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Philip Meeks

309 78th Street

Brooklyn, NY 11001

Philip@gmail.com

718-909-9876

Summary

I’m a decisive, action-oriented and result focused professional with over 24 years in information technology.  I have an excellent mix of experience in brokerage/financial, trading and insurance.  Work history shows years of experience at development, business planning and management.  I have a track record of driving projects through to completion.

I have successfully managed development teams both on and off-shore to increased sales, automate manual processes and increase efficiencies.  I am use to working in complex, high-energy environments with multiple, ongoing, large-scale projects.  With my detailed knowledge of SDLC an excellent interpersonal and communication skills, I have a history of building loyal, hardworking teams and building strong relationships with all levels and areas of the company where I work.

EDUCATION:

University of Iowa, Iowa City, Iowa - B.S. Computer Science (1986)

Roland-Story High School, Story City, Iowa

Licenses

FINRA Series 7 / FINRA Series 63

PMP Certificate Expected (March 2012)

Experience

BondDesk Group LLC, New York, NY                                                         8/10-8/11

Director / Relationship Manager (Account Manager)

I managed the relationship of fixed income broker dealers on the BondDesk platform.  Responsible to drive revenue, provide support, work through contracts and finding new sales opportunities. 

Primary Responsibilities include: 

• Provide trading, demos and project support and delivering solutions to our clients
• Identified and followed through on sales opportunities with our clients.
• Got to know each client and have an in-depth knowledge of their business
• Track the relationship through detailed statistics and reporting.

Citigroup Corporate Investment Bank, New York, NY                                7/06-8/10

Manager/VP – Global Fixed Income Retail Trading and Sales     

I managed the retail fixed income technology development and support.  I started in 2006 with a staff of 20+ with 3 project leaders. Through optimization and efficiencies we reduced that staff to around 15 people.  Staff was located in North America, South America (4) and Asia (6).   Job included development and support for 8 applications delivering entire functionality to fixed income trading, back-office and sales.

Primary Responsibilities included: 

·         Systems range from the branch facing applications such as web applications for selling fixed income products (CitiMarkets, Bonds Direct) to the booking systems, to the systems that traders use to manage inventory, pricing and risk.

·         Developed the new generation FA system “CitiMarkets” that allowed FAs to see the entire bond market, market depth and execution into those markets.  This was one of the first fixed income market aggregators on the street.

·         Successfully implemented off-shore development teams that reduced cost, increased time to market, but continued to deliver quality products and results.

·         Strategic planning in partnership with the retail trading and sales business

·         Budgeting, planning and analysis for all initiatives and projects from inception to completion

·         Worked directly with the traders, operations, compliance to deliver systems and system changes to improve their business

·         Planning the technology road map to support the strategic business objectives

·         Used Agile and Waterfall methodologies where and when appropriate.

Morgan Stanley, New York, NY                                                                                 7/98-07/06

Manager/VP - Retail Fixed Income Systems and Sales

I had responsible for the Fixed Income development and support.  Support the Fixed Income Trading System, REPO, Clearing Systems and interface heavily with client/branches.  The system is designed to manage inventory, book customer trades, and produce yield/interest information to the back office.  The system’s main users are traders, operations and branch offices.  I managed a staff of 15 people.

Primary Responsibilities included: 

·         Designed and managed the branch, trading systems and back office systems for the retail fixed income areas.  This included web client facing systems, inventory and execution systems, bond calculator, proposal systems, REPO systems and others.

·         As senior member of team developed and deployed the first web applications for Morgan Stanley in the late 1990’s called ClientServ.

·         MS IDEAS (full Fixed Income feature site-shows offerings and traders’ advice)

·         Fixed Income Public Site (Provides information)

·         Developed and supported the largest corporate site (MS IDEAS) for Fixed Income Division.

·         Provide solutions to problems and requests involving trading, clearing and regulatory items by working closely with Operations and the trading floor.  Worked on Regulatory reporting:  RTTM/TRACE/GSCC Reporting. 

·         Develop and deploy new types of securities:  Derivatives Products.

·         Continue to improve the system by performing more automation for the trading desk.  This was done by figuring more ways to automate the calculations of interest and yields.

·         Strategically worked on time management and cost estimates for upper management by estimating, projecting and presenting project plans to management.  Resolved problems with resources and provide clarity to complicated projects.

ASCAP, New York, NY                                                                                  5/97-7/98

Position: Senior Programmer Analyst/ Lead Analyst

·         Worked with Sybase, MS-SQL, Micro Focus COBOL and other tools to develop Internet and internal applications.

·         World Information Database Project – Wrote and supported Stored Procedures, Triggers and other database support for WID project.  Wrote the EDI programs to handle incoming data files and sending back confirmations. 

·         Common Works Registration – Process that allows publishers to register their songs through EDI and the Internet. 

Johnson-Higgins/Kirke-Van Orsdale, West Des Moines, Iowa                   5/96-5/97 Position: Programmer Analyst

·         Worked with Forte, Sybase, FoxPro to support the group variable life and variable annuity business.  Main work was done using Sybase on Sun Solaris.

American Life and Casualty, Des Moines, Iowa                                           1988-1996

Position: Project Leader

·         Primary responsible was for writing the Life and Annuity proposals software.

·         Developed HR system, military systems and various others.  Programming was done using CA-Realia COBOL, Norcom ScreenIO, C++, BASIC, COBOL-II and EasyTrieve in an OS/MVS environment. 

IMT Insurance, Des Moines, Iowa                                                               1987-1988

Position: Programmer Analyst

·         Wrote and maintained insurance agency software.  Programming was done using CA-Realia COBOL and Norcom ScreenIO.

System Support, Des Moines, Iowa                                                               1986-1987

Position: Programmer

·         Wrote and maintained transportation software on PDP-11’s, VAX and UNIX environments.  Programming was done using DIBOL.

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