Work Summary:

Financial System Business Analyst/Project Manager and Training, Communications, and Documentation Specialist that has led development, implementation, and upgrade projects on CME, Eurex, NYSE Liffe/Amex/Arca, ISE, ICE, NASDAQ, CBOE and CBOT futures and equity option derivative exchanges.

Chicago Board of Trade Key Account and Training Manager that acted as a liaison for the exchange with Business and IT managers at member investment banks, proprietary trading firms and futures commission merchants.

Experienced Change Manager for exchange driven changes implementing internal and independent software vendor high availability, low latency electronic trading applications and services, trading floor order routing systems and front, middle, and back office operation applications. Successfully worked with FIX and binary protocols along with both traditional and agile development methodologies.

Work Experience:

Confidential,Chicago Illinois

Project Manager/Business Analyst:

Currently conducting analysis of exchange requirements and CTC internal systems and processes to establish job task, staffing, budget, schedules, documentation, and report procedures for implementing new trading platforms, direct market data feeds, and trading applications. Providing Project Management for new trading application development and implementation.

Confidential, Chicago Illinois

Service Account Manager:

Established a new position that managed the service activities between Orc customers and Product Management, Development, Training, Support, and Sales. Monitored customer implementations of Orc Liquidator and Trader applications to multiple equity option and futures derivative exchanges. Managed customer expectations and escalated issues as necessary within Orc. Documented and prioritized feature request and tracked new release development progress.

Confidential,Chicago Illinois

Electronic Trading Relations Key Account Manager:

Director of Trading Systems Training:

Training Manager: 7

Account / Project Management:

Collected and documented trading system business requirements, provided input into system enhancements, created user stories and test scripts, monitored development and User Acceptance Testing of application enhancements and assisted customers with implementation of application release upgrades.Assisted customers with training, connectivity options, conformance testing, software/hardware upgrades, platform features, technical issues, product information, market maker programs, messaging policy, user registration, clearing issues, market data and exchange regulations.

Training and Documentation:

Led the needs analysis, design, development, implementation, and evaluation of global training and documentation that supported trading floor automation and electronic trading of Chicago Board of Trade exchange listed derivative products.

Training was delivered in instructor led, blended and e - Learning web-based formats. Led development of customer training on four separate electronic trading platforms (CME Globex, Project A, Eurex, NYSE Liffe), two handheld electronic trading card platforms, multiple trading floor applications and a PeopleSoft based exchange fee billing application.

Provided soft skill training courses to help customers and staff understand and adapt to workplace and global trading world changes. Continually evaluated eLearning web-based training development applications and technologies and implemented best in class solutions to cost effectively deliver high quality training.

Recruited instructional staff members both internally and externally. Developed training programs for instructors in the areas of instructional design and course development, instructional writing, instructor skills, multimedia development, and desktop publishing. Coached and mentored instructors to develop their course delivery skills. Tailored classes for a wide variety of audience skill levels and designed several training classrooms.

Assisted marketing by providing system demonstrations, developing promotional brochures and multimedia presentations, conducting trade calls, and presenting at industry trade shows. Wrote course descriptions, announcements and marketing content.

Web Content Management and Communications:

Example Electronic Trading Projects Managed:

CBOE CSM Multicast Market Data Feed Handler Development

ICE OTC and ICE Futures US Direct Connectivity

P-Coast Trading Floor Post Setup

Barclays Equity Algorithm and Options Order Routing Connectivity

NYSE Liffe US Direct Connectivity planning and implementation

Instinet Tradespeed planning and implementation

CTC Enhanced Wiki and Intranet Web 2.0 Platform evaluation and integration

CBOE C2 exchange connectivity and trading system implementation

Wombat Market Data Feed Handler development and implementation for multiple exchanges

CME FIX/FAST 2.0 implementation, Data Center 3 migration, and Data Center Co-Location evaluation

ISE Optimise trading platform planning and implementation

NYSE Liffe Universal Trading Platform planning and implementation

NASDAQ OMX PHLX XL to XLII trading platform migration, direct market data connectivity, and trading application replacement.

ISE trading application replacement and direct market data connectivity enhancements.

Eurex Releases 12, 13, & 14 implementation and trading application replacement. e-cbot to CME Globex product migration. e-cbot trading platform instructor led and eLearning training development and user documentation including Trader, eFills, eHHT and User Access Website Administrator courses. a/c/e Eurex trading platform instructor led and eLearning training development and user documentation including Trader, Technical, and Security Coordinator courses.

Project A trading platform instructor led and eLearning training and user documentation including Trader and Master Operator courses.

Handheld Terminal (HHT), COMET, Electronic Clerk, AUDIT, and TOPS/ROUTE trading floor technologies instructor led user training and user documentation development.