Project Manager Management

SAMUEL E. BYRD

**** ******* *****/ *********, ** 28269 / H 704-***-**** / *********@*****.***

FINANCIAL SERVICES PROFESSIONAL

Relationship Manager / Team Leader / Treasury & Custody Manager

Cash Management & Treasury, Client Services Operations,

Service Delivery Enhancement, Risk Assessment, Project Management, Test Lead

Demonstrated record of leadership in financial services for major US corporations. Strengths encompass detailed client services operations, trade processing, mutual fund/global investment services, cash management/treasury, business analyst, project management & risk management. Goal oriented leader with solid team building, interpersonal, communication, and analytical problem solving skills.

PROFESSIONAL EXPERIENCE

Pionear Charlotte, NC 4/2010 to 6/2011

Sr Project Manager – SLRM Data Assurance & Delivery

Migration Coordinator – SLRM Data Assurance & Delivery

Project Manager for SLRM Data Assurance and Delivery Team for Bank of America. Direct participation in development and implementation of business solutions including managing project risk through comprehensive migration assessment and planning techniques. Effectively researched, analyzed and reported on project performance to maintain quality of services, deliverables, and project content.

Effectively performed as Migration Coordinator maintaining daily communication with Sr. Change Managers, Sr. Technology partners, Sr. Migration partners and Data Assurance analyst to coordinate cross-project migration initiatives and activities. Proactively maintained migration dashboard including compiling and managing bank documents. Effectively provided migration updates including participation in weekly department meeting and hosted weekly migration call in direct support of migration efforts.

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Aerotek Professional Services Charlotte, NC 2/2009 to 2/2010

Manager – FIU Anti-Money Laundering

Team Lead for 14 Anti-Money Laundering analysts in the Financial Intelligence Unit for Wachovia Bank – a Wells Fargo Company. Direct assistance with more complex investigations providing guidance, coaching, and motivation to achieve department set quality standards. Daily, weekly and monthly reviews of teams’ production and quality ratios to ensure overall team is meeting set milestones. Provide ongoing feedback and recommendations to management to ensure department objectives are be met and accomplished. Thorough knowledge of the Bank Secrecy Act (BSA) and completion of Suspicious Activity Report (SAR) writing training.

COMSYS IT PARTNERS, INC Charlotte, NC 2/2008 to 7/2008

Senior Business Analyst – Basel II Corporate Risk and Compliance

Supported Basel II Plus Regulatory and Program Relations team for Bank of America. Direct contact with Operational Risk, Risk Capital and Portfolio Analysis, and Corporate Audit for compiling and maintaining bank documents in direct support for Sr. Managers as it relates to regulatory examinations. Test Lead for RT UAT Reporting for June 08 Release including daily contact with Sr. Change Managers and end-users for vital input associated with BRD and test plan. Daily use of Quality Center for test script and defect tracking including test script creation/execution and Defect creation and resolution. Hosted Test Readiness, Test Inventory, Defect, and Go/No Go Decision meetings for approvals to move forward to deployment.

ACCENTURE, LLP Charlotte, NC 3/2005 to 1/2008

Consultant, Financial Services

Executed high priority Wachovia Bank Basel II initiative performing remedial actions necessary resulting in major reduction in deficiencies in executive communications, Basel II program release strategy/plans, PMO staffing and core processes. Proactively researched risks, issues, and change controls to managed weekly delivery tracking reporting aspects of the program achieving an effective, detailed, transparent status of the Basel II initiative.

Performed as Pipeline Controller for Bank of America C&CST batch processing testing. Hosted daily status meetings, system bulletin board checks and closely monitored emails resulting in prevention of late processing, system breaks, outages, migrations and script reruns. Provided guidance to environment managers, application teams, TDMs, and testing teams to ensure timely updates of status reports, status lines and distribution lists. Manage ongoing archiving of old status reports, old batch checklists and updated documentation the enabled proactive readiness for upcoming releases.

Completed key responsibilities as Test Coordinator for Bank of America AML-KYC Phase 2 technology SIT release. Daily communication with offshore leads to facilitated testing efforts for multiple applications. Created/maintained consolidated tracker for test plans, traceability matrix for test scripts, test tracking documents and test calendar for accurate instructions during release.

DEUTSCHE BANK / STATE STREET, Jersey City, NJ 9/2001 to 1/2004

Assistant Vice President, Client Service Group

Managed pre/post merger and acquisition project between Deutsche Bank/State Street processing platforms including planning, risk reduction, compliance, integration, documentation, technology support and transition scheduling.

Planned, coordinated and administered client training of new and existing bank products/services. Direct contact between technology support and client for web based applications including system inquiries concerning user identification setups, levels of authorization, verification and access to specified accounts data.

Created specialized monthly report for direct planning, development, budgeting and operating of relationship management services for a major institutional client generating $15 million in annual revenues. Full participation in comprehensive account semi-annual and annual audits for verification of all entry exceptions including dividends, interest, check disbursement, domestic and global security holdings, contributions and distributions.

BROWN BROTHERS HARRIMAN & CO, Jersey City, NJ 2/2001 to 9/2001

Supervisor, Trade Processing Group

Drove client relationships through investigative research and resolution of failed US and global trades using DTC,

FED, PTC, Cedel and Euroclear. Worked directly with relationship managers and senior managers to report account status, and recommend improvements to expand processing services. Provided leadership, training and support to three Senior Trade Processing Specialists.

THE BANK OF NEW YORK, New York, NY 6/2000 to 7/2000

Assistant Manager, Mutual Funds Group

Successfully completed all aspects of transitioning global and domestic assets between fund advisors, client, and old/new custodian. Direct approval of all daily trade activities including foreign exchanges, check distributions, US/international wires and internal transfers. Monitored, evaluated and reported account overdrafts to risk management, fund advisors and client for accurate daily cash availability.

THE CHASE MANHATTAN BANK, NA, Brooklyn, NY 8/1994 to 1/2000

Assistant Treasurer, Client Services Group / Global Investor Services

Executed key aspects of pre/post merger and acquisition activity including record keeping, system checks, contingency, old/new account residual cleanup and accurate account transfers. Execution of a series of mock and live system test ensuring smooth and accurate migration of data to production.

Promoted through a series of high priority assignments based on contributions to corporate growth and profitability. Led a team of eight Trade Settlement Specialists performing daily domestic/global trade activity using DTC, FED, PTC, Cedel and Euroclear. Worked directly with relationship managers and managing director to completely allocate appropriate staffing and resources for new and existing accounts.

Managed daily approval of all trade related activities including foreign exchanges, corporate actions and US/international wires.

Monitored and reported client cash balances, failed trades, New York Treasury cash exceptions, account payables, trust advances, write offs, and internal exceptions ensuring accurate transactions of cash and assets for new/existing accounts.

EDUCATION

Bachelor of Arts, Humanities–Communication and Human Resource Management

Dominican College, Orangeburg, NY 1992

SYSTEM SKILLS

SWIFT, Titan 1-4, GTI, AIMS, GlobeNet, Polaris, Lotus Notes, MS Excel, MS Word, PowerPoint, Mercury Quality Center, ECRIS, CIW, DocumentDirect, Searchspace IEF, RUMBA, LexisNexis, NEWTON, Msb.Gov, ICMS, Spotfire, Merrill LRM Studio, In$ight

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