Organizational Leader
Resume:
Barry Serin
Hillsborough, NJ **844
******@***.***
Objective
Obtain a hands-on leadership position in a dynamic firm and significantly impact business productivity and client service.
Summary
• Wall Street trained, tested Technology Relationship and Group Manager with success in strategic and tactical planning and delivery, execution of ad hoc solutions and effective staff management.
• Deep seeded Financial Services industry experience in both Securities and Cash Services, including Fund Accounting, Custody, Funds Transfer, Liquidity and associated product applications.
• Excellent communicator with an inclusive client partnering and executive relationship management style particularly on the consulting Service Delivery side of the business.
• Staff leadership, mentoring and evaluation skills regularly exhibited in high-pressure and complex work environments. A true manager and developer of staff to improve productivity and client satisfaction.
• Significant Vendor and Resource management experience, especially expert in recruiting and team building.
Value Proposition
Track record managing large, multi-platform IT application development teams to enable Fortune 500 clients to move and record their cash and securities within a high-pressure and client-sensitive environment at JP Morgan. Strong program, project and relationship management skills exhibited. Especially strong with external client facing roles. Developed annual plans and budgets partnering with business leaders and shared service technology owners to meet organizational needs. Takes ownership of business issues and provides technology recommendations for consideration and delivery.
Managed large scale application development, support and technology relationship management organizations. Extensive experience in vendor management, outsourcing initiatives and their need for efficient planning and communication, repeatable process and measurable management reporting using mutually agreeable, reliable metrics. Implementer of CMM and ITIL/ITSM concepts.
Managed growing, multi-million dollar P&L organizations at Keane supporting Investment Banking applications and infrastructures.
As an Account/Service Delivery Manager, helped double the size of the Keane client relationship (to $30 million) with Morgan Stanley through business development and program management of solutions including project work, managed services and staff augmentation solutions.
Built highly effective IT organizations at JPMorgan, HIP-NJ and Keane, providing Resource Management and leading recruitment activities. Recruited the staffing of new offices in the U.S. and Canada. Built successful teams with integrity, earning the trust and respect of clients and peers.
Professional Experience
JP MORGAN CHASE 2006-2008
Worldwide Security Services/Investor Services –
Client Technology Relationship Group Manager
Managed the team of senior Technology Relationship Managers (TRM) supporting the firm's franchise client Asset Managers. Responsible for ensuring smooth client on-boarding transitions and supporting their custom technology needs on an ongoing basis across the WSS shared service technology environment. The client-facing role requires hands-on planning, complex problem solving and effective prioritization with business executive partners in Relationship Management, Client Service, LOB Operations, LOB Product Management as well as with Global Technology leadership.
Provided technical solutions for Investor Services Applications including Fund Accounting, Custody and associated client-facing products. Extensive client contact and governance board participation due to the sensitivity to these select franchise clients. Full SDLC management through management reporting of productivity metrics performed.
KEANE, INC. (CYLOGIX)
MORGAN STANLEY ACCOUNT 2000 - 2005
Account/Service Delivery Manager
Managed 100+ Keane employees at Morgan Stanley servicing their Trade processing, Prime Brokerage, Foreign Exchange, Risk Management, General Ledger and Cost Allocation applications. Efforts led to doubling the size of the engagement (140 to 280) through business development efforts. Managed all senior client relationships to ensure delivery success and proper project staffing. Worked closely with Corporate Recruiting to ensure proper resources and process were supplied to the client. Support was across Mainframe, UNIX and NT platforms. CMM level 3 (U.S.) and level 5 (International) certified offices.
• Managed delivery teams in multiple locations including New York, New Jersey, Toronto, Halifax and London supporting clients in New York and London.
• Ensured that all delivery financial metrics were consistent with the overall business plan.
• Provided Client Relationship Management, managing issues and risks while mining business development opportunities with senior client managers.
• Initiated development of Keane Toronto through participation in Open House presentations, recruiting and client placement.
• Provided Sales support for Business Development initiatives, creating relevant collateral and participating in client meetings supporting Sales Executives and Executive Management.
• Provided Resource Management for the account, supporting recruiting and staff rotations for career growth.
• Developed effective working relationships with colleagues and subordinates.
• Supervised the Performance Appraisal process for the staff.
THOMSON FINANCIAL SERVICES 1997-2000
Director of Intranet/Extranet Services
Corporate Office manager of Intranet and Extranet Services to clients of Thomson Financial Services, supplying financial services products from subsidiaries such as Securities Data Corporation, First Call, Investext, Investnet and Thomson Municipal Services. Project Management initiatives included:
• Critical Y2K initiatives across Thomson Financial divisions for the CIO.
• Client relationship management supporting Extranet activities, including coordination with both Business Operations and technical Network Service managers.
• Corporate Intranet Services including an Accounts Payable Invoice Imaging project linking to PeopleSoft via Bluebird Software for the CFO.
HEALTH INSURANCE PLAN OF NEW JERSEY 1996-1997
Director of MIS
Structured and led over 60 employees supporting HMO Applications Development and Maintenance, Technical Services and IT Help Desk. Implemented Steering Committee and Change Management processes.
Applications supported included Enrollment, Claims, Benefits and Member Services.
• Reorganized the IT Organization after taking over from Andersen Consulting, hiring relationship managers and forming highly productive teams based on client accountability and customer service.
• Produced annual budgets and plans working with Senior Management and Steering Committees.
• Managed all aspects of the Robbinsville, NJ office.
JP MORGAN (MORGAN GUARANTY TRUST COMPANY OF NY) 1980-1996
Vice President – Group Manager of Client Communication Applications
As Group Manager, directed over 50 employees in the development and maintenance of client communication vehicles (under the MORCOM private label) supporting cash/treasury and securities/custody business. Full SDLC project management experience. Direct end user relationship management and significant sales support/product development interaction with the Fortune 100.
Provided first class business in a first class way, the hallmark of JP Morgan.
• Direct contact with Fortune 100 clients, Senior Sales Executives and Senior Operations Management to derive long range and tactical business plans.
• Managed the bank’s Global workstation development delivering Global and U.S. Custody, Money Transfer, Transaction and Balance Reporting, FX Rate Negotiation and exchange traded products reporting to clients desktops.
• Extensive experience in Money Transfer applications, developing SWIFT, Federal Reserve and New York Clearing House (CHIPS) interfaces and processing.
• Developed Straight-through processing initiatives supporting Money Transfer.
• Developed and customized batch and real-time client interfaces supporting Money Transfer, Automated Clearing House (ACH) and Check Processing applications.
Education
Baruch College, BBA, Computer Systems, New York, NY
References
Individual references furnished upon request.
Contact this candidate