Shaw Lively, Vice President, Community Development, ICEX , Inc.
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This profile was last updated on 9/13/13 and contains information from public web pages and contributions from the ZoomInfo community.
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Vice President, Community Develop...

Phone: (617) ***-****x***  HQ Phone
Email: s***@***.com
ICEX , Inc.
40 Broad Street
Boston, Massachusetts 02109
United States

Company Description: ICEX is a peer-to-peer advisory firm for qualified practitioners in large, global and complex organizations. Members of ICEX are part of a trusted network which...   more

Employment History


  • bachelor of science degree
    Dickinson College
  • master , business administration
    University Center at Binghamton of the State University of New York
72 Total References
Web References
Financial Insights Publishes Case Study on eMoney Advisor's Wealth Management Platform, 14 June 2004 [cached]
"eMoney has successfully integrated external aggregated data into its platform to deliver a wealth management tool that is both comprehensive and effective," said Shaw Lively, Analyst at Financial Insights.
"CMAs support the primary objective of ..., 16 June 2003 [cached]
"CMAs support the primary objective of both the investment firms and their customers - higher returns," said Shaw Lively, wealth management research manager at Financial Insights, a Framingham, Mass.-based research firm.
Research -, 8 Mar 2004 [cached]
Shaw Lively, a research manager for Financial Insights, reviews CIBC Wood Gundy wireless broker desktop recently rolled out to its entire 1,400-advisor salesforce.
Shaw Lively, a research manager at Financial Insights' Retail Financial Services group maps out the process through which discretionary retirement account management (DRAM) is provided and details the major providers of independent advice to the retirement plan industry: Morningstar Associates LLC, Ibbotson Associates, and Financial Engines.
Shaw Lively, a research manager at Financial Insights, details the eMoney Advisor platform adopted by MassMutual Financial Group, with a particular focus on external account data integration through CashEdge, Inc.For this case study, Mr. Lively focused on Lenox Advisors, an agency under the MassMutual umbrella, which has been on the eMoney platform since late 2002.
"Banks must develop a sense of urgency about integrating customer information and coordinating service delivery, as both insurers and brokers are determined to put strong teams on the field," says Shaw Lively, research manager for Financial Insights.
Maria Trombly: Freelance Business Writer, 9 April 2008 [cached]
"It's arrived, it's part of life now," said Shaw Lively, an analyst with International Data Corp. based in Framingham, Mass. "Employee portals have become ubiquitous. At first, it was informational, and then it was transactional, so that as an employee you can do certain things for yourself. First, from an HR perspective, then, you can do things with your colleagues worldwide."
However, Lively added that spending has slowed somewhat because of the economy.
"I don't think people have abandoned portals," he said.
"This will introduce the opportunity for ..., 25 June 2000 [cached]
"This will introduce the opportunity for segmentation strategies in marketing, pricing, servicing, and even in site design and business models," said Shaw Lively, research manager with IDC's Online Financial Services research group.
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