Responsible for requirements, systems analysis, and project management for system initiatives and enhancements to a suite of client facing web applications and other strategic initiatives for Global Relationship Management and Global Business Development.

Responsible for defining, leading and managing high-impact projects within the IT department.• Defined roles and responsibilities for the Business Analysis group; hired, trained, and mentored a team of business analysts.• Led the launch of the Common Trust Hedge Fund, including project planning, cost-benefit analysis, requirements gathering, and vendor analysis.• Implemented a new account structure to report fiduciary responsibility to the FFIEC and mitigate exposure to unmanaged assets.• Initiated and managed a project to prevent double-counting of assets on client statements and FFIEC reports.• Directed projects related to the implementation of SunGard Global Plus trust accounting system, including risk identification and removal of legacy dependencies.• Managed initiatives to segregate assets for cash management and performance purposes, and introduced new asset classes for the Investment department.• Integrated the Alternative Assets department with enterprise database and tools, enhancing tracking and reporting capabilities.• Redesigned the Marketing department’s event planning process with a new web-based application and reports.• Acted as the primary business sponsor for Siebel CRM implementations, integrating contact information with Outlook and coordinating system upgrades.

Led new initiatives to integrated the Account Opening application with CRM to streamline the KYC process and improve data integrity, designed an Outlook add-in to seamlessly integrate with the Document Management System (DMS), collaborated with technology partners on CRM enhancements, utilized CRM data for personalized communications, and provided extensive training and support to increase user adoption of CRM and FileNet DMS.

Collaborated with the relationship management and business development teams to increase user adoption of Customer Relationship Management (Siebel) and Document Management Systems by planning and executing the initial rollout, defining support roles and processes, providing comprehensive user support and training, managing production issues, coordinating with developers, and implementing document filing protocols.

Responsible for testing and reporting status on major components of a firm-wide CRM (Siebel) implementation. Developed training programs and facilitated instructional sessions.

Consulting assignments with Goldman Sachs• Quality Assurance Lead for the Institutional Portal, overseeing QA processes, test case development, defect management, and production support for an Institutional Equity, Fixed Income, and Investment Research trading and information web-based system.• Senior Quality Assurance Analyst for a CRM application, managing test planning, execution, defect tracking, and user support for a centralized web-based trading system supporting various financial products, portfolio reporting, and market news access.