Project Manager Scrum Master

Objective: Transfer skillsets to organize complicated projects while cultivating team growth via delivery of top quality

Sr. Project Manager (Consultant), FINRA Consolidated Audit Trail Development, Reg Reporting June 2023 – Present

Bank of America Global Markets Technology: Data & Analytics Architecture New York, NY (Hybrid)

• Reconfigured JIRA to accelerate information flow from BA team to Development team (JIRA-JQL)

• Improved discipline of Risk and Dependency Management across Supervisory, Electronic Trading 605/606, Feeds, Data Warehouse, Tooling & Code Framework (Scaled Agile- Confluence-JIRA-Excel- SharePoint) in PI Planning and during Dev effort

• Scrum Master to ensure dev completes on time to comply with FINRA mandates (Scaled Agile, Confluence- JIRA)

Sr. Project Manager (Consultant), Containers’ OCP4 Build June 2022 – June 2023

DTCC Platform Engineering Jersey City, NJ (Hybrid)

• Provided Vendor Management of Red Hat for Leadership and stakeholder visibility as well as oversight of Red Hat Containers platform build and the subsequent relocation of applications to new platform (Microsoft Project, PowerPoint)

• Facilitated approvals from Technology Risk Management and Security Engineering for cluster build prerequisites

• Managed competing DTCC project dependencies for network segmentation during delivery of network infrastructure

• Supervised DTCC provisioning DTCC Virtual Machines & automated cluster builds.

IT Security Project Manager (Consultant), SIEM Migration, Prisma Cloud, Server EDR March 2020 – September 2021

KPMG International Information Protection Group Remote

• Rolled out Microsoft Endpoint Detection & Response (EDR) in 164 countries of Exchange Servers in less than 14 days during a ransomware attack and all Windows Servers in less than 7 days

• Migrated SIEM from RSA to Microsoft Sentinel to save $3M on End- of- Life support contract

• Created and updated project plan, authored risk registers, facilitated Risk management and mitigations, and prepared weekly leadership status reports

• Socialized automatic remediation feature of Palo Alto Prisma Cloud and gained approval by Tech Risk Mgmt. to automate change control processes and address critical CSPM policy violations vulnerabilities via automations

• Facilitated use case development and testing of Prisma Cloud's automated onboarding for Azure, AWS, GCP, automated secret key exchange via Azure Key Vault (Production and Nonproduction environments), automated Service Now ticket generation/ alert lifecycle

• Implemented and managed development of custom security baselines for use in Prisma Cloud policy configurations

Sr Project Manager (Consultant), Firewall policy change automation implementation July 2019 – December 2019

Morgan Stanley Enterprise Technology Services Enterprise Security Platform- Core Infrastructure New York, NY

• Led a global, Agile Release Train through DevOps transformation of firewall rule processing to be fully automated between distributed squad in Montreal, India, Far East, Australia

• Verified that monitoring alert setups were linked to proc docs, Splunk dashboards, DevOps support scripts with proc docs and training

• Quickly simplified complex use cases through Visio diagrams

• Authored traceability tracker documents proving completion of requirements delivered and substantiated testing

• Drove the development of disciplined Acceptance Criteria to ensure automated firewall rule change requests landed on the right firewall

Project Manager (Consultant), FINRA t+2 shortened settlement cycle, FINRA 4210 May 2017 – July 2019

Bank of America Merrill Lynch Global Technology and Operations Jersey City, NJ

•Remediated T+2, migration to a shortened settlement cycle, to comply with an Internal Audit outcome

oEnsured development and testing completion across 175 business applications

•Led the redesign of a Financial Industry Regulatory Authority (FINRA) 4210 solution for securing margin collateral

Portfolio Project Manager (Consultant), HP PPM Configuration June 2015 – January 2016

Morgan Stanley Credit Valuation Adjustment (CVA) Trading Technology New York, NY

•Identified, organized, and delivered a $15M CVA Trading development project workload performed by forty-seven (47) developers for fifty plus (50+) internal clients into thirteen (13) HP Portfolio Project Management (PPM) work items

oEstablished CVA Trading Technology Global Resource Allocation Plan to reconcile annual development costs

AVP Global Equities Technology, Major Incident Reporting August 2013 – April 2015

Bank of America Merrill Lynch Tradeplant New York, NY

•Led compliance of an internal audit by driving consensus on policy

oAuthored Standard Operating Procedures (SOPs) for Release and Change, Incident, Access, and Capacity and Performance Management

oLed Governance effort for SOP adherence

•Created a Data Visualization application used for Operations Metrics reporting: converted manual Excel process to Python

AVP Project Manager January 2011 – August 2013

Jefferies & Company PMO Jersey City, NJ & New York, NY

•Drove Project Management Organization (PMO) Governance initiatives for Equities, Fixed Income, Futures, Operations & Finance

•Delineated state of Futures Client Onboarding Project for associated trading platforms to eliminate process obstructions

•Guided integration of Prudential Bache Futures Financial Information eXchange (FIX) developers and Jefferies Firm Client Connectivity team post-merger and acquisition of Prudential Bache Securities, LLC

•Led the conversion of existing domestic Equity Middle Office to a newly designed global allocation system for entities in Europe and Asia to Fidessa Global Client Trade Allocation & Confirmation (GCTAC)

•Managed the design and configuration of custom Jira workflows for Equity Front Office and Middle Office users

•Liaison for Finance and Market Data teams to create a sub-ledger for expense management consolidation between groups

Additional Contracts & Project Management Experience

Marsh & McClellan, Controllership, Hoboken, NJ- Revenue Recognition project ASC 606/340

AIG Investments, Front Office Systems Development, Jersey City. NJ – Portfolio Project Management during bailout crisis

Broadridge, Jersey City, NJ – Multiple back-office system conversions to Broadridge product suite: ICI, BPS, GPS

Citigroup Global Fixed Income, New York, NY – Fixed Income Front Office Spreadsheet monitoring system

Deutsche Bank. Alex Brown, New York, NY, Weehawken, NJ, and Jersey City, NJ – Internet Infrastructure for Client Portal

Credit Suisse, New York, NY – Secondary database infrastructure setup using beta EMC product

Certifications

Lean Six Sigma Green Belt – In progress, Certificate, 2024

Scaled Agile – Leading SAFe 5.0, Certificate, 2020

DevOps Foundation - Certificate, 2019

New York Institute of Finance: Risk Management Using Derivatives - Certificate, 2016

Global Association of Risk Professionals (GARP): FFR Foundations of Financial Risk - Certificate, 2016

SCRUM Alliance Agile Scrum Master (CSM) - Certificate, 2015

Education

New York Institute of Technology

Master of Business Administration, with Distinction 2011

Villanova University

Masters Certificate in Applied Project Management [PMI] 2003

Michigan State University

Bachelor of Arts: Major in Management of Information Systems; Minor in Business and International Studies 2000

Tech Sud Paris, Evry, France - Telecommunication Management 2000

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