Program and project management at JPMorgan, Citi, and Morgan Stanley, now paired with hands-on experience founding and operating three companies.
Led major programs across Risk & Design, Supplier Oversight Services, Program Governance, and Application groups during a period of significant regulatory change. Owned program plans, RAID logs, and executive reporting up to senior leadership.
Program and product management support for Equity Research and Fixed Income Research workflow and distribution across web, email, and third-party providers.
Managed research dissemination platforms serving institutional and retail clients through web, email, and third-party channels.
Designed and developed web-based systems using Java, Perl, Sybase SQL, and JavaScript.
Ran the Brexit transition program across Sourcing, Legal, and Third-Party Oversight: 200+ headcount moves, 26 workstreams, multiple legal entities.
Implemented a new ratings system coordinating 800+ data feeds and 17 applications for rating changes across 1,800+ companies globally.
Project managed a client-facing platform serving 125,000+ client accounts, 25,000+ Financial Advisors, and 8,000+ institutional employees.
Support the chairman, manage records, and run board meetings at America's oldest continuously operating arts member club. Select and plan plays for the 142nd season.
Led the alumni committee for the annual ball, spring soiree, and charity fundraising outreach.
Always glad to talk shop on program leadership, AI strategy, or advisory work, alongside what's already underway with the three companies.