Perform functions of a Real Estate BrokerPerform functions as a Notary Signing Agent

CLA - Wells Fargo Project Manager / Wholesale Group – Vendor Management• Managed vendor interface with respect to the implementation of contracts for resource engagements• Developed and implemented new invoicing process to ensure timely reporting and adequate payment for work efforts• Facilitated vendor calls to discuss current progress on assignments and any future challenges

Project Manager / Business Analyst – Technology and Operations• Utilize Jira in an Agile environment to manage the development and deployment of Client Onboarding tool and Oracle Cloud• Coordinated UAT across all regions EMEA, APAC and the US

Project Manager / Business Analyst – Investment Banking• Within the infrastructure team, work with a global team to integrate and install Fidessa’s Trading Platform (GTP) to facilitate Portfolio Management• Prepared trade flow document to illustrate Front Office, Middle Office and Back Office process flows and settlement process on Options and Futures including Interest Rate Derivatives and Equity Derivatives• Utilized Fix Message protocol to investigate and resolve trade flow issues• Liaise with vendor and internal IT to design and build interface with existing infrastructure

• Plan & Manage Projects and Scope to include business practice definition and processes• Develop Scope Document, Business Requirement and Functional Document• Coordinate project across Front Office, Global Operations, Technology and Compliance to drive solutions for the implementation of MarkitWire• Lead manager in migrating Options, Varswaps and Equity Swaps from DS Match onto MarkitWire• Manages project execution to ensure adherence to budget, schedule, and scope• Monitor and track project milestones and deliverables and take corrective action.• Coordinate efforts to be compliant with CFTC Rules and EMIR around confirmations and affirmations• Participated in documenting requirements for the implementation of CCAR

Project Manager - Treasury OperationsUS Bank - Minneapolis, MN• Designed swap clearing process for Treasury Operations to facilitate US Bank participation as a Swap Dealer• Reviewed Internal and External Business Conduct Rules for FX Operations to identify operational gaps relative to CFTC Rules• Assessed current state, identified weaknesses and key control points to enhance risk management and comply with the Dodd-Frank Act • Analyzed, documented existing workflow processes, created workflow diagrams depicting current state and future state inclusive of middleware, Swap Data Repository (SDR) and Swap Execution Facility (SEF)• Authored detailed policy and procedures document to strengthen controls around FX Operations and comply with CFTC Rules for Swap Dealers• Created and conducted test scenarios between US Bank, Central Counterparty (CCP) and Clearing Broker (CB) utilizing various derivative products including FX, IRS and CDSABN AMRO - Investment Banking - New York, NY• Managed business solution process for client and assisted with the implementation of Lombard Risk for Collateral Management• Identified process improvements and re-engineering recommendations • Managed project from initiation through business requirement, system enhancements and implementation

• Created Business Requirements documents of significant depth and breadth on accounting systems integration• Developed functional gap analysis between Geneva and Investone• Provided verbal and written status updates to management• Assisted in driving UAT resourcing, planning and defect resolution to mitigate risks.• Developed Functional Requirement Document for the design, development and implementation of client facing web portal for Institutions and private wealth clients

• Supervised a team of twenty (20) Fund Accountants and Hedge Fund Administrators• Provided administration of onshore and offshore investment entities comprised of Corporations, Limited Liability Companies and Limited Partnerships• Liaised with Investment Managers, Fund Sponsors, Banks, Custodians and Agents• Day to day responsibility for financial control, Financial Statement compilation, Net Asset Value Calculation, Cash Management and Portfolio Accounting on Geneva• Experience with various types of securities including Derivatives (Futures, TRS, IRS, and CDS), Equities, Corporate, Municipals, High Yields, Asset Backed, Mutual Funds, Treasuries and Bank Debts• Managed Off-Shore Fund Administration Team• Managed various projects including major system enhancements, conversions and the implementation of straight-thru-processing (STP) for electronic trading

• Overall ownership and responsibility for the development of Policies & Procedures for Client Administration and Client Reporting Groups• Developed Business Required Documents and liaised with Technology to design Functional Requirement Document for major system initiatives• Developed and instituted processes to strengthen controls around Account Administration to ensure data integrity and improved Client Reporting• Managed Internal and External Audit Relationships to identify risks and institute corrective measures• Assisted Private Wealth managers in the overall management of client relationships and portfolio allocation

• Supervised a team of thirty (30) Investment Accountants with over $100 billion in AUM• Responsible for the Administration of over 500 Institutional and Private Client Accounts• Managed critical trade support functions with over 50,000 trades per month• Managed Client and Custodial Relationships• Liaised with the Front Office, Business Risk, and Compliance to mitigate risks and ensure best practices are utilized at all times