Director, Professional Services » Excellence in Project Leadership, Collaboration, Client Services

• Jan 2020 - Present

Oversee a $MM product P&L in post-trade settlement and wealth management domain. Lead dynamic implementation teams in producing client projects for the world's top financial institutions. Manage business analysts for the wealth management domain. Create effective relationships with clients and offshore vendors. Key collaborator with C-suite on development and execution of effective and efficient delivery model and process improvement initiatives. Leverage automation to increase efficiencies and eliminate redundancies. Strive to break down internal silos and foster cross-functional collaboration within global product, testing and development teams, which has decreased time-to-market and improved deliverables. Key Accomplishments • Initiated a process analysis initiative that evaluated task completion times and identified stagnant gaps, which resulted in a 50% decrease in time-to-market for wealth management implementations and standardized evaluation processes. • Created a dev-ops environment for CI-CD, including test automation, which enabled quality delivery to clients under budget. Show less

Manager, Professional Services » Technology Development ♦ Offshore Vendor Relationships

• 2014 - 2019

Led implementation client teams for post-trade settlement projects. Managed offshore vendor relationships. Showed keen ability to work across departments to leverage knowledge and capabilities, which improved output and client satisfaction.

Senior Technology Lead-Professional Services » Post-Trade Settlement & Wealth Management Technology

• 2012 - 2014

Managed client relationships and client interaction. As a technical lead, delivered on post-trade settlement and wealth management projects. Established reputation for client satisfaction for delivering projects on time.

Consultant – Payment Division » White Label Payments Software

• 2010 - 2012

Key member of the development team working on white label payments software for Barclays to accommodate IFT, book transfer, and SEPA transactions. Worked with architecture team and utilized Java and Oracle on additional payments software products. Key member of the development team working on white label payments software for Barclays to accommodate IFT, book transfer, and SEPA transactions. Worked with architecture team and utilized Java and Oracle on additional payments software products.

Senior Systems Analyst » Securities & Payments Product Design & Java Development

• 1999 - 2010

Hired as one of the first three employees for this start-up company that created middleware and a financial payments application for the banking industry. Led efforts to develop a new workflow in the securities industry. My work included analysis, design and Java development. Also contributed to Dovetail's payments solutions in client, revenue, and team growth. Led SWIFT network, FED, CHIPS, and CHAPS implementation efforts. Hired as one of the first three employees for this start-up company that created middleware and a financial payments application for the banking industry. Led efforts to develop a new workflow in the securities industry. My work included analysis, design and Java development. Also contributed to Dovetail's payments solutions in client, revenue, and team growth. Led SWIFT network, FED, CHIPS, and CHAPS implementation efforts.

Developer

• 1993 - 1999