Vice President - Business Analytics Manager

• Mar 2022 - Present

Vice President - Sr. Business Analysis Consultant

• Feb 2021 - Present

Sr. Business Analysis Consultant

• Sep 2016 - Present

Vice President & Market Data Group Manager

• Apr 2009 - Sep 2016

Negotiate vendor contracts, perform cost savings exercises, manage projects and aid in compliance/risk managementNegotiate, procure, and execute contracts/licenses with data vendorsWork with high level personnel/executives internally as well as with BNYM clients and vendorsLead cost saving initiatives by identifying data duplication and/or less expensive product platforms to service client needsCreated corporate-wide strategic plan for diversity initiativesWrote and published 7 formal departmental processes (technical writing) Served as lead project manager on several departmental/intradepartmental projectsBuild project teams, set up and lead project meetings, track project statusCreate and conduct presentations for senior managementServe as Pittsburgh site lead for Asset Servicing Diversity CouncilServe on the Marketing Committee for the Affinity Network IMPACT: Communications (bi-weekly, newsletters, posters), Focus Groups, Survey Development, On Boarding, Regional Calendar Updates Show less

Control Project Analyst

• Jun 2006 - Apr 2009

Oversaw 48 client onboarding projects for new BNYM clientsManage projects for the operational teams in the Derivative Services GroupCreated, oversaw, and implemented departmental reorganization projectServed as lead project manager to create new derivatives processing platformWork with high level personnel/executives internally, BNYM clients and outside firms

Account Executive - Relationship Management

• Jul 2003 - Jun 2006

Served as the primary contact for forty-two institutional clients to manage their overall relationship within the Asset Servicing line of businessCompleted analysis of off-shoring practices employed by Mellon competitors which was used by senior management for strategic planning purposesObtained sales experience with cross-selling Mellon products/servicesPrepared and delivered several client presentations on a variety of matters (e.g. annual and quarterly performance; new client initiatives)Conducted B-2-B marketing research and developed marketing strategies for client presentationsWork with high level personnel/executives internally and with large institutional clients Show less

Securities Analyst/Supervisor

• Jun 2000 - Jun 2003

Worked as a securities analyst for processing team and was promoted to supervisor while in this departmentSupervised and delegated responsibilities for daily trading activity and client conversionsServed as lead project manager for a lift out project of pricing responsibilities to a new custody/accounting platform and transitioned the duties from the Pittsburgh location to the Boston location Wrote and published 4 formal departmental processes (technical writing) PROJECTSCreated business plan, strategic plan, and marketing campaign for WINCompleted strategy analysis and market research analysis of OPECCreated a marketing PSA campaign for an anti-graffiti initiative in Cranberry TownshipCreated a strategic plan for Pittsburgh Bolt & SupplyCreated strategic plan and market analysis for business expansion into ChinaRan formal Mentoring Program including: marketing, training, guidance, and selectionHelped to create Affinity Network (MORE) including: marketing plan, strategic plan, membership, activity planning, network finance committeeCompleted Exxon Mobil valuation project Show less