TEAM LEAD/PROJECT MANAGER, EQUITY INVESTMENT APPLICATIONS
Accomplished information technology professional adept at delivering successful projects and solutions in a timely and efficient manner. Experienced in handling multiple priorities in a fast paced, demanding environment. Comfortable liaising with business and technical personnel at all levels (end user through senior management).
InvescoHouston, TexasTeam Lead/Project Manager, Equity Investment Applications03/2011 to Current
Currently lead a team of project managers/business analysts tasked with executing equity applications projects and providing production support for a global investment firm with assets under management of approximately $800 billion.
Co-manage the relationship with our order management system (OMS) vendor, Charles River Development (CRD) to ensure that our investment professionals' needs are being accounted for in future releases of their product.
Regularly mentor and cross train junior resources to help improve their knowledge base and in turn strengthen client service.
Led the Global Trading Work Stream for multiple CRD v9 upgrade projects.
This encompassed project planning, resource and task management, and working closely with the vendor to accomplish a successful rollout of the application to users geographically dispersed across four continents.
IT project manager and business analyst for several global trading initiatives to merge and integrate multiple international equity trade desks to accomplish the firm's vision for a pass the book paradigm.
Coordinated with trading, operations, compliance, and third party vendor personnel to make certain that the program successfully met its objectives.
Spearheaded the IT efforts for the launch of Invesco's (IVZ) Broker/Dealer.
Worked with both external and internal personnel to gather requirements and implement the necessary workflows within the front and back office systems to bring the process to fruition.
Collaborated with portfolio managers, operations, and compliance staff to set up fund simulations as proof of concepts for future retail and institutional products.
InvescoHouston, TXSenior Business Analyst/Project Manager01/2006 to 02/2011
Organized the technical onboarding of trading personnel and workflows as part of Invesco's acquisition of Van Kampen (VK). This involved interfacing with VK business and IT staff to capture processes for assimilation into IVZ systems, implementing the necessary modifications to existing application configurations, and developing documentation and training users to ease their transition to the company.
Configured currency and options workflows within CRD for the alternatives trading desk and trained users.
Executed studies to determine the feasibility of internally developing a REIT research and modeling tool and implementing a single source commission reporting solution. This entailed coordinating and conducting interviews with clients, analyzing the collected data, and producing the final deliverables that detailed the findings and offered recommendations for moving forward to key stakeholders.
Successfully managed the effort to implement CRD v8 for Invesco Canada with a user base of over 50 investment professionals. Carried out project planning, resource management, and frequent communications with the clients to keep them updated and to ensure their requirements were being met.
Acted as the configuration lead for the CRD v8 Global implementation project. Collaborated with development staff to architect the batch processing framework, created and maintained data migration and job scheduling scripts for implementation, and authored support documentation around the procedures.
InvescoHouston, TexasAssociate, Business Analyst/Project Manager03/2001 to 01/2006
Served as the Configuration and Overnight processing lead for the CRD v8 implementation project for the Atlantic Trust Private Wealth business unit.
Orchestrated an initiative to separate three production databases into their own instances. Organized the efforts of database, server, and operations personnel, developed and oversaw the execution of the implementation plan, and created documentation to assist the affected users after the transition.
Engaged in numerous Business Recovery/Continuity exercises and events as the equity applications team representative at our backup data center location.
Administered sensible and timely solutions for application and batch processing support issues (Level 1 and 2) for investment professionals worldwide.
InfoMech Internet CommerceHouston, TXManager e-Business Consultant12/1999 to 01/2001
Participated in all facets of the sales cycle for e-commerce products and services including client prospecting, conducting software demonstrations, preparing project proposals, and negotiating contract terms.
Assisted in managing existing corporate partnerships and identifying new prospects for strategic alliances.
Grant Thornton LLPHouston, TXSenior Consultant - Information Technology01/1997 to 12/1999
Served as project lead on several report writing engagements for various clients.
Development was done against Oracle and Microsoft SQL Server databases.
Developed interfaces using Visual Basic to convert data between legacy systems and CODA Financials.
Bachelor of Business Administration:Management Information SystemsThe University of Texas at Austin, Austin, TX