Beth Cavanagh, Pmp Email & Phone Number

Provides management oversight and guidance to a team of 30+ full-time and external consulting professionals implementing institutional investment managers onto the middle office outsourcing platform. Selected Achievements:* Established and enhanced project management framework to guide internal and external teams and clients to align on project objectives and execution plan. This enabled ability to realize firm and business unit revenue goals.* Provided roadmap to team to enhance their careers through project management and business analyst certifications leading to more disciplined approach to project execution, resulting in increased project success. Presenting an experience, certified team during the sales process led to increased wins.

Provided leadership and program management expertise to establish a roadmap of projects addressing people, process, and technology gaps.Selected Achievements:* Managed a strategic transformation program across the globe to address aging technology, manual processes, and compliance mandates, which resulted in an upgrade of the trade desk trading application and the establishment of an operational support team. * Leveraged the executive business plan, managed the implementation of a new currency management partnership and application by obtaining executive and legal approvals, conducted extensive vendor due diligence, oversaw development across both firms and tracked transition of clients to new state-of-the art solution.

Served as member of the Executive Management Team. Provided advisory services to investment management firms and service providers to the investment management community; including strategic assessment and design, PMO assessment/design/development, business process improvement, evaluation and selection, outsourcing, systems implementation.Selected Achievements:* Guided 12+ consulting professionals to set the standard for successful middle-office outsourcing implementations and client reporting system evaluation and implementation for a leading global outsourcing service provider. Through my leadership, the team successfully completed more than fifteen complex client implementations. This client was a high revenue-producing firm for Citisoft.* Served as subject matter expert on project management disciple for the firm. Provided educational direction on best practices and path to certification.