Experience

Accelerance

• United States
• Information Technology & Services
• 1 - 100 Employee

• Partner Success Manager

  • Jan 2017 - Present

  We help companies create and execute better software engineering strategies using global software outsourcing solutions by providing professional guidance for planning, sourcing and managing global teams… to achieve valuable benefits without risks and challenges. We’ve researched more than 8,000 software engineering companies around the world, certifying the top 3% and traveling to more than 30 countries to conduct deep, on-site assessments. Clients only work with fully investigated partners who are trusted, verified and certified. We’re passionate about global software development and committed to making your global relationship an enviable success.

• IT Project Manager

  • Sep 2016 - Present

  • Manage the delivery of quality software that meet or exceeds client's expectations and projects that are completed on time and within budget. • Provide an agile and collaborative framework for developing quality software using an identifiable, measurable, and repeatable process for our clients and globally diversified service providers. • Establish a project management structure to ensure project is managed effectively throughout its life cycle.• Ensure all requirements are properly defined and communicated in a consistent and timely manner to all teams and stakeholders. • Coach clients on best practices for partnering with co-located teams, including the measurement and improvement of team health and collaboration, cross-cultural appreciation, maximizing utilization, minimizing dissatisfaction and turnover and aligning resources with roles and objectives for personal and company success.• Identify project risks and issues early and resolve prior to becoming roadblocks.



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Senior IT Project Manager, Corporate Treasury Technology

  • Apr 2015 - Apr 2016

  Project lead to streamline the banks inter-company lending process by developing a singleplatform to support all Treasury activities. I coordinated project tasks/issues between 8 global scrum teams and over 400 users.• Migrated USD 1.5 billion in loans into new loan system, eliminating over 30 manuallymaintained spreadsheets.• Created and maintained project charter, WBS, user acceptance test plans, training plans, andtracking/resolving all issues.• Documented current lending process for all 6 current loan systems to ensure process flowswill function in new system.• Conducted global training/process review sessions with end users.• Managed daily UAT defect tracking and reporting utilizing several web based tracking tools.

• VP Derivative Operations Project Manager

  • Aug 2009 - Apr 2015

  Managed the project backlog for multiple back office systems for the global derivatives operations teams. I coordinated development priorities with product owners and scrum masters to ensure only the most critical projects were in scope. Oversaw 6 business analyst who worked with users to create BRDs, coordinate UAT, and host sprint planning and review sessions.• Lead cost saving initiatives by increasing system automation and offshoring processes withan average savings of USD 200k per year over a 5 year span.• Created automated process that enabled our +2500 global users to raise work requestswhich eliminated the use email improved project backlog transparency.• Partnered with tech leads and scrum masters to transition from Waterfall to an Agiledevelopment process.• Oversaw the trade/document migration and system retirement for all legacy Merrill Lynchoperations systems. (5 million pdf/tif/doc/excel files migrated)• Implemented a project flow for our BA’s to implement minor HTML coding changes to ourdocument system. (Kanban process)• Implemented all regulatory changes impacting derivative trade processing - Dodd-Frank, EMIR, Swap execution facilities, DTCC, and other clearing houses. • Assist in code reviews with tech leads in each sprint review. (HTML, XML, Java, Python)

• VP US Back Office Operations Manager

  • Dec 2004 - Aug 2009

  Managed the operations team consisting of 20-25 analysts and 2 line managers, with indirect supervision of our offshore teams. The teams are responsible for executing derivative trade contracts with all US based clients and dealers. Also took on several projects relating to all merger activity. • Maintained top 5 ranking among major banks for exceeding all Federal Reserve Bank trade execution targets in all asset classes.• Implemented new programs and process resulting in improved associate satisfaction scores.• Collaborated with internal and external audit to ensure our processes and procedures were in compliance.• Responsible for meeting all daily/monthly Fed mandated confirmation metrics.• Represented firm in all ISDA market meetings pertaining to all derivative documentation initiatives.Project related activities:• Back Office Project lead for Countrywide/Merrill Lynch conversions. • Derivative Trade Migrations involving internal system conversions and 3rd party vendor coordination. • Legacy System retirements and conversions. • Transitioned the equity derivative operations process from the New York to Charlotte with a USD 500k annual save due to increased process efficiencies and system migrations.• Migrated our structured rates operations team from Chicago to Charlotte with a USD 300k annual save due to process improvements and location.

• Derivative Documentation Analyst

  • Apr 2003 - Dec 2004

  • Generated trade confirmations based on ISDA Definitions for various Credit Derivative Products.• Provided support to front office trading regarding ISDA Definitions and confirmation inquiries.• Acted as a liaison between front, middle and back office to ensure timely and accurate delivery of trade confirmations to clients and dealers.



Wachovia, A Wells Fargo Company

• Derivative Documentation Analyst

  • Oct 2001 - Apr 2003

  • Provided support to front office regarding ISDA Definitions and confirmation inquiries. • Liaison between front, middle and back office to ensure timely and accurate delivery of trade confirmations to clients and dealers. • Provided support to front office regarding ISDA Definitions and confirmation inquiries. • Liaison between front, middle and back office to ensure timely and accurate delivery of trade confirmations to clients and dealers.