Timothy P. Cockerill
** ******* ****, *** *****, NY 11706
************@*****.***
SUMMARY
An experienced professional with 25+ years of expertise in the financial services industry, specializing in the delivery of software and services surrounding complex financial systems. A results-oriented “hands on” senior manager, who earns the respect of clients, superiors, peers and subordinates through example, excellence of execution, commitment and leadership. A trusted partner that builds relationships, communicates effectively, clearly understands client objectives and deploys efficient delivery teams to quickly achieve success. EXPERIENCE:
Inspironics Corporation, Edison, NJ
Chief Delivery Officer / Senior Advisor Nov 2018 – Present
• Initially hired to provide advisory to the company in the areas of investment, business development, sales, marketing and technical delivery. As a result, earned a C-level position to build out and manage the delivery capabilities of the company, while continuing to advise in other areas of the business.
• Currently providing oversight of the outsourced development of the company’s intellectual property, a connected digital solution for the hospitality, logistics, transportation and industrial industries. Working with vendors in several locations in India to ensure delivery of the specialized components of the offering, including hardware, electronics, firmware and software. Responsibilities include negotiation of vendor proposals and contracts, overall project planning and management, governance and ongoing delivery for the overall program. O3 Technology Solutions, LLC, NY, NY
Managing Director Nov 2017 – Oct 2018
• Integral part of the team that allowed for a smooth transition of the company’s business and technology to the acquiring company. Continued to provide ongoing advisory and oversight, as required by the new management team, until the complete transition was accomplished. President & Founder Aug 2004 – Nov 2017
• Founded, managed and successfully sold a consulting firm, that provided specialized technical expertise with trading and risk management systems, supporting all asset classes, to buy side and sell side institutions in the financial services industry.
• Built a client base of 60+ financial institutions, some of which included Assured, BNY, Cap One, Fannie, Freddie, FHLBs, HSBC, ING, Northern Trust, PNC, State Street, SunLife, TIAA, and Wells. Prospected and maintained client relationships at all levels.
• Formalized channel partnerships with consulting firms and trading system vendors to provide leverage and increase revenue. These included Accenture, Broadridge, Calypso, Cognizant, Linedata, Murex, Mysis and Wipro.
• Provided oversight of all company divisions including sales & marketing, consulting, technology and operations.
• Worked closely with sales and marketing to define company messaging, hunt for new prospects and farm existing clients. Helped drive and maintain proper revenue streams year over year.
• Project managed large client programs and provided ongoing oversight with many of the client project initiatives, assisting with project proposals, estimates, planning, resourcing, outsourcing, execution and support.
• As a part of a diversification to increase the company portfolio of offerings, played a major role in the development, marketing, sales and support of the company’s intellectual property – test automation software for financial systems.
• Responsible for the management of all strategic and day-to-day operations of the company.
• Hired and worked closely with an investment bank to prospect and sell the company. Société General Group, NY, NY
Project Manager Nov 2002 – Jul 2004
• Responsible for the Summit platform and related projects supporting the GIC trading business, Market Risk across the front office and the IAS 39 accounting initiative for the Americas. Managed a team comprised of business analysts, programmer analysts and support personnel.
• Revived a failing Summit implementation to replace a legacy trading system for the GIC trading business. Major driver of the functional gap analysis leading to the successful planning, budgeting, hiring and execution of the project.
• Planned and delivered a major upgrade of the Summit platform (V3.1 to V3.5) for the Market Risk team.
• Accountable for the analysis and development of various trade interfaces and calculation engines to support the IAS39 accounting initiative.
• Interfaces built to various vendor systems and in-house platforms for pricing, trading risk reporting, counterparty, processing, settlement and data migration, in the areas of fixed income, money market & derivatives. Merrill Lynch, NY, NY
Project Manager Apr 2001 – Oct 2002
• Project managed the Summit implementations for both the Global Treasury business in North America, Europe and Asia and the Bank USA business in North America. Responsible for initiating, budgeting, planning and execution of all project deliverables. Lead a project team comprised of business analysts, programmer analysts, quality assurance and support personnel assuring proper allocation of resources and the elimination of redundancy across both projects.
• The major accomplishments for the Global Treasury project included development of system extensions, activity and control report generation, risk consolidation, accounting setup, terminal emulation in remote sites, replication for global trading, disaster recovery, change control and external links for market risk, credit risk, Oracle GL and payments.
• Planned a Summit 3.3 upgrade across all business lines and for a joint project with Summit to define and develop an inter-company loan module for the Treasury business.
• Supported the Bank USA business functions included trading, risk, operations, accounting, finance, treasury and liquidity management.
Kabira (ObjectSwitch) Technologies, NY, NY
Director Systems Engineering – Financial Services Feb 2000 – Mar 2001
• Built the financial services vertical for this infrastructure software firm, targeting clients in the banking, brokerage and insurance industries.
• Direct responsibility for hiring and managing the field engineering team, providing pre-sales support and professional services for all client engagements.
Merrill Lynch, NY, NY
Vice President Aug 1995 – Jan 2000
• Managed the technology team for the Emerging Markets trading business. Directed the planning, budgeting, team building, coordination of development efforts between NY & London, communication between business and technology, status reporting, team meetings, performance targets, career planning, training and provided oversight for all technical decisions. Earned the position of Vice President during this tenure.
• Implemented and production deployed Summit’s trading and risk management system for the front, middle and back office, increasing revenue, enforcing better controls and reducing operational risk. Worked closely with a project team comprised of business analysts, third-party consultants, line users and representatives from internal technology organizations including infrastructure support, risk management, audit, legal and purchasing. Developed links with firm-wide systems for settlement, cash, GL posting, risk reporting, collateral management, counter-party, documentation, confirms, payments, pricing and risk management. Performed initial technical evaluation of Summit, Lighthouse and Infinity. Accountable for the vendor relationship in New York, London and Sydney. Supported Fixed Income and Derivative products for the countries of Mexico, Brazil, Argentina, Colombia, Peru, Venezuela, Peru, Chile and Jamaica. Project Leader – DataCode Inc., Bohemia, NY. Oct 1992 – Aug 1995 Senior Programmer Analyst – Standard & Poor’s Comstock, Harrison, NY. Feb 1991 – Oct 1992 Programmer Analyst – Fulton Prebon Inc. (Prebon Yamane), NY, NY. Jun 1987 – Feb 1991 Design Engineer – Gibbs & Cox Inc., NY, NY. Oct 1986 – Jun 1987 MILITARY SERVICE:
United States Naval Reserve – Lieutenant (Honorable Discharge). EDUCATION:
Bachelor of Science, Computer Science/Mathematics, State University of New York Maritime College at Fort Schuyler, Bronx, NY, May 1986.