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Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Professional Summary

Technology Executive with over 25 years of leadership experience in IT management and delivery of transformational systems, processes and teams. Recognized consistently for performance excellence, innovation, cost savings, hiring and mentoring top talent, effective business partnerships and overall contributions to success in the Wealth Management Industry.

After a long stint as an independent consultant & entrepreneur, I am seeking a new full time role at a company pursuing technology and operational excellence.

Skills
  • Executive Management
  • Systems Integration
  • Digital Transformation
  • Product development
  • Blockchain Technology
  • Program management
  • Process Optimization
  • Strategic Planning
  • Agile Software development
  • Globalization
Education
Columbia University , Expected in 05/1981 Bachelor of Science : Computer Science - GPA : New YorkWorked Full Time (night shifts) while commuting to school.
Xaverian H.S. Brooklyn NY Brooklyn, NY Expected in 05/1977 High School Diploma : - GPA : Played Baseball & Basketball
Work History
NEXT STOP CONSULTING / BOB BONOMO, LLC / FLAT WORLD ENTERPRISES, LLC - Independent Consultant & Entrepreneur / Founder & CEO
City, STATE, 01/2010 - Current
  • Delivered Strategy, Technology, Operations & Process Optimization to the SMB market, utilizing a General Contractor & Strategic Alliance Partner model to provide trusted access to true domain experts. e.g. Cyber Security, Big Data, AI/ML, Blockchain, Cloud, Mobile Development, vCxO, etc.
  • Strategy Consultant to FinTech blockchain startup; responsibilities included product vision and ecosystem strategy for crypto currency asset management, trading and compliance.
  • Wall Street Blockchain Alliance (WSBA): Blockchain Instructor & Chair of Technology/Product Working Group.
  • Blockchain consultant for Identity Management Project for Dept.
  • Of Homeland Security's Small Business Innovation Research Program.
  • Blockchain strategy & delivery consultant for John Hancock's Lab of Forward Thinking.
  • Full RFP execution and AML/KYC POC → MVP, which introduced Ethereum to the company.
  • Startup analysis, business plan and program management for Second Market's BitCOIN Trading startup - Genesis Global Trading.
  • Led multiple socially conscious ventures serving the poorest of the poor in Madagascar, Africa.
ALLIANCEBERNSTEIN L.P. / SANFORD C. BERNSTEIN - Deputy CIO / Partner/SVP / Lead Architect /Lead Developer
City, STATE, 01/2004 - 01/2009
  • Jan 1989 to Jan 2001 and Jan 2004 to Jan 2009
  • Responsible for a $25 million budget with a staff of 150, and executive, strategic planning, development & leadership responsibilities for Equity Research, Portfolio Management, Trading and Operations IT development and support teams.
  • Migrated Products & Processes including multi-style Global Equities & Fixed Income, Foreign Exchange and Hedge Funds into Multi-currency Framework designed during my previous stint at AB.
  • Process automation & integration of alpha-generating front office and back office/accounting systems allowing for staff optimization.
  • FX global process consolidation to significantly minimize costs, maximize transparency and allow for stand-alone "overlay" institutional services.
  • Global migration from multiple order management systems to a single execution management strategy.
  • Embedded IT staff into the Research, Portfolio Management & Trading business teams.
  • Spearheaded firm-wide talent development initiative, which combines industry best practices with the firm's mantra "Knowing More Using Knowledge Better", resulting in changes to mentoring, accomplishment recognition, recruitment, and e-learning policies.
  • Promoted after merger between Bernstein & Alliance Capital and given lead responsibility on "Application Review Committee" to identify, categorize, compare and develop an evolution plan for all investment management systems across the combined firm.
  • Integrated U.S And non-U.S. Portfolio Management and Trading systems teams, tools and business processes.
  • Delivered successful launch of London office systems supporting Research and Trading using a full replication infrastructure.
  • Automated Research Director's order approval process using in-house developed workflow engine.
  • Established standard development model to simplify and unify application development process from analysis, coding, change management, testing, metric reporting and documentation.
  • Identified, researched scope and successfully directed a firm-wide Euro project.
  • Delivered electronic FX trading design & development effort with a major bank. (product sold later on).
  • Managed successful global Y2K analysis, remediation, testing and transition.
  • Selected to present firm-wide strategic technology initiatives/budgetary requests to the Board of Directors.
  • Selected by the Board of Directors to lead the firm-wide analysis and database design of a multi-currency central reporting warehouse for the purpose of archiving 5 business domains: Security, Product/Portfolio, Client, Trading, and Research.
  • Initiated and managed the creation of Analyst Workstation ("AWKS") which provides Research analysts with a single access point to all fundamental global data, analytical models, "what-if" decision making tools and workflow integration with portfolio management and trading.
  • Supported the expansion of the firm's product line to include Emerging Markets and Japanese Equity.
  • Initiated and managed in-house development of Currency Management System.
  • Replaced multiple vendors with a single fundamental data provider, reducing costs significantly.
  • Established interviewing/hiring/mentoring practices that resulted in the lowest turnover and establishment of more Partners (11) of all the firm's development groups.
  • Designed and implemented firm's 1st multi-currency database framework to facilitate launching our non-U.S.
  • Product line (core design remains in place today supporting $100+ billion in assets) and enabled the firm to become a true global manager, with the ability to manage any base currency, any tax regime, any risk model and any expected return model, all in one unified platform.
  • Developed initial "International Equity Application Suite" to, manage accounts and targets, report positions and perform end of day processing.
  • Selected by firm CEO to focus development efforts in support of newly launched small cap equity product.
  • Initiated, designed and implemented "Small Cap Analyst Management System", that enabled the initial product-design to be effectively managed from research coverage and analyst feedback perspectives. 2500+ security universe covered by 5 junior analysts.
  • Worked directly with the Head of Product Development to create a client/prospect asset allocation analysis engine and compound document generator which, collected detailed risk tolerance, spending and current allocation information and utilizing Monte Carlo Simulations to produce a customized document containing data, analysis and charts for alternative proposals of increased expected return and/or reduced aggregate risk.
  • This system was used to bring in $100 Million of new business its first year and subsequent enhanced versions are still in existence today.
OPPENHEIMERFUNDS - Chief Information Officer / Director of Investment and Finance Systems
City, STATE, 01/2001 - 01/2004
  • Responsible for a $50 million budget with staff of 315, and all firm wide IT services including development, infrastructure, direct business representation and strategic planning in support of Investments, Sales, Marketing and Shareholder Services.
  • Created the strategic plan, which detailed development and infrastructure deliverables over a three-year period, targeting specific business needs, improved time to market and enhanced integration.
  • Initiated analysis for possible use of offshore development/support staff.
  • Implemented project management and development process improvements and the creation of an enterprise steering committee consisting of senior business and technical leaders responsible for the prioritization and funding of key projects.
  • Created the "AAA+" mantra and development philosophy - Accurate, Anywhere, Anytime PLUS the flexibility to handle industry mandates, client needs and accelerate corporate efficiency.
  • Restructured IT department with emphasis on client service and timely project delivery, which reduced the non-investment support headcount by 50+ staff members and reduced the budget by $6 million.
  • Spearheaded infrastructure rationalization effort to optimize location/configuration of systems to minimize risk and cost.
  • Delivered phased implementation of Charles River's order management system to Fixed Income desk.
  • Completed RFP/selection process for implementation of a CRM solution.
  • Directed analysis for simplification/unification of transfer agency applications in order to sustain quality service levels, reduce cost of ownership.
  • Upon my arrival in January 2001, identified data latency risk and spearheaded the updating of DR capabilities via real-time replication to Denver facility, which directly led to continued availability after 9/11 despite markets being closed and losing our 2 WTC building.
  • Completed firm's move back downtown (after the September 11th disaster.) on time and under budget of $16 million and managed the transition of all Investment systems, services and personnel.
  • Responsible for a budget of $8 million and a staff of 80, and all asset classes front to back office.
  • Responsibilities were broadened to include the Enterprise Technology & Architecture team.
  • Lead the technical evaluation of 5 bidders interested in acquiring our Fund Accounting technical and business staff as part of a strategic partnership.
  • Responsible for the analysis and selection of a new Fixed Income trade order management system being deployed in NYC, Rochester, Boston, and Denver.
  • Broadened the firm's use of ECNs and improved our trade flow connectivity through adoption of middleware.
  • Initiated a firm wide STP/T+1 analysis.
  • Conceived, garnered support and assembled a team for the delivery of PORTA - the "Portal for Oppenheimer Research and Team Activity", which provides a single web point of access to critical investment applications and aggregated data, models and research analyst perspectives, reports and ratings.
  • Played a critical role in negotiations to acquire the services of a High Grade bond team as part of a "lift out".
  • Restructured and built out the staff to support the Equity and Fixed Income professionals by hiring & mentoring the very best and brightest, partnering with my clients and exemplifying a passion for excellence.

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School Attended

  • Columbia University
  • Xaverian H.S. Brooklyn NY

Job Titles Held:

  • Independent Consultant & Entrepreneur / Founder & CEO
  • Deputy CIO / Partner/SVP / Lead Architect /Lead Developer
  • Chief Information Officer / Director of Investment and Finance Systems

Degrees

  • Bachelor of Science
  • High School Diploma

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