Erin Ferris, Mba Email & Phone Number

St. Petersburg, Florida, US

• Leads complex, large-scale regulatory and IT initiatives, successfully managing multiple cross-functional work streams.
• Recognized by senior leadership for driving results, organizing cross-departmental collaboration, and effectively communicating project updates.
• Directly oversees and mentors project managers, ensuring consistency in project execution and team development.
• Known for relationship building and fostering a collaborative team culture.Key Accomplishments:1) T+1 Migration: Delivered the firm-wide transition to T+1, collaborating with global partners to meet new regulatory.

St. Petersburg, Florida, US

• Promoted to Project Manager, taking on both project and program management responsibilities across diverse initiatives.
• Effectively led firm-wide projects from inception to completion, ensuring alignment with business objectives and regulatory requirements.
• Known for innovative problem-solving and adapting to emerging needs across various projects.Key Accomplishments:1) IAD (Investment Advisors Division) Modernization Program: Led a firm-wide regulatory modernization.

St. Petersburg, Florida, US

• Developed detailed functional and technical requirements, supporting a team of over 30 developers, testers, and business analysts on the Client Onboarding project.
• Served as Scrum Master for a sub-team, guiding agile practices and coordinating deliverables to meet project timelines.
• Interpreted technical requirements for business stakeholders and vice versa, ensuring clear communication and alignment.
• Contributed to project planning, estimating, and documentation efforts, enhancing transparency and team collaboration.

Philadelphia, US

• Promoted to Operations Systems Analyst in the firm’s Strategic Initiatives department.
• Designed and implemented enhancements to Janney’s operational workflow system (Asset Movement, Client Onboarding, New Account Opening, Account Maintenance, and Advisory Account Upgrades)
• Led projects to implement enhancements to system
• Used various project management tools across different methodologies to ensure on-time delivery of product to production
• Collaborated with business partners to define and document requirements
• Troubleshooted issues found during testing and works with vendor and IT to resolve said issues

Philadelphia, US

Promoted from Fee Based Operations Assistant to Advisory Account Coordinator. Provided support for operations associated with the firm’s Wealth Management department.o Established new advisory accounts and processed maintenance requests on existing advisory accounts, as well as general billing, adjustments, rebates, and manger invoices.o Responded to.

Toronto, Ontario, CA

Reviewer online and in-store wires, checking for potential fraud and associated risks.o Conformed to bank policies and procedures in order to provide fraud mitigation to all TD Bank accounts.o Monitored online and in-store customer initiated wire transfers for fraud.o Regularly reviewed the history of accounts to protect customers from losses and risks.

Toronto, Ontario, CA

Bank teller for America’s Most Convenient Banko Assisted bank customers with deposits and withdraws on their accounts. o Verified and reconciled balances for individual cash drawers. o Identified and resolved customer needs in addition to building customer loyalty.o Adhered to bank policy and procedure in regards to cash handling and security.

Bachelor Of Arts Degree, Criminal Justice Program

Master Of Business Administration, Business Systems And Analytics