Summary
Overview
Work History
Education
Skills
Organizations
Certification
Timeline
Generic

Jaime L. Vallecilla

Old Bridge,United States

Summary

Experienced professional with a strong foundation in leadership and a proven track record of successful team collaboration. Recognized for strategic problem-solving, effective communication, and adaptability in fast-paced and dynamic environments. Demonstrated ability to drive projects to successful completion, consistently delivering high standards and impactful results. Proficient in project management, team coordination, and maintaining consistent performance under pressure.

Overview

38
38
years of professional experience
1
1
Certification

Work History

Lead Associate

Morgan Stanley
08.2022 - Current
  • Provided governance and oversight of the U.S. Banks technology asset inventory
  • Executed established policy controls in a timely and efficient manner
  • Developed desktop procedures to document repeatable controls and standards
  • Maintained critical reporting and evidence artifacts for new assets and regulatory requirements
  • Managed project initiatives using Jira and Agile methodology, presenting project updates to senior leadership regularly
  • Built strong relationships with organizational partners through positive attitude and attentive response
  • Culture carrier and involved in many Diversity and Inclusion initiatives

Service Management Lead

Morgan Stanley
11.2018 - Current
  • Responsible for problem management functions across all Wealth Management product area groups
  • Resolved over 300 tickets per year and have achieved 100% compliancy for problem management control standards as defined and audited by our Technology Risk partners
  • Designed and managed the development of service management dashboards leveraged by the application support groups and SREs as self-service tools for greater efficiency and productivity
  • Project manage a variety of continual service improvement projects aimed to increase platform stability within the plant

Application Support Group Lead

Morgan Stanley
01.2011 - 11.2018
  • Led a global team based in New York, India and Mexico in supporting over 100 Wealth Management Advisory applications
  • Responsible for service outage restoration, testing support and change management for production deployments
  • Developed the CAB (Change Advisory Board) process to review all production changes and ensure permit to operate guidelines were strictly followed

Application Manager

UBS Financial
02.2005 - 12.2010
  • Primary support for the Bookkeeping / Stock record system; a legacy mainframe system with over 200 batch modules written in Cobol and Assembler
  • Developed and maintained all project tracking documents, resource allocations, budgeting and all internal audit and SOX required documentation
  • Managed the activities of four full time employees on firmwide initiatives, production support, new system development and asset conversion activities for firm acquisitions
  • Maintained a 100% success rating for all production implementations
  • Led an Integration team to develop a performance management reporting system (project CPos4US)
  • Team consisted of local developers and Swiss global developers
  • Successfully converted 46 billion dollars in assets during the acquisition of Piper Jaffray

Project Leader

C.R. Bard Inc.
09.2002 - 02.2005
  • Responsible for the EDI and Vendor Managed Inventory systems which accounted for 60% of the total revenue for the firm
  • Led a team of five in house developers and managed a group of global developers to capture and provide reporting for all divisions implementing PeopleSoft Enterprise One
  • Spearheaded user review sessions and integration testing at divisional sites located in Massachusetts and Georgia

Independent Consultant

MJS Concepts. Inc.
08.1996 - 09.2002
  • Offered technical solutions utilizing mainframe technologies to companies in various business sectors including banking, healthcare, insurance, and financial services
  • Created an online journal entry subsystem for the Cashiering department of a Fortune 500 financial services firm
  • This system allowed a flexible alternative in updating various payment methods for incoming 401K contributions in a real-time environment as well as batching all of the contributions in order to feed them directly into the Accounts Payable system
  • Modified Cobol 74 programs and JCL procedures to be year 2000 compliant for a major insurance client
  • Developed various functions for a new Unit Investment Trust system for another Fortune 500 financial services firm
  • Created integral functions for a new managed account subsystem targeted at preferred clientele
  • These functions included: equity modeling and balancing, account categorization, block trade allocation and translation of real-time data received from the stock market

Senior Technical Specialist

Smith Barney
03.1990 - 08.1996
  • Led a team of five developers in installing a new bank reconciliation system (RECON-Plus) and a new abandoned property system (APECS) with a reserved budget of 2.2 million dollars
  • Accountable for all phases of the project lifecycle
  • There was an immediate realized savings to the firm in excess of one hundred thousand dollars per year
  • Technical lead on a new cash receipts system
  • The receipt system was developed and maintained on PCs using O/S2, Micro Focus Cobol and XDB
  • The system was imported to the mainframe and utilized Cobol II, CICS and DB2
  • Streamlined year-end processing for the treasury check writing system as well as integrating checks disbursed from two separate systems to allow online viewing on one distinct system
  • Supported intense merger related activity for seamless integration of new business units

Programmer

Shearson
07.1986 - 03.1990
  • Functioned as a primary technical resource for Purchase and Sales, Confirm reporting and Mutual Funds applications
  • Participated in the enhancement of the Preferred Loan Program
  • Automated the form completion process, which utilized Advanced Function Printing (AFP)
  • Augmented the Mutual Funds system with the payout feature of capital gains and dividends
  • Developed the Pending Trades Conversion system during the acquisition of another financial services firm
  • Designed, coded, tested and implemented the entire batch portion
  • All programs were written using the Cobol and SAS languages
  • Documented new and existing systems

Education

Bachelor of Science - Computer Science

Fordham University
Bronx, NY
05.1986

Skills

  • Cobol
  • CICS
  • DB
  • OS/JCL
  • IBM Utilities
  • SQL
  • Changeman
  • File Aid
  • Intertest
  • Xpediter
  • MS Office Suite
  • Project Management
  • Program Management
  • Vendor Management
  • Agile
  • Waterfall
  • ITIL

Organizations

  • Latino Employee Network (LENG)
  • Race and Ethnic Diversity in Technology (RED)
  • Hispanic IT Executive Council (HITEC)
  • Association of Latino Professionals For America (ALPFA)

Certification

ITIl - Foundation, Service Management

Timeline

Lead Associate

Morgan Stanley
08.2022 - Current

Service Management Lead

Morgan Stanley
11.2018 - Current

Application Support Group Lead

Morgan Stanley
01.2011 - 11.2018

Application Manager

UBS Financial
02.2005 - 12.2010

Project Leader

C.R. Bard Inc.
09.2002 - 02.2005

Independent Consultant

MJS Concepts. Inc.
08.1996 - 09.2002

Senior Technical Specialist

Smith Barney
03.1990 - 08.1996

Programmer

Shearson
07.1986 - 03.1990

Bachelor of Science - Computer Science

Fordham University
Jaime L. Vallecilla