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Program Manager Ib/prime Brokerage Resume

New York, NY

SUMMARY

Specialize in start - up for PMO, Project Management, Quality Assurance and Process Improvement, Platform migrations, IT and Business Confidential alignment focused in Financial Management / Investment Banking. Pride in work and take a realistic approach to getting intended results for all stakeholders.

Areas of Expertise:

  • Program / Project Management
  • Project Management Office
  • Portfolio Management
  • Budgeting and Forecasting
  • Risk Management
  • Elicit Business Requirements
  • Quality Assurance/Quality Tools
  • Policies and Standards
  • Implementations/Problem Solving
  • Communications/Facilitations
  • End-User Training / Help
  • Relationship Management
  • Vendor Management
  • Resource Management
  • Executive Reporting

PROFESSIONAL EXPERIENCE

Confidential, New York, NY

Program Manager IB/Prime Brokerage

Confidential

  • The Target Operating Model is to create a streamlined, globally consistent approval process supporting the onboarding of clients and their ability to trade in various Asset Classes across differently regulated Exchanges in a more timely fashion.
  • As Program Manager I oversee the implementation of a proprietary internal system to efficiently manage these processes supported by templates and standardized fallback provision language.
  • The business model is to streamline the overall on boarding process (contract negotiation, trading approval process) for clients.
  • As a result of providing for swift identification of contract changes required for fluctuating margin requirements, the Legal Team is empowered to thoroughly, accurately and timely address margin Netting in the onboarding negotiations process.
  • This effort is seen as an enabler to better address Counterparty Risk while shortening the cycle time for clients to begin trading within their accounts.

Confidential

Raising the Bar Recipient

  • Managed Annual Budget, Confidential Prioritization / Governance, Portfolio Management, Financial Management and provided PMO Product Line Support for IT IB Portfolio
  • Acted as central PMO for Governance, Program and Project Status Reporting, Resource Forecast, and project performance measurement to drive data quality and best practices

Confidential- New York, NY

Sr. Program Manager

  • Implemented Sirius Canada on Sirius US Platforms integrating Canada business to US processes.
  • Managed delivery of the Portal SMS system, integration of all vendor peripheral systems, and data conversion

Confidential,  New York, NY

Sr. Program/Project Manager

  • Led $2M projects for CaseSentry Network Tool - IRS and Verizon

Confidential, New York, NY

Consultant Project Management/PMO

  • Implemented PlanView Enterprise Methodology for 2000 resources
  • Implemented business processes for project initiation, resource forecast/actuals and reporting

Confidential,New York, NY

Director Quality Assurance

  • Directed team of 50 for Quality Control and Configuration Management - Budget $2.2M
  • Enhanced SDLC, Release Management, Performance Testing, .and implemented Quality Center

Confidential, Stamford, CT 

Associate Director IT Global Project Management Office

  • Provided direction for Project Management and Quality Assurance initiatives of risk management, project change control and project reporting supporting a $50M Portfolio
  • Led compliance group to manage the IT SOP program and Documentum process workflow and regulatory requirements for 21 CFR Part 11
  • Instituted IT PMO based on Prince 2 and PMI: PM and SDLC process methodology, Governance, ROI, financial controls, communication plans, training/mentoring curriculum, PM competencies

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