SUMMARY:

• Accomplished Management/ Business Consultant with hands - on IT experience, demonstrating the ability to manage all aspects of fast-paced, complex global initializes within the banking & financial services industry including global organizations
• Project/Program, Account, Team/Resource, Vendor Management Project Methodologies; pmbok, pmi, agile, scrum, waterfall, rup
• Market Data - Trading Systems - etn, ecn, stp, Protocols; fix, toms, swift, testing/qa, sourcing, pricing, inventory, usage, displacement
• IT Infrastructure (Desktop, virtualization, Data Center, Mainframe, Cloud -SaaS, IasS, PaaS) Client On-Boarding & Implementations process improvements and cost savings. Software Development (SDLC), Requirements Gathering aml, regulatory & Compliance
• Software /Hardware- migrations, upgrades, decommissioning, displacement, deployment, configuration Business Development
• CRM ERP Product Launch's Systems Integration Sales Lifecycle Business-Intelligence Engineering/CAD/Manufacturing

TECHNICAL SKILLS:

Tools: & Methodologies: pmi, prince, pmbok, agile, scrum, lean, waterfall, sdlc, itil, six sigma, jira, raid, confluence, remedy, publisher, visio, clarity, ppmc, plainview, p2p

Soft Skills: Excellent communicator whose emphasis on presentations to senior and executive management builds strong strategic relationships in achieving required corporate mandates, Thought Leadership, Customer Excellence, Management / Team Building, Vendor management, Off-On-Shore, Dedicated/Non-Dedicated Geographically Dispersed Resource/ Teams, Managing Mid-Large Programs, Time, Material, Contracts, Sourcing, Budgeting blue/green dollar

Sales: Process From pronouncement to billing using various Crm & Erp Systems, Experience in managing/ creating Content, & Marketing Customer Excellence, Support, Administration, Highly Skilled at setting & negotiating SLA's (Service Level Agreement )

Reporting/ Presentation: Expert level reporting ; granular to executive, steering committee, Plt, Slt-1, custom metrics reporting dashboards, financials, kpi, business case, revenue, cost, investment, labor, Risk, proposition, rationale, & operational

Vendor Management: managed & sourced contracts; vendors and third party, responsible for writing SOW, FRD statement of work, commercial agreements, invoice processing and billings, RFP negotiations/management, vendor relationship/management

Microsoft tools: SharePoint Design/Administration; excel (expert level; pivots, lookups, formulas, scripting, vba), PowerPoint, Visio Publisher,, Ms Project, Access, Sharepoint ; site /sub-site creation, implementation, upgrade, search customization, landscape, farm & content management, MS server, Access, Outlook, JavaScript & CSS, Workflow/Template / Master Page Design, Kpi, dashboard

Infrastructure: decommission, data center, virtualization, network design, routers, switches, server, cutover sheets

Crm: Salesforce, Trust, Gorilla, Seibel, TR Oms, Erp Sap, Oracle, Crystal Reports, Bi Business Intelligence

Market Data: Infrastructure, Application Support, Displacement, Cost Analysis, etn, ecn, stp, Trade Capture, Post-Trade, FIX, XML, TOMS, SWIFT, Testing/Q&A, Sourcing, Inventory, Usage, and Contract Negotiations, Bloomberg; Terminal, Anywhere, Order Management, Tradebook, Emsx, Fit, Fxgo, Cmet, Aims, Toms, Stp, Factset, Intex Broker, Trader credit, Dbc financial, Cqg, Capiq, Rox, Archipelago, Tiblink, Confidential (expert level ) solutions, services, offerings, infrastructure, Ilx, Dacs, post trade adaptors ( raf, xml, Tof, Print, Conversational, Dealing), Elektron, Eikon, Bankstream, FXall, Fxt, ThomsonOne, bridgestation, Reuters 3000, Xtra, Rtns, ThomsonOne Smart Client, Banker Web, Ilx, Protocols ; Fix, Xml, swift Ratings; S&P, Moodys, CapIq, Thomson, Bloomberg

Repository Tools: Peoplesoft Vantive, Remedy, Peregrine Systems, Service Center, Lotus Notes, Asset Center, Active Directory, Automate, Test Director, Archer, Oms, Clarity, PPM, BI-Apps- Business Intelligence Microsoft Suite

Aml/Compliance: kyc, change, risk, rules, transparency, reputation, vulnerabilities, mitigation, accountability, assessment, impact

Operating Systems: Windows (admin level), Unix, Mac, Linux

Developmental Tools/Applications/Engineering: Cad, Solidworks 14+, Rhino v4+ Sql, Html, Flash, JavaScript, Css, Xml, Photoshop

PROFESSIONAL WORK EXPERIENCE:

Confidential, New York, NY

Program Manager

Responsibilities:

• Lead multiple concurrent product development projects including the management of Scope, Schedule, Resources, Issues, Risk Management, Budget creation, Work Breakdown Structures (WBS), Statements of Work (SOW), Issue Resolution, Service Delivery, Change Management, Release Management and the delivery of a portfolio of product development initiatives in an enterprise E-commerce Confidential .
• In tandem incorporated strategic service offerings consisting of a variety of innovative business, technology, and sales strategies to a variety of clients with books of business in the 250k-8M range. Each Account consisting of separate project plans, kick-off's, and roadmap
• Responsible for all strategic business planning, budgeting including the preparation of business case pricing evaluations for multi- year procurements resulting in the creation of value, both strategically and economically from opportunity creation through contract negotiations (Measured NPV, ROI, IRR through financial modeling, recommending go/no-go decisions on various potential product investments)
• Managed all aspects of project / product management, processes, technical design, and sourcing, resulting in reducing turn-around time and cost
• Designed and maintained all E-commerce Marketing & outreach, resulting in approximately 30,000 users monthly in less than six months
• Managed all client & product services by customer management, incorporating proven project methodologies, business processes, and innovative patent pending technology, resulting in added value, delivery distinction, exclusive products designed in AutoCAD, RHINO, and SOLIDWORKS by attracting new business, while retaining existing clients
• Analyzed profit margins of existing and proposed products to make price change recommendations.

Confidential, New York, NY

Sr. Project Manager

Responsibilities:

• Lead and managed the definition, execution, and delivery phases of the Americas region, part of a complex global transformation initiative, implementing customer-driven technology, replacing an existing 30+ year old Foreign Exchange (FX) Matching & Dealing Trading system & Infrastructure with new business intelligent, trading platforms, transforming the technical delivery methodology for an approximate 18,000 users, resulting in a reduced cost base (SaaS, IaSS) and agile technical deployment minimizing overall implementation time by up to 50%, In tandem partner with Sales to provide strategic and tactical execution of E2E sales delivery and pre-sales engagements in an operational effort of retaining existing commercials, driving demand, spotting potential cross-sell liquidity opportunities, and growing subscription & transnational revenue.
• Responsible for managing of all aspects of the project delivery for approximately 70 financial institutions with an approximate $2M+ book of business, from documentation, technical designs, end user installations, decommissioning and removal of legacy services to approximately 15,000 Dealing users by ensuring project governance was in place to support the delivery of the program in which each account consisted of separate project, with individualized project dependencies.
• Facilitated all parallel and vertical project kick-offs for each account, consisting of individualized project planning, stakeholder communication, regional Implementation teams (Account management, Engineers, technical staff, back office, sales, Development, QA, training, and support)
• Strategically planned the delivery of strategy, pre-sale engagements, technical implementation plans, by facilitating user workshops, iterative Sprints, and brainstorm sessions to identify gaps, spot up-sell opportunities/ Demand, and create client adoption plans for each pre/post go-live deployment strategy.
• Negotiated team "over- commitment" for 200 + project resources, as each implementation ranged in size, scope and complexity from customer owned hardware to Electronic communication networks requiring individualized planning, requirements, development, roadmaps, IT Infrastructure( data center, Desktop, solutions, services, budget, developmental needs, and QA), and post deployment support
• Provided consistent and comprehensive Up-To-Date program visibility, by preparing high-level strategic & operational metrics dashboards to Senior management, C level, ETL- leadership/Steering Committee through progress reporting, forecasting, weekly, monthly and quarterly program status, project health, risk/ mitigation, change, variance, contingencies, escalations, and issue assessments
• Decreased the client on-boarding process by creating and managing a custom, transparent metrics dashboard in SharePoint, integrating manually generated reports, technical readiness forecasting, and overall client on-boarding time from sign-off onto future state architecture by 20 -30%
• Reviewed each client implementation by partnering with the technical, strategic, and operational teams in ensuring the successful adoption of trade capabilities, service offerings, entitlements, financial exchanges, news, various financial instruments, and work rendered by 3rd party vendors by scheduling and ensuing successful installation of IT Infrastructure, hosted services, voice & data, servers, circuits, routers, QA & packaging, scheduling of decommissioning/ build-outs, and managing individualized developmental needs, moving between agile, waterfall and a hybrid of methodology approaches depending on the need of each client
• Assisted the development team in the ongoing effort of integrating the Eikon Sales Order Process, and improving user administration with the use of Unified Platform components to deliver Single Sign On
• Achieved 100% of 2015', Q4 target's, representing roughly 47% of the AMERS region, hitting all program milestones starting with Q1/15'
• Championed a method of working rhythm to partner with sales in an effort to close revenue gap by contract renewals, subscription usage, cross-selling liquidity venues, selling into the gap, creating & spotting demand, resulting in the retaining of an approximate $250K MRR

Confidential, New York, NY

Project Manager

Responsibilities:

• Responsible for successful execution of Managed Infrastructure and Market Data Application Services projects encompassing Data Center Consolidation & Transformation (Technology Refresh/Infrastructure Optimization, Cost reduction, Resource Optimization), Data Center Migration, Server Virtualization, Application Migration, Enhancements, Operational Readiness, Transition & Desktop Transformation of the conversion and joint venture integration of Confidential with Confidential onto an integrated platform, Systems and Applicationsachieving 100% increase in application usage, 100% reduction in Market Data Duplication, and 80% decrease in total completion/processing time, meeting project metric objectives of less than 40% time in definition phase with less than 20% variance in deployment phase-Process
• Managed and coordinated all run the bank and conversion events of the integration of the Confidential Financial Advisor Desktop, an integrated retail brokerage platform, supporting 18,000 Financial Advisors and 900+ branches
• Saved ~$170k monthly reoccurring fees comprised of decreased circuit charges, Storage fee's, Power, and Maintenance
• Spearheaded the Market Data application integration work-stream through development, sourcing, analyzing, testing, user acceptance, rollout, training, and run-book execution for the suite of market data applications to the new data center and technology stack.
• Managed project status & metrics reporting, meeting minutes, documentation, internal/external communication, content, data repositories, conversion & readiness Plans, Risk, Change, Scope/Creep, budget, WBS, SOW, RFR, TFR, Tollgates
• Managed the 3DR integration project, a primary Content Management website geared to improve the business of 15,000+ Financial Advisors by consolidating The 3DR platform onto Confidential 's Financial advisor desktop
• Managed the deployment of the ESA (Enterprise Stack Adoption), a multiyear initiative to converge seven business functions across Confidential into a SSO, single service oriented infrastructure platform. Merging Salmon Confidential, Confidential Wealth Management, Retail Banking, and ISG platforms
• Reduced company costs by centralizing local Market Data by managing the Decommissioning of 18 Remote Access RAP Data Center locations, and Two Disaster Recovery Sites consisting of 200+ Confidential Price servers resulting in approx $60k+ Savings with minimum impact to the users
• Managed the successful displacement of Dow Jones News with the replacement of Confidential News onto the user's desktop and Thomson Datafeed servers across all corporate and branch locations by meeting project objectives during the definition phase, with a decrease in time by 40% and a 20% variance in deployment phase

Confidential, New York, NY

Project Manager

Responsibilities:

• Managed a diversified, geographically dispersed team of Project Managers, Business Analysts, Development/Architecture, DBA's, Data warehousing, AML, Operations, Compliance and Regulatory to strategically plan and formalize the AML E2E Recon Framework leveraging best practices, maximizing value, decreasing implementation time, and mitigating operational risk, resulting in early project completion, never missing a major milestone since kick-off by exceeding the number of product processors implemented in all of 2011.
• Overachieved our Q1/2012 milestone, ending Q1 by monitoring 98% of the global dollar volume and 90% of the global transaction volume representing 67% of the identified processors. Our target's were 90% of the global dollar volume and 84% of the global transaction volume
• Introduced and implemented Agile best practices including story point estimation and tracking of team velocity resulting in improved sprint estimation and savings of development labor by automating and extending the interim control efforts in reducing BAU processes by 20% while laying out governance and operational framework, leading to a 20% ramp in development, reducing the effort required to implement agility SDLC phases by 10%
• Delivered a validity completeness attestation framework which streamlined the BAU AML transactional rules submitted for tollgate approval by integrating in-house Citi inventory Systems and re-engineered the process alignment by reducing completion time by 20%
• Spearheaded the optimization of a central artifact repository resulting in traceability and automated reporting for all project work streams including the preparation of Work Break Down Structures, SOW's, identified activity dependencies, Project Plans, Issue Logs, Risk Register, Change Logs, business sign offs, FRD/BRD’s, and tollgate submissions
• Prepared the detailing of processes and effort required to conduct SDLC phases from initiation, UAT, SIT to production by facilitating iteration planning, and individual sprints by leading daily scrum meetings with the development teams to improve development processes by creating in-scope functional tasks based on acceptance criteria to ramp development by 20%, and re-design overall program processes, resulting in reduced testing by 20%
• Responsible for reducing the lead time and effort required to conduct SDLC Agility phases by iteration planning, daily sprints, Data Quality management (DQM), Archer Business Rule confirmation, Gap Analysis, AML Business Rule validation for Compliance transactions Review, and tax reporting (FACTA) to ensure correct transmission of relevant data regulatory body

Confidential, Jersey City, NJ

Project Manager

Responsibilities:

• Led and defined the strategic planning and process re-design in an effort of annually reducing the turnaround time of the annual on-boarding of 1200+ Analysts & Associates, Campus recruits, and yearly Confidential new hire programs by implementing a new On boarding HRIS system including, PeopleSoft Talent Acquisition Manager and other vendor-based SaaS platforms, resulting in achieving milestones by 20-30% in reduction from inception to release
• Identify gaps in content coverage to devise strategy and make decisions based on long term strategic and short term tactical needs.
• Prepare proposition requirement specifications for data enhancements and ensure their timely and successful implementation
• Assessed project scope to determine if adequate resources and funding are available
• Compiled the business case and process documentation.

Confidential, New York, NY

Project Manager

Responsibilities:

• Responsible for managing a complex enterprise initiative of the ThomsonOne/Eikon for Mobile apps go-to-market proposition for the Confidential content sets onto iPad, iPhone, IOS, and BlackBerry mobile platforms strategically in-line with the Eikon Desktop Proposition, achieving revenue targets
• Led the planning and delivery of a large scale transition and retention initiative by successfully displacing 20,000+ user terminals, consisting of approximately in competitor market data (Bloomberg and Factset) with the replacement of Confidential by successfully improving user experience, customer support, decreasing annual client spend, genertaing firm revenue, with minimum client disruption.
• Successfully managed the proposition, transition and retention of Confidential, ThomsonOne and Eikon for several leading world financial institutions from initiation, kick off, technical design, user installation, build-out, decommissioning, and removal of legacy services and Infrastructure, end user training, customer administration, billing, and post migration support
• Managed a competitor displacement pilot program, targeting 400 Bloomberg terminals, resulting in replacing 175 terminals, saving the client $500K annually, and increasing revenue by $80K MRR
• Responsible for the displacement of approximately 400 Bloomberg terminal users across the Americas region of UBS Financial
• Assisted in the Factset Displacement Campaign, a major Market Data replacement initiative aimed at migrating 1200 Equity Research users for one of the world's largest Financial institutions, resulting in a two year, $2.5M increase in deferred revenue.
• Managed the migration of 20,000+ legacy wealth management users with minimum disruption, onto present state architecture in an effort to sunset legacy Infrastructure for several global Investment Banks allowing for savings of $6m annually
• Developed a business transformation program by implementing a PMO Center of Excellence, leveraging standards, managing project resources, and all phases of the project from pre-sale demos to the coordination of post rollout support
• Provided Gap Analysis on a variety of solutions (Cost/Benefit Analysis, understanding current market data and usage to propose alternate cost saving solutions on the new state architecture (IaaS),which on average saved $3k-$30k in hardware and comm charges
• Created multiple client account audit dashboards, based on market data entitlements, add-ons/modules, usage, billing, contracts, and information stored in various Confidential reporting systems helping reduce analysis time by up to 30%

Confidential, New York, NY

Project Manager

Responsibilities:

• Exceeded Strategic Service Review and technical Deep Dive goals, effectively identifying additional upsell opportunities during the legacy customer migration initiative to migrate Legacy Bridgestation desktops to the new ThomsonOne Platform.
• Responsible for planning the inception, defining deliverables, kick-off, execution, processes, and resource management resulting in Achieving 100% in application usage, 100% reduction in duplicative responses, 80% decrease in total completion /processing time
• Maintained 90% or better retention on global book of business for clients across all products and segments
• Partnered with Account Management and sales on the delivery of strategy, business development and ensuring that all deliverables were met with zero disruption during the decommissioning of legacy products and Infrastructure, resulting in retaining 93% of the user base.

Confidential, New York, NY

Project Manager

Responsibilities:

• Responsible for leading the project team in managing the Reuters acquisition of a primary competitor ILX. I Championed the integration of Reuters processes, internal solutions and reporting, the business, portfolio management and development processes reporting directly to the VP of Technology.
• Responsible for Successfully managing all phases of the ILX the initiative consisting of 10,000+ Legacy users Migrated on to the New Integrated Thomson Platform.
• Managed a team of project managers and coordinators focused on providing leadership and strategic planning during all phases of the Reuters merger in supporting the top 20 tier accounts, representing $10M in monthly recurring revenue (MRR).
• Implemented ITIL framework such as Service Operations, Change Management, Incident Management, Problem Management, and Release Management
• Provide leadership to project team and resource managers.
• Analyze, control and report on schedule, budget and project issues to stakeholders, Steering Committee, Operations Group and Corporate Leadership team
• Responsible for managing the definition and execution phases for the Americas & Canada regions, from both a technical and leadership perspective to ensure there was an effective steer to support strategic planning, analysis, resource planning, delivery, and quality control of products and services (Market Data, networking, infrastructure) which led to Retaining 85% of the revenue