Responsible for delivering capabilities leveraging a centralized Client master for a portfolio of firm-wide regulatory initiatives such as 5AMLD, ISO20022, Liquidity, SAM9 Actimize Upgrade, ISDA Self Disclosure and Transaction Regulatory Reporting. Additionally managing a program to redesign and rewrite user interfaces onto the firm’s new Client master platform. Focused on establishing data supply chains for critical data elements, negotiating new operating models, reducing manual processes and… Show more Responsible for delivering capabilities leveraging a centralized Client master for a portfolio of firm-wide regulatory initiatives such as 5AMLD, ISO20022, Liquidity, SAM9 Actimize Upgrade, ISDA Self Disclosure and Transaction Regulatory Reporting. Additionally managing a program to redesign and rewrite user interfaces onto the firm’s new Client master platform. Focused on establishing data supply chains for critical data elements, negotiating new operating models, reducing manual processes and improving data quality for downstream consumers. Direct manager of one project manager.Managed the delivery of a framework and capabilities for several lines of business to create and maintain client structured addresses to support the ISO20022 regulation. Created training materials and facilitated forums for over 100 users on the application changes.Led the identification of data sources and the data hydration for new internal and external data attributes to be leveraged in liquidity management and counterparty tagging requirements.Established and led an external client outreach program across multiple lines of business to acquire non- public data from over 3,500 clients for the firm’s liquidity management. Liaised with Client Communications, Legal and Compliance daily to design materials and manage the approval process of the client communication letters, response forms and internal FAQs.Guided Finance and Compliance during their transition and adoption of a new firm-wide Client master and data lake.Led cross-functional teams to identify solutions for complex business needs and data issues by engaging key parties and managing solutions to completion. Coordinated annual strategic portfolio budget and business case planning. Show less

Responsible for the day-to-day delivery management of Nuveen’s Data Strategy program. Direct manager of a team of 3 business analysts and program manager of a team of ~25 IT professionals. Partnered with over 30 distinct teams across Business, Technology and Operations to ensure successful delivery and user adoption of new business processes delivered via the Nuveen Data Warehouse platform. Performed deep dive assessments on both business and IT processes and designed future state… Show more Responsible for the day-to-day delivery management of Nuveen’s Data Strategy program. Direct manager of a team of 3 business analysts and program manager of a team of ~25 IT professionals. Partnered with over 30 distinct teams across Business, Technology and Operations to ensure successful delivery and user adoption of new business processes delivered via the Nuveen Data Warehouse platform. Performed deep dive assessments on both business and IT processes and designed future state recommendations with a focus on reducing enterprise risk by eliminating manual processes and by leveraging consistent use of data masters for Security, Product, Account and Investment data. Show less

Responsible for day-to-day management of efficiency and effectiveness initiatives which primarily focused on the integration of TIAA and Nuveen middle office applications. Prepared and presented to senior leadership program level updates focusing on accomplishments, planned activities, dependencies, issues and risks. Managed project financials by forecasting and monitoring expenses and resource allocations. Partnered with cross-functional business areas to ensure requirements are met and… Show more Responsible for day-to-day management of efficiency and effectiveness initiatives which primarily focused on the integration of TIAA and Nuveen middle office applications. Prepared and presented to senior leadership program level updates focusing on accomplishments, planned activities, dependencies, issues and risks. Managed project financials by forecasting and monitoring expenses and resource allocations. Partnered with cross-functional business areas to ensure requirements are met and standard operating procedures are in place. Show less

Responsible for management, coordination and planning of Asset Management’s strategic project portfolio as well as provided oversight and governance to ensure projects are planned and managed effectively. Prepared program level business cases outlining goals, resource needs and cost-benefits to attain senior leadership and Finance approvals. Prepared annual operating budgets and headcount forecasts for the Asset Management Services division within TIAA. Partnered with Finance and Human… Show more Responsible for management, coordination and planning of Asset Management’s strategic project portfolio as well as provided oversight and governance to ensure projects are planned and managed effectively. Prepared program level business cases outlining goals, resource needs and cost-benefits to attain senior leadership and Finance approvals. Prepared annual operating budgets and headcount forecasts for the Asset Management Services division within TIAA. Partnered with Finance and Human Resources to monitor and review budgets and hiring statuses. Managed day-to-day activities of 4 contractors. Show less

Project Manager and Lead Business Analyst for an Asset Management Sales Reporting solution that delivered daily transaction activity and monthly assets to support consolidated sales activity reporting between the Pension, Consultant, and Intermediary businesses. Activities included stakeholder meetings, executive status updates, resource management and project timeline management.

Project Manager and Senior Analyst for the Equity Front Office delivering solutions to improve attribution reporting, trade execution commissions and trading oversight.