Boxford, Massachusetts, United States
Senior Systems Technology leader with deep experience in software development. Proven record of success owning Application Development, Digital Strategy & Transformation, Enterprise Data Strategy, Program and Project Management and New Product Development. Called to rescue troubled/failed projects or build & execute blue ocean strategic initiatives. ⓵ COLLABORATIVE PARTNERING TO ACHIEVE COMPANY WIDE GOALS ► When building the new Infomediary product, challenges included requirement scope, time to market, new technology, & intense pressure to deliver. Developed close working partnership with Head of Infomediary Business. Challenged traditional raci chart of who did what & improved time to delivery by 30-40% & saved 30% testing time. ⓶ LEADING COMPLIANCE TECHNOLOGY TO ACHIEVE REGULATORY TARGETS ► Led Compliance Technology group struggling to keep up with increased scrutiny on compliance & falling behind on critical deliverables required by regulators. Developed a plan, hired staff & experts, cleared roadblocks, & put in place standards & data governance rules. Achieved 85% of commitments to regulators, an outstanding achievement as communicated by the regulators. ⓷ CHALLENGING THE PROCESS TO SAVE FLOUNDERING PROJECTS ► I look deeply at people, process, & product. New Regulation that required banks to certify integrity of their data needed testing. Automation would save time, money, & improve quality of testing. We automated 80% of validation workflow. Reduced calendar time by 3 months & required resource commitment from 55 to 4. ⓸ BOLD DECISION MAKING WITH GROUNDED CALM TO ACHIEVE THE IMPOSSIBLE ► Asked to take over a project to build new real time corporate action application. Methodically looked at people, process & product. Replacing resources required HR intervention. We brought the project in line & completed in 1 year. ⬇ ⬇ Further examples in “projects” below ⬇ ⬇ Happy to chat to old & new colleagues via LinkedIn or email [email protected]
Enlisted to evolve the Compliance Systems Program, Organization and Platform to handle the industry’s heightened scrutiny on regulatory compliance and its rapidly changing demands. • Grew the compliance systems staff from 10 to 115 while building in appropriate span and control considerations with resources located in New York, Boston, Poland and India. • Implemented enhanced SDLC, Agile and ITIL frameworks streamlining work and support functions to be more efficient and delivery focused. • Implemented a data governance and stewardship program to ensure data integrity and quality. • Implemented Secure Coding best practices ensuring compliance and regulatory approved development.• Delivered the buildout of the Anti Money Laundering (AML), Sanctions and Core Compliance capabilities. • Deployed a combination of Vendor Product and internal Developed applications to meet the Compliance Business needs. • Third party products included Actimize for AML and Trade Compliance, Fircosoft for Sanctions, MCO for Core Compliance and Archer for Policy documentation. • Introduced a compliance data mart to allow for sophisticated data analytics, tuning and reporting. • Automated key Payment System data lineage tasks needed to satisfy DFS Reg 504 saving 3 months effort and reducing resources needed from 55 to 4. • Internally developed a KYC application that spans all BBH LOBs and global offices. • Streamlined firms Vendor Management Process by integrating with MetricStream, a cloud based Supplier Management and Workflow application. • Member of AML Oversight Committee.
Accountable for client facing web applications for BBH Investor Services LOB. Established the client experience technology program and enterprise data strategy to support client reporting. Led the channel distribution effort to include desktop, web services, API and Mobile. Responsible for the Project Management, Data Warehouse and Information Delivery development teams. • Delivered and supported the BBH Enterprise Client Portal - BBH Worldview. • Established common user experience guidelines for all BBH applications. • Accountable for client facing web applications including transaction entry applications, client reporting applications and BBH Intellectual Content delivery applications. • Implemented a data sdlc and a data governance and stewardship program. • Built the data strategy roadmap to productize data by creating an holistic view of client data through enhanced business intelligence capabiities. • Implemented best of industry Transfer Agency platform with combination of vendor transaction processing solutions and internally developed reporting functionality. • Implemented SalesForce as enterprise CRM. • Established Enterprise Center of Excellence for Business Process and Workflow in Krakow, Poland. Delivered projects to all LOBs to drive down operational expense, increase quality and control, improve KPI timeliness and strengthen compliance policy and program. • Achieved goal of 50% use of Agile Methodology for client product development. • Migrated Human Resources application from Peoplesoft to cloud based Workday. Helped establish BBH policy and best practice approach for cloud based solution decisions. • Added as member to Systems Executive Steering Committee.
Developed the Krakow Development Center established in 2012. Created a co-equal technology center to centers in Jersey City, NYC and Boston. Oversaw development between Krakow and US tech centers. • Developed Global Location Strategy to determine where Technology roles are placed globally. Drivers being Business Alignment, Technology Alignment and a Global Support model to serve clients in the timezone they do their business. • Grew technology staff from 0 to 250 by end of 2014 with focus on application development, project management and quality assurance. • Spent 50% of time in Krakow providing a Senior Presence and being a culture carrier. • Reduced BBH developer cost by 40 %. • Member of Poland Oversight Committee and Global Workforce Oversight Committee.
Supported the Private Bank LOB and all office end user computer needs. Responsible for all integration and liaison with PNC Corporate Technology.
Recruited by current employer, The Travelers, to relocate to Boston to help grow their subsidiary The Massachusetts Company, a Bank And Trust company. Responsible for all systems at TMC including wire transfer, ACH, Check Processing applications. Responsible for all integration points back to parent company The Travelers Insurance Company.