Personal Profile


Toronto, Canada

15 years Project Management experience in Capital Markets & Wealth+Asset Management, leading 20-50 member teams in FX, Bonds, Fixed Income, Mutual Funds,Insurance, Equities, Futures, Options, Commodities.

Agile Coaching & Project Management -> 
•Enterprise Team Agile Coaching, Leading Scaled Agile Projects & Implementing Large Scale Scrum
•Project Conception, Planning, Definition, Financing, Execution, Performance & Closure. 
•Conflict Resolution, Delivery Scheduling, Financial Analysis 
•Sr Executive/Business Presentations 
•Cost/Task/Quality/Risk/Change Management
•User Stories, Agile (Scrum & XP), Scenarios/Use Case UML, Data Modelling covering both Waterfall & Agile, JAD/Process Flows/Decision Trees/Prototyping
•Functional Decomposition, Interviews, Brainstorming, Storyboarding, Focus Groups, Sequence Diagrams, Business Rules, Requirements Gathering, Event & Risk Analysis, Root Cause Analysis, Data Specification, Solution Engineering, Documentation, Structured Walkthrough, 
•Benchmarking, Data Mining, Fund Accounting, Reconciliations, Business Intelligence Reporting
•Test Plans, Pilot Testing, UML, SiT/BAT/UAT/QA/Defect/Root Cause Analysis 
•Financial Investigations, Data Structures, Process Mapping
•Middle & Back Office Operations/MIS/Trade Life Cycle

Capital Markets, Wealth Management, Investment Analysis & Trading ->
•Risk (Liquidity/Market/Counter Party) Management, BASEL, BCBS, CCAR & FRTB
•Investment Portfolio Analysis, Securities/Derivative Trading & Hedging 
•Equities/Futures/Options/Fixed Income/FX.
•Margin & Collateral Management
•Trade Life Cycles.
•Client NAV / PnL Reporting. 
•KYC/AML/Trade Surveillance.
•WSS / Pricing.

Tools: Excel, Tableau, Visio, HPQC / HPALM, Unix Logs, Oracle SQL, DB Visualizer, Atlassian JIRA / Confluence, MVest, Primebase / Wealth360, Fundserve, RIS, IBM Netezza, CASE, Enterprise Architecture, Axure, Clarity, MS Project, Active Collab, Bloomberg, Reuters, Sharepoint, Murex, Wallstreet