Agile Project Manager2019 - 2020Syndigo
- Managed two projects to migrate products and users from legacy content management platforms to a state-of-the-art content experience hub on a unified cloud platform.
- Created and maintained detailed work scheduled and milestones in Smartsheet.
- Managed the development and testing tasks via Jira sprints as well as Kanban.
- Identified project issues and risks and developed resolutions/mitigation plans.
- Managed stakeholders—communicating project progress, issues, and risks across all levels of the organization including senior management.
Technology Delivery Lead2018 - 2018New York Life
- Acted as the primary contact for all of the technology needs related to the line of business for Eagle Strategies.
- Managed and mentored delivery teams to adopt and improve performance in a Scaled Agile Framework (SaFe).
- Formulated the strategic direction, provided thought leadership, and engaged technology and business experts to ensure delivery business value.
- Managed vendor relationships.
- Presented a technology-oriented point of view, made recommendations, and gave high-level estimates for strategic projects to senior business leaders.
Master Practitioner2015 - 2016North Highland
- Managed projects to remediate self-identified audit issues within credit risk management at Bank of America. These projects included technology improvements as well as business process transformation.
- Oversaw technology projects to greatly improve regulatory functions (CCAR, FRTB) at Bank of America.
- Supervised the delivery of a workflow system to streamline due diligence process for client collateral within commercial lending at Bank of America.
Project Manager2014 - 2014JP Morgan Chase
- Delivered a detailed implementation plan in accordance with Basel II requirements to remediate weaknesses in the reporting and data aggregation processes across wholesale credit risk.
Product Support2013 - 2013AlphaCare
- Configured and customized Care Compass, a newly acquired technology platform to manage clients and service providers of this managed care startup.
- Designed and developed new workflows and automated processes based on all functional areas including call center, care providers, claims administrators, and senior management.
- Developed custom reports using SQL.
Project Manager2010 - 2013Morgan Stanley
- Managed the implementation of a strategic platform for finance called Structured Notes. The goal was to provide a complete and accurate balance sheet and reports to the business.
- Developed and managed a program to establish a well-controlled, front-to-back environment for processing Structured Notes transactions.
- Engaged numerous business lines globally across functional areas and technology to design and deliver technology solutions and establish business process controls and structures to meet regulatory requirements for the Structured Notes product.
- Supervised the development of a central database for Structured Notes transactions and all related hedging and funding trades across all lines of business such as equities, fixed income, commodities, derivatives, and FX.
- Created the development schedules.
- Supervised the development and testing teams.
- Identified risks, developed mitigation plans, and managed stakeholders.
Project Manager2008 - 2009Newedge (Societte Generale)
- Led a cross-functional team to successfully deliver an end-to-end technology solution which included phase 3 (a back office trades processing and accounting system), Geneva (a portfolio management system), and Intelimatch (a reconciliation tool).
- Managed vendor relationships.
- Created a development schedule and supervised the technology team in integrating the vendor systems with existing platforms.
- Worked with business resources to identify and implement improved customer reporting.
- Worked with vendors and business resources to create and conduct training workshops.
Testing Lead2006 - 2007Freddie Mac
- Led a team engaged to validate the functionality of a new trades processing/accounting platform called Summit.
- Developed test plans and tools for capturing, tracking, and reporting test results and metrics.
- Built automated tools in Microsoft Access/SQL to verify all of the data conversion from legacy systems and test the interfaces between the front-end of the Black Rock system and the data warehouse and G/L.
- Trained the client testing team (8-10 members) in the Summit functionality.
Project Manager2006 - 2006Citigroup
- Led a team of IBM consultants to develop IT solutions to support the CDO business and related asset classes.
- Partnered with business areas and senior technology resources to develop a technology strategy and high-level system architecture.
- Supervised the development team to deliver a reporting platform.
PMO Lead2005 - 2005JP Morgan Chase
- Developed detailed delivery plans for phase 2 of a global initiative to implement a credit derivatives platform called Murex.
- Coordinated with project managers across six work streams to develop detailed project plans, a program level plan, program level costs, and a governance structure.
Senior Manager1999 - 2004Price Waterhouse Coopers | IBM
- Led a team of consultants to roll-out a platform to support the retail sales force at a discount brokerage firm.
- Developed and proposed solutions to re-engineer an account opening system at a retail brokerage firm.
- Built and implemented solutions for process improvement within the fixed income and repo lines of the business at a global bank.
- Spearheaded a project to implement Summit (a derivatives trading system) for the treasury area at a commercial lending bank to support MBS, ABS, swaps, and futures transactions.
- Led a team of business analysts to gather requirements for a new loan servicing platform at a major mortgage institution.
Solution Specialist1997 - 1999Pershing Technology Group (Division of DLJ)
- Identified and recommended viable technology solutions to potentially enhance/replace the firm’s strategically crucial order management system.
- Gathered and documented business requirements from business and technology stakeholders.
- Conducted market and vendor analyses.
- Performed a cost-benefit analysis for in-house development vs. purchasing vendor platform.
- Delivered well-researched and detailed recommendations for replacing the legacy order management system to senior management.
- Managed a team of developers to deliver a real-time interface for mutual fund transactions from institutional clients.
Vice President | Systems Manager1987 - 1997Merrill Lynch
- Managed multiple IT teams sized (10-15) that were responsible for the development, maintenance, and support of trade order management, institutional client account allocation, and related systems used by institutional and retail equities and equity options businesses.
- Led the development of state-of-the-art technologies such as touch screens (UI), Unix, Sybase, and C++ that provided a real-time, distributed platform with interfaces to exchanges, clearing agencies, vendors, and external clients.
- Integrated an order management platform on client-server technology with a legacy transaction processing functionality on the mainframe to deliver straight-through processing.