Focused on product management, IT project management, and finance. As a finance expert, I apply my broad capital markets, fixed income, and financial knowledge to Product Lifecycle Management. Proficient in accounting & IBOR. Experienced in Customer Relationship Management, Financial Analysis and ...more

Focused on product management, IT project management, and finance. As a finance expert, I apply my broad capital markets, fixed income, and financial knowledge to Product Lifecycle Management. Proficient in accounting & IBOR. Experienced in Customer Relationship Management, Financial Analysis and Modeling, Risk Management, Data Analysis, UI/UX Dashboard Design, Programming/ Agile Software Development Processes, and Project Management Tools. AI-literate, Google/ Pendo: AI for PMs Certificate, studying AI with Microsoft and CFA Institute Data Science. Project Management Institute member. Mentor/ Board Advisor: NACD member. - Advisory Board Member: Livesight and Opens Street companies focused on ML and AI - Chaired 2 non-profit boards -Elected Board Member focused on Budget Oversight and Town Finances -Captained Senior BAs, turned a red project to green, delivered on time. FinTech Product/ Project Management: -Expertise in investment accounting data solutions, IBOR, investment management platforms and Power BI/ Tableau. -Currently working with a start-up developing an alternative asset management platform/Dashboard. As Chief Experience Officer, Agile development of an investment data software wealth management solution for alternative investments and private equity. -Project managed $1+ billion in structured transactions for major Wall Street Firms over 5+ years. -Senior Project Manager, lead agile development of a new middle office data software solution. Drafted product roadmap, tracked software development, and maintained product backlog. Wrote Requirements docs, persona profiles and JIRA stories. Performed data analysis migrating clients to the new software platform. Worked with Geneva, Eagle and Aladdin accounting systems. Built an ML/AI reconciliation tool. Investment Management: Consultant -Advised one of the largest fund of funds on manager selection for a profitable $200 million fund. -Deputy CIO, investment officer & portfolio manager of profitable FoFs with $600M AUM -Led team performing manager selection, due diligence, portfolio construction, and research strategies. Coded a suite of EXCEL-based manager/ portfolio statistical assessment tools based on time series and cross-sectional analysis, risk assessment, and portfolio performance attribution. Executed fund manager research and due diligence in all fixed income, stocks, commodities, private equity, real estate, and insurance strategies. Expert in manager analysis in all strategies. -15+ year Fixed income trading & sales, managed sales & trading desks in New York, London, and Tokyo.less