Experience

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  Wachovia corp

  Jan 2002 - Jan 2009

  Senior calypso production support analyst & officer, corporate investment banking fixed

  Handled business and analytics support for fixed income traders, analysts, and marketing across the fixed income platform, leveraging knowledge of swaps, swaptions, options, strips, futures, cash products, and derivative instruments.ENTERPRISE IMPACT: ⇒Achieved recognition for performance and success as a support representative for the interest rate trading desk; received a fast-track promotion to support team lead within 10-months of hire.⇒Aligned business, technical, and fiscal strategies, teaming with a head trader and associated team members in implementing scalable solutions and addressing challenges related to P&L and GL reporting.⇒Built strong relationships with market risk partners, responding to configuration and diagnostic questions to support the delivery of accurate market risk landscape information to business units.⇒Maximized and maintained uptime of 14 Calypso application servers and administered 72 auxiliary Calypso-dependent processes, feeding both internal and external banking systems.⇒Led multiple seamless software upgrades for major versions of the interest rate trading platform, including the 32-bit to 64-bit upgrade of the commodities platform with minimal downtime and business interruption and several version upgrades of Calypso.⇒Boosted efficiency of front-, middle-, and back-office risk management functions.⇒Leveraged SQL queries to extract, configure, and present data from the Calypso Sybase database for financial business units.⇒Maintained and supported automated and scheduled processes utilizing Autosys.⇒Partnered with development to complete root cause analysis of errors in the frontend application, automated tasks, application server, and/or calculation engine grids.⇒Optimized deliverable quality by leading QA efforts for newly deployed code within the Calypso derivatives platform.⇒Developed custom UNIX scripts to facilitate the transition from manual processes to automation, resulting in a more streamlined QA function. Show less

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  Wells fargo

  Jan 2009 - Jan 2021

  Accepted a promotion to guide a team of 30 across on- and off-shore capital markets, interest rates derivatives, and physical commodities technology functions. Spearheaded the delivery of regulatory, project, and BAU releases. Led performance improvement initiatives to enhance business capabilities and comply with regulatory requirements.ENTERPRISE IMPACT: ⇒Coordinated negotiations between development and business stakeholders to resolve and deliver production issues and software product enhancements.⇒Championed the multi-asset deployment of robust, flexible, and secure releases on time and within budget.⇒Conducted full lifecycle evaluations to identify gaps, challenges, and business needs and implemented change recommendations as warranted to reduce potential risk and impact to customers.⇒Worked across functions to establish and manage application delivery cycles, meeting internal and client goals.⇒Led technical process improvement initiatives, oversaw resource allocation, and maximized employee engagement, building a high-performing QA infrastructure.⇒Headed up multiple projects to validate system operations for the interest rate trading desk, combining efforts with multiple upstream and downstream systems to ensure appropriate handling of newly auctioned 5- and 20-year government treasury notes upon offering in 2020. Show less Stayed with the organization after the acquisition of Wachovia by Wells Fargo to ensure business and analytical support throughout the investment group, which included municipal and corporate bonds.ENTERPRISE IMPACT: ⇒Directed QA strategy and advised on the development and deployment of municipal and corporate matrices applications from the ground up.⇒Validated application calculation engines to ensure accuracy and integrity of information by leveraging database queries and verifying against the UI.⇒Delivered technical expertise in leading the seamless conversion from a legacy PAM systems database to a SimCorp database; drafted transition mapping documentation and performed comparison validations post-migration.⇒Partnered with business and development stakeholders to assess product requirements, support development efforts, and implement new features.⇒Facilitated the development, test, and launch of the CREWS application, a system to enable business users to request credit limit increases for trading within the matrices applications.⇒Led QA functions for the Quantify application for legacy CDS products prior to the transition to Calypso Wachovia Bank. Show less

  • Vice President, Wells Fargo Securities | QA Platform Engineer, Capital Markets

    Jan 2012 - Jan 2021

  • Sr. Dedicated Principle Investments QA | Assistant Vice President

    Jan 2009 - Jan 2012
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  Bank of america

  Jun 2021 - Jan 2022

  Manager, quality delivery

  Brought on board to develop and manage the Quality Delivery function, which includes functional, automated, performance, integration, and end-to-end software testing for a variety of high-profile projects. Work collaboratively with all stakeholders to ensure application integrity and achievement of organizational goals.ENTERPRISE IMPACT: ⇒Manage quality assurance and delivery across a portfolio of products, leveraging varying methodologies to drive the development and delivery of large-scale applications, system integration, operational efficiency, process reengineering, and infrastructure upgrade initiatives.⇒Drive the full project and work lifecycle, steering direction and providing leadership to technical and non-technical stakeholders.⇒Administer project budgets for the QA team and partner with portfolio change and program managers to communicate updates for technology deliverables.⇒Serve as primary liaison and point of escalation for technology issues related to quality and testing while leading efforts to optimize QA efforts, managing cross-functional relations, and acting as QA advocate throughout the project lifecycle.⇒Develop and execute short- and long-term strategic plans and approaches to streamline implementations.⇒Identify and evangelize risk management and prioritization strategies to effectively lower application and project risk.⇒Direct change management strategies, working alongside all stakeholders to define transition plans and success measures. Show less

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  Mbo partners

  Jan 2022 - now

  Divestiture pm/ba - risk, regulatory compliance, and corporate strategy

  Working under an NDA for a financial services institution, driving operating model changes for the technology risk and compliance division. Providing guidance on the disentanglement of clients unstructured data in preparation for pre-merger/divestiture activities.