Currently the Workforce Strategy Lead for Wealth Management Technology at Morgan Stanley supporting a 4,500 resource division.My background began as a consultant for a large pension fund, working on an IT software development team tasked with updating an existing member information system and related business processes. I progressed in this position from handling the analysis, design, testing, and communication with users for the application to delegation of software testing assignments to peers.After returning to school to pursue an MBA in finance and accounting, I took a job at an investment bank where I was able to further hone my analysis skills as an Equity Research Associate, writing reports which highlighted the research team's investment positions on publicly traded companies.Post-MBA, I worked for Accenture, where I spent the last three years supporting a global investment bank through an IT Cost Efficiency project. I began working as the PMO lead for their central IT Cost Efficiency project before transitioning into the Workforce Strategy project as their data analytics and reporting lead.I joined the Wealth Management Technology COO to support their Financial Management function, ultimately leading the function after 2 years on the team. Primary responsibilities included managing a $600M P&L Budget and the total IT allocations to the Wealth Management business, which totaled $1.1Bn. After leading the division through multiple Budget cycles and reaching annual Budget efficiency targets, I took an opportunity as the Workforce Strategy Lead to help support the organization through a multi-year Agile transformation.Specialties: Financial Modeling, Business Analysis, Research, Software Testing, Process Specifications, Operating Models, Data Analysis and Metrics, Reporting
Listed skills include Ms Office, Requirements Specification, Business Analysis, Financial Modeling, and 10 others.
