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Work Background
AlloyEnterprise Implementation Management
Mar. 2024New York, NY, United StatesAlloy is an end-to-end identity risk management platform for companies that offer financial products.
Digital AssetDelivery Management Regional Lead, Americas
Jun. 2023 - Dec. 2023New York, NY, United StatesDigital Asset is a blockchain software provider for the world’s largest financial institutions, market infrastructure, and tech providers. – Led the solution delivery management practice responsible for managing project P&L, developing estimates, reporting project health, and creating resource plans for all customers in the Americas region.
– Orchestrated project managers, functional leads, and implementation partners to initiate, plan, execute, control, and close projects within agreed upon budgets, scope, and schedules.
– Partnered with Sales, Customer Success, and Engineering teams to drive adoption and successfully deliver on closed opportunities for all customers in the Americas regional pipeline.
RidgelineManager, Professional Services
Jul. 2021 - Feb. 2023New York, NY, United StatesRidgeline® is a cloud platform for investment management. It was founded in 2017 by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges of an industry in need of new thinking. – Managed a distributed team of implementation consultants based in North America.
– Developed a scope-based implementation pricing model for all prospect profiles and services offerings.
– Managed the product design and PoC phases of a new solution to store and visualize historical data. – Managed project resource plans, created SoW’s, and developed project estimates.
– Provided thought leadership during the sales process to validate scope and identify critical use cases.
IHS MarkitAssociate Director, Implementation Consulting
Nov. 2013 - Jun. 2021New York, NY, United StatesIHS Markit (now a part of S&P Global) is a world leader in critical information, analytics and expertise to forge solutions for the major industries and markets that drive economies worldwide. – Provided thought leadership across the Enterprise Data Management (EDM) customer base by establishing best practices and creating execution plans to support customers’ data governance and strategy vision.
– Managed a portfolio of Enterprise Data Management customers focusing on active implementations, selling new services, and maximizing customer ROI.
– Created implementation proposals, statements of work, and project estimates for new customers.
– Led the implementation of a centralized reconciliation solution for a large global insurance company that became a leading customer reference for the EDM product.
– Led the implementation of a data management solution for a large Canadian energy company which became the first live customer in a new market vertical for the EDM product.
SS&C AdventImplementation Consultant
Apr. 2010 - Oct. 2013New York, NY, United States– Led hundreds of project-managed, on-site implementations from inception to go-live of Advent’s portfolio management, reporting, CRM, trade order management, and compliance suite of products.
– Conducted installations and upgrades, developed third-party integration, performed workflow analyses, and delivered training on the Advent Investment Management Group product suite.
– Acted as a senior consulting resource focused on project scoping and implementation architecture.
– Collaborated with Sales and Account Management teams to validate scope for prospects.
SS&C AdventSenior Support Specialist
Oct. 2007 - Apr. 2010San Francisco, CA, United StatesSS&C Advent delivers technology solutions and services to financial services clients in the asset management, wealth management, and alternative investment space around the globe. – Served as a senior technical and product resource for portfolio management, trade order management, and compliance support teams.
– Created a new delivery model for product upgrades and implemented it to over sixty (60) customers through a two-month period.
– Published product issue resolution and best practices articles for internal and customer stakeholders.
– Successfully completed over 20 internal certifications across multiple product lines.
CitiGlobal Transaction Services
Apr. 2006 - Jun. 2006Makati, National Capital Region, PhilippinesGlobal Transaction Services, a division of Citi’s Institutional Clients Group, offers integrated cash management, trade, and securities and fund services to multinational corporations, financial institutions and public sector organizations around the world. Developed and presented a multi-channel marketing plan for a global electronic remittance platform as part of a selective internship program.
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