Experience

JCURV

• United Kingdom
• Business Consulting and Services
• 1 - 100 Employee

• Information Communication Technology Consultant

  • Aug 2021 - Present



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Capability Manager

  • Jun 2019 - Oct 2020

  Remote •Facilitated the transition to Agile from SDLC across Marketing Legal and Compliance increasing the value delivered by development teams from one release per year to one release every two weeks. •Identified strategic management opportunities across multiple programs within Marketing Digital Transformation decreasing variations of language and procedure differences within L&C operations. •Managed the automation of L&C materials decreasing anomalies within delivered Marketing Material vs… Show more •Facilitated the transition to Agile from SDLC across Marketing Legal and Compliance increasing the value delivered by development teams from one release per year to one release every two weeks. •Identified strategic management opportunities across multiple programs within Marketing Digital Transformation decreasing variations of language and procedure differences within L&C operations. •Managed the automation of L&C materials decreasing anomalies within delivered Marketing Material vs Approved by L&C Marketing Material making it easier for L&C and Marketing teams to adhere to regulation. •Created and Implemented business as usual application delivery model for legal and compliance - managing the creation of training material, process maps, system reporting by business unit, and creating backlog of priority system changes. •Acted as Interim Product Owner for the Aprimo application within the Agile transformation – Mentor/Coach to new Product Owner and other team members new to project work and Agile. •Acted as Leadership Dashboard Product Owner – Managed the creation and implementation of and worked directly with development and data teams to ensure appropriate presentation of multi-source analytic data used by >50 senior leaders within the Marketing and Management teams. •Created and Managed budgets for multiple programs within Marketing Legal and Compliance (>$4M Show less



Remote Year -Participant

• Knowledge Seeker/Traveler

  • Apr 2017 - May 2019

  The World •Traveled to 12 cities in 10 countries with 50 other location independent professionals attending curated culturally immersive experiences to become a more educated global citizen. •Participated in; Volunteer activities/events, Start-up weekend in Lisbon, Portugal 7/2018, Business discussion groups including Bitcoin, Data Management, and General Networking in multiple cities around the world.



FIA Tech

• United States
• Financial Services
• 1 - 100 Employee

• Consultant

  • Jan 2018 - Apr 2018

  Remote Futures Spot Date Calendar Automation



Barclays

• United Kingdom
• Financial Services
• 700 & Above Employee

• Technical Project Manager

  • Feb 2016 - Apr 2018

  New York, New York •Manage compliance to data regulation for the shutdown of Barclays Wealth Americas •Managed Data Analysts and RAD development teams of SQL, Java, Visual Basic, and database developers in support of Remediation Office and Wind Down teams •Manage product creation for interim data repository for remaining client management reference. •Created/Managed project plans and documentation process ensuring all defined processes are updated as needed and executed by the data analyst and… Show more •Manage compliance to data regulation for the shutdown of Barclays Wealth Americas •Managed Data Analysts and RAD development teams of SQL, Java, Visual Basic, and database developers in support of Remediation Office and Wind Down teams •Manage product creation for interim data repository for remaining client management reference. •Created/Managed project plans and documentation process ensuring all defined processes are updated as needed and executed by the data analyst and development teams per Financial Regulation guidelines Show less



Traiana

• Program Manager

  • Aug 2013 - Jan 2016

  Greater New York City Area •Created significant barriers to entry for competitors within the FX market for matching and confirmations. •Increased the Client Link network volume by over 100% adding 25+ Clients, 30 Executing banks,12 Prime Broker and 5 ECN relationships. •Created, Managed, and Implemented a Buyside delivery model including trade matching, allocation and confirmation functionality for the FX product suite via Harmony. •Onboarded clients and created confluence sites for each to enable support team… Show more •Created significant barriers to entry for competitors within the FX market for matching and confirmations. •Increased the Client Link network volume by over 100% adding 25+ Clients, 30 Executing banks,12 Prime Broker and 5 ECN relationships. •Created, Managed, and Implemented a Buyside delivery model including trade matching, allocation and confirmation functionality for the FX product suite via Harmony. •Onboarded clients and created confluence sites for each to enable support team to understand client set-up and workflows, including troubleshooting tips. Show less



Corvil

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Sales Engineer Manager

  • Apr 2012 - Aug 2013

  Greater New York City Area •Managed Sales Engineers, Product Implementations, and day-to-day operations of Corvil Technical Sales team. •Created and implemented a Professional Services delivery model and Project Management toolkit to ensure effective client communications, transparency, and on-time and scalable delivery of products.



Traiana

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Project Manager

  • Oct 2010 - Apr 2012

  •Managed Tier 1 Bank team within strategic partnership transition of confirmation services to Traiana – train operation global teams on new software and processes ($5M). •Managed bespoke to street system transformation for Tier1 Bank for Prime Broker (TRM) system and pre-trade Risk Platforms ($2M). •Managed strategic implementations for multiple banks/clients relating to the central clearing regulations for FX.



Misys

• United Kingdom
• Financial Services
• 700 & Above Employee

• Head of Funded Development Americas

  • Oct 2006 - Oct 2010

  Head of Funded Development (FD) Americas • Generated and managed $87M Funded Development projects by creating go-to-market strategy plans, working directly with sales, clients, and development teams to manage and deliver client specified product. • Supported sales of FD by collaborating closely with internal stakeholders (Sales / PS / Dev /Solutions Management) to produce profitable and deliverable FD proposals to achieve overall FD sales target. • Managed FD projects from design… Show more Head of Funded Development (FD) Americas • Generated and managed $87M Funded Development projects by creating go-to-market strategy plans, working directly with sales, clients, and development teams to manage and deliver client specified product. • Supported sales of FD by collaborating closely with internal stakeholders (Sales / PS / Dev /Solutions Management) to produce profitable and deliverable FD proposals to achieve overall FD sales target. • Managed FD projects from design through implementation for large projects with multiple tracks. Summit Senior Consultant • Managed the technical delivery of a Tier 1 bank enterprise transformation from Client Server to Web(SaaS) based version of Summit ($5M). • Created and managed business proposals for potential work for Summit Professional Services - Upsold of over $.75M of additional resources within bank projects. • Created and managed project plan for enterprise software upgrades, FT migrations and the implementations of new Summit modules for various trade types, accounting data and other upstream/downstream data processes. Show less



Bristol Myers Squibb

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Sr. Analyst

  • 2005 - 2006

  •Managed transition of on-shore to off-shore resources across the globe. •Managed multiple global projects using cross-functional teams to improve business process efficiency.



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Business Technology Manager

  • 1999 - 2005

  Fixed Income- Corporate-Fixed Income - Business Technology and Continuity/Risk Management •Created Business Continuity off-site facility for Fixed Income and Equity trading desks used for 5 days DR testing. •Managed vendor relationships for Bloomberg, Market Axess, Trade Web, JJ Kenny, Eagle PACE, and Yieldbook. •Created VB code for processing data from multiple sources to generate portfolio risk management reports. Information Systems Engineer- Corporate-Fixed Income… Show more Fixed Income- Corporate-Fixed Income - Business Technology and Continuity/Risk Management •Created Business Continuity off-site facility for Fixed Income and Equity trading desks used for 5 days DR testing. •Managed vendor relationships for Bloomberg, Market Axess, Trade Web, JJ Kenny, Eagle PACE, and Yieldbook. •Created VB code for processing data from multiple sources to generate portfolio risk management reports. Information Systems Engineer- Corporate-Fixed Income Systems Service Administrator - Institutional Business Technology Services – Institutional Reporting

• Systems Analyst

  • 1999 - 2005