Patrick Holsey

Experience

• 

  Crédit Agricole CIB

  Jun 2009 - Nov 2012

  Client Services Representative

  Served as primary Client Services Representative for the Correspondence Clearing Business. Utilized Bloomberg terminal and DTC to resolve Corporate Actions. Daily usage of DTCC Alert, Oasys, and CTM to update settlement instruction and trade matching processing/confirmation.

• 

  Bloomberg Tradebook LLC

  Dec 2012 - Jun 2018

  Managed enhancement requests for new Middle Office portal used by 100% of Bloomberg Tradebook’s equity business. Daily utilization of my adaptable products helped improve client response time by 42%. Produced engineering requirements in Agile development role for global regulation – MiFID II. Primary tester for two-year long development of vendor-sponsored Middle Office portal. Executed firm glide path for equity self-clearing for US, Canada, and Mexico markets delivering 100% by required deadlines. Enhanced capabilities and security of internal static data repository.

  • Product Manager

    Jan 2017 - Jun 2018

  • Operations Specialist

    Dec 2012 - Dec 2016
• 

  EY

  Jul 2018 - Feb 2019

  Technology Advisor

  Led on-site team on client engagements to provide business process and performance improvements. Completed two consulting projects within client-requested timeline. Transformed enterprise technology architecture within electronic trading services.

• 

  Broadridge

  Apr 2019 - Apr 2022

  Senior Analyst

  Managed Middle Office product implementation for new client conversion. Successfully completed product handoff to client within two-year goal. Maintained detailed project plan and step-by-step procedures for all testing and go-live phases.

• 

  Fiserv

  May 2022 - Sept 2023

  Product Manager

  Responsible for conception through end-of-life ownership for a specific core product servicing Credit Unions. Surpassed the goal of 30% of Credit Unions with Fiserv using my product. Represented the company and the core product at industry and community events.