Dan Steketee

VendorRisk

VendorRisk

VendorRisk is web-based software that lets organizations keep track of vendors, their contracts, and the services and software they provide.

• Startup type: Company
• Status: Active
• Stage: Beta

Daniel J Steketee is currently responsible for assisting clients with large-scale strategic and tactical initiatives and managing those initiatives to completion. During his tenure, Mr. Steketee’s project experience has primarily focused on business process management, client and management reporting, performance measurement, strategic planning, vendor selection and workflow automation within the front and middle-office space. Previously, Mr. Steketee spent over nine years in various analytical and consulting capacities at firms including, but not limited to: ByAllAccounts, Stax Inc., and Cambridge Associates. Mr. Steketee holds a B.A. in Economics and Political Science from Amherst College in Amherst, Massachusetts.

Employer:	Meradia Group, Inc.
Position:	Senior Consultant
Time period:	October 2006 - Present
Description:	Operational Efficiency & Vendor Selection Analysis Project Assessed and analyzed the entire operational environment for a Trust department in order to make it scalable and operationally efficient. Provided issue triage and ranking analysis, recordkeeping and client reporting expertise, and vendor scorecard and risk analysis. Client Reporting Development, Analysis, & Implementation Project Played a key role in the definition, design, development, implementation and production-release of a highly sophisticated proprietary client reporting platform. Standard Processes and Procedures Project Assisted with the development of an interactive User Interface used to store standard operating processes and procedures via Microsoft SharePoint. Business Process Optimization Project Designed and created a complete end-to-end BPM solution for the performance operations, client service, and data management teams to communicate with each other. The solution entails high-level executive reporting metrics, audit checks, client reporting, and real-time exception processing. Performance Measurement Implementation Project Played a key role in a DSTi HiPerformance implementation with focus on the design & development of the web based performance reporting tool. Ensured smooth coordination between the IT teams (in-house and DST) and the end-users by engaging in regular status reviews and by following a rigorous escalation mechanism, as required. Put together high-level statistical metrics for senior level management. Performed issue triage, created procedural documentation, and assisted the internal team with developing their daily and month-end review processes.

Employer:	DRAGON CAPITAL MANAGEMENT
Position:	Consultant
Time period:	June 2005 - Present
Description:	Assisted Dragon Capital Management with strategic planning, fundraising, and marketing documentation.

Employer:	Independent Consulting
Position:	Advisor
Time period:	January 2000 - Present
Description:	Help small startup companies build business platforms by conducting market research, creating and managing client relationships and partnerships, and inventing and implementing cost-effective ways to grow the business from a product, service, marketing and sales point of view. Companies include: BrainTrust (San Francisco, CA), WorldInsure (Quincy, MA), ModelSheeet (Arlington, MA), Dragon Capital Management (Williamsburg, VA), SkinnyTrip (Somerville, MA), Gamma Three Trading (Arlington, MA) and Venture Risk (Boston, MA).

Employer:	BYALLACCOUNTS, INC
Position:	Senior Data Analyst/Consutlant
Time period:	September 2004 - October 2006
Description:	Senior Data Analyst (10/05 – 10/06) Data Analyst (9/04-10/05) •Reviewed investment data for financial services firms before accounting and analytical software is released to clients, working with the software engineering team to identify better ways to minimize data translation issues. •Developed process improvement strategies to advance overall product and customer service efficiency and assist customer support representative with client relationship management. •Managed and assisted in the development of new products and services that assist client reporting and feed investment data to performance accounting systems – Advent AXYS, Schwab Performance Technologies PortfolioCenter/Centerpiece, SmartStream TLM product suite, INDATA – and other proprietary systems. •Assisted with overall market research, monitoring competitive activity and identifying customer needs. •Promoted within a year to Senior Data Analyst.

Employer:	STAX, INC.
Position:	Research Associate/Marketing Analyst
Time period:	April 2002 - June 2004
Description:	Marketing Analyst (7/03-6/04) •Worked directly with CEO and project directors on proposals, client presentations, blackberry sales pitches, marketing reports, and performance criteria. •Interacted daily with clients to keep them abreast of project results. Perform due diligence assessments of target companies. •Managed and trained a team of Research Associates, assisting them in gathering primary and secondary research and getting the answers to client’s top questions. •Helped launch new subscription hedge fund products, assisting the CEO with product development, pricing, and distribution strategies. •Designed and managed new email sales and marketing campaigns. •Created a new product to sell “idea generated” multi-client studies to the hedge fund and investment management communities. Research Associate (4/02-7/03) •Performed primary and secondary research across multiple industries. Clients include Fortune 500 companies, private equity firms, hedge funds, mutual funds, and other consulting firms. •Assisted clients with due diligence, market segmentation, and acquisition analysis, and evaluated clients’ product development and brand launches. •Designed and managed client feedback web surveys for a Fortune 500 financial services firm. Cross-analyzed the data with internal data using SPSS to develop a strategy for entering into new markets and improving client satisfaction. •Identified, through client interviews and benchmarking analysis, the market potential for Stax to enter the mutual fund market. •Researched trends in and predictions for the retail sector. Interviewed industry experts and store managers to assess the short-term and long-term performance ahead of monthly/quarterly earnings releases.

Employer:	EAGLE-I, INC.
Position:	Senior Consultant
Time period:	September 2001 - February 2002

Employer:	BRAINTRUST
Position:	Account Coordinator
Time period:	February 2001 - May 2001

Employer:	WORLDINSURE.COM
Position:	Customer Relationship Manager
Time period:	December 2000 - February 2001
Description:	Helped small startups build business platforms by conducting extensive market research, creating and managing client relationships and partnerships, and inventing and implementing cost-effective ways to grow the business. Worldinsure.com, BrainTrust, and Eagle-I Inc. have since all closed their doors.

Employer:	CAMBRIDGE ASSOCIATES
Position:	Analyst
Time period:	January 1997 - December 2000
Description:	Analyst (12/98-7/00) •Managed 23 client relationships. Analyzed and presented client-specific reports to endowed universities, high net worth family trusts, and other not-for-profit institutions. •Ensured that current and historical performance calculations for individual client portfolios and fund composites were accurate and appropriate using the Advent AXYS system. Performed comparative analyses of managed assets. Built investment composites utilizing Excel software. •Tracked valuations and advised investment committees of deviations from management philosophy and target allocations based upon analysis of portfolio holdings characteristics. •Interacted daily with clients and consultants to keep them abreast of investment policy and asset allocation decisions. Selected appropriate manager benchmarks for future comparative analyses. •Promoted twice within 17 months from investment associate to senior associate to analyst. Senior Associate (5/98-12/98) •Produced forty-two client reports highlighting historical performance, asset allocation, and portfolio analysis. •Led and trained 6-8 investment associates. Evaluated team members’ performance and provided input to the needs and goals of the team. Investment Associate (6/97-5/98) •Prepared monthly/quarterly investment performance reports for clients including endowed universities, high net worth family trusts and not-for-profit institutions. •Reconciled investment data and interpreted fund strategies using the Advent Software AXYS system. •Appointed by Executive Director to help develop and coordinate a comprehensive, department-wide 3-week training program and assist the professional development of current employees. •Selected to conduct on-campus recruiting projects. Conducted interviews and made recommendations to department managers as well as created a standard procedure for evaluating prospective employees.

Employer:	ABRENA
Position:	Senior Consultant
Time period:	April 2002

University:	Amherst College
Time period:	1997
Degree:	Economics and Political Science, BA

University:	University of Cambridge
Time period:	1995 - 1995
Degree:	Study Abroad Program

Sports:	Intramural Indoor Soccer and Tennis, running, hiking, rock-climbing
Memberships:	Contributing member of the GIFT (Giving Inspiration for Tomorrow) , Assisting producers CNN