Experience

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  Federal Farm Credit Banks Funding Corporation

  • Jersey City, NJ

  • AVP - Data Management

    • Feb 2016 - Present
    • Jersey City, NJ

• 

  LMS Consulting LLC

  • New York, NY

  • President

    • Aug 2012 - Feb 2016
    • New York, NY

    Solutions-oriented Project Manager and Senior Business Analyst focused on full lifecycle implementations, upgrades, and development projects in the financial services and Capital Markets software industry. Subject matter expert in operations and accounting for Fixed Income and Derivative products.Federal Farm Credit Banks Funding Corporation, April, 2013 – December, 2015Engaged to provide business consulting and solution design for the development and implementation of a data warehouse solution designed to support reporting and examination requirements. Responsibilities included business requirements, functional specification, quality assurance testing, technical specification, data governance, business processes and workflows, training, and procedures guides.State Street Bank and Trust, August, 2012 – December, 2012Engaged to provide business consulting and solution design for the FATCA and Dodd-Frank Mandatory Clearing initiatives as related to the Summit application.

• 

  Misys

  • United Kingdom
  • Financial Services
  • 700 & Above Employee

  • Regional Director, Customer Services Americas

    • Sep 2008 - Aug 2012

    Directed global client relationship management and production support, leading a team of regional relationship managers and global support consultants in the Treasury and Capital Markets and Banking divisions. Served installed and/or software-as-a-service (SaaS) clients with products including Summit, Opics, LoanIQ, Midas, Trade Innovation, and Equation. Provided strategic direction and hands-on leadership over business development, account management, client projects, and customer satisfaction using Satmetrix Net Promoter Score (NPS). Implemented and tracked metrics to identify opportunities, improve productivity, and increase efficiencies. Responsible for regional customer services budget and P&L. Excellent collaborator with all cross-functional teams including sales/account executives, professional services, commercial operations, and product development. Coached, developed, and motivated teams to ensure all Key Performance indicators (KPIs) were met.

  • Global Director, Misys Academy, Treasury and Capital Markets

    • Sep 2007 - Sep 2008

    Led a team of global education consultants in the creation and delivery of client, partner, and employee education services. Introduced e-Learning for the Treasury and Capital Markets products (Summit, Loan IQ, and Opics).

  • Director, Client Services, Summit Systems

    • Sep 2004 - Sep 2007

    Rapidly advanced through a series of internal promotions and transfers within relationship management and client services roles. As Director of Client Services, reported to the Executive Director while leading a team of Associate Directors and Business Relationship Managers. Hired and trained staff and partners, and managed team performance. Utilized lean six sigma methodology to evaluate and streamline support processes, and monitored resource utilization to control costs.Served as Senior Project Manager over full lifecycle implementation, upgrade, and funded development projects, as well as the production support of proprietary and bespoke Summit software at major financial institutions. Developed and managed project plans and budgets, project workflows, deliverable timelines, resource allocation, tracking and reporting of project status, risk mitigation, production deployment, and sustained on-going relationship management.

  • Associate Director/Business Relationship Manager, Client Services, Summit Systems

    • Feb 2000 - Sep 2004

    Successful track-record managing implementations, responsible for project plans and budgets, deliverable timelines, resource allocation, tracking and reporting of project status, risk mitigation, production deployment, and on-going relationship management. Subject matter expert (SME) for operations and accounting, for Derivative and Fixed Income products. Coordinated installation and recommended application configurations based on client requirements.Worked closely with clients to identify data migration/scrubbing requirements, third-party tools, and interface needs. Detail-oriented software tester with strong analytical skills to facilitate troubleshooting and resolution of issues. Key resource participating in proof-of-concept/pilots. Performed standard product and customized end-user training and provided support during parallel processing, production deployment, and post-production. Trusted advisor able to successfully interface with business users, technical resources, and all project stakeholders.Responsible for creation of business requirements and functional specifications for client funded and bespoke developments.

  • Manager, North America Client Services, CMark

    • Sep 1995 - Feb 2000

    Led a team of business and technical support analysts responsible for implementations and production support for the CMark product.

  • Business Consultant/Sales Support, CMark

    • Sep 1990 - Sep 1995

    Responsible for production support, implementation, sales support, and training of new and existing clients with focus in the area of fixed income and interest rate derivatives.

• 

  Bear Stearns

  • Manager, Syndicate Accounting

    • 1987 - 1990

    Managed a staff of 4 accountants responsible for all Municipal, Equity, and Corporate Bond underwritings. Liaison between the Trading, Finance, and Accounting areas. Responsible for the receipt and disbursement of fees on all syndicate deals and for P&L reporting to Senior Management.