Megan Perry Email and Phone Number
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Proven track record in the Financial Services industry with 20+ years of experience spanning across the Finance, Risk, Product and Technology divisions. Her leadership along with specialized skill sets surrounding process improvements, agile methodology frameworks, and strategic delivery execution has proven positive results resulting in her current position as the SVP, Program and Portfolio Management at LPL. She has been with LPL for over 5 years but previously was at BNY Mellon where she ran the Trading and Client Relationship Management Teams within the Wealth Management Technology Space. She obtained her Bachelor of Science in Business Administration in Information Technology from Colorado Technical University College.
Lpl Financial
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Senior Vice President, Enterprise Portfolio Planning & ManagementLpl Financial Aug 2021 - PresentSan Diego, Ca, UsEnterprise Portfolio Management, Demand Management, Delivery Management & Execution, Financial Reporting, Metrics Management
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Senior Vice President, Investor & Advisor TechnologyLpl Financial May 2020 - Jul 2021San Diego, Ca, Us
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Vp Of Development, Investor & Advisory SystemsLpl Financial Jan 2018 - May 2020San Diego, Ca, Us
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It Application ManagerBny Mellon Oct 2015 - Jan 2018New York, Ny, UsIT Application Management for the Portfolio Management & Trading Platforms within Wealth Management Client Technology Solutions group. Responsible for strategic direction and overall support required for a portfolio of products including Longview Trading System (LVTS), Charles River, BASIS, Client Presentations, Axioma, Baseline/Thomson One, and StatPro. -
Program Manager/Project Manager Iii/ Vice President, Wealth Management TechnologyBny Mellon Oct 2007 - Oct 2015New York, Ny, Us- Program and project management for the Portfolio Management and Trading and Client Relationship Management groups from inception through completion on time, within or under budget, and in support of business goals and objectives.- Distribution of detailed project reports using Microsoft Project and PPM, cash flows, software capitalization issues, resource rate redirection, RFI, and Offshore- Negotiation and administration of vendor contracts and Statement of Work for assigned projects. - Compliance with BNYMellon’s Project Management Office Project Quality Assurance Process.- Facilitation of weekly status meetings to ensure project schedules are not impacted and accurate and that team environments hold strong and continue with an open communication - Continual Vendor Management and Reporting - Project Status Reporting to upper management and Project Sponsors- Creation of process improvements as found during course of project executions
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Project Manager/ Actuate Developer/ ConsultantCiber Jun 2007 - Oct 2007- Provide project management duties including creation and utilize of functional requirement specifications to document technical specifications, unit test plans, system test plans and UAT Plans for each active project.- Application programming using Oracle PL/SQL and Visual Basic, Toad, SQL+, Actuate ERD Pro and Actuate E-Spreadsheet.- Facilitation and moderations of meetings with business project teams to keep open communication and ensure all work is understood, clear and agreed upon between all parties involved
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Project Manager/ Application Developer Ii/ Vice President, Client Relation Management GroupBank Of America Jun 2006 - Jun 2007Charlotte, Nc, Us- Provided project management compliance of assigned Bank of America Six Sigma project requirements- Application programming by means of Oracle PL/SQL, UNIX Shell Scripting and Autosys - Continual on call and production support of all existing batch processes. - Responsible for monthly release meeting, attendance and continued interaction with team members for weekly code reviews of current changes for future implementations and project status meetings -
Project Manager/ .Net Asp Developer/ Consultant, Signature ConsultantsWachovia Jul 2005 - Mar 2006- Provided project management compliance as assigned Wachovia SECDM project requirements - Application programming by means of Oracle PL/SQL, HTML, XML, VB Script, ASP, ASP.Net, Actuate, UNIX Shell Scripting and Autosys - Assisted with daily statistics and maintenance to maintain minimal downtime windows for business groups.- Assisted with implementation and creation of first Actuate 8.0 report which links to the 1RMC ASP Credit Risk Application - Attended and interacted with code reviews of current changes, status meetings and business meetings on a weekly basis
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Senior Project Coordinator/System Developer I / Assistant Officer, Global Securities Systems DepartmMellon Financial Apr 2000 - Jul 2005Us- Worked with project managers and assisted with distribution of project required reports, cashflow analysis, and Satement of Works throughout the department.- Maintained compliance with CMM level 3 requirements.- Worked with project team in all aspects of upgrade from Actuate 5.0 to Actuate 7.0 (Implemented 5/8/04). Estimated and created technical specifications for upgrade from Actuate 7.0 to Actuate 8.0 (project to officially begin 11/2005).- Assisted in the upgrade of Harvest Repository. Assisted team in testing of new versions of developmental software for various departments.
Megan Perry Skills
Megan Perry Education Details
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Colorado Technical Univeristy CollegeInformation Technology
Frequently Asked Questions about Megan Perry
What company does Megan Perry work for?
Megan Perry works for Lpl Financial
What is Megan Perry's role at the current company?
Megan Perry's current role is Senior Vice President, Enterprise Portfolio Planning & Management | Investor & Advisory Technology.
What is Megan Perry's email address?
Megan Perry's email address is me****@****lon.com
What is Megan Perry's direct phone number?
Megan Perry's direct phone number is +141249*****
What schools did Megan Perry attend?
Megan Perry attended Colorado Technical Univeristy College.
What skills is Megan Perry known for?
Megan Perry has skills like Vendor Management, Quality Assurance, Risk Management, Program Management, Process Improvement, Business Process Improvement, Change Management, Requirements Analysis, Crm, Business Analysis, Management, Project Management.
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