Manager Project

LISA GUGLIELMO

** ********* ******- ** ( Milford, CT 06460

203-***-**** ( *************@*****.***

SUMMARY

A result oriented and flexible Financial Services and Information

Technology Professional with OTC Derivative experience including a project

management background performed in the financial industries. A mature self-

starter who is an energetic, creative, multi-tasking, individual who

ensures outcomes are delivered on time and with quality. Understands how to

prioritize and provide exceptional service to internal and external

customers. A collaborative, creative, problem solver. Solutions oriented

and able to perform in a fast paced environment of competing demands. A

quick learner with excellent industry knowledge. Core competencies include:

Efficiency Driven Project Leadership Account Management

Scheduling

Positive Attitude Team Player Project Lifecycle Microsoft Office Suite

Management

iNDUSTRY KNOWLEDGE

ICE/LCH/CME ISDA Guidelines Salesforce

Credit/Rates/Equities Dodd Frank Clearing

DSM /MW/MTM Training/Procedures Client API/FpML

PROFESSIONAL EXPERIENCE

Markit, New York ( NY

5/2007 - Present

Assistant VP-Implementation and Onboarding Team- MarkitSERV Trade Manager

MarkitSERV Trade Manager is a web based platform used to process all

workflow for OTC derivative transactions across all major asset classes

(including portfolio reconciliation and clearing). Post sales role working

to merge customer data with Markit technical requirements-which includes

our CSV and Client API/FpML solutions- to meet deliverables.

Main point of contact for client during onboarding/project lifecycle.

Liaised across various internal teams including infrastructure, engineering

services, business analysis, account management and product management to

develop and maintain project scope. Create and manage milestone and project

materials. Manage escalation process. Provide clients with product training

both onsite or over the phone. At any given time have TEN buyside clients

assigned globally including Europe, APAC, US and Canada.

Gallagher Re, New York ( NY

10/2005 - 2/2007

Global Analytics/Risk Analyst

Assisted in implementing strategies to assist clients assess and quantify

calamity exposures including, but not limited to earthquake, wind, tornado

and flood. Implemented internal processes that provide prompt, high quality

analytical tools including customized formal reports catered to clients

specific needs. Oversaw daily manipulation and importation of data using

Microsoft Access and Excel for the operation of catastrophe models for

treaty reinsurance clients. Maintained required logs and statistical data

needed for annual contract renewals and coordinated with brokers and

outside vendor support to ensure data accuracy.

XL Capital, Stamford ( CT

11/2001 - 5/2005

Property Underwriting-Underwriting Services Analyst

Assisted property underwriters in all aspects of risk development such as

submission/slip review, catastrophe modeling and contract review before

underwriter agrees to terms of risk. Handled underwriter workflow after

terms have been accepted. Entered terms into company database-bind

programs. Interacted with brokers for additional documents needed. Ensured

underwriter adheres to NAIC guidelines with regard to contracts. Performed

light administrative duties such as mailing slips and contracts to client.

Served as Property Faculty Reinsurance Division-Facultative Analyst.

Performed account clearance, quote and bound functions based on information

provided by underwriters. Issued facultative certificates and endorsements.

Processed submissions in Destiny system. Referred quotes/binders to clients

as directed. Performed CAP Underwriting and Risk Browser Underwriting

analysis for branches.

Mellon Financial, Everett ( MA

1/1998 - 7/2000 1/1998

- 7/2000

Asset Services/Global Securities Division

Oversaw daily maintenance of global securities held by clients. Reviewed

variance daily to ensure correct values were sent to client's holdings.

Collaborated with accountants pricing issues within bank and in global

affiliates. Served as liaison between outside vendors and clients. Employed

various resources to obtain prices when vendor is unable to provide

support. Worked with corporate actions and other departments within bank.

Controlled monthly processing of various international securities.

Processed challenges based on vendor's prices.

EDUCATION AND CREDENTIALS

Bachelor of Arts in English, 12/1997

Northeastern University, Boston ( MA

CERTIFICATIONS

Essentials of HR Management Certification, 3/2007

Pace University

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