• Developed and implemented solutions to integrate applications across the enterprise environment including multiple Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Supply Chain, Asset Management Solutions, and Workflow Applications. • Manage cross-functional projects in collaboration with internal and external business partners within time and budget. Ensure that resources are planned out to achieve set results and establish a control mechanism to track projects’ success rate post implementation.• Drafted Request for Proposal (“RFP”) documents to third party software vendors and managed the vendor selection process.• Led business requirement gathering sessions with over ten different departments in seven locations utilizing Lean Six Sigma best practices.

• Managed over 40 projects to successful completion including timelines, work packages, and budgets.• Wrote requirement documentation for over 50 in-house software development projects ranging in duration from two weeks to one year.• Created and delivered training for over 100 staff members both in person and online.• Mapped data between distinct models of internal and external system for systems integration and conversion projects.• Coded SQL stored procedures to automate extract transfer and load (ETL) processes between multiple enterprise and reporting systems • Managed and led the implementation of Microsoft Dynamics CRM for Xtra Airlines.• Designed and configured Microsoft Dynamics CRM entities and workflows.• Created over one hundred custom Microsoft SQL Server Reporting Services (SSRS) reports.

• Developed custom reports to be used by expert witnesses in regulatory arbitration cases. Reports delivered include Profit and Loss Summary, Purchase and Sales Detail, and Equity Change Analysis.• Implemented Microsoft Office 365 SharePoint for a brokerage industry business including centralized document repository, workflow applications, and team sites.

• Architected and deployed an in-house clearing back-office solution using Microsoft Dynamics to replace SunGard Sierra which reduced operating costs $40K per month.• Built and managed a 24 hour/6 day a week technology and operations infrastructure.• Led continuous efforts to enhance Microsoft Dynamics CRM to improve efficiency of operations including Marketing, Sales, Customer Service, and Financial Operations.• Chairperson of the third party and affiliate risk committee and voting member of the fraud and risk committee, and counterparty liquidity committee.• Subject matter expert on project planning, disaster recovery, internal controls, operations, risk, and compliance.

• Migrated to the agile project management methodology from Waterfall, increasing team productivity by 20%.• Led all facets of the transition process from a legacy CRM (Onyx) to Microsoft Dynamics including vendor selection, costs/benefits analysis, and system migration, and the measurement of ongoing productivity increases.

• Led the launch of the BI/data warehouse including business discovery, design, deployment, and end user training.• Derived data mapping and provided direct governance for the implementation of Actimize’s suspicious activity monitoring software and compliance audit systems.

• Directed a combined team of sixty call center client service and technical support associates.• Developed, coached, and motivated Client Service Managers to improve and measure performance and foster a client-driven culture.• Hiring, training, and developing employees. Managed all facets of performance management including performance evaluations and corrective actions.• Created reports, metrics, and budget plans for the organization.

Principal role tasked with the review and approval of new accounts and the processing of customer funding transactions including but not limited to customer identification program, suitability determination, suspicious activity monitoring, know your customer, and criminal back ground searches.