VP - Project Manager at Redwood Trust

Enterprise Target Operating Model - US Financial Services FirmDeveloped an investments current state capability assessment across retail brokerage, transfer agency, and wealth management businessesDesigned an investments target operating model and led the creation of a 5 year strategic roadmap which details tactical and strategic initiatives to enable the client to reach the target future state.Reference Data Management/Client Reporting - Global Custodian & Asset Mgr Created functional deliverables (e.g., gap analysis, data flows) for the evaluation of the existing reference data and client reporting capabilities. Led an initiative to evaluate and plan a client reporting Proof of Concept within the Investment Management group.Global Fixed Income Investment Manager - Fixed Income Asset Manager QA Manager for the implementation of a Mortgage Backed Security Loan Level Database.Defined the testing strategy & approach, developed all test data & scripts, and managed a team of analysts and developers through the QA & UAT phases. Restricted Stock Workflow Implementation - Leading US Brokerage FirmManaged the project plan, resources, and project financials during the design and build phases of a custom-restricted stock workflow applicationLed business requirements analysis, creation of functional specifications, and development of functional use cases.Testing Center of Excellence (TCOE) Lead - US P&C Insurance FirmCreated and managed a team of 15 individuals, both onshore and offshore, during the implementation of SAP FSCD for enterprise billing across the client's various businesses. Responsible for all testing deliverables and project management, metrics reporting, resourcing, and financials.

Managed all facets of several full cycles of cross-functional and multi-departmental projects, leading from Business Case to production roll-out.Worked directly with Developers, IT Management, QA Testing staff, Help Desk staff, Legal & Compliance (SOX), Business Continuity (Disaster Recovery), and Senior Management. Served as Project Manager and Business Analyst to successfully implement 2 major application rewrites over a 3 year period for a proprietary cashflow application which has over 700 global users and is responsible for the movement of over $75billion annually in over 400,000 yearly transactions.Led and facilitated multiple activities and resources within a team of ~15 departmental managers.Formed and managed Working Groups which oversaw detailed application initiatives and application functional enhancements.Directed a Senior Management Steering Committee which was responsible for determining focused strategies and project plans for a large, firmwide initiative.Developed comprehensive training materials and effectively administered training to approximately 700 individuals, both domestically and internationally, over a 3 year period.Developed over 30 functional specifications of various scales and coordinated the testing, training, release notes, and production deployment of each.

Served as functional lead on a project team of internal managers and external consultants to establish AllianceBernstein's European Broker-Dealer business in under 6 months, a business which currently generates over $120million per year in client revenue and is operating on an over 95% settlement rate on client trades. Managed a team of 10 middle and back office operations staff in the London Broker-Dealer office, providing client support and implementing reconciliation strategies for trading, operations, legal & compliance departments.