SUMMARY

Over 20 years of diversified Financial Services experience including extensive background in Data Management disciplines such as Master Data Management, Reference Data Management and Quality Assurance. Proven success in Enterprise Risk Data Management including: Credit Risk, Market Risk and Capital Markets. Experienced with a variety of vendor/data products from: Dun and Bradstreet, Salesforce.com, GoldenSource, Sungard, Asset Control, Bloomberg, and Rating Agencies.

Core competencies and qualifications include:

• Master Securities Data Management
• Business Analysis
• Project Management
• Credit Market Risk Data Management
• Quality Assurance
• Counterparty/Client Solutions

PROFESSIONAL EXPERIENCE

Confidential

Senior Project Manager

• Responsible for defining and executing the master data and metadata management strategy for Confidential. This included: Scoping, prioritization, planning and execution of the organization's Master Data Management strategic roadmap Teamed with users to gather and formulate functional requirements, manages design, build and implementation through deployment. Managed communications, issue resolution, implementation and testing plans, training plans and successful transition to support and maintenance teams. Established metadata management, data catalogs, data standards. Data process flows and best practices for MDM data working closely with enterprise architects and data modelers and business users. Engaged and collaborated with senior leaders and peers in evolving Master data management within the organization's applications and processes. Worked with relevant internal GE parties and external vendors in best practice sharing and effective solution delivery Developed with internal customers to capture, analyze and document business and functional requirements. Managing entire project through analysis, design, and build, across cross functional resource teams. Worked with teams to manage and prioritize development projects and enhancement and maintenance requests. Enforced adherence to processes and mentor team members to grow into new roles and responsibilities.

Confidential

Assistant Director

• Managed engagements on Client solutions for Reference Data, Security Master, Counterparty and Client Data. Subject expertise on Data Quality and creation of golden copy master data. Developed Data Linage process for application development. Developing MDM solutions for Security Reference Data Master Security Master/Pricing/Corp Actions/Issuer Data - Project Management/Data Governance/Data Quality/Golden Copy Creation/Work Flows/User Interface/Metrics KPIs/CDEs
• Participating as Data Standards Governance Lead - responsible for identifying data standards governance participants, conducting meetings, facilitating inter-organization communication, documenting compliance status, aligning external systems with core data standards development and participating in global data standards efforts.
• Responsible for documenting existing processes, designing/developing specifications used to build core functionality, reports and interfaces and conduct in-depth testing on developed recommendations. Documented existing client business workflow, procedures, roles and responsibilities. Report and track identified data issues, followed up to ensure resolution in a timely manner. Assisted in enforcement of project deadlines and schedules managed resources in accordance with project schedules
• Compared and evaluated Asset Control reference data platform and client reference data platform. Reviewed various data feeds, data classification, data processing, data distribution, usage, operations and costs to optimize reference data expenses. Complied data profiling among various data vendors Bloomberg, Reuters Datascope, Agencies and Rating agencies etc

Confidential

Business Analyst/Founder and Senior Principal

• Founded in 2009, Confidential is a Data Management Solutions consulting company focusing on Reference Data and Business Information Management projects. As Senior Principal, responsibilities include performing client data quality assessments, solutions design and implementation and ongoing management of client engagements.
• For various financial institutions did Client on-boarding process flows, researched new regulations/standards impact on Vendor Products, developed pre-sales presentations and worked on data strategy initiative for golden copy reference data platform.

Confidential

Sr. Business Analyst

• Responsible for providing consulting services to clients in the areas of reference data golden copies, product taxonomies, and counterparty solutions. Subject matter expertise SME in reference data, market securities data, counterparty data, and time-series data.

Confidential

Manager

• Responsible for the overall quality, content and timeliness of business entity counterparty data used within Credit Risk CRM , Market Risk MRM and Economic Capital. Accomplishments include:
• Suggested critical product improvements to D B Enterprise Risk Compliance Product. Provided leadership and expertise to overall enterprise risk organization as it relates to all entity data attributes.
• Developed matching process to ensure counterparty was correctly matched from source system to existing party in database.
• Worked with development team on the design and maintenance of the internal workstation including validation rules, additional fields, new user setup and training. Developed test cases and performed extensive UAT on any changes to the Workstation.
• Ensured that counterparty/client data meet users' requirements golden copy via creation and application of business data rule sets this included hierarchal, geographical, identifiers, legal name, industry classifications.

Confidential

Business Analyst/Data

• Responsible for ensuring that the data model is kept up to date to meet user requirements including mapping data from internal and external vendors to the model, and normalizing the data from all sources. Supervised and conducted UAT on all new services available to the ERM Data Repository. Created Validation Rules to create Golden copy of securities and pricing record for Market Risk analysis.

Confidential

Business Analyst

• Developed Market Data Standards to be used in the development of Enterprise wide Securities Master database for Risk Management. Created extensive validation rules to ensure quality of Market Data. Enhanced Data Model with Static / Dynamic Market Data and mapping between internal/external market data vendor data feeds. Developed Meta Data Table for Security Master Database.