Manish Patel, Cfp®, Ea Email & Phone Number

Monroe, New Jersey, United States

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.

Whitehouse Station, New Jersey, United States

• 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.
• 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.
• 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.

New York City Metropolitan Area

• 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.
• 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.
• 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.
• 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.
• 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.
• 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.

New York City Metropolitan Area

• 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.
• 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.
• 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.
• 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.

New York City Metropolitan Area

• Managed installation, administration, and support of Windows environments, including servers, workstations, and Microsoft Exchange servers. Monitored systems, network performance, usage, and troubleshot/resolved.
• Spearheaded IT integration, enhancement, and technical support; Managed resources in defining objectives, workflow planning, investigating… Show more Managed installation, administration, and support of Windows.
• 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.
• 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.