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Project Manager

Smithtown, New York, United States
November 27, 2018

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917-***-**** - Cell


Dedicated professional with extensive technical and business experience in the fields of business analysis, product and project management, and quality assurance engineering and management, in both the financial and defense related industries. Career summary defines a diverse background utilizing mainframe, PC platforms, UNIX workstations, and the latest communications and network technologies for completing projects on time and within financial constraints. Skills summary includes:

Excellent communication, organizational, management, and leadership skills in all areas of IT.

Extensive business analysis and product management and design experience.

BRD, Project plan/scheduling, and use case analysis creation.

Extensive project management experience.

System requirements definition, design, analysis and integration.

Providing strategic vision for the Quality Assurance and Change Management areas.

Extensive experience leading QA teams in agile and waterfall testing environments.

Extensive executive management experience managing entire post development testing and change management teams.

Extensive business continuity/ disaster recovery experience.

Extensive Testing of FIX based systems.

Test script creation and utilization.

Capacity planning and testing experience.

Client On-boarding Management.



Full Project Life Cycle Manager and Business Analyst

Technical/ Management Background:

Business Analysis and Project/Product Management Accomplishments:

Lead business analyst and project/product manager for two patented Cowen products, ETF Direct and ADR Direct. Worked from the inception of these projects to create the business requirements document, the project schedule and workflow analysis and design. Managed all aspects of these projects from trader and business input, to QA, development and change management assignments as well as presenting project status to upper management. Both products were successfully launched within the desired business deadlines and are now established revenue generating trading platforms.

Implemented a firm wide project life cycle tracking system that is used for tracking all aspects of a project. The tool implemented was Team Foundation Suite (TFS) from Microsoft. Implementation of this tool has drastically improved project knowledge across the firm and allowed for more bug free releases and projects to production.

Lead business analyst and project/product manager for a non-US global principal trading platform. This extremely challenging project demanded working with the OMS vendor selected as well as the primary business drivers to analyze requirements and create a two phase project that would allow the trade desk to utilize a bare minimum trading platform within the business time constraints and the planning of phase 2 as well that would expand and implement the full suite of business requirements. Worked directly with the firm’s development and QA teams to manage their contributions to this project and tracked their progress. Also, created all the workflow diagrams to assist QA and development in their efforts.

Lead business analyst and project/product manager for the firm’s OMS integration project. This project’s goal was to take three trading OMS’s being utilized by the firm globally and integrate them into one trading OMS platform. This project is in the client and trade desk implementation phase as the integration efforts involve moving each trade desk to the new OMS one desk at a time as well as their clients.

Leading the business analysis, QA and change management efforts on an ALGO engine migration project. This project involves retiring one ALGO system and moving all clients and trade desks to the new ALGO system. This project is in the client and trade desk migration phase.

With the implementation of TFS, was the lead project manager for all projects firm wide making sure all standards were adhered to and enforcing those standards with the responsible project teams. The projects ranged from simple defect releases to new product implementations.

Working with different trade desks and sales people to formulate requirements and produce functional and technical specifications for development. Assist in the testing of these products once realized.

Working with compliance and the trade desk on compliance issues with certain trader workflows and formulating a solution to these workflows that would satisfy both compliance and the trade desk.

Hands on experience working with and troubleshooting production issues with Trade Support desk teams.

Experience in the integration of MFID II reporting requirements into OMS environments.

Quality Assurance/ SDLC Accomplishments:

Implemented an SDLC and change management work flow company wide utilizing Team Foundation Suite (TFS) and enforcing these standards.

Managed the day to day and long term strategic operations for a 15 member Quality Assurance team based in New York, New Jersey and India with an operating budget in excess of 2 million dollars. This included managing all of the projects assigned to QA.

Lead the test automation strategy for the technology department and implementing standards for this effort. Able to automate all exchange connection and order execution regression testing for projects that demanded this effort.

Worked with internal as well as external auditors and compliance officers to describe our SDLC and change management methodology for the purpose of satisfying company wide technology standardization goals.

Prepared SDLC reports for upper management from the data stored in TFS and Share Point that track:

-Development’s effectiveness in sending QA clean releases

-Quality Assurance effectiveness in finding defects

-Operation Support’s effectiveness in managing the roll out of changes to production in a timely manner.


Continuity of Business Design and Test, Infosec Officer, Quality Process Design, Implementation and Test Software

Technical/ Management Background:

Project Management and Project Life Cycle Accomplishments:

Reviewed and verified project compliance with Citigroup standards and management policies.

Ensured all departmental processes and documents related to project management were compliant and auditable.

Advised the business on all matters related to Software Quality Assurance and communicating role, responsibilities, and value of the software quality function to project staff.

Provided project management training to technology staff and management, and advised on matters of process, quality, policy and procedure.

Monitored all project deviations from the SDLC process and reported quality assurance metrics to senior Management on a regular basis.

Assisted development in preparing project SDLC documentation and archives for review by internal or external compliance staff and auditors.

Assisted technology project managers in interfacing with diverse Citigroup technology organizations to set up and maintain disaster recovery environments and managing, designing, and executing continuity-of-business testing and reporting test results to members of senior management.

Maintained and added to Tribeca Global Management LLC’s disaster recovery business plan and ensured the plan was current and reflected the needs of the expanding organization.

Communicated disaster recovery strategies and responsibilities to business and technical staff.



Project Management, Test, Integration, and Capacity Planning

Technical/ Management Background:

Project Management, Business Analysis and Quality Assurance Accomplishments:

Implemented the Quality Assurance, Kernel, OS Standardization, and Capacity functions at Insinet. Interviewed and staffed these groups with qualified personnel. These groups were responsible for all quality assurance efforts for all Instinet products, as well as testing, managing, building and supporting all OS and associated kernels used for Instinet products, and all capacity planning efforts for the company as well. Group included personnel in the US and UK. Accomplishments included:

- Finding defects and working with development to implement and test fixes for releases of Instinet’s core Trading System.

- Technical advisor for the QA group.

- Assisted in all testing efforts of group personnel.

- Year end evaluations for team personnel.

- Project management of large scale company wide projects like the creation of the core Instinet Smart Router and Trading Auctions systems.

Technical lead at Instinet for all UNIX to LINUX application migration projects. Was responsible for converting Instinet’s core Trading system to run in LINUX.

Responsible for working with Instinet internal auditors and SEC compliance officers to describe our systems capacity and performance methodology for the purpose of satisfying SEC regulations for ECN’s.

Created and executed load and stress test scripts (both manual and automated) to test the Instinet Core Trading System.


to December 1994 System Design, Analysis, Integration & Test/ QualityAssurance

Technical Background:

Systems Analyst Accomplishments:

System quality assurance and design verification for various projects/ programs, including:

- Designing and implementing system integrity/ design verification test procedures/ scripts for system GUI’s & data processing functions, and providing the customer with the capability to perform system level testing in a lab environment.

- Identified deficiencies during quality assurance testing and recommending design solutions for these deficiencies.

- Designed software code used to test a high speed digital communications link for assuring design integrity and quality.

- Isolation of problems/ debugging of system software using VAX workstations during quality assurance testing.

Start to finish program/ project life cycle experience.

Project and Business Management Accomplishments:

Prepared and presented presentations for internal and external business units.

Engineering liaison to the users and customer technical personnel for a hardware/ software modification project for the EF-111A Air Force airplane.

Organized and facilitated requirements/ design definition meetings with the customer.

Prepared and presented a training course to the users of a hardware/ software modification project for the EF-111A Air Force airplane.

Authored and organized a technical system description and user interface manual for the EF-111A airplane modification project.


September 1982 HOFSTRA UNIVERSITY BE in Engineering Science Honors: AME Scholarship

to May 1986 Hempstead, New York Minor in Mathematics Provost List/ Deans List


Fluent in Spanish

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