US Information Technology Team• Reporting directly to the US Head of Technology, act as liaison with staff, executives, and senior leaders to manage and deliver project updates, proposals, and planning.• Clearly track, report and communicate regular project status (including scope, schedule and budget) to project stakeholders, management and established governance groups• Track all projects against approved budgets and report on actuals, forecasts, and variances.• Managing special projects in a complex dynamic environment, revising needs to meet changing requirements Finance - US Regulatory Reporting IT Team• Provided Senior Management current delivery status updates by effectively communicate relevant project information and highlight risks to the executive team in monthly forums.• Develop and maintain a project master plan for key initiatives.• Identify, manage and drive to resolution project risks and issues through project governance forums.Trade Central Data Team Lead• Manage a team of ~20 resources, consisting of Business Analysts, Project Managers, and Developers as they execute the Data Platform Book of Work.• Implemented framework to formalize the management and prioritization of Data Platform's Book of Work• Assist senior management with Change Team resource budgeting and forecasting• Work directly with client subject matter experts to obtain and document project deliverables• Interface with the business analysts and development teams to gather plans for appropriate testing and validation for monthly releases.• Lead and facilitate Data Platform Working Group Steering Committee meetings, including recording and documenting meeting minutes with stakeholders, solicit feedback from participants to gain consensus on project initiatives.

Independent Consultant - Project Management OfficeTrade Information Warehouse Distributed Ledger Project • Provide Senior Management accurate program health by collecting and consolidating various project work plans and statuses in order to effectively communicate relevant project information and highlight risks to the executive team.• Developed Project SharePoint to manage status, risks, issues globally in a real time forum• Defined project SharePoint standards incorporated globally by DTCC PMO Office.• Develop and maintain a project master plan for key initiatives.• Identify, manage and drive to resolution project risks and issues through project governance forums.

Project Management Office: Front to Back Analysis Team• Provided Senior Management accurate program health by collecting and consolidating various project work plans and statuses in order to effectively communicate relevant project information and highlight risks to the executive team.• Developed and maintained a project master plan for key initiatives.• Identified, managed and drove to resolution project risks and issues through project governance forums.• Coordinated with Functional Plan Managers to ensure effective overall project.• Managed the submission of project deliverables to Executive Committee to ensure timeliness and adherence to project schedule and standards.• Key Initiatives: Front Office Risk and Control Self-Assessment (RCSA) and Three Lines of Defense Review

Strategic Projects Team • Led migration of USD cash accounts from one provider to another. Responsible for management of two direct BA reports to carry out analysis and testing. Project delivered annual save of $5MM due to lower transactional costs and increased efficiency for liquidity.• Headed PMO for Operations Project stream to migrate OTC business from European entities to US domiciled entities. Published weekly reporting decks for senior management, highlighted key risk and issues/resolutions and tracked key milestone completion versus detailed plan. Collateral Change Team • Developed and implemented new pricing process for roll out of new Collateral Operations Workflow tool.• Coordinated reporting to Federal Reserve on progress against targeted mandates as PMO for Tri-Party Repo Reengineering efforts between Credit Suisse and Tri-Party bankListed Derivatives Change Team – Global Lead • Led a team of four project managers in executing budgeted change book of work of approximately $5MM. Provided Business Analyst and Project Management expertise to Operations Line. • Implemented STP process for the standardization and processing of Commissions and Fees in the Listed Derivatives back office settlements system. • Managed PMO for implementation of new processing flow for clearance of Credit Default Swaps through CME exchange to comply with Federal mandate of CDS clearing through an exchange.• Automated proprietary trading account set up between Global Book application and listed derivatives settlement system. Cash Securities Change Team• Decommissioned legacy application for Agency trade reconciliations. New application provided increased capacity, on line tools and full integration into target Securities platform.

• Led cash liquidity desk migration from Loan Operations area to ABCP Conduits servicing team.• Lead Business Analyst in Lehman Brothers integration. Reported weekly to senior management on integration progress and efforts. Coordinated efforts between Operations, IT and Front Office.• Analyzed and documented MIS process for US Operations Fixed Income KPI’s. Identified inefficiencies and manual steps in the process. Implemented automated solution reducing effort by 70%.

Securitized Products Front Office Business Analyst Team • Managed six direct reports. Team was responsible for: requirements, test planning, and release activities. • Implemented standardized framework for releases, covering all areas of the software development lifecycle.US Fixed Income Operations IT – Lead Business Analyst • Managed all enhancements/modifications efforts for team, including, requirements, test planning, and implementation. Project Management Office – US Operations IT Special Projects Team• Governed multi-stream, cross functional project that covered front, back and middle office technology teams as well as multiple business areas for the launching of a Broker/Dealer office in Mexico City. • Issued bi-weekly reporting project status and issues to Senior Management.• Maintained project costs and resources against budget.• Maintained project risk and issue logs. Keeping senior management informed of status as well as follow items to conclusion.• Planned, documented, and facilitated daily execution of end to end testing. This included the coordination of teams and activities spread out across Tokyo, New York, London, and Mexico City.

• Working within the Prime Services stream of business, successfully managed and delivered various trade capture re-engineering projects• Worked with Customer Service Desk and Operations in developing and documenting business requirements, workflows and processes.• Planned and Managed UAT Test cycles with users and IT developers.• Developed training materials for CSR desk and Operations. Planned and Coordinated end user training.

• Implemented new processing procedures that reduced processing time for market and transactional data by 300% in PAM Accounting system.• Standardized new and existing procedures and documentation.• Coordinated SAS 70 audit with external auditors.• Assisted with the implementation of new clients.• Managed the implementation of Bloomberg trade interfaces between client front office and State Street Insurance Services.

Within the umbrella of financial services, provided consulting services for front, middle, and back office operations of buy-side asset managers for both systems and trading operations.