Work Experience

Confidential

Project Manager

• IT Project Manager responsible for all aspects of Market data focusing on sourcing, analyzing, executing, and managing multiple mid- large scale project work streams of services distributed to users and systems across Morgan Stanley Wealth Management. Projects Managed included both Infrastructureand application integration full lifecycle phases of Market Data applications frominitiation/Onboarding to Testing/Release
• Managed the work effort of cross-functional teams, third party vendors, and offshore resources in the delivery of assigned tasks, deployment schedules, milestones and timelines in a matrix and dedicated project resource environment.
• Led and directedmultidisciplinary teams of dedicated offshore project resources consisting of approximately 20 business/data analysts, QA, and Application testing/support
• Managed all relevant project content, data repositories, and documentation Project Plan, SchedulePlan, Communication Plan, Risk Management, Change control, project status, WBS, SOW, TFR/ RFR, Training, presentations, excel/ pivot tables, weekly PMO updates, and reporting.
• Subject matter expert and point of contact for all Market Data Services including escalations, troubleshooting, requests, change, configuration, testing and implementation
• Responsible for gathering business requirements, defining scope, status updates, issue identification and resolution, risk / risk mitigation, action item assignment, and setting timelines to ensure adherence to the Project Plan
• Led, presented and, attended weekly multi stream team meetings consisting of dedicated resources, Offshore team's, Third Party Vendors, compliance, and various technical teams. Providing input / status to all key stakeholders during all project phases from inception to completion.
• Dedicated PM and Lead for the following projects
• ESA Enterprise Stack Adoption Project - Project Manager representing the MDS services Team on a multi phase, two-year cross-functional project. Total Project budget 3.0M , Responsible for a budget of 1M for Market Data Services
• Project Manager representing the MDS team in the decommissioning/ Buildof the BK Datacenter and DR site. Hardware included Servers UAT/DEV , TDF Thomson Data Feed relocation, Circuits, and switches. Worked on designs and created Data Center Cut sheets/ cable-runs, IP ranges and VLAN information, cabinet elevations, etc. Project Budget 800K allocated to the MDS team
• Led the Wealth Management US migration of Thompson Reuters 3000xtra / Bridgestationto Thomson Reuters Eikon. A firm wide initiative consisting of a full life cycle implementation Inception client Onboarding, testing packaging, UAT, roll out, User training, and post release Support.
• Firm wide Upgrade / Roll out ofThomsonONE, Thomson Smart / TOIM/ Baseline/ TPA.
• Decommissioning of TR IVR.
• Disaster Recovery testing for ASG production / Thomson Web services
• Thomson Reuters News integration Project- managed the integration of TR news into Morgan Stanley's 3DR user portal.
• Implementation of the Harco for Bloomberg usage analysis program within Wealth Management
• AD-HOC market data project support to all US Firm wide branches on various Market data applications
• Thomson Reuters product suite ThomsonONE, Eikon, 3000xtra, Smart , Bloomberg, Factset, CQG, CAPIQ, HAVER analytics, Zephyr, DJNEWS, S P

Confidential

Project Manager

• Managed the development, execution, and continued refinement of a multi phase, multi stream, cross-functional, customer-centric, business implementationinitiative. Budget of 5.3M
• Obtain and validatebusiness rules AML, exchange rates, currencies, clearing, etc for Architecture Development to implement in TalenD framework
• Data analysis, businesslogic/rules in Archer validation, updates,clarity, gap analysis, and multiple data hand off's
• Partner with AML PMO, global architecture/development, business product processor, data warehouse, operations, compliance to provide analytical support and strategic advice on
• Assist the architecture/developmentteams with detailing the activities, dependencies and effort required to conduct SDLC phases from initiation to production
• Managedscope change requests and deviations following compliance and technical guidelines in an uncontrolled and unexpected complex infrastructure
• Documented, presented, and managed stake-holder communication kickoff sessions / re-occurring meetings, metric reporting, dashboard review, milestones, allocating resources, budget, timelines,status, identifying and mitigating risk, change, deliverables, and escalations
• Developedand maintainedproject plans for each implementation focusing on defining scope, dependencies,schedule, critical path, risk, and change management
• Accountable for specific AML E2E financial results, managed IT infrastructure onshore and offshore, stakeholders.
• Managed web-based development teams and provided leadership in Business Continuity and Disaster Recovery planning, compliance testing and external partners simulation testing.
• Effectively improved AML IT operations, daily reconciliation of accounts.
• Researched and analyzed internal and external customers' behaviors, counterparties and cross-border movement of funds.
• Implemented best practices in AML testing solutions, providing quantifiable assessment through data analysis for business stakeholders.
• As a dedicated resource, I was responsible for the Asia Pacific E2E transactional monitoring systemimplementation which consisted of approximately 250 product processorswithover 300 million transactions monitored globally
• Provide oversight on break analysis reports and work with product processors andarchitecture/development teams to achieve acceptable break values for UATand ensuring deliverables are met for sign off
• Initiate, distribute, and request approval of business sign offs, FRD/BRD's, tollgate submission

Confidential

Project Manager

• Manage the technical delivery of services delivered by GS technology and third party vendors
• Project Manager for the global new hire on-boarding project
• Managed the project team activities with focus on technology requirements to ensure progress was sustained and project goals were met
• Compiled statistics and data for management reporting with respect to on-boarding pipeline and tracking.
• Tracked resource commitment and ensured resources were assigned to project deliverables
• Analyzed and managed program risks and escalations
• Created and maintained the project issue/risk tracker and process plan to resolve open issues
• Created and updatedweekly reporting on metrics,scope, milestones, issues resolution, escalation, and risks
• Worked with procurement management totrack all deployment
• AssistedProgram Manager in identifying areas for process improvement

Confidential

Project Manager

• Planned and executed multiple product migration projects from inception to post implementation support
• Project manager responsible for managing multiple global client mark product implementations consisting of the ILX, BridgeStation, and TR Investment banking product suite to ThomsonONE
• Created individual client project plans, timelines, and deliverables to meet client requirements
• Worked with external business clients, program managementand sales teams on gathering requirementsto understand business objectives, workflow, and migration requirements using both business and technical skills ensuring a seamless product migration.
• Partnered with Thomson Reuterssales teams on pre-sales and business development to plan and develop solutions tailored for individual clients
• Led multiple separate weekly meetings with all stakeholders sales, account management, clients, PMO office, Program management, and technology teams.
• Ensured all deliverables were met project timelines contract dates, proper decommissioning of legacy products, and post migration support
• Performed business/application gap analyses on legacyproduct information, usage, and budget
• Compared and proposed usage of market data and modules ILX, Bridge, Thomson Research, Banker, Venture Expert, SDC, Reuters Knowledge, and Shareworld to establish like for like solutions on the new Thomson platformclients would be receiving
• Support sales team with an initial Project Planning effort Estimates. Recognizedopportunity for potential sale add-ons of additional products
• Designed, modeled, and customizeddata pulled from proprietary systems, databases, Business Objects, CRM's and other reporting systemsto analyze and summarize presentations to senior management and cleints
• Analyzed key metrics to develop solutions
• Created status reports on project updates, change, milestones, issues, and potential risk
• Supported the Sr. Program manager and sales team with the creation of client account audits/profiles based on market data entitlements, add-ons/modules, usage, billing reports, current contracts, and information stored in various Thomson Reuters reporting systems
• Used SalesForce Trust, OMS, and Seibel CRM systems to track the order management process from initiation through to migration approval release
• Managed issue tracking, reporting, and coordination of closure
• Ensured appropriate communication and updates were delivered to the clients and internal stakeholders
• Provided leadership and subject matter expertise SME on Thomson Reuter products

Confidential

Technical Project lead PMO

• Managed the Global Enterprise Back Office Migration: Back Office Migration project. Budget: 550K. Completed the migration of 500 users onto a new active directory domain remotely located in the UK to standardized back office functionality in regional offices across the US.
• PMO Project lead responsible for managing multiple, Infrastructure IT projects
• Blackberry Device Upgrade- Planned and implemented replacement of 1000 devices and upgrade of server infrastructure across multiple global locations
• Global BlackBerry Enterprise Server 4.1 Design and Implementation
• Office Floor Expansion- managed all IT components of a major building expansion for the firm. Managed the design and implementation of the network infrastructure and coordinated logistics and hardware needs for over 500 users.
• Managed and maintained project plans, deadlines, documentation repositories, reporting, assigning responsibilities, status updates, issues, risks, and critical action items

Confidential

• Served as the technical liaison between user services,business unit's, PMO, and various Information Technology teamson translating technical requirementsinto solutions
• IT Managerresponsible for the End to End Service delivery of Infrastructure technology managed services forWealth Management North America
• Projects managed Trade floor relocation, platform migrations, Market data application and hardware deployments, server updates, server retirement, storage allocation, Active Directory, Windows and Office rollout/migration, printer lifecycle analysis initiative to reduce cost, Upgrade of IPC turret phone system from old V - Band system, andAd-hoc requests made by business unit management
• Gathered/analyzed the business needs and requirements to understand expectations, commitment, review of deliverables, and service delivery
• Championedthe weeklyITI meetings held to address service delivery requests, Change requests, Risk potential and mitigate , deliverables, updates, and issues
• Involved in SLA/ SLO and Metrics reporting across all ITI functional program areas to ensure adherence to service level requirements
• Developed and managed strong client relationships throughdirect interactionwith both Business Unit and internal technology teams
• Created project documentation project plans, presentations, reporting, and weekly repository updates
• Implemented, managed and supported Disaster Recovery infrastructure for the FX trading community

Confidential

Officer, Sr. Analyst

• Projects managed in a Matix managed environment Windows 2000, XP, Office rollout 25,000 Desktops , MAC moves, deployments software Hardware , Tivoli Inventory server and software deployment, voice, market data application, market data inventory, network infrastructure upgrades, Active directory, Blackberry roll out, and all Ad-Hoc requests channeled through the Capital Markets Service delivery Manager
• Responsible for assigning resources, delegating tasks, generating reports, creating project documentation, updating project milestones, repositories, deliverables and other requirements as needed for status and performance reporting
• Worked withProject managerproviding project support on numerous information technology projects and work streams to the Capital Markets IB trading community.
• Project coordinator for BOA's tier one Investment banking and trading community. Responsible for Coordinating Capital market'stechnology infrastructure projects
• Part of the BCP disaster recovery team, assisting in the development and execution of the business continuity plan for the NY trading community
• Maintained and published monthly analysis of escalations, ticket SLA's, and measured performance against key business objectives
• Distributed disaster recovery communication on progress, goals, and, updates
• Provided support on all windows applications, networking upgrade and troubleshooting , hardware,and IT services for the following lines of business Fixed IncomeDebt Capital markets high yield, leveraged finance banking and trading/sales , Global Markets, Equities, institutional sales, WM, GCIB, MBS/ABS Analytics, development, FX, Private placements, Prime brokerage, Technical Staff, and executives
• Provide Financial application support Bridge, Thompson one, Factset, Insight, Reuters Kobra, Bloomberg, DBC financial, proprietary order entry systems, ODBC, and Access
• Work directly with market data teams and vendors on all market data relocation, inventory, and accounts
• Support developmental applications Dbartisan, IRP Tool Kit, Visual Studio, Exceed, Jbuilder, SQL products, Oracle, Sybase and others
• Built and maintained Access database for the relocation and inventory of market data

SKILLS

Operating Systems Windows, Mac, Linux

Databases: Oracle, Access, Talent-Axis, MS Access, ProComm, Business Objects

Development Tools/ Languages SQL, HTML, Flash, JavaScript

Servers: Sun Ultra, MS

Application/Products MS Office suite including MS Project, Visio, InfoPath, and publisher. Enterprise Administrator, RD, SMS, Lotus Notes, MAS, Service Center, Asset Center, Active Directory, Automate, Test Director , Archer, OMS, SEIBEL, SalesForce

Protocols TCP/IP, DHCP, WINS, VPN

Call Tracking Software Peoplesoft Vantive, Remedy, Peregrine Systems Service Center

CRM:SalesForce, Siebel

Market Data Bloomberg,Eikon,Rox, and Archipelago, Tiblink, BridgeStation, Factset, Reuters, Intex Trader, BA credit, Thompson One, DBC Financial, CQG, CAPIQ

Soft Skills Microsoft Project and Project Server, SharePoint, Remedy, Clarity, PPMC, Planview, P2P, Profits, Lotus Notes PMOPMBOK, Agile, Waterfall, SDLC, ITIL Service Management, PMP, Program Management, Product Management, Off shore management