Management Project Manager

GLENN R. COOGAN

* ************ *****, #*** ***/**3-5603

Hoboken, NJ 07030 ***********@*****.***

Information Technology –Delivery, Program and Application Management

PROFILE

Successful senior leadership experience in program delivery, business analysis, application design, quality assurance and user acceptance testing, implementation and post implementation services with global market leaders. Recognized for expertise in program management from initiation to post implementation of enterprise banking and brokerage programs.

Creative development and implementation of successful business solutions including high-impact technologies, system integrations and business tracking programs; rapid delivery of time-sensitive applications, solutions and processes per client requirements.

Formation and motivation of teams to achieve maximum performance, ensure total client satisfaction, maintain peak quality service and meet aggressive organizational objectives.

Expertise in negotiating and executing complex contracts and agreements with top management, industry vendors, and key decision-makers; fully familiar with budgeting, expense controls and cost savings.

Extensive exposure to a wide array of financial service business applications. Including trading, performance management, held away assets, core banking and payment products. Fully familiar with internal audits, compliance and federal/state regulations.

Core Competencies:

Program Management

Business Management

Relationship Management

Operations Management

Program Planning

Program / Project Management

Software Implementation

Business Analysis

SDLC Process Management

Change Control

Strategic Planning

Leadership

Budgeting

Resource Allocation

People Management

Risk Management

People Centric

Contract Renewals

Complementary Sales

Vendor Management

SLA Management

Data Center Planning

Capacity Planning

Service Level Management

Platform Consolidation

Business Continuance

EMPLOYMENT & ACCOMPLISHMENTS

BNY Mellon, Pershing LLC, Jersey City, NJ 2014 – 2015

Consultant – Trading, Client Onboarding - Program Manager

Manage Brokerage and Institutional Trading Projects for new client implementations from initiation to post implementation support. Provide regular reporting of resource allocations, business requirements, change controls, and risk profiles for multiple projects executing in parallel. Communicate with ‘C’ level program sponsor weekly risks and remediation for client projects. Provided overflow project management for client communications work stream and managed investment work streams.

Managed to completion trading projects from initiation to close including high and detailed level business requirements, functional specifications, and end to end test phases for Order Entry, Order Execution, and Trade Approval and Reject management projects.

Created master test template for new client implementations at Pershing enabling the sharing of Pershing test case and scripts.

Glenn R. Coogan Page 2

Morgan Stanley, New York, NY 2010 – 2013

Vice President –Applications Project Manager - Technology & Data Division

Direct all levels of program design, application development, infrastructure deployment & validation and conversion services with a team of 8 VPs & senior development engineers and a $3 million budget with a focus on ultra-high-net-worth performance management portfolios. Ensure compliance with budget requirements, IT resources and employee productivity goals.

Created and modified High and Detailed level business requirements, reliability functional matrix documents and test scripts for user acceptance and system integration testing for Performance Management, Secured Lending, and External Asset Management applications. Integrating institutional and non-custody accounts from the Smith Barney platform into core accounts with the Morgan Stanley target operating model.

Delivered an asset held-away system that automated the integration of in-custody and non-custody accounts into a single view of client holdings and performance for wealth advisors from a central desktop.

Managed successful merger of Smith Barney to Morgan Stanley Core and Private Wealth Management portfolio performance systems.

UBS Financial Services Inc., Weehawken, NJ 2007 – 2009

Director – Applications and Production Management Information Services Division

In charge of program management, production operations, systems design and application services to support loan origination, client servicing and billing for both brokerage and banking applications. Developed and implemented a loan origination system for Ultra High Net worth clients. Reducing loan application approval time to minutes from days and increasing boarding of Large Structure Loans by 25 percent.

Efficiently integrated lending technology with client, account and new global corporate financial systems.

Created business analysis and technical design documents and roll-out of specialized lending programs for Auction Rate Securities, providing clients with full borrowing capabilities above both SEC and State requirements, preventing a $1 million penalty.

Managed data center migration, as well as application consolidation and employee development initiatives.

Fiserv Inc., Brookfield, WI 1991 – 2006

Fiserv Lending Servicing

Senior Vice President – Program & Relationship Services 2003-2006

Responsible for creating a Professional Services organization the Lending Servicing Division. My role ensured regulatory compliance with internal audits and external audits for business unit., SAS70, 3rd party audits and Sarbanes-Oxley legislation.

Directed the creation and release implementation of professional services software into service bureau and license environments, adding $6 million in new annual revenue.

Quickly transformed this group from “needs improvement” status to “fully satisfactory” in less than a year.

Active Member of Lending Services Client Steering Committee.

Successfully established network and infrastructure systems at divisional offices in Texas, Indiana and South Carolina.

Fiserv Integration Services, Direct Banking

Chief Technology Officer/Vice President – Project & Development Services, 2001-2003

Directed critical tasks, including cross business technical architecture and requirements identification. Planned resource allocation, staff development, requirements identification, multi-project administration and total client satisfaction. Acquired and maintained solid relationships with key executives across all company entities.

Played a critical role in rolling out the “Integration Blueprint for Financial Services” package, encompassing Internet banking, EFT processing, network/security applications, welcome kit production and card design.

Led Implementation of US first fully self-service bank. Services included online lending and in store deposit systems.

Chosen as Senior Account Representative for a $21.6 million account with a $600 million financial institution.

Glenn R. Coogan Page 3

Fiserv CBS International

Senior Vice President – International Development Services, 1995-2001

In charge of organizing and managing a global group of 300 cross-functional professionals and a $17 million budget in developing and launching Enterprise Banking applications and complementary products for a $200 million division.

Effectively handled all aspects of large multinational client projects in a prompt and timely manner; also headed up the installation of Core Banking applications to offices in 15 countries.

Negotiated and expanded off-shore sourcing relationships to augment staffing requirements and support ongoing growth with optimal procedures.

Fiserv Inc. /Citibank Information Resources

Vice President – Application Services, 1991-1995

Tasked with forming and leading an IT team through the entire application development lifecycle, including initial concept, programming, testing and automated release upgrades.

EDUCATION

Loyola University, Chicago, IL

Certificate in Executive Management Program

Albert Merrill Institute, NY, NY

Certificate in Computer Programming

Suffolk Community College, Selden, NY

A.A. Degree in General Studies

TECHNICAL BACKGROUND

- Proficient in Windows Visual Development Platform, MS Office, IBM z Mainframe, COBOL, VSAM, DB2, IBM I, i5/OS, ILE languages, SQL, LAN/WAN networking and server-based infrastructure tools for security, intrusion detection, virus protection and email management platforms.

- Knowledge of J2EE, Java, JSP, Servlets, HTML, XML and Cisco technologies.

PROFESSIONAL TRAINING

* Technology Institute of America – PMP Preparation Training

* Member of the Society of Information Management; held various leadership positions.

* ISO 9001 Lead Assessor through the British Standards Institute.

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