20 years of experience in system and business analysis, application development, and full lifecycle of project management for international investment banks. Over 15 years of management experiences in system programming, global support and application development. Strong background in business knowledge for Equities, Fixed Income, Mutual Funds, including trade execution, processing, settlements, back office corporate actions, tax tools,
20 years of experience in system and business analysis, application development, and full lifecycle of project management for international investment banks. Over 15 years of management experiences in system programming, global support and application development. Strong background in business knowledge for Equities, Fixed Income, Mutual Funds, including trade execution, processing, settlements, back office corporate actions, tax tools, reconciliations, fee billing, portfolio accounting, performance, data warehouse, system batch processing, CRM application, sales information and attribution systems. Experiences in major programming languages, operating system, hardware and software.
Specialties: System programming, implementation of new system including integration and design, software Development and full cycle of project Management
Equity: Equity trading and OMS (Order Match System)
Portfolio Accounting: GIM2, Geneva, Invest One, Eagle and other in house solution
Reconciliations: SSR, TLM and other in house solution
Fee Billing: REVPORT
CRM: Saleslogix, Salesforce, Blackberry Integration
Reporting Tools: Crystal, Business Object and Jasper
Database: Natural, DB2, Sybase, Informix and Oracle 10/11G
Series 3 licensed and Series 7 Training
Vice President @ JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. From February 2012 to Present (3 years 9 months) Greater New York City AreaCEO, JCL4 - Information Technology and Service Consultant Professional @ JCL4, LLC is a business and technology consulting service provider specializing in financial system implementation, business analysis, project, program management and process improvement. From May 2009 to February 2012 (2 years 10 months) Consultant @ Reconciliations - Implementation of TLM From May 2009 to January 2012 (2 years 9 months) Jersey City, New JerseyVice President at Prime Brokerage Technology @ * Geneva Portfolio Accounting
* New Clients OnBoarding From August 2008 to February 2009 (7 months) Vice President at Asset Management Technology @ * Global CRM
* Blackberry Implementation
* Sales Attribution
* Reporting From May 2006 to August 2008 (2 years 4 months) New York, New YorkVice President @ * Morgan Stanley Investment Management Application Support Team
* Reconciliations System - In House and SmartStream SSR
* Straight Thru Processing
* Portfolio Accounting System - GIM2
* New Products From April 1997 to April 2006 (9 years 1 month) New York, New YorkAssociate @ * Mainframe and CICS System Programming
* Database Administration (Natural and Sybase)
* Network Order Match System - Trade Execution with Global Securities Exchanges From December 1993 to March 1997 (3 years 4 months) New York, New YorkAssociate @ IT Training Program From February 1993 to November 1993 (10 months) New York, New York
State University of New York at Stony BrookColumbia University - Fu Foundation School of Engineering and Applied Science Jenny CSPO is skilled in: Business Analysis, Fixed Income, Equities, Management, Financial Services, Investment Banking, Asset Management, Program Management, Portfolio Management, Leadership, Business Strategy
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