SUMMARY
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Accomplished Information Technology professional with proven track record in technical writing and business analysis for financial services industry in both equities and fixed income applications. Excellent knowledge of the markets and understanding of trading room systems, market data applications and services. Ten years experience creating technical documentation for hardware and software applications. Ability to quickly comprehend and document technologies and processes and procedures. Consistently meets deliverables within deadline and effectively manages simultaneous projects.

EXPERIENCE

Confidential,
Information Security New York, NY
Senior Technical Writer (Consultant) 9/09 – Present
Manage documentation of Morgan Stanley’s Information Security Department to assist with regulatory requirements.
Documentation focus is on policies and procedures, workflows, reporting and metrics, entitlements and vendor/supplier risk management.
Compile existing documentation, validate accuracy and identify gaps. Coordinate presentation of materials and manage progress of committed deliverables.

Confidential,
Operations & Technology – Risk Management New York, NY
Program Management Office – Communications (Consultant) 10/08 – 3/09
Assisted Program Director with Weekly Program Update PowerPoint presentations and meeting minutes for Program Management Group and Catalyst Advisory Group.
Developed Catalyst newsletter which was distributed to all Citigroup Risk Management teams.
Administrator for Catalyst SharePoint which required granting permissions, allocating storage, document management and development. The Catalyst software application standardized control assessment, operational risk compliance and reporting.

Confidential, New York, NY
Senior Technical Writer/Business Analyst (Consultant) 1/08 – 9/08
Created overall communication plan for new technologies in Innovation for Information Technology Group. These technology services included WiFi Mobile, iConnect, WebEx, SharePoint, X1 Desktop Search and iCasting. Required extensive interaction with IT management, subject matter experts and developers at all corporate levels within Technology Infrastructure Services group.
Technical documentation included product brochures, Quick Reference Cards, newsletters, product announcements and presentations.

Confidential, New York, NY
Project Manager/Senior Technical Writer (Consultant) 8/07 – 12/07
Supervised technical documentation for over fifty IT infrastructure job deployments to Centers of Excellence in Pune, India and Singapore. Job functions covered all areas of IT infrastructure: Change/Problem Management, Global Product Support, Capacity Management, Systems & Database Administration, System Integration and Market Data.
Hired and supervised technical writers.
Developed internal documentation for complex infrastructure applications while adhering to corporate standards and project deadlines.
Interviewed subject matter experts in New York, London, Zurich and Singapore offices to assess documentation requirements.
Documents included System Administrator, Operations and User Guides as well as run books, presentations and workflow diagrams.

Confidential, White Plains, NY
Senior Technical Writer/Business Analyst (Consultant) 1/07 – 6/07
Developed User Guide for Portfolio Management System (PMS), a comprehensive portfolio management and performance measurement system used by AllianceBernstein investment managers. PMS enabled users to interface with a wide range of data including full transaction and performance history for over 7,000 accounts, exchange rate history for a wide range of currencies, and market data for 245,000 securities.
Analyzed business requirements and processes to improve existing system.
Interviewed subject matter experts and developers in New York and London to gather technical specifications on data elements and data feeds.

Confidential, New York, NY
Senior Technical Writer/Business Analyst (Consultant) 6/06 – 12/06
Reviewed and updated existing documentation on U.S. equity trading systems and applications that were deployed to Singapore. Interviewed subject matter experts for key information on functionalities, architecture, failure management and maintenance.
Created “user friendly” support documentation which was well received by both non-technical and technical users.
Analyzed business processes and created Visio diagrams to document these equity trading processes.
Required extensive knowledge of trading systems and market data feeds.
Documentation included System Administrator, Operations and User Guides.

Confidential, New York, NY
Founder & Principal 1/01-5/06
Established in 2001, The Silver Word provides financial and technical writing, research and marketing communication services to Fortune 500 companies, financial institutions and technology firms.
The Silver Word’s services are comprehensive and varied: research reports, market surveys, annual reports, white papers, business plans, brochures, corporate profiles, press releases, advertorials, newsletters and web content.
Past and present clients include: BMC Software, Bristol-Myers Squibb, Equity Performance Group, Forest Laboratories, Hewlett-Packard, Horizon Blue Cross Blue Shield of New Jersey, JPMorgan Chase, Microsoft, RiskCenter, SmartAnalyst, Treflie Capital Management, Zacks Investment Research, Unisys.

Confidential, New York, NY
Business Analyst - Market Data 1/97-12/00
Interviewed institutional equity sales and traders on market data requirements. Developed recommendations on market data services which resulted in a more efficient use of IT resources. Evaluated market data vendors such as Bloomberg, Reuters, Bridge, eTrade, ILX, Nasdaq, S&P ComStock.
Project managed development of Siebert.net online trading web site, ranked #1 by Smart Money Magazine.
Conducted mandatory firm-wide Y2K remediation.
Client investment firms included Brown Simpson Asset Management, Brunswick Warburg, Cathay Financial, Fairchild Financial Group, Muriel Siebert, Needham & Company, Weiss, Peck & Greer.

Confidential, New York, NY
Analyst - Equity Research 1/96-12/96
Participated on the “Morning Call” and provided “Morning Call” summary notes on oil company earnings announcements and news events.
Developed quantitative benchmarks used to measure stock price valuation which was well received by Deutsche Bank institutional sales team, traders and clients.
Conducted statistical correlation study on commodity prices in relation to stock prices.

Confidential, New York, NY
Business Analyst – Asset-Backed Securities 1/95 – 12/95
Organized presentations on insured portfolio to Board of Directors.
Worked with developers and business users to improve and enhance portfolio/risk management system.

Confidential, New York, NY
Analyst – Mortgage-Backed Securities (MBS) 1/94 – 12/94
Analyzed mortgage prepayments of government sponsored entities: Fannie Mae, Freddie Mac and Ginny Mae for institutional fixed income sales and traders.
Assisted in writing weekly MBS research report on fixed income securities and interest rate trends.

Confidential, New York, NY
Analyst - Equity Research 4/91-12/93
Performed weekly updates of stock price and valuations for companies in the Smith Barney oil stock universe.
Developed earnings models based on oil company’s historical financial and operating data as well as Smith Barney estimates of oil production and commodity prices which were highly regarded for accuracy.
Provided monthly and quarterly updates of stock price valuations over a twenty year period for domestic and international oil companies.
Produced quarterly publication on oil industry trends and fundamentals which was well received by Smith Barney institutional sales team, traders and clients.

EDUCATION

M.B.A. Statistics

Certificate - Windows Client-Server Programming

B.S. Business Administration and Mathematics

TECHNICAL SKILLS

Adobe Acrobat · Adobe RoboHelp · Bloomberg · Dreamweaver · Excel · Framemaker · FullShot · HTML · Lotus Notes · MS Office · MS Project · MS SharePoint · MS Visual SourceSafe · MS Windows NT, 2000, XP · PowerPoint · Rational Rose · SnagIt · SQL · Thomson Reuters · Visio · Wikipedia · Word · X1