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Click here or scroll down to respond to this candidateCandidate's Name
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PHONE NUMBER AVAILABLE EMAIL AVAILABLEExecutive ProfileGlobal program/project management leader with over 30 years experience in the Financial Services industry known for partnering with business leaders to provide cross-functional expertise and implement effective execution that drive business goals. Repeated record of starting and improving shared services and simplifying processes leveraging and enabling technology. Skilled in building and developing highly effective teams. Provides the perfect blend of knowledge, experience, creative thinking, and soft skills to manage both Business and IT teams for successful deliveries.Core Competencies:Well practiced and consistent success record in both Waterfall and Agile methodologies (scrum, managing backlog, release management),System Development Life Cycle (SDLC) expert from concept through implementation and maintenance,Working knowledge of Banking and Investment Management rules and regulations and practiced in implementation of solutions for these regulations (FIDC, SEC),High confidence in engaging with key stakeholders from the Business to understand and document clear requirements (as such, serve as a Subject Matter Expert) while bridging the requirements between the Business and IT,Vast experience in leading transformation initiatives,Well versed in Quality testing/automation of test scripts/regression,Managing internal and external dependencies across initiatives including working closely with Product Owners, Front Office, Product Owners, IT,Change Management/Transformation,Mergers/Acquisitions/Integration,Data Privacy/Integrity/Governance,Leading international teams and working with clients and colleagues from various countries and cultures,Broad knowledge of market data and providers (Thomson Reuters, IHS Markit, Bloomberg, FactSet, Morningstar, Lipper),Deep knowledge of front, middle, and back office processes and supporting systems (Charles River, NeoXam, InvestOne, Aladdin, AdviceWorks),Developing executive level financial analysis (KPIs, dashboards) as well as driving meaningful metrics to functional managers,Excellent communication skills including verbal, written, presentation, and reporting.Technical Skills:Certified AWS Cloud Practitioner,Broad experience using Microsoft Office (Excel, Powerpoint, Word),Well versed in the use of tools for Agile management including: Visio, Teams, JIRA, Confluence, Sharepoint.Professional experienceTek systems at first citizens bank (FCB) Remote jan 2022 to currentcontractor - project manager, mergers and acquisitionsProject manager for building value-add technology and processes for the Originations Hub Domain including integrating CIT with FCB data for regulatory reporting requirements.Established a formal process for managing development efforts and engaging Regulatory Reporting partners for testing and approval of fixes and enhancements to support the reporting of Y14M/Q, 2052a.Lead on Data Governance initiative to bring CIT and FCB in sync and ultimately merge Data Governance between FCB and Silicon Valley Bank.Atlantic partners at Macquarie Philadelphia, pa dec 2021 to nov 2022contractor - project manager, mergers and acquisitionsDefined and executed the project plan to integrate the acquired firm Waddell and Reed with Macquarie inclusive of merging technologies such as portfolio management platforms (FISs InvestOne to Blackrocks Aladdin), overseeing broker-dealer wind down in compliance with FINRA, and delivering on the retention of Books and Records thru their delivery thru storage of data in accordance with SEC regulations.Created a roadmap for the backlog which would be implemented per a prioritized schedule.entech at vanguard malvern, pa feb 2018 to dec 2021contractor - change management leadProject Management lead on the refactor roadmap utilizing the AWS solution in which the Equity Trading platform was moved to the Cloud from on-premise including managing the application releases for the refactored components of the application while also ensuring the legacy system was enhanced/maintained to support business needs during the transition.Prioritized Backlog based on business urgency, developed business use cases, and managed the code release schedule.Addressed Production issues based on the priority and impact to the Business.Established a cross functional Steering Committee to report project health, escalate risks, and ultimately approve the funding for future roadmap.Acted as the lead business analyst to gather requirements with key business stakeholders and wrote use cases to enable the quality assurance and technical teams to identify potential risks to address in order for the software to succeed.Ensured quality test plans were executed successfully in a test environment, which upon successful completion, permitted the production deployment of the code.Automated manual test scripts to enhance performance of quality checks post releases; this included identifying a regression suite of tests.sei oaks, pa apr 2015 to jan 2018Solutions manager for fund accountingManaged Markits Enterprise Data Management (EDM) implementation creating a single security and pricing master (golden source of truth) to ensure consistency of data and cost reductions via staff efficiencies and consolidation of data vendors.Collaborated with InvestTech Consultants to stand up a formal Data Governance program establishing a documented and transparent approach to governing the data being maintained within EDM.Managed the Exception Management System and Control Center projects which are components of FISs InvestOne solution to convert complex work processes into manageable electronic checklists and easy-to-read dashboards, giving a centralized view of fund accounting and investor accounting activities for over 650 funds. With greater control over this process, we increased efficiency and reduced operational risk and cost.Markit boulder, CO may 2013 to apr 2015director, senior project managerOrchestrated a complex plan to develop, test, and deploy a newly branded Markit corporate website www.markit.com to simplify disparate collection of brands into a coherent, single brand within an aggressive timeline. This included frequent and direct communication with the companys CEO for approvals of site content and structure to position the company for its initial public offering (IPO).Thomson Reuters New York, NY nov 2005 to may 2013Role: global head of program office, investment management 2011 to 2013Promoted to a new role created for the division lead accountable for product delivery, maintaining product roadmaps, and status reporting for the $2.5B, 6,500 employee Investment Management division of Thomson Reuters.Influenced product roadmap and delivered value-added enhancements to Thomson Reuters Eikon the companys next generation financial market analysis tool with content which facilitates discovering profitable opportunities by providing an integrated, intuitive and easy-to-use desktop and mobile solution for the investment community.role: chief of staff, investment management 2009 to 2012Recruited by the head of the Investment Management business to take a newly created position to lead the Management Team consisting of sales, marketing, product, training and help desk executives toward achieving growth for the Investment Management business, ensuring customer satisfaction and effective employee engagement.Key influencer of the direction of the division with specific revenue targets and objective setting for product development, pricing, marketing, finance, and sales training and materials.role: head of project office, Lipper 2005 to 2009Led the acquisition and integration of StarMine which was globally recognized as the gold standard in objective measurement of analyst performance. StarMine measures the performance of sell-side analysts based on the returns of their buy/sell recommendations relative to industry benchmarks and the accuracy of their earnings estimates in fifteen regions across the globe.WAll Street on Demand Boulder, CO may 2003 to oct 2005senior project managerManaged major client accounts including Janus, Lipper, and Reuters to design and deliver web based, hosted solutions.Developed deep understanding of market data and vendor suppliers of this data as a result of the above.Seligman Data Corp. New York, NY sept 1998 to apr 2003ASSISTANT VICE PRESIDENT, INFORMATION SYSTEMSDeveloped and executed the project plan to open second corporate location in Portland, Maine with accountability for facilities procurement and build out, establishing the call center, opening a data center on premise, and hiring and transferring of technology staff.SEI Investments Oaks, PA and New York, NY aug 1992 to sept 1998FUND ACCOUNT CONVERSION PROJECT MANAGERCompleted inaugural Associate Management Program intended to mentor college graduates for one fiscal year via rotations throughout the corporation with numerous roles and responsibilities, ultimately landing a permanent position in any given department.Education / LicensesMBA in Finance Temple University, Philadelphia, PABA in International Relations lehigh University, Bethlehem, PACFA Level 1 CandidateAWS Certified Cloud PractitionerSeries 6 (inactive) |
