Gary Porzio

• Worked closely with a consulting agency to develop and implement a comprehensive SEO strategy for the bank's website, resulting in a significant improvement in its online visibility and presence
• Oversaw the management and maintenance of the bank's CRM platform, ensuring accurate and up-to-date customer data and seamless operations
• Collaborated with the technology team to support the tracking and enhancement of the bank's website and mobile app, contributing to their overall development and success
• Led the Project Management Office, orchestrating the monitoring and timely achievement of milestones across 15+ projects

Transformation Office Setup - TIAA

• Monitored and documented the progress of five workstreams for the TMO, identifying and mitigating potential risks through the use of a RAID log, and escalating issues to senior management as needed
  
• Developed client decks that efficiently communicated the results of discovery sessions, highlighting key recommendations and insights for senior stakeholders
  
• Participated in client workshops and discovery sessions to gain a deep understanding of legacy systems, and worked collaboratively with clients to develop recommendations for system enhancements and improvements
  

Project Management Services - UBS/Broadridge

• Managed 18 middle-to back-office workstreams, serving as a the point of contact between client leadership and each stream's principal stakeholders
  
• Coordinated program-wide initiatives and acted as the main point of contact for any questions, concerns, or challenges that arose
  
• Actively monitored, managed, and reported on deliverables across development, testing, conversion, and business integration to ensure successful execution
  
• Collaborated with senior client leadership to gather and present key information on various topics, including critical design decisions, historical data conversion and storage requirements, platforms demos, trading and settlement flows, and workstream-specific dependencies and integration points
  

Business Analysis - RBC

• Established functional acceptance criteria for a trading and portfolio management solution utilized by financial advisors
  
• Worked with the UI design team to develop screen mock-ups that adhered to modern UI/UX design patterns
  
• Collaborated with testing and product teams to confirm that the acceptance criteria met all functional expectations
  

Cash Management

• Generated and distributed daily, monthly, and quarterly financial reports
• Utilized ADP to process Day loans, BNY late night investments, AFX's, and ACH's
• Processed incoming payment wires from Mutual Funds, Governments, and Clients
• Conducted customer due diligence and enhanced due diligence reviews to identify potential money laundering risks
• Analyzed transactional data and customer information to detect suspicious activity