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304 Cherry Way
Jacksonville, FL 32259
Senior Analyst
13 years experience W2
Average rating
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Accomplished and integrity focused professional with a strong drive and enormous success building relationships in project and operations leadership. Comfortable in a fast-paced environment where I can make decisions quickly and take ownership of them. A leader with strengths optimizing businesses processes, defining continuous improvement and operations management. Proven track record of excellence, leadership and responsibility.

Core Competencies

  • Project Management
  • Vendor Management
  • RFP/RFI/RFQ Proposals
  • Investment Management
  • Business Analysis
  • SLA Management
  • Financial Reporting
  • Operations Management
  • Ad Hoc Reporting

Senior Analyst-Capital Markets
Information Technology
Aug 2020 - present
  • Manages relationships with the operations department of global Investment Banks that use the software platform products we build and market.
  • Troubleshooting and remediation of the software to enable the trading and settlement of various classes of securities and investments.
  • Tracking and reporting issues and the time needed to close them successfully.
  • Monitoring the JIRAS used to escalate issues and ensuring they are being prioritized and worked.
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Assistant Vice President
Information Technology
Feb 2019 - Feb 2020

Director of Project & Vendor Management

  • Leadership of a team of professionals in Project and Vendor management.
  • Worked to complete the ability to issue Credit One branded American Express cards.
  • Managed multiple payment vendors as a top ten issuer of Visa and Mastercard.
  • Initiated the RFP/RFI/RFQ process for vendors and brought projects through negotiation to completion.
  • Provided direction and made recommendations to reduce cost optimizing operational capabilities.
  • Planned and communicated timelines and the associated risks.
  • Reviewed and managed contracts with vendors and correspondent banks.
  • Analyzed financial performance and monitored expenses to project potential inefficiencies.
  • Presented Clients and Stakeholders with projections and opportunities to increase efficiencies.
  • Reviewed contracts and proposals from vendors/contractors and negotiated SLAs and terms.
  • Ensured compliance with regulatory agencies and the legal team.
  • Identify, manage, report and escalate on program or project and contract risks.
  • Managed the schedule, budget, resource and quality constraints.
  • Lead multiple projects by prioritizing and managing conflicts of schedule and resources.
  • Worked closely with internal resources including installation teams to complete project tasks and address business/technical challenges to meet project goals.
  • Worked directly with stakeholders to set appropriate project expectations, address customer goals, determine target dates, manage customer tasks, and provide regular project updates.
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Compliance Project & Vendor Manager
Information Technology
Jan 2018 - Feb 2019
  • Project Onboarding and Lifecycle Management.
  • Due Diligence collection and reporting for clients.
  • Operational management of a team of analysts, collections and call center employees.
  • Managed projects and ensured compliance with regulatory bodies.
  • Developed and presented policies, procedures and issue resolution for end users.
  • Functioned as the Subject Matter Expert (SME) for the compliance group.
  • Advanced level competencies in analytical skills, appetite for business impact / execution, drive and influence
  • Ability to mentor multiple partners and demands in a dynamic organization
  • Coached and provided recommendations to direct reports
  • Demonstrated ability to set and achieve goals
  • Able to develop strong working relationships within and across multiple departments and/or functions within the company and across geographies
Compliance Project Management Regulatory Reporting
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Information Technology
Apr 2008 - Feb 2012
Global Asset Management
  • Led a team of Traders and Analysts for the Wealth Management arm of the Trust Company.
  • Re-engineered the cash management and balancing procedures for a multi-billion dollar investment product.
  • Led revenue/liability management and negotiations with our business partners.
  • Traded in equities (ADRs, International, ETFs, Domestic) as well as Bonds and Treasury/Government securities.
  • Negotiated Repurchase and reverse repurchase amounts, rates and terms.
  • Executed and directed daily money market investments to maintain liquidity.
  • Capital expense and cost analysis to include oversight of the daily P&L statement.
  • Managed a team focused on the daily operations of transactions in the Capital Markets.
  • Supervised monthly billing and reconciliations for the operations group.
  • Conducted reporting for clients and investment managers, both scheduled and ad hoc.
  • Trained and coached personnel in reconciliation, corporate actions and compliance reporting.
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Data Explorers
Information Technology
Apr 2008 - Apr 2008
  • Lending Pit Utilities: Microsoft Office Suite (Word, Power Point, Excel, Outlook)
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Edit Skills
Non-cloudteam Skill
Bachelor's in Finance
University of Nevada
Certified Treasury Professional (CTP)
Project Management
Regulatory Reporting
Business analysis
Microsoft Excel