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Title Investment Management Managing Director
Target Location US-NJ-Tenafly
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Candidate's Name , MBA, PMPTenafly, NJ Street Address  PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLESENIOR DIRECTOR  GLOBAL BANKING, FINANCE, and TECHNOLOGYAn accomplished business and technology senior leader with extensive experience in banking, agricultural, entertainment, consumer products, and recreation. Skilled at managing multi-million-dollar projects while engaging talent across the globe. Known for entrepreneurial, innovative, and resourceful leadership style. Dedicated to building a pipeline that provides opportunity and access for underrepresented emerging talent and senior leaders and actively promoting a diverse, equitable, and inclusive environment.CORE COMPETENCIESGlobal Banking and Finance Executive Leadership Capital Projects Project Management Cyber RiskTechnical Liaison/Advising Program Management Cross-functional Leadership Cloud SolutionsPROFESSIONAL EXPERIENCEThe Bank Of New York Mellon, Inc., New York, NY 10/1997  03/2024Managing Director, Investment Management Global Distribution IT, (04/2011-03/2024)Directed a $20M annual technology budget with over 80 IT professionals in NA, EMEA, and APAC regions. Engaged designers, analysts, program/project managers, engineers, and integrators in delivering public and private cloud-based solutions for business partners.Rationalized the application portfolio and data taxonomy to realize synergies and gain efficiencies that position the firm for commercialization opportunities yielding more than $1M of savings.Served on the Investment Management Global Distribution Technology and Operations Committee.Formally mentor colleagues and students through mentoring programs provided by the firm and its affiliates.Mitigated risk by leading teams to promptly remediate cyber security vulnerabilities.Co-Chair BNY Mellon Black Leadership Forum and serve as Senior Advisor of BNY Mellon DiverseTech.Actively engaged with E/BRGs beyond the multicultural resource group, including PRISM, the LGBTQ+ resource group, HEART, the diverse abilities group, and GENEDGE, the intergenerational resource group. Additionally, represents the firm's DEI initiatives by being a BNY Mellon Ambassador at different forums and venues.Key Achievements:Led a digital transformation initiative that enhances the Investment Management Client Experience (IMCX). This $20M+ initiative invests in several pillars that will deliver organic industry differentiating solutions that leverage enterprise frameworks.Directed a strategic initiative to implement Adobe Experience Manager (AEM) as an enterprise Content Management System (CMS) platform yielding an initial savings of $1.5M.Engineered a $4M digital transformation of the Dreyfus Cash Investment Strategies Cash Portal for Institutional Investors that was delivered on budget and within 10 months.Assembled and cultivated an incredible team that delivered numerous high visibility and enabling Sales and Marketing solutions for multiple globally based Investment Management boutiques and businesses. Solutions included an Enterprise federated Customer Relationship Management (i.e., Salesforce.com), scalable next generation Digital Marketing Website, and enriched Marketing Automation.Recognized as 2021 Global Operations & Technology Leader of the Year Platinum Finalist, and as 2013 Investment Management Technology Manager of the Year.Recipient of the inaugural Mellon Star Award  an award that recognized 20 employees of a 30,000 global workforce for exhibiting the companys core values of integrity, teamwork, client focus and excellence.Chief Technology Officer of The Dreyfus Corporation 11/2003  04/2011Directed a $17M technology budget with 120 IT professionals with 55% represented by offshore engagements. The IT organization attained and maintained Integrated Capability Maturity Model (iCMM) Level 3 in 2007. Fostered diversity, equity, and inclusion and talent development through service as Chairman of the Dreyfus Diversity Council and a mentor in the Dreyfus Mentoring Program.Led the implementation of the Charles River Order Management System (OMS) onto five of Dreyfus trading desks to handle pre-and post-trade compliance.Orchestrated the firms approval and adoption of the Apple iPad affording a secure and engaging client experience which heightened sales volume while establishing our firm as an industry early adopter.Established a $1M offshore partnership that fostered a team-oriented practice to address management reporting of recent product acquisitions, intermediary client-facing and risk mitigation of Investment Accounting systems. These engagements leveraged mainframe, eCommerce, and analytical skill sets from the offshore vendors.Directed the Dreyfus Technology Steering Committee (i.e., heads of the Dreyfus business line) in the appropriate strategic and tactical engagement of IT resources. Coupled with the corporate goals, the utilization of IT portfolio management and a resource allocation forecast facilitated those decisions.Served on the Board of Directors for the Dreyfus Charitable Trust.Additional Titles: Senior IT Manager Project ManagerPRIOR EXPERIENCEThe Walt Disney Company (Formerly Capital Cities/ABC, Inc.), New York, NY Project ManagerSenior Programmer/AnalystAmerican Home Products, Wayne, NJ Project ManagerPepsiCo, Inc., Purchase, NY Systems Analyst/Project Leader Programmer Analyst ProgrammerNYC Department Of Parks & Recreation, New York, NY Computer/Budget AnalystEDUCATION & CREDENTIALSMaster of Business Administration (MBA), Finance  ST. JOHN'S UNIVERSITY, Queens, NYBachelor of Science (BS), Computer Science  ST. JOHN'S UNIVERSITY, Queens, NYCertifications/Training: Project Management Professional Certification from Project Management Institute (PMI), Federation of Protestant Welfare Agencies Informed Leadership Certification, Scrum Master (CSM) Certification, Information Technology Senior Management Forum Executive Academy Graduate.Board Service: Board Member for Blacks on Wall Street, Draftus and Tenafly Youth Center.Former Board Member and Treasurer of One Stop Senior Service.Former Board Member of the Tenafly United Soccer Club.External Recognition: 2020 Harlem Fine Arts Award Recipient.2021 American Web Design Award Presented by Graphic Design USA.2022 Empower Future Leaders Role Model.2023 FinTech Breakthrough Award in Best Overall Software Category.Affiliations: Financial Technology Forum (FTF), Investment Company Institute (ICI), Information Technology Senior Management Forum (ITSMF), International Christian Brotherhood (ICB)

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