Product Owner responsible for the build of applications within a Documentation Management Tool suite used to capture Legal, KYC (Know Your Customer), Party and other documentation types.• Managed the build of a Taxonomy application following the Agile Scrum methodology, which resulting in a 50% reduction in effort required to model/activate new agreements types, metadata, complex business rules and deployment of changes between environments.• Partnered with stakeholders to perform analysis/design/build regarding requested enhancements, and subsequent deployment to production in order to support regulatory, application decommissioning and/or external project needs.• Led monthly Taxonomy production releases, coordinating efforts across Operations, Technology and Legal teams through all phases of the delivery lifecycle.• Facilitated regular Project Control Committees as Taxonomy SMEs, interacting with IT, Legal, Risk & Compliance concerning Taxonomy related document processing.Product Owner responsible for Document Management Tool enhancements required to support a multi-year Party Central Reference Data program.• Led brainstorming sessions to assess program impact to the Document Management Tool suite.• Facilitated design discussions with Agile feature teams to define/prioritize JIRA stories and provide work estimates.• Participated in the budget planning process, providing funding necessary to support projected stories.• Delivered JIRA stories into production which adapted the new Party and Account Model, resulting in a decrease in incorrect booking of trades by 30%.Automation ExpertIdentified areas of inefficiency within the overall team, and automated manual repetitive efforts using VBA and Alteryx. Technical Tool Expert:Team SME providing expertise, guidance, training and assistance with the implementation of technology tools such as Alteryx, SharePoint, Infopath, SQL and Business Objects.

Project manager responsible for leading the migration of legal agreements onto a new strategic platform, and guiding 40+ dependent applications to transition successfully.• Performed analysis, design and build to enable capturing of client Trade Delegation data on a new target platform, reducing Operations data input effort by 50% and increasing overall data quality.• Led team responsible for migrating 15K funds over 2K legal agreements with a data quality error rate of < 1%.• Supported 15 dependent applications through weekly working group meetings, providing education and guidance required to consume data from the new application.Product Owner - Taxonomy• Led Agile effort and established a service-based document taxonomy consumed by multiple capture systems across CIB. • Managed monthly Taxonomy production releases, coordinating efforts across Operations, Technology and Legal teams through all phases of the delivery lifecycle.• On boarded additional LOB (Line Of Business) document types and metadata into production, adhering to established procedures, controls and governance.• Managed a firm wide library of metadata consumed by multiple capture applications, which included continuous optimization of terms for document search and retrieval.• Monthly production of innovative reporting and metrics tools needed to monitor data integrity issues across the organization.Led a team responsible for migrating Legal agreement documents over to a vendor product (Exari). • Partnered with members of the Legal team and identified similar contracts which were candidates for consolidation using Exari smart templates.• Consolidated 500 Legal agreements down to 100 using application smart logic reducing contract language maintenance by 30%, and enabling instant contract generation using a wizard approach.Sharepoint• Created workflows to automate the Standard Operating Procedure process, and weekly project scorecard generation.

Document Assembly Software SelectionResponsible for completing a software selection effort focused on evaluating vendor products in the Document Assembly and Contract Negotiation space. • Engaged Gartner to assist in the identification of the top Document Creation players in the Gartner Magic Quadrant.• Selected 3 vendors to evaluate, and created a scorecard composed of 150+ key business and technological areas in which to assess each potential candidate on a scale of 1-5.• Conducted in house Proof of Concepts, each requiring quick acquisition of hardware, operating system installation, and vendor software configuration. POC's were focused on assessing the ease of the installation process, test driving the application from a feature and function perspective, and writing applications which consume the vendor products API in order to assess capabilities.Document Assembly Software Implementation• Negotiated a statement of work with the vendor (Exari).• Worked with the vendor and the internal JPMC feature team to plan, design, and deploy infrastructure required to support Exari.• Led workshops with the Product Owner and feature team to define/prioritize technical and non-technical stories in JIRA.• Partnered with the JPMC Operate Team to define and complete deliverables required to promote Exari to the production environment.• Served as the primary contact with the Information Risk Management Team to conduct initial risk assessments, and document/remediate existing breaches.• Responsible for escalating product bugs/enhancements to the vendor and determining the priority/timeline for their release.• Member of the Exari Agile team responsible for completing JIRA stories, and conducting showcases to the Product Owner.• Leveraged the vendor Power Author tool, to convert Legal agreements into smart templates.

Datastage StandardizationEffort focused on establishing IBM’s Datastage as the standard ETL tool for Client Services.• Organized and provided training to an onshore/offshore ETL team in Datastage bets practices for development and deployment.• Managed a development team responsible for converting 30+ ETL jobs over to Datastage resulting in a reduction in execution time by 75%, and overall ongoing maintenance.Datastage 8.1 Infrastructure Build Responsible for coordinating efforts with IBM Professional Services, and JPMC’s internal GTI (Global Technology Infrastructure) teams to define the Datastage infrastructure requirements, procure necessary hardware and software, and build out multiple environments to support Datastage as a production ready tool for the Client Services team.Served as primary contact with IBM Vendor during planning, design and implementation phases• Served as primary contact with GTI resources, defining and managing tasks within the overall project plan• Provided testing resources to validate software configuration against acceptance criteria in all environments (Development, QA, UAT, Production, Distaster Recovery)• Responsible for leading Datastage Disaster Recovery failover exercise pre-productionPegasystems BPM Project ManagerLead multiple Client Onboarding BAU Enhancement workflow projects using Pegasystems BPM platform. Responsible for entire phase of software development effort from project inception to production deployment, including post production support and issue management.• Facilitated meetings with Technical Leads for upstream/downstream applications with dependencies on Client Services releases• Worked with key members of the business to plan releases, define and document requirements, plan and execute UAT, and obtain production readiness sign-off

BPM (Business Process Management) Center of ExcellenceTechnical Lead of a team responsible for setting standards and providing guidance for developing and implementing workflow applications based on the Metastorm vendor product. Served as the Application Development Manager/Chief Architect responsible for deploying the global BPM solutions built by the BPM COE. Global Fax Workflow Application: Technical Architect and Lead responsible for designing, building and deploying a Global Fax Workflow solution for JPMC’s Custody business. • The Global Fax application reduced risk through better control and accountability, provided better transparency and reporting, and increased throughput of Fax Processing 50% through automation.• Facilitated discussions between business analysts, and business users to understand and document application requirements• Engaged existing Technology teams to leverage common components where applicable (i.e. Fax capture tool)• Managed team composed of onshore and offshore consultants during all phases of the software lifecycle• Led application design sessions, created and reviewed technical design documentation• Primary contact with vendors to communicate project needs, and obtain support for product issues/deficiencies• Designed and developed key components of the application in Metastorm /SQL Server 2005• Engaged Performance Testing and Network Teams to execute various tests to assess application performance and latency, and fine tune application components for better performance where applicable.

Private Equity Fund Services (PEFS)Applications Development Manager reporting directly to the CIO, responsible for delivery and maintenance of key client based applications for the newly formed Private Equity Fund business. • BPM Client Portal: Led a team to create a web-based workflow application for external clients utilized to communicate Corporate Action events and Treasury transactions to PEFS.• Employee Onboarding: Led a team which created a Pegasystems workflow application which automated manual activities that are required during the new user onboarding process resulting in a 70% savings in effort.• Treasury Automation: Project Manager/Technical lead responsible for implementing straight through processing to replace the existing manual Wire Transfer procedures. The effort resulted in a savings in effort of 75%.• Client Scorecard: Project Manager/Technical lead responsible for building a workflow solution which generated quarterly Client Scorecards for Relationship Managers.• Portfolio Review System: Project Manager and Technical Architect responsible for the design, build and deployment of a Portfolio Review System web based application, used by Investment Professionals to valuate private investments.• Investment Questionnaire: Project Manager and Technical Architect responsible for designing, building, testing and deploying a Pegasystems application used to process Investment Questionnaires.