• Reliable project manager offering a proven record of success leading all phases of diverse technology projects on time;• Business strategist; plan and manage multimillion-dollar projects aligning business goals with technology solutions to drive process improvements, competitive advantage and bottom-line gains;• Excellent communicator; leverage technical, business and financial acumen to communicate effectively with client executives and their respective teams.• Performed project management responsibilities relating to information technology infrastructure implementations, upgrades, conversion and recovery;• Proven ability to produce high-quality deliverables that meet or exceed timeline and budgetary targets;• Key decision maker in determining, approving and authorizing changes to project scope and demonstrating organizational and cultural intelligence in decision making;• Directed cross-organization teams, formulating vision and strategy and develop policies based on emerging business needs;• Established creative solutions to circumvent significant problems deterring from meeting key client deliverables;• Implemented timely, well-reasoned decisions, analyze and balance fact based analysis with intuition, information and experience;• Corresponded regularly with risk managers and other key stake holders to gather statistics, prepare project status documents, provide project expectations, and demonstrate products with clear communications and reliable follow-through;• Spear-headed environment issue resolution with support teams;• Composed and presented Bi-Weekly and Quarterly Summary reports at senior management review meetings;• Orchestrated the team to utilize the Agile process to improve project quality and schedule;• Collaborated with multiple business departments globally to achieve a successful implementation.

Project Manager: Responsible for business plan and development of mid and back office operations for new fixed income trading desk.

Traded equity securities for commercial banks, insurance companies, hedge funds and investment advisors providing best execution while managing relationships. Also responsible for cross selling effort including algorithmic trading systems, Prime Broker services, derivative products, convertible bonds and new issues. Successfully established trading relationships with institutional clients whose revenue increased from ~$50k to ~$1mm within 18 months;Established 10+ new trading relationships for Lehman Brothers Boston office;Worked with product and technical development teams on Beta testing trading systems which provided clients access to Lehman's algorithms, analytical systems and trading platforms across equities and fixed income products; Spearheaded relationship management through cross selling effort, resulting in one customer trading ~$1mm in ETFs and options; introduced several prime brokerage opportunities; established communications between capital markets area and customers willing to trade 2mm+ share block trades;Managed risk, liquidity and market exposures with institutional accounts for the firm;Enhanced and grew relationships with existing clients through the proactive identification of client needs as well as being accountable for client satisfaction;Delivered customized value-added technical, market and quantitative analysis for traders at select accounts;Coordinated syndicate book for Institutional Equity Desk.

Managed a staff of ten responsible for processing and settlement issues in Equities, Corporate, Government and High Yield bonds, Money Markets, Emerging Markets and Mortgage Backed Securities including compliance, internal audits, new accounts and customer satisfaction. Contacted vendors regarding issues with their products. Represented the Boston office in meetings with senior executives in New York and across client accounts. Influenced key business initiatives, through data analysis and input from new strategic partners, having a bottom-line impact within operations; restructuring job descriptions and clarifying responsibilities, leading to a ~50 percent reduction in errors and saving an unquantifiable amount;Added to sales revenues by influencing trading decisions through superior operational ability;Streamlined operations to ensure compliance with internal and regulatory guidelines;Established regular communication channels and protocols between Boston operations staff at clients' and Lehman's NYC operations and trading teams;Led effort to integrate operations staff into sales teams and established mechanism for operations staff to pursue a sales career path. As a result, four team members assumed full-time sales roles during this period; Contributed to developing systems to make the processing and settlement of trades more cost and time efficient via the Beta testing of new systems, streamlining trade process from execution to booking and settlement;Evaluated performance and determined performance-based compensation;Hired and trained new employees in systems, compliance, settlement procedures.

Sold U.S. Treasuries, Agencies and Corporate Bonds to commercial banks, insurance companies and investment advisors primarily in the Boston Area;Delivered customized value-added technical, market, economic and quantitative commentary for traders on select Boston accounts;Provided yield curve analysis and swap ideas to enhance customer performance

Responsible for providing market information, researching swap ideas, historical evaluations and trade settlement for two senior Government salesmen;Liaison between Government sales and other Fixed Income sales personnel;Provided back-up coverage to senior sales traders on priority accountsMoney Market Sales & Support