Service Representative Manager

Patricia Nist Santoro

* ******* **** ****: 973-***-****

Whitehouse Station, NJ 08889 *********.*******@*****.***

Overview

Over 10 years’ experience in Global project management across U.S., Europe and Asia. Provided daily, weekly, and monthly updates and reporting to senior management, business sponsors and the entire global project teams. Detailed oriented and extremely organized in all aspects of my positions. Leaderships rolls spanning from project management, prime finance, central clearing houses and credit and interest rate derivatives. Managed teams up to 15 people. Willing to relocate to North or South Carolina.

Work Experience

Riverside Financial Group Cranford, NJ November 2019-Present

Director

Provides securities/trading analysis

Consults with attorneys regarding their ongoing compliance and litigation support issue

Prepares exhibits used during arbitration and mediation hearings

Citigroup Jersey City/Warren, NJ/New York, NY June 2010 – November 2019

Senior Vice President- Program Management (February 2015- November 2019)

Managed all programs and projects for agency and prime stock loan

Delivered new stock loan system both agile, iterative and waterfall methodologies

Led middle office, operations and technology teams to replace legacy Trade Life Cycle systems for two businesses, agency and prime stock loan; 3 year $8m project delivered $6.2m in saving per annum

Implemented several large business initiatives to reduce cost and improve efficiency

Senior Vice President-Project Manager (January 2012-February 2015)

Managed project work slate for OTC derivative clearing in prime finance

Coordinated business and technology teams in building out the CCP initiatives including CME, ICE, LCH, and EUREX

Industry Lead for Citi on CCP implementation working groups

Vice President-Product Development (June 2010-December 2011)

Designed and implemented web portal and reporting for OTC derivative clearing

Managed new product approval process for all new CCP’s

Demonstrated systems and capabilities with the sales teams, leading to clients joining the CCP product initiative using Citi as a clearing agent

Depository Trust & Clearing Corporation New York, NY October 2008-June 2010

Director

Oversaw the payment and settlements division of DTCC trade information warehouse

Led multiple industry working groups and provided industry expertise

Business development and project management roles onboarding buyside clients to DTCC warehouse initiative

Lehman Brothers Inc. New York, NY/Jersey City, NJ June 2005-October 2008

Assistant Vice President (December 2006- October 2008)

Championed external and internal groups to design and implement the DTCC warehouse

Managed derivative cash settlement teams ranging from 8-15 people

Team lead for industry projects in cash settlements including the clearing corporation, portfolio compression and the JPM/Bear merger.

Supervisor (June 2005-December 2006)

Developed procedures with more efficient ways to resolve settlement breaks

Guided team in reduced outstanding fails over 90%

Collaborated with industry committees to change and improve the overall cash settlement process

Morgan Stanley Baltimore, MD May 2003 – June 2005

Bank Reconciliation Team Leader (October 2004-June 2005)

Managed team of 12 direct reports

Worked with a project team to design, test and implement new cash settlements and bank reconciliations systems

Liaised with DTCC to improve their matching rates and website capabilities

Created and implemented practice procedures focusing on efficiently reducing breaks

Derivative Analyst (May 2003-October 2004)

Resolved incoming and outgoing queries

Investigated non-receipts, payments unable to apply and discrepancies

Subject matter expert in credit default products, interest rate products, municipal swaps, mortgage backed securities and Dow Jones trust trades

Merrill Lynch Hopewell, NJ February 2002-February 2003

Client Service Representative

Provided and improved customer service

Assisted clients with web site navigation

Lead and mentored Series 7 study group

Education

Marist College Poughkeepsie, NY May 2001

Bachelor of Science Degree

Major: Business Administration; Concentration: Finance

Skills

Project Management: Strong analytical and teamwork skills, System Migrations/ Integrations expertise, Business wide implementation and ability to build and maintain relationships with key stakeholders.

Project lifecycle: Detailed requirements with business analysts, front and middle office teams as well as operations. Costing and Budgeting, Project Scheduling and Testing, QA, Rollout, Support.

Leadership: Very detail oriented and open minded to new concepts and ideas, Team Building and Management, Client Relations and Presentations

Software: Proficient in Microsoft Office (Word, Excel, PowerPoint, Visio, MS Project and Outlook), JIRA, HPQC

Registrations

*Series 7, 63

References available upon request

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