Description
Executive Profile MBA with 25+ years of experience in the financial services industry specializing in Program Management leading design, development, sales and product teams to extend the profitability of new and existing products while driving innovative new concepts from conception to execution. Balance big picture vision with both creative and analytical contributions to drive product strategy and execute on organic/inorganic growth plans to deliver contextual value to customers. Career Highlights sei - oaks, pa 2015 to 2018 Solutions Project manager for major initiatives across SEI's Investment Manager Services division for both the traditional and hedge fund accounting space responsible for large scale program implementations. Major Accomplishments: * Managed Markit's Enterprise Data Management (EDM) implementation creating a single security and pricing master to ensure consistency of data and cost reductions via staff efficiencies and consolidation of data vendors. * Collaborated with InvestTech to stand up a formal Data Governance program establishing documented and transparent approach to governing the data being maintained through EDM. * Implemented IMActions and IMConnecting which enable processing of voluntary corporate actions adding to our Center of Excellence for centralized operations team. * Managed the Exception Management System and Control Center projects which are components of SunGard's solution to convert complex work processes into manageable electronic checklists and easy-to-read dashboards, giving a centralized view of fund accounting and investor accounting activities for over 650 funds. With greater control over our process, we increased efficiency and reduced operational risk and cost. * Responsible for defining and building requirements to support JPMorgan ETF business. * Leading SEC Modernization program which went in to effect October 2016 and requires new regulatory reporting for our 400 traditional mutual funds including partnering with the firm Confluence to implement their software solution to support new filings including N-PORT, N-CEN and amendments to Reg S-X.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Markit Boulder Co | Director, Senior Project Manager | 1/2013 - 1/2015 |
| Thomson Reuters | Global Head Of Program Management Asset Management Division Chief Of Staff Investment Management | 1/2011 - 1/2013 |
| Lipper Thomson Reuters | Head Of Project Office Senior Project Manager Assistant Vice President Of Information Systems | 1/2005 - 1/2009 |
| Sei Investments | Account Manager And Conversion Project Manager | 1/1992 - 1/1998 |
Accomplishments
Highlights:
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