Manage business requirement analysis, recommendations and testing of large and complex short and long-range business systems and plans. Supervised technology team and department. Serve as primary contact for programs and projects.• Monitored technology direction of the industry and vendor applications specific to areas and businesses supported anticipating changing business requirement.• Provided supporting research and initiation of change to the status quo driving better business outcomes and technologies.• Supervised vendor testing, product analyses and recommendations based on available resources and budget. Developed and managed multiple cost center budgets. • Provided senior level leadership and project management to multiple technology application developments supporting testing efforts of technology infrastructure.

Served as Financial Service Representative for Client Product Training for Broker Dealer Services whichenhanced client investments for new and long standing relationships with client base, strategic partners and Investors.

Liaison between marketing, sales and operations for approximately 30 Employee Stock Purchasing Plans (ESPP) accounts. • Managed the balancing and settlement function for ESPP client accounts.• Coordinated automation of payroll management system which provided better business data ESPP Services and account maintenance.• Researched and resolved all escalated payroll issues.• Provided daily, monthly and annual reporting for assigned accounts to clients.

Managed call center for client Mutual Funds and Account Transfers.• Researched and resolved escalated issues with various departments on client transactions.• Coordinated with Third Party vendors on asset allocation of transfer which met all compliance timeframes.