- Client Equity Swap Cash Flow Confirmation Email Automation: Gathered requirements and prepared the technical design to automate the daily exposure of unconfirmed cash flows due to reset of equity swap obligations. Engaged with Cash and Payment team to source data to automate a daily manual process for 14 associates eliminate potential client data breaches by sourcing client contact to receive the information from an entitlement system.-Automated Task and Management Workflow System: Sourced cash flows as task events for Operations to monitor and age the confirmation and settlement of equity swap cash flows. Provided the ability to track upcoming, pending confirmation, confirmed pending settlement and break / disputed cash flows. - Client Service Workstation – Cash Balance / Chargeable Balance / PNL / ROA Information: Performed the business analysis and technical requirements to source data for a client service representative dashboard eliminating the usage of a vendor reporting platform with significant licensing fees.- User Application / Data Entitlement System: New user interface for internal and external user entitlements for data access to 24 applications supporting 12,000 users. - Client Off-Boarding System: Sourcing data from 14 system to automate the verification of activity / positions / cash balance to evaluate clients for off-boarding and eliminate required KYC, credit risk and other regulatory reviews. Anticipated account closure of 400K by end of 2019.

- JDE Reporting Work Stream: Design, development and deployment of reporting infrastructure for operational and monthly financial analysis closing reports. - Insight Software Reporting Tool: Coordinated software demonstration for comparison of JDE One View and Insight Software reporting tools resulting in selecting Insight for their reporting environment. Report development completed for 1Q2015 financial close with subsequent development for management reporting.

- TwoFour Cash Management: Prepared business requirements for payment / receipts processing, funding cash flows and conducted GAP analysis. Created workflow diagrams, converted bank account, customer account and SSI information. Successfully implemented under $2MM budget prior to year-end target date with 100+ global users. Payment types: SWIFT, FedFund, CHIPS.- MISYS FX Confirmation: Implemented the confirmation system eliminating manual spreadsheets sent by email and phone confirmations for the middle office. Confirmations received within 1 minute rather than days. - FX Payment System: Prepared technical requirements including: user interface screen mock-ups, SWIFT message routing logic and payment / confirmation matching criteria. - Wall Street Treasury: London implementation of a forecast and funding system which included a repository for bank accounts, counterparty SSI data, centralized payment request platform, document repository and SWIFT payment interfaces. - Risk Metrics Market Risk: Sourcing new data elements from backend trading databases, analyze and defined internal system enhancements, review of output to identify uncovered instruments. - Algorithmics Market Risk: Prepared technical requirements for the development team to automate data load and worked closely with the market risk group to validate the VaR and sensitivity calculations and stress scenarios for all asset types. - Broadridge Name and Address: In-house development of real-time XML interface, new database and tables, MQ channels to eliminate dependency upon the Broadridge name and address infrastructure.

Recruited by previous manager to join a team to build an institutional trading business and self-clearing initiative. Implemented a billing system for trade executions on the ECN resulting in the ability to track and collect $5M of annual receivables.

Led an effort to upgrade the clearing and settlement systems in the foreign markets. Project initially focused on implementing the Nomura back office system to ensure readiness for membership to the Tokyo exchange, eliminating external execution costs of $22M annually.

Senior business analyst responsible for the equity & option trading platform, portfolio management and content software to Hedge Funds and Registered Investment Advisors.

- Retail Electronic Trading: Functionality included trading of equities, options, mutual funds and fixed income, account information and real-time quotes via the Citibank web site, Citiphone and ATM systems utilized by 260,000 retail brokerage clients. Delivery of electronic trading and account information reduced manned calls by 75% - orders placed electronically represented 60% of trade volume.- Clearing Broker Relationship Manager: Communicated all systems development requirements to clearing broker, obtaining cost estimates for presentation to the business sponsor for review and approval. Scheduled & prioritized all development; conducted weekly meetings to assess progress, escalated unresolved issues and negotiated desired solutions. Reviewed and approved monthly IT invoice and addressed discrepancies on billable items.- Mutual Fund Asset Conversion: Converted $500M of assets from Citibank to Citicorp Broker Dealer. Coordination of 35 project participants, internal and external development resources to facilitate customer communication, systematically create new brokerage accounts, receive-in positions electronically and the reorganization of assets with insignificant breakage.

- Director of Business Analyst Team: Selected to create and manage a business analyst group to coordinate systems development, testing and implementation for 12 back office systems. - Manager – Statistical Reporting Department: Acquired business knowledge used to identify deficient and incorrect functionality. Identified systems enhancements and project implementation timeline for Senior Management. State levied fines reduced by 80% after implementation of the statistical reporting system within 3 months of project initiation.

- Annuity Processing Operations Support Associate: Reviewed and submitted annuity application to external financial institutions. - Commission Accounting Manager: Identified as an internal candidate for balancing inter-company general ledger and commission deposits from third party insurance carriers against subsequent payments to transacting sales AE. Accepted an opportunity to move the operations and supporting systems from La Jolla, California to New York.