1. Jay Resnick, Senior IT Project Manager
675 East Street Road, #718  Warminster, PA 18974  215 396-1112  jaymresnick@gmail.com
TECHNOLOGY MANAGEMENT  ENTERPRISE IMPLEMENTATIONS  FINANCIAL SERVICES
Banking – Brokerage - Retirement Products
Application/Software Development – Program/Portfolio Management
 Seasoned project/technology manager; extensive experience in software development and
deployment utilizing a variety of operating environments across multiple organizations.
 Business strategist; plan and manage multimillion-dollar projects aligning business goals with
technology solutions to drive process improvements, competitive advantage and bottom-line results.
 Excellent communicator; leverage technical, business and financial acumen to communicate
effectively with client executives and their respective teams.
 Expert in waterfall project management and experienced with agile methodologies. Able to
manage large project teams and known for high-quality deliverables that meet or exceed timeline
and budgetary targets.
Skills Summary
Project Management:
Custom Software Development
Program Management /PMO
Enterprise-wide Implementations
IT Strategy Development
Acquisition/Integration
IT Project Lifecycle:
Requirements Analysis
ROI Analysis
Costing & Budgeting
Project Scheduling
Testing/QA/Rollout/Support
Value-Added Leadership:
Cross-Functional Supervision
Team Building & Mentoring
Client Relations &
Presentations
Business & IT Planning
Vendor Management
Professional Accomplishments
 RIT/USA Today National Quality Award Winner.
 Dalbar Seal awarded for development of 401(k) Statement Design and Implementation. Achieved
a $7MM savings by in-sourcing statement generation.
 Proven decision-making ability in identifying and solving technical problems. Experience
implementing appropriate technology and methodologies to improve software reliability.
 Proficiency building and maintaining detailed project plans incorporating reporting metrics, risk
identification and mitigation strategies and working with senior management.
 Team builder with 20+ years of experience in all phases of the SDLC, budgeting, staff
development (involving diverse teams with on and off-shore resources), talent recruitment,
coaching, mentoring, and motivating technical staff with a constant focus on stakeholder needs
and bottom line results.
 Developed and managed 401(K) trading platform (Equities, mutual funds).
 Authored ML Retirement Group data strategy – integrated with firm-wide initiative.
 Managed technical teams through acquisition and integration of three firms.

2. Professional Experience
Kforce – Consultant (Merrill Lynch / Bank of America)
Pennington, NJ ● April 2011 – April 2014; July 2014 - Present
 Program / Project Manager.
 Liaise with business partners and stakeholders continually to ensure business goals are met.
 Develop and maintain MS Project plans and WBS to track progress to milestones.
 Track projects following DMAIC phases.
 Participated in tollgate reviews for each DMAIC phase.
 Identify and track project risks throughout project lifecycle.
 Hold weekly project status calls with stakeholders from requirements definition and sign-off
through UAT (User Acceptance Testing) and deployment.
o Report project progress to management on a weekly basis in both reports and via firm-
wide management tools.
o Raise issues (as appropriate) to management to mitigate risk and/or adjust project
plan/deliverables to accommodate changes.
 Tracked variance to budget (in Clarity) throughout development effort.
 Baseline requirements (as defined in CaseManager) and adjusted plans/deliverables as
appropriate to reflect changes in scope, budget, etc.
 Involve other areas as needed (e.g., Architecture, Engineering) to ensure compliance with firm
standards.
 Participate in all testing phases – working closely with Tech and Business partners to gain sign-
offs for each before advancing to next testing level.
 Document and maintain ongoing issues list using HP QC (Quality Center) for entire project
lifecycle.
REF Computer Corp – Consultant (Merrill Lynch / Bank of America)
Pennington, NJ ● June 2010 – September 2010
 Established two teams of ten consultants each to monitor account openings and data integrity of
existing and merging of accounts.
 Supported Client On-boarding and Data Governance area including telephone support working
closely with ML management team and internal clients.
 Interviewed and oriented new staff to the environment.
US Census – Manager, NRFU
Trevose, PA ● April 2010 – June 2010
 Managed team of 20 office staff – responsible for preparation, tracking, reporting of census forms
used by field personnel.
 Worked with management team to appropriately allocate staff, track progress to goals, resolution
and escalation of issues.

3. Merrill Lynch – VP Technology
Pennington, NJ ● 1990 - 2008
 Retirement Technology Group
o Stock Option System
 Managed team of 27 developers supporting and enhancing existing SOP system.
 Integrated off-shore resources, including contract negotiation, budgeting, planning
and deployment of scheduled software releases.
 Involved with technology strategy planning, platform upgrades (Oracle 10g), new
deployment strategies (SCM), migration of existing client transmissions from UNIX
platform (Crontab) to Autosys.
o Participant Statements
 Achieved savings of $7MM by in-sourcing statement generation and mailing.
 Produced and mailed 2.1 statements quarterly within ten day window using
ExStream software (after evaluating competing products and platforms before
selecting ExStream).
 Was senior technical person on the national RIT/USA Today Quality Award
winning team that also received the Dalbar Award for the ML 401(k) Millennium
statement.
o Trading / Reconciliation Systems
 Involved with three acquisitions and integration of staff and technology platforms.
Managed staff of 80+ in multiple locations including San Francisco and Atlanta.
 Designed and built the mutual funds trading system supporting all 401(k) trading
accounts and their daily reconciliation – calculated daily NAV and weighted price
averages for retirement clients.
 Designed and implemented Retirement Group’s Equity Trading platform including
automated true-up trading to keep plans reconciled with Trust accounts and
related Trust statements.
o Technology Strategy / Data Strategy
 Authored technology strategy document for RGT outlining direction for the three
and five year planning.
 Represented the Retirement Group in firm-wide data strategy effort and migration
to firm-wide hub.
 Implemented new standards as part of firm-wide initiatives; developed disaster
recovery / contingency plans.
OTHER INFORMATION
Proficiency with:
MS Project, MS Word, Visio, MS PowerPoint, MS Excel and MS FrontPage. Clarity, CIPS, CQ/ALM
References available upon request.
LinkedIn Profile: https://www.linkedin.com/profile/view?id=69237571&trk=nav_responsive_tab_profile
EDUCATION
Brooklyn College, Brooklyn, New York
1973-1977 ● Major – English