Phil May Email and Phone Number
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Strategic technology leader with over 26 years of experience in the financial services sector. Expert in leading complex regulatory change portfolios and large-scale global transformation initiatives. Proven ability to partner with C-level executives to plan and execute digital strategies with a comprehensive understanding of capital markets, trading, client data, and analytics. Superb execution record realized through engineering background, robust program governance and comprehensive risk management.
Bank Of America Merrill Lynch
View- Website:
- bofaml.com
- Employees:
- 23988
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Portfolio Delivery Manager For Regulatory ReportingBank Of America Merrill Lynch Jan 2019 - PresentResponsible for the entire global transaction reporting change portfolio, successfully delivering major regulatory projects on time alongside in-year change control and future year planning.Led numerous, significant global regulatory initiatives, including SFTR (2020), CFTC Rewrite (2022), JFSA (2024), and EU EMIR Refit (2024).Established a collaborative management style, effectively leading global teams and fostering best practices.
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Senior Delivery Lead / ConsultantBank Of America Merrill Lynch Dec 2016 - Dec 2018Partnered with the CIO to establish the technical strategy for regulatory reporting across 3500 obligations.Advised and mentored new teams in developing a new regulatory reporting platform, successfully delivering on MiFID II obligations.Established a strategic analytics platform, improving management information processes and removing manual overheads.
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Head Of Ib Sales And Crm TechnologyUbs Jun 2010 - Dec 2016I managed a portfolio of technology programmes with overall leadership of 100+ staff across 5 locations. Alongside management of the programme financials, I was responsible for the Bank’s CRM platform and strategic reporting and analytics platform which is critical to the day-to-day operation of 5,000+ sales and research professionals. I led the design of a 3-year technical roadmap, that featured a significant overhaul of our existing architecture, to position our platform to take advantage of emerging analytical trends and marketing techniques that aligned with business strategy. -
Crm Programme ManagerUbs Investment Bank Jun 2008 - Jun 2010Programme Manager responsible for the Investment Bank's Equities CRM system. I managed a US $10m+ change transformation across three major project streams, which included a project to decommission satellite CRM systems and converge onto one IB platform.I reshaped the development teams and established a modified release process to ensure on-going user engagement through fortnightly incremental releases. This proved key to securing on-going funding during a time where the major project streams had longer-term strategic deliverables.
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Business AnalystUbs Investment Bank Feb 2008 - May 2008Business analyst responsible for redefining the Research distribution process. Following a series of stakeholder workshops, user interviews and feedback, I created and presented a long-term vision with high-level requirements and a series of options for phased delivery / investment profiles to the CTO and stakeholders.
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It Project ManagerUbs Investment Bank Dec 2005 - Jan 2008Project managed from inception the successful delivery of a strategic data warehouse platform to deliver insight on our clients. Capturing a large number of data sources from within and outside of UBS to support the analytical client relationship management functions of the Equities front-office business areas. The success of the project was widely recognised after surfacing modelled client interests from the DWH into an operational CRM environment for Sales and Research.
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Software EngineerUbs Investment Bank Sep 2001 - Nov 2005
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Graduate TraineeUbs Investment Bank Aug 1999 - Aug 2001
Phil May Skills
Phil May Education Details
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Computer Systems Engineering
Frequently Asked Questions about Phil May
What company does Phil May work for?
Phil May works for Bank Of America Merrill Lynch
What is Phil May's role at the current company?
Phil May's current role is Portfolio Delivery Manager at Bank of America Merrill Lynch.
What is Phil May's email address?
Phil May's email address is p.****@****net.com
What is Phil May's direct phone number?
Phil May's direct phone number is +121288*****
What schools did Phil May attend?
Phil May attended The University Of Manchester.
What skills is Phil May known for?
Phil May has skills like Investment Banking, Business Analysis, Digital Strategy, Analytics, It Project And Program Management, Agile Methodologies, Portfolio Management, Exchange Connectivity, Structured Products, Financial Markets, Senior Stakeholder Management, Data Mining.
Who are Phil May's colleagues?
Phil May's colleagues are Jesse Villarreal, Cameron Athy, Catherine Teh, Jonathan Bagby, Maria Ebeling, Eddie Lopez, James O'hara.
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