BNY Mellon

Program Manager , Enterprise Data Management

Morgan Stanley

•	Program manager delivering integration and unification across software platform supporting Wealth Management and Institutional lines of business.
•	Manage Agile build as a Fleet Lead of a transformational Asset Servicing Platform designed to support and process all asset servicing events. Partnered with Operations to promote workflow automation and harmonization, reduce operational risk and increase STP through the implementation of a new Operations desktop. 
•	Proposed phased Implementation approach to US Domestic Income project with focus on minimizing exceptions in early stages of the projects.
•	Defined and create roadmaps, structured work streams, partnered with senior stakeholders to identify priorities and risks. Deliver program status updates to senior technology and business sponsors, and Steering Committees.

Senior Program Manager / Delivery Lead, Asset Servicing Technology

•Program manager for IHC Prime Brokerage Optimization program work stream across $6.5M portfolio that is a part of Firmwide initiative to address requirements of FBEPS regulations. Responsibilities include set up of program structure, stakeholder management and communication, definition and consensus building over program scope, management of deliverables specifications, coordination of Agency Lending Repapering and planning of execution of User Acceptance Testing and training efforts.  
•Partnered with Technology, Operations and Business to define tranche base migration strategy for project production implementation that satisfies requirements of regulatory timeline for the delivery and ensures achievement of business goal of balance sheet optimization.

Senior Program Manager (Consultant), Equity Finance Product Development

Deutsche Bank

•Managed on-boarding of the Front Office systems to the strategic centralized reference data hub Quorum to guarantee operational and technology compliance with Volcker Rule. Provided visibility and delivery transparency into all aspects of projects and program by delivering regular updates to the appropriate audience including senior stakeholders during Operational Committee meetings.

Senior Project Manager (Consultant), Client and Instrument Reference Data

Credit Suisse

• Managed development of strategic Contract Lifecycle Management Platform that provides real time data input for the Netting Engine calculations. Recommended best practices for data integration and reconciliation, minimized operational risk, accelerated instant management control and compliance with regulatory requirements. Managed multiple implementations and project plans through all phases from requirements to UAT and deployment.

Project Manager (Consultant), Global Compliance and Legal IT

Goldman Sachs

• Managed development of strategic real-time Global Error Tracking System used by Trading Operations and enabled intra-day monitoring of trading errors and real-time alerts based on thresholds and other metric. Improved data availability for account analysis by 24 hours.
• Project managed development of Risk and Approval Control Framework in the Strategic Global Journaling Platform used by 1200 users in Operations, Controllers, Sales and Trading divisions to effectively manage and mitigate operational risk including Sanctions Protection and Real Time Surveillance.
• Liaised with Operational Risk Team and Internal Audit, and served as central point of contact with division Internal Audit, to introduce reference data and calculation integrity verifications in the strategic Global Error Tracking System to ensure accuracy and transparency of data reported to Basel II. 
• Automated manual workflow for the Audit Confirmation team in Operations that included automation of the retrieval of client statements and verification of client information resulting in reduction of personnel requirement by 4 head count during the peak auditing period.
• Managed budgets for multiple projects with spend of over $2M across multiple operational teams. Generated financial reports for senior stakeholders across technology, operations and business that provided maximum transparency and allowed for optimization of project resources.
• Created and implemented an effective process assurance framework for the Technology Audit program that ensured full compliance with SOX and SSAE16 controls and requirements.
• Analyzed business requirements, created functional specifications that support strategic architecture initiatives and satisfy regulatory requirements for client data segregation in Firmwide Securities Stock Record and Sub-ledgers.

Project Manager (Vice President), Operations Technology Division

• Led the development of transactional gateway to facilitate migration from mainframe to distributed platforms. Optimized system performance, reliability and improved transaction throughput in applications that publish and process real time transactions. Increased messaging throughput from 50 to 200 per second to allow speedy delivery of critical data to downstream systems (Funding, Stock Loan, and Customer Segregation).
• Developed software and managed the initiative to migrate Institutional and Prime Brokerage accounts from mainframe Stock Record to a distributed client platform. Completion of the project resulted in platform and functional convergence for Prime Brokerage and Institutional Operations.  
• Implemented automated reconciliation framework to enable migration from mainframe to a distributed Stock record.
• Provided technical oversight and led development functions for the GS Capital Market Multi Currency Conversion Project migrating balances for firm accounts from the Stock Record to the General Ledger.
• Acted as lead developer on project to support 1441 IRS Regulation on Backup and NRA Withholdings, built an interface with the strategic tax module.
• Supervised and executed Y2K and EMU user-acceptance testing for Core systems. Developed software to replace key components of the system according to contingency plans.

Project Leader (Consultant), Operations Technology Division

Bank of New York Mellon

• Responsible for the full project life cycle of the online OmniPay Check Writing System.  Streamlined management of payments to pension fund employees; converted online and batch modules to be OmniPay compatible.
• Optimized nightly batch cycle performance, reduced run time and improved data availability by 2 hours.  Addressed online access to historical information and outstanding check notifications.

Senior Programmer Analyst (Consultant)

Accomplished hands-on Delivery and Program Manager with demonstrable success in introducing and delivering transformational solutions for critical business and operational challenges. Committed to developing collaboration that drives value today and tomorrow. Solid track record at working across complex enterprise boundaries, setting direction and managing the needs of senior stakeholders. Effective in partnering with business leaders in all phases of a project lifecycle with a focus on aligning business goals with technology solutions to drive business process and system improvements to increase efficiencies and reduce costs.

❏ CORE COMPETENCIES

• Multi-platform Experience                                          
• Project Management
• System Design and Architecture                                
• Application Risk Management 
• Scenario Planning                                                     
• Process Engineering                   
• Finance and Securities Knowledge                             
• Strategy Development and Execution 
• IT Audit and Governance
• Team Leadership

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