IT Project Manager

Jeffrey Wrubel

Flushing, N.Y. ***** ● 201-***-**** ● ********@*****.*** ● linkedin.com/in/jeffreywrubel

EXPERIENCE

New Fortress Energy New York, NY

Project Manager Oct 2020-Present

Managing company portfolio of projects consisting of 15 ongoing projects on average

Implementing Bill of Lading solution to capture and bill customers for their purchase of LNG

Deploying solution to automate billing and invoicing of customers

Developing and implementing automated solutions for sales, business development, and operations functions

Provide weekly updates to executive management on project status

Building dashboards using techniques for guided analytics, interactive dashboard design, and visual best practices

Bank Leumi USA New York, NY

Head of Change Management & US Private Banking Chief of Staff May 2019–September 2020

Spearhead and implement change management plans for full-service commercial and private banking institution providing financial services to HNW individuals and middle market firms

Capture relevant business requirements to ensure system capabilities match users’ needs

Develop a robust and comprehensive plan for communication, training and adoption for over 200 employees

Successfully altered training approach to mobile in light of global pandemic

Member of core team providing input into the strategic direction and framework for a successful Salesforce implementation

Manage change agents across four regions to ensure appropriate support across the US

Provide articulate and timely status updates and business impact analysis to senior management

Provide consultative support to the development of Private Banking initiatives and projects

Acting liaison between sales team and management

Private Banking Senior Associate July 2014–September 2020

Annually institutionalize the development of 1 – 3 new products for trading, advisory, and credit offerings

Leverage domestic and international sales growth by effectively organizing operations

Develop reporting tools to monitor assets, revenues, and existing customer growth to assess customer profitability

Enhance internal CRM system with dashboards and improved data visualization tools for a better interface

Forecast deposit, loan, brokerage and advisory sales volume

Private Banking Assistant January 2013–June 2014

Developed asset allocation strategies for 30% of HNW clients, in collaboration with senior bankers

Created analyses reports on equities, mutual funds, and new investment products to further meet clients’ needs

Monitored daily trade activity and analyzed a broad range of financial investment products

Delivered administrative duties, including financial reviews of private banking and financial databases creation

Established and maintained positive working relationships with clients, and regularly provided updates on account status and activity

Soros Fund Management New York, NY

Research Analyst Intern Fall 2012

Translated global economic forecasts into daily reports for portfolio managers

Executed records management of company meetings and presentations

CERTIFICATIONS

FINRA Series 7 FINRA Series 66

TECHNICAL SKILLS

Microsoft Word Excel PowerPoint Projects Bloomberg Morningstar Salesforce Thompson Reuters Jira Adobe Acrobat Trello OSIsoft PI

EDUCATION

Bachelor of Arts in Economics - Yeshiva University, New York, NY

Yeshivat Sha’alvim, Israel

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