Project Manager System Access Control and Data Security
As a result of the merger with Security Pacific National Bank, the client assumed the Trust Services division. Client experienced significant security breaches resulting.
Managed a project team of 25 system and operational professionals responsible for planning, designing, and implementing system information security and system access security for Trust Operations.
Delivered system security in compliance with IT and Security standards within 8 month time line and within $3.5 MM budget.
Business Analyst
Post Acquisition Forensic Analysis and Operational review
BA Investment services acquired a Seattle based brokerage firm. Post acquisition, Sr. Management noted a lower revenue stream than was forecasted. Client experienced a dissapointing Post Merger revenue Stream.
I was retained to examine the shortfall - and perform a forensic analysis of the merger transactions, compute losses, and make recommendations for improvement, and/or recovery of lost revenues.
Performed post-acquisition analysis and computed estimated losses due to lost client accounts.
Reviewed back-office transaction processing operations and prepared recommendations for system integration, policies and procedures, and system maintenance.
Instituted a new post acquisition procedure to compare client accounts during initial due diligence and post acquisition. Procedures was added as Standard Practice for all investment brokerage account acquisitions
Project Manager System Integration
Prepared systems review of back-office transaction processing operations. Recommended improvements for system integration, policies and procedures, and system maintenance.
