Project Management
Resume:
BRYON U JACKSON
Hackensack, NJ, 07601
201-***-**** Cell
201-***-**** Home
********@*******.***
********@*******.***
SUMMARY:
Outstanding MBA professional with over twelve years of
management experience defining and driving strategy
across
the enterprise, partnering with key stakeholders from
all lines of business to deliver that strategy to the
organization
membership; continually evaluating products and services
to meet changing market, competitive and member
conditions;
ensures that business objectives, products (Fixed
Income, FX, Equity & Derivatives), and service support
organization's
position as a leader in the financial services, seek VP
or Director level career opportunity in Managed Accounts
Operations.
American Express, Stamford, CT.
Sr. Manager
(02/23/09 -12/23/09)
. Setup new clients into system.
. Developed, rollout and managed key clients programs that improved the
client experience (e.g., new client on-boarding, client retention
programs)
. Worked with our field partners, market research group, other cross-
functional and direct client feedback to understand the needs of our
clients, identified opportunities to improve their satisfaction and
implemented projects/programs.
. Provided analytical support; overseeing ongoing tracking and reporting
of programs/project success metrics.
. Provided business owners support that field and client service teams
success factors.
. Managed and maintained internationally and domestic relationships with
clients, making sure that requests were met, project milestones,
deliverables, timetables and budget. Ensured clients are satisfied
with the level of service, and that reporting projects stay on track
to meet all deadlines. Effectively coordinated with the various
clients departments, auditors, and internal departments to deliver all
reporting projects in accordance with the agreed upon productions.
Coordinated and oversee all participants assigned to a project to keep
it on track and on budget.
. Discussed service issues and problems with the clients and senior
management. Ensured that issues were communicated to the next level of
management.
. Demonstrated reliability, proficiently and consistently in performing
the highest level client service.
Detica Consulting LLC, New York, NY.
Consultant at Societe Generale, Jersey City, NJ
(05/28/08 - 7/3/08)
. Prepared monthly Management reports with business metrics for senior
management.
. Operations data analyst, product mapping and reporting.
. Implementation of RCRT reconciliation system for regulatory reporting
department.
. Implementation of policies, process reengineering and documentation of
workflow.
Credit-Suisse Investment Bank, New York, NY.
Consultant (01/28/08 - 3/28/08)
. Prepared monthly Management reports with business metrics for senior
management.
. Reviewed and run reports, journal entries, special projects and
reconcile AP invoices.
. Used Business Objects, Access and Excel to update and prepare reports.
. Prepared invoice to bill vendors. Accruals, expenses, trend reports,
billing and monthly closings.
10/25/04 - 6/30/07 Citigroup - Smith Barney, New York, NY.
Vice President, Managed Accounts Operations (2/1/2006 to
6/30/2007)
Consultant (10/04 - 2/06)
. Reported to Head of Operations.
. Managed overall product strategy and implemented managed accounts
programs.
. Lead the overall Managed Account vision and product strategy for
Citigroup.
. Guide the cross-functional investment product team through the
articulation of clear and concise product, and service strategy and
roadmap which synthesizes the overall market opportunity alone
customer needs, market opportunity along with current and potential
market position to yield the optimal path for success.
. Identified new features of existing products as well as product lines
based upon customer needs, market dynamics and core competencies.
. Collaborated with Product Line Managers across the origination to
translate product vision into tactical products, services and projects
which can be developed and brought to market quickly and efficiently
with the highest potential for success and return on investment.
. Collaborated with Marketing to ensure that advertising, marketing
messaging and product pricing structures, packaging, collateral and
sales tools best highlight the core benefits of delivered products and
ensure in market success.
. Champion the vision and strategy with management, sales force,
members, and industry leaders to ensure products are inline with
marketing strategies and data services.
. Developed the strategic product roadmap that guides the longer-term
evolution of our Managed Account business and provides products
necessary to meet our future growth aspirations and commitments.
. Provided broad thought leadership concerning the strategy for growth
of the Managed Account business and follow-through with product
implementation.
. Set performance goals; administer performance evaluations, skills
assessment and recognition programs.
. Ensured team was 100% compliant with internal policies, regulatory and
legal compliance at times.
Merrill Lynch, NY (6/98 - 10/04)
AVP, Managed Accounts Operations (4/00-10/04)
Associate to Sr. Associate (6/98-4/00)
. Worked collaboratively with client relationship team, product
management, technology, operations partners to implement, enhance and
maintain a rewarding account experience for managed accounts clients
and advisors.
. Managed day-by day process that ensured new accounts had proper
documentation, accurately open, processed daily accounts activity,
research discrepancies, advisory billing, corporate action processing,
performance reporting and closed out accounts.
. Daily, weekly and monthly general compliance for SMA group and special
project.
. Provided thorough project reporting including project milestones,
deliverables, timetables and budget. Took an active role to ensure
delivery of agreed upon project objective on time and on budget.
. Provided leadership in the successful implementation of cross
enterprise projects to improve the client account experience for over
3,000 clients.
. Managed overall product strategy and implemented managed accounts
programs.
. Created business requirements, managed and coordinated product
development.
. Provided support to sales and service.
. Investment Advisory's Act of 1940 and fiduciary principles in general.
. Coached and mentored subordinates and identified training needs and
approved development plans.
. Ensured department was operating efficiently and client relationship
was solid.
. Worked collaboratively with client relationship team, product
management, technology, operations partners to implement, enhance and
maintain a rewarding account experience for managed accounts clients
and advisors.
. Managed day-by day process that ensured new accounts had proper
documentation, accurately open, processed daily accounts activity,
research discrepancies, advisory billing, corporate action processing,
and performance reporting and closed out accounts.
. Daily, weekly and monthly general compliance for SMA group and special
project.
. Provided thorough project reporting including project milestones,
deliverables, timetables and budget. Took an active role to ensure
delivery of agreed upon project objective on time and on budget.
. Completed and conducted mid and year end performance appraisals on
time.
. Oversee reconciliation on accounts.
. Ensured staff was 100% compliant with internal policies, regulatory
and legal compliance at times.
1/97 - 6/98 Avis Rent-A-Car, Newark International Airport, Newark, New
Jersey
Operations Manager
. Supervised rental staff of thirty including hiring, training,
appraisal and employee development
. A/P, A/R, Invoices, billing, Excel reports and pricing.
EDUCATION:
University of Bridgeport, Bridgeport, CT
MBA, in Business Administration, December 1996/GPA 3.23
Fairleigh Dickinson University, Teaneck, NJ
BS, in Business Management and Accounting, December 1995/GPA 3.30
SKILLS:
Advanced proficiency in MS Word, Excel, P2P, Citivision, CheckFree APL,
Smart Stream, SunGard, Business Objects, JD Edwards, Hyperion & PeopleSoft
CRM, Bloomberg, Pivot tables, Power Point, Access, Lotus 1-2-3, Excel, and
QuickBooks
.
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