General Resume

1. Jae DaSilva, SSC; PMI
Successful Business Operations and Technology professional with over 15 years’ experience overseeing Financial
Data and Auditing. Managed efforts with Business and IT stakeholders in meeting objectives to support strategies;
lean productivity; process improvement; regulatory policies; systemintegrations and risk measurement
Business Support Leadership:
 Accounting – GAAP, Financial and Fund accounting; reconciliation of Payables/Receivable and Billing
 Bank Security/Anti-Money Laundry/ Customer Information Compliance
 Business Continuity; Regulatory Control; Risk Management – QRM principles/ Risk Mitigation
 Data, Gap, Root Cause Analysis – DMAIC Six Sigma; Scrum Agile methods
 Financial Analytics – Budget Analysis/Planning, Market/ Employee Studies; Performance Measurement
 Institutional Banking Services – Policy Development; Record-Keeping; Regulatory Compliance
 Project Charter- Scope, Business and Technical Requirements, Model Testing documentation
 Software Evaluation; System and User Acceptance Test Plans; Use Case Studies - SDLC modeling
 Strong analytical/ organizational/project skills – PMLC and Project Management Office PMBOK trained
 Communications Management: Green Belt champion leadership in Stakeholder meetings; deployment
M&T BANK (April 2015 – Sept 2015)
BSA/AML Technical Lead Project Manager, Application Development Division; Buffalo, NY
 Managed project costs and audited project life cycles for a 4 million dollar Compliance initiative
STATE OF VERMONT AGENCY OF HUMAN SERVICES (Sept 2014 – Oct 2014)
Finance Project Analyst, Vermont Health Connect; Burlington, VT
 Instituted financial project protocols for Government grant totaling 30 million
MERCHANTS BANK VERMONT (Dec 2013-May 2014)
Interim Risk Project Manager, Bank Secrecy Act Risk Management Division; Burlington, VT
 Hired per State Regulations to restructure the Risk division and improve workflows for top 25 mid- size
bank
THOMAS & BLOOD, LLC ( Nov 2013 – Dec 2013)
Associate Shelburne, VT
 Responsible for inventory distribution and accuracy of reporting to senior producers
KELLNER ELECTRONICS – BasicEparts ( Aug 2013- Nov 2013)
Sales Representative Charlotte, VT – Corporate Division
 Responsible for selling parts to multi-million dollar Manufacturers (OEM) in Western U.S. States
BRUEGGERS ENTERPRISE (May 2013 – July 2013)
Shift Supervisor Burlington, VT – Corporate Enterprise Division
 Managed inventory/ production; Reported daily labor/ production statistics to Corporate stakeholders
JP SOLUTIONS, INC.
Risk and Compliance Business Analyst – NC;VT (Dec 2011-Apr 2013) FL; MA; NY; QC (July 2002- May 2005)

2. WELLS FARGO (Mar 2010-May 2010) (May 2011 – June 2011)
Project Manager; Business Analyst, Bank Loan Processing; Strategic Solutions GWIM; Charlotte, NC
 Consulted 2 short term assignments supporting Business Software Acquisition efforts
BANK OF AMERICA (Mar 2007 – Nov 2007; May 2008 – May 2011) 3 Remote positions; 2 On-Site
Technology Project Manager; Change Manager; Business Process Designer, Charlotte, NC; Boston,MA
– Global AML, Client Fulfillment; Global Resiliency Business Continuity Compliance; Capital Markets
 Ran and managed resources for several 6 month contracts with budgets ranging from 3 million to 50
million
MCDONALDS (Mar 2009 – May 2009)
Assistant Manager Charlotte, NC – David Powell Division
PIONEER INVESTMENTS (Jan 2007 – Mar 2007)
Infrastructure Market Data Project Manager, Boston,MA; Dublin; London; Milan – Enterprise Technology
 Ran Start Up Program for Operations Global migration of 100+applications with project budget of 15mm
BNYMELLON FINANCIAL CORPORATION (Sept 2006-Dec 2006) (Nov 2007 – Mar 2008)
Client Services Project Manager; Technology Risk Project Manager, Everett, MA
 Manager for 2 separate contracts with project budget totaling 55 million
BOSTON ADVISORS, INC MERRILL LYNCH SUBSIDIARY (June 2005 – June 2006)
Director of Operations Technology; Change Manager, Boston, MA
ABP INVESTMENTS US, INC. (Aug 1999 – April 2002)
Senior Vice President - Director of Operations /Project Manager of Pension and Investments Division
WEISS, PECK & GREER INVESTMENTS ROBECO BANK SUBSIDIARY (Oct 1988 – Aug 1999)
Vice President - Department Manager of Portfolio Administration Pension and Investments Division
DEAN WITTER REYNOLDS (June 1987 – Oct 1988)
Assistant Supervisor for Government / Mortgage Settlements, New York, NY
MERRILL LYNCH, PIERCE, FENNER AND SMITH (July 1985 – June 1987)
Assistant Supervisor for Capital Markets Operations, New York, NY
VOLUNTEER EFFORTS AND PRESENTATIONS
 Bachelor Degree Program – Computer Science student
 Association of Certified Anti-Money-Laundering Specialists; candidate for ACAMS certification
 PMI member enrolled: ID # 840178; Champlain Valley PMI member
 Compliance Exchange Linked-In (2010 – current)
 Bixby Library (2014 – current)
 Vermont Folk Life Center – Data Assistant (2012 - 2013)
 Northampton Community Garden and Southampton Farms – Agriculture assistant
 Hampshire Gazette Publications – Production Assistant
 Web-based Accounting and Compliance – SIFMA Panel Speaker
 Advent Software; Post Trade Compliance; Asset Management – Bond Market Association Panel Speaker
 SIFMA Conference – Olmstead Associates Presenter
 Princeton Financial Mortgage Module – Event Presenter and Speaker
 Thomson Financial – MiddleWare Risk Management Software – Analyst and Speaker