Project Manager and Analyst – Investment Bank Client Reference Data Change (CRD) (2013 - Present)(Consulting position through Adecco USA, Sagence Consulting and Celerity Consulting)Lead CRD project management efforts for data migration strategies for prioritized client product relationships in alignment with the firm’s legal entity strategy• Plan and manage client relationship migrations across client reference data systems, coordinating the efforts of Business stakeholders with Reference Data Production and IT teams• Manage and define migration approach and secured business stakeholders commitment to resource and timelines leading to successful onboarding of new client relationships and deactivation of those no longer supported.• Coordinate User Acceptance Testing (UAT) and Production release timelines with schedules for Business/Operations testing, migration of existing client relationships and opening of new client relationships• Perform client reference data analyses to enhance project scope definition and planning• Manage issue resolution to maintain schedules, budgets and plans• Lead root-cause determination of client reference data anomalies encountered during strategy formation and execution; initiated corrective process and policy as required. Vice President – Investment Bank Project Manager: Client Reference Data (2012 - 2013)Established a sales client hierarchy reference data team to enhance resource allocation (profitability) and revenue reporting. • Lead inactive client initiatives resulting in a 30% reduction of obsolete client hierarchies. Efforts enhanced data quality and reduced the need for regulatory compliance activities, e.g., Know your Customer (KYC), Dodd Frank.• Developed a new client type model designed to leverage across Investment Bank Securities a consistent, external data source.• Established clear definitions for the multiple client domicile types and established consistent usage.

(Consulting position through Celerity)Developed a comprehensive application quality and governance plan utilizing DMAIC and Six-Sigma methodology for Investment Banking Finance department’s global reporting system.• Defined key milestones and descriptive performance metrics for a complex financial reporting operation. Performed analyses to identify normal operating variability of complete process and contributing factors. Drafted recommendations for operational improvements where Service-Level Agreements (SLAs), Operational-Level Agreements (OLAs), or other business requirements were potentially at risk due to normal process variability.• Established SLA/OLA dashboard to provide ongoing monitoring of key process milestones. Enabled ongoing trend analysis to identify when operational performance drifts. Set thresholds for automated early detection and alerting of operational disruptions. • Lead continuity strategy working sessions with global cross-departmental senior managers to define current state processes, gather critical reporting requirements, identify options to manage a variety of potentially disruptive scenarios, and recommend potential projects to strengthen the stability of the financial reporting workflow.• Coordinated with technology to assure data integrity in Oracle Business Intelligence Enterprise Edition (OBIEE) platform. Approach includes application of automated ‘sniff test’ techniques including testing at time of entry, deviation over time, relative thresholds.

Established a startup service quality metrics team designed to identify operational and technologic process re-engineering opportunities. • Coordinated efforts across Operations, Client Delivery, Technology, and Product divisions to identify end-to-end key performance indicators; Efforts resulted in the initiation of projects to improve meeting SLA and OLA terms.• Led the development of product scorecards across cash, trade, securities and fund services businesses.• Analyzed and present results of monthly metrics and made recommendations to senior management.

Developed and expanded this startup consulting firm’s enterprise data management (EDM) division. • Focused services on segment’s key business drivers including operational efficiency, data quality, information reporting and management, regulatory compliance, competitive differentiation, and legacy system retirement.• Developed the data management program to follow client project workflow from business case to on-going operations with an emphasis on ‘speed-to-value’.• Led client engagement to establish key data metrics and exception handling procedures for assuring data quality.• Developed conceptual models for KYC solutions addressing USA PATRIOT Act, Bank Secrecy Act, and Customer Identification Program (CIP), etc., at the corporate entity level.

Oversaw and developed the sourcing, acquisition, validation, normalization, storage, processing and sharing of data for the Structured Finance organization. Continually identified and leveraged opportunities for process enhancement.• Directed, developed and refined a domestic management team and staff of 15 and international staff of 30 responsible for executing all information management functions supporting the rating process for structured finance products including cash flow and synthetic CDO, ABS, RMBS, and other financial vehicles. Improvements accomplished through metric development, quality control, quality assurance, and process reengineering.• Designed and executed operational transformations resulting in a domestic staff reduction of 15% and improved timeliness, accuracy, and consistency of business information.• Implemented global outsourcing solutions, from evaluation and negotiation phases through to launch, which resulted in a reduction in per unit cost, and an expansion in global CDO coverage.• Appraised and recommended various technology solutions for business process management as well as for new process development which led to enterprise level implementations, including new data extraction techniques and document management.

Managed product portfolio, including identification and evaluation of new opportunities and full lifecycle of product development, launch, marketing, distribution, redevelopment and retirement. Published regularly on multiple domestic fixed income topics.• Produced over 100 commentaries, as well as data and analytics, covering rating actions, spreads, issuance, indices, spreads, credit default swaps, and economic information, utilized by corporate, government, and educational entities.• Developed, led and mentored research teams including hands-on data analysis, when necessary. Direct responsibility for team of 4 New York and 2 offshore research analysts.• Created intelligent agents for data manipulation, data integration and derivation of high-level analytics. Reduced user cycle times of daily operations by more than 50%. Cut quarterly commentary publication time from 2 months to 3 days.• Transformed faltering data and analytic projects of other departments into successfully delivered products.• Refined products through resetting of strategies, redefining markets, formulating new analytic approaches, trimming expenses, reducing analyst error, identifying firm-wide efficiencies, and resolving inconsistencies to improve the quality of legacy data sources.• Negotiated contracts and managed relationships with leading data vendors and service providers.

Analyst – Emerging Markets Fixed Income Research (1997-1998)• Automated the analysis and publication processes for Fixed Income Research Reports. Increased department productivity by reducing errors and decreasing production time by 50%.• Produced daily analysis of currencies and interest rate instruments in over 40 countries.• Analyzed credit derivative and emerging market data to support trading and sales desks.• Created emerging market databases and integrated operation with legacy data sources.• Negotiated data service contracts with providers, including Bloomberg, Reuters, Moody’s and FAME.Trading Assistant – Risk Management Global Derivatives (1995 - 1996)• Published “Citicorp’s 1997 Interest Rate Spreads & Market Analysis” as the primary analyst and editor. Responsible for all aspects of publication, from primary research through distribution.• Developed presentations and marketing materials on U.S. interest rates, equity exposure, employee stock options, market trends, hedging strategies and other risk management issues for presentation to S&P 500 companies.• Coordinated effort of trading desks and IS teams; created time-saving analyses and effective models. Increased trader productivity by automating routine activities using intranet-based systems.