Marquez manages market strategy for delivery channels in banking like ATMs.

Marquez Leads Channel Renewal

Marcelo Marquez is the industry manager for channel renewal in Microsoft’s Financial Services Group, responsible for driving market strategy and managing an execution plan for delivery channel solutions in banking.

His role involves overseeing the build-out of the partner eco-system and facilitating the field sales organization’s efforts to execute strategic line of business wins and grow revenue. He also interacts directly with key customers, partners and industry analysts to identify how to deliver relevant solutions and content.

Marquez has been with Microsoft for almost three years, starting as an industry development manager for financial services in Latin America before moving to his current role. Prior to joining Microsoft he spent more than 15 years working in financial services including 11 years leading the IT strategy for one of the 10 largest financial groups in Latin America.

Vanguard IT Exec to Oversee CheckFree EPL Conversion

CheckFree Corporation has appointed David Lapioli as vice president of product development within the company’s Investment Services division, charged with managing the ongoing development, implementation and migration protocols for CheckFree EPL, a project that incorporates .NET and Web services into CheckFree APL. CheckFree’s APL, used for separately managed accounts, processes over 1 million accounts each day and has modules for portfolio accounting, performance reporting, reconciliation, unified managed accounts and multiple strategy portfolios support in addition to trading tools. The migration to the new CheckFree EPL was first announced in 2004 with the launch of new account workflow and reconciliation modules. CheckFree has said the migration to EPL will continue to forge forward despite the company’s pending acquisition by Fiserv, and its recent acquisition of Corillian Corp.

Heintz will build and strengthen CA’s relationships with financial services providers in the Fintech 100.

Lapioli will oversee the CheckFree EPL quality assurance, software development and engineering, and technology groups. He was most recently with Vanguard as a department head in the Information Technology division. At Vanguard, Lapioli was responsible for the complete enterprise data model across all business and IT areas. He managed multiple technology teams and directed strategic planning, system architecture definition, implementation and IT governance. He delivered business technology solutions for Vanguard’s retail and institutional clients.

Former Financial Insights Exec to Lead Partnerships for CA

CA, Inc. has hired 17-year financial services sales executive Shaena Heintz as its director of financial services partnerships. Heintz comes to CA from Financial Insights, an IDC sudsidiary, where she was responsible for key corporate strategy and implementation of corporate initiatives across the banking, capital markets and insurance sectors.

In her new role, Heintz will be responsible for building and enhancing CA’s relationships with financial services solutions providers in the Fintech 100, a ranking by American Banker and Financial Insights that lists vendors that derive more than one-third of their revenue from the financial services industry. CA is a technology vendor member of the Financial Services Technical Consortium and is helping develop industry standards and solutions that help govern, manage and secure IT systems for the financial services sector. Heintz will be based out of CA’s Manhattan office and will report to Mark Bubar, vice president of Financial Services Sales.

Heintz also has served as director of marketing and sales for Millennium Ven-tures, where she was responsible for key corporate strategy, due diligence of investment opportunities and implementation of investment initiatives.

Jack Henry Promotes Hopkins to Manager of Internet Solutions

In his new role, Hopkins will join the company's senior management team.

Jack Henry & Associates, Inc. has named Vernon E. “Pete” Hopkins, Jr. to the recently created position of general manager of Internet solutions. In the newly created role, he provides executive oversight of the development, quality assurance, support, installation, operations, communications, and education departments that support the company’s Internet banking channels.

Since 1995 Hopkins has performed a variety of progressive functions for Jack Henry & Associates, most recently serving as the director of software development for the company’s core banking platforms and complementary solutions. In his new role Hopkins will join the company’s senior management team that currently encompasses 13 functionally aligned general managers, and he will report to Tony Wormington, president of Jack Henry & Associates.

Ron L. Moses will assume the position of director of software development vacated by Hopkins. Moses has extensive industry and software development experience, including more than 18 years with Jack Henry & Associates. He most recently served as development manager for the company’s Core Director core banking platform.

Hopkins’ career began in 1968 as a scientific programmer at NASA where he worked on various tracking and rocket launch programs, including the Sky Lab project. He has spent decades in banking and technology working for Virginia-based Farmers & Merchants Bank – Eastern Shore and North Carolina-based Broadway & Seymour, Inc. Hopkins joined Jack Henry & Associates through the company’s 1995 acquisition of Broadway & Seymour’s Liberty Division.

Transitioning to Exchange Status, BATS Promotes Ratterman

The BATS Trading ECN, planning a move toward exchange status, promoted its executive vice president and chief operating officer Joe Ratterman to CEO. Ratterman replaces David Cummings, who was also a founder of the company, but whose ownership stake in Tradebot Systems Inc. would have posed a conflict of interest once BATS becomes an exchange. Cummings will continue to serve on BATS board of directors and will become chairman of Tradebot Systems. Cummings said Ratterman, who had been with BATS since its inception in 2005, has been a “driving force in leading BATS exchange initiative.”

Ratterman also spent more than a decade at Bridge/Reuters including serving as chief technology officer.

Connotate, whose .NET-based intelligent content mining solution got a big boost earlier this year when Goldman Sachs bought a 25 percent stake in the company, is sponsoring a sailboat at the Manhattan Yacht Club. Connotate is headed by CEO Bruce Molloy (left). The skipper is Bob Savage (right), Microsoft’s director of .NET business development.