Co-Founder Geezeo
Greater Boston Area
- Current
-
- Co-founder at Geezeo
- Partner and Entrepreneur at Start Us Up!
- Past
-
- General Manager at GainsKeeper, A Division of Wolters Kluwer Financial Services
- VP, Institutional Sales at GainsKeeper, a division of Wolters Kluwer Financial Services
- Director, Product Development at GainsKeeper
- Various at Fidelity Investments
- Education
-
- Boston University - School of Management
- Northeastern University
- Recommended
-
5 people have recommended Shawn - Connections
-
500+
connections
- Industry
- Financial Services
- Websites
Shawn Ward’s Summary
Experiences:
Almost 20 years of financial services experience in both large company and entreprenurial environments. Started in back office operations to product development/management, then on to sales and partnerships, finally to business ownership.
Our goal is to build Geezeo into the largest financial destination on the web. Provide a platform for users to learn more about their financial situation, explore their options, and learn how to get on a path towards financial improvement. We are fostering a strong community where people can share their success stories and make personal finance feel a lot less painful.
Shawn Ward’s Specialties:
converting concept to product, creative revenue models, strategic partnerships, networking
Shawn Ward’s Experience
-
Co-founder
Geezeo
(Public Company; 1-10 employees; Financial Services industry)
May 2006 — Present (2 years 3 months)
Geezeo is a revolutionary way for people to manage your finances. Come check us out at geezeo.com
-
Partner and Entrepreneur
Start Us Up!
(Privately Held; 1-10 employees; Information Technology and Services industry)
March 2006 — Present (2 years 5 months)
Start Us Up! is all about innovation. We have a passion for new businesses, products or new technologies. It was created to help entrepreneurs launch and grow their business. Join the SUP! Network and hear challenges and successes of other entreprenuers, find the latest free resources available to you, or network with recommended service providors or potential strategic partners.
-
General Manager
GainsKeeper, A Division of Wolters Kluwer Financial Services
(Public Company; 10,001 or more employees; Financial Services industry)
June 2004 — June 2006 (2 years 1 month)
Director, Wolters Kluwer Financial Services Software Division (corporate title)
President, GainsKeeper (divisional title)
Managed all facets of organization, including staff, strategic direction, P&L, etc. In two years, grew revenues 150+%, doubled staff, and brought division to profitability for first time. Corporate development tactician for software division including potential acquisition candidates, divestures, and organic product buildouts. -
VP, Institutional Sales
GainsKeeper, a division of Wolters Kluwer Financial Services
(Public Company; 10,001 or more employees; Financial Services industry)
December 2002 — June 2004 (1 year 7 months)
Developed and executed sales program for GainsKeeper's suite of products, post acquisition. Nationally sales team averaged 110% of goal.
-
Director, Product Development
GainsKeeper
(Public Company; 1-10 employees; Financial Services industry)
March 2000 — December 2002 (2 years 10 months)
Developed suite of tax-optimized advisory products serving institutional money managers and individual investors. Managed full product life-cycle.
-
Various
Fidelity Investments
(Privately Held; 10,001 or more employees; Financial Services industry)
January 1992 — March 2000 (8 years 3 months)
Held various management, analyst, and product ownership positions within investment operations, performance and data policy, accounting, tax, and back-office operations.
Shawn Ward’s Education
-
Boston University - School of Management
MBA program
-
Northeastern University
BS, Finance & Management
Additional Information
Shawn Ward’s Websites:
Shawn Ward’s Interests:
Skiing, golfing, starting new businesses, all things related to the Patriots or Red Sox...
Shawn Ward’s Groups:
-
Forbes.com Entrepreneurs member -
AMA Boston Marketers member -
Bank and FI Marketers member -
Zecco.com The free trading community member -
Biz Dev Connect member
Shawn Ward’s Contact Settings
Interested In:
- new ventures
- job inquiries
- business deals
- reference requests
- getting back in touch
