Manager - Quality Assurance & Engagement Management
Mar 2017 - Aug 2017
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Bill Finan Email & Phone Number
Relaxing & Reflecting
1 work email found
@monticellocg.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Role
Relaxing & Reflecting
Location
Westport, Connecticut, United States
Who is Bill Finan? Overview
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Quick answer
Bill Finan is listed as Relaxing & Reflecting based in Westport, Connecticut, United States. AeroLeads shows a work email signal at monticellocg.com and a matched LinkedIn profile for Bill Finan.
Bill Finan previously worked as Manager - Quality Assurance & Engagement Management at Monticello Consulting Group and Partner at Salem Global Partners. Bill Finan holds Bachelor Of Business Administration (B.B.A.), Management Information Systems And Services from Pace University-Pleasantville/Briarcliff Campus.
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Email format at monticellocg.com
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{first}.{last}@monticellocg.com
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Profile bio
About Bill Finan
As a senior technologist, I offer 20+ years of corporate and consulting experience in the financial services industry. I excel at defining and executing on the direction of transformation for ongoing improvement and measurable results. I am the Manager of Quality Assurance and Engagement Management at Monticello Consulting Group where I leverage my diverse background, strategic approach and technology leadership to ensure the successful delivery of high quality, value added solutions to our clients. Over the course of my career, I have headed global teams of up to 350 employees in day-to-day IT operations and services along with business-critical technology initiatives ranging from large-scale system integrations to global infrastructure services delivery. As a trusted advisor and decision-maker, I deliver valuable solutions and strategies that align IT with changing demands and customer needs while continuously focusing on cost savings, financial transparency, operational efficiency, and risk control. An overview of my qualifications and contributions includes:► Consulting with Accenture delivering on engagements for such clients as Salomon Brothers. ► Oversight, strategy, and execution for technology initiatives/budgets of up to $250M. ► Delivery of multimillion-dollar cost savings via ongoing improvement and consolidation. ► Building internal consulting systems integration practice that improved quality for global efforts. KEY AREAS OF STRENGTH:- Financial Services, Securities Operations, Prime Brokerage,- Infrastructure Services, Technology Architecture, Application Development & Support- Budget Management, Cost Management, Program Management, Relationship Management- Business Process Transformation, Ecommerce Strategy/Development, Systems Integration- M&A Support, Process Improvement, Global Team Management, Service Optimization
Listed skills include Integration, Management, Capital Markets, Prime Brokerage, and 46 others.
8 roles · 43 years
Bill Finan work experience
A career timeline built from the work history available for this profile.
Partner
Salem Global Partners
Technology Advisory, Project Based Consulting, and Cloud enabled solutions servicing Big Data, Regulatory and Compliance.
Sep 2015 - Mar 2017
Managing Director - Us Capital Markets Technology Infrastructure
Provided leadership for 100+ FTEs, $79M budget, and technology infrastructure supporting trading businesses and application development platforms. KEY HIGHLIGHTS:► Improved operating ratios 10% by driving program management and Agile approach. ► Reworked disaster recovery processes and capability to coincide with business growth.► Decreased severity 1 outages 35% by stabilizing change control processes. ► Created separation program to align key trading businesses with Volker/Dodd/Frank regulations
Oct 2012 - Apr 2014
Managing Director - Cto Prime Broker & Financing Technology, Capital Markets Transition Executive
Progressed through IT leadership roles in Infrastructure Delivery Services (2010), Transition Delivery (2008-2010), and CTO Prime Broker & Financing Technology (2007-2008).KEY HIGHLIGHTS:► Headed global teams of 60-350 employees and budgets of up to $90M.► Managed delivery of infrastructure services and cut infrastructure expense 15% via transparency.► Drove post-acquisition transition of global markets systems for Bank of America and Merrill Lynch.► Lifted overall service levels 40% via application development and technology improvements. ► Deployed client servicing platform that improved client on-boarding with zero staff increase.
Apr 2007 - Apr 2011
Managing Director - Corporate & Investment Banking (Cib) - Application Development/Support
Held IT leadership roles for Securities Operations Technology (2005-2007), Securities Services Technology (2002-2005), and Retail Ecommerce (1999-2002).KEY HIGHLIGHTS:► Led teams of 120-300+ employees and held accountability for budgets of $15M-$50M+.► Managed application portfolio supporting global transaction services in EMEA and NA regions.► Increased systems availability 20% and doubled securities transaction processing capacity.► Cut $12M in costs and decommissioned 200+ applications by leveraging back-office for support.► Eliminated $4M in redundant spending with global deployment of new vendor processors. ► Role in divestiture of investment management business, including converting 1 million accounts. ► In-sourced and improved functionality of web property, saving $7M in costs per year.
1999 - 2007
~8 yrs
Director/Senior Systems Manager/Technical Architect
Co-managed 350-person technology operation, including mainframe data processing and technical services, network/voice services, distributed systems support, system integration, and security. KEY HIGHLIGHTS:► Led $250M initiative to transform New York / London application/trading floor infrastructure supporting 10,000 seats of distributed trading technology.
1992 - 1999
~7 yrs
Advanced Systems Group - Senior Manager, Manager & Senior Associate
Delivered on engagements in diverse areas, including distributed technical architecture, database infrastructure, and performance tuning.KEY ENGAGEMENTS:► Drove engagement for delivery of distributed technical architecture for major AT&T division.► Contributed to delivering batch/online architectures and operating environment for Nynex. ► Deployed first distributed systems for Salomon Brothers
1987 - 1992
~5 yrs
Member Of Technical Development Staff
Kraft Foods Group
Senior Technical Analyst and Programmer - Manufacturing Cost Management Systems - General Foods
1984 - 1987
~3 yrs
2 education records
Bill Finan education
Bachelor Of Business Administration (B.B.A.), Management Information Systems And Services
English High School (O'Levels Gce)
Oakland'S Comprehensive Rc
FAQ
Frequently asked questions about Bill Finan
Quick answers generated from the profile data available on this page.
What is Bill Finan's role at their current company?
Bill Finan is listed as Relaxing & Reflecting.
What is Bill Finan's email address?
AeroLeads has found 1 work email signal at @monticellocg.com for Bill Finan.
Where is Bill Finan based?
Bill Finan is based in Westport, Connecticut, United States.
What companies has Bill Finan worked for?
Bill Finan has worked for Monticello Consulting Group, Salem Global Partners, Rbc, Merrill Lynch, and Citigroup.
How can I contact Bill Finan?
You can use AeroLeads to view verified contact signals for Bill Finan, including work email, phone, and LinkedIn data when available.
What schools did Bill Finan attend?
Bill Finan holds Bachelor Of Business Administration (B.B.A.), Management Information Systems And Services from Pace University-Pleasantville/Briarcliff Campus.
What skills is Bill Finan known for?
Bill Finan is listed with skills including Integration, Management, Capital Markets, Prime Brokerage, Business Analysis, Vendor Management, Mergers And Acquisitions, and It Strategy.
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