Julia O'Brien
New York,NY
Summary
Results-driven Certified Records Analyst with a track record of spearheading Records and Information Management initiatives. Known for strong leadership and project management skills, facilitating workshops and training that enhance operational efficiency, and employee engagement.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Records Retention Manager, AVP
Apple Bank
New York, New York
03.2023 - 10.2025
- Spearheaded the Records Retention Initiative and the resulting Program.
- Responsible for the management and maintenance of the Bank's Records Retention Schedule. Captured the Bank's record types with the approvals and support of SMEs, Legal, Compliance, and Information Security. Ensured compliance with NYS DFS Part 500.13.
- Researched and successfully recommended Microsoft Purview for implementing retention labels in SharePoint. Worked in partnership with the Information Security team to pilot the initiative.
- Scheduled 50+ intensive workshops with Line of Business Delegates and Records Owners to support them on how to successfully identify, retain, and dispose of records on an annual basis. Guided them through the completion of the attestation and disposal documentation.
- Created training modules that informed the Bank employees of their responsibilities and taught best practices of general records management.
- Presented quarterly to the Technology Operations Planning Committee.
Agency Records Officer
Teachers' Retirement System of the City of New York
New York, NY
09.2018 - 03.2023
- Led TRS's Records Management Program.
- Updated TRS Records Retention and Disposition Schedule based on new findings with Records Owners.
- Communicated with General Counsel on litigation holds, and other timely legal concerns.
- Disposed of records found eligible for destruction, following the TRS Records Disposition Procedure. Scheduled walkthroughs with department directors and executives for signatures.
- Migrated TRS document data to GRM's cloud-based repository to create item records as a single source of truth.
- Ensured information integrity by creating and leading a multi-year Re-Inventory Project.
- Improved information availability and timeliness by creating the Member Case Files Request Procedure.
- Centralized multi-format records retrievals from GRM and on-site by request from business units.
- Organized meetings to improve the ongoing Records Turnover Initiative with Records Owners.
- Designed documentation and training for Policy and Procedure Information Governance Guidelines.
Education
Master of Science - Library And Information Science
Pratt Institute
New York, NY01-2013
Bachelor of Fine Arts - Graphic Design
Rhode Island School of Design
Providence, RI01-2006
Skills
- Compliance Auditing
- Legal Communication
- Information Governance
- Risk assessment
- Training development
- Procedure implementation
- Regulatory requirements
Certification
Certified Records Analyst, Institute of Certified Records Managers, Issued 2025
Timeline
Records Retention Manager, AVP
Apple Bank
03.2023 - 10.2025
Agency Records Officer
Teachers' Retirement System of the City of New York
09.2018 - 03.2023
Master of Science - Library And Information Science
Pratt Institute
Bachelor of Fine Arts - Graphic Design
Rhode Island School of Design