• Contribute proficiency in investment performance for successful POC project using new cloud technology for Wealth Management Performance Reporting Application• Collaborate with Business Requirement Leads to determine appropriate test coverage, test scenarios, and exploratory testing strategy based on business requirements• Assisted in User Acceptance Testing

Strategic Client Reporting – Wealth Management. Project managed enhancements to the Strategic Client Reporting application.• Assembled software/business requirements from small to large size projects with business groups to ensure alignment with development teams• Facilitated weekly meetings with relevant stakeholders to identify issues and risks, explore potential solutions and communicate status and high level reports to all stakeholders• Gathered work estimates from all teams to create project budget• Managed all project life cycle including assessment and execution of IT delivery and process improvement• Coordinated with business and development teams to prioritize application defects, monitor QA and UAT testing and closure to provide support for production implementation

PLX Performance Reporting – Wealth Management. Led a team of 3 onshore & 4 offshore developers while directing small to medium size projects.• Saved over $15,000 in daily computing costs by managing the decommissioning of PLX mainframe performance calculation engine application, ensuring no disruption to the production environment through smooth transitions• Spearheaded the integration of Smith Barney performance data into Morgan Stanley as retail performance-reporting SME• Directly managed the efforts of converting Morgan Stanley Private Wealth Management accounts into the Global Wealth Management Performance Reporting platform

PLX Performance Reporting – Wealth Management• Reduced CPU usage between 25-60% by initiating comprehensive analysis of existing modules and processes, optimizing performance through modifications• Re-engineered UMA account processing in PLX, resulting in over 6 processing hours saved during account rebalancing

PLX Performance Reporting. Develop enhancement and provided production support to the application.• Participated in the successful addition of over 1.5 million brokerage accounts to performance reporting creating added value for Financial Advisors• Added annuity, 529 and alternative investment products to account performance calculation and provide reporting to more accounts• Automated job submission schedule of Quarterly Performance Reports resulting in shortened process time and enabling reports to be mailed over to over 300,000 advisory up to 2 days earlier