Milestone Group
Gene Mitchell is an experienced product manager currently serving at Milestone Group as the Product Manager for Asset Allocation since June 2022. Prior to this role, Gene had a long tenure at LineData Services, starting in 2004 and advancing through various positions including Product Manager, VP of Product Management, and Business Analyst. Gene's earlier career includes roles at Boston Stock Exchange, where management of the Trading Floor Services and Market Surveillance & Compliance departments was undertaken, as well as experience as a Senior Retirement Plan Specialist at Liberty Financial Services and a Margin Analyst at First Albany Capital. Educational qualifications include a Master of Business Administration in Finance from Bentley University and a Bachelor of Science in Economics from Boston College.
Milestone Group
Milestone Group is a global provider of investment technology solutions for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers. We are a technology company, born from a consulting and operational heritage which allows us to understand the bigger picture. Our company is recognizedglobally as a thought leader and an architect of new enterprise business solutions for the funds industry. Our solutions continue to lead the industry towards enhanced best practice in efficiency and control in new areas through ongoing research and development.We have established operations in Boston, London and Cape Town, with our headquarters in Sydney, Australia. Our clients operate our solutions across 15 countries, and we provide 24 x 7 follow-the-sun support operations.Our team is grounded on the principal of industry experience. Our people are drawn from the world’s most highly regarded investment houses, fund distributors, banks and financial administrators, many having direct operations management experience.Our Purpose is to improve revenues with innovative technology, drive down costs with in-built efficiency and reduce risk with design simplicity.Our clients are some of the world’s leading financial institutions – asset managers, life companies, pension funds, fund distributors, and administrators. Each seeks measurable growth, founded on making sound decisions about their technology for today and for the future.Our pControl solutions help organizations deliver new products to market, with speed and agility, safety of operations, and low operating cost. pControl integrates seamlessly with existing core technologies and is trusted by the industry’s leading firms to enable their investment product strategies.