Jorge Valdez Lebreton

Senior Project Manager Securities Funds Services @Citi

Tampa, FL, US

Develop and implement the new acceleration Settlement process T+1 in USA, Canada and Mexico.• Design and manage the project plan with the following categories: Technology requirements (BRD & FRD), Training Program and Capacity analyst, Implementation Process with the incorporation of War room and Hypercare methodology and new Process impacting in T+1.• Create a new team in Kuala Lumpur supporting overnight operation for US Market. Prepare the Training Plan and attestation in new procedures implemented for Pre-Settlement, Settlement, Cash, Sanctions. Also the knowledge for new team in platform: Secore, SFE and SMI.• To lead of Milestones associated with the initiative in Jira, maintaining the updated as well as the progress in the different Sub Tasks in Jira created with each Milestone. Implementing Agile methodology in the status of the Milestone defined.• Manage the BCM created in PTS, executing the interaction with Areas such as: Technology, Product and Operations.• To assist int Client Testing PVT for USA, Canada and Mexico.• Manage daily performance related to the new team in Kuala Lumpur and Pune for securities post-settlement activities of operations processes.• Propose solutions to implement settlement process improvements, client service enhancements, or overall technology enhancements.• Coordinate with internal and external clients to assess service quality and identify areas for improvement.• Appropriately assess risk when business decisions are made, its clients and assets, by driving compliance with applicable laws, rules, and regulations.• Managing and reporting control issues, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Tecnológico de Monterrey

Master Business Administration with Mayor in Strategic Planning

INCAE Business School

Executive Program

Universidad Laica 'Vicente Rocafuerte de Guayaquil

Business Administration