Professional Consulting Experience

BINEC COMPUTER SERVICES  New York, NY
August 2002 - Present

Director Outsourcing Services

Developing new business units, within the existing corporate entity, that will utilize external contract consultants (in multiple off-site facilities) to compete with offshore development centers.

CITIGROUP, INC  New York, NY
March 2005 present

Consultant Global Customer Group, Citibank, N.A.

Team member in the Business Alignment Office of the Global Customer Group developing CIE (Customer Information Environment). Authoring business and technical specification documents that support the design and development of an information warehouse, encompassing multiple lines-of-business; specific focus on the design of a document/object repository.

SEI INVESTMENTS  Oaks, PA
March 2004 August 2004

Consultant SEI Investments Distribution Company

Conducted business process analysis, within the introducing broker-dealer, to document the gap between business model and available automated services. Managed the discovery of appropriate vendors and packages; authored and issued RFI and RFP documents; evaluated submitted responses and proposals; created scoring matrix for package/proposal comparison; issued recommendation document to client.

WACHOVIA INVESTMENTS  Malvern, PA
January 2002 - July 2002

Consultant Evergreen Investments

Evaluated software from Thomson Financial intended to provide additional data analysis capability to the institutional portfolio group, relative to portfolio performance and attribution.  Involved in both alpha- and beta-version testing.