William Straub Email and Phone Number

Leading a client focused program that involves selling the client on curated products and next generation applications.• Focusing on understanding client’s needs and pain points, for sales pitches and building relationships.• Facilitating effective partnerships between the company’s pillars to maximize opportunities.• Navigating and managing the company’s account strategy within the Project Management Practice.• Identifying and resolving issues that may arise during the sales process.• Providing SME expertise in an industry to win new business.• Effectively communicating complex information to both technical and non-technical audiences.• Management of overall program budget and roadmap deliverables.• Oversight of overall program budget and roadmap deliverables• Identification, escalation, and mitigation of program risks• Collection and dissemination of program status reports to program stakeholders, and executive leadership• Facilitation and support of Product, Technology, and Business lead engagement in program activities and deliverables • Coordinate and facilitate cross-program and cross-org dependencies• Monitor PMO mandated work intake and delivery management tools and ensure governance standards are maintained • Adhere to est. change management standards and help to refine governance processes to keep the program on track• Arbitrate and champion adherence to data quality standards within work management tools by artifact owners• Proactively engage with teams across the organization to understand the big picture, organizational operating models• Lead requirements gathering and problem solving by connecting cross-functional team members, and documenting decisions & learnings• Technologies Utilized: Excel, PowerPoint, CapitalEdge, JIRA, Confluence, AHA!

Led a portfolio of projects across the enterprise including but not limited to Clearwater Analytics and FIS - Prophet.• Led a full cloud migration to Clearwater Analytics for the Asset Management arm of the enterprise.•Collaborated with Engineers & the Analytics team to connect and select appropriate data from ECNs (e.g.,Bloomberg). • Worked with Analytics leadership to create bespoke client reporting in Clearwater Analytics.• Worked with Clearwater SME’s to help in correcting and identifying reconciliation disparities.• Negotiated software sales contracts with Informatica (B2B/SaaS),FIS (B2B/SaaS),and Deloitte.• Successfully managed scope that resulted in a 5%-10% ROI increase after implementation.• Managed account performance using KPIs and implemented strategies that achieved desired growth targets. • Led the migration and tracking of all actuarial models from on-premises to the AWS Cloud.• Technologies Utilized: Excel, PowerPoint, Clearwater Analytics, ServiceNow, JIRA, AWS, Redshift, Tableau

Led a high profile project to get approval for a new Salesforce and nCino ecosystem across the enterprise (Consumer, Commercial, Mortgage, Wealth, Treasury, and the Customer Care Center).• Negotiated functionality, contract details and discounting with Salesforce and nCino (B2B SaaS).• Developed relationships internally and externally to identify new business opportunities.• Created sales plans with clear milestones, including budget management and resource allocation.• Collaborated with internal teams to ensure customer satisfaction and drive the project to completion.• Analyzed specific licenses for functionality with the business, Saleforce, and nCino.• Wrote an extensive business case to gain approval.• Technologies Utilized: SharePoint, Excel, PowerPoint, Salesforce, Power BI

Led a complete build of a proprietary CRM tool utilizing Pivotal Cloud Foundry.• Wrote the full business requirements document - BRD (Functional and Non-functional Requirements).• Managed the Enterprise Portfolio Management & Sunrise process.• Collaborated with the Business and IT Scrum teams in an Agile framework.• Technologies Utilized: Microsoft Project, SharePoint, Visio, Excel, PowerPoint, JIRA

Managed several projects across Corporate Treasury using the SAFe Agile methodology. • Led project intake, impact assessment, prioritization, and scheduling to support overall delivery.• Maintained project tracking metrics and provided appropriate reporting.• Worked with the business and IT Scrum teams in an Agile framework.• Technologies Utilized: Microsoft Project Professional, SharePoint, Visio, Excel, PowerPoint, JIRA

Managed a trading platform migration utilizing the Waterfall methodology. • Effectively communicated project scope and schedule with both the project team and key stakeholders• Planned and executed solutions in partnership with the project sponsor.• Organized and conducted weekly meetings with business partners.• Technologies Utilized: Microsoft Project, SharePoint, Visio, Excel, PowerPoint, Bloomberg, Tradeweb

Led the derivative confirmation cloud platform migration using the SAFe Agile methodology. • Reported on multiple milestones and deliverables within complex projects to leadership.• Coordinated with management, SMEs, and Technology Scrum teams from around the globe.• Technologies Utilized: Microsoft Project Professional, SharePoint, Visio, Excel, PowerPoint, JIRA

Selected to build out the fixed income trading desk & lead the selling of international & domestic bonds.• Provided curated product offering to customers to maximize bond sales• Implemented process improvements for best execution (e.g. traders with a vested interest in MetLife)• Managed third party vendors that provided different bond offering solutions.• Technologies Utilized: Excel, Access, PowerPoint, Salesforce, Bloomberg, Tradeweb, Sungard

An integral part of a sales team that experienced approximately 40% annual revenue growth. • Managed lead generation analysis and screened potential clients.• Collaborated with Relationship Managers to engage potential customers and assisted in closing deals.• Partnered with internal practice areas to ensure a consistent and effective approach for all customers.• Applied new budget and human resource forecasting models for 5 year revenue and cost projections.• Technologies Utilized: Excel, Access, PowerPoint, Microsoft CRM, Salesforce, Bloomberg

Recruited to help build a new sales office to cover the state of Florida.• Acquired the office’s largest client with over $300 million in assets.• Developed relationships that led to client retention and developing new business.• Worked with existing and potential clients that doubled the revenue for the Florida office.• Technologies Utilized: Excel, Access, PowerPoint, Salesforce, Bloomberg

Selected from a highly competitive candidate pool to respond to RFP’s to win deals and provide product for the sales desk.• The primary analyst on the largest RFP awarded to the department in 2010 ($90mm+).• Prepared detailed analysis for rating agencies (Moody’s, S&P, Fitch).• Developed financial models (e.g. discounted cash flow analysis and debt structuring models).• Technologies Utilized: Excel, PowerPoint, Bloomberg, DBC, SDC

Handpicked from 20 highly qualified liaisons for the coveted role of assistant structured products trader. • Personally accounted for an increase in trading profits from approximately $30K per month to an excess of $100K per month for currency, commodity, and interest rate derivative structured products.• Partnered with the investment banking group to design, market, and distributed new issue structured products in the United States and LATAM.• Technologies Utilized: Excel, PowerPoint, Salesforce, Bloomberg