Bill Coyle Email & Phone Number

Hoboken, Nj, Us

New York, Ny, Us

• Provide governance and management of the Office of Legal Obligations (OLO) program, including ongoing development of the Enterprise Library Application (ELA) for:• Connecting law and rule content to specific business units with the Firm's Lines of Business (LOBs)/Corporate Functions (CFs) hierarchy that performs the work.• Link to where LOBs/CFs rely on other areas within the Firm to perform work on their behalf to ensure that the performer has acknowledged this responsibility• Assess whether the policies and procedures meet the requirements of the relevant laws and rules• Identifying situations where we are not meeting legal requirements ("control breaks") or written procedure documents that need to be created or enhanced• Provide the LOBs/CFs relevant information about laws and rules to consider as they design controls and assess their operating risk• Make use of AI and develop machine learning models to expedite Legal Entity tagging, Corporate Function nomination and thereby reducing overall SLAs to mitigate risk and exposure

New York, Ny, Us

• Establish a unified, global document creation, retention, storage and retrieval strategy through the implementation of Autonomy (HP) across all of legal to mitigate operational risk, remove redundancy of effort and reduce cost. • Manage and improve the legal holds process from initiation or communication from legal counsel to suspend the normal disposition or processing of records, such as backup tape recycling, archived media and other storage and management of documents and information. • Develop a strategy to mine internal MIS data and augment with third party data sources to provide legal counsel the ability to search and retrieve information to assist them with legal matters. • Aid legal in managing their case load and all corresponding activity by providing a knowledge management framework for legal staff to search and retrieve documents and information relevant to legal activity. • Implement a strategic system and process to manage the Firm's Intellectual Property portfolio,; an "ever-green" inventory of patents. trademarks and copyrights where asset relationships are mapped and attested to on a periodic basis. • Define the execution strategy, budgets and delivery schedules for the Legal Holds and Document Management team fostering innovation and driving execution to deliver on business priorities and commitments.

New York, Ny, Us

• Led the implementation of the Program Portfolio Management Tool (PPM) replacing three existing applications which encompass the budgetary process for IB Tech through planning, governance, forecasting and actual as well as articulated and defined the supporting business processes.• Integrated the entire Corporate Investment Bank (CIB), the merger of the IB and Treasury Security Services (TSS), into a single portfolio management platform by influencing and negotiating with senior stakeholders in the business and IT, consolidating disparate systems and business processes into one single PPM process, application and infrastructure. • Managed internal and external vendor relationships to support the newly integrated PPM solution.• Established System Development Lifecycle policies and standards for the investment bank, provide resource material for use by the project management community and work with audit to ensure compliance with guidelines.• Led the priority and efforts of a team of India-based developers to deliver solutions that exceed user expectations and meet firm standards.

New York, Ny, Us

• Led the Barclays Capital integration of Lehman Brothers portfolio of assets, including resource personnel, processes and applications as part of the initiative to build a new global brand for Legal and Compliance.• Managed the Transactions Screening Compliance project by engaging multiple payment source systems throughout Equities, Fixed Income, Prime Brokerage, etc. to meet Federal requirements while balancing the disparate policies of Barclays Group, Capital and Wealth.• Oversaw the development efforts of multiple internal/external constituents, including Bloomberg to remediate gaps within the Fixed Income Global Surveillance processes, as outlined by the FSA, to avoid pecuniary and reputational damage to the firm.• Led the development of several web-based applications and business processes, shared across the front-office business units and external law firms, to codify and manage liquidity, credit, operational and legal risk embedded in legal documentation for a mix of front-to-back clients.• Managed a globally diverse team of resources, based out of Singapore, London and New York to deliver solutions that exceeded user expectations and met firm standards.

New York, Ny, Us

Us

• Managed a large portfolio of regulatory, legal and compliance products/services for various user groups including Compliance (Anti-Money Laundering), Equities, Fixed Income, Prime Brokerage, Investment Banking, Sales/Trading, Regulatory Law and Corporate/IT Security.• Set strategic direction with senior business managers to determine cross-program governance, identify problems or areas of risk, design specific solutions and manage future growth based upon varying needs and budgets across numerous geographies.• Established and marketed a product suite called Matter Management, a framework to capture “matters” for tracking, from inception to resolution, incorporating a mix and match set of features to support data capture, remediation, workflow, reporting and entitlements.• Managed a global team of resources, based out of India and New York, to ensure that the end-product meets functional specifications to the expected level of quality.• Created the Standards and Governance Evaluation framework a data quality tool designed to defined policies and controls to manage and minimize risk throughout the organization due to data inconsistencies.• Developed the Supervisory Review Tracking System - a central repository of regulatory reports for CAPM which provides workflow, tracking and ongoing monitoring to the firms internal compliance organization, as well as external regulators, of the trade/sales desk managers resolution of their regulatory responsibilities.

Zurich, Ch

Business Analyst October 2001 – June 2005• Responsible for “The Advisor”, a financial planning tool based upon the consultative process to project a risk profile, an optimal asset allocation, investment recommendations and performance measurement.• Liaised with various businesses, trust, legal and IT units to create business requirements, workflow, design specification, prototype and other activities associated with the application development process.• Responsible for, but not limited to, the design of formulaic calculations within the application, all client-facing content and all business/technical training (documentation, online tutorial, etc.).• Created a balanced scorecard of business metrics and service level agreements to monitor application performance, report to senior management and support marketing initiatives.ICS - PRIME Institutional Consulting, Divisional Vice President October 1999 – October 2001• Provided client service and support 34 institutional consultants responsible for $60 billion of corporate, endowment, foundation and public fund monies.• Development of investment policy statements, asset allocation studies, money manager searches, portfolio trend analyses, attribution analysis, investment research and analytical support for PRIME clients.• Analyzed large sets of data for broad market commentary publication of monthly and quarterly commentary/statistical analysis on developed and emerging markets.ICS Manager Research, Senior Investment Analyst April 1998 - October 1999• Conducted on-site investment advisor evaluations assessing the effectiveness of the investment process, the efficacy of performance results, the quality of operations, client service and trading.• Produced quarterly attribution, style, and risk/return analyses on various money management firms for fee-based and trust advisory programs.

• Supported the Firms Chief Investment Strategist in the creation of the market commentary.• Created, developed, and marketed the Portfolio Evaluation Services product of model and customizable portfolios based on current market strategy, in-house and outsourced data for client presentation. • Measured and benchmarked the performance of the in-house research staff.

• Produced quarterly attribution, style, and risk/return analyses on various money management firms for fee-based and trust advisory programs.• Assisted in the research for publication of topics on statistical measurement and market conditions.• Designed and maintained a database consisting of over 150 domestic and international indices.

Masters, Information Systems

Bachelors, Finance