Peter Stonecipher Email & Phone Number

New York City Metropolitan Area

New York, New York

Greater New York City Area

• Senior Business Analyst within the FICC Technology team responsible for regulatory transformation initiatives.
• Defining data mapping and reporting requirements for Volcker and Reg W purposes, from data ingestion through to dashboard and reporting end states.
• Defining and implementing aggregated database specs covering the suite of vendor platforms (Calypso, Wall Street, Imagine, Murex, TraderEH) utilized by the Capital Markets business for all its FX and Derivatives.
• Collaborating with the business on its BPM tool and operating model requirements, which will provide MIS to senior management to review and approve FRB filings.

Greater New York City Area

• Lead Project Manager on behalf of the Compliance department. Leading efforts within the FBO IHC program on a change the bank context and establishing Day 1 readiness under the new Enhanced Prudential Standards issued.
• Coordinating efforts across Risk Assessments, Compliance Testing, Training, Monitoring, Surveillance, Regulatory Adherence, Anti-Financial Crime, Corporate Governance, Risk Management and Regional Finance to define and.
• Defining future state operating model for BHC Compliance to manage and monitor all compliance risks across the combined US Operations. Leveraged multiple enterprise wide program deliverables (such as BASEL III and.
• Overseeing two analysts performing project management tasks including: maintaining Sharepoint project status; updating, tracking and closing entries in the RAIDD log; maintaining accurate Critical Path reporting.
• Coordinating efforts between Compliance and Anti-Financial Crime to write program documents: the Risk Appetite Statement; The Risk and Capital Profile report; Level Three Compliance Framework Policy and the Program.

• Senior member of the Global Business Transformation team that supports the Private Bank, JPM Securities and Private Client Direct lines of business. Responsible for defining operating models, leading business process.
• Performed current state and optimization analysis of the firms’ maintenance and use of client data. Identified remediation opportunities and tactical changes needed for improved client and advisor experience and.
• Defined the future state operating model for a new role sitting within the integrated sales team, to act as lead for all client on-boarding and KYC activities. Framed out and prepared a pilot working group within.
• Spearheaded the analysis, funding and definition of a global content approval and publishing workflow program. The three components of this multi-year global initiative included:o New policies and procedures definition.

• Citi Private Bank
• Led work stream to define and implement global asset class taxonomy within the regional databases and used by the reporting platforms, based off of the CIO schema with regional tactical interpretations.
• Relationship Manager to Citi Private Bank regional sales personnel responsible for gathering, prioritizing and defining client reporting requirements for servicing needs and for client facing reporting.
• Oversaw definition, construction and roll out of bank’s most prominent set of reporting tools, which measures manager attribution and portfolio characteristics for the Ultra High Net Worth client segment.
• Spearheaded CPB’s adoption of a firm-wide initiative for portfolio risk measurement and reporting. Compiled data and created a daily interactive report that is systemically generated and pushed to sales force.

• Investment Marketing
• Developed and published GIC Playbooks, which combined the tactical calls of the CIO's economic and investment team, with the breadth of product offerings available to all investment professionals. Conducted monthly.
• Senior Registered Principal in Marketing group, overseeing and approving the majority of investment material for use with clients. Pieces ranged from product collateral to one-off client communication templates for.
• Acted as marketing and editorial lead to the Strategic Asset Allocation department, helping usher through research documents, white papers, and position the firm’s proprietary asset allocation methodology in the sales.

• Citi Global Wealth Management
• Managed a team of 6 Vice Presidents and 2 Analysts, responsible for writing and implementing strategic enhancements to the Private Bank’s global, internal service and client reporting platform. Resolved development.
• Chaired monthly global COO meetings to prioritize, budget, and roll out periodic upgrades to the Client Reporting application.
• Drafted and vetted business requirement documents to user groups and project team stakeholders - including the technology team responsible for implementation - and managed the editing and change control process of that.
• Developed and managed UAT plans for regional rollouts of the new client reporting application for the US/ Latin America. Delivered and oversaw UAT plan and execution at Singapore office.
• Customized requirements gathering and UAT script writing to fit conversion of Europe's reporting system, including Swiss specific bylaws. Spent 4 months onsite in Zurich interviewing and documenting gap analysis.

• Managed month end statement rendering process for retail brokerage clients from database coordination states, through accounting and threshold break checkout. Saw process through to image rendering, printing and.
• Designed and developed Client Reporting products, including monthly statements and adhoc desktop reports for client reviews. Coordinated information technology and programming teams to write specs, build, test and.
• Created web-based tools for sales to perform account maintenance, and a checks and balances system that enables the client services team to perform monthend account checkout.
• Produced statistical and trend analysis of monthend production data to measure account growth, scalability, timelines and efficiencies within the statementing process.

Executive Education, Management

Education record