SUMMARY:

• Communicate organizational, program, project objectives and progress throughout the firm, to partners/third party vendors and end clients, as work directly with or facilitate communication with senior/c - level leadership
• Deep knowledge and experience with all aspects of the product/platform development, project life cycle and profitability/budget analysis from early sales requirements gathering through implementation, product development and support
• Lead, manage and direct a broad array of diverse cross-functional product, operational and project teams and groups (on and off-shore) and mentor team members
• Define and set strategic direction for firm’s product offering and align w/underlying projects and resources for execution and delivery
• Development and application of practice, program, project and client support standards and procedures

PROFESSIONAL EXPERIENCE:

Confidential

Implementation Lead

Responsibilities:

• Contracted to build out and lead Project Management Office, tasks include but are not limited to implementing and standardizing project management, reporting and execution procedures which support the implementation, development, delivery and on - going operations of the client s various software products.
• As part of this role, manage and facilitate multiple on-going projects within the planned release schedule as well as work with the leadership team to define, align and manage strategic direction of the firm.
• Led implementation and conversion effort for a Confidential client s advisory performance reporting and client billing offering. Project involved migrating existing client reporting and billing data from current platform to new end client solution.

Managed Account Product Development

Confidential

Responsibilities:

• Engaged with combined technology, product, project and client support teams to implement the defined integration strategy across the client’s wealth management platform. Provided guidance to both domestic and off-shore teams regarding product requirement definition, management and construction, worked with specific platform clients (including on-site visits) detailing related changes and road map for new functionality.

Customer Technology Solutions Development

Confidential

Responsibilities:

• Engaged with technology and product teams to development integration strategy between existing and newly acquired software platforms, part of the Confidential acquisition of Confidential Asset Management Services.

Managed Solutions Group

Confidential

Responsibilities:

• Engaged with product and technology teams to construct a consolidated solution for the firms wealth management platform, the goal of the program was to collapse the separate product streams into a single experience/portal for planning, initiation, trading, fees and reporting across the entire platform for both the domestic and international business channels.

Managed Account Solutions

Confidential

Responsibilities:

• Served as the Product Manager for the client’s new sponsor directed model based managed account offering, engaged with the product, sales and client implementation groups on the strategic direction, and rollout of the product offering to various clients across the platform. In conjunction with this effort, joined a director level group to identify and select a trading platform vendor for the entire firm.

Confidential

Manager

Responsibilities:

• Professional services, engaged at a Hedge Fund. Served in a project management role during the final phases of the client’s portfolio accounting system upgrade (Advent - Geneva) and assisted the client with the design and early implementation of a transaction blotter that would be used for managing and reporting from data warehouse.

Confidential

Senior Project Manager (Vice President)

Responsibilities:

• Managed the design, development and support of a multi-dimensional operational request platform (BPM) that was used to streamline, and improve efficiency. Application integrated multiple back-end databases and systems together, while presenting a unified platform for the external customer base.

Confidential

Director Project Management

Responsibilities:

• Directed, facilitated and managed daily operations as well as worked with the executive team to set strategic direction of the company, the functionality and design of the corporate risk management software offering.

Confidential

Project/Product Manager

Responsibilities:

• Managed and coordinated the development and installation of a real-time web based order management system for a Japanese currency and commodities broker.
• Worked closely with field staff for client support, extended travel to client home office (Tokyo) on several occasions and worked with the sales and marketing team to create an extension (strategic direction) plan for the platform. Product coverage included orders for foreign exchange spot and forward transactions.
• Also worked for the Foreign Exchange and Interest Rate Derivative Product Groups in the following roles during tenure: Implementation Manager, Assistant Product Manager and Applications Analyst