SUMMARY

• Established product development leader at the intersection of business and technology, offering 20+ years of specialized expertise in the areas of product development, implementation, and project management.
• Exhibit strength and advanced knowledge of the securities sector, to include compliance and regulation with a focus on Fixed Income, Equities markets and products.
• Worked with senior management to manage budget and roadmap.
• Consistently re - selected to support customers, spanning comprehensive and highly involved programs.
• Demonstrated skill in analyzing and executing product solutions with a focus on reducing costs through the improvement of operational efficiency.
• Effectively manage clients, resources, and projects, spearheading end-to-end product delivery.
• Proven catalyst for change, delivering results while advancing enterprise system performance to the next level.
• Highly versatile and capable of readily establishing a positive and dependable rapport with team members.
• Managed Fixed Income and Equities Market Regulation product/program with a budget of over $3 million; identified fraudulent behavior in market activity and maintaining fairness and integrity in securities market.
• Led the Home Affordable Modification Program (HAMP) business program designed to help financially struggling homeowners avoid foreclosure by modifying loans to a level that was affordable for borrowers and sustainable over the long term.
• Supported data warehouse re-engineering program designed to perform capacity and space management thereby delaying company investments of $10-20M within a year.

TECHNICAL SKILLS

Management Tools: MS Project, Manager Tool, JIRA, MS Excel, MS Word, and MS PowerPoint

Analytical Tools: Machine Learning, SuRF, MIRS, Rational Rose, UML, Use Case modeling, Together-J, Visio, Snag IT, Starteam, Wiki, MS Word, MS Excel, MS PowerPoint, and Cost-Benefit Analysis

Requirement Management Tools: DOORs, Rational Requisite Pro, Quality Center, Sharepoint, Tortoise GIT, Tortoise Subversion (SVN), and Starteam

UML Models: Use Cases, Sequence diagrams, Activity diagrams, Business Process modeling, Data Flow Diagrams, and Functional Component Modeling

Domains: Fixed Income, Equities, Financial, Banking, Mortgage, Internet, Telecom, CRM, Health Care, Pharmaceutical, Sales Force Automation, and Industrial Hardware

Methodologies: Agile (SCRUM), SDLC

Additional Tools: SQL, Data Warehouse, Pentaho, SAP Business Objects (BOXI), Business Intelligence, Java, Oracle, Toad, XML, Remedy, ClearCase, ClearQuest, JIRA, AWS Cloud, Agile, Scrum (User Stories), and Aqua Data Studio

PROFESSIONAL EXPERIENCE

Product Owner | Program Manager | Project Manager

Confidential, Rockville, MD

Responsibilities:

• Actively managing technology team and business users for Fixed Income product. Spearhead compliance and regulation of fixed income trades for the financial market while molding to business priorities; create budget, deliverable schedules and cost estimates.
• Collaborate with various groups in gathering requirements for product enhancements and in identifying pattern production schedules, ensuring compliance and market manipulation and fraudulent behavior with Confidential rules and regulations.
• Recognized as the product SME for Fixed Income product development. Operate within an Agile environment, interfacing with business and technology to refine requirements and further develop compliance and market manipulation behavioral patterns and processes.
• Perform data mining to identify fraudulent activity and to identity firms trading bonds and equities away from market price.

Product Owner | Program Manager | Project Manager

Confidential

Responsibilities:

• Responsible for setting the product vision, strategy, roadmap, and clearly communicate the strategy and business value to the stakeholders and management team
• Leveraging Agile SCRUM methodology to manage projects and project teams consisting of business and technical resources
• Managing the product roadmaps, including prioritization and scheduling process for the product from concept to design, prototype, testing, production and support
• Managing Market Surveillance patterns to support compliance, regulation and market manipulation and fraudulent behavior of fixed income and equity markets by managing teams performing data mining and pattern recognition of millions of trades executed by firms at prices away from market
• Managed Product Backlog and created Epics and User Stories in JIRA within the Agile SCRUM Board
• Managing Annual Fixed Income Budgets and forecasting with a technology team of over 15 resources
• Managing Development, QA, Business Analysts and Cross functional teams
• Managing Fixed Income and Equities Product Roadmap with business priorities; created schedule, cost estimates and budget
• Managing key projects to include: Best Execution of Trades, Fair Pricing Sweep, Order Life Cycle, Trading Ahead, Parking, Daisy Chains, Interpositioning, Pair-Off, Comparable trades, Marking the Close, Wash Sales, Dealer Mismatch, Contra Execution, Late Reporting of Trades, and Excessive Commission
• Managing Product enhancement requests, product results, user reports, and make recommendations to improve customer experience
• Managing pattern migration from SAS to SQL framework and then to AWS Cloud, changing organizational direction to efficiently handle the processing of millions of trades
• Work closely with product development, engineering teams and guide them with product planning and execution to deliver products that aligns with the vision and objective
• Proposed and implemented solutions to identify activity in securities market with trades executed without regard to size
• Proposed and implemented solution to match interdealer trade reports in Fixed Income securities market.
• Experience with Fixed Income Products (TRACE System - Treasury Bonds, Corporate Bonds, Confidential, Securitized Products, and Municipal Bonds - RTRS System (Maintained by MSRB)), OATS, Quotes, Order Data, Reuters Reference Data

Senior Business Analyst

Confidential

Responsibilities:

• Researched existing business processes, procedures, and data to be automated or enhanced, yielding cost savings through the reduction of manual business processes.
• Participated in project meetings and worked with business community to plan project/product roadmap; adopted changes to the system via the change control process.
• Participated in cost-benefit analysis to analyze the benefits of a data mart re-design effort.
• Provided professional and technical development opportunities through assignments, mentoring, resource allocation, and trainings.
• Ensured the process of business requirement definition was high quality, documented, and consistent with corporate standards of internal controls and auditability.

Confidential

Senior Business Analyst

• Worked with HAMP business program to elicit and document requirements for a system which calculated incentives and accrual payments for Servicers and Investors. Performed reconciliation activities. Led a staff of two Business Analysts in the production and managed of data warehouse requirements, functional specifications, and business rules spreadsheet for the HAMP program. Ensured the process of business requirements were followed and met the corporate standards of internal quality controls and auditability.
• Completed data analysis on data marts and warehouse.
• Created data mapping (source and target mapping) artifacts.

Senior Product Consultant

Confidential, Dulles, VA

Responsibilities:

• Collaborated with product business leads to define and execute product features in alignment with overall product strategies. Liaisoned with product development on new products and current product enhancements ensuring achievement of strategic revenue objectives. Documented requirements to enhance product features and ensure product supports the company’s overall policy and goals. Further defined product vision and worked closely with engineering, sales, marketing, and support teams to ensure customer satisfaction. Effectively managed client relationships and their needs and further understood their experience with the use of the product itself; developed incremental improvements to make the product exponentially better.
• Performed cost-benefit analysis to create business case for product enhancements.
• Closely monitored key consumer and competitor trends to ensure products were ahead of the market with 100% system availability and improved response times.