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Work experience


Project Manager

Polaris Software Labs

Management of projects on the Client Integration team of the Corporate & Investment Banking group. Collaboration with external clients, third party vendors, and GTI engineers to successfully onboard new clients or build new file transmission routes for existing clients.

- Manage and monitor the onboarding or route build for Prime Brokerage and Broker Dealer clients.

- Monitor and review the mainframe File Transmission process, to advice on process re-engineering.

- Implementation of migration projects related to File Transmission platforms and encryption keys

- Management tools used: Microsoft Project, SharePoint, PowerPoint, Excel, RAID logs


Project Manager

Polaris Software Labs

Client-Citigroup, Jersey City, NJ Project Manager Managing numerous projects related to AML(Anti Money Laundering), within the GIW(Global Information Warehouse) group. This group provided data for downstream monitoring systems, such as Mantas. In this matrix environment, project management standards and best practices are strictly followed.

- AML IMR (Issue Management Resolution) Project Manager for the group.

- AML Production Problem Project Manager for the group.

- AML Work Request Project Manager for the group


Project Manager

Morgan Stanley Smith Barney

New York, NY Project Manager(consultant)

IT Security project (Nov 2010 – Aug 2013) - Planned and managed a project to provide a secure test environment for the conversion testing of the Morgan Stanley and Smith Barney merger. Working closely with IT security to review and analyze 70,000 firewall rules, identifying high, medium and low risk rules. Controlled environment access by assigning virtual desktops to users. Controlled and monitored the outbound flow of data, ensuring PII data did not leave the environment.    

Vendor project (May 2010 – Nov 2010) - Managed a project to get those vendors who interface with Morgan Stanley applications, connected to a special test environment specifically set up for volume and conversion testing, due to the merger of Morgan Stanley and Smith Barney. Coordinated with vendors, and network engineers to successfully establish connectivity, ensure successful transmission of test files for stress testing, and obtain certification that they could handle the increased data volume, taking into account processing time, functionality, and integrity of their systems.


Project Manager

Warren, NJ Project Manager Gather stakeholder requirements to plan, execute, and finalize projects within the triple constraints of delivering on time, within budget and scope objectives. Effectively identify, communicate, and resolve project issues and risks. Develop risk mitigation plans. Implementing and adhering to an SDLC methodology, managed onshore and offshore cross-functional teams on multiple projects involving a mutual funds performance monitoring and reporting system, and an asset management billing system. Improved system performance by 45% and slashed costs by $250,000 annually, by performing system analysis to identify inefficiencies, allowing us to effectively enhance and optimize code. Created all of the documentation for projects, including Functional Requirements Documents, Technical Design Documents, Project Management Plans, Work Breakdown Structures, and Post Implementation Document Developed staff by establishing business training sessions for the developers, allowing them to increase their business knowledge, to better provide the user community with the highest quality support.

Project Manager

Newark, NJ Project Manager Acquired resources, and coordinated efforts of team member in order to deliver projects according to plan. Coach, mentor, and motivate team members, influencing them to take positive action and accountability for assigned work. Managed client needs by translating and prioritizing business requirements. Provided metrics and status to senior management. Implementing and adhering to an SDLC methodology, managed a team of developers on projects supporting a Risk Management database system, used for enterprise reporting. Effectively reduced processing time from 12 hours to 4 hours, and costs from 900k to 400k annually, by system optimization. Enhanced system to run daily, instead of monthly, making the data more current and valuable to a larger number of potential users. Worked with auditors to ensure compliance on all security issues, by developing and providing them with Sarbanes-Oxley documentation..



Brooklyn College


Stevens Institute of Technology


Project Management, Problem solving, Scope / Time / Cost Management, Project Planning, Requirements Gathering,    SDLC, Business Analysis, Team Development, Process Improvement, Microsoft Project, SharePoint, Microsoft Office (Word, Excel, etc), PowerPoint, Change Management, RAID logs




Scrum Alliance

Certified Scrum Master




Project Management Professional




Service Management


Lean Six Sigma Green Belt


Process improvement

Text Section

Proactive, performance-driven professional with extensive experience in leadership and problem solving in the financial services industry. Keen understanding of business priorities. Genuine team player committed to managing information technology projects flawlessly. Optimization of revenues by contributing to process re-engineering and continuous improvement efforts. Cross-functional communicator easily interfaces with c-level executives, vendors, customers, and staff. Versatile, innovative, and dedicated management professional, able to see the “big picture” while staying on top of all the details.