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Click here or scroll down to respond to this candidateCandidate's Name
EMAIL AVAILABLEPHONE NUMBER AVAILABLESUMMARYExperienced senior professional in the financial services industry with 12+ years of experience. Thought leader and problem solver known for delivering key business outcomes resulting in operational efficiencies, cost savings of $400 million, and regulatory compliance. Performed multiple roles within business and technology divisions using data and analytics to drive decisions. Have coached and managed diverse teams throughout my career. Published writer and pro-bono consultant in my spare time. SKILLS OVERVIEW Product Management Data Analysis Data Governance Project Management Strategic Planning Gap Analysis Agile / Scrum Procedures/ Policies Target Operating ModelsPROFESSIONAL EXPERIENCETHE BANK OF NEW YORK MELLONDirectorSeptember 2019 Current Led the data workstream for the billing program, overseeing all aspects of data migration, integration, and validation to stop billing revenue leakage of $100 million Served as the primary subject matter expert and execution lead for the Enterprise Master Data Management team to support regulatory programs including Sanctions Screening, The Bank Secrecy Act and Anti-money Laundering Drafted data quality contracts and playbooks to establish consistent standards and guidelines for business and technology stakeholders Ran data modeling workstream to expand capabilities of the current client and account model, modeling over 100+ tables Managed a team of technical analysts, overseeing functional requirements, SQL queries and testing plans Liaised with multiple lines of businesses (e.g., Pershing, Treasury Services, Asset Servicing) to foster adoption of the platform Recruited, interviewed and trained new business and technical analysts onboarded to the team MORGAN STANLEYProduct ManagerAugust 2017 August 2019 Designed a new application to streamline client onboarding and documentation for institutional wealth management clients Drafted business requirements in JIRA for developers to build key capabilities for the new application Developed and implemented digital marketing strategy with SharesPost to advertise Morgan Stanleys wealth management services to obtain new business Conducted onsite training with the concierge team discussing operational issues and resolution tactics to support financial advisors that manage $100 billion in AUM Lead closure of high risk audit items for the institutional wealth management business through automating manual onboarding processesCREDIT SUISSE USAAssistant Vice PresidentJune 2012 August 2017 Managed progress of workforce strategy program by partnering with functional areas and senior management to track key metrics as business units and services were transitioned to Raleigh, resulting in total cost savings of $300 million Analyzed large data sets of forecasted versus actual figures for deployment and exits to determine gaps against benchmarks Led workstream to develop a framework for Financial Market Utilities (FMU) to mitigate operational risk and ensure compliance with regulators Wrote global FMU policy and submitted FMU content for Credit Suisses 2015 Recovery and Resolution Plan to global regulators Completed rotational analyst program in Foreign Exchange Operations and Algorithmic Trade Support Managed client relationships for 300 buy and sell side accounts, addressing post execution issues including: missing confirmations, account allocations, IT outages and trade breaks EDUCATION Georgetown University- Bachelors in Business Administration Fordham University- MBA in Finance |
