Retired

• Apr 2019 - Present

Senior Manager, Enterprise Data Management

• Oct 2014 - Apr 2019

• Led a 90-person data quality project to cleanse, synchronize and de-duplicate client data. Coordinated data quality research efforts with the data owners, researched vendor solutions, negotiated contracts and managed the vendor implementations. This effort resulted in 11.6 million data attributes being added, corrected or synchronized. These improvements were made to 4.5 client records, across all 3,256 Raymond James branches, resulting in significant data quality improvements to our client data population. • Educate business, operations and technology staff on the purpose and benefits of enterprise data management and data governance. Champion the message across the organization through presentations, meetings and communications. • Develop controls and processes to ensure adoption of data quality and data governance practices. • Coordinated the development of a new data quality maintenance system. Wrote business requirements, report specifications and test plans. The application’s data reconciliation reports and data maintenance functions allow for the continuous monitoring of data quality, as well as the identification and resolution of data issues. • Manage three Enterprise Data Management teams, including the client and account data team, the assets, liabilities and transactions data team and the team responsible for implementing Raymond James' Data Management and Data Quality Program. • Analyst on a team developing the Consolidated Data System, a new enterprise-wide master data environment that will deliver a holistic view of the client and a consistent view of a client’s assets and liabilities from a single source of truth. Elicited functional requirements from investment professionals, analyzed legacy data sources and researched business rules for the new data interfaces. • Researched data issues by analyzing and extracting data using SQL queries and Excel. Show less

Executive Director, Global Asset Management IT

• Mar 2011 - Sep 2014

• Primary liaison between the business and IT developers. As Lead Business Analyst, I assigned work, monitored workflow, mentored, coached, and provided feedback for a team of Business Analysts. My team gathered and analyzed requirements, wrote functional specifications, managed projects, developed test plans, executed tests and tracked defects.• As Project Manager, I facilitated meetings, developed project schedules, ensured successful project execution and management of all UBS Realty Investors project managers. Served as real estate’s representative on UBS Global Asset Management’s Project Management Core Forum. Led numerous small and large projects including software installations, development of internally developed applications, hardware upgrades and office construction projects.• Oversaw the Release Management and Change Management processes for the real estate business. Coordinated the release processes for the progression of code in the Dev, Test, UAT, Production and business continuity environments. Ran a weekly Change Advisory Board to facilitate release readiness reviews, business Go/No-Go reviews and verified that all project documentation was completed. Developed controls and procedures for the SDLC process and ensured that all controls were followed and evidenced. Served as real estate’s representative on the UBS Global Asset Management’s Change Advisory Board.• Global Real Estate’s primary liaison between UBS IT Risk, UBS IT Security and Group Internal Audit. Coordinated multiple internal and external IT audits each year. Communicated with management to present audit results, gained acceptance and developed plans to remediate audit issues. Advised IT and business stakeholders on best practices for controls and processes to reduce risks and improve efficiency and financial profitability. Ensured all application owners were compliant with regards to SOX testing, Client Data Confidentiality Inventory (CDC-I) and First Cut Risk Analysis (FCRA). Show less

Director, UBS Global Real Estate (Formerly Allegis Realty Investors)

• Sep 1999 - Mar 2011

• SharePoint administrator for the real estate and IT departments. Developed SharePoint sites for the various business departments and assisted the departmental owners with site administration, user access, user training and support. • As primary Intranet developer, I maintained the Global Real Estate–U.S. section of the UBS’ Intranet. Global Real Estate’s Intranet reporting site included over 50,000 reports and documents available on-line to business users. Some of the technologies utilized included: ASP.Net, HTML, CSS and IIS.• Managed team responsible for Global Real Estate’s on-site data center, WAN/LAN, file server and telecommunications including network and telecom circuits.• Supervised team that provided desktop support for the six U.S. offices of Global Real Estate. My team’s support responsibilities included deployment and support of personal computers, printers, audio/visual equipment, mobile devices and security card access/video systems. • Deputy Head of Business Continuity – Managed all aspects of business continuity management, including the identification and assessment of enterprise risks, development of business impact analysis (BIA), recovery strategies, business continuity plans, crisis management plans, annual plan testing and maintenance, and continuity program governance. Global Real estate’s representative on the UBS Americas Business Continuity Working Group. • Only Global Real Estate IT employee ever selected to participate in UBS' two-year Talent Development Program. Show less

Information Technology Manager

• Jun 1996 - Sep 1999

• Led multiple IT teams including application developers, a network support team and a help desk support team. Our IT team developed and supported more than twenty real estate systems applications. • Designed, developed and implemented the company’s public website and our corporate Intranet site. Registered and managed over two hundred Internet domain names for the web sites promoting the business’ real estate investment properties. • As the IT project manager, led a two-year transition to migrate off the Aetna IT infrastructure after the sale of the real estate investment business. This multi-faceted project included the following sub-projects: Design, testing and implementation of a new Cat V based Ethernet network to replace Aetna’s old Token Ring network. Coordinated the implementation a Frame Relay wide area network that connected our field offices to our corporate headquarters. Selection and installation of an Internet provider and circuit. Installation of a new telephone system which involved RFPs, vendor selection, contract negotiations, design and set up of the telephone, voice mail system and telecom circuits. • Led the project team that designed and developed a SQL Server based Research Data Warehouse and reporting system. Utilized Visual Basic, MS Access and SAS to access research data in a Sybase database. Show less

Business Systems Manager

• Mar 1995 - Jun 1996

• Managed the Real Estate Equity Systems unit, a six person production support team that controlled the daily operations of a COBOL/IMS Accounting System and a VAX based FOCUS Reporting System. Responsibilities included: resource planning, project management, cost control, budgeting, staff management, and programming. • Project manager and lead developer responsible for the design, development and implementation of several systems projects. Examples included: the creation of a portfolio management reporting system, a gross asset valuation system, and a performance management and yield calculation system. • Primary resource responsible for providing timely and accurate solutions to all adhoc and management reporting requirements. Provided information to senior management, various Aetna departments, clients, rating agencies and pension consultants. Show less

Senior Systems Administrator

• Aug 1991 - Mar 1995

Responsibilities were the same as those listed above for my Business Systems Manager position.

Investment Services Administrator

• Aug 1990 - Aug 1991

• Designed, developed, and implemented several FOCUS databases.• Created and maintained a FOCUS and FORTRAN based Internal Rate of Return system.• Presided over a FOCUS Users Group that trained programmers and customers in effective methods of accessing FOCUS databases.

Senior Programmer

• Jul 1988 - Aug 1990

As an IT Consultant at Aetna Realty Investors: • Responsibilities were the same as those listed in my Investment Services Administrator role above. As an IT Consultant at General Electric: • Member of a systems development team that developed an on-line order entry, inventory, and distribution system. Designed, coded and tested batch IDMS and on-line IDMS ADS/O programs. Varied roles included: design, analysis, systems development, testing, production implementation and customer training. • Received two Keane awards for outstanding customer service and client satisfaction. Show less

Programmer Analyst

• Oct 1986 - Jul 1988

• Part of a Quality Assurance team responsible for developing and executing test plans for an on-line claims processing system. This role also included providing customer support and training for the line area staff. • Programmed, tested and implemented FOCUS and COBOL programs for a claims reporting system. • Part of a Quality Assurance team responsible for developing and executing test plans for an on-line claims processing system. This role also included providing customer support and training for the line area staff. • Programmed, tested and implemented FOCUS and COBOL programs for a claims reporting system.