Chrissy Rose Email and Phone Number
Philadelphia, PA, US
Chrissy Rose's Location
Greater Philadelphia, United States, United States
Chrissy Rose's Contact Details
Chrissy Rose work email
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Chrissy Rose personal email
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Chrissy Rose phone numbers
About Chrissy Rose
A dynamic, resourceful and detail-oriented Senior Project Manager and Scrum Master combining expertise in technical and diagnostic problem-solving with in-depth knowledge in the financial services sector. Excel at leading complete end-to-end software solutions for large-scale and small-scale initiatives using both waterfall and Agile frameworks. Competencies: SDLC, Agile methodologies, US Tax Lot Accounting, Reconciliation, Corporate Actions, Derivatives, FX Processing, Market Data, Wealth Planning, Asset Allocation, Portfolio Management, Performance Measurement, Client Reporting, Vendor Relationship Management, Servant Leadership, Client Implementations and Data Conversions, CGCalc™, PAM®, and Investedge ®, SEI Wealth Platform.
Chrissy Rose's Current Company Details
Chrissy Rose Work Experience Details
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Senior Business AnalystRockefeller Capital ManagementPhiladelphia, Pa, Us
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Senior Business AnalystRockefeller Capital Management Jun 2024 - PresentNew York, New York, Us -
Sr Business AnalystU.S. Bank Mar 2020 - Jun 2024Minneapolis, Mn, UsAnalyze and Profile data from TRUST 3000® and surrounding systems to support the multi-year/multi-firm Implementation to the SEI Wealth Platform (SWP).• Work with the client and developers to build and test extracts and loader files to support data migration during the implementation and assist downstream applications with mapping SWP data into their systems. o Work with Reconciliation team to map data for implementing Infogix from SWP. o Map assets and trades from InTrader to the SWP Asset and Trade Loaders. o Create logic to track SWP account and client changes to be interface with the legacy inhouse account tracking system (CIS-Hogan).o Map Mutual Fund and Sweep Trade data and design jobs to send trades from SWP to NFS and NSCC intraday.o Map transactions from Stonecastle to SWP via the Free Movement Loaders. -
Scrum MasterBank Of America Merrill Lynch Feb 2019 - Feb 2020Charlotte, Nc, Us• Run Daily Scrum meetings, Conduct Iteration Planning, PI Planning and Grooming Ceremonies• Create User Stories with detailed Acceptance Criteria based on user requirements• Prioritize Backlog Items -
Implementation ManagerSei 2015 - Feb 2019Oaks, Pa, UsSupport all aspects of the life cycle of client implementations (client kickoff, data mapping, configuration, Agile development, data migration and post-live support). Serve as main stakeholder for SAFe PSI (program shippable increment) planning for upcoming releases.• Successfully transitioned a large-scale private banking client with ~$45 billion in assets under management (AUM) from FIS™ to the SEI Wealth Platform (SWP). -
Senior Software Development ManagerSei 2010 - 2015Oaks, Pa, UsDirected daily Scrum meetings, refinement sessions and attended Scrum of Scrum meetings, and was a key player in SAFe PSI meetings.• Led group of development teams to build the Investment Management Suite of tools that services Private Banking clients. Products include On Demand Reporting, On Demand Data Access, Account Group Admin and integration with Investedge® which were crucial in acquiring a large private banking client with ~$81 billion AUM .• Recruited technical team and helped design, build and test the Portfolio Aggregation System (PAS) to handle Shadow Accounts using the Agile framework. Rolled out system and integrated with SWP reducing Operations staff by 25%.
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Software Development ManagerSei 2004 - 2010Oaks, Pa, UsManaged 75-person team (35 on-shore/40 off-shore) to build and enhance the Quartz® Investment Accounting and Settlement system. Coordinated and integrated Quartz® with the different products that comprise SWP. • Configured the first client of SWP. Supported all client and operational data needs for users of SWP by monitoring and applying all market-related changes (e.g. Business Calendars, BIC and MIC code changes, Asset Changes).• Evaluated SunTec Business Solutions’ Fee System to determine the feasibility of integration into SWP.• Integrated CGCalc™ into SWP to support and deliver Tax Year End Reporting to all UK clients.• Managed vendor relationships with TaTa Consultancy, Ellis Financial Systems and Sun Tec Business Solutions.
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ConsultantCsl Solutions 2002 - 2004Created presentations, documented process flows, analyzed and mapped data elements, wrote business specifications for management reporting, designed web based queries developed a data dictionary, and tested reports.• Implemented the SmartStream Cash Reconciliation System and the Optech Workflow System within a Managed Accounts department.• Designed, developed, tested and installed a Bloomberg to PAM® interface written in Visual Basic 6.0.• Teamed with Operations and Investment Accounting departments to determine the feasibility of converting between two portfolio management systems (PORTIA to PAM®).
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Vice PresidentGoldman Sachs 2000 - 2002New York, New York, UsVice President – Private Wealth Management Technology• Led a team of 10 developers, both on and off site, to develop an internal web-based application that streamlines the investment management process for internal portfolio managers. The application was written in JAVA using a SYBASE database on a UNIX platform.• Defined requirements, interacted with users, reviewed system design, performed code reviews and tested the wealth planning, asset allocations. and portfolio management functionality. • Maintained project plans and managed developers through the project life cycle from requirements through the roll out of the application. -
Managing Director Of Us DevelopmentPrinceton Financial Systems 1999 - 2000Princeton, New Jersey, Us• Managed a group of 20 system designers, business analysts and programmers to develop and maintain the PAM™ product for the US client base. • Managed multiple project deadlines, responded to all client issues, kept upper management informed of the project’s status, and enforced the full life cycle of the software development process. -
Managing Director Of Product ManagementPrinceton Financial Systems 1998 - 1999Princeton, New Jersey, Us• Worked with a satellite development team in the UK office to assist them with their software development process. • Reviewed specifications as well as the end product, integrated their products into the main version of PAM*, and assisted in maintaining their own version of PAM* to distribute to the international client base.
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Director Of Funded DevelopmentPrinceton Financial Systems 1996 - 1998Princeton, New Jersey, Us• Managed a development team to deliver enhancements of PAM™ to specific clients as a revenue center. Noteworthy Accomplishment• Worked with a group of programmers and business analysts to develop and deliver a 10-month project in 5 months. This specific project was crucial in acquiring Prudential Securities as a client.• Analyzed enhancement requests, estimated project duration and cost, delivered and maintained the software.
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Manager Of Object TechnologyPrinceton Financial Systems 1995 - 1996Princeton, New Jersey, UsManaged a group of programmers to convert PAM* from DOS to 32-bit using Microsoft C++. Designed, analyzed, and re-architected the business information logic using object-oriented technology.
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ManagerPrinceton Financial Systems 1994 - 1995Princeton, New Jersey, UsManaged the programmers in this group as well as worked with the business analysts in the group to enhance the Portfolio Management and Operations modules of PAM*. Participated in business analysis, system design, system analysis, and writing system specifications for Performance Measurement, Trading, Cash Management, and Pricing.
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Senior Programmer AnalystPrinceton Financial Systems 1990 - 1994Princeton, New Jersey, UsWorked on a team that developed small projects and worked on the programming, debugging, and testing of PAM*. The application was written in Microsoft C using a Btrieve database.Researched and performed trouble-shooting on client problems and led programmer analysts in the development and maintenance of amortization, yield, pricing, and accrued interest calculations, derivative products, security master file issues, tax accounting and regulatory reporting.
Chrissy Rose Skills
Derivatives
Vendor Relationships
Portfolio Management
Asset Allocation
Corporate Actions
Market Data
Integration
Business Analysis
Agile Methodologies
Equities
Software Project Management
Software Development
Management
Data Warehousing
Product Management
Financial Services
Sdlc
Testing
Requirements Analysis
Databases
Bloomberg
Software Development Life Cycle
Vendor Management
Project Management
Requirements Gathering
Consulting
Leadership
Team Leadership
Collaborative Problem Solving
Business Systems Analysis
Application Development
Systems Analysis
Microsoft Project
Oracle Sql Developer
Microsoft Sql Server
Data Migration
Fixed Income
Asset Management
Trading
Sql
Communication
Wealth Management
Mutual Funds
Banking
Product Development
Servant Leadership
Performance Measurement
Securities
Scrum
Chrissy Rose Education Details
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La Salle UniversityFinance -
La Salle UniversityComputer Science
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Nazareth Academy
Frequently Asked Questions about Chrissy Rose
What company does Chrissy Rose work for?
Chrissy Rose works for Rockefeller Capital Management
What is Chrissy Rose's role at the current company?
Chrissy Rose's current role is Senior Business Analyst.
What is Chrissy Rose's email address?
Chrissy Rose's email address is cr****@****eic.com
What is Chrissy Rose's direct phone number?
Chrissy Rose's direct phone number is +148491*****
What schools did Chrissy Rose attend?
Chrissy Rose attended La Salle University, La Salle University, Nazareth Academy.
What skills is Chrissy Rose known for?
Chrissy Rose has skills like Derivatives, Vendor Relationships, Portfolio Management, Asset Allocation, Corporate Actions, Market Data, Integration, Business Analysis, Agile Methodologies, Equities, Software Project Management, Software Development.
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