SUMMARY

• Dynamic, results - driven senior information technology executive with a successful track record leading high-performance teams to develop and deliver cutting-edge complex systems and products in a diverse range of technologies.
• Well-practiced in both Agile and SDLC project methodologies, utilizing planning and reporting tools such as MS Office including MS Project, JIRA, and SharePoint. Experienced in managing multi-regional development groups located both domestically and overseas.
• Proven skills in organizational development, strategic business planning, building customer relationships, budget forecasting/monitoring, software development, system architecture and infrastructure design, project management, 24/7 system servicing and support.

PROFESSIONAL EXPERIENCE

Confidential

Senior Program Manager

Responsibilities:

• Employed by the Global Information Systems group to manage and oversee different application Agile workstreams associated the State Street Network Segmentation Program.
• The Program is a Federal Reserve Board mandate calling for the physical isolation and logical segmentation of 186 highly prioritized State Street applications, leading to a fully isolated security infrastructure and enforcement. Presently overseeing the buildout of 53 applications, 24 requiring refactoring for various levels of segmentation, and all targeted to be fully enforced by the end of 2020.

Confidential

Senior Project Manager/Business Analyst

Responsibilities:

• Employed by the Client Technology Service (CTS) Group to focus on IT relationship management, project management, system/business analysis, and connectivity/integration issues in support of client custody and accounting conversions on to the State Street platform for North American confidential clients.

Confidential

Senior Project Manager

Responsibilities:

• Employed by program office to define and stand up baseline for implementation preparation & project execution work stream for deploying State Street legacy applications onto the new enterprise security platform framework (eSF); Established baseline MS project plan and implementation playbook to be used with each application implementation.
• Performed as project manager, leading project teams from requirement phase through production rollout for implementation of specific applications in eSF Integration Program pipeline.

Confidential

Senior Project Manager

Responsibilities:

• Worked in Personnel Investment Solutions Delivery team to represent and lead project efforts associated with the Segment Aligned Marketing - CORE Client group.
• Worked with SAT CORE team to define strategy and develop tactical initiatives, along with their prospective delivery schedules, for FY2014.

Confidential

Senior Project Manager

Responsibilities:

• Managed Collaborative efforts to perform an accounting platform rationalization between State Street Back Office and Middle Office accounting platforms.
• Worked with key stakeholders and subject matter experts to analyze and evaluate key business requirements and deliver functional assessment. Performed day to day tasks and dependencies as to project progress and budget utilizing both Agile and Waterfall approaches to research changes for communication with executive sponsors and key stakeholders.

Confidential

Senior Project Manager

Responsibilities:

• Senior Technical Project Manager supporting a large financial services industry client in the build out of a technical architecture blueprint, and the planning of a project implementation road map, to create a new private wealth management platform to support the guidance and investment planning for customers in households with $5M-$50M in assets

Confidential , Boston, MA

Consultant / Project Manager

Responsibilities:

• Responsible for managing project efforts in the Global Funds Product area that target supporting the ‘Middle Office’ fund operations of Cash Allocation and Rebalancing.
• Program automates current processes and provides the flexibility to clients to perform operational functions via single web-based interface.
• Implementation unifies system platforms, reduces business risk, cuts operational costs, and improves audit and reporting capabilities.
• The effort is part of FORTE (Fund Order Routing and Tracking Environment), a Confidential Global Funds Initiative seeking to provide efficient end to end solutions for Confidential in the funds space. FORTE is based on pControl, a proprietary fund servicing platform developed and owned by Milestone Group Pty Limited.

Confidential, Boston, MA

Vice President, Systems/Technical Development

Responsibilities:

• Oversaw $3.5M development project for automation to reduce risk and manual inefficiencies in reconciliation processing done across operations groups. Created single, integrated and scalable platform utilizing SunGard Intellimatch product and Java based objects on data warehousing architecture. Directed analysts, architects, directors, DBAs and developers from requirement definition to production implementation. Managed relationship with executive business sponsor and software vendors. Technology eliminated manual needs and reduced individual customer servicing challenges.
• Directed design and development of $2M integrated reporting and workflow analytic tool using Confidential Business Intelligence (OBI) architecture to analyze work activities performed by back-office associates. Tool enabled operations management to analyze trends, set employee performance goals, and more effectively allocate staffing resources.
• Managed the evolution of a single web-based (.NET) platform solution for the defined contributions, defined benefits, and human resource services space, to calculate, allocate, and distribute income earned on money received and invested in overnight short-term investment vehicles, reducing time spent on manual efforts by operations personnel.
• Responsible for decommissioning initiative. Directed business and systems analyst research in identifying processing represented by obsolete technologies and redundant applications. Focused efforts on retiring legacy systems, and redefining and operational procedures with business owners. Targeted over $300K in yearly savings for firm in 2009.
• Controlled capital expenditures with outside vendors and contractual partners. Renegotiated contracts, reassigned personnel, and reorganized program delivery targets, cutting capital system costs being incurred, while successfully completing agreed upon discretionary project targets for Fiscal 2008.

Director of Development, Product Master/Dividend/Proxy Processing

Confidential

Responsibilities:

• Managed projects to expand and automate referential data and end-of-day pricing associated with Fixed Income instruments. Functionality introduced included enhancing Step-up and Variable rate information maintenance, expanding and improving automated “real-time” descriptive data vendor feeds using a vendor (Interactive Data) service “SIRS On-Demand”, and Redemption and Call features management.
• Effectively served as an escalation point between technology development group and executive business sponsor, as well as with other technology providers within the firm. Responsible for establishing and maintaining production servicing support model associated with system software and required 24x7 availability.
• Supervised automation of a system for the set-up of financial market instruments, and close of business pricing for those instruments, when trading in non-domestic (U.S) currencies; reducing manual efforts by operational personnel.

Confidential

Senior Systems Manager

Responsibilities:

• Managed creation and implementation of historical tracking of cost basis for mutual fund and equity products in 1099 reportable brokerage accounts as defined by the IRS 550 and 551 publications, for both Fidelity’s retail and supported correspondent clearing firms. Developed in C, C+, and complemented with Java based tools, the infrastructure utilized TUXEDO on top of a UNIX based system.
• Directed design and creation of an XML-based data exporting process for communicating and sharing customer data with non-Fidelity tax preparation products on the open market (Tax Cut and Turbo Tax).
• Created a TCP/IP general messaging tool to handle over a 1.5M data transmissions annually during year-end tax season.
• Functionality provides customers with convenience, consistency, accuracy and huge timesavings in their yearly tax reporting.