2. Louis Scleparis
Telephone: 774-454-6573 • Email: xb2k6gg@hotmail.com
Telephone:777-454-6573
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Global Senior Banking and Financial Markets Operations and Technology Consultant
Passionate and motivated global banking and financial services professional proficient in small, medium and
large scale operations and technology transformations. Transformed business lines to reduce cost, increase
efficiency and improved quality of information for sales, capital markets trading and risk reporting. Provided
outsourcing advisory for operations and technical resources to offshore providers. Advised clients on
software solutions. Advised clients on shared services. Acted as a subject matter expert, project manager or
programme manager depending on projects resource requirements. Coach and mentor to team members.
Administration and management • active leadership • speaking • writing • critical thinking • service oriented •
information systems • strategy • leadership • risk management • change management • operational analysis •
problem solving • enjoyable to work with
PROFESSIONAL EXPERIENCE
IBM, Boca Raton, FL • Jan 2013-persent
Senior Operations and Technology Consultant Manager for Banking and Financial Markets clients.
Reported to lead partner responsible for Banking and Financial Markets business. Interacted with client C-
Suite Executives
Key Responsibilities:
• Worked on all facets of client engagements including operations efficiency, CRM solutions and customer
segmentation to appropriate delivery channel, digital technology solutions, and client operations and
technology outsourcing
• Acted as project manager, programme manager or subject matter expert depending on project resource
requirement
• Managed on site and off site IBM resources and worked closely with client resources to execute work
plan on time and within budget. Prepared work schedules and assigned specific duties and developed
project KPIs
• Worked with IBM sales teams and clients to understand business problems, define solutions and estimate
project cost
• Worked with clients to develop short and long term Omni Channel strategy
• Project engagements in excess of $10 million
• Simultaneously managed project across different client relationships
• Maintained awareness of new IT infrastructure and software solutions through IBM training
RESUME
3. Bank of America, Charlotte, NC • Jan 2012-Dec 2012
Senior Vice President, Finance Technology. Reported to Technology Executive.
Key Responsibilities:
• Member of Executive Management team responsible for establishing governance processes and risk
controls to ensure projects were managed appropriately
• Performed risk analysis and developed project KPIs
• Managed SAP projects and worked closely with internal and vendor resources
• Maintained awareness of new developments in IT infrastructure and software for the formulations of
planning strategy for the acquisition and implementation of new technologies
Boston, MA • Jan 2009 - Dec 2012
Independent Operations and Technology Consultant, Banking and Financial Markets
Key Responsibilities:
• Worked for various banks and mutual fund companies in Boston and New York performing a variety of
assignments
• Assignments included acting as a business analyst, project manager and programme manager for both
internal and client projects
• Worked with both Agile and Waterfall Methodology
• Worked with both internal and offshore resources
• Evaluated CRM software such as SalesForce.com , Microsoft Dynamics and other leading CRM
software products
• Evaluated and recommended operational process changes necessary to establish a strong CRM
environment
• Managed the installations of fee billing solutions ( Redi2)
• Simultaneously managed project across different client relationships
• Performed financial analysis to determine the benefits of off shoring operations and technical resources
to a third party provider
Ascend Consulting Boston, MA • Jan 2007- Dec 2009
Associate Director, Banking and Financial Markets Implementation Consultant. Reported to director in
charge of business development
Key Responsibilities:
• Managed staff, prepared work schedules and assigned specific duties related to client projects such as
operational efficiency, software evaluations and technology infrastructure enhancements
• Performed detailed vendor analysis for 2 investment banks seeking an enterprise-wide market data and data
model solution. Formulated a new data governance model and recommended a workflow solution to
manage the data cleansing process that surrounded a robust data governance process. Analyzed vendor
products including Golden Source Data Management, Asset Control Data Management, Reuter’s Data
Management Solution, and AWD Workflow Solution.
• Worked with both Agile and Waterfall methodology
RESUME
4. • Worked with Ascend sales team to acquire clients , understand client issues and solutions and estimate
project cost
• Simultaneously managed project across different client relationships
Mellon Financial Group Boston, MA • Jan 1998-Jun 2007
First Vice President, Wealth Management Operations and Technology Solutions. Reported to Executive Vice
President in charge of division. Interacted with C-Suite Executives
Key Responsibilities
• Responsible for all operations and technology due diligence related to the purchase of other wealth
management companies
• Evaluated and managed the installations of new SEI accounting solutions as the company moved from in
house development to vendor supported software products. Managed internal work teams and vendor
relationship
• Selected and installed the Advantage fee billing solutions for Private Wealth Clients and the Redi2
system for outsourcing clients
• Managed the start-up of a new family of mutual funds for the Private Wealth Clients. Responsible for all
technology, operations, business and legal aspects of projects
• Selected to be employee mentor to those participating in the management trainee program
Fleet Financial Group/ Bank of America, Boston, MA • June 1981-May 1998
Senior Vice -President, Capital Markets Technology and Operations. Reported to Executive Vice President
in charge of division. Interacted with C-Suite Executives
Key Responsibilities
• Managed 300 operations and technology staff supporting the Capital Markets Business. Products
included asset, liabilities, foreign exchange and derivatives
• Responsible for all trade processing, settlement, reconcilement, cash management and corporate actions
• Managed department risk and developed KPIs
• Worked closely with internal traders and their external counterparts
• Selected and managed the installation of the Sungard MM 11 accounting solution
• Selected and managed the installations of the SEI accounting solution
• Selected and managed the installation of the Wall Street FX accounting solution
• Redesigned operations processes around new technology implementations
• Responsible for all capital markets operations and technology due diligence related to new acquisitions
• Responsible for all operations and trading floor technical support
• Started as department supervisor and worked my way up to SVP holding various positions within the
division
• One of 50 employees selected bank wide to reengineer all the operations and technology solutions
throughout the bank in preparations of new acquisitions
Other
General Ledger Accounting Supervisor, Bank of New England
Mutual Fund Accountant, Fidelity Investments
RESUME
5. EDUCATION & PROFESSIONAL AFFILIATIONS
Bachelor of Science: Social Science and Accounting
Suffolk University, Boston, MA
IBM Training
Big Data and Analytics
Cloud Technology
Digital Technology
Fleet Financial Management Training Program
Technology Skills
All MS products
Professional Trading Courses (equities, bonds, options, futures, foreign exchange)
Knowledge of various business process and quality improvement methodologies (IBM process tools, lean)
RESUME
6. EDUCATION & PROFESSIONAL AFFILIATIONS
Bachelor of Science: Social Science and Accounting
Suffolk University, Boston, MA
IBM Training
Big Data and Analytics
Cloud Technology
Digital Technology
Fleet Financial Management Training Program
Technology Skills
All MS products
Professional Trading Courses (equities, bonds, options, futures, foreign exchange)
Knowledge of various business process and quality improvement methodologies (IBM process tools, lean)
RESUME