Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
AdministrativeAssistant

STEVEN HATFIELD

Sarasota,USA

Summary

Results-oriented technology leader with over 20 years of experience in aligning technology and business strategies. As a Technical Account Manager, successfully led client services initiatives that significantly improved customer satisfaction and loyalty. Expertise in strategic planning and relationship management facilitated the implementation of effective client retention programs. Proven ability to drive service excellence through team leadership, conflict resolution, and technical problem-solving.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Technical Account Manager/BA

Celer Technologies
Tampa, FL
02.2021 - 11.2024
  • Thrived and succeeded in delivering high quality technology products / services in a high growth environment where priorities shift rapidly
  • Established performance metrics for evaluating team success, promoting a culture of accountability among staff members while also recognizing exceptional achievements
  • Implemented a robust client feedback system, leading to continuous improvement in service delivery and increased customer loyalty
  • Analyzed data trends and used Portfolio management skills to identify opportunities for process improvement and system enhancements
  • Supported a proprietary client trading group, implementing novel machine learning techniques - neural networks, language models, and reinforcement learning - with statistical analysis for cross-asset investment insights
  • Played a key role in the successful implementation of Agile/Scrum methodologies, facilitating sprint planning, daily stand-up meetings, sprint reviews, and retrospectives
  • Created and maintained user stories, acceptance criteria, and other project documentation using industry-standard tools (e.g., Jira, Confluence)
  • Configuring multi-cloud software for running on Google with tools and Kafka messages that are populated in postgres SQL for Grafana dashboards
  • Developed and maintained strong relationships with business users, gaining a deep understanding of their needs and pain points
  • Lead support teams for clients to adjust Liquidity, fill rate, and development effort to improve the product with new features and capabilities
  • Provide oversight for the team through scope definition, design reviews, change management procedures, and operational readiness testing
  • Accountable for managing “follow the sun” 24/5 production support
  • Led a team to implement a new trading platform, improving trade settlement efficiency by 90% and ensuring compliance with regulatory requirements
  • On-board and Support new FIX sessions and connectivity
  • Guide the teams through troubleshooting and issue resolution on live, high volume trading system components (including systems, google cloud network, Jira, Confluence and Java software)
  • Recruited and in-sourced engineering talent in the North America region
  • Built, maintained, and configured new Crypto trading platform using Talos connections to different exchanges

Business Analyst Expert

Citigroup
Tampa, FL
03.2020 - 02.2021
  • Led engineering teams to deliver numerous high priority projects on time and to quality standards for this major banking client
  • Improved data structure by developing a new application built on Python that resulted in the improvement of regulatory reporting integrity for capital markets business
  • Provided oversight for several critical applications Anti-Money-Laundering, and risk to ensure that Citigroup remained in compliance with all Regulatory Requirements
  • Identified and implemented new processes and systems to reduce costs and increase efficiency.
  • Collaborated with legal and compliance teams to ensure data governance initiatives met regulatory requirements
  • Conducted interviews with stakeholders to identify business requirements and develop process maps.
  • Suggested changes to senior management using analytics to support recommendations and actively participated in the implementation of approved changes.

VP of FX Client Services/Operations

Cantor Fitzgerald/ Lucera
NY, USA
06.2014 - 03.2020
  • Company Overview: Trading and Risk Application
  • Managed 1st and 2nd level support teams for new in-house proprietary Trading and Risk Application for all external clients/prime brokers
  • Led teams through the creation and execution of full test suite cases for new development builds on Lucera Spot FX system
  • Consistently met established SLAs for external clients for incident and problem management, and ensured teams were able to effectively troubleshoot and resolve issues in a timely manner
  • Drove root cause analysis activities and ensured that solutions were implemented to prevent events from recurring
  • Initiated improvements to the developer experience leading to more streamlined operations of our trading software system
  • Trading and Risk Application

AVP EFX Support Engineer

Bank of America/Merrill Lynch
New York, USA
12.2012 - 05.2014
  • Company Overview: EFX electronic trading platform
  • New York region manager of all Production and UAT Systems for the EFX electronic trading platform, supporting all FX products including Spot, Forwards, and Swaps
  • Established and maintained strong relationships with senior on-boarding contacts at various platinum clients
  • Served as a senior escalation point for managing issues through to resolution
  • EFX electronic trading platform

Education

BS - Security Management

John Jay College of Criminal Justice
New York, NY
05.2014

Skills

  • Time management skills
  • Clear communication skills
  • Analytical mindset
  • SQL
  • Problem-solving abilities
  • Multitasking
  • Data Interpretation
  • Cross-functional team leadership
  • Lifecycle management

Certification

  • Introduction to Perl, Learning Tree International, New York, NY
  • Introduction to Java, Ocean County College, Toms River, NJ

References

Available on request

Timeline

Technical Account Manager/BA

Celer Technologies
02.2021 - 11.2024

Business Analyst Expert

Citigroup
03.2020 - 02.2021

VP of FX Client Services/Operations

Cantor Fitzgerald/ Lucera
06.2014 - 03.2020

AVP EFX Support Engineer

Bank of America/Merrill Lynch
12.2012 - 05.2014

BS - Security Management

John Jay College of Criminal Justice
STEVEN HATFIELD