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SUMMARY:
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- Innovative financial services professional with
extensive experience driving technology in trading, portfolio and fund
accounting applications with budgets up to $60M
- Strong manager, adept at finding/ deploying cost
efficient solutions, strong client/ relationship management, sales support and
hands-on software design/ development experience
- Focused on strategic solutions, equally capable
of managing tactical requirements.
Extensive experience managing client service, operational teams, infrastructure,
development and support teams of 40 to 85 people on a global basis
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EXPERIENCE:
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Citco Fund Services (USA), Inc., Jersey City, NJ
Global Head of Connectivity
Managed staff of 85 employees and 6 consultants with 8
direct reports consisting of 3 Directors, 3 Senior Vice Presidents and 2 Vice
Presidents.
- Built global support organization of 85 people
in 6 offices to support all client, counterparty and vendor inbound and
outbound flows to enhance STP processing
- Since 2008, leveraged global locations to drive
compensation costs down: 55% of all positions moved with a 24% reduction in
average salary for new hires in 2013 versus 2012. Since 2008, staff grew by 47% with only a 34%
increase in overall cost
- Created significant scalability, with
corresponding savings: initiated FpML (XML for structured derivatives) as a processing
standard; automated tickets for improved work flow processing; configuration
based models to remove developers from key initiatives; and data abstraction
across all processing applications
- Drove the analysis, design and development of
all data solutions including: industry standard ‘utilities’ like SWIFT, Omgeo
and MarkIt; ownership of reconciliation platforms and advancing the services
offered to our clients. Scalability
absorbed new demand as AUM grew substantially
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Citco Fund Services (USA), Inc.,
Managing Director
- Appointed to the divisional Management Support
Team
- Participant on high profile Steering Committees,
Efficiency Working Groups and a key participant in major marketing pitches
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Citco Fund Services (USA), Inc., Jersey City, NJ
Director of Client Services
Created and managed a flat organization of 10 senior
staff members.
- Hired as part of Citco’s strategic initiative to
enter the STP world, with an ASP hosted solution, to create the Client Services
organization, charged with rolling out the new Æxeo Technology
platform
- Built global Client Services organization and
related process flows to onboard and manage ongoing relationships of
alternative investment clients, representing $705B in assets
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Morgan Stanley, New York, NY
Vice President - Equity Financing Services, Prime Brokerage
Managed staff of 55 development and support
professionals with 4 Vice President level direct reports
- Consolidated 3 disparate organizations (tactical
development, strategic development and support) into a single global group
- Transformed a highly unstable technology
environment into a facility providing competitive advantage in attracting new, and
retaining existing, clients
- Saved $3 million in hardware while providing
capacity on demand by implementing a hot/ hot Business Continuity Plan. Extended firm wide, this increased initial
savings to over $15 million
- Created an Application Support Group (ASG)
responsible for “Friction Free Operations”, charged with change/ configuration
management, centralized infrastructure management, application stability,
capacity management/ planning, better monitoring, improved communications and
Business Continuity/ Disaster Recovery planning. This success facilitated the creation of
additional ASGs for other business units enhancing cross group collaboration
- Development Manager responsible for the Firm’s
Portfolio Accounting application (MSPA) supporting clients globally. Reduced
nightly processing cycle by 6 hours, greatly improved client satisfaction/ reporting
timeliness; delivered firm’s internal application on an ASP (Application
Service Provider) basis; and enhanced functionality to support additional
products with simplification of the accountant’s daily workflow
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Morgan Stanley, New York, NY
Vice President - Year 2000 Project Team
- Managed global virtual team to successfully identify, remediate and certify approximately 2,500 applications
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Deutsche Bank, AG, New York, NY
Vice President - Investment Banking CoC (Center of Competence) Technology Services
- Managed group of 18 engineering and support staff with 3 direct reports.
- Built a global technology organization for global implementation efforts with a $7.2 million budget
- Managed middleware/ development environments, Data Base Administration and System Security
- Supported hardware, networking and software installation/ administration for all UNIX, remote access servers, workstations and miscellaneous computing platforms for hundreds of users globally
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Deutsche Bank, AG, New York, NY
Vice President - db trader Systems Development Manager
- Managed staff of 35 people, with 4 direct reports, responsible for International Trading Systems and Private Banking applications installed worldwide.
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SynCon Solutions, Inc., Pleasantville, NY
Founder and President
- Designed consulting services and revenue streams for the development of a proprietary Mutual Fund/ Unit Trust Accounting software product. The company employed 12 people.
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Fits Systems, Inc., White Plains, NY
Senior Vice President
- Led operations of $6 million consulting company: increased consulting profits by 50%. Diversified into two major new lines of business resulting in 87% and 36% profit margin, respectively.
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EDUCATION:
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- Adjunct Faculty - School of Continuing Education, New York University, New York, NY
- Developed curriculum, selected texts and taught certificate
program course
- Within two semesters of my new curriculum,
enrollment nearly tripled, resulting in a waiting list
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- New York University, New York, NY
School of Business and Public Administration
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- Hunter College, New York, NY
Initial course work taken here before transferring to NYU
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