Project Manager Quality Assurance, Business Analyst, Product Mgt

Tammy Leung

*** **** ******, ********, ** *****

(H) 732-***-**** or (C) 908-***-****

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

Summary

Project Management Business Analysis Project Lifecycle Mgt.

Release & Change Mgt. Product Management Vendor Management

Front/Back Office Mgt. Account Management OMS/EMS Workstation

Quality Assurance Mgt. Implementation Equity Trading

● Experienced professional in Equity Capital Markets with demonstrated success in product management, project

management, front–to-back office operations, client relations, quality assurance and unit testing, and equity trading

Relevant Professional Experience

JP Morgan Chase, CWM Division, New York

Project Manager – Consultant (August 2012 – August 2013)

● Managed the implementation to migrate the JPMC managed account platform

Lead Project Manager on 3 projects within the program

Work cross-functionally with Business Analyst and Technology team to deliver business and functional requirements

Execute and maintain project management processes and disciplines using traditional project management methodology;

waterfall approach

Mitigate risk factors through careful analysis as well as anticipate and manage change effectively with vendors and

internal groups

Coordinate quality assurance testing and end-to-end UAT testing with vendors and QA group

Produce and maintain documentations of progress within Sharepoint, Excel, and Clarity PPM

Create and sustain weekly status report on the program level for presentation to stakeholders

Deutsche Bank, CTB Division, New York

Business Analyst/Project Manager – Consultant (May 2011 – August 2012)

● Managed the global migration of the Electronic Sales Reporting Platform by decommissioning multiple feeds

Lead Project Manager for the US region managing all phases of the software development lifecycle (SDLC) for a custom

solution

Collaborate with regional project managers in the UK and Asia to identify functional gaps between front and back end

sales reporting system

Provide IT with business requirements of exclusion rules and exceptions

Work closely with Sales Traders to ensure accuracy of client portfolio during data transition from OMS to sales reporting

system

Create test cases for UAT and Pre - production testing as well as document all findings

Produce and maintain documentation of project deliverables, milestones, timeline, risk, and mitigation

Create and present progress report to Stakeholders and Business Managers

Fidessa Corporation, EMS/OMS Product, New York

Project Account Manager/Business analyst (Dec 2006 – Feb 2011)

● Handle all EMS Workstation Client implementations for the US Equity Trading platform

● Manage a team of 10 collectively from various internal groups; development, infrastructure, connectivity, operations, and

QA

● Maintain SDLC process, milestones, deliverables, and developed documentations for internal/external audience

● Identify functional gaps, business requirements, infrastructure connection, and Fix connectivity certification

● Enhance usability for client with customization of front end system, training, and onsite support

● Establish and maintain an efficient process for allocating resources

● Concurrently handled implementation of multiple client conversions

● Manage client expectation and track all client request and issues on an in-house system; “TeamTrack”

SunGard Trading Systems, BRASS, New Jersey

Product Manager/Project Manager – BRASS Trading System (Jan 2003 – Nov 2006)

• Work closely with top tier clients to develop business requirements for; Nasdaq Single Book initiative –

Market data analysis, PNKS and OTC BB Limit Order Display, Stop Stock Functionality, and Nasdaq Crossing

Functionality

• Identify functionality gaps between the Motif and Windows version of the BRASS Trading System

● Work with development to ensure understanding of functional business requirements

● Assist QA with proper test cases for new functionalities

● Create detailed functional release notes and provide training for internal and external audience

Client Service Manager – BRASS Trading System (Jan 2000 – Jan 2003)

● Responsible for managing the Client Service Help Desk with a staff of fifteen employees

● Effectively support 200 clients by streamlining work schedule to maximize coverage for customer support during market

hours as well as pre and post market hours

● Monitor and track proper closure of all client issues using HEAT ticket system

● Assist client service representatives in handling irate customers, difficult client issues, compliance issues, and procedural

issues.

● Coordinate installation of BRASS Trading System and implementation procedural changes for all clients

Client Service Representative – BRASS Trading System (April 1997 –Jan 2000)

● Provide daily support for 150 clients handling customer calls and opening new accounts

● Perform routine testing of the BRASS Trading System to ensure optimal performance and usability

● Successfully implemented the BRASS Trading System for multiple clients

● Inform customers of new releases and provide end-user training on new functionalities

● Log and track each call on an in house system “HEAT” to provide quality service

● Manage 15 Paine Webber correspondent clients by providing project account management services

Lynch Jones and Ryan, New York

AVP Equity Trader (Jan 1993 – 1997)

● Managed client portfolio with net worth over 2 million dollars by obtaining best execution trading on the NY Stock

Exchange (NYSE)

Supervisor of Operations (June 1986 – 1993)

● Managed and supervised the daily operation of all trading functionality

Soft skills

Microsoft Project 2010

Microsoft Excel

Microsoft PowerPoint

Microsoft Visio

Microsoft Word

Education

BA (unattained), Hunter College, New York

Affiliations

Series 7 (expired)

Series 63 (expired)

Series 55 (expired)

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