Program Manager / COO for the Traded Products group within Reference Data Technology. The applications within Traded Products are the Approved Data Sources for Global Banking & Markets, sourcing and providing the "golden source" trade, position, transaction, and risk data across Bank of America.As Program Manager / COO, responsibilities includes overseeing all projects across the group (175+ resources, $25M+ budget) and collaborating closely with Program/Project Managers, Product Owners, Technology Partners, and Enterprise teams across the Bank to drive execution of business/technology strategies and initiatives. Additional responsibilities include strategic planning, executive communications, program management reporting, metrics tracking, roadmap development, initiative planning, issue/risk escalation, and related business management (financial / resource management) functions.

Member of the management team responsible for aligning business strategy and key business processes into an optimized operating model through technology automation, strategic project initiatives, and participating in client conversion initiatives.

Manage all Global PMO functions for State Street's Middle Office Outsourcing Client Ooarding organization, including oversight for all client onboarding programs, management reporting, processes/standards, budgeting, financial management, resource management, compliance, and other operational aspects of the organization.

Client Program Executive managing the onboarding of a large global investment manager onto the State Street Middle Office processes/platforms from service definition to post-conversion, coordinating delivery of business and technology change across the organization along with integration activities of clients.

Senior Service Delivery Manager, operating as the primary technology point of contact between the GWIM Risk business group and IT organization, responsible for end-to-end technology delivery and relationship management for GWIM Risk. Managed $10M+ project portfolio, providing technology solutions to address credit, market, and operational risk and reporting for GWIM Risk.

Partnered with a broad range of clients across financial services with a focus on Wealth/Asset/Investment Management to deliver business and IT solutions. Select examples of projects include creating future state operating models, managing large scale integrations, and designing new business processes.

UMT Consulting Group is a management consulting company that specializes in Project/Program and application portfolio management as well as high value management consulting services. Staffed at a large Private Bank to lead the reengineering of the busines processes to provide a scalable solution to offer Third Party Investments (Separately Managed Accounts, Mutual Funds, Alternative Investments) to all clients of the Private Bank.

Business Analyst/3rd Level Production Support - responsible for supporting entire New York Global FX application environment that supports FX pricing, trading, dealer decision making, risk, analytics, and electronic trading.

Utilize firm capital to perform proprietary equity trading, utilizing multiple strategies including technical analysis, quantitative analysis, long/short, basket trading, market analysis, economic data, and rebalancing.

Participated in sell-side/buy-side engagements; performed strategic analyses, identified/evaluated potential acquisition targets and buyers, conducted due diligence, performed target valuations, met with Venture Capitalists and client management.

Completed 3 year highly selective Technology Leadership Program. Rotations included: 3rd Level Application Support Team Lead for the Sydney Equity and Fixed Income trading desk, Project Manager for a major technology integration of a large Canadian bank, and Analyst for the International (Latin America and Canada) Network Engineering team.