Data Service

SUMMARY:

. Managerial/Operational experience in essential trade support

(Perm/Consultant) roles that interfaced with Middle Office, Broker-

Dealer, Risk & Service Desk exposure driven areas. Thorough static data

attribute maintenance & mapping for equity, fixed income,

option/derivative Instruments ancillary data ; in addition to detailed

determination of issues root cause and effect for End to End processes

that include pricing, client data, trade entry, reconciliation,

settlements, implementation thru production. Also widely experienced in

data scrubbing - Operationally, market data review, with regards to

content from feeds, vendor (i.e. Bloomberg,IDC) utilization for attaining

real-time and historical pricing, factors, rates, corporate actions, data

anomalies resolution pertinent exposure limitation.

PROFESSIONAL EXPERIENCE:

NY Presbyterian - Security Advisor

08/2013 - Present

Sofritos - Content Mgt Lead/Consultant

08/2012 - 03/2013

Liaise with IT as the functional lead for the consolidation of current

payroll systems across 3 organizations

Citi - Business Data Analyst/Consultant

12/2011 - 04/2012

. Liaise with IT/Ops Teams to gather requirements for equities, options/

derivatives and fixed income data creation/maintenance, gap analysis from

existing Legacy platforms to Golden Copy

. Review data tables, KYC documents and BASEL II instrument liquidity

research in advisory capacity Analyze attribute table level mapping for

market pricing, factors, fixed income, and equity liquidity

. Create (BRD) document specific to Reference Data Operations transparency;

i.e. procedures, current/ future processes with regard to domestic and

foreign instrument asset classes

Bank of Montreal - ICI/IMPACT Ref. Data Analyst/Consultant

02/2011 - 08/2011

. Provide Service Desk expertise (SME) for fixed income instrument;

creation/maintenance as related to Broadridge/ICI web application static

data issues (ranging from Instrument mapping/template creation) for

subsequent vendor instrument/price feeds, trade entry to UAT testing

. Authored & updated documentation to improve processes pertinent to

exposure reduction

. Test and monitor trades queues as necessary for appropriate downstream

effects per asset type

. Support various Project Managers to expedite fixed income and equity

instrument testing

Deutsche Bank - Mkt Data Analyst/Consultant

10/2010 - 12/2010

. Analyze equity & fixed income instruments' attribute tables, mapping and

issues tracking of reference data attributes provided by Vendors

including Bloomberg and Back Office Credit Risk, Reuters, IDC, Standard &

Poor's ISID Plus; analyze inconsistencies for more efficient data

utilization

. Liaise between IT, Risk & Operation Teams for development of new systems

processes or changes to existing systems. Lead individual projects that

require limited business risk, scope and impact

Standard & Poor's - Delivery Manager/Consultant

08/2010 - 09/2010

. Lead on a Public Finance Data Strategy and Roadmap project, work included

project timeline tracking

. Track deliverables and escalate issues to maintain deadlines between Risk

and IT teams during Golden Source Implementation stages

Charles Schwab & Co. - Senior Security Master Specialist

08/2008 - 08/2009

. Lead and support a team dedicated to instrument creation / maintenance,

testing, pricing and corporate actions. Maintain all fixed income,

equity, FX, and option asset classes

. Ensure accurate data of the C.S. proprietary Security Master

KLS Diversified Asset Mgmt- Bloomberg Documentation Consultant

03/2008 - 07/2008

. Develop and maintain end user documentation; coordinate with vendors for

various feed functionalities for the benefit of reducing future Hedge

Fund exposure

Broadridge Financial Services - Security Master SME/Consultant

5/2006 - 11/2007

. Senior level Service Desk utilization for Conversions, ICI/ IMPACT web

application - static data entry/validation, issue resolution, new release

coordination, Quality Assurance test execution of newly developed

ICI/IMPACT functionality for (fixed income/options; derivatives)

instrument set up relative to subsequent settlement and reconciliation.

Verify new release & functionality in the test and production

environments with both on/offshore & vendor resources

RBC Capital Markets - Consultant

11/2005 - 4/2006

. Provide testing support for BATS - ICI/IMPACT Capital Markets instruments

Broadridge conversion

. Instrument Template set up for fixed income, options/derivatives to

ensure asset type coverage

. Test and ensure the integrity of securities/prices- vendor fed downstream

into relevant systems

. Maintain data integrity in designated UAT environments during test script

execution

JPMorgan Chase - Consultant 9/2003

- 9/2005

. Managed & support of eight Security Master Representatives in

facilitation of the Broadridge's ICI system integration, on-boarding for

fixed Income instruments static in pre and post Production

. Perform UAT testing, manage data integrity, trade surveillance, run pre-

configured queries, coordinate cross-reference data loading, review asset

class data and report data variances

. Instrument modification, support and liaise with Front Office, Middle

Office, Risk & Back office teams to test specific business data. Perform

extensive research on Bloomberg vendor portals to update IMPACT/ ICI

security master screens for data (both instrument/price) testing and

cleansing initiatives during pre & post Go-Live phases

Credit Suisse First Boston - Security Master Operations Specialist

8/2001 - 8/2003

. Senior level support, create, maintain & test instruments ranging from

equities, options, to fixed income indicative data, update/maintain

prices & corporate action events across multiple systems

Barclays Capital - Consultant/Data Integrity Analyst

4/2000 - 5/2001

. Supported the SMF instruments and new account database cleanse for

conversion from decommissioned Legacy to the new database; SDS-IMPACT, at

the investment banking division

. The successful conversion improved turnaround time in customer account &

instrument set-up

Deutsche Bank Securities - Operations Supervisor

5/1996 - 11/1999

. Lead and support a staff of four for cusip creation/scrub, instrument

testing and price validation of records for equities, options, and fixed

income securities on D. B.'s proprietary database and Global Plus

application. Data research via vendors such Bloomberg and JJ Kenney

. Lead projects including Y2K, manual data scrubs for EMU National Currency

Units, conversions for domestic and international systems enhancements,

and corporate action events

National Financial Service Corp - Security Master SME

3/1993 - 5/1996

. Support daily cusip creation and price validation of records for all

equities, options, and fixed income instruments on Fidelity's proprietary

system

. Demonstrate clear understanding of market data categories, identifiers

(i.e. RIC, Sedol, Cusip and Isin), symbology related to equities;

additionally Cusip changes resulting from corporate action events

EDUCATION:

SAINT JOHN'S UNIVERSITY, Jamaica, New York

Bachelor of Science Degree in Computer Science 1985

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