Richard (Rick) W Paleogos
Deer Park, NY, 11729
Cell 631-***-**** acta43@r.postjobfree.com
Good day,
The Data Center Migration PM role you have caught my interest.
I am 59 y/o and a seasoned veteran at this work. I do not desire a FTE job nor do I wish to be the boss again. Contract seems perfect.
I retired on Christmas Day of 2013 to attend to a terminal elderly parent and her medical needs. That event is now over.
My background is rich in M&A executions, divestiture and integration along with the associated data center builds and relocations. Substance comes from a long technology background of directing just about every technology discipline in the enterprise space at one time or another.
Please reach out to me with additional details on the position.
With warmest regards,
Rick
Richard W. Paleogos
631-***-**** acta43@r.postjobfree.com
SUMMARY
I am a senior financial services technology manager with extensive experience managing and directing data center technology teams to enhance, optimizer and transform data centers. I possess an equally deep background in Merger/Acquisition (Strategy, Controls, Planning and Execution), Data Center relocation/consolidation and all requirements of the broker/dealer trading, settlement and clearing business with primary focus on US Equities, both institutional and retail. I bring broad cross functional expertise in technology, business and finance with strong analytical skills.
Years of experience building, managing and coordinating large teams crossing the many technology disciplines required to bring in complex business deals on time and within budget.
Results oriented, self-reliant and I take ownership of problems. There is a long history of managing multiple assignments in a deadline driven environment while also working independently on high level assignments.
I pride myself on leading teams towards innovative, durable and cost effective solutions to resolve operating issues and enable business process enhancements. Uniquely qualified to add value to any organization seeking technology expertise.
COMPETENCIES
• Operating System Software
• Mainframe & Distributed
• Business Continuity
• Program Management
• Business Metric Measurement
• Critical Thinking
• Data Center Migration
• Data Center Transformation
• M&A
• Risk Management
• Financial Management
• Strategic Planning
PROFESSIONAL EXPERIENCE
Citigroup via predecessor firm Shearson (Dec. 1982 – Dec. 2013)
Head of Service Delivery for Institutional Equities Trading (Feb. 2009 – Dec. 2013)
With the official job title, the main task was building and running a service delivery team of over 200 technology professionals to manage and execute Citigroup’s divestiture of the Smith Barney retail business. As the lead for all of Citi’s technology, I owned and coordinated the operational relationship, planning, controls, practices and procedures among the various business segments and technology partners across both companies.
oStrategic planning and design of the conversion and asset transfer process with operational control of all Citi technology assets.
oLargest deal in the Street’s history: 6.6 million retail accounts converted, $855bn in client assets, ~20,000 routines tested and ~40 million client positions with 234 million tax lots.
Service Delivery Manager for Institutional and Retail Equities (Jan. 1999 – Feb. 2009)
Technology management to enable new business, increase capacity and drive down operating expense.
oDesign enhancements to a multi-firm multi-currency legacy trading system to manage high volume peaks associated with volatile markets.
oCPU upgrades & configurations spanning IBM G series, Hitachi Skyline to the current Z series.
oContributed towards establishing ELA’s with IBM & CA.
oActions by myself for the Broker/Dealer and many others doing similar for the Bank side of Citi resulted in the org better than halving our mainframe technology expenses.
oLaunched a Total Cost of Ownership system to track $11MM/month of expenses at the discrete application level.
Legg Mason M&A (2005-2007)
o>125 branch offices integrated into the Citi network
o> 7 million new client accounts papered.
o> $400bn of proprietary fund assets moved to the Citi broker dealer platform.
oClosed the legacy Legg Mason Baltimore data center
Technology staff management (Dec. 1982 – Feb. 2009)
Career began with Shearson in 1982 as a junior systems programmer. I cycled through the following technology disciplines, which eventually resulted in managing all of them (some dotted line):
oOperating system & application performance
oCapacity planning
oAutomation
oHardware configurations
oData management
oStorage management
oOperating systems software
oScheduling (OPCA & Autoys)
oChange Control (Changeman)
oInfo Security (RACF)
oCOB
Other M&A Assignments
oCiti Investment Services
oSchroder
oTravelers Life & Annuity
oSalomon Brothers
oLehman Brothers
oRobinson Humphrey
oSmith Barney
oEAB
Other Data Center Relocation/Integration
oSmith Barney / Shearson integration.
oSalomon Brothers / Smith Barney integration.
oTraveler Insurance data center relocation from Norcross Georgia to NYC metro.
oLegg Mason data center disposition.
oCitigroup data center relocations from NYC metro to Dallas Texas and Delaware Ohio.
oCitigroup data center relocations from Silver Springs Maryland to Dallas Texas and Delaware Ohio.
Industry Work
oContributor to Interagency Paper on Sound Practices to Strengthen the Resilience of the U.S. Financial System http://www.sec.gov/news/studies/34-47638.htm
oChair of Financial Information Forum’s High Volume Processing Working Group.
oSIA contributor “The Shrinking Window: Coping with the need for more securities processing in less time”.
oDTCC Street-side committee for STPT.
EDUCATION
oBrooklyn Tech
oUniversity of Miami
oHofstra