Experience

Capco Energy Solutions

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• Lead Senior Consultant

  • Aug 2010 - Present

  Project Manager Wealth Management Managed Client On-Boarding onto the SunGard Platform Project Manager Wealth Management Managed Client On-Boarding onto the SunGard Platform



ByAllAccounts

• Business Analyst Consultant

  • 2010 - 2010

  • Conducted research and facilitated meetings to understand the complex business needs of the validation department. • Defined workflows and identified process gaps and improvements. • Using the return on investment approach, developed a prioritized list of projects which could enable validations to grow without increasing staff. • Conducted research and facilitated meetings to understand the complex business needs of the validation department. • Defined workflows and identified process gaps and improvements. • Using the return on investment approach, developed a prioritized list of projects which could enable validations to grow without increasing staff.



Vestmark

• United States
• Software Development
• 200 - 300 Employee

• Interface Manager of Data Integration and Interface

  • 2007 - 2009

  * Aggressively managed the development of 35 new reconciliation and trading integration with sponsor and data providers. This included gathering requirements, developing functional specifications and coordinating activities through development, testing and rollout of sponsor system integrations. * Established and maintained strong relationship with data providers. * Aggressively managed the development of 35 new reconciliation and trading integration with sponsor and data providers. This included gathering requirements, developing functional specifications and coordinating activities through development, testing and rollout of sponsor system integrations. * Established and maintained strong relationship with data providers.



SS&C Advent

• United States
• Financial Services
• 700 & Above Employee

• Senior Interface Manager

  • 2000 - 2007

  * Successfully managed multiple complex conversions, software upgrades and new interface development to mission critical projects for the companies' premier clients. * Assisted in trouble shooting data and software related problems for projects in development and interfaces in production. * Served as industry and product expert for cross functional teams. * Successfully managed multiple complex conversions, software upgrades and new interface development to mission critical projects for the companies' premier clients. * Assisted in trouble shooting data and software related problems for projects in development and interfaces in production. * Served as industry and product expert for cross functional teams.



BlackRock

• United States
• Financial Services
• 700 & Above Employee

• Consultant, International Operations Division

  • 1996 - 2000

  * Assisted IT Programmers with automation of complex global corporate action entitlement processing by defining the business requirements and testing plans. Thus improving process efficiency and resource productivity. * Participated in the redesign of the income payment application drastically improving the timely collection of income, generated from over $500 M dollars across 60 markets. * Assisted IT Programmers with automation of complex global corporate action entitlement processing by defining the business requirements and testing plans. Thus improving process efficiency and resource productivity. * Participated in the redesign of the income payment application drastically improving the timely collection of income, generated from over $500 M dollars across 60 markets.



Investors Bank & Trust

• United States
• Financial Services
• 100 - 200 Employee

• Senior Settlements Administrator/ Corporate Action Administrator

  • 1993 - 1995

  * Reviewed and authorized security trades, currency movements and foreign exchange transactions up to $1M dollars across 60 markets. * Ensured the efficient processing and collection of US corporate action entitlements in high risk and high volume area. * Reviewed and authorized security trades, currency movements and foreign exchange transactions up to $1M dollars across 60 markets. * Ensured the efficient processing and collection of US corporate action entitlements in high risk and high volume area.



Boston Safe Deposit & Trust Company

• Senior Income Specialist

  • 1991 - 1993

  Improved the timely collection of income generated from $6B dollars in assets across 46 countries. Improved the timely collection of income generated from $6B dollars in assets across 46 countries.