Lynne Davis

Lynne Davis Email and Phone Number

CIO Wealth Management Technology @ Jefferies
Lynne Davis's Location
New York, New York, United States, United States
About Lynne Davis

Senior manager with strong technology and operational background and bottom-line focus to achieve business objectives. Proven track record with leadership experience across technology, operations and human capital. Additional strategic experience in areas of project management, process re-engineering, operational resilience and business analysis. Diverse career within the Financial Services sector. Currently CIO of Wealth Management division where I am tasked with rationalizing the current vendor based IT stack. Previously ran Global Business Continuity and Disaster Recovery for the entire firm. In my new role, I blend 20+ years of experience across IT, Treasury, Derivatives and HR to provide solutions on how to support and drive revenue for the growth, optimizing current vendor tools as well as exiting those which no longer serve us across the most critical business processes within the division.In addition, I maintain lead responsibilities for Technology's DEI program. I am able to drive improved results to attract and develop IT talent within Financial Services with an eye towards helping progress diversity by mentoring young women and under-represented minorities in the field. Participate in the SIFMA (Securities Industry and Financial Markets Association) Industry Resiliency Committee to focus on key topics affecting the Financial Services industry including Regulatory and Crisis Management.I previously held senior roles in Technology Program Management, Global Lateral Recruiting and Derivatives Middle Office at Merrill Lynch and UBS. Specialties: Business Continuity, Disaster Recovery and Resiliency, Wealth Management, Project Management, Process Review, Performance Management, Derivatives Operations, Treasury Technology, Repo Technology, Operations Management, Recruiting, Direct Sourcing, Strategic Thinking, Vendor Management, Vendor Analysis, Wealth Management

Lynne Davis's Current Company Details
Jefferies

Jefferies

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CIO Wealth Management Technology
Lynne Davis Work Experience Details
  • Jefferies
    Cio - Global Head Of Wealth Management Information Technology
    Jefferies Oct 2018 - Present
    New York City, New York, Us
    Given additional responsibilities to assist with Wealth Management IT transformation in addition to BC & DR rolesProgram manager for all IT initiatives in the Global Wealth Management divisionInvolved with vendor program managementStrategic initiatives across performance management tools, PMP programs and client interfaces
  • Jefferies
    Managing Director - Global Head Of Business Continuity And Disaster Recovery
    Jefferies Dec 2017 - Jul 2023
    New York City, New York, Us
    Responsible to ensure business capabilities are adequate during times of disruption. This requires multiple channels of efforts across senior business lines, technology, operations, risk, treasury, human resources and other corporate functions are all aligned to operate in times of stress. Efforts to ensure success include preparations at remote sites, emergency notification testing and proving resiliency and capacity with alternate work arrangements, including remote supervisory locations, working from home and split operations. Measuring success as well as areas of improvement during firm wide tests allow the team to prepare for realtime situations that do not provide a script. Timely and frequent communication on core capabilities and compliance of testing to senior management build strong relationships and quick mobilization upon declaration of events. Business Continuity plans, Business Impact Analyses and Pandemic plans are some of the tools we employ with insight into the uniqueness of the firm as well as industry guidance and best practice programs shared across regulatory and governmental agencies. Technology platforms such as Fusion that enable access to these tools also increase the preparedness and capabilities of teams to access their information on web, mobile and personal PC devices.
  • Jefferies
    Svp - Global Head Of Business Continuity And Disaster Recovery
    Jefferies Dec 2017 - Oct 2019
    New York City, New York, Us
    Running BCP and DR for the firm, reporting directly to the Chief Information Officer of the firm.Responsible for global continuity firm-wide including subsidiaries. Managing implementation of vendor tool Fusion Risk Management for plan management and automationEvolving our DR maturity model to exceed industry standards
  • Jefferies
    Svp - Head Of Global Treasury Technology
    Jefferies Jan 2012 - Dec 2017
    New York City, New York, Us
    Responsible for managing the global treasury technology team. Key initiatives including cash management, global financing, global funding and inventory management. Multi year strategic projects are underway in this group to improve transparency of the firm's assets to Treasury management whose goal it is to manage the liquidity of the firm. Vendor products include TwoFour and Anvil 9.
  • Jefferies
    Senior Vice President - Fixed Income Technology
    Jefferies Oct 2009 - Jan 2014
    New York City, New York, Us
    Program manager and senior business analyst tasked to develop and deliver a best in class fixed income technology platform with a specific focus on Derivatives. Implemented Calypso as the Front to Back solution for global business. Moved into Repo Technology area to develop an RFP and review viable Global Financing vendor platforms for FI Repo Desks. Implemented Anvil 9 in London and NY over 24 month cycle.
  • Skadden Arps
    Manager - Client Administration
    Skadden Arps Feb 2009 - Oct 2009
    New York, Ny, Us
    Manager, Client Accounting and Administration •Responsible for managing a support staff of 60 across U.S. and worldwide which serve over 460 lawyers on a global basis. •Specific emphasis on the client service functions which include billing efforts and collection strategies. Areas of focus include use of technology as a tool to provide better controls, improved management reporting and ultimately better bottom line revenue for the partnership.
  • Merrill Lynch
    Project Manager Consultant, Talent & Hr Consulting
    Merrill Lynch Dec 2008 - Jan 2009
    New York, Ny, Us
    Focus on infrastructure initiatives and recruiting strategies for the Prime Brokerage business at Merrill Lynch. Responsible for system upgrades, talent identification, recruiting strategies and training efforts.
  • Merrill Lynch
    Director, Global Markets & Investment Banking Lateral Recruiting
    Merrill Lynch Apr 2005 - Aug 2008
    New York, Ny, Us
    •Hired to create a direct sourcing lateral recruiting model for IBK and Global Markets. •Built infrastructure and processes for full cycle recruiting support using the Filefinder application suite. Database stands at over 10,000 active names. •Responsible for Americas IBK recruiting efforts since Jan 2006•Hired in over 120 people from Analyst to Director levels at a savings of over $6mm. •Instituted best practices for recruiting IBK analysts and associates. •Lead recruiter for any internal candidate requests across Global Markets and Investment Banking. •Handled the entire recruiting cycle for vendor based searches for Investment Banking.
  • D.S. Wolf Group International, Llc
    Director, Technology Recruiting
    D.S. Wolf Group International, Llc Jan 2004 - Apr 2005
    Launched a contingent search practice (Jupiter Search Partners) for VP and below hires across support functions in Financial Services. Successfully placed 12 candidates across 3 bulge-bracket firms. Responsible for full life cycle recruiting – Sales, Sourcing, Recruiting, Negotiation and Closing.
  • Capco
    Senior Consultant - Offshoring
    Capco Jun 2002 - Oct 2002
    London, Uk, Gb
    Hired as a Subject Matter Expert on a project to offshore a portion of Bear Stearn's Technology division. Lead by Marilyn Hignett, this effort allowed us to build concensus throughout the organization.Focus was on those areas where offsite personnel supporting the infrastructure would be able to save money and alleviate the production support burden previously handled by developers.
  • Merrill Lynch
    Director, Gmi Technology Product Manager
    Merrill Lynch Jan 1998 - Jun 2002
    New York, Ny, Us
    •Coordinated equity, credit and debt derivative requirements for document storage and document creation across the Derivatives Operations department. •Managed a team of 16 system professionals. Implemented a service using SWIFT messaging as a trade matching facility to reduce document backlog. •Managed an annual budget of $10 Million including headcount, fixed and semi fixed expenses. Successful at delivering project on time and within budget. Participated in several belt-tightening scenarios to cut costs in both resourcing and hardware expenditures.•Implemented a 24x5 production support model using offshore resources from India to reduce local headcount 30% and save 20% annually in maintenance costs as well as improve customer service levels.
  • Merrill Lynch
    Director - Derivatives Operations Manager
    Merrill Lynch Jun 1993 - Jan 1998
    New York, Ny, Us
    •Managed staff of 60 to support global derivatives business. •Supervised Client Services group (payments and resets), Trades Processing and Documentation teams. •Grew the organization from a regional US based team to a global cross currency unit across debt, credit and emerging market derivatives. •Member of the Operations review board to analyze new derivative product ideas and their impact on the support structure. •Initiated a Derivatives Training program for undergraduates. This program was the first of its kind and produced several key leaders in the organization.
  • Ubs Securities
    Vice President
    Ubs Securities 1988 - 1993
    Zurich, Ch
    Middle Office Derivative Operations

Lynne Davis Skills

Investment Banking Strategy Derivatives Business Analysis Capital Markets Leadership Financial Services Prime Brokerage Talent Management Trading Management Finance Recruiting Analysis Executive Management Equities Program Management Fixed Income

Lynne Davis Education Details

  • Lehigh University College Of Business
    Lehigh University College Of Business
    Finance

Frequently Asked Questions about Lynne Davis

What company does Lynne Davis work for?

Lynne Davis works for Jefferies

What is Lynne Davis's role at the current company?

Lynne Davis's current role is CIO Wealth Management Technology.

What is Lynne Davis's email address?

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What is Lynne Davis's direct phone number?

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What schools did Lynne Davis attend?

Lynne Davis attended Lehigh University College Of Business.

What skills is Lynne Davis known for?

Lynne Davis has skills like Investment Banking, Strategy, Derivatives, Business Analysis, Capital Markets, Leadership, Financial Services, Prime Brokerage, Talent Management, Trading, Management, Finance.

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