Wantagh, New York, United States
Financial Services Project Management and Business Analysis Executive best known for bringing structure and organization to projects and departments. Recognized for facilitating corporate success by assessing customer needs, identifying unique alternatives, and developing and implementing long-term solutions with high customer satisfaction. Resourceful, creative, and persistent in engineering solutions to resolve issues and meet business requirements. Effective in fostering collaboration between technical and non-technical personnel. Expert in Financial Services sector with MBA. Specialties: Project Management | Change Management | Testing (QA, UAT) | Cost Reduction | Process Improvements and Reengineering | Risk Management | Business Analysis | Needs Assessment | Solutions Development Life Cycle | Training | Vendor & Client Relations | Reporting | Global Custody | Asset Servicing | Client Onboarding | Wealth Management | Managed Accounts | Market Reference Data I can be reached at [email protected].
Project Manager supporting Citi Trust
Managed Account Solutions – Hands-on project leadership role, driving end-to-end implementation of managed accounts platform, provided by Vestmark, enabling outsourcing of managed account operations and infrastructure. Delivered requirements definition, process and workflow definition, data mapping, user acceptance testing, conversion, training, client communication, production deployment and post-implementation support. Directed cross-functional teams of clients, traders, software vendors, operations and internal resources for new client onboardings and new Vestmark software releases.
Managed Account Solutions - Held similar project management role for JPMorgan Chase until division’s sale to UMB Fund Services; led implementations and servicing clients for managed accounts platform. Orchestrated cross-functional teams. Identified requirements for and delivered training and communications to clients.
Provided end-to-end project management for Implementation and Risk Services Group, directing major conversion events, corporate initiatives and targeted discretionary projects that impacted back office operational business units and national wholesale lockbox. Conceived and implemented solutions that contributed to multiple lines of business. Delivered post-implementation support as needed. Handled UAT and IST testing for various Enterprise-wide releases.
Appointed to role to lead Sales and Service Innovation and shifted emphasis towards change management and stopgap initiatives following merger with BankOne. Managed teams of up to 10 business analysts, gathering and validating business requirements, business rules, use cases and functional specifications. Implemented system releases and process improvements across retail channels.