Experience

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  New york life insurance company

  Jan 1986 - Jan 1993

  Senior systems associate
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  Citi

  Jan 1993 - Jan 1995

  Manager, credit acquisitions
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  Ubs wealth management

  Apr 1995 - Jul 2008

  Director / project manager (wealth management)

  Lead project teams in all phases of project lifecycle management, including analyzing/gathering requirements, establishing project plan, scope deliverables and timeline, and allocating resources. Collaborated with senior management and stakeholders to identify functional requirements in designing and developing tools to facilitate and support the wealth management proces for high-net worth individuals ( including Client Profiling, Asset Allocation, Investment Recommendations, Suitability, Investment Strategy Proposal, Client Reporting, Financial Planning). Devised Strategic strategies that align technology resources/initiatives with organizational objectives. Managed all aspects of vendor rollout. Leveraged Subject Matter Expertise of Wealth Management/ Client consultation process to drive key initiatives that supported our Financial Advisors Show less

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  Pershing, a bny mellon company

  Jan 2009 - now

  Vice president - business analyst

  Prepare and present project business viability assessments to executive management to attain their approval to initiative requirements phase. Upon approval I coordinate with SMEs, business representatives, data modelers, user interface group and all other key stakeholders in creating business functional specifications.

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  Retired

  Jul 2024 - now

  Retired