Risk Management Technology Lead in the review and approval of Tax Practice Applications. Managed Risk Management review of new and existing Tax Technology solutions.Approved engagement enabler software for use by US and Member Firms. Adhere to Global requirements for Client Facing Technology Solutions.Lead for applications development supporting Client and Engagement Acceptance. Prioritized new features and enhancements with the stakeholders and technology teams. Supported systems development of new features, testing, and user acceptance.

Group Manager of onshore and offshore Business Analysts. Managed a team of onshore and offshore resources that diagnosed, documented and received business approval of the requirements to replace the legacy Government Securities settlement system (GSCX) with the new Broker Dealer Clearance platform (BDC).Guided developers to ensure code and implementations were according to the requirements and met the product owners’ and the clients’ expectations.Member of the management team for code delivery and client migrations onto the new system.Received two BNY Mellon technology ‘Best in Class’ awards for product delivery.

Extensively researched individual Asset Recovery, Fraud and bankruptcy cases. Senior Operations Manager of the Institutional and Retail Branch (PWM) account balancing across all product lines.

Senior Operations Manager of the middle office department. Oversight of multi-currency wire payments and check payments for Prime Brokerage client base. Coordinated portfolio rebalancing. Immersed in approving client asset transfers. Managed the trade support functions. Lead team initiatives in repo, swaps, options, and cash trades in segregated and non-segregated markets.

Executive Director - Manager of all Settlements and related IT projects for proprietary trading and Prime Brokerage. Executive Director - North America Risk Manager and Business manager. Vice President - Anti Money Laundering and USA PATRIOT Act software.Extensively involved in the development and implementation of Suspicious Activity Reporting and Anti Money Laundering software ensuring compliance of the USA Patriot Act. Developed jointly with SAS. Vice President - Business Analyst and BU representative for FX, Corporate Treasury, Derivatives, Whole Loans and Fixed Income in the development of new settlement systems to replace the legacy systems. Vice President - Patriot Act SAR. Responsibilities included daily monitoring of suspicious activity reporting as well as strategic and tactical technology initiatives to develop SAR software. Vice President Operations - Manager of settlements department. Fed Book entry, DTCC, MBS, physical and Canadian settlements including reconciliations. Vice President - Client Services Representative for Correspondent Clearing Services. Officer responsible for the daily management of client coverage.Operations Manager.Supervised Trade Support, P&S, Institutional Credit, and securities settlements departments.

Senior Coverage Officer and Client Service team manager. Aided clients with their internal operations and administrative issues relating to the processing and settlement of their principal and agency transactions. Enhanced and developed the business of our correspondent clearing clients through introduction to various Morgan Stanley products and services.