Robert Traina Email & Phone Number | • Strategic leader in Technology with deep Wealth Management, Private Banking and Asset Management industry experience • Trusted partner, passionate in solving for IT needs, challenging the status quo and driving solutions • Demonstrated track record of delivery as a senior IT Program Manager and Project Manager • Well versed in the complete software development life cycle (SDLC), Agile methodologies and as well as application management best practices • Exceptional communication skills, including oral, written and interpersonal • Technology background with an MBA and a keen understanding of Banking and Financial Services Extensive IT program and project management experience encompassing: • Leading the US Data Team of 30+ resources for Wealth Management, with a mission to reduce change costs by using strategic infrastructure to process data. In addition, responsible for reducing reporting / analytic costs by stronger automation and streamlining front-ends • Implementation and migration to various Portfolio Management (PMS) and Order Management (OMS) platforms including Linedata Longview, Charles River, Advent Moxy, PM1, Blackrock Aladdin • Selection and implementation of vendor and in-house built Execution Management Systems (EMS) • Trading platform feasibility studies including Portware, FlexTrade, Fidessa, RealTick, Trading Screen and Bloomberg • Data Warehousing modeling, building and maintenance • Accounting platform migrations including Sungard Gplus • Anti-Money Laundering (AML) systems implementation of FIS Prime • Client Statements redesign • Lending system enhancements • Collateral monitoring system (CMS) enhancements • Selection and implementation of Wealth Advisor platforms • Digital and UX design initiatives Business Management experience: • Program budgeting, expense tracking and reporting • Resource planning, team building and hiring • Business Process Review (BPR) sessions • Vendor management • Contract negotiations

Robert Traina

• Strategic leader in Technology with deep Wealth Management, Private Banking and Asset Management i...
New York, New York, United States

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Robert Traina’s Email robert.traina@citigroup.com

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Robert Traina’s Location New York, New York, United States

Robert Traina’s Current Industry Citi

Robert Traina’s Prior Industry Deutsche Bank | Dws

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Work Experience

Citi

Enterprise Data Management - Senior Vice President

2022-09-01 00:00:00 - Present

Deutsche Bank

US WM Data Strategy and Analytics Team Lead

2017-01-01 00:00:00 - 2022-09-01 00:00:00

Dws

Senior Program Manager, Vice President

2013-01-01 00:00:00 - 2016-12-01 00:00:00

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FAQ About Robert Traina

Robert Traina is located at
New York, New York, United States

Robert Traina is a • Strategic leader in Technology with deep Wealth Management, Private Banking and Asset Management industry experience • Trusted partner, passionate in solving for IT needs, challenging the status quo and driving solutions • Demonstrated track record of delivery as a senior IT Program Manager and Project Manager • Well versed in the complete software development life cycle (SDLC), Agile methodologies and as well as application management best practices • Exceptional communication skills, including oral, written and interpersonal • Technology background with an MBA and a keen understanding of Banking and Financial Services Extensive IT program and project management experience encompassing: • Leading the US Data Team of 30+ resources for Wealth Management, with a mission to reduce change costs by using strategic infrastructure to process data. In addition, responsible for reducing reporting / analytic costs by stronger automation and streamlining front-ends • Implementation and migration to various Portfolio Management (PMS) and Order Management (OMS) platforms including Linedata Longview, Charles River, Advent Moxy, PM1, Blackrock Aladdin • Selection and implementation of vendor and in-house built Execution Management Systems (EMS) • Trading platform feasibility studies including Portware, FlexTrade, Fidessa, RealTick, Trading Screen and Bloomberg • Data Warehousing modeling, building and maintenance • Accounting platform migrations including Sungard Gplus • Anti-Money Laundering (AML) systems implementation of FIS Prime • Client Statements redesign • Lending system enhancements • Collateral monitoring system (CMS) enhancements • Selection and implementation of Wealth Advisor platforms • Digital and UX design initiatives Business Management experience: • Program budgeting, expense tracking and reporting • Resource planning, team building and hiring • Business Process Review (BPR) sessions • Vendor management • Contract negotiations