Douglas Schwartz Stamford, CT ***** • 203-***-**** • adz1qz@r.postjobfree.com • LinkedIn

Senior Project Manager I Sales Manager I Account Manager

** + years of experience in banking, financial institutions, IT and Fin-Tech. Proven ability leading cross functional teams to deliver technology-based products to a diverse client base. Results-oriented and proactive to address and resolve issues. Drives continuous improvement with purposeful thought toward scalable and repeatable delivery.

Skills & Expertise

Clickup

monday.com

Jira

MDSL

DACS/RMDS

SDLC

SQL

Access

Wire Frames

HRIS Systems

Business Process Re-Engineering

Client Account Management

Budget Development

Staff Training/Development

FIX protocol

Dart/Harco One View

Sales Workbench

Google Wallet

Passbook Client Valuation

Bookbuilder

Waterfall

Professional Experience

Southern Auto Auction (SAA) - South Windsor, CT 5/2023 - Present America's largest independent auto auction company and industry leader for weekly auto auctions.

Project Manager - Lead transformational upgrade of legacy website platform and redesign of public interface

Implemented Click-Up to manage website re-design and integrate into existing projects.

Trained end users on benefits of using Click Up tool to streamline workflows and promote accountability.

Engage with internal stakeholders to determine website's desired appearance and function for future state.

Collect requirements from cross functional business teams and synthesize info for development team.

Conduct daily stand-up with development team to understand shifting requirements, foster accountability and report issues and challenges.

Conceptualize the website design process, offer feedback on user-friendly and visually appealing interfaces.

Troubleshoot and test prototypes and monitor live or scheduled deployment of code for product changes.

Mentor junior developers to facilitate suitable interventions to deliver the project on time and within budget.

Document website development processes and procedures.

Prepare weekly project progress updates for senior executives and perform site change demonstrations.

Payarc - Greenwich, CT 4/2022 – 4/2023

Project Manager

Integrated Click-Up to manage projects and conduct monthly sprints with dev teams across products.

Lead stages of development process, ongoing meetings and influence follow ups to drive accountability.

Define the product roadmaps with certain digital payments prioritizations.

Provide oversight, manage, and generate weekly and monthly client reporting to represent all major metrics, goals tracking, KPI’s, revenue tracking, and launch new projects

Track record of clear communications across cross-functional teams and stakeholders and deliver detailed technical specifications.

Gilded – FinTech Start Up for Digital Gold - Stamford, CT 3/2021 – 3/2022

Consultant / Project Manager

•Developed daily, weekly, monthly reporting of digital gold to Include buy, sell, send transactions, reconciliation, and inventory.

•Managed cycle of gold price reports to data lake for visualization, and analysis of all transactions.

•Facilitated automation of reconciliation of daily transactions to provide visualization using a dashboard for external auditor visibility.

•Led project to implement Bamboo HRIS system to centralize employee information, time off, payroll and to streamline associate performance evaluation process.

•Collaborated with internal finance team, developers, and vendor to lead the delivery of Expensify to simplify expense reporting and reimbursements.

•Managed development and execution of company intranet, engaging with developers to meet milestones and partnered with business units to track requirements and obtain feedback for improvement.

Endurance House – Norwalk, CT 1/2015 – 4/2020

Owner/Managing Director

•Managed new deal origination and business development in the private equity space.

•Implemented marketing and sales-based transaction systems to engage, track, and execute deals.

•Managed P&L for a single door retail location with 1st-year revenue of $250,000

•Created marketing, buying and brand strategy and influenced customer experience in house.

•Directed business development, client services, store manager, coach, service manager, 9 store associates as well as the team of ambassadors and partners.

•Determined best research methodologies and demographic sampling to attain the best results for the client.

•Spearheaded marketing initiatives for local development and maintained website marketing materials.

Morgan Stanley – NYC, NY 6/2013 – 2/2017

Consultant, Quality Assurance Specialist & Product Manager

•Ensured continuous data integrity of files before delivery to clients using QA guidelines and techniques.

•Managed daily operational processes governing capacity management and electronic trading.

•Innovated to create 3 new platforms of commercial products: PCR film, Foam Shrink, and high clarity film.

•Developed a Contract Process Improvement Review and achieved KPI (time to market) at 100%.

•Managed APEX (content tool) and provided continuous improvement feedback.

•Established project development requirements for planning, validation, risk assessment,

•Optimized production efficiency for multiple product testing, deployment, and performance measurement.

Ipreo – NYC, NY 6/2012 – 6/2013

Senior Product Manager

Credit Suisse – NYC, NY 7/2011 – 6/2012

Consultant, Global Credit IT Support Team

Barclays Capital– NYC, NY 8/2008 – 7/2011

Vice President / Marketing Project Manager

Senior Client Relationship Manager 7/2006-7/2008

Perot Systems @UBS AG – NYC, NY 6/2001 – 7/2006

Project Manager & Engineering Specialist

Market Data Business Analyst 6/1998- 5/2001

Education & Professional Development

Bachelor of Science in Finance Bentley University 1995

Interests:

●Volunteer to rescue and foster dogs for many local and national dog rescue groups.

●Cancer philanthropist and fundraiser.

●Coach, Ironman Triathlete, Group Fitness Coach

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