Recent Engagements

Major Investment Bank – Technical Design and Business Analysis
[Application Infrastructure]

Research and development in support of enhancing the client’s enterprise technology asset inventory system. The goal was to extend the implementation to include vendor software.

Major Investment Bank – Technical Adoption – Identity/Access Management
[Regulatory]

  • In support of the client’s transition to a bank holding company, this was a major end-user adoption engagement. I was embedded in the IT team developing the solutions for employee technical access and entitlements.
  • Lead the work to design department-wide training and awareness program
  • Chief editor of all documentation and training material
  • Training 
    • Orchestrated multi-modal global training approach 
    • Served as lead on the creation of all training content 
    • Conducted worldwide training for all divisions and all levels

Major Investment Bank – Software Development Best Practices
[Includes Regulatory]

The client was interested in improving software quality while also ensuring compliance with regulatory guidelines for governance over their SDLC process.
Designed and delivered a global training program combining industry best practices as well as client’s protocols.

Major Investment Bank- Client Relationship Management (CRM) Implementations
Served as product manager and lead designer for several workstreams supporting the investment banking division and the institutional investment management divisions.

Major Investment Bank – Risk Management – Identity/Access Management
[Regulatory]

Based on the work above, the client invited me to re-engage in support of new challenges arising from broader deployment of the access / identity management implementation.