Patricia E Beard 220 Grantwood Drive a- Holly Springs, North Carolina 27540

' 919-303-1789 603-305-1374

pb10ef9da@westpost.net
Award winning performer
PROJECT MANAGEMENT / NEEDS ASSESSMENT / ACCOUNT RELATIONS
Process Analysis & Design u Product Development and Improvement u Relationship
Management u Proposal Development u Customer Support u Risk Control u Change Con
trol Management u QA Coordination uDocumentation u Resource Allocation u Budgeti
ng u Forecasting u Negotiations u Recruiting uTraining u Global Sales

* DYNAMIC, RESULTS-DRIVEN TEAM LEADER EXPANDING REVENUES, INCREASING FUNCTIONALI

TY AND EFFICIENCY, AND REDUCING COSTS FOR CLIENTS IN THE FINANCIAL INDUSTRY
* EXPERIENCE WITH CONSULTATIVE SALES AND MANAGEMENT OF THE SOFTWARE DEVELOPMENT
LIFE CYCLE
* EXCELLED AS A KEY PLAYER IN DEVELOPMENT OF THE PROFESSIONAL SERVICES GROUP.
* AWARDED FOR OUTSTANDING PERFORMANCE AND CONTRIBUTIONS TO MULTIMILLION-DOLLAR R
EVENUE GROWTH
* A FLEXIBLE PERFORMER FOCUSED ON HIGH QUALITY PRODUCT OUTPUT; A TEAM PLAYER AND
AUTONOMOUS PRODUCER.
HIGH AWARDS: SUNGARD BROKERAGE SYSTEM / PHASE3 EMPLOYEE OF THE QUARTER DECEMBE
R 1997 ` MEMBER OF TEAM OF THE QUARTER a" CMMI (SOFTWARE ENGINEERING MODEL)
CERTIFICATION 2005

CAREER TRACK
PRINCIPAL SOFTWARE ENGINEER/DEVELOPER: FIDELITY BROKERAGE TECHNOLOGY 2006-2010
FIDELITY INVESTMENTS Merrimack, New Hampshire
Individual Contributor Raleigh, North Carolina
Project Management and Business Analysis across many areas of the Brokerage Wor
ld, specializing in final settlement of trades and project to eliminate physical
securities. Regulatory control of short selling and margin issues. Ad hoc r
eports were developed on the fly. Regulatory systems for requirements from agen
cies, such as: The Securities and Exchange Commission (SEC) and Multi-currency a
nd International processing. .
SENIOR MANAGEMENT: Product Integration / Development 1991 - 2006
SUNGARD SECURITIES PROCESSING Burlington, Massachusetts
Senior Management Positions
Drive business development for a leading provider of real-time, web-enabled cle
arance and settlement, accounting and operations workflow solutions for broker/d
ealers and banks. Deliver expertise in needs analysis, requirements gathering, s
olutions development and documentation. Lead teams in software design, testing,
implementation and support. Develop budgets and reports. Hire and train business
analysts and programmer analysts. Facilitate development of new business applic
ations. Orchestrate complex, multifaceted projects to unfailingly meet client ex
pectations, budgets and business-critical timelines.
* Director, Professional Services, assisted the creation and managed major broke
rage accounts generating annual revenues by 300%. Provided securities solutions
that cut transaction costs, reduce risk and confer competitive advantage. Work
ed onsite in London to establish international market systems for a leading brok
erage clearance firm.
* Vice President, Client Services, led an initiative to reduce defects and decre
ase problem response time by 50%.
* Member of the Senior Task Force to earn the companyas certification for the Ca
pability Maturity Model Integration (CMMI) standard. Awarded the Team of the Qu
arter Award in September 2005.
Continued
Patricia E Beard Page 2
* Senior Development Manager, worked onsite, in San Francisco, Seattle, Minneapo
lis, Delaware, New York, Charlotte and Richmond for major banks and broker deale
rs, to provide planning of new solutions to their brokerage platform.

* Received the SunGard Golden Exterminator Award for closing the most client iss
ues within a three month period.

SR. PROGRAMMER ANALYST PUTNAM INVESTMENTS Braintree, Massachusetts

PROGRAMMER ANALYST THE NEW ENGLAND Quincy, Massachusetts
TRUST OFFICER BANK OF NEW ENGLAND Boston, Mas
sachusetts
TRUST OFFICER STATE STREET BANK AND TRUST COMP
ANY Quincy, Massachusetts

* Experienced in all aspects of the Personal Trust back office processing, which
included: cash processing, income collection, corporate actions, trade processi
ng (receivables and deliverables),, pricing, statements, Probate legal accountin
gs and performance measurement reporting.
* Managed the development of processes that converted Brokerage to a paperless p
rocess.
* Managed the Statement Processing group, which included pricing, quarterly tran
sactional statements, Probate accountings for Trusts and Estates, and Performanc
e Measurement statements.
* Managed the development of 1099 tax accounting process for a major banking Tru
st System
* Managed the Fiduciary Accounting and Custody Teams, which serviced Law Firms a
nd small banks with their Trust needs.

SOFTWARE PROFICIENCIES
COBOL, SCOBOL, TACL, PATHWAY, SQL, IBM JCL, IBM MVS,
SQLCI, TCP/IP, MQ, Microsoft Office Products

REFERENCES AND FURTHER DATA PROVIDED UPON

ESTABLISHMENT OF MUTUAL INTEREST