Experience

BMO Capital Markets

• Canada
• Investment Banking
• 700 & Above Employee

• Senior Project Manager

  • Apr 2011 - Present

  Principal project manager, leading multifaceted initiative to migrate to an enterprise-wide "Know Your Customer" organization and transition to business-process outsourcing model. Led Enterprise Process Transformation; Enterprise Process Digitization Program Initiative; Global Product Operations Trade Metrics Reporting; and many more key projects and initiatives. Principal project manager, leading multifaceted initiative to migrate to an enterprise-wide "Know Your Customer" organization and transition to business-process outsourcing model. Led Enterprise Process Transformation; Enterprise Process Digitization Program Initiative; Global Product Operations Trade Metrics Reporting; and many more key projects and initiatives.



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Project Manager/Senior Business Analyst

  • Feb 2007 - Apr 2011

  Led strategic planning initiatives to secure proposed budget of $10 million for consolidation of the firm valuation platform. Led global roll-out of proprietary client valuation platform. Developed and coordinated multiple projects with Senior Business Analysts. Developed Business Case and prioritized initiatives resulting in $5M savings annually. Led strategic planning initiatives to secure proposed budget of $10 million for consolidation of the firm valuation platform. Led global roll-out of proprietary client valuation platform. Developed and coordinated multiple projects with Senior Business Analysts. Developed Business Case and prioritized initiatives resulting in $5M savings annually.



Lehman Brothers

• Capital Markets
• 700 & Above Employee

• Project Manager/Business Analyst

  • Apr 2005 - Feb 2007

  Served as a Project Manager to implement a new standard reconciliation system across the bank; worked with senior management to assess resource strategy; managed meetings to review project status, new initiatives, and prioritize projects in the pipeline for operation technology systems; and supervised direct reports, providing business analysis training and career development feedback. Served as a Project Manager to implement a new standard reconciliation system across the bank; worked with senior management to assess resource strategy; managed meetings to review project status, new initiatives, and prioritize projects in the pipeline for operation technology systems; and supervised direct reports, providing business analysis training and career development feedback.



Dean Witter Reynolds (Morgan Stanley)

• United States
• Financial Services
• 1 - 100 Employee

• Business Analyst

  • Jan 2004 - Mar 2005

  Interviewed stakeholders in the Client Reporting Service department to establish areas for system improvement and identify gaps in daily manual processes; documented monthly and quarterly reconciliation processes including all tangential process flows; developed and implemented standard procedures for analyzing Client Report Service department tasks; developed strategy for execution of Asset Management Service 3rd Party Reporting Project. Interviewed stakeholders in the Client Reporting Service department to establish areas for system improvement and identify gaps in daily manual processes; documented monthly and quarterly reconciliation processes including all tangential process flows; developed and implemented standard procedures for analyzing Client Report Service department tasks; developed strategy for execution of Asset Management Service 3rd Party Reporting Project.



Mellon Financial Corporation

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Operations Analyst

  • Sep 2000 - Mar 2004

  Supervised the processing of client valuation data; collaborated with third party audit company to conduct full assessment of all internal and external client-related work; develop and implement system enhancements to increase efficiency and meet client modifications and federal and state legislation requirements. Supervised the processing of client valuation data; collaborated with third party audit company to conduct full assessment of all internal and external client-related work; develop and implement system enhancements to increase efficiency and meet client modifications and federal and state legislation requirements.