Project Manager Sales

Kevin M. Galvin

Home: 516-***-**** Cell: 516-***-**** E

Mail: ********@*****.***

Financial business professional with the expertise to analyze, improve and

strengthen the overall infrastructure of organizations at all levels.

Possess the ability to quickly learn the intricacies of different

operational environments and make improvements to the existing reporting,

procedures, processes and controls (as well as the creation and

implementation of new ones) to mitigate possible future risks. Solutions

provider with broad financial knowledge. Experience includes: diverse

responsibilities and interactions across departmental lines, both local and

offshore, fostering a global building approach to drive issues and projects

to completion. Demonstrate the open-mindedness, adaptability, and business

acumen that will permit a company to build and maintain profitable customer

relationships both internally and externally.

PROFESSIONAL EXPERIENCE

Independent Contractor

6/14-9/14

Senior Consultant, Project Team- COB Operations

Morgan Stanley, New York

< Senior Consultant for Client On Boarding and Maintenance Team

< Interfaced with internal Stakeholders to define current state process

and business requirements

< Reviewed and validated business rules and requirements and obtain all

required sign-offs

< Advised on future state process flows, incorporating requirements and

obtain client validation

< Worked with IT to translate business requirements into future state

system specs

< Acted as liaison/agent between IT and client for requirements and

assumptions clarification or validation, compromise or agreement

mediation, and to close information gaps

< Collaborated with IT on test plan development, design test cases and

manage UAT process

< Coordinated user training & manage any hand-offs to formal training

organization

< Project and System Development Lifecycle knowledge

Edgewater Markets, LLC

9/13-5/14

Manager, Operations and Finance

< Managed Operations Team for FX Agency Desk Trading Firm

< Managed multiple Prime Broker Relationships

< Handled all Prime Brokerage set up requirements

< Reviewed Client based trade queries

< Coordinated Client On boarding (including all documentation)

< Handled position reconcilement across all Prime Brokers

< Rebuilt Profit and Loss reporting structure from ground up

< Responsible for Daily Profit and Loss Reporting

< Responsible for Month End Balance sheet reporting

< Reviewed all invoicing and vendor contract renewals

< Handled HR Admin responsibilities for NY Office and coordinated

payroll for all Overseas offices

< Monitored and controlled Operating expenses for the Firm

< Helped evaluate and install new Back Office system for company

(Elysium)

Traiana LLC, New York

2/12-8/13

Senior Project Manager, Foreign Exchange Sales Allocations

< Team Leader for FX Sales Allocations projects for Traiana's Harmony

product

< Handled all new Project requests for Sales Allocation and served as

SME for FX and FX Options

< Reviewed new Scope of Work for potential client projects and review

Client proposals with R & D and Integrations teams

< Analyzed, gathered and scoped Project requirements for Clients

< Managed all Sales Allocation projects aspects from Client Kick off

meeting through UAT testing to Production sign off

< Assisted with ad hoc issues for Clients and responsible for Client

training enhancing the Client Experience

Independent Contractor

4/11-2/12

Senior Business Consultant - Operations

Clients include: Morgan Stanley NY, Bank of America NY and American Express

NY

< Served as SME for FX/FX Options and Project Team member for FX

Novations and New Business Cutovers initiative

< Created SLA for internal working Groups and explored feasibility of

the creation of a Global Middle Office structure

< Evaluated FX Technology Systems and Assisted with system enhancements

< Responsible for evaluating Foreign Exchange operational procedures and

Review and evaluate FX controls with Operations

< Provided feedback for improvements to Heads of Middle Office and

Treasury

< Unified and documented legacy procedures for conversion to a new Bank

model

< Evaluated and documented Treasury Services Operations procedures

Julius Baer Financial Markets LLC, New York, NY 7/00-11/10

Head of Foreign Exchange Middle Office, New York

< Managed day to day operations for FX NY Middle Office; responsible for

oversight of seven specialists (including IT)

< Provided Trading and Sales product support for FX, NDF's, Options,

Futures, Metals and Fixed Income

< Direct report to the CEO/Head of NY Sales including all revenue

tracking and reporting.

< Restructured existing procedures for all products; achieving reduction

in error costs and increased trading income

< Continuously updated, implemented, tested and evaluated procedures for

products and quality controls and system enhancements fostering

efficiency and lowering operating costs

< Managed Operational Risk in NY through implementation and oversight

procedures

< Streamlined NY P&L production, analysis and explanation helping to

grow P&L

< Handled trade reconciliations and escalations

< Monitored Margin /Collateral Management for all Global Clients;

handled dispute resolutions

< Performed all Client Relationship Services for NY Client base while

fostering a friendly Customer service environment

< Coordinated account opening including processing all documentation;

Client On Boarding

< Cross functioned with all relevant areas of the bank including Audit,

Credit, Operations, Legal, Accounting and IT

< Working knowledge of ISDA and FEOMA Agreements; including Credit

Support Annex (CSA)

< Checked and monitored Counterparty/Credit Risk

< Monitored and controlled operating expenses for NY office; streamlined

reporting process/controls to Accounting

< Acted as liaison for HR with outsourced Co-employment provider

< Managed external Vendor relations and Conducted relationships for all

internal and external Audits

< Implemented "Globalization" of Middle Office

< Monitored and approved all outgoing wire payments for trade

settlements; payments processing

< Payment/Settlement Investigations

Project Management, (within JBFM LLC, New York)

< Lead Project resource in New York for all system upgrades including

UAT, Parallel testing and case scenarios

< Developed and implemented JBFM Global Collateral Trading Management

process including monitoring, support and procedures

< Developed Project for Procedures and Controls Handbook

< Lead Project resource in NY for migrating Private Banking clients to

third party( post sale)

< Project Representative for FX products for new Accounting and

Reporting system implementation (Globus; NY Branch )

< Project Manager for Disaster Recovery Plan in New York (FX Trading and

Sales Group)

< Lead Project Manager for business requirements for Group sale to third

party

< Managed NY business Project for Final Office Decommissioning

Systems Wall Street Systems (WSS), MarginMan, Murex, Harmony, Reuters,

SWIFT, Mysis, Word, Excel, PowerPoint, FX Trading and Risk

Platforms, Bloomberg, Integral

Education Bachelor of Arts, Saint Peters College, Jersey City, New Jersey

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