Responsible for Delivery Knowledge Management at Citisoft on how to execute successful client engagements as well as personal delivery on client programs/projects. Over 29 years of experience managing global IT, business, and operations projects to success in the Investment Management Services industry. Primary focus has been on trading, accounting and data warehouse system conversions, implementations, enhancements, integration, and managing procedural and operational change. Proven ability to successfully manage in a fast, complex environment. Effective program, project and team leader, communicator, and problem-solver with a strong work ethic. Continually recognized by clients and management for excellence. Other experience and skills include:• Extensive global project work with investment staff at all levels including CIO, CTO, portfolio managers, traders, analysts, back-office, compliance, performance and risk, IT development, and support staff.• Implementation and operational experience with trade order management systems, investment accounting, trust accounting, tax reporting, data warehousing, client reporting, and performance and risk systems.• Package implementation and integration experience using structured project management methodologies such as waterfall and agile.
Listed skills include Financial Services, Equities, Business Analysis, Trading, and 30 others.