Management Project

An experienced and result oriented financial industry professional with a

broad array of Business Analysis, Project management and Information

Technology skills responsible for Full Life Cycle Projects on Cross

Functional Teams with a primary focus on structured fixed income, fixed

income derivatives and equity derivatives.

Professional Experience

Bank of New York Mellon - VP, Senior Business Analyst - Analytics

2007 - Present

Initiate and manage collaborative partnerships with internal teams and

senior managers, external clients and vendors. Gathering and documentation

of business requirements. Development, documentation and implementation of

current and future-state business processes. Change management and business

user testing coordination.

Accomplishments include:

. Authored business requirements and owned the on-boarding of Structured

Investment Vehicles (SIVs) and other conduit pass-thru structured

products.

. Developed the business process used in the administration of Government

Stabilization programs.

. Management of initiative to integrate 3rd party data and analytics into

existing Government Stabilization programs.

. Prepared Dodd-Frank transparency reports for "Super SIVs" Maiden Lane II

and Maiden Lane III.

. Managed and documented the on-boarding and launch of Trade MAPS 2013-1.

The first of its kind multi-seller structured pass-through.

F-O-R Consulting Group 2004 -

2007

Client: State Street Bank - Treasury Trading

Business Analyst - System Selection

. Assist client in selection of business support system to provide

analytic trading support as well as STP operational support for Credit

and Interest-Rate Derivatives.

. Authored and published the RFP; Evaluated RFP responses; Developed

vendor test cases & data sets; Evaluation of vendor performance vs.

RFP response; Gap and impact analysis.

. Accomplishment: Selection of system; Definition of extra-system

business requirements.

Client: IVY Capital Partners

Business Analyst - System Selection

. Developed the roadmap to provide a comprehensive risk management and

business-support platform.

. Defined requirements and macro targets: Current State => Interim State

=> Final State.

. Result: authored and published RFP.

Client: Bank of America

Business Analyst / Project Director - Global Equity Derivatives (GED)

. Authored the plan that generalized and scaled the GED trade execution

and P&L system to serve as an enterprise-wide service.

. Ownership of the overall project.

. Result: Initiation of the GED P&L Service to the Equity Finance and

Corporate Investment businesses.

Client: Credit Suisse First Boston

Business Analyst / Project Direction - Risk Management Technology

. Authored the end-state system and process proposal. Shepherded the

proposal through to completion.

. Served as the project director upon approval of the proposal.

. Designed the data model and functional specifications (CDO, MBS, CMO &

ABS).

Logic International Consulting

2001 - 2004

Director of Hedge Fund Practice

Client: Navigator Capital Management (Hedge Fund)

. Implementation of infrastructure required for launch of fund-of-

funds.

Client: Spectrum Global Fund Administration (Hedge Fund Administrator)

Interim CTO

. Developed technology expansion plan designed scale the systems

development effort to support aggressive business growth.

Client: Archeus Capital Management (Hedge Fund)

. Sourcing and implementation of systems and services, Data &

Analytics and Transactional systems.

National Healthcare Resources (Company was purchased)

1999 - 2001

Vice President, Director of Software Development

. Built out and actively managed the department of 40+ FTEs, in four

locations.

. Result: Development and mass deployment of a medical claims processing

system within 18 months of hire. The new system produced a 25%

improvement in efficiency and a 30% reduction in error rates.

THI, Software/consulting services to financial services sector (Company was

purchased) 1995 - 1999

Senior Managing Director, Consulting Practice

. Responsibilities included - RM, RFP response, cost estimation, resource

requirement estimation and in-situ management of developers.

. Education: developed and presented classes in Capital Markets and

Derivative Products

Classes given to:

. UBS marketing, middle-office, technology, and back-office staff.

. ING middle-office and product control.

. ABN-Amro middle-office and product control.

. Members of the Global Association of Risk Professionals (GARP).

Client: GreenTree Financial (largest U.S. underwriter of mobile-home

financing)

. Reimplementation of systems used to support the portfolio of

structured mobile home pass-thrus.

. Coordination with data and analytics vendors (Intex).

Client: ABN Amro, Emerging markets bond and derivative trading

(Amsterdam, New York and London)

. Wrote and implemented regulatory reporting policy and practices,

limits policy, global end-of-day

procedures, trade processing methods & procedures. The new policies

brought the business into compliance with best practices and industry

standards.

. Managed the team responsible for global P&L and position reporting.

Other Relevant Experience

Union Bank of Switzerland - VP / Trader - Structured Interest Rate

Derivatives

Bankers Trust Company - AVP / Co-Manager of MBS/CMO technology / Project

Manager Risk Management & Policy

Prudential Securities - AVP - Fixed Income / MBS / Derivatives Research

Drexel Burnham Lambert - Analyst - Fixed Income Derivatives Research

Education:

Queens College, New York, NY

Bachelor of Arts in Mathematics and Bachelor of Arts in Computer Science

. Magna cum Laude, Departmental Honors in Mathematics and Computer Science

. Recipient of Arthur Sard Award for Excellence in Mathematics; City

University of New York

Graduate Mathematics work at NYU - Courant Institute of Mathematical

Sciences.

Technical Skills: Project, PowerPoint, Excel, Word, Visio, VBA, SQL, C,

PASCAL, FORTRAN.

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