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Vice President Of Client Service, Operation And Technology Resume

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Santa Monica, CA

PROFESSIONAL EXPERIENCE:

Confidential, Santa Monica, CA

Vice President of Client Service, Operation and Technology

  • Manage budget and client service and operation team of 30+ in US, UK, China and Singapore to service investment and IT professionals in asset managers and central banks.
  • Streamline workflows and procedures for case management, problem management, change management.
  • Translate business requirements into technical details and data model and documentation.
  • Prioritize multiple projects with stakeholders including Business, IT, Development and QA.
  • Successfully turn multiple at risk clients into highly satisfied clients.
  • Manage client projects such as Software implementation and migration Projects.
  • Work on projects with executives and organizations across the firm.
  • Manage end to end project details from initialization, planning, execution, control and monitoring, closing and post implementation support with Agile methodology. E.g. Work with stakeholders on charter, create WBS, documentation, plans and schedules, risk, budget, resource and milestone reports to all stakeholders.
  • Manage Customer Relationship Management implementation, Ticketing System implementation and Software Development Project Management System internally and for Asset Management Clients.
  • Answer and handle asset management annual security reviews.
  • Manage enterprise investment hosting infrastructure.

Confidential, Santa Monica, CA:

Vice President of IT Management Committee and Technical Operations

  • Developed new revenue streams by designing multiple Citrix XenApp farms with Secure Gateway, Web Interface, StoreFront and NetScaler. Developed Citrix support and engineers to manage daily and advanced operations.
  • Defined IT department strategies with Executives such as change control policies and vendor management policies.
  • Evaluated and negotiated with vendors to optimize outputs and spending with IT vendors.
  • Created business continuity and disaster recovery playbook.
  • Led server virtualization projects for mission critical servers and data center migrations (Windows, Linux and UNIX).

Confidential, Santa Monica, CA:

Vice President of Global Technical Client Services

  • Planned investment software implementation projects (from < $100K per year to a few millions dollars per year) for investment and wealth management firms, central banks, governments. Scopes included business continuity/disaster recovery, operation workflows, new ETL processes, encrypted data exchange, platform evaluation and reporting.
  • Developed investment analytics software including installers and distribution packages.
  • Developed shell scripts to monitor UNIX server workload and encrypted data transfers.
  • Led a development team on multiple development projects such as reducing daily production time of the operation team by 75%.
  • Standardized software and application change control, upgrade and delivery protocols that minimize unexpected issues.
  • Built technical operations in US offices and UK office.
  • Managed Windows, UNIX and SQL Servers.

TECHNICAL SKILLS:

Microsoft Office Suite - SharePoint - Project - Visio - Object Oriented Programming - C++ – Perl – Shell scripting –Windows Servers – Linux/UNIX Servers – SQL Servers – Citrix XenApp – JIRA – Tomcat - Salesforce.com – Visualforce and APEX – VMWare VSphere – Project Management – Budget Management – Change Management – Problem Management – Case Management – Agile Development Principles

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