Case Studies and Engagements

Fixed Income Broker Dealer Acquisition Integration

Client Focus - Tier One Investment Bank

Surpassing timeline expectations, led a comprehensive technology integration and testing initiative for the acquisition of a fixed income broker dealer.  Partnered with management to define strategy, design a governance framework, and ensure key stakeholder engagement.  Developed a high-level test plan to validate all systems and procedures, and ensured sufficient testing resources allocation for established timelines.  Established a standardized approach to optimize workflow for test cases, test execution and end-to-end documentation.  

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