Merrill Lynch

2004-2008

Vice President

• • Functional role: Client Relationship Manager and Project Manager for document migration.  

  • Managed team of developers for data mapping and content migration from an existing repository (DocuShare) to a new repository (Documentum).  Oversaw delivery of in-house customizations needed to meet end-user (trading team) requirements.

Product Manager

• • End-to-end oversight of document management system (Livelink, with in-house customizations) which serviced 10,000 users.

  • Managed a team of cross-organizational staff, including developers and support personnel.

LMA Business Solutions
(L. Martin Associates, Inc.)

1997-2002

President/Owner

• • Founded a small boutique consulting firm, catering to technology departments of Wall Street banks and brokerage houses, and software startups. 

  • Hired, trained, and placed consultants in roles of technical writing, document management, and administrative assistants.

  • For most clients, I was hired as the Project and People Manager along with a team of my consultants.  Managed the team, provided oversight, and assisted in delivery.

  • Clients included Fortune 500 companies and small businesses, in the market sectors of finance, data management, data security, communications and more.

    • Financial industry clients included Merrill Lynch, Bankers Trust, Chase Manhattan Bank, and Nomura Securities.

    • Software startup clients included RiskAnalytics, Financial Information Systems (FIS), Transindigo, Level 8 Systems, Magna Software, Dynamo Development, Legiance Group, and CertCo.