Private Equity Fund and Real Estate Services and Alternative Investment ServicesBuilt Document Capture, Control and Summary Reporting for Anti-Money Laundering compliance. SharePoint communication is world-wide including Dublin, Ireland Compliance staff.Created Microsoft SharePoint solution for FIT – DMS logs between Hangzhou, China and U.S. sitesCentralized Audit requests in SharePoint. Produced status and summary reports in MS Access.Completed Phase V Goldman Sachs Call & Distribution Project (Upload data to InvestAI system)Program Management Office (P.M.O.) – Worldwide Workload Rebalancing Project – Analyzed LEAN studies conducted in North America and Europe for workload rebalancing to Asia-Pacific.P.M.O. – Global Inquiry Management System and Microsoft Outlook Project – Conducted LEAN studies for North American and Europe. Presented PEFS and AIS recommendations.P.M.O. – Reconciliations Project – Conducted inventory of reconciliation methods and the utilization of variety of software used. Prepared for movement to RecXpress software to Centers-of-Excellence locations in Poland and India.P.M.O. – Automated Work Distributor Project – Analyzed DST’s software solution for North America, Europe and Asia Pacific. Conducted world-wide demonstrations of the product.P.M.O. – Gold Copy Project – Represented PEFS for the replication of systems data to Cloud technology.P.M.O. – Global Dashboard Project – Represented PEFS to enable underlying systems roll-up to the dashboard.P.M.O. – Accounting Project – Centralized documentation in SharePoint to reveal unique values versus redundancies in our five accounting systems.P.E.F.S. – SharePoint Administrator – Conducted User Acceptance Testing and updated three sites to SharePoint 2010. Designed and rolled out eight new SharePoint pages (i.e. Marketing, Anti-Money Laundering, Real Estate Pr

Private Equity Fund ServicesCreated Monthly Management Reporting for top PEFS Management (Budgeting, Metrics, Risk)Designed, developed and maintained world-wide Microsoft SharePoint sites (US, Dublin, Singapore).Controlled and reported Audit cycle data with Ernst & Young.Built Client Database system across all physical locations and systems. Fed data and summary reports to Client Services Groups, Finance, Human Resources and Risk departments.Developed and implemented system to give staff access to Legal Documents for each Fund Entity.Automated Call Reconciliation process.Responsible for quarterly Profit & Loss Labor Allocations ($90 mil. Revenue, 83 Clients, 242 Employees)Tracked and reported Systems Enhancement Requests, Report Change Requests and Projects Status.

Alternative Investment Solutions - Private Equity Partnerships and Hedge FundsDeveloped Trirec reconciliation application as an MS Access solution. Reconciled Direct Investment files from Goldman Sachs Vitech System to State Street’s InvestAI and Interactive Viewer SystemsAutomated Morgan Stanley Custom Allocation Reporting (Microsoft Excel to Access to Excel).Created Goldman Sachs Investor Reconciliation Program (Automated Text files to MS Access Solution)Enhanced PEP Fund automated reporting, performance measurement output and graphs.Expanded and improved “All Cash” application to accommodate Multi-prime Broker structure.Developed Gain/Loss calculator and reporting database for PEP updates to mainframe.Wrote Exchange Fund redemption application.

Create new reports and fix obsolete features of Six Sigma database tracking Audits and Losses (Visual Basic programming and Excel chart graphics in Microsoft Access).Analyze, upgrade, test and enhance Training database application (Microsoft Access).Trouble-shoot, upgrade and enhance Call Tree database application (Microsoft Access).

Principal – Company Stock Management Transition $75 billion in company stock assets for large ERISA plans from Citistreet to SSgA systems.Manage Programming (Visual Basic, MS Access and MS Excel) for daily liquidity calculations, trading and annual proxy process for over 100 clients.Provide Systems Support to over twenty Company Stock Management personnel.Authorize and control Systems Security access for all personnel.Convert custom Visual Basic programs.Program in Microsoft Access, Excel & Visual Basic in support of the group.Develop new controls and reports for upper management.Write Benchmark Reports in Excel interfaced with data from Bloomberg.Develop custom imaging system using Ecopy.

Software Development Life-Cycle)Install IBM Rational suite of products for Citistreet.Train staff in Rational TestManager. Create custom Excel import templates for Implementation staff in Rational RequisitePro.Coordinate roll-out of Rational tools to Florida and New Jersey offices.Lead conversion of LOTUS NOTES defect-tracking tool to Rational ClearQuest.

American Bar Members Retirement PlanCreate PC Application to compose Adoption Agreements and Summary Plan Descriptions in Microsoft Access & Word using SQL statements and mail merge. Track Project in Microsoft Project and Access.Develop system to pull data from the OmniPlus (mainframe) system, download to Microsoft Access, and publish on Microsoft Excel diskettes to Plan Administrators. Automate upload to mainframe from diskettes.Create Office Automation logs across departments.Develop a PC-based data-entry system for contributions and loan repayments in MS Access and Visual Basic (Omni PayStation).Design, install FaxBack Application.Install FileNet Imaging System.Convert FileNet System to PowerImage.Develop downloads from mainframe to Microsoft Access databases.Write Microsoft Access applications (“Frequent-Trader” detection, data-entry controls).Automate Required Minimum Distribution communication and compliance.Evaluate software selection. Install, test and utilize “5500” Reporting applications (EasyLaser and Hyper-Prep).Redesign Quarterly statements to Participants.Support ABRA web-based applications (design, content and roll-out).