Patrick Geier Email & Phone Number

Greater New York City Area

Symphony* Collaboration Operations Service Manager (*Symphony (symphony.com) is a secure, extensible, cross-company, SAAS collaboration/social workspace platform. This implementation is a Cloud/On-Premise Hybrid solution that includes external content feeds, application integration, and mobile components.)Manages the day-to-day operations of the Symphony Collaboration platform. Responsibilities include:o Symphony platform administration o Platform maintenance and ongoing change/release management (application and server based)o End Users communications for CS Symphony implementations/releases o Level 3 platform/end user support and incident managemento Management reportingo Audit and compliance accountabilityo Project management in coordination with Business Owner, Product Management, Project Office, Engineering, and vendor staffo Chairing meetings with Business, IT and vendor (Monthly) and Operations/Engineering (Weekly) topics that include platform enhancements and maintenance, scheduling, budget, end user promotion/training, and provisioningo Managing the production readiness stream for the initial and ongoing implementations of Symphony o Developing and maintaining production implementation plans and support plans in coordination with Credit Suisse worldwide (Americas, Europe, APAC) Business, IT, GC, and Compliance resources. o Developing and maintaining Permit to Operate (PtO) requirements documents and checklists. o Developing and maintaining platform governance and operating models, and records management planso Developing and maintaining approved artifacts (build/maintenance books, run books, training materials, FAQs) created for platform operations and support for Symphony Cloud/On Premise Hybrid implementation. o Providing guidance for Symphony Engineering for implementation planning, Application/ API development framework for Symphony, and upgrades and new component testing

Greater New York City Area

Symphony* Collaboration Operations Service Manager (*Symphony (symphony.com) is a secure, extensible, cross-company, SAAS collaboration/social workspace platform. This implementation is a Cloud/On-Premise Hybrid solution that includes external content feeds, application integration, and mobile components.)Manages the day-to-day operations of the Symphony Collaboration platform. Responsibilities include:o Symphony platform administration o Platform maintenance and ongoing change/release management (application and server based)o End Users communications for CS Symphony implementations/releases o Level 3 platform/end user support and incident managemento Management reportingo Audit and compliance accountabilityo Project management in coordination with Business Owner, Product Management, Project Office, Engineering, and vendor staffo Chairing meetings with Business, IT and vendor (Monthly) and Operations/Engineering (Weekly) topics that include platform enhancements and maintenance, scheduling, budget, end user promotion/training, and provisioningo Managing the production readiness stream for the initial and ongoing implementations of Symphony o Developing and maintaining production implementation plans and support plans in coordination with Credit Suisse worldwide (Americas, Europe, APAC) Business, IT, GC, and Compliance resources. o Developing and maintaining Permit to Operate (PtO) requirements documents and checklists. o Developing and maintaining platform governance and operating models, and records management planso Developing and maintaining approved artifacts (build/maintenance books, run books, training materials, FAQs) created for platform operations and support for Symphony Cloud/On Premise Hybrid implementation. o Providing guidance for Symphony Engineering for implementation planning, aApplication/ API development framework for Symphony, and upgrades and new component testing

Greater New York City Area

• Established the first platform for records management at New York Life in 2004 that remains the foundation for electronic records capture (SEC 17a4), e-discovery, and supervision (NASD 3010)• Managed the Electronic Records Management (ERM) staff that provided support for the architecture, design, engineering, day-to-day operations, and maintenance of the ERM Infrastructure - Captured, indexed, and archived, 22+ million messages per month from 14 sources that include email, instant messaging, and social media - Met or exceeded performance targets of 97% of records archived within 24 hours, discovery performance service level agreements, and 48 hour litigation/regulatory data delivery targets - Managed 2 billion records that supported over 23,000 annual legal and compliance discovery/e-discovery searches and daily supervision reviews of email - Reduced discovery costs by 70 million dollars on an annual basis - Supported record hold orders and provided defensible deletion processes - Managed 7 million dollar budgets, budget forecasts, vendors, contracts, RFPs, and solution proposals - Designed, developed, and implemented new records capture, management, hold, and disposition processes - Developed and presented a monthly executive management platform performance and service level agreement results scorecard • Worked in close collaboration with Corporate General Counsel, Compliance, Records Management, and Business areas to provide technical leadership, subject matter expertise, data management insights and design consulting as SEC 17a4 Compliance Remediation Architect, eMail Deletion Architect, and as part of committees and task forces in response to compliance with SEC 17a4, NASD 3010, CAN SPAM, HIPAA regulations.• Managed the architecture and engineering teams supporting Messaging including eMail and Mobility, Enterprise Search (Google), Enterprise Content Management, Web Content Management (Vignette), and Collaboration.

Greater New York City Area

DBA Manager (2000-2003) - Led the implementation of the Corporate Data Warehouse (CDW) database platform, and provided data models, data maintenance plans, data usage reviews, platform performance analysis in support of 20 business releases and 5 infrastructure upgrades Data Architect (1998-2000) Led the data architecture, data modeling efforts, and initial data mart builds that were the precursor to the implementation of the Corporate Data WarehouseIRM Director (1989 – 1998) - Led the database technical team supervising 5 DBAs supporting the database design, development, implementation, and technical support for various for IDMS and DB2 based business applications.

New York, Ny

Project Manager/Database Administration - Planned and directed the activities of a Database Analyst/Administrator staff of five in support of database administration, operational, technical and design support services. Senior Database Administrator - Planned and executed database design, technical and operational support tasks for ten online and batch database applications.

Greater New York City Area

Senior Systems Officer/CBS Project - Provided database administration, operational, technical, and design support services as a Database Administrator for the Consumer Banking division.

New York, Ny

Systems Engineer/Database Software Group - Provided general database technical support and support of other non-database systems and software as a Database Analyst/Systems Programmer