Shaw Lively, Vice President, Community Development, ICEX , Inc.
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This profile was last updated on 11/19/15 and contains information from public web pages and contributions from the ZoomInfo community.
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Vice President, Community Develop...

Phone: (617) ***-****  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
73 Total References
Web References
Shaw ..., 19 Nov 2015 [cached]
Shaw Lively
As Vice President of Community Development at ICEX, Shaw Lively is responsible for maximizing participation in existing ICEX communities with active, contributing member companies, driving the creation of new communities, and working with partners to effectively leverage ICEX peer knowledge exchange expertise.
Before joining ICEX, Shaw spent five years managing service delivery and client satisfaction for CIO Magazine's CIO Executive Council. The Council is a private, global community for CIOs and top IT leaders that provides peer interactions, thought leadership, and leadership development services. Shaw led initiatives to influence the development of emerging technology, improve vendor relations, and develop IT leaders for the new business demands.
Prior to this, Shaw was Research Manager for IDC's business technology advisory practice. In this role, Shaw developed market intelligence and provided business strategy advice on technology adoption for leading US brokerage and financial services companies and technology suppliers to the industry. Shaw also spent 10 years early in his career on the front line of change in the retail financial services industry.
Shaw is an outdoorsman. He keeps the woodpile stacked high, woodchucks out of the garden and takes two dogs on multiple walks each day.
Shaw has a bachelor degree from Dickinson College and an MBA from the State University of New York's Binghamton University.
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.
"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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