Frank Marciello Email and Phone Number
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A Business Consultant, Analyst, Requirement Manager and Lead of large scale technology, change management & business transformation projects. Over 20 years experience in wealth management & capital markets, banking & insurance; financial products, sales, trading, back office operations, and start up companies. Possesses excellent leadership, facilitation, negotiation and analysis skills complemented by resourcefulness and a solid understanding of the system development life cycle.Specialties: MS Suite of products including MS Project and VISIOUse Case Methodology and Process Flow DocumentationStrong knowledge of financial industry regulatory bodies (IDA and MFDA)Excellent knowledge of financial/brokerage systems such as ADP, FMC, ICI, RPM, ISM, e-Settlement, Charles River, DSTS, CDS, DTC, NSCC, Municipal Securities Rulemaking Board, SWIFT, FIX Protocol, Sungard Global Plus,
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Business ConsultantKtalysis Inc Oct 2020 - PresentToronto, Ontario, Canada
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Sr Business AnalystHsbc Jun 2018 - Jul 2020Toronto, Canada Area -
Specialized It ConsultantManulife Sep 2016 - Feb 2018Toronto, Ontario, CanadaBusiness and system analysis for Data Warehouse Implementation -
System AnalystInvestors Group Mar 2015 - Sep 2016 -
Business ConsultantMawer Investment Management Jan 2014 - Jan 2015Calgary, AlbertaTrading System Implementation -
Project LeaderOntario Pension Board Apr 2013 - Jan 2014Implementation of Eagle data warehouse and performance measurement applications
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Consultant - Data IntegrationScotiabank May 2012 - Feb 2013Toronto, Canada Area -
Lead Business Consultant - Oms ImplementationOntario Teachers' Pension Plan Apr 2011 - Jun 2012Business Analysis - Integration and Implementatation of Charles River Trading and Portfolio Management -
Sr Business AnalystScotiabank 2011 - 2012
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Business ConsultantBank Of Montreal Oct 2007 - Apr 2011Private Bank Reported to the Director of Technology for the wealth management line of business, mandated as the Lead Requirements manager for a large size project to capture requirements and implement new trading and portfolio management technologies, including leading in RFP selection process, dataflow, process follow design, documenting requirements, functional specifications and test cases. Lead a team of 4 business analysts. . -
Business Consultant - Capital MarketsBank Of Montreal Oct 2002 - Oct 2007Mandated to lead in the migration and integration of the U.S. Fixed Income Operations to Canada Business analysis and requirements manager for strategic business initiatives and new technologies. Creating and leading in the collection and documentation of the business and technology requirements including process flows, procedures, training plans, test cases and implementation plans. Provide consultation between business and technology, negotiating and communicating “best practice approaches” to project planning, requirements gathering/documenting, contingency planning, risk management, process improvement opportunities Managing relationships and liaising between the Senior Management of the respective lines of business with the Technology teams to ensure the functional specifications and systems development/migration meet the requirements.Overseeing the Senior Project Analysts in the scoping, planning, designing and implementing the new Capital Markets business model by the creation of data collection and workflow modeling tools and the development of the new operations business model for both Canada and the U.S., ensuring execution of the training and testing plans, managing the gap and functional analysis, while ensuring legal and regulatory practices are adhered to.
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Lead Implementation ManagerFidelity Investments 2001 - 2002Implementation of outsourced front and back office technologies. -
Manager - Lead Ba OperationsAssante Wealth Management 1997 - 2001Lead BA - Operational & technology consolidation of newly acquired broker/dealer institutions/firms.
Frank Marciello Skills
Frank Marciello Education Details
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Economics
Frequently Asked Questions about Frank Marciello
What company does Frank Marciello work for?
Frank Marciello works for Ktalysis Inc
What is Frank Marciello's role at the current company?
Frank Marciello's current role is Business Consultant at Ktalysis Inc.
What is Frank Marciello's email address?
Frank Marciello's email address is fr****@****ers.com
What is Frank Marciello's direct phone number?
Frank Marciello's direct phone number is +141626*****
What schools did Frank Marciello attend?
Frank Marciello attended York University.
What skills is Frank Marciello known for?
Frank Marciello has skills like Sdlc, Business Analysis, Fixed Income, Integration, Portfolio Management, Business Process Re Engineering, Trading, Project Planning, Securities, Requirements Gathering, Sql, Risk Management.
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Frank Marciello
Greater Toronto Area, Canada
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