Financial Markets Program Manager & Analyst

George M. Bollenbacher

Terrace Park, OH *****

Mobile phone 914-***-**** Email: ******************@*****.***

Linkedin https://www.linkedin.com/in/george-bollenbacher-5b34661/

Military Service: US Army Reserves during the Vietnam War, Honorable Discharge

HIGHLIGHTS

An experienced program manager, project manager and business analyst with in-depth knowledge of the financial markets. Managed many PMO projects to successful testing conclusions under tight time and budget constraints using both agile and waterfall methodologies, as well as Jira. Managed major global banks’ compliance programs under a variety of financial regulations. Experienced in data analysis using SQL tools such as SSMS and SQL Developer, as well as customer-developed tools.

Received an IBM invention achievement award for an AI-based trading system prototype.

SKILLS

IT project management * IT Business Analysis * Financial Analysis * Markets Analysis * Banking Analysis * Regulatory Compliance Worldwide * Marketing Consulting * Risk Analysis * Financial Market Transactions * T+1 Settlement Transition Planning and Execution * Data Warehousing and Analysis using SQL

REFERENCES

From a consulting engagement at Bank of America

“George clearly has many years of working in the Industry behind him and has an extremely deep knowledge of Financial Products and Capital Markets. During his tenure at the bank he was able to dig into some complex Data Quality and data / process gaps with minimal oversight and was able to use his knowledge and tenacity to work effectively with stakeholders in both Front Office and the Risk Data Consumers to lead discussions and bring about agreement on a resolution. He is also technically proficient and a very effective communicator and team player.” Bank of America

From a consulting engagement at RBC 8/2018 - 3/2020

“As a Regulatory Business Analyst George was excellent at helping to interpret guidelines and assist developers in the construction of the necessary reporting. George did an excellent job managing and keeping informed all relevant stakeholders as well as Senior Management. He is a delightful and easy person to work with in any team.” RBC

EXPERIENCE

Pyramid Consulting – Client: Nationwide Insurance March, 2026 to Present

Business Analyst

Assisted the technology units in solving complex business/technology issues

Utilized complex data and reports to design new and improved reporting functions

Conducted training sessions on complex business issues and technology implications

Innova Solutions – Client: Bank of America 3/2023 - 06/2025

Program Manager

Managed IT PMO projects and provided expertise on managing SEC CAT risk and supervisory data for a large US bank. Assessed the data management and archiving processes.

Investigated IT data anomalies using SQL Developer.

Designed data warehousing, archiving and transfer processes.

Designed and tested supervisory reports in UAT.

Significantly improved the bank’s IT data warehousing, risk and supervisory data management.

HAN IT - Client: Morgan Stanley 10/2022 - 3/2023

Project Manager

Led Morgan Stanley in settling and reporting customer trades to FINRA under SEC 17a and 18a regulations.

Analyzed the IT processing of customer trades through various applications.

Determined why the trades were not being reported as required.

Designed IT data management and workflow to properly report the trades.

Tested the reporting flow.

Significantly improved the dealer’s data management and trade reporting.

Synechron – Client: Citibank 10/2021 - 10/2022

Project Manager

Led Citibank PMO as a senior IT BA in improving the quality of accounting for and processing mortgage backed securities (MBS) trades and positions.

Managed detail analysis of work and IT information-flows, profit and loss calculations, and data integrity.

Interacted with trading desks, operations staff, and technology developers and utilized Jira.

Significantly improved the bank’s accounting and processing of MBSs.

FStone Technologies – Client: SEI 3/2020 - 10/2021

Senior Business Analyst

Served as a senior IT business analyst in a data archiving and warehouse project at SEI to service asset managers, wealth managers and dealers.

Led several initiatives to account for bank debt as an investment.

Enhance fund accounting and performance reporting across multiple portfolio segments.

Upgraded the securities identification system and utilized Jira.

Significantly improved the data archiving process.

Tabb Group 8/2018 - 3/2020

Head of Fixed Income and Currencies

Managed and marketed the fixed income and currencies research practice for a global research firm. Published research reports on the evolution of the fixed income markets.

Developed a structured approach to the replacement of the various Libor rates, which was shared with subscribers to TABB Group research services.

Taught courses in trade processing for TABB Training.

Capital Markets Advisors 1/2014 - 8/2018

Partner

Managed and marketed the Market Evolution Consulting Practice.

Led swap dealers in responding to CFTC regulatory reform, coping with both FINRA and EU requirements. Provided IT expertise and BA leadership to a major international bank in complying with MiFID II on their Sophis system using agile methodology and Jira.

Provided expert background information in two high profile lawsuits regarding the bankruptcy of a futures commission merchant, in the areas of fixed income trading and protection of customer balances.

Led a major global bank’s wealth management unit in complying with CFTC rules, MiFID II and MAR, and fund accounting, including derivatives using agile methodology.

Led a major global bank in building a delegated reporting capability for US customers dealing in EU instruments, utilizing the FIX protocol, using agile methodology.

EDUCATION

London School of Economics, London, England - Graduate Study Finance

University of Illinois at Urbana/Champaign, Illinois Bachelor of Arts Economics

BOOKS / PUBLICATIONS

The Professional’s Guide to the U. S. Government Securities Market

The New York Institute of Finance, New York, NY

The New Business of Banking (1st and 2nd Editions)

RESEARCH ARTICLES

Market Evolution Series

Tabb Forum

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