Unlocking Value Through Precision Project Management and Agile Delivery in Financial Services With over 15 plus years of experience managing complex, high-stakes projects within financial services Global Investment Banks and Asset Management firms I have honed the skills necessary to deliver exceptional results. My expertise spans capital markets, regulatory IT projects, Digital transformation , EUC and investment banking working with top-tier firms like UBS, Credit Agricole, and Morgan Stanley. My approach combines strategic planning, precise execution, and a relentless focus on stakeholder satisfaction. Throughout my career, I have led end-to-end project lifecycles, from decommissioning legacy systems to implementing cutting-edge data governance solutions. I thrive in Agile environments, where I use frameworks like SAFe to drive team efficiency and project delivery. In my current role, I delivered an automated tool that manages manage Portfolio, Fund Launches activities there by reducing operational risks and delivering optimized business process. In past i managed SWIFT ISO 2022 migration projects, ensuring compliance, reducing operational inefficiencies, and delivering optimized financial systems. What sets me apart is my ability to navigate the complexities of regulatory frameworks like FATCA, MiFID2, NFRR and Tax transformation including cannabis-related regulations. I bring a robust understanding of SDLC processes and Agile methodologies, combined with a deep knowledge of data management, ensuring projects align with both business goals and regulatory requirements. My goal is to continue delivering value through leadership and innovation, focusing on driving digital transformation in the financial sector. Whether leading large, cross-functional teams or partnering with stakeholders to shape strategic initiatives, I am always looking to unlock new efficiencies and deliver measurable outcomes. Let’s connect to discuss how I can help your organization navigate complex projects, optimize processes, and achieve sustainable success.

My Mentoring Topics

• Data and Digital Transformation
• Building and implementing strategic data lakes to enhance operational efficiency and data governance.
• Utilizing tools like Azure, AWS, and Snowflake for cloud migration and data platform modernization.
• Designing centralized data dictionaries and lineage models using COLLIBRA.
• Agile and Project Management
• Leading Agile transformations and managing multi-million-dollar projects with complex stakeholder environments.
• Creating benefit realization plans, gap analyses, and aligning strategic goals across global teams.
• Implementing governance frameworks, risk management strategies, and vendor management processes.
• Innovation in Technology and Solutions
• Developing tools like Operational Data Management systems and Exception Management frameworks to optimize workflows.
• Integrating R&D practices to enhance product innovation and improve operational benchmarks.
• Leadership and Stakeholder Engagement
• Managing large, cross-functional teams and aligning them with organizational goals through effective communication and collaboration.
• Engaging in stakeholder management, presenting strategic roadmaps, and achieving alignment on key initiatives.
• Regulatory Compliance and Financial Services
• Spearheading compliance projects such as SWIFT ISO 20022 migrations and post-trade regulatory reporting.
• Leveraging digital solutions to meet stringent regulatory deadlines and enhance system reliability.
• Sustainability and Ecosystem Building
• Establishing sustainable, scalable ecosystems in data operations and governance, leading to cost savings and improved resource utilization.