Experience

John Hancock Investment Management

• United States
• Investment Management
• 300 - 400 Employee

• Global Access Compliance, Risk Mgmt Analyst IV – IS

  • Jul 2018 - Present

  Remote Lead Analyst/Coordinator for Path to Green (P2G) CyberArk, a migration of all privilege access groups to shared accounts via CyberArk across multiple platforms across multiple platforms (ie: windows, azure, linux/unix, databases & mainframe)

• IRM, System Specialist

  • Sep 2017 - Jun 2018

  Project Manager of the Key System Resource Review (KSR): an annual audit of all SOX/SOC1 applications. Coordinating CyberArk integrations among various business units. SailPoint: IIQ access revoke validations.



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• IAM, Sr. Technology Risk Analyst

  • Mar 2016 - Jun 2017

  Fidelity Pricing and Cash Management Services - Merrimack, NH Identity and access management specialist; including driving the successful integration and onboarding of the resources for Fidelity Fund Accounting and Fund Operations. Privilege access management (PAM); implementing new requirements

• Technology Risk Analyst

  • Jun 2013 - Mar 2016

  Fidelity Institutional - Merrimack, NH Business Information Security Director for FideIity Institutional creating and maintaining Job Roles. Managed multiple queues within MyAccess and provide assistances within Service Manager. Collaborated with both business and technical teams.



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Systems Analyst

  • Feb 2002 - Jun 2012

  Provide guidance and support to ~38,000 customers for the Exchange/outlook service. Deliver customer service forums on email best practices in order to stabilize current issues and increase customer satisfaction. Involved in the implementation and daily support of the email journaling infrastructure; this includes documenting the service description, delivering the overall solution to the end user and troubleshooting issues as they arise. All executive email related issues are assigned to me… Show more Provide guidance and support to ~38,000 customers for the Exchange/outlook service. Deliver customer service forums on email best practices in order to stabilize current issues and increase customer satisfaction. Involved in the implementation and daily support of the email journaling infrastructure; this includes documenting the service description, delivering the overall solution to the end user and troubleshooting issues as they arise. All executive email related issues are assigned to me in order to provide an increased level of service to our high touch customers. Other responsibilities include measuring performance for the Email Service. Using ITIL best practices, I am responsible for ensuring we have and continue to implement the methodology adopted by our technology services organization. This would include posting statistics, documenting requirements and identifying trends. This information is discussed and reviewed by the executive team monthly to ensure we are managing our service per our Service Level Agreements. Utilized technologies; Exchange 2000 & 2007, Outlook and Office (various versions), Symantec Vault, SharePoint sites, Frontpage and Sharepoint Designer, Access, Visio, Photoshop, Bri, Spaces..

• Systems Analyst

  • Feb 2001 - Jan 2002

  Fidelity Investments Systems Company - Merrimack, NH As a member of the Fidelity Service Center, I was responsible for creating and analyzing data models to ensure our customers were charged back/billed accordingly. In addition, I also spent time verifying data integrity within the charge back database for services provided to customers. My analytical skills were called on often from various sources including the financial team, customers, client services and internal organizational requirements. Projects included building customer facing… Show more As a member of the Fidelity Service Center, I was responsible for creating and analyzing data models to ensure our customers were charged back/billed accordingly. In addition, I also spent time verifying data integrity within the charge back database for services provided to customers. My analytical skills were called on often from various sources including the financial team, customers, client services and internal organizational requirements. Projects included building customer facing reports and working on adhoc requests as needed. Utilized technologies; Rapid SQL, Embacardaro, Access, JMagic, MS Office 2002 including Access, Publisher and Frontpage, Brio, Photoshop Visio.

• Associate Business Analyst

  • Oct 2000 - Jan 2001

  Fidelity Investments Systems Company - Merrimack, NH Responsible for creating reports using Brio and posting information on client websites used for executive rollup reports. Gathered and analyzed data for billing incidents submitted by the customer, including designing new queries as required. Also managed the project tracking and assignments that were submitted into the group, ensuring all requests were fulfilled and the customer was satisfied with the results/closure of the issue. Utilized technologies; MS Office, Frontpage, Publisher and… Show more Responsible for creating reports using Brio and posting information on client websites used for executive rollup reports. Gathered and analyzed data for billing incidents submitted by the customer, including designing new queries as required. Also managed the project tracking and assignments that were submitted into the group, ensuring all requests were fulfilled and the customer was satisfied with the results/closure of the issue. Utilized technologies; MS Office, Frontpage, Publisher and Alexsys.

• Senior Executive Secretary

  • Mar 1999 - Sep 2000

  Fidelity Personal Investments and Brokerage Group - Boston, MA Support CFO and worked closely with the executive Risk Management team developing graphs, spreadsheets, forms, flowcharts and presentations for various projects. I was able to build excellent core analytical skills during this time by increasing my exposure to website development using HTML, database creation and maintenance and project management. My communications and presentation skills were consistently utilized while developing, delivering and tracking projects around risk management. I… Show more Support CFO and worked closely with the executive Risk Management team developing graphs, spreadsheets, forms, flowcharts and presentations for various projects. I was able to build excellent core analytical skills during this time by increasing my exposure to website development using HTML, database creation and maintenance and project management. My communications and presentation skills were consistently utilized while developing, delivering and tracking projects around risk management. I also recognized my passion for technology during this time that set the path for my future growth in the systems space. Utilized technologies; MS Office and Publisher.

• Senior Secretary

  • Feb 1998 - Feb 1999

  Fidelity Retail eCommerce



Danka OmniFax

• Territory Sales Representative

  • Jan 1993 - Jan 1998

  Account management for multiple OmniFax customers. Day to day responsibilities included working with customers on equipment upgrades and contract renewals. I supported many customers including Fidelity Investments, Commonwealth of Mass. MFS and Massachusetts Electric. As the account manager, I delivered excellent customer service with an emphasis on customer satisfaction. I was also responsible for developing business needs, troubleshooting technical issues and providing forecasting… Show more Account management for multiple OmniFax customers. Day to day responsibilities included working with customers on equipment upgrades and contract renewals. I supported many customers including Fidelity Investments, Commonwealth of Mass. MFS and Massachusetts Electric. As the account manager, I delivered excellent customer service with an emphasis on customer satisfaction. I was also responsible for developing business needs, troubleshooting technical issues and providing forecasting, commission and sales reports. Utilized technologies; MS Office Show less