Experience

Global System Solutions, Inc (GSS)

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director - Business Development

  • Nov 2016 - Present

  Global System Solutions (GSS) Corporate Overview Global System Solutions, Inc. (GSS) is an entrepreneurial firm that provides quality consultants with a wide range of skill sets for niche and qualitative hands on rapid development and automated data tools, fully integrated and automated test data management, system implementation and Production support, business analysis, database integration, and software platform migrations. GSS offers on average 5 to 25 years of experience in… Show more Global System Solutions (GSS) Corporate Overview Global System Solutions, Inc. (GSS) is an entrepreneurial firm that provides quality consultants with a wide range of skill sets for niche and qualitative hands on rapid development and automated data tools, fully integrated and automated test data management, system implementation and Production support, business analysis, database integration, and software platform migrations. GSS offers on average 5 to 25 years of experience in Financial Services Systems Implementations, Rapid Development data solutions, Automated Testing and Production support. GSS is uniquely positioned in the marketplace to support various initiatives at financial institutions based on the specific experience of the principal and senior members of the firm, combined with the strength of GSS bench staff, along with competitive billable rates. GSS also offers systems and business consulting in the areas of Domestic and Global Trust, Custody, Wealth Management Services, Multi-currency Trust accounting, Pension Payroll, Mutual Funds, and Retirement Services. GSS is an established firm that is dedicated to its focus on quality consulting services solely for the Financial Services industry. Show less



Pembroke Solutions LLC

• President

  • Jul 2016 - Present

  Greater Philadelphia Area



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Vice President and Senior Director

  • Jul 2010 - Jun 2016

  Philadelphia / Delaware Department Head, Mutual Funds Custody, Asset Servicing / Global Custody line of business with over 22 trillion in Assets under custody. Currently leading a team of 8 direct reports and over 40 Business and Operational Analysts providing project support, production support, business expertise, training, and market expertise to various lines of business in asset servicing.



PNC Global Investment Servicing (formally PFPC Trust Company)

• Vice President and Senior Director

  • Sep 2006 - Jul 2010

  Philadelphia • Manage Business and Product Solutions group which provides support to the Global Custody and Securities Lending Line of Business including project management, subject matter expertise, general operations support, and acts as a liaison to the technology counterparts. Responsible for the implementation and day to day operation of Global Plus trust accounting system. • Manage multiple global custody operational groups including Income Processing, Corporate Actions, and Data Control (which… Show more • Manage Business and Product Solutions group which provides support to the Global Custody and Securities Lending Line of Business including project management, subject matter expertise, general operations support, and acts as a liaison to the technology counterparts. Responsible for the implementation and day to day operation of Global Plus trust accounting system. • Manage multiple global custody operational groups including Income Processing, Corporate Actions, and Data Control (which Includes asset setup and pricing). • Manage Sub-custodial network team which provides network support to the custody operations teams. This group provides general market information, market watches, monitors compliance of sub custodians (eg. FCM, 17-f5), as well as a point of escalation for the global custody operations to help resolve major issues. Show less



Sungard

• consultant

  • 1999 - 2002