Independent Financial Advisor firm delivering financial/investment and tax advisory services, driving through skillful strategic planning, fine-tuned consulting, and financial advisory services. Qualified Enrolled Agent (EA) in individual tax preparation and 1099 reporting areas.

Co-managed/Coordinated activities related to large-scale infrastructure projects/data center relocation and major (severity 1 and 2) Incident Management for Chubb’s franchise critical applications and infrastructure services in accordance with SLAs and OLAs in a large/complex enterprise environment with over 10,000+ nodes.• Major Incident/Project Manager: Drove and led the technical support teams investigating the incident to ensure all avenues of investigation were progressed appropriately… Show more Co-managed/Coordinated activities related to large-scale infrastructure projects/data center relocation and major (severity 1 and 2) Incident Management for Chubb’s franchise critical applications and infrastructure services in accordance with SLAs and OLAs in a large/complex enterprise environment with over 10,000+ nodes.• Major Incident/Project Manager: Drove and led the technical support teams investigating the incident to ensure all avenues of investigation were progressed appropriately and at a level of urgency via all aspects of technical and business incident bridge calls. Maintained timely senior management communications and performed appropriate escalation for the incident until service restoration was achieved; Increased on-time delivery of incidents and service requests from 85% to over 97% percent.o Ensured 100% network and application resource availability across the geographically dispersed infrastructure. Collaborated with local, regional, and global incident management teams to share people, processes, and technology knowledge.o Oversaw strategic projects to ensure system/solution health improvements and effective technical engagements, such as internal processes, solution quality, system stability, organizational alignment, and client behavior. Generated ad-hoc reports/briefings using reporting metrics to stakeholders to reflect the projects' and incidents' circumstances and progress; Effectively used metrics to measure and optimize support activities.o Recruited, developed, and shared knowledge in areas of expertise with junior staff members; Ensured all incidents were accurately documented within ServiceNow records.o Utilized monitoring software (AppDynamics, SolarWinds, Microsoft SCOM, and AT&T Data report) to identify and proactively correct infrastructure and application issues before they impact production, reducing application defects by 25% and defect resolution times by 20%. Show less

Managed 24x7x365 production and front-line technical support for Capital Markets sales and traders. Directed incident/change management, IT governance, operational readiness, application monitoring, release deployment, technical production support, disaster recovery, SLA achievement, and business continuity.• Incident/Problem Manager: Oversaw major IT or recurring systems incidents from initiation, workaround implementation, or 100% resolution. Provided 24x7 triage support and synchronized… Show more Managed 24x7x365 production and front-line technical support for Capital Markets sales and traders. Directed incident/change management, IT governance, operational readiness, application monitoring, release deployment, technical production support, disaster recovery, SLA achievement, and business continuity.• Incident/Problem Manager: Oversaw major IT or recurring systems incidents from initiation, workaround implementation, or 100% resolution. Provided 24x7 triage support and synchronized with resources and support teams across the organization to resolve critical incidents in accordance with SLAs and OLAs.o Reduced internal service Help Desk calls by 20% by managing trending/analysis reporting.• Change/Release Manager: Governed divisional change management policies and procedures for implementing technology changes to the production IT environment, including approval process, risk analysis/mitigation, technical documentation, communication plans, implementation/back‐out plans, and change calendar.o Served as the Change Advisory Board (CAB) Chair; Streamlined communication and consensus between IT teams; Achieved a 99% accuracy rate analyzing requests for change risk factors, schedules & critical paths.• Project Manager/Production Support: Managed the activities and personnel associated with providing systems-level support and troubleshooting for a large BNY Mellon – Markets Trading Floor at NY corporate headquarter and multiple remote offices in the tri-state area.o Applied project management principles to deliver on key program milestones by creating timelines, adhering to budgets, coordinating activities, and resources – remote office installs/relocations, hardware installations, networks, servers, or software upgrades and configurations.• Disaster Recovery Coordinator: Established and implemented Disaster Recovery & Business Continuity plans to ensure all applications and technology services are available within a short timeframe after a disaster. Show less

Managed desktop support functions for the Equity Trading Floor and an India-based Application Development Team. Supported 2,100+ Windows desktop PCs., 100+ Windows servers, Networks, Telecommunications systems, and software applications with a staff of 28+ onshore and offshore staff. Administered human resources activities.• Facilitated system development by preparing specifications for enhancement, testing, reporting, and supporting end-users in administrative activities; Prepared test… Show more Managed desktop support functions for the Equity Trading Floor and an India-based Application Development Team. Supported 2,100+ Windows desktop PCs., 100+ Windows servers, Networks, Telecommunications systems, and software applications with a staff of 28+ onshore and offshore staff. Administered human resources activities.• Facilitated system development by preparing specifications for enhancement, testing, reporting, and supporting end-users in administrative activities; Prepared test scripts, tested system changes, trained users, migrated 1,700+ Windows desktops, and cutover 1,200+ users’ data from Windows file/print server to NetApp Storage.• Led system implementations, upgrades/enhancements, and resolved complex data, systems, and interface issues.• Realized $51K in annual savings by building, managing, and developing a team of technical staff and vendor consultants.• Reduced surplus/obsolete inventory by $900K by developing inventory control processes in the business lines.• Successfully built, installed, and implemented ‘true parallel’ Disaster Recovery Equity Trading floor site for 400+ Equity Traders and Research Analysts via a remote location; Ran weekly tests against PC desktops, Windows servers & applications and conducted quarterly drill tests with Equity business users. Show less

Managed installation, administration, and support of Windows environments, including servers, workstations, and Microsoft Exchange servers. Monitored systems, network performance, usage, and troubleshot/resolved issues. Installed, configured new hardware & software, and implemented recent technologies to support the department’s Windows systems.• Spearheaded IT integration, enhancement, and technical support; Managed resources in defining objectives, workflow planning, investigating… Show more Managed installation, administration, and support of Windows environments, including servers, workstations, and Microsoft Exchange servers. Monitored systems, network performance, usage, and troubleshot/resolved issues. Installed, configured new hardware & software, and implemented recent technologies to support the department’s Windows systems.• Spearheaded IT integration, enhancement, and technical support; Managed resources in defining objectives, workflow planning, investigating solutions to business IT issues and tracking/resolving integration enhancement issues.• Ensured consistent, high-quality PC desktop support by monitoring human/financial resources.• Implemented and supported Windows in a Multi-domain environment; Monitored and optimized servers, systems/network configuration, disk/file management, policy governance, technical documentation, and training.• Reduced annual hardware maintenance contract costs by 40% by consolidating contracts and negotiating a single plan.• Introduced, designed, and implemented Citrix Metaframe/Load Balancing Thin Client technology with NetTier Win Terminals for single-point application management, service, and support to the Capital Market business unit.• Migrated 500+ Novell technology into Microsoft Windows environment; Transitioned the Lotus CC email system to Microsoft Outlook Exchange platform; Increased email quota by 5GB.• Upgraded 100+ market data terminals (Open Bloomberg, Reuters, Bridge, and ILX) into a Microsoft Windows desktop environment. • Led the Y2K project and directed software/hardware upgrades and audits, ensuring 100% compliance with no downtime. Show less