I provide solutions that strategically help organizations meet their business objectives through process automation and innovation.Examples of Professional Services engagements:✔ Managing multiple cross-functional projects for the majority of departments including Accounting, Trade Settlement, Purchasing, Compliance, and Technology. The primary focus of all projects was the radical simplification of the human initiative. ✔ General Ledger selection, implementation, report development, brokerage platform integration, and solutions provided for the banking, fixed assets, and purchasing departments.✔ Partnership accounting system design, data conversion, and general ledger integration for the LLC that has over one hundred owners dating back to 1991. ✔ Trade Settlement solutions provided including real-time failed trades reporting, 15C3 reporting, and FINRA trade report reconciliation.✔ Legal customer document management system design, physical document conversion of over 92,000 documents and 150,000 pages for the compliance department. This system now generates all required customer documents by account nature and monitors for documents that will eventually expire.✔ Implemented a real-time information automation platform for real-time report generation and distribution, encrypted system to system integrations, and automated data reconciliation.✔ Developed financial projection and roadmap reporting for CFO.✔ Designed, developed, and implemented a margin tracking application that monitors current counter-party margin balances and exposure.Specialties: Leadership, Business Consulting, Program and Project Management, Organizational Management, Communication, Regulatory/Compliance Environment, Process Improvement, Change Management, Business Process Analysis, Relationship Management, Transition Management, Systems Management, System Integration, Business Continuity Planning, and Testing, Vendor Management

DST TASS provides comprehensive sub-accounting and brokerage operations solutions for the financial industry. DST TASS delivers flexible solutions designed to streamline operations; providing scalable, robust technology along with specialized tools for improving reconciliation processes. Primary responsibilities:✔ Infrastructure: Administration of all company technology and telephony systems. Managed facilities in four distinct locations for production and business continuity purposes.✔ Business Application Development Strategies: Implemented a development environment that supported rapid application development initiatives and new customer integration needs. Solutions included Brokerage to TA2000 and SuRPAS reconciliation, custom reporting, conversion, and automation applications leveraging Microsoft SQL Server 2005, .NET, C#, Visual Studio 2005 and 2008, and Microsoft SQL Reporting Services.✔ Information Security: Responsible for ensuring infrastructure conformed to SAS70 security audits, customer security audits, and industry best practices. Participated in annual customer security audits and onsite security inspections.✔ Pre-Sales Technology Support: Responsible for providing technical integration requirements to prospective customers including dedicated network, transmission, and additional application access requirements.✔ Post-Sales Customer Integration Support: Coordinated all integration needs specific to each customer engagement. Activities included establishing dedicated network connectivity, secure file transmissions, custom interfaces to customer-specific brokerage platforms, and customer-specific reporting needs (both internal and external). Designed conversion/integration tools for customers to integrate with SuRPAS and TA2000. Key clients: AG Edwards, Ameriprise, First Command, Good Samaritan Society, Hilliard Lyons, Morgan Stanley, Stifel Nicolus and Wells Fargo

Primary responsibilities:✔ Infrastructure: Responsible for the company’s servers and real-time information systems. Hands-on administration of all IT equipment including servers and workstations. Primary systems supported ran on Microsoft Server 2000 and included Sybase 12.5, MS SQL Server 2000, MS Message Queue, PORTIA, Charles River, CMS Bondedge, Market Q&A, Bridge, Baseline, and Bloomberg.✔ Managed facilities in two distinct locations for production and business continuity purposes. ✔ Vendor Liaison: Managed relationships with the majority of the third-party vendors to ensure we were running the latest versions and provided input into necessary enhancements. ✔ Business Application Development Strategies: Implemented a development environment that supported rapid application development initiatives. Solutions included PORTIA to custodian reconciliation, custom client reporting, process and information management, web-based customer portals, and batch automation leveraging Microsoft SQL Server 2000, Sybase 12.5, Visual Basic, and IIS 5.0Specialties: Leadership, Business Consulting, Program and Project Management, Organizational Management, Communication, Regulatory/Compliance Environment, Process Improvement, Change Management, Business Process Analysis, Relationship Management, Transition Management, Systems Management, System Integration, Business Continuity Planning and Testing, Vendor Management