Gary Parks
- Role
- Wealth Management & Business Transformation Consultant - Asset Servicing Corporate Actions Tax at Broadridge
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Gary Parks
I help businesses connect data, technology, and operations to deliver practical solutions…
Experience
Wealth Management & Business Transformation Consultant - Asset Servicing Corporate Actions Tax
Jul 2018 — Present
Lead a team to reengineer Corporate Actions and Asset Servicing operational processes, initiating comprehensive assessments of current state vs target state operating model. This was pivotal in implementing agile methodologies and formulating a multi-year roadmap, which facilitated strategic advancements and improvements in efficiency, productivity, and digital transformation. Spearheaded the data integration and migration strategies, achieving seamless, real-time integration across varied platforms and enhancing organizational efficacy. Additionally, the establishment of robust reporting frameworks and the conceptual development of user-centric portals significantly empowered advisors and streamlined crucial business functions. Directed comprehensive assessments of UBS\'s existing processes and led the creation of a multi-year roadmap, deploying agile methodologies to drive strategic product enhancements and shape the target state operating model. Piloted data integration across diverse platforms and spearheaded data migration strategies, achieving seamless real-time integration and a 98% match rate in automated daily reconciliations. Conceptualized and developed user-centric portals and robust reporting frameworks, providing seamless access to crucial data and yielding actionable insights, aligning with program objectives and industry standards. Collaborated with the customer to align testing strategy with product features and business processes, overseeing all phases including unit, integration, end-to-end, acceptance, and performance testing. This approach ensured the delivery of a high-quality, reliable solution, mitigated risks, and enhanced user experience, culminating in improved client satisfaction, fewer defects, greater cost efficiency, and accelerated time-to-market.
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