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Work Background
JPMorgan ChaseVice-President, Third-Party Oversight
Oct. 2013 - Mar. 2020New York, New York, United StatesLed transformational initiatives across Risk & Design, Supplier Oversight Services, and Program Governance groups during a period of significant regulatory change. Key Achievements:
* Coordinated Brexit transition program with Sourcing, Legal and TPO affecting 650+ contracts and 200+ headcount moves across 26 workstreams and multiple legal entities
* Collaborated with EMEA team to implement European Banking Authority 2019 Guidelines under tight regulatory deadlines
* Delivered Matter Requiring Attention (MRA) resolution project, coordinating across all business lines, closing gaps, working with Audit, and resulting in lifted regulatory matter and reduced firm-wide risk
* Contributed to reorganization of global Supplier Oversight Services team, achieving 20% efficiency improvement and 90% increase in stakeholder satisfaction
* Partnered with Business Analysts and Risk Managers to gather requirements for firm-wide TPO application
* Won GSS All Star Awards twice for delivery excellence and 2016 GSS Champion award
* Chaired TPO Stakeholder Forum, serving as primary communication mechanism for stakeholders
CitiVice-President, CIRA - Distribution
Oct. 2009 - Dec. 2012New York, New York, United StatesProvided Operational and Product Management Support for Equity Research and Fixed Income Research workflow and distribution through web sites, email and third-party research providers. Highlights include: * Managed product roadmap and delivery for Equity and Fixed Income Research platforms, coordinating with clients, third-party providers, and IT teams
* Collaborated with Technology in the development of Research’s application in Citi's flagship external website and mobile application (citivelocity.com)
* Implemented new rating system coordinating with senior management, 800+ data feeds, 17 applications, and rating changes for 1,800+ companies globally
* Delivered system migration resulting in 60% performance improvement and 25% headcount reduction
* Built Research's thought leadership product Citi GPS in collaboration with senior management (http://www.citi.com/citigps) * Represented Citi on industry RiXML committee for research data standards
Morgan StanleyVice-President
Mar. 1999 - Nov. 2008New York, New York, United StatesVice President, Technical Manager - Research IT (2003-2008)
Managed research dissemination platforms serving institutional and retail clients across web, email, and third-party channels. Key Achievements:
* Project managed and contributed to implementation of client-facing platform serving 125K+ client accounts, 25K+ Financial Advisors, and 8K+ Institutional Employees
* Led integration project for 20+ applications with search engine and third-party providers (Bloomberg, Thomson-Reuters, etc.)
* Implemented process improvements reducing operating costs by 20% through headcount optimization
* Collaborated on developing award-winning Research Link website using Java, JavaScript, Perl and Sybase SQL
* Won Best IT Team 2004 and co-chaired VP Promotion Committee Associate, Programmer - Research IT (1999-2003)
* Programmer and software developer for Morgan Stanley Equity Research's award-winning institutional and retail client facing website, Research Link
AT&TAT&T (via Youngtech, inc.)
Jul. 1997 - Mar. 1999Middletown, NJ* Software developer working on the design and development of multiple web-based systems using Java, Perl with a Sybase backend
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