Direct cross-functional teams in driving strategic priorities, ensuring regulatory compliance, optimizing technology projects, and enhancing end-user support through innovative problem-solving and risk management, leveraging Agile practices and collaboration tools.• Collaborated with subject matter experts to drive accountability and influence strategic initiatives, ensured compliance with legal and regulatory requirements.• Spearheaded validation efforts for migrating a record-keeping system from CaMM to ZL, ensured compliance with regulations for email archives and oversaw multiple system upgrades.• Identified and assessed internal risks, developed internal controls, and led initiatives to limit risk exposure and create efficiencies.• Directed concurrent technology projects, ensuring successful implementation and alignment with business priorities.• Transitioned from SharePoint to ServiceNow, managed software deployments, and migrated record archive applications, while effectively collaborating with customers, stakeholders, and teams.

Supervised eDiscovery initiatives exceeding SLAs, collaborating with Microsoft on technology rollouts, establishing efficient team practices, managing application deployments, implementing legal hold processes, representing company in depositions, and automating eDiscovery research.• Spearheaded eDiscovery strategy, ensuring alignment with legal and compliance requirements, and led major technology rollouts to meet risk, compliance, and eDiscovery needs.• Oversaw concurrent technology projects, ensuring SLA compliance, and led a team of seven employees in full life cycle messaging projects, including data collection and database compliance.• Established standardized procedures for eDiscovery collection practices, enhancing efficiency and ensuring court representation if needed.• Identified and mitigated risks during transitions to new technologies, ensuring compliance with regulations and legal holds.

Oversaw corporate investment banking and securities relationships, managing communications, business updates, reporting, data analysis, metrics, and weekly meetings.• Translated business requirements into technical solutions to address financial regulatory requirements, ensuring quality assurance and product testing.• Implemented expertise in monitoring electronic messaging compliance and staying updated on discovery requirements. • Streamlined customer service processes, reduced corporate costs, and increased customer satisfaction through CMMI process improvements.

Responsible for oversight of daily migration communications and technical support throughout an enterprise-wide Lotus Notes 6 upgrade: documenting requirements, data analysis, and reporting to affected groups.• Leveraged extensive issue tracking and root cause analysis capabilities to coordinate documentation among Messaging teams in Engineering, Email Compliance and Customer Support.• Created useful data analysis processes and tools using Lotus Notes, Access and Excel to track migration data and email compliance, developed automated processes using Lotus Script to identify accounts needing attention, designed websites for projects and mergers.

Systems Technical TrainerDeveloped training and support manuals for customized classes. Lead consultant for client customized application rollouts, databases and web designResource and Support Services ManagerManaged, developed and documented company-wide polices and procedures for human resource, sales and training departments. Manage customer service and sales assistant teams. Generated weekly, monthly and yearly revenue reports and education metrics. Managed vendor relationship for all news and training brochures.