Experience

Theorem Technologies

• United States
• Financial Services
• 1 - 100 Employee

• VP - Application Support Manager

  • Oct 2017 - Present

  Theorem Technologies, a Chicago based startup, provides a suite of SaaS solutions dedicated to improving post trade management; Reporting, Reconciliation, P&L Attribution, Allocations, Compliance, and other tools. Theorem’s mission is to make world-class technologies more accessible. Firms of all sizes and complexities leverage Theorem’s data-rich reporting and reconciliation tools which adapt to their needs without any programming required. From multiple-broker aggregation, to allocations, to multi-party reconciliations, Theorem makes post-trade management better. Show less



Thalēs

• United States
• Financial Services
• 1 - 100 Employee

• VP - Application Support Manager

  • Mar 2016 - Oct 2017

  Thalēs Trading Solutions LLC (“Thalēs”) is an integrated derivatives brokerage and post-trade technology firm. We leverage technology to create operational efficiencies for institutional participants in the derivatives trading space. Our team of experienced professionals works closely with clients to optimize their trading infrastructures and to solve their most complex operational challenges. From counterparty diversification to middle-to-back office automation, Thalēs provides traders an integrated and robust solution for their derivatives brokerage needs. Show less



GGP

• United States
• Real Estate
• 700 & Above Employee

• Sr. Technical Application Support Analyst

  • Sep 2014 - Mar 2016

  General Growth Properties is a fully integrated, self-managed and self-administered real estate investment trust focused exclusively on owning, managing, leasing and redeveloping high-quality regional malls throughout the United States. GGP’s portfolio is comprised of 120 regional malls in the United States totaling approximately 125 million square feet. GGP is headquartered in Chicago, Illinois and publicly traded on the NYSE under the symbol GGP. GGP malls offer a mix of some of the most popular and unique retailers in the world. Some of GGP’s unparalleled shopping locales include Ala Moana Center (Honolulu), Tysons Galleria (Washington D.C.), Glendale Galleria (Los Angeles) and Water Tower Place (Chicago). Our malls are more than just places to shop; they serve as entertainment hot spots, offering movie theaters, restaurants, ice skating rinks and numerous family activities. Our mission is to own and operate best-in-class retail properties that provide an outstanding environment and experience for our Communities, Retailers, Employees, Consumers and Shareholders. Show less



Newedge

• France
• Financial Services
• 400 - 500 Employee

• Global Application Support Analyst

  • Jan 2010 - Aug 2014

  • Monitor and support custom clearing / allocation / reconciliation systems. • Support end to end clearing trade feeds from multiple exchanges to back office systems.• Support web portal used by clients, Account Executives and Customer Service Representatives globally. The portal is used for retrieving statements, reports, data files and trade matching. • Work with Infrastructure / Database Administrators to resolve application issues. • Administer Business Objects QA and production environments. Responsibilities include ensuring system is up and running, deploying objects from QA to production.• Identify real-time monitoring opportunities (file arrival times, log files, services, processes and SQL queries) and configured via the ITRS monitoring tool. • Debug SQL queries and stored procedures to resolve SQL job failures and data issues.• Work with vendors to resolve issues. • Release / Change Management – Responsible for releasing and deploying software / application changes in production and QA environments. • Handle weekend shutdown / startup / maintenance tasks as required.• Involved in project to migrate clients from legacy systems. • Manage incidents and escalated until resolution. Show less

• Business Analyst

  • Feb 2007 - Jan 2010

  • Act as liaison between business and IT development team. • Create requirement documents for custom trade/position/activity data files for clients.• Work with Customer Service Representatives to set priorities and manage expectations.• Responsible for user-acceptance testing.• Manage project to migrate custom files and reports to new back office system.• Coordinate new client on-boarding tasks.



Northern Trust

• United States
• Financial Services
• 700 & Above Employee

• Business Analyst

  • Jun 2006 - Feb 2007

  • Analyzed proposals submitted by vendors for market data requirements. • Designed the implementation of multiple market data applications for investment professionals. • Primary liaison between vendor and business unit for support needs and subscription management. • Analyzed proposals submitted by vendors for market data requirements. • Designed the implementation of multiple market data applications for investment professionals. • Primary liaison between vendor and business unit for support needs and subscription management.



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Business Analyst

  • Oct 1999 - May 2006

  • Support electronic workflow management, document-imaging system, as well as mutual fund financial and account processing system for a customer contact center. • Member of a team that oversees the back-office operations and transfer agent systems. The system has approximately 300 funds and 3 million shareholder accounts. • Create and run ad-hoc reports. • Act as liaison between the Customer Contact Center, Information Technology and Transfer Agency. • Create Requirement Documents for mutual fund mergers, liquidations, and additions. Coordinate these events with the back office to ensure the events are successfully executed. Involved in over six new fund launches, four liquidations, and three merger events. • Test new software releases and system patches. Assist in the deployment to 300 workstations. • Coordinated the implementation of an automatic trade interface between an institutional customer and the back office. • Active in requirements gathering, training, testing and implementation phases of the project lifecycle. • Developed and maintained a Microsoft Access Database to track productivity statistics of contact center employees. • Exposure to all areas of the mutual fund business. Show less



Kemper Funds

• Customer Service Representative

  • 1998 - 1999

  • Assisted brokers and shareholders with inquires about products and services offered by Kemper Funds. • Delivered exceptional customer service. • Assisted brokers and shareholders with inquires about products and services offered by Kemper Funds. • Delivered exceptional customer service.