Mike Greene
Mike is a Senior Consultant at F2 Strategy with more than 30 years of experience in the financial services industry. He is a seasoned investment professional with extensive expertise in transfer agent operations, business transformation initiatives, and large-scale account conversions. Mike has successfully led numerous conversion efforts, including serving as sponsor for the Legg Mason account transition in 2022.
Mike brings deep knowledge across all facets of transfer agent operations, including broker-dealer support, commission processing, NSCC operations, inbound and outbound call center management, and transaction processing. He also has significant experience delivering complex initiatives using both Agile and Waterfall methodologies.
Prior to joining F2 Strategy, Mike spent 26 years with Franklin Templeton and four years with FIS, where he held leadership positions across operations and technology organizations. His experience spans both front-line transfer agent operations and the technology platforms that support them, giving him a unique perspective on the intersection of business processes and technology. This combination of operational and technical expertise enables him to help clients navigate transformation initiatives and implement practical solutions that align with business objectives.
Mike is based in St. Petersburg, Florida. In his spare time, he enjoys attending concerts and cheering for the Cincinnati Reds.
- Franklin Templeton
- FIS
What would you tell someone just starting out in the industry right now?
Learn to embrace change. Our industry is ever-changing and you need to evolve with it. Study where things are going and make sure you steer your career in that direction.
What has changed the most since you started out in the industry?
The technologies used today did not exist when I started my career. We have moved from a very manual, labor-intensive environment to one that leverages all kinds of automation.
What are you most passionate about in your role at F2 Strategy?
I am most passionate about helping our clients achieve their goals and transform how they do business. Clearing obstacles and helping them move forward is very rewarding.
Mike Greene
Mike is a Senior Consultant at F2 Strategy with more than 30 years of experience in the financial services industry. He is a seasoned investment professional with extensive expertise in transfer agent operations, business transformation initiatives, and large-scale account conversions. Mike has successfully led numerous conversion efforts, including serving as sponsor for the Legg Mason account transition in 2022.
Mike brings deep knowledge across all facets of transfer agent operations, including broker-dealer support, commission processing, NSCC operations, inbound and outbound call center management, and transaction processing. He also has significant experience delivering complex initiatives using both Agile and Waterfall methodologies.
Prior to joining F2 Strategy, Mike spent 26 years with Franklin Templeton and four years with FIS, where he held leadership positions across operations and technology organizations. His experience spans both front-line transfer agent operations and the technology platforms that support them, giving him a unique perspective on the intersection of business processes and technology. This combination of operational and technical expertise enables him to help clients navigate transformation initiatives and implement practical solutions that align with business objectives.
Mike is based in St. Petersburg, Florida. In his spare time, he enjoys attending concerts and cheering for the Cincinnati Reds.
- Franklin Templeton
- FIS
What would you tell someone just starting out in the industry right now?
Learn to embrace change. Our industry is ever-changing and you need to evolve with it. Study where things are going and make sure you steer your career in that direction.
What has changed the most since you started out in the industry?
The technologies used today did not exist when I started my career. We have moved from a very manual, labor-intensive environment to one that leverages all kinds of automation.
What are you most passionate about in your role at F2 Strategy?
I am most passionate about helping our clients achieve their goals and transform how they do business. Clearing obstacles and helping them move forward is very rewarding.
