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Work Background
F2 StrategyConsultant
Jun. 2023United States
Oakbrook SolutionsConsultant
Feb. 2022
Innovest SystemsSr. Business Analyst
Apr. 2018 - Jan. 2022Greater New York City AreaProject Management Change Agent supporting Institutional Retirement Trust in the conversion of 8,000 plan accounts to a new Employee Benefit reporting application. Includes meeting facilitation, communication across the program, test strategy and planning, and budget management. Ensuring the project controls are in place to maintain scope and schedule.
ConsultNetConsultant
Jul. 2014 - Mar. 2016Project Management, Business Analysis, Budget Management and Meeting facilitation for Credit Risk projects
Bank of AmericaVice President
Mar. 2012 - May. 2014Provide project management and business analysis expertise in the support of Global Banking and Markets for stakeholders across Europe, Asia, Latin America and the United States in the development of a risk and control assessment application that adheres to enterprise and industry policies for the management of operational risk in accordance with Basel regulations. This includes PMO, requirements solicitation, release management, test strategy and planning for quality assurance and user acceptance testing, as well as training and communication.
PMI NYC ChapterVolunteer
Jan. 2010 - Dec. 2015Coordinate event planning and registration for special events
PMI NYC ChapterVolunteer
Jan. 2010 - Dec. 2015
Oakbrook SolutionsSr. Consultant
Jun. 2005 - Mar. 2012New York, New YorkStrengthen the Asset Management Finance reporting infrastructure with the development of a scalable platform to sustain timely weekly activity reporting for the Investment Management business for total flows of $583 million as well as the creation of one reporting source for the Private Bank monthly revenue and balance reporting impacting $88 million in total product revenue and $103 million in total client positions.
Act as a Project Lead in the Front Office workstream supporting a 3 year initiative for the Global Investments, Fiduciary and Custody businesses for the SEI to Omni Trust Accounting conversion of 53,000 accounts with $52.9 billion in market value, 1.3 million client positions and 3.5 million tax lots across 109 offices in 19 states.
Support the Asset Management Trust Accounting conversion of legacy accounts onto the client proprietary accounting platform for 17,000 Accounts with $61 billion market value across 344,000 client positions with 640,000 tax lots impacting over 40 downstream applications.
Document and review business requirements, functional specifications, test strategy/plan and operating procedures to ensure the delivery of a quality product as well as fortify the change management approach.
Facilitate functional working group sessions utilizing targeted meeting agendas thereby setting expectations around project deliverables and deadlines.
Communicate project progress, risks and recommended solutions to senior management and business stakeholders; disclose sensitive issues in a discreet manner where necessary.
Perform recommended data scrubs as needed to update legacy accounting platform to determine how data needs to change in order to properly translate and / or map to the OMNI accounting platform; troubleshoot data integrity issues as they arise.
JPMorgan ChaseConsultant
Jan. 2005 - Dec. 2012
Mellon HR SolutionPension Administrator Consultant
Aug. 2003 - May. 20052005 Researched and resolved open client issues, reconciled and analyzed trustee/recordkeeping data for Defined Contribution and Defined Benefit plans and processed pension and retirement package calculations for active and term vested employees.
State Street Corporation / Deutsche BankTrust Administration Officer / Associate
Jan. 2001 - Jan. 2003Total assets under management exceed $20 billion; Provided administration and financial reporting for several corporate clients with domestic and global portfolios.
Nurtured internal and external client communication thereby safeguarding operational proficiency and client retention including new sales generation, fee negotiations, trust reviews and relationship restructuring; expanded internal control standards while continuously monitoring and streamlining procedures to reduce risk; cultivated institutional client relationships and managed investment operations for $10 billion in daily cash management * including transaction processing and financial reporting; and compiled monthly production statistics reports for senior management. Related Administrative Accomplishments:
Supported the design, testing and implementation of business tools to establish more efficient business processes for a web based fax routing system and a new bank accounting platform; additionally developed and delivered training modules for over 50 administrators to enhance their product and technical knowledge.
Citibank, NASenior Trust Officer
Jan. 2000 - Jan. 2001Acted as a liaison between all Citibank functional areas and the plan sponsor in order to coordinate administrative, accounting and relationship management services for multiple client relationships inclusive of opening/closing accounts, performed annual portfolio reviews ensuring fees were collected in accordance with fee agreements and assured the various plans were in compliance with IRS, DOL and ERISA regulations.
Deutsche BankAssociate
Jan. 1997 - Jan. 2000Managed all aspects of the plan sponsor relationships within the Middle and Top Tier Markets inclusive of timely production, accuracy and distribution of monthly and yearly customized client statements and reports, the reconciliation of all plan activities and timely resolution of any open reconciliation items, daily processing of transactions such as defined contributions, loan repayments, terminations, withdrawals and fund transfers and preparation of money and / or share movements in a cost efficient manner in order to avoid market exposure.
Oppenheimer Capital L.PTrading / Sales Administrator
Jan. 1994 - Jan. 1997Marketed brokered Certificates of Deposit and Unit Investment Trusts to institutional clients, provided secondary bids on CD*s, redeemed individual securities within unit trust portfolios, and distributed periodic sales reports to senior management.
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