Edward C. Mcgraw, Csm Email & Phone Number

Syracuse, Ny, Us

Baltimore, Maryland, Us

Senior Project Manager consultant in the Transformation Office of the COO function overseeing several large projects in a wider program to overhaul investment operations leveraging a third party provider.

New York, Ny, Us

Senior Project Manager consultant in the Treasury Services Technology division overseeing the Treasury business. Managing three large projects covering various aspects of the Treasury business including Advanced Analytics (AI and machine learning), an anti-money laundering initiative and client self-servicing. Worked as the lead project manager on these initiatives and was responsible for scope, timelines and budget components among other aspects. o Acting Scrum Master, led various Agile ceremonies including daily scrums, product backlog grooming, sprint planning, along with other project meetingso Created and distributed weekly status reports on all projects utilizing Confluence and PPM applicationso Contributed to various project artifacts including project charters, work plans, budget-to-actuals, RAID and CAAD logs among other documentso Developed several ad-hoc reports for senior management consumption covering project scope for 2023 planning

Us

Consultant Project Manager / Product Owner in the Business Development division overseeing the Retirement Plans business. Managing the pricing pillar within the wider program which involves migrating the administration of the Retirement Plan business to a third-party vendor, SS&C Technologies. Program aspects I am responsible for include pricing/repricing of plans, compensation schedules, price maintenance records and the like. o Participated in various project and program level meetings related to status reporting and the software development cycleo Worked with the third-party vendor to address issues and risks as well as integrate their status updates into Nationwide project artifactso Responsible for budget management, unit and UAT testing, project charter updates and project artifact maintenanceo Contributed to project documents including business readiness, RAID logs and project schedules in addition to technical documents

New York, New York, Us

Senior Project Manager consultant in the Client Communications division of the Information Technology department. Managed numerous aspects of one of the largest projects in the firm’s history. Project entailed Broadridge taking over the creation and distribution of the client’s Wealth Management communications including statements, confirms, letters and the like.o Participated in various project and program level meetings related to defect resolution, status reporting and the software development cycleo Led initiative to consolidate several Excel documents detailing the data files necessary to create full client statements into a single comprehensive listo Maintained RAID log of risks and issues for the client’s statements division and participated in meetings to review RAID items with managemento Responsible for all data file and integration point aspects of the statements division including working with third party vendors to integrate with

New York, Ny, Us

Lead Program Manager in the Enterprise Development division of the Information Technology department. Managed a portfolio of 150 projects under the umbrella of rebranding to support the firm’s company identity moving from AXA Equitable to Equitable.o Created and led project initiation work including project kick-off and project planning workshops with all lines of business across the firmo Managed full lifecycle of projects including project plans, budget control, weekly execution meetings and project closure activities, etc.o Designed tracking mechanism to monitor progress thru SDLC for all projects under the rebranding umbrellao Built several MIS reports for senior management consumption and to feed the wider organization information on the progress of said projects

San Francisco, Ca, Us

Senior Project Manager within the Geneva product suite of Advent, a division of SS&C Technologies in NYC. Managed an average of seven projects concurrently within the Geneva Professional Services organization implementing a suite of financial technology software for financial services and other industries.o Created and led project initiation work including project kick-off and project planning workshops with each new client engagemento Managed full lifecycle of project including project plans, budget control, weekly execution meetings and project closure activities, etc.o Assisted wider team by taking on projects covering a different product offering than the Geneva suite I had been hired to covero Completed best practices manual for wider PMO covering the complete life cycle of meetings, procedures and artifacts for Geneva implementationso Secured PMI’s PMP certification in Sept 2018

Oneida, New York, Us

Senior Project Manager within the still-developing PMO department with an initial focus on a database consolidation program that would provide material improvement to the end-user experience as it related to unified KPIs across multiple business units and platforms. o Assisted PMO Director in developing a standard operating procedure for day-to-day operation of the PMO including documenting KPI and policieso Worked with third-party vendor to document and implement the consolidation of numerous business databases into a single platformo Assisted other PMs within the organization on various projects where collaboration was called foro Made regular presentations to the executive management team on the database consolidation program

Zurich, Ch

Joined firm in a project management capacity within the Investment Banking division’s operations support team. Initial success with a market risk management software / business process implementation led to a significant and firm-wide project to overhaul the operational risk management protocol across the IB, post the unauthorized trading incident in late 2011. Quality execution of this program led to both promotion and expansion of role to cover much of the operational change portfolio from a project management perspective and sole oversight of a massive program to develop a new software suite for risk reporting.Mar 2014 – Sept 2014 Executive Director | Program Managemento Manage a group of 30 project managers & business analysts supporting risk, collateral, post-trade, fixed income middle office and other divisionso Lead program manager for $17M, four-year book of work to design / deploy an in-house risk aggregation and reporting toolkit for hundreds of userso Negotiate with external vendors in coordination with internal technologists regarding software solutions, UX-design, staff augmentation, etc. Feb 2011 – Mar 2014 Director | Program Managemento Led the design, build and execution of the aRisk Program (global risk aggregation tool for IB market risk control) across all US FICC business lineso Designed, mobilized and delivering the End-of-Day Program (a standard global Middle Office control framework) against all IB businesseso Leading the build-out and implementation of a dedicated middle office construct against the Global IB Legacy Assets business divisionso Actively engaged in numerous stretch assignments including regional COO functions, learning & development, mentoring and recruiting

New York, Ny, Us

Registered and licensed investment advisor representative and producer agent offering life, disability and LTC insurances in addition to investment products and professional financial advice to individuals, families and small businesses in the Greater Central New York area, as well as downstate NY, CT and NJ. Experienced with term and universal life products, fixed & variable annuities, traditional brokerage products as well as wrap-fee and externally-managed accounts.o Successfully completed testing for NY Life, Accident & Health registration as well as FINRA series 7 & 66 exams; FINRA registered in NY, NJ & CTo Trained extensively on sales methodology, persuasion, advertising & marketing best practices, prospecting, etc. in classroom and online settingso Member of NAIFA, SIFMA, Young Advisors Team, CenterState CEO; on BoD for Enable CNY, a local not-for-profit focused on disabled persons

New York, Ny, Us

Began career here as a change agent tasked with building out a previously non-existent middle office in syndicated loans at an organization that recently closed a highly successful acquisition (Lehman Brothers) that translated to a rapid increase in volumes, coupled with new regulatory requirements around every corner. Quickly took on additional functions as regional head of both corporate communications and risk mitigation & controls for the global loans business. Most recently accepted position as regional head of global loans change management for the Americas.o Negotiated and executed PoA with service provider in less than three weeks where previous manager was unable to close deal in six monthso Led the firm’s efforts in several high-profile regulatory deliverables; SNC reporting to the Fed and SOX testing for internal and external auditorso Dramatically improved operational workflow / MIS of the deal capture team responsible for building facilities in back office ‘books & records’ systemso Selected to develop & present loan business knowledge sharing session to 50 staff, despite limited knowledge on subject, due to presentation ability

Stamford, Us

Ascended from a temporary consultant to the vice president designation in less than four years. Became intimately involved in all facets of operational support for credit, distressed, macro and bank loan strategies in domestic and foreign markets. Most recent experiences spanned risk metrics & reporting, capital allocation, forecasting and special investment accounting. Managed several operations teams ranging from 2 to 16 direct reports with a myriad of personality and experience profiles. Developed an extensive network of industry professionals as well as refined my exemplary interpersonal, organizational and analytical skills.Jul 2008 – Jul 2009 Vice President, Finance | Planning & Systemso Worked directly with CFO as project manager to develop an automated platform for capital allocation & performance analysis at a firm levelo Independently streamlined existing Excel-based model & worked with IT team to create Java-based program o Designed and implemented Excel-based sub-ledger for several bank loan origination portfolio special investmentso Produced and presented internal training seminar on risk analytics, trading strategy & capital allocation to entire accounting teamJan 2008 – Jun 2008 Vice President, Operations | Head of OTC Derivatives Middle & Back Officeo Managed successfully thru significant downsizing & reorganization events resulting in numerous layoffs & voluntary departures in teamo Co-project manager for front office platform conversion of numerous fixed income portfolios from ‘equity-centric’ legacy systems to third party Murexo Developed credit market analytics for management & numerous ad hoc analyses for terminated portfolio unwinds and counterparty risko Developed & implemented automated EOD workflow notification mechanism in Excel to aid PnL and Risk teams in reducing overtime costsFeb 2004 – Dec 2007 Analyst & Associate, Operations | Head of OTC Derivatives Back Office

Various non-professional labor roles at subsidiary of Chrysler (New Venture Gear / New Process Gear)

Master Of Science - Ms, Business Analytics

Master Of Business Administration - Mba, Investment Management & Risk Management

Bs, Finance