Dr Jason Carter CV Chief Executive Officer And Global Programmes Director
Mnoone 20160920
1. Michael Noone
28 Daniel Drive Hazlet, NJ 07730
732.757.1765 (mobile) mnoone@comcast.net
S E N I O R I T P R O J E C T M A N A G E R
SOFTWARE DEVELOPMENT ENTERPRISE IMPLEMENTATIONS
Experienced project manager offering 20+ years of success leading all phases of diverse technology projects
holding in-house and consulting positions: analysis, planning, execution, testing and implementation.
Effective Business strategist; plans and manages Business and Compliance projects aligning business goals with
technology solutions to drive process improvements, competitive advantage and bottom-line gains.
Excellent communicator; leverages technical and business acumen to communicate effectively with client executives
and their respective teams.
Proven Leader; Demonstrates proficiency managing large project teams and known for high-quality deliverables that
meet or exceed timeline and budgetary targets.
Skills Summary
Project Management:
Custom Software Development
System Migrations/Integrations
Enterprise wide Implementations
IT Project Lifecycle:
Requirements Analysis
Costing & Budgeting
Project Scheduling
Testing/QA/Rollout/Support
Value-Added Leadership:
Cross-Functional Supervision
Team Building & Mentoring
Client Relations & Presentations
Business & IT Planning
Career Progression
TIAA Lead Business Mgr., IT Project Mgr., IT BMO 2014 to Sept 2016
ADP (consultant) Sr. IT Project Mgr., DB Architecture Strategy & Service 2013 to 2014
TD Bank (consultant) Sr. IT Project Mgr., USTS Corporate Systems 2010 to 2013
JPMorgan VP Implementation, Wealth Management Platforms 2008 to 2010
UBS VP, Business Program Manager for Managed Accounts 2001 to 2008
PaineWebber VP Ops, App Development, Business Analysis 1980 to 2001
Achievement Highlights:
Led teams across broad technical, financial and business disciplines. Focused teams on business objectives and tracked
progress to ensure project milestones were completed on time, on budget and with the desired results.
Mitigated risk factors through careful analysis of data. Anticipated and managed change effectively in rapidly evolving
global business environments.
2. Defined processes and tools best suited to each project depending on project specifics and client goals, creating detailed
project road maps, plans, schedules and work breakdown structures.
3. Michael Noone, Page Two
Representative Projects
UBS Managed Accounts:
• Supported systems providing client, security and pricing data feeds, daily transactions and reconciliation of distributed
platforms (GIM II) to firm books and records at the transaction and tax lot level.
• Led the Business Technology function to produce requirements for strategic product initiatives (SMA, UMA, Alternative
Long/Short).
• Delivered first online trading offering for UBS which raised $23 billion in assets.
JP Morgan Wealth Management:
• Managed implementation and onboarding of SMA, UMA, MDP programs for RIA and Investment Manager clients to the
Vestmark multi custodian platform.
TD Bank:
• SAFE Act Implementation; Managed a technical team of 110 on shore / off shore resources to enhance HR and
Loan/Credit systems to register and track Mortgage Loan Originators insuring that lenders with history of deceptive or
illegal activities are denied the ability to act in a mortgage lender role. Government imposed deadlines were met and
project was on budget.
• Client Risk Rating project for Anti Money Laundering/Terrorist financing; responsible for data integration efforts across
all lines of business to drive an enterprise solution.
• Federal Reserve Regulation O; Initiated project to place limits and stipulations on credit extensions that member banks
may offer executive officers, directors, and principal shareholders.
• Managed Asset System Implementation; Assumed an at risk project to streamline the management of non-performing
Residential, Small Business and Commercial properties as well as Foreclosures, Short Sales, Modifications, Charge offs
and Repossessions in Workout (corporate). Produced a successful outcome based on revised project plan delivery and
budget.
TIAA:
• Managed multiple work streams in an A BMO led strategic initiative to bring a new TIAA subsidiary online in 2016
designed to reduce IT and Operating expenses significantly.
• Led efforts to conduct compliance and business-owned policy reviews and establish governance frameworks for
Compliance and Operational Risk. Also facilitated an Audit Advisory and the process to gather audit requirements for IT
and Financial audits.
• Education & Credentials
o Advanced Leadership Training
o NASD Series 7 (Inactive)
4. o MMI Tech & Ops Sub-Committee on Standards
o Securities Industry Institute, Wharton Business School
o Brookdale College, Lincroft N.J. (Associates Degree: Business Administration 1979)
o Chubb Institute (Accelerated Programmer Development (1990)