Eric Williams

Accomplishments:

• Managed $1.25 million, 18-month project bringing E*Trade into Federal Reserve compliance for customer check deposits (Check21) and delivering operational savings of approximately $750k annually
• Managed 6-month project installing wire transfer application functionality to support new corporate treasury function for savings of approximately $600k annually
• One of 3 project managers to $10 million, multi-year implementation of new cash management and retail banking platform for entire E*Trade customer account base; The solution allowed for real-time account updates, increased application stability, and more flexible integration with other E*Trade systems for lower technology and operating costs
• Installed enhanced customer account application verification functionality to better meet regulatory requirements (Know Your Customer), reduce fraud, and to automate back office operations
• Installed a call center forecasting and scheduling solution to improve resource allocation
• Developed and delivered to the E*Trade CTO an operational support handbook for all retail cash areas; Worked with stakeholders to capture responses and escalations to key business failures and exceptions
• Team leader for community outreach program that logged 900 hours and oversaw 2200 volunteer hours; Reported directly to EVP/COO on results against goals

• Implemented merchandise and inventory management software packages for a home improvement retailer
• Integrated billing and accounting systems and processes for the merger of two securities exchange operators/regulators
• Performed a Y2K business continuity assessment for a large consumer products company

• Managed data conversion for the consolidation of online commercial cash management functions for the merger of two financial services companies.