Michael Schuman, MBA, PMP, RTE/SM

Experience

• 

  GE

  Apr 1983 - Mar 1984

  Programmer/Analyst
• 

  Deloitte

  Apr 1984 - Mar 1986

  Programmer/Analyst Billing Office Systems
• 

  J&W Seligman

  Mar 1986 - Mar 1989

  Programmer/Analyst Portfolio Evaluations
• 

  Muller Data Corporation

  Mar 1989 - Feb 1996

  Manager/Programmer Analyst, Applications Development

  Responsible for production support and development of all evaluation related applications including vendor data feed processing, client portfolio updates and product file generation.

• 

  ICE Data Services

  Mar 1996 - Feb 2000

  Manager, Fixed Income Pricing Systems

  Responsible for production support and extension of several fixed income evaluation systems including, corporate bond, municipal bond, mortgage backed pass through securities and structured debt instruments. Responsibilities included: •Supervision of an application development team in the maintenance and development of mission critical systems.•Hands-on development of a client portfolio management system to centralize all client information across all product lines (i.e. mutual fund, institutional). •Hands-on Y2K systems analysis, planning, testing, validation and implementation resulting in no Y2K related problems in 2000. Show less

• 

  Interactive Data

  Mar 2000 - Mar 2005

  Director, Fixed Income Pricing Systems

  Responsible for production support and extension of all fixed income evaluation systems including, corporate bond, mortgage backed pass through securities (MBS), structured debt instruments (CMOs/ABS), UITs and Fair Value Factor service. Accomplishments included:•Production application support, maintenance and development for Evaluation Services (comprised of nine evaluation applications), reducing the number of production failures from several failures per week to several failures per year.•Developed the Fair Value Factor Information Service, responsible for $5MM in new revenue the first year•Integrated Muller Data Corporation’s (acquired company) applications with Interactive Data Corporation’s (acquiring company) applications Show less

• 

  Interactive Data (IDC)

  Mar 2005 - Nov 2010

  Senior Project Manager/Business Analyst

  As Senior Project Manager/Business Analyst, was responsible for the implementation of large and medium scale projects within a matrix management structure through all stages of the project lifecycle, from planning, business analysis through closure and review.Projects included:•Coordination of Compliance related initiatives for the Chief Compliance Officer including establishment of new procedures and controls to satisfy SEC regulations and guidelines, resulting in a favorable review by the SEC •SAS 70 certification for the Municipal Bond Evaluation Premium Service, by coordinating activities between the auditor (Deloitte) and all cross-functional participants in the bond evaluation process, including users, development, systems admin, network admin, datacenter, production management, legal, compliance and HR.•Automation of Topic820 (formally known as FAS157) client inquiry support tools, improving research efficiency by 80%, by automating most of the research required to provide clients with “Level 2” inputs.•Reengineer the Structured Securities (i.e. CMO/ABS) Evaluation system, Show less

• 

  Citi

  Feb 2011 - May 2012

  Senior Project Manager Personal Wealth Management (Contractor)

  For Personal Wealth Management, senior project manager/business analyst, responsible for managing a portfolio of projects, supporting the recent conversion and migration of managed accounts’ processing to Pershing,For Consumer Lending, project manager for a new product launch (Custom Credit Line).

• 

  Pershing, a BNY Mellon company

  Jun 2012 - now

  • Vice President - Program Management

    Sept 2014 - now

  • Senior Program/Project Manager (Contractor)

    Jun 2012 - Aug 2014