Experience

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  Currently Seeking Consulting Opportunities in Financial Services.

  • Greater Philadelphia Area, Greater New York Area

  • Senior Financial Services Executive

    • Apr 2013 - Present
    • Greater Philadelphia Area, Greater New York Area

    Seeking a consulting opportunity that aims to leverage technology for operational efficiency, improved client experience or new product delivery with a specialty in securities middle- and back-office services. Proven track record of delivering results to clients and internal partners - strategy, project management, program management, and governance of IT outsourcing.

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  Citi

  • Director, Product Management

    • 2003 - Mar 2013

    Global Product Management Head of web information services for Citigroup’s institutional clients including the world’s leading banks, insurance companies, pension funds, hedge funds, asset managers, broker/dealers and market infrastructures. The web portal, mobile and file based services supported a full line of securities services including custody, clearing, fund accounting, portfolio accounting, risk and compliance monitoring.Responsibilities & Accomplishments:• Managed staff of 10 Product Managers located in New York, London, and Dublin• Drove strategy and directed $20-30 million annual technology investment portfolio• Increased usage six-fold to 2000+ customers and 8,000+ users in 50 countries and 3 languages• Presented product strategy, roadmap and solutions to key global clients and prospects• Introduced core STP transactional platform for settlements and corporate actions; common reporting platform for custody, securities lending and fund accounting; a global client on-boarding platform; and execution-to-custody capability

  • SVP/Business Management

    • 1992 - 2003

    As part of the Advanced Development Group, faced off to senior business and product owners. Managed staff of 6-8 Project Managers, 2-3 full-time consultants and 5-6 vendors. Responsible for end-to-end project management of electronic banking products and solutions to corporate clients in developed and emerging markets. Supported payments, receivables and trade/letters of credit products. • Managed portfolio of 30+ projects with single project costs up to $6.0 million.• Grew delivery platform into global industry leader with installed based of 20,000+ sites in over 55 countries and 100,000+ users.

  • VP/Director of Originations Planning

    • 1989 - 1992

    MIS, technology planning, internal consultancy, and process redesign for $3 billion+ Mortgage Originations business reporting to Division Vice-Chairman.

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  Financial Systems Plus

  • Chappaqua, New York

  • Owner/Consultant

    • 1982 - 1989
    • Chappaqua, New York

    With focus on financial services, developed and implemented strategies to restructure and streamline operating units.

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  Xerox

  • Greenwich, CT

  • Manager, Financial Planning - Latin American Division

    • 1974 - 1982
    • Greenwich, CT