Led client and internal discovery to optimize use of VestmarkONE, Vestmark’s flagship product- Gathered requirements for enhancement and development of sales demo system hosted on Amazon Web Services (AWS). Sales demo system was instrumental in landing a top 5 broker-dealer as a client- Wrote business requirements documents for client change requests, upgrades and conversions- Created user acceptance test plans for automation of upgrade testing

Defined, developed, prepared, and delivered customer training via Webex audio and web-conferencing, Vestmark’s eLearning center, and instructor-led settings, including Vestmark’s training center and client sites. Focused on VestmarkONE, provided product-specific training to a wide variety of Vestmark clientele, as well as internal Vestmark staff.- Developed core curriculum for Vestmark products for both external customers and internal staff- Created course materials focused on business applications- Developed certification exams to accompany training curriculum- Planned educational programs and rolled out recorded training sessions- Maximized the effectiveness of training activities- Delivered customer training in the form of training sessions at customers’ own premises; public training courses; presentations at conferences and similar events; and remotely via WebEx. - Delivered training programs, including product certification exams, to internal staff- Participated in and/or led special projects associated with implementation teams

Consultant (Squam Art Workshops) - designed and implemented interim Excel database to transition customer/teacher/class information from paper files to online system. (2012)Instructor - knitting for adults. (Stitch House Dorchester 2013 - 2015)Independent Artist - created mixed media art, coordinated exhibit space, marketed exhibition through social media, created and delivered commissioned works. (2012 - 2015) Exhibition: Bestsellers Cafe, Medford, MA, Feb - Mar 2013.

Consultant in the Financial Services vertical. Provided subject matter expertise, business and workflow analysis, and project management.Excelled at business/data analysis and project implementation with a variety of client stakeholders, rapid integration into client environment, establishing communication protocols, and contributing to the successful completion of client projects.Provided business and workflow analysis, subject matter expertise, and project management for clients including: Bank of America Merrill Lynch, Ohio Public Employees Retirement Systems (OPERS), Morgan Stanley Smith Barney, Citigroup, and State Street Corporation.Projects:Single user interface for regional representatives post-mergerValidated work flows with stakeholders, collaborated with technical designers on creation of functional specifications, wrote user acceptance test cases.FIX ImplementationDocumented existing workflows from stakeholder interviews, performed gap analysis, collaborated with programmer on modified Agile development of in-house interface between trading system and open source FIX messaging engine, created and executed both QA and user acceptance testing.User acceptance testingCreated user test cases corresponding to documented work flows and functional requirements, wrote test plans.SWIFT and FIX messaging with U.K. counter-parties for Enhanced Custody ModelIdentified appropriate message formats, mapped data for message components, collaborated to extract and repackage appropriate data from various sources, created user acceptance test cases and test plan, seeded test data, coordinated and supported UAT with U.K. offices and counter parties during U.K. business hours.

Provided software implementation, consulting, and project management for SMA managers purchasing Vestmark's flagship trading product, VMAP.Subject matter expert in performance measurement, fixed income analytics, report writing. Gathered requirements, designed and wrote 50 system reports to facilitate business critical portfolio management functions.Created and delivered internal training. Provide implementation consulting and project management for SMA managers using Vestmark's VMAP product.

Led analysis and requirements-gathering for information technologists to support both existing and in-development systems for 30 person equity trading desk.Conducted gap and workflow analyses to facilitate scope definition, requirements validation, and business system design of new trading system.Translated requirements solicited from business users into technical documentation for programmers to implement. Validated both developer and business assumptions and designed appropriate testing scenarios.Identified gaps in communication standards for project status reporting, system release notes, system triage meetings and results of system testing. Designed, validated and implemented improved standards in each of these areas to provide succinct, useful information that helped consumers take appropriate action quickly.Selected to participate in Investment Systems Process Improvement Committee.Led effort to establish SharePoint as the document management repository for the Trading Systems Team.Testing lead - manage staff of 3 who test new and production support development for a $6 million+ trading system development project.

Led project teams in implementation of Macgregor’s proprietary trade order management system. Coordinated product enhancement requirements gathering and specification review by client to meet Macgregor product release management deadlines.

Product Design Manager, Thomson OpenTrader™ 2000 - 2001Business Analyst, Software Solutions 1997 – 2000Senior Consultant, Consulting Services 1994 – 1997Account Manager, PORTIA™ 1992 -1993Led project teams in design, development, testing and delivery of front office/portfolio management decision support and trading solutions. Analyzed and documented market needs and opportunities. Established and maintained positive relationships with clients in North and South America and Europe. Led team of seven product consultants providing implementation, work flow, interface and report design and construction support to users of PORTIA, Thomson Financial Software's flagship product. Streamlined time-tracking and revenue-tracking processes, resulting in improved revenue forecasting, shorter collection cycle and reduced errors.Founding member of professional services group.Led cross-functional multinational team in year-long project to implement system changes to support client business needs resulting from the European Union's adoption of the euro.