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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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