New York City Metropolitan Area
• Accomplished Project Management and Transformation Specialist with over 15 years of experience delivering large-scale initiatives for top-tier financial institutions including Citi, Bank of America, UBS, HSBC, MUFG, and Mizuho. • Expertise implementing large scale transformation projects for top tier banks, broker dealers and investment firms. Excellent project management, Project Management, finance, market risk and credit risk experience. • Skilled in applying structured Project Management disciplines—change strategy, sponsor development, stakeholder engagement, strategic communications, training, and adoption metrics—across front-to-back-office transformations. • Strong track-record in data governance, audit remediation, business process re-engineering, and cross-functional delivery within Risk, Finance, Operations, and Banking domain. • Successful history delivering complex regulatory initiatives including FRTB Basel Programs, BCBS 239, Data Lineage & Quality efforts, CCAR, Dodd-Frank, Regulation W and Agency Lending Disclosure of Principal. • Ability to manage Front office, Middle-office and Back-office transformation stakeholders and plans, remediation initiatives, data warehousing implementations and workflow improvement efforts. • Solid understanding of the business, securities, trading, risk, and applications. Excellent communication skills. Core competencies include: Program & Project Management • Change Management • Agile & SDLC Methodologies • Process Redesign & Change Management • Strategic Business Planning • Relationship & Stakeholder Management • Team building & Leadership • Project Planning • Resourcing • Budgeting • Data Governance • Policy & Procedures Documentation • Business & Functional Requirements • SAT Testing • UAT Testing • Test Case Creation • Execution • Business Transition •
• Business Transformation Advisory • Strategic Business Change Leadership • Business Requirements Development • Reengineering the front office architecture and applications • Analysis and start up of Regulation ATS Automated Trading Sontrols Project
• Demonstrated expertise in applying structured Project Management frameworks to complex regulatory transformation programs, including FRTB SA & IMA Basel initiatives. • Led risk assessments and remediation efforts for Federal Consent Orders and MRAs, achieving a 60% reduction of issues. • Implemented a Critical Data Element (CDE) control framework across first and second lines of defense; resolved key data quality issues for Risk and Finance functions. • Developed and executed end-to-end change strategies aligned with business goals and regulatory timelines, ensuring organizational readiness and smooth implementation across multiple functions. • Developed a JIRA-based issue management system with Level 1 & 2 approval workflows to track and validate RWA exposure classifications. • Created dashboards and project plans to monitor delivery and keep stakeholders informed across Risk, Compliance, and Technology. • Conducted data lineage and workflow analysis for FR Y-9C and FFIEC call report requirements, improving regulatory reporting accuracy and transparency.
Managing the implementation of international equity and derivative securities Stock Loan / Borrow trading business. .• Demonstrated expertise in applying structured Project Management principles to the implementation of international equity and derivatives stock loan/borrow trading. • Led the successful implementation of an international equity and derivatives stock loan/borrow trading platform, reducing delivery timeline from 12 to 8 months, and cutting project run-rate costs. • Developed a comprehensive change strategy to support system rollout, business process redesign, and market expansion. Engaged executive sponsors and built a network of change advocates across Front Office, Operations, Risk, and Finance to drive adoption and accountability. • Implemented Global One and FIS Settlements systems to support trade lifecycle management for global equities and derivatives. • Created a detailed delivery roadmap and project plan, managing stakeholder alignment across Front Office, Operations, Credit, Risk, and Finance. • Integrated international equity pricing using Bloomberg and Murex, enabling pricing for foreign markets and exchanges. • Developed daily and monthly risk and finance reporting using Snowflake, enhancing transparency and compliance with internal and regulatory standards.
• Led model alignment analysis and documentation for FRTB SA and IMA, ensuring regulatory compliance and consistency across risk and capital models. • Developed and executed a structured change strategy that included stakeholder engagement, executive sponsorship alignment, and change agent development across Risk, Finance, and Technology. • Led strategic communications and tailored training programs to drive awareness and capability building around new regulatory processes and models. • Eliminated critical End User Computing (EUC) tools and spreadsheets, migrating processes to strategic platforms to improve control and audit readiness. • Directed enterprise process re-engineering efforts, aligning front-to-back workflows and enhancing data flow and ownership across functions. • Managed stakeholder communications across Risk, Finance, Compliance, and Technology, ensuring program alignment and prompt delivery. • Oversaw remediation of internal audit issues and MRAs, delivering sustainable solutions that addressed regulatory and governance gaps.
Senior Program / Project Manager leading a Markets Transformation program at Citibank (FRTB SA, FRTB IMA, CVA, HVaR, Price Risk) Key Responsibilities: • Providing overall project management and advisory consultant skills for a large multinational bank • Manage end-to-end programs for various stakeholders including Risk, IT, FO, OPS, Finance • Lead Transformation efforts as formal engagements, including scoping, planning, executing, & reporting • Assist clients with the initial development of a transformation vision • Develop multi-stream project plans, including milestones, issues, risks, and dependencies • Ability to work on multiple projects at once and show critical paths across the delivery efforts • Monitor and understand interdependencies, risks, and Issues across programs • Help articulate the impact and benefits of the transition to the firm • Determine the right course or action, escalation, or mitigation plan • Project Execution / Delivery • Planning / Strategic Solutions • Data Management & Analytics