With an extensive project management background, implemented and managed all aspects of this new business. Defined and designed business rules. Tested marketing strategies, and conducted marketing campaigns on various platforms. Hired, fired, and trained staff as required. Built and maintained an extensive customer database. Maintained quality customer relationships, resulting in repeat business and customer referrals. Implementation and continuous improvement of all business processes. Solicited feedback from customers to address any issues with staff to ensure quality customer service.

Management of projects on the Client Integration team of the Corporate & Investment Banking group. Collaboration with external clients, third party vendors, and GTI engineers to successfully onboard new clients or build new file transmission routes for existing clients.- Manage and monitor the onboarding or route build for Prime Brokerage and Broker Dealer clients.- Monitor and review the mainframe File Transmission process, to advice on process re-engineering.- Identify dependencies, evaluate risks and communicate status to appropriate levels of management and stakeholders across assigned projects.

Managed and budgeted for numerous projects related to AML (Anti Money Laundering), within the GIW (Global Information Warehouse) group. This group provided data from a data warehouse for downstream monitoring systems, such as Mantas. In this matrixed environment, project management standards and best practices were strictly followed.- Oversee planning and execution of small to large complex projects in issue management resolution, incident management, production problems, and ad-hoc requests, using the ITIL framework- Ensure project deliverables, schedules, and financials adhere to established norms, and are managed in alignment with departmental best practices across their assigned projects- Proactively remove obstacles to drive assigned projects’ momentum and progress. Engage and energize the project team(s).- Advise and consistently apply Project Management best practices (including Agile, SDLC and Waterfall). Continuously improve our adoption and maturity of best practices across IT.

• IT Security project (Nov 2010 – present) - Complying with a federal mandate, planned and managed a project to provide a secure test environment for the conversion testing of the Morgan Stanley and Smith Barney merger. Working closely with IT security to review and analyze 70,000 firewall rules, identifying high, medium and low risk rules. Controlled environment access by assigning virtual desktops to users. Controlled and monitored the outbound flow of data, ensuring PII data did not leave the environment. • Vendor project (May 2010 – Nov 2010) - Managed a project to get those vendors who interface with Morgan Stanley applications, connected to a special test environment specifically set up for volume and conversion testing, due to the merger of Morgan Stanley and Smith Barney. Coordinated with vendors and network engineers to successfully establish connectivity, ensure successful transmission of test files for stress testing, and obtain certification that they could handle the increased data volume, taking into account processing time, functionality, and integrity of their systems.

Gather stakeholder requirements to plan, execute, and finalize projects within the triple constraints of delivering on time, within budget and scope objectives. Effectively identify, communicate, and resolve project issues and risks. Develop risk mitigation plans.• Implementing and adhering to an SDLC methodology, managed onshore and offshore cross-functional teams on multiple projects involving a mutual funds performance monitoring and reporting system, and an asset management billing system. • Improved system performance by 45% and slashed costs by $250,000 annually, by performing system analysis to identify inefficiencies, allowing us to effectively enhance and optimize code.• Created all of the documentation for projects, including Functional Requirements Documents, Technical Design Documents, Project Management Plans, Work Breakdown Structures, and Post Implementation Document • Developed staff by establishing business training sessions for the developers, allowing them to increase their business knowledge, to better provide the user community with the highest quality support.

Acquired resources, and coordinated efforts of team member in order to deliver projects according to plan. Coach, mentor, and motivate team members, influencing them to take positive action and accountability for assigned work. Managed client needs by translating and prioritizing business requirements. Provided metrics and status to senior management..• Implementing and adhering to an SDLC methodology, managed a team of developers on projects supporting a Risk Management database system, used for enterprise reporting.• Effectively reduced processing time from 12 hours to 4 hours, and costs from 900k to 400k annually, by system optimization.• Enhanced system to run daily, instead of monthly, making the data more current and valuable to a larger number of potential users.• Worked with auditors to ensure compliance on all security issues, by developing and providing them with Sarbanes-Oxley documentation.

Plan, execute, integrate, test, and finalize all steps of project development. Effectively communicate project status to project stakeholders. Scope of responsibilities included implementing stakeholder requirements for database redesign and validation. • Implementing and adhering to an SDLC methodology, managed a large team of developers on multiple programs and projects supporting various software applications including Bookkeeping, Margins, and Margin Interest.• Reduced operating costs by $500k annually and streamlined various processes, by reducing waste and continual process improvement • Automated many manual processes for business unit stakeholders, making their daily jobs easier and more productive.• Created most of the documentation for projects, including Functional Requirements Documents, Technical Design Documents, Project Management Plans, Work Breakdown Structures, and Post Implementation Documents.