Experience

ML

• United Kingdom
• Financial Services
• 1 - 100 Employee

• AVP Client OnBoarding Services

  • Aug 2005 - Present

  Project Manager responsible for gathering requirements, pulling together all pertinent members of a working group defining scope, building a plan, documenting and reporting progress to senior management and ensuring delivery of all projects within specified timelines and budget.

• Quality Control

  • Apr 2002 - Jul 2005

  Coordinated the various project migrations as a result of the sale of the pricing business. Identified missing price and yield variances together with data inconsistencies shortening project completion to come in ahead of schedule. Analyze Global Equities and Fixed Income Securities test data ensuring consistent quality and pricing for end of day price evaluations provided to all areas of the firm. Ensure timely delivery of the monthly Statement Pricing Process to facilitate recording of Prices to Client Statements and Firm wide systems.Provide Customer Service support to all branches globally confirming overall Client Satisfaction.Provide pricing to International Structured products for Global Private Client Portfolio statements Show less


DTCC / Omgeo
• Financial Services
• 100 - 200 Employee
• Business Analyst

  • Dec 1999 - Oct 2001

DTCC
• United Kingdom
• Information Technology & Services
• 1 - 100 Employee
• Business Analyst

  • 1999 - 2001


Standard & Poor's

• Spain

• Statistician

  • Feb 1993 - Dec 1999

  Supervised Group of Six Client Service Representatives day-to-day workflow to ensure efficient channeling of resource based on level of importance.Ensured timely and accurate delivery of all Corporate and Municipal daily electronic notification services, verification services, and customized report services

• New Funds Supervisor

  • Feb 1987 - Jan 1993

  Responsible for the creation and delivery of New Unit Investment Trust Fund Portfolios. Analyzed Unit Investment Trust Portfolios for existing clientele increasing existing client work efficiencies.Provided portfolio credit analysis and bond rating verifications.Specialist for Mutual Fund Closings