Project Manager Management

HOWARD BERKMAN

* ******** ***** *******, ** ***** . 917-***-**** . ***********@*****.***

SUMMARY QUALIFICATIONS

Results-focused Senior Project and Program Manager with over 20 years of

hands on management experience with about 15 years in financial services.

Extensive business and technical experience. Exceptional analytical problem-

solving ability with excellent verbal, written and interpersonal skills.

Energetic and positive team player, effective in all environments.

PROJECT & PROGRAM MANAGEMENT RELATED SKILLS & DISCIPLINES

Change Management, Business Analysis, Technical Writing, Release

Management, Business Process Modeling/Improvement/Re-Design, System Design

and Implementation, Data Analysis and Modeling, Annual Budget creation,

Meeting documentation, Testing & Defect Management (QA, SIT, UAT),

Stakeholder Management, Corporate and Industry Controls & Compliance

COMPUTER SKILLS

Training: Project Management Institute (PMI) Course, Six Sigma, SUN

Solaris, Building Better Business Relationships, Creating Service Level

Agreements, Data Communications, Presentation Skills for Systems

Professionals, Running a PMO

Hardware: Windows PCs, SUN SPARC Servers & Workstations, Tandem hardware,

AS400, Cisco Routers

Software: MS Office, MS Project, HP PPM, Clarity, Visio, Mercury Quality

Center, Remedy ARS, Sharepoint, Cognos, Rational, BML Operating Systems:

Windows, DOS, Sun Solaris OS, Guardian OS; Databases: Sybase, Oracle,

SQL, DB2

Communications Protocols/Formats: VoIP, FIX, CMS, XML, TCP/IP, WAN

Protocols, X.25, Frame Relay, MQ Series, Novell SDLC &

Methodologies: Waterfall, RUP / Agile, BusinessGenetics BML W5

WORK EXPERIENCE

Sunergix, Inc. May,

2012 - Present

Business Development Manager - Program Manager

. Manage and develop business relationships with an array of Global 5000

and growth companies, customizing IT-enabled business solutions. Includes

development of mobile solutions, enterprise software, product creation

and process outsourcing.

. Manage business process improvement programs using BML W5 and

website/mobile app programs for several large clients.

JP Morgan Chase, Inc. 2005 -

2012

Project Manager - Consulting Compliance Analyst in Asset Management

(October, 2011 - February, 2012)

. Successfully completed 2011 OCC mandated client account reviews, which

involved creation of a new account review process, creating a tracking

system in Excel, creating weekly status reports for management while

closing out any issues to achieve CPM/PM signoff. Used 2011 model for

2012 initiation, enveloping use of Beacon system as integrated tool.

Senior Project Manager / Test Lead in Core Processing Program Management

Office, Associate (May, 2010 - October, 2011)

. Successfully managed deployment and testing of code remediation required

to support migration of the European Prime Brokerage and Broker Dealer

client base formerly papered through the J.P. Morgan Markets Limited

(JPMML) entity to the 'new' J.P. Morgan Securities Limited (JPMSL)

entity, now setup as a banking entity. Involved regular interaction with

Operations, PMO team and Application Managers for nearly 80 applications.

. Peripherally to JPMSL, managed efforts for Cazenove corporate options

business and US Domestic and International Prime Custody businesses to on-

time deliveries, enabling business to seamlessly transition to the

modified platforms.

. Perform Issue Management for Core Processing team by screening, tracking

and escalating issues based on impact, using Mercury Quality Central and

meeting regularly with business testers and technology groups to reach

resolution.

. Manage performance improvement initiative for scheduled Production batch

jobs to exceed SLAs for PCWS Integration.

Program Control Office (PCO) Portfolio Manager / Senior Project Manager

(Nov 2008 - May 2010)

. Developed new PCO (PMO) office for entire Investment Bank after merger

with Bear Stearns with staff of eight; part of team selecting PM tools,

developing best practices and overall implementation and compliance /

enforcement of 15 CTO areas.

. Supported five CTO areas in the IB, assisting in JPM SDLC best practice

compliance to facilitate consistent program /project and financial

reporting and communication. Utilized Clarity, Business Objects, PAR db &

reporting tools.

. Created monthly Mission Critical Reports for Senior Corporate and IB Tech

Management to depict current status, issues and key financial information

for several CTO areas required to report at this level, including

Platform Integration and SRP.

. Successfully managed February, 2010 Options industry mandated OSI

implementation to convert all JPM systems to comply with new options

symbology structure, which impacted twelve lines of business, 77

applications, multiple technology, operations and client support areas

within firm, and eight Exchanges; taking approximately eighteen months of

preparation.

. Documented Weekly OSI Meeting Minutes and posted all key company and

industry information (test plans, scripts, and guides), while capturing,

coordinating and tracking items to closure.

. Functioned as key contact for all JPM Operations testing and

implementation for OSI. Entailed regular communication with the

Operations team tasked with ensuring all OSI impacted changes to

applications, systems and files were successfully tested with all

upstream and downstream consumers, including the OCC and the various

Options Exchanges.

Senior Project Manager, Associate Director; Bear Stearns, Inc. a subsidiary

of JPMorgan Chase (Oct 2005 - Oct 2008)

. Managed variety of merger activities with JP Morgan to assist with

tracking applications to be retained or decommissioned.

. Managed implementation of $70M+ Calypso derivatives trading system

implementation from project initiation through development, parallel and

production phases.

. Managed Calypso implementation of Equity Derivatives development,

tracking and management using Mercury Quality Center, MS Project, Niku

Workbench and HP PPM for a variety of project initiatives.

. Part of successful Equities Derivative launch of North American

Structured Equities products.

. Consistently and effectively document Calypso Business Heads and Back

Office Meeting Minutes.

. Assist in creation of management timelines, presentations and hardware,

process flow and infrastructure level diagrams.

. Functioned as liaison between PMO and Structured Equity Project Managers,

ensuring compliance with SDLC process.

UBS Financial Services, Inc.

Sep 2004 - Oct 2005

General Manager, Divisional Vice President - Client Care

. Managed client relationship in Client Relationship Manager role with UBS

CEFS two largest corporate clients: UBS & Intel.

. Managed team of 8, including 2 Client Service and 2 Business Solutions

Managers working with SPP and ESPP for over 150K broad-based and

executive-based plan participants.

. Implemented numerous process and product enhancements to permit

participants more flexibility in managing and transacting benefit plans.

Coordinated upgrades and implementations for UBS software supporting

stock option and RSAs.

. Isolated, reduced risk then rectified pre-existing processing issue with

potential to have impacted the termination dates of hundreds of corporate

clients. With team, successfully salvaged the department's reputation and

reduce possible losses.

Time Warner Cable of New York City

Apr 2004 - Aug 2004

Consultant - Senior Project Manager

. Managed rollout of new Digital Phone (Voice over IP) service to 2.5m

subscribers in N.Y Metropolitan area.

OM Technology Nov 2000 -

Nov 2003

Senior Project Manager

. Complete Project Management responsibility for customizing Retail Order

Management software (ROM) for Equity and Fixed Income trading; to comply

with Vanguard Brokerage Services specifications for $2M development

effort.

. Successfully managed project from pre Sales phase through Implementation

phase into Vanguard's production environment using OM's RUP based life

cycle, tracking progress with MS Project 2000. Managed project plans,

issues lists and status reports.

. Defined and document client system requirements as part of a thorough

Design Study/Gap Analysis presented to Vanguard Management, fully

understanding how the firm trades Equities, Fixed Income, Mutual Funds

and Options.

OptiMark Technologies, Inc. Feb

1999 - Sep 2000

Project Manager

. Managed development efforts of the OptiMark Profiling System component of

an electronic matching system for equity trading. Project scheduling

utilizing project management tools and documents (project plans,

milestones, issues lists)

. Managed the OPS development staff Project Plan utilizing MS Project for

the NASDAQ & Osaka Stock Exchange (OSE)

. Developed and deployed Release Change Management effort for creation of

Release Notes & Installation Instructions.

Merrill Lynch, Pierce, Fenner & Smith, Inc.

Apr 1997 - Feb 1999

Service Delivery Manager, Assistant Vice President

. Responsible for seamless integration of all new products and services,

including the base design, operational feasibility and accompanying

procedures and documentation, into the existing service support

infrastructure.

. Developed specific Service Level Agreements among ISPs for Merrill's most

important business systems (TGA, TGAOL, MLOL).

. Awards: Selected from 300+ employees to receive Merrill Lynch ETS

Director's Award for Q1, 1998 for demonstrating outstanding achievement

in the areas of innovation, customer service, teamwork and job quality.

EDUCATION

Master of Business Administration

The University at Albany; Concentration in Management Information Systems

(GPA 3.3)

Bachelor of Arts State University of New York at Stony Brook; Major:

Economics

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