I’m a Markit EDM core certified, results-oriented leader with 20 years of financial IT experience, including conceptualizing and leading business transformation and change management programs. Throughout my career, I’ve led enterprise-scale information management, master data management, software development, business intelligence and operational support programs from idea to completion. I successfully translate between diverse groups such as functional users and system developers or executive management and line workers. I also have worked successfully with multi-cultural teams. I have a thorough understanding of the development lifecycle and what it takes to deliver high quality software on time/within budget and I thrive in a fast-paced environment – bringing order out of chaos.
Continuus Technologies | June 2014 – Present
I lead, mentor, and consult with teams for Markit EDM implementations and upgrades and am the first person to use and implement V11. My primary responsibilities include leading teams through requirements gathering, design, development, reviews, and testing of Markit EDM upgrades. I’m experienced with importing and cleaning data from multiple vendors. I also coach teams through implementing lean practices around board visualization, work in progress limits, and continuous improvement. I’m responsible for the development and management of securities, positions, portfolios, index FX rates, forward rates, security ratings, and index constituents masters. I’ve built user interfaces for daily management of masters overrides, tables, and financial trade executions, exception management, reporting, table pruning, and archiving.
Prior to joining Continuus, I led a large financial services firm through a stratgic initiative to build a competency in data quality, governance and architecture including the development and implementation of charters for data architecture, integration, inventory, storage, and ownership. I've also coordinated, planned, and supervised all activities related to the design, development, and implementation of software applications and set policies and procedures related to application quality standards and testing.