Lead Functional Architect and Senior Product Owner for ML Portfolio Management systemsKey Deliverables:- Integration with Book & Records and creation of Portfolio Management accounting system- Cash management, TD, SD, Reg T rules, order alignment, vs settled cash capabilities- Support of multiple managers/sub-accounting within a single client account- Alignment of transaction to sleeves – including corrections and corporate actions- Voluntary Elections processing- Managed Account security master - External / FA Requests and work-flow processing within Portfolio Management system- Alignment of sleeve accounting system vs performance system- Integration of externally held accounts into Portfolio Management system- Migration of Private Bank accounts to Portfolio Management systems- Inclusion of new product types and trading capabilities - External Money Manager and Internally Managed model capabilities

Manager of technology teams responsible for: • ML's new Performance & Reporting platform• Asset Allocation and Risk Analysis• Wealth Management and Planning Tools

Key Deliverables: - Client Review Center - Wealth Outlook (integrated suite of planning analytics with Monte Carlo forecasting) - Retirement Income Services planning application - Converged Asset Allocation and risk profiling - Numerous utilities: Custom Account grouping, External Assets, Custom blended Indices - Performance reporting platform - Order Management business lead which resulted in the launch of online options trading and new GPC FA order entry system (PCOE)