Wilson M. Pena, NPDP, PMI - ACP, PMP, CUA
Managing Director, Securities-Based Lending Product Manager at Total Bank Solutions, LLC- Claim this Profile
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Bio
Ben Loh
Wilson is a detailed-oriented professional who's capable of wearing multiple hats. He was highly successful in multiple roles including Implementations Manager, Business Tester, and Business Analyst. Wilson is quickly able to pick up difficult technical concepts and explain them to either a technical or business audience.
Shannon M.
Wilson and I worked together in the same group at Dow Jones for nearly five years. He has very strong project management skills and also a sharp understanding of both technology and business issues. Wilson is detail-oriented, methodical and highly professional. He did a great job at DJ and it was a pleasure working with him.
Ben Loh
Wilson is a detailed-oriented professional who's capable of wearing multiple hats. He was highly successful in multiple roles including Implementations Manager, Business Tester, and Business Analyst. Wilson is quickly able to pick up difficult technical concepts and explain them to either a technical or business audience.
Shannon M.
Wilson and I worked together in the same group at Dow Jones for nearly five years. He has very strong project management skills and also a sharp understanding of both technology and business issues. Wilson is detail-oriented, methodical and highly professional. He did a great job at DJ and it was a pleasure working with him.
Ben Loh
Wilson is a detailed-oriented professional who's capable of wearing multiple hats. He was highly successful in multiple roles including Implementations Manager, Business Tester, and Business Analyst. Wilson is quickly able to pick up difficult technical concepts and explain them to either a technical or business audience.
Shannon M.
Wilson and I worked together in the same group at Dow Jones for nearly five years. He has very strong project management skills and also a sharp understanding of both technology and business issues. Wilson is detail-oriented, methodical and highly professional. He did a great job at DJ and it was a pleasure working with him.
Ben Loh
Wilson is a detailed-oriented professional who's capable of wearing multiple hats. He was highly successful in multiple roles including Implementations Manager, Business Tester, and Business Analyst. Wilson is quickly able to pick up difficult technical concepts and explain them to either a technical or business audience.
Shannon M.
Wilson and I worked together in the same group at Dow Jones for nearly five years. He has very strong project management skills and also a sharp understanding of both technology and business issues. Wilson is detail-oriented, methodical and highly professional. He did a great job at DJ and it was a pleasure working with him.
Credentials
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New Product Development Professional (NPDP)
PDMA - Product Development and Management AssociationJan, 2022- Nov, 2024
Experience
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Total Bank Solutions
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United States
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Financial Services
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1 - 100 Employee
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Managing Director, Securities-Based Lending Product Manager
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Apr 2019 - Present
Responsible for over all Loan Management System, working with the Technology Group as it relates to client solutions and the analysis required to translate customer needs.• Delivered end-to-end functional SBL platform product culminating in progressive signed clients' uptake• Contributed product expertise in formulating sales proposals and contract agreements• Tracked platform integrated third party vendors’ costs and agreements renewals • Produced competitors’ analysis assessing strengths, weaknesses, opportunities, and threats (SWOT)• Guided Agile Development Team on product roadmap features development prioritization Show less
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Director, Securities-Based Lending Platform Implementations
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Aug 2017 - Apr 2019
Engaged with clients to execute platform implementations, defining configurations and integrations requirements, delivering interfaces specifications and guidelines, facilitating product agile development, testing, training, and rollout.• Managed institutional clients’ Securities-Based Lending (SBL) Platform implementations execution• Conducted clients’ configurations and customizations implementation requirements discovery• Executed and managed Core Platform best-of-breed vendor partners’ features deliverables integration• Coached organization on Agile Frameworks best practices to focus on value increments driven execution• Developed implementation plans, testing and reporting processes, system functional training and user guide Show less
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Albridge Solutions | Pershing LLC, a BNY Mellon Company
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Pennington, NJ
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Consultant: Business Analyst | Implementations Manager | End-To-End Business Testing Manager
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Jul 2013 - Apr 2017
Evaluated clients’ business problems and proposed best viable solutions, specifying requirements for process workflow within standard or customized product set, liaising with internal and external business community and IT organization to deliver optimal technical solutions. • Executed regulatory related data aggregation, account opening and mutual funds transfer workflow project • Managed entitlements development for clients’ custom document management workflow implementations • Implemented clients’ forms configurations for predefined document management workflow functions • Trained clients on customized account opening and document processing workflow functionality • Coordinated Functional Test Teams’ test scripts development and execution for clients’ implementations • Directed end-to-end business functional testing culminating in major brokerage clients’ platform conversions Show less
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Dow Jones & Company, Princeton, NJ
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Princeton, NJ
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Delivery Solutions Manager, Product Development Manager
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Oct 2008 - Jul 2013
Evangelized delivery solutions program roadmap reporting, brainstorming, and planning with stakeholders, executing products feasibility validations through demos, feedback gathering and analysis, leading products Agile development specifying user stories mapping, testing, and conducting products rollout training with marketing and sales. • Product owner for visualization widgets and REST API integration solutions for wealth and institutional initiatives • Collaborated with sales organization on assessment of suitable delivery product solution proposals • Interfaced with clients on implementations of content integration solutions • Managed development and launch of wealth management actionable content destination websites and apps • Implemented editorial tool enabling metadata coding to emphasize stories’ company significance/about-ness Show less
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myFi Citigroup Smith Barney
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New York, NY
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Vice President, Program Management
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Jan 2008 - Oct 2008
Managed emerging affluent segment online community platform beta program implementation. Managed emerging affluent segment online community platform beta program implementation.
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VP/Senior Manager – Technology Product Management, Content Management
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May 2000 - Dec 2007
• Integrated forms aggregator software in RIA platform account opening workflow wizard • Implemented customer efficiency features for real time balances, and password reset self-service tools • Performed websites’ usability assessment, tasks analysis, and information architecture development • Developed RIA and marketing website’s HTML and JavaScript product announcements web pages • Conducted quality assurance testing and managed websites’ production deployments • Led RIA website redesign providing business expertise, interaction design, and functional analysis • Managed Ameritrade / TD Waterhouse Institutional websites’ merger content re-branding • Coordinated websites and intranet content marketing, legal, and compliance approvals • Program managed successful enterprise-wide imaging and workflow system implementation project • Executed SDLC plan development, vendor management, scope and cost management • Relationship managed TD Waterhouse Australia, Hong Kong, India, and Japan international affiliates • Delivered on multiple initiatives - online and wireless trading and brokerage back-office systems projects Show less
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Tiger Systems Inc. / SunGard Data Systems
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New York, NY
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Product Manager / Electronic Banking Systems Implementation Specialist
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Dec 1996 - May 2000
• Demoed product suite throughout United States, Central America, Caribbean, and Saudi Arabia • Implemented electronic banking systems for trade services, funds transfer, and cash management • Trained users on technical and functional system flow, and databases management • Documented specifications of enhancements and fixes, interfacing with customers and programmers • Demoed product suite throughout United States, Central America, Caribbean, and Saudi Arabia • Implemented electronic banking systems for trade services, funds transfer, and cash management • Trained users on technical and functional system flow, and databases management • Documented specifications of enhancements and fixes, interfacing with customers and programmers
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Education
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1986 - 1990
New York University
BA, International Studies / Economics -
2022 -
Product Development and Management Association, PDMA
NPDP, New Product Development Professional -
Project Management Institute, PMI
PMI - ACP, Agile Certified Practioner -
Human Factors International, HFI
CUA - Certified Usability Analyst -
New Jersey Institute of Technology
Web Master Certificate -
CompTIA
IT Project + Certified Professional -
Project Management Institute, PMI
PMP - Project Management Professional
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