• Working on advisory consulting projects for SMBC that include Program, Project management activities to deliver business cases, financials, vendor management, strategy and project deliverables in Risk Technology.

• Built out the PMO from scratch and developed and aligned best practices.
• Led, managed, and mentored a team of program, product managers & technologists to deliver large-scale portfolio of programs to ensure customer satisfaction.
• Drove key projects to completion by working across diverse functional teams (Sales, Product, Engineering, Operations, Technology, Labs, Genetic counselors, R&D) and delivered large scale programs aligned to themes like Revenue Enhancement, Cost saving, Risk and Compliance, Regulatory
• Developed the annual and multiyear roadmaps and strategy that aligns with the enterprise strategy.
• Created and managed artifacts such as Project/program plans, RAID logs, Roadmaps, OKRs & KPIs.
• Championed best practices in process, templates, and planning and PMO processes.
• Ran the monthly leadership stakeholder meetings with the Chief Product Officer, Chief Technology Officer, and other key leaders of the C-Suite.
• Developed and Monitored KPI's and report on

• Managed program teams in the Wholesale Credit Risk, Treasury and FP&A Business functions and drove program/project deliverables across various tech / business PM's and consultants from Accenture/Deloitte/EY.
• Worked with cross functional teams (PMO, Technology, Risk, Finance, Treasury, Credit) on regulatory and risk programs.
• Delivered Executive Stakeholder presentations, Program charters, RAID logs, Program plans/scope, budgets, corrective action plans for projects budgeted from $5M up to $30M.
• Ran monthly leadership stakeholder meetings, weekly working group sessions for the various program streams.
• Expertise in PowerPoint, Project, Visio, Jira, Confluence, SharePoint, SQL, BI tools.

• Led, managed, and mentored a global team of project managers/business analysts across the program ecosystem.
• Partnered with the CEO, Global Equity head, Chief of Staff, CTO, Chief Product Officer, Chief Compliance Officer, Operational Risk, Sr. Relationship Managers, and other senior leaders.
• Ran the governance meetings, Tech project planning meetings, weekly scrums, and biweekly project working groups.
• Created annual roadmaps, monitored budgets, & performed program governance across all Equities projects.
• Reviewed the equities KPI dashboard in monthly leadership & Opco meetings. This included preparing and presenting governance decks to senior stakeholders.
• Worked with cross functional teams (Sales, Product, UX, Technology, BI, Marketing, Legal & Compliance, Finance & Security) to identify and manage risks & dependencies on both internal and external facing products/tools.
• Managed a portfolio of complex initiatives that included multiple workstreams (Client Analyti

Equity Derivatives and Cash Risk:
• Managed and mentored a global team of business analysts, QA, Dev for the PL Application (Plapp2).
• Presentations to senior management (desk heads, global heads of technology and other senior partners).
• Project charters, plans, budgets, and delivery of projects budgeted up to $25M and manage the book of work for the US Equity Derivatives & Cash Risk team.
• Managed, analyzed, and delivered projects across the Cash & Equity Derivatives risk application stack that includes the P&L application, intraday risk and EOD risk systems, risk reporting systems and regulatory programs.
• Created artifacts like functional, business and data requirements, provide data analysis and project plans.
• Collaborated with Traders, Risk managers, Quants, COO, FO, finance, audit on project deliverables.
• Provide SQL query and data analysis and expertise in MS Project, Jira, Wiki, Confluence and SharePoint.

Cash & Equity Derivatives Desk:
• Identified and implemented Horizon, the first automated trading OMS/EMS platform for the business that is used by the ETN trading business ($9B AUM). Led business analysis across multiple groups, designed end-to-end flows and successfully completed the complex integration of the Horizon product with the existing in-house application suite.
• Manage all aspects of the Horizon product development and strategy which has led to increased trader efficiency, reduced balance sheet costs of up to $3.5M/year and has increased revenue by 20%.
• Drive requirements, analysis, UX design, and SQL query support for Goman, an in-house order management system for equity and options trading.
• Collaborate with cross functional teams (sales, traders, MO, BO, risk, legal, quants, compliance, and technology) and senior leaders to define and prioritize strategy, requirements, provide design and analysis for all electronic trading platforms in the equity derivatives busi

• Designed and implemented real-time global risk reporting for Credit Suisse's largest risk book (approx. $60 billion).
• Represented Credit Suisse on a syndicated Loans OMS/EMS system, built in partnership with Morgan Stanley and Bank of America. In 2009, the system was sold to Markit Partners as the first Loans closing system branded as MarkitClear (previously Storm Loan Marketplace), which reduced loans settling time from 20 days to hours.
• Conducted front to back analysis on the current business processes and proposed business and IT solutions.

• UBS GLOBAL ASSET MANAGEMENT - Built out a private wealth portal for High-Net-Worth clients. Provided business analysis and change management on various application groups like client account management, hedge fund admin, custodian management and private wealth solutions.
• DELIVERY.COM - Worked closely with the CTO to design and implement a redesigned website delivery.com that included new business verticals like catering, drug stores, which was part of the startup's new strategy.
• PFIZER HEALTH SOLUTIONS - Designed an enhanced care management system of over 20,000 patients that was part of a strategic move by Pfizer into consumers owning their own health.
• COUNTRYWIDE (BANK OF AMERICA) - Provided change management for enhancements for their residential loan origination system EDGE.