Project Manager Data

LEONETTE M. FEREBEE, PMP

*** ****** ****

West Orange, NJ 07052

*********@*****.***

973-***-**** Home

917-***-**** Cellular

RANGE OF EXPERIENCE

Background in the financial industry with market data experience across

various business lines such as Investment Banking, Equities, Fixed Income

and Trading. Infrastructure architecture and market data trading systems

projects/support. Managed projects from market data implementations,

training, trading floor relocations, platform conversions, cost savings,

contingency planning and technology improvements. Communicate with head

of trading desks and business units to determine market data needs for

cost savings, contingency planning and technology improvements.

EDUCATION/MEMBERSHIP

Bachelors Business Administration, Computer Information Systems, Bernard

M. Baruch College, New York, NY

CERTIFICATIONS

Project Management Professional (PMP), Certified through Project

Management Institute (PMI), 2009

PROFESSIONAL AND BUSINESS EXPERIENCE

Credit Suisse, NY: Project Manager, Consultant, December 2009 - Present

Summary: Responsible for managing Application Decommission project for

Corporate Systems.

. Create and maintain a project schedule for Corporate Systems

Application Decommissioning by identifying and monitoring overall

project timeline, project milestones, tasks, and resources using

Microsoft Project.

. Coordinate and develop approach documents for the application

retirement work stream.

. Coordinate and follow-up on analysis activities to classify

applications portfolio (700 + applications).

. Coordinate data gathering activities with line teams and

infrastructure teams in Zurich.

. Track and coordinate follow-up activities in architecture design on

applications that require archive solutions.

. Track and coordinate with line teams on development/migration work

that needs to be done to retire applications.

. Identify high impact, high risk, problem applications/areas for follow-

up/focus/risk mitigation.

. Coordinate the retirement execution activities between assigned

resources (Line Teams, TIS and Core Team).

. Coordinate and identify pilot applications for various phases of the

program.

. Produce migration roadmap for all applications that need special

attention.

. Liaise, manage communication about project progress with line teams,

peer architects and stakeholders

Thomson Reuters, NY: Project Manager, Consultant, October 2008 - December

2009

Summary: Responsible for managing migration for program of assigned

regions in an effort to migrate to new market data platform.

. Create and maintain a project schedule for each region by identifying

and monitoring overall project timeline, project milestones, tasks,

and resources using Microsoft Project.

. Establish communication methods for the stakeholders within the

organization.

. Documented lessons learned including corrective and preventive actions

and presented at a team meeting.

. Worked closely with cross functional groups to resolve issues by

interfacing with technical resources to resolve problems.

. Planned process around migration which involved: Sales hand-off, order

processing, client kick-off, weekly meetings, infrastructure

deployment, training, and user entitlements.

Bowne, NJ: Project Manager, November 2007 - October 2008

Summary: Managing projects for assigned client based and work closely

across multiple work streams and cross-functional teams.

. Lead team of consultants for 2008 initiatives for projects to automate

existing manual processes.

. Overall accountability for the installation of new and existing

applications. Supervision of a team of Business Analysts.

. Managed projects which included performing the detailed planning,

managing project execution and completion of small, medium and large

projects.

. Scheduled, lead and documented conference calls and meetings (kick off

meeting, status meeting, management update meetings) between

discipline groups, and distribute minutes and action items.

. Established and managed project budget and timelines as well as

ensure adherence to defined development lifecycle.

. Conduct all parallel and final testing to ensure all specifications

and requirements have been adhered to and full Q/A tests have been

conducted with proper sign offs internal and external.

. Ensure smooth installation process for new clients, and correct

procedures are followed and in place for all departments.

. Adhere to change control process, customer support, and follow SOX

compliance policies and procedures.

ICAP, NJ: Project Manager, Consultant, April 2007 - August 2007

. Project Manager for EBS and ICAP merger. Manage transition of

technology needs to ICAP.

. Role includes managing development processes to ensure they're

transitioned to new infrastructure.

. Work closely with team of developers, senior management, and

technology staff to ensure technology needs are met.

. Schedule, lead and documented conference calls and meetings.

. Plan projects and plans from inception to completion.

. Work with global team and local users to evaluate existing service to

ensure contractual needs will be met at ICAP.

Merrill Lynch, NY: Project Manager, Consultant, July 2006 - March 2007

. Project Manager for Blackrock merger. Role involved establishing

market data environment for post merger.

. Scheduled, lead and documented conference calls and meetings.

. Worked with global team and local users to evaluate and migrate new

products and services.

. Planned projects from inception to completion which included

technology, business, and vendors.

. Managed deployment by working closely with technical and business

teams.

. Technical liaison with external vendors and stock exchanges for

production support issues.

. Network Liaison: Worked closely with networking for all market data

installs.

Enterprise Solution Providers (ESP), NY: Lead Business Analyst,

Consultant, March 2006 - June 2006

. Manage team of business analysts to document current Equity Front

Office systems of a Major Investment Bank (Credit Suisse), to

facilitate the off-shoring of support, maintenance and development

functions.

. Worked closely with Equity Front Office to ensure that the project's

deliverables are clearly identified, documented, tracked, and

executed.

. Manage day-to-day relationship with client; re-assess plans,

communication of status at weekly meetings.

E*Trade Financial, NY: Project Manager, August 2005 - November 2005

. Managed Retail projects from inception to completion, which includes

working closely with Retail side of business. (eg. Replacement of

market data feeds, database upgrades, trade flows modifications,

server upgrades)

. Managed project sign off, and prepare budget for new initiatives and

ensure projects do not fall under/above budget costs.

. Worked closely with technology (network, systems engineer,

development, business) and vendors to facilitate retail based

initiatives.

. Ordered hardware/circuits and decommissioned older equipment.

. Scheduled, lead and documented conference calls and meetings (kick off

meeting, status meeting, management update meetings) between assigned

groups, and distribute minutes and action items.

Credit Suisse First Boston, Market Data Analyst, Consultant - Oct 2004 -

March 2005

. Managed and support market data services for Fixed Income trading.

. Managed and implemented cost savings initiatives for assigned business

lines.

. Identified and implemented further cost savings opportunities and

strategies throughout the region.

. Analyzed current usage statistics and made rationalizations as

appropriate.

. Evaluated services and presented viable options to GMDS management,

users, department heads and COO's.

. Worked with finance team to ensure accurate cancellations and

adjustments of services.

. Made permission adjustments related to the project (DACS4, DACS5,

FITS) for all business units in line with requirements and contractual

obligations.

. Managed market data initiatives and served as single point of contact

for Fixed Income business.

. Managed inventory and invoicing reports via data pulled from FITS

system.

Reuters America - Independent Consultant, New York, NY, - Deployment

Coordinator, March 2004 - October 2004

. Worked closely with the journalist (business) and technology to ensure

that the project's deliverables were clearly identified, documented,

tracked, executed, and completed for the new editorial news system.

. Planned projects to include development, testing and deployment by

working closely with technical and business teams.

. Monitored project status in an effort to ensure requirements were in

alignment with new editorial news system.

. Performed Business Analyst role to obtain strong understanding of

editorial news system. The process requires 50% travel to major

editorial bureau locations and performed audits of existing editorial

system. Managed audit and deployment process for Mexico, Miami and

Chicago.

SunGard Trading Systems, NJ: Project Manager, November 2002 - February

2004

. Managed DMA/PT (Direct Market Access/Program Trading) installs from

inception to completion.

. Worked closely with internal and external resources to facilitate

installation of DMA/PT products (U2, UMA).

. Duties included gathering the initial project requirements and

transform them into executable requirements.

. Scheduled, lead and documented conference calls and meetings (kick off

meeting, status meeting, management update meetings) between

discipline groups, and distribute minutes and action items.

. Coordinated and worked closely with the various discipline groups

(Product Management, Development, Application Support, QA, Client

Services), serving as single point of contact across the organization.

. Worked closely with assigned clients in the financial industry to

facilitate client requests (Brass, ATO - Auto Take Out system). Acted

as liaison between client and technology (Development).

Deutsche Bank, NY: VP - Project/Relationship Manager, May 2001 - May

2002

. Worked within GM Project Management team and shared the ownership of

all project-related activities that pertain to the Global Markets

Organization.

. Worked closely with the business and technology staff to ensure that

all project deliverables were clearly identified documented, tracked,

executed, and completed.

. Worked on issues such as sign off on project budget, systems

architecture and project reporting.

. Developed process to analyze infrastructure charges to user groups,

and came up with solution that resulted of $6 million of savings.

. Planned projects from inception through specifications, development,

testing and deployment by working with project teams including

technical, trading and senior management.

. Maintained a close and effective working relationship with the

business community. Learned their informational and operational

requirements. Promoted and ensured the use of corporate standards and

procedures. Liaison between departments and MIS groups.

. Identified end-user needs; created integration and deployment plans.

. Interacted with different disciplines, such as the business units, end

user technology, infrastructure, networking, developers, and market

data.

. Addressed integration and deployment issues on a global basis,

developed plans for expanding and improving distribution and

maintenance of operating system and application software.

PricewaterhouseCoopers: Consultant, March 20, 2000 to May 2001

Alliance Capital Management - Consultant Engagement at

PricewaterhouseCoopers

. Created project plans for all projects including use of market data

services. The project plans included task definitions, task

assignments and time lines. Worked closely with all affinity groups

(networking, desktop, Internet) to facilitate all projects. Project

plans created were for Bridge 6.29 rollout, recent merger,

decimalization, and MDM schedule.

. Implemented use of market data inventory tool Market Data Manager

(MDM) to capture inventory of market data services for North America,

Asia, Europe, and soft dollar users. Process included invoice

processing, delivery of market data reports to business lines, and

financial reporting.

. Extensive Trading Floor, Retail, Investment Banking, and branch

support.

Administered and supported all market data related requests for North

America and Global offices. Created ids for Bloomberg, Bridge,

Instinet, NASDAQ, Telerate, Reuters, etc.

. Served as the Market Data liaison for all vendors who provided

services for Alliance. Single point of contact for new upgrades,

installs and contract related issues.

. Created Market Data Project Plan related to the recent merger of two

Fortune 500 firms entailing the coordination, assessment, and delivery

of market data services to the newly combined organization.

Network Liaison: Worked closely with networking for all market data

installs, which involves adds/moves/changes of routers. Notified

networking if any modifications were made at vendor level, which could

effect the Alliance network (e.g. IP address changes)

Bear Stearns - Consultant Engagement at PricewaterhouseCoopers

. Worked with TMO (Technology Management Office) during the Project

Start-up, Discovery, Resource Planning, Business Unit Assessment, and

Lab Testing stages for major relocation initiative.

. My role during this engagement was to Author, Finalize, and obtain

client Sign-Off on the Market Data Project Plans for the clients

global corporate headquarters relocation to 383 Madison Avenue in New

York.

Goldman Sachs: Independent Consultant - Equities Business Analyst, May

1999 to February 2000

. Business Analyst member of Y2K Project Office Team with concentration

on Contingency Planning and Event Management. Role included strong

understanding of trading business and role of technology in meeting

business needs. Interviewed various business units in London office

to determine market data alternatives. Created detailed matrix of

market data vendors and services for transition weekend.

. Developed interview strategy to uncover business flow; data used to

create contingency plans for New York, International Equities and

Fixed Income desks. Reviewed trading system order flow to assist in

defining market data dependencies. Strong interaction with various

market data vendors to obtain assessment, contingency, and transition

weekend plans. Coordinated vendor collection efforts for Transition

Weekend.

. Responsibilities involved dialogue with critical vendors and

determining detailed information such as checkout procedures, data

availability, and support.

SG Cowen: Senior Market Data Analyst, February 1997 to May 1999

. Supervised team of consultants in market data services on Y2K and

technology issues.

. Extensive Trading Floor, Retail, Investment Banking, and Correspondent

support. Coordinated requests for new installs, system enhancements,

and client upgrades.

. Managed rollout of new applications, which required involved all

phases of the System Development Life Cycle (SDLC), and experience

with all phases of product and business lifecycles.

. Quality assurance (testing) of new market data systems introduced in

environment.

. Supported market data operations including troubleshooting technical

and content problems for all vendors and services.

. Coordinated installations of circuits, and supervising move of circuit

from dmarc to assigned servers.

. Participated in various projects aimed at migrating LAN-based

solutions including NASDAQ, Autex, and Bloomberg.

. Modernized market data infrastructure as part of service improvement

initiatives. Projects included ILX server farm expansion, upgrade and

rearrangement. Managed Instinet router conversion and Bridgestation

circuit upgrade.

. Supervised inventory of desktops for market data equipment and

services. Supervised outsource vendor in an effort to allocate

expense and reduce redundant services. Role also included training

traders and brokers on ILX client software.

. Prepared project plans for market data projects including task

definition, task assignment, and time lines.

Smith Barney: Fixed Income Client Manager, August 1995 to February 1997

. Directed staff of professionals in the design and implementation of

efficient and cost-effective telecommunication equipment (market data

equipment, phones).

. Monitored project status and reviewed with clients on a timely basis.

Identified and resolved problems, which may have impacted the project

results. Interface between Client and the Telecommunications

Department for all projects and activities requiring

telecommunications equipment and services.

. Provided market data services through departmental requests (Reuters,

Bloomberg, Telerate, NASDAQ, and ADP).

. Performed site surveys for installs and moves. Prepared instructions

and documentation for technicians.

. Coordinated the implementation and testing of hardware and software

with client, systems and vendors.

. Determined most cost effective solutions to user problems & requests

(Managing Business units P/L CMS reports) Market Data Apps includes,

ADP, ILX, Reuters, Telerate.

Merrill Lynch: Project Manager, August 1994 to July 1995

. Served as liaison between end users and systems development team.

Conducted needs analysis and effectively communicate requirements,

specifications for systems development. Trained and assisted

investment bankers on market data software.

. Beta tested new applications. Monitored the accuracy and quality of

real-time market data. Kept current on new product development and

enhancements, marketing activity, and changes in the industry.

. Heavy vendor interaction regarding running of real-time applications.

Provided heavy end-user support on software and hardware. Made user

modifications on Banyan network (user profiles).

ILX Systems: Technical Support Analyst, July 1992 to March 1994

. Provided Account Manager duties and responsibilities for assigned new

accounts. Provided intensive end-user support on software and

hardware. Supported System Administrators on adding new users,

editing login scripts, and granting rights.

. Setup and configured PCs, both hardware and software, including those

attached to the IBM Token-Ring Network. Coordinated installs and

performed training to ILX clients, which required 65% travel.

. Troubleshot Token-Ring LAN (reset MAUs on patch panel, confirm printer

drivers and queues using OS/2, and reset printer adapters).

Configured LAN Servers for clients (Install software and setup users).

Conducted weekly conference calls to Vice Presidents on install

activity status.

TECHNICAL CAPABILITIES

Windows Vista, Windows NT, UNIX, DACS, Triarch, TIBCO, TCP/IP

MS Excel, Word, MS Access, MS Office, Visio, MS Project, Market Data

Manager (MDM), ILX, ADP, DACs,, FITS, Reuters, Newsedge, Firstcall,

NASDAQ, Bridgestation, Bloomberg, Autex, Instinet, Trackdata, Factset,

ECN's, Marketsheet, Kobra, U2, UMA

Fundamentals of the Securities Industry I, DACS Systems Administration

vs 5.0, Market Data Manager (MDM), Understanding Triarch, UNIX

Administration

References: Furnished upon request

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