Stephen Leone Email and Phone Number
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Results driven leader with extensive domestic and international experience in the financial services industry. Successful track record of driving change and strategic growth through the use of expert skills in program and project management combined with the ability to integrate project, technology and operational resources. Able to meet mission critical deadlines and goals. Extensive experience in customer solutions development and implementation, operational risk management, cyber security, change management, and global applications management.
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Director - It Portfolio ManagementCna InsuranceChicago, Il, Us -
Avp, Portfolio Management Office - Head Of DeliveryCna Insurance Jul 2023 - PresentChicago, Illinois, Us
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Director - It Portfolio ManagementCna Insurance Jun 2020 - Jul 2023Chicago, Illinois, UsManagement of the IT portfolio of projects including Information Security, Infrastructure, and vendor managed projects. Responsibilities include:• Providing guidance and oversight of program project managers.• Cross project coordination within the platform portfolio to ensure alignment of key project inter-dependencies.• Oversight of portfolio financials.• Additional responsibility of Information Security Program Manager.• Portfolio reporting to senior management and executives.
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Senior Project ManagerCentric Consulting Nov 2018 - Jun 2020Dayton, Ohio, Us -
Vice President OperationsAdm Investor Services, Inc. Feb 2015 - Nov 2018• Program and project management of key global corporate initiatives• Responsible for leading the Clearing Technology and Clearing Operations teams• Key customer relationship management• Vendor management of critical strategic partners• Member of a senior team that established and implemented corporate Cyber Security policy• Leading organizational change management through the use of applications and business process redesign enabling improvements in customer experience, process efficiencies and regulatory and risk control
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Vice President, Fis Gmi Back Office Conversion Project, Operations LeadJefferies Bache Dec 2011 - Feb 2015Operations Project Lead/Project Manager for a major back office software conversion program. Led a group of 100+ users across 30 departments in Chicago, New York, London and Hamburg. The project included the conversion from multiple proprietary mainframe applications to SunGard GMI, Clearvision and Stream. Some applications were converted to proprietary developments.Responsibilities included project management, quality assurance, business analysis and application management.
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Chief Operating OfficerPenson Futures May 2011 - Dec 2011Reported to the CEO. Global Operations which included trade processing, reconciliations, deliveries, position maintenance, options processing, customer on-boarding, disaster recovery planning and implementation, applications support (ION RISC and SunGard GMI, Clearvision and WTD iDASH), customer electronic trading support, risk management and regulatory compliance.
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Director, Global Clearing And SettlementsPenson Futures Oct 2008 - May 2011
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Vp, North American Client Services ManagerJp Morgan Securities Apr 2007 - Jun 2008Reported to the Head of North American Operations. Chicago and NY Client Services which included daily margin settlements, client service and support, client on-boarding for clients trading futures, options on futures and exchange traded equity options, department projects and disaster recovery planning.
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Director, Head Of North American Customer ServiceUbs Securities (Futures And Options) May 2006 - Apr 2007Reported to the Head of North American Operations. Responsibilities included managing Chicago and NY Client Services and North America New Accounts Department. Primary focus was leading projects relating to the sale of ABN AMRO Inc., Futures and Options to UBS Securities, LLC. Initiatives included customer account documentation audit and client data gathering (services, commercial terms, credit, etc).
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Avp, Global Data Management Group ManagerCargill Investor Services 1999 - 2001Responsible for the formation and management of a global Data Management Group. The purpose of this group was to provide the user support of a newly implemented global data warehouse. Responsibilities included data quality assurance, system master file maintenance, user report generation and user support and training.
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Avp, North American Operations ManagerCargill Investor Services 1997 - 1999Responsible for Operations groups in the Chicago and New York offices (6 direct and 80 indirect reports). Responsibilities included: business plan development; budget development; disaster recovery planning and implementation; P&L management; operational risk management. Departments under my responsibility included: Application Support, Customer Services, Relationship Management, Trade Processing and Settlement, Deliveries, Regulatory Reporting and Customer Accounting.
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Avp, Chicago Operations ManagerCargill Investor Services 1996 - 1997Responsible for Operations groups in the Chicago office (4 direct and 60 indirect reports). Departments under my responsibility included: Application Support, Trade Processing and Settlement, Deliveries, Regulatory Reporting and Customer Accounting.
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Operations ManagerCargill Investor Services 1989 - 1996Responsibilities included; Application Support, Regulatory Reporting and Customer Accounting.-Assignment in the London office with the purpose of leading a major software conversion implementation. This assignment also included multiple customer relationship/development initiatives.
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Operations SupervisorCargill Investor Services 1988 - 1989
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Operations AssociateCargill Investor Services 1987 - 1988
Stephen Leone Skills
Frequently Asked Questions about Stephen Leone
What company does Stephen Leone work for?
Stephen Leone works for Cna Insurance
What is Stephen Leone's role at the current company?
Stephen Leone's current role is Director - IT Portfolio Management.
What is Stephen Leone's email address?
Stephen Leone's email address is sj****@****ail.com
What skills is Stephen Leone known for?
Stephen Leone has skills like Business Analysis, Project Management, Change Management, Electronic Trading, Quality Assurance, Derivatives, Sharepoint, Commodity, Operations Management, Back Office, Customer Service, Financial Markets.
Who are Stephen Leone's colleagues?
Stephen Leone's colleagues are Sriram Jasti, Farzana Mohammed, Karen Oram, Edward Farmer, Lori Kennel, Kevin Sears, Carey (Komaniecki) Berke.
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