Experience

Citisoft

• United States
• Investment Management
• 1 - 100 Employee

• Managing Director

  • Nov 2016 - Present

  Project Manager - (06/2020 to present) - Managing the data migration to State Street and the creation of the IBOR / ABOR domain in Snowflake at a major investment firm during their transition to State Street Bank's Alpha NextGen platform Project Manager- (04/2020 to 06/2020) - LIBOR Transition New Instrument project at a major investment firm Project Advisor - (10/2019 to 12/2019) - Workflow Optimization Project at a major investment firm Project Manager (06/2019 to… Show more Project Manager - (06/2020 to present) - Managing the data migration to State Street and the creation of the IBOR / ABOR domain in Snowflake at a major investment firm during their transition to State Street Bank's Alpha NextGen platform Project Manager- (04/2020 to 06/2020) - LIBOR Transition New Instrument project at a major investment firm Project Advisor - (10/2019 to 12/2019) - Workflow Optimization Project at a major investment firm Project Manager (06/2019 to 09/2019) - Middle Office Business Readiness leader of major integration of acquired firm into client. Project Manager (04/2018 to 06/2019) - Eagle STAR and Pace Implementation at major investment firm Project Manager (12/2017 to 2/2018) - Eagle STAR and Pace Re-implementation Planning Global IBOR Program Manager (11/2017 to 02/2018) - Global Eagle STAR and Pace Implementation IBOR Project Manager (9/2013 to 10/2017) - Transformative Program for SMART Data Governance - Eagle STAR and Pace Implementation

• Director

  • Mar 2011 - Nov 2016

  Greater Denver Area Program Manager (11/2012 to 9/2013 in Chicago) - Investment Office Outsourcing - Transition Project Project Manager (3/2012 - 10/2012 in Houston) - Portia Upgrade to SQL Server - Project Planning and Internal Interfaces Project Manager (6/2011 to 2/2012 in Houston) - Factset and RIMES Indexes into Eagle PACE Project

• Managing Consultant

  • Oct 2005 - Mar 2011

  Project Manager (8/2010 to 7/2011 in Houston) – Portia Data Archive to Eagle Pace Project Project Manager (11/2009 to 7/2010 in Houston) – Acquisition Manager for Performance and Risk Work Stream on the Morgan Stanley/Van Kampen project Project Lead (2/2009 to 11/2009 in Houston) – Eagle Pace Performance Implementation Project Manager – Trading Operations Review and Planning (09/2008 to 11/2008 in Boston) North American Project Manager (3/2006 to 8/2008 in Houston) –… Show more Project Manager (8/2010 to 7/2011 in Houston) – Portia Data Archive to Eagle Pace Project Project Manager (11/2009 to 7/2010 in Houston) – Acquisition Manager for Performance and Risk Work Stream on the Morgan Stanley/Van Kampen project Project Lead (2/2009 to 11/2009 in Houston) – Eagle Pace Performance Implementation Project Manager – Trading Operations Review and Planning (09/2008 to 11/2008 in Boston) North American Project Manager (3/2006 to 8/2008 in Houston) – Charles River Compliance and Trading System Implementation

• Senior Consultant

  • Jan 2003 - Oct 2005

  Senior consultant to Investment Management industry. Manage system evaluations and selections, planning, system implementations and strategic reviews.



PwC

• Professional Services
• 700 & Above Employee

• Principal Consultant

  • Jun 1998 - Dec 2002

  Principal Consultant to Investment Management industry.



First Trust

• Project Manager

  • 1989 - Jun 1998

  Project Manager for Trust Company of Individual Retirement Plans