RELIABLE ICSD
East Meadow, N.Y.
March 2012 to Present
Project Manager/Consultant
Consultant for many organizations in various industries. Liaison between Upper Management, Business Units and Technology Groups. Manage the Software Development Life Cycle (SDLC) of Software Integration Projects including: Requirements Gathering, Analysis, Design, Development, QA, UAT and Deployment.
• Create project plans, flow charts, gap analysis and data dictionaries for Upper Management and Stakeholders
• Liaison with Upper Management, Business Units and Technology Groups to report milestones, issues and risks
• Collaborate with Business and Technology units to ensure initiatives and the needs of Clients are met
• Coordinate with development teams and vendors to confirm systems under development include all new enhancements
• Sunset legacy systems making certain all current and new functionalities are included in the new migrated platforms
• Migrate client’s data from legacy platforms to new platforms certifying all data transitioned correctly and seamlessly
CITI, CITIGROUP GLOBAL MARKETS
New York, N.Y.
September 2007 – March 2012
Project Manager/IT Business Sr. Analyst
Liaison between Equity Sales Traders, Client Connectivity, Electronic Execution Sales, Prime Finance and Compliance. Managed the Software Development Life Cycle (SDLC) of Global Software Projects including: Requirements Gathering, Analysis, Design, Development, QA, UAT and Deployment.
• Managed the FINRA/OATS Expansion project for Citi’s internal systems applying FINRA’s rule changes expanding the OATS rule to all NMS stocks, along with other technical enhancements to comply with FINRA’s mandate
• Supported the Morgan Stanley Smith Barney Joint Venture to assure Citi expectations are realized
• Sunset Citi’s legacy systems coordinating with development teams to make certain all functionalities are accounted for in current systems and systems under development
• Assisted in efforts between Citigroup and a partner bank to provide Algorithmic Trading automating execution
• Originated Business Analysis used to build the Central Locate Server used by Citigroup Stock Loan and multiple Citigroup’s Trading Systems to minimize execution time and cost
• Established an electronic link between Citigroup and a partner vendor providing Direct Market Access to the U.S. Markets
IPREO
New York, N.Y.
December 2006 – September 2007
Project Manager
Managed the Software Development Life Cycle (SDLC) of Complex Systems Integration Projects including: Requirements Gathering, Analysis, Design, Development, QA, UAT and Deployment. Liaison between Capital Markets Technology and Investment Banks.
• Designed Front End Trading Workflow Software for Equity Capital Markets and New Issuance Syndicate Trading Groups at Investment Banks located globally across the U.S. and Canada automating manual processes
• Collaborated with Investment Bank’s Business units and Technology units ensuring IPREO initiatives and the needs of Clients were met
• Created data dictionaries for Capital Markets Equity and Fixed Income enabling greater understanding of application functionalities to enhance effective communication between stakeholders
• Compiled gap analysis for Capital Markets Equity and Fixed Income creating a better client relationship from Requirements Gathering through Deployment verifying all functionality of the application design was addressed
• Migrated existing Investment Bank’s clients from a previous platform to the new platform certifying all data were migrated correctly and seamlessly
• Assessed business analysis, functional requirements and UI designs; created UAT test plans, release notes and end-user documentation to maintain quality standards
NEW YORK STOCK EXCHANGE
New York, N.Y.
May 2000 – November 2006
Project Manager
Managed the Software Development Life Cycle (SDLC) of the NYSE Market Data, National Markets and Operational Control Systems including: Requirements Gathering, Analysis, Design, Development, QA, UAT and Deployment. Liaison between Business Units and Technology Departments to certify their vision of projects are realized. Business Units included Traders, Support, QA, Compliance and Regulatory.
• Influential Team Member for Hybrid Markets which allows Broker Dealers to send an order for immediate Electronic Execution or to route the order to the floor for trade in the Auction Market
• Instrumental in the launch of the initial NYSE Exchange Traded Funds (ETFs), NYSE Exchange Traded Notes (ETNs) and NYSE Exchange Traded Indexes allowing these new products to be traded for the first time
• Managed Technical and Operational implementation activities of all Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs) and Exchange Traded Indexes guaranteeing executions was without issues
• Managed Business Analysts, Developers and QA Analysts to ensure projects were completed within Strict Time and Budget Constraints
• Liaison with Upper Management, Business Units, Operational Staff and Technology Groups to establish and report milestones, issues and risks
• Represented the NYSE to the Securities and Exchange Commission (SEC) during the Annual Technology Systems Development Audit to comply with SEC mandate
