Experience

Olmstead Associates

• United States
• Financial Services
• 1 - 100 Employee

• Consulting Manager

  • Aug 2021 - Present



State Street

• United States
• Financial Services
• 700 & Above Employee

• VP and Sr. Enterprise Product Manager - Global Markets Funding and Collateral Transformation

  • Jul 2019 - Sep 2021

  Bank wanted to increase revenue, improve operating models and reduce business expense to deliver cost savings. Tasked to consolidate product offerings across enterprise into single product/business line and expand capabilities into front office value-add services. As work stream lead, design and deliver enhanced product solutions. Drive enterprise-wide transformational initiative impacting organizational structures, front, middle and back office operating models, client experience and technology. Identify areas of improvement and gaps in product offering while defining strategic end state and key program technology direction. Engage with leadership on technology delivery and evolution of operating model. Lead three-year execution plan.Impact highlights include...☛ Performed end to end assessment of current state operational and technology models and created first-ever product roadmap.☛ Built and executed tightly structured RFP process for third party platform vendors, accelerating time to market.☛ Negotiated third party vendor master services agreements (MSA’s) and statement of works (SOW). Product is beginning to gain market acceptance and adoption as well as generate revenue. Show less

• Senior Product Manager and Client Development Lead – Securities Lending Global Agency Trading Team

  • Aug 2015 - Jun 2019

  Recruited by prior colleague based on reputation for solving complex client and technology challenges. Initially tasked with achieving unmet revenue targets; subsequently asked to increase revenue and reduce cost through automation (STP) to enable traders to capture more value-add revenue. Drove strategic planning and execution of IT, Legal, Product, Onboarding and Corporate initiatives. Business owner for automated trading platform including product strategy, design, development and release plan and implementation of new product enhancements. Onboarded counterparties. Impact highlights include…☛ Increased revenue and improved straight through processing rates while delivering high return on capital.☛ Planned coordinated and executed key initiates around business controls, audits and regulatory requirements.☛ Accelerated onboarding of counterparties and expanded existing relationships. ☛ Improved alignment of static data information in Trading lifecycle while resolving issues causing loan rejections. Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Managing Director - Global Middle Office Outsourcing Implementation Team

  • May 2013 - Aug 2015

  Outsourcing business at this leading custody banks and asset servicing company was growing in number of wins, size of clients and expanding logistically requiring improved team structure, global capabilities and repeatable practices to support revenue pipeline and ensure successful implementations. Promoted to lead cross functional global team in driving strategy and execution overseeing program management, business analysis, quality assurance and client conversions. Partnered with key stakeholders to define and execute interim / end-state architecture and operational designs. Impact highlights include…☛ Created process for global team expansion including location, recruitment and onboarding.☛ Designed and implemented productivity tools improving transparency across programs, projects and teams. ☛ Increased implementation efficiency. Show less

• Senior Program Manager - Middle Office Implementations

  • Jul 2011 - Apr 2013

  Recruited by prior colleague based on deep client relationship skills and product knowledge as lead interface with clients, development teams, and project and product managers to create, maintain and coordinate project tasks, assignments and budgets. Delivered large scale, mission-critical projects across business and technology organizations. Developed and managed end-to-end program level schedule including business requirements, application development, QA, and implementation.Impact highlights include…☛ Transitioned multiple clients onto newly integrated middle office platforms with virtually zero disruption. ☛ Created, implemented and maintained customized system of project management process and controls. Show less



BNY Mellon | Eagle Investment Systems

• United States
• Financial Services
• 300 - 400 Employee

• Vice President – Research and Development (R&D) Operations

  • Mar 2010 - Jun 2011

  Promoted as team lead to manage governance and execution of internal R&D processes and strategic client initiatives. Facilitated capacity planning, software release prioritization, content and release tracking and critical KPI’s, across client base. Integrated input from senior management to define major software release scope and execution for projects. Directed project team on program oversight and execution of development programs for key clients.

• Strategic Client Solutions – Product Development Manager

  • Sep 2008 - Feb 2010

  Team lead and client liaison focused on execution, delivery of software solutions and issue resolution for strategic initiatives. Recognized as “go to” person for strengthening client relationships and success of program delivery. In war room like scenarios resolved functional and technical issues for production cut-over. Awarded BNY Mellon Star Award for exceptional client service and support.



Collaborative Consulting

• IT Services and IT Consulting
• 1 - 100 Employee

• Consultant - Financial Services

  • 2005 - 2006

  Lead consultant and front-line client contact, assisted project team in defining, building and implementing reporting requirements in support of corporate accounting functionality. Lead consultant and front-line client contact, assisted project team in defining, building and implementing reporting requirements in support of corporate accounting functionality.



Brown Brothers Harriman

• United States
• Financial Services
• 700 & Above Employee

• AVP Project Lead / Senior Business Analyst / Business Analyst - Business Technology Team

  • 2000 - 2004

  Developed and implemented products responsible for minimizing business risk and increasing work efficiency. Designed and developed web-based fund accounting system through full implementation.

• Supervisor / Senior Fund Accountant / Fund Accountant - Client Service Fund Accounting Team

  • Sep 1996 - 2000