Jodi Koo Sabin

Jodi Koo Sabin Email and Phone Number

Technologist At Us Trust, Bank Of America

Jodi Koo Sabin's Contact Details

Jodi Koo Sabin work email

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Jodi Koo Sabin's Current Company Details

Technologist At Us Trust, Bank Of America

Jodi Koo Sabin Work Experience Details

  • Vice President
    Us Trust, Bank Of America Merrill Lynch Private Wealth Management Mar 2013 - Nov 2017
    Greater New York City Area
  • Data Analyst, Database Manager
    Teach For America Oct 2011 - Mar 2013
    Greater New York City Area
    Analyzed and managed SQL Server and Oracle database and data structure related designs and implementations. Major contributions include:SalesForce.com CRM implementation. Migrated historical contacts from various home grown and 3rd party systems to Salesforce.com data structure. Contributer to workflow, data architecture, data analysis, large data loading/extraction strategies, data transformation, reporting, Apex code requirements, designs and reviews.Centralized Identity Consolidation and Management database process redesigns.Database contingency and disaster recovery infrastructure and process reviews and updates.Designed and created a multi-purpose exception recovery playbook. The playbook is used to document, track, rectify, monitor, communicate, then learn and improve processes triggered by a major exception recovery event. The playbook was first put to use in March 2013.
  • Consultant
    Us Trust, Bank Of America Merrill Lynch Private Wealth Management Jan 2011 - Oct 2011
    Greater New York City Area
    Managed financials, application development project planning project management artifacts and reporting. Orchestrated system architecture reviews, enterprise cross system data hand-offs, hand and low level specifications development, risk matrix realization and remediation, and application deployment planning.Major projects include: UTX - A re-development and nationalization of a suite of 30+ applications for the tax department. Common Trust Funds (CTF) Wash Sales - enabling CTF wash sales and reversals functionality for compliance purposes.
  • It Infrastructure Manager
    Crum & Forster Jun 2009 - Jan 2011
    Greater New York City Area
    Manager of servers, storage, backup, and enterprise applications such as email. Brought core IT functions to a newly formed internal IT department to satisfy raised goals in cost saving, technology modernization, and customer satisfaction.Server consolidation and virualization. Virtualized servers using Microsoft Hyper-V to minimize hardware consumption, physical and energy footprint. Resulted in $1.4m in savings in first year alone. Modernization of SAN storage using EMC Celerra NS480 and Hitachi, utilizing FC, iSCSI and CIFS to provide the right cost-performance mix. Reduced storage cost fro $2.55 per GB per month to under 22 cents per GB per month on tier-1 storage and under 9 cents per GB per month on tier-2 storage while raised service level.Consolidated SQL Server farm from 65 servers to 13 servers, reducing hardware and license costs. New farm provided improved performance, availability, and recoverability.Migrated 1200 users from Lotus Notes to Exchange server in six months across 15 offices. Total individual mailbox size was over 4.2TB, consisted of 28 million emails. During the same time, implemented eail and file archiving using Symantec Enterprise Vault. Simplified legal discovery process.
  • Business Analyst Manager
    Innovest Systems, Llc 2008 - Jun 2009
    Greater New York City Area
    Built and managed a team of business analysts. Redefined group responsibilities. Implemented new processes and measures to increase quality of work products. Created an internal knowledge base. Exposed analysts to more technical elements to increase product familiarity and confidence. Encouraged cross-training between teams to raise cohesiveness.Primary team functions include: Worked closely with clients to understand their business needs and matched those needs to existing system features. Translated business requirements to technical specifications. Colaborated with development, QA, and client teams to bring business requirements to fully functional product features.
  • Vice President
    Bank Of America Jul 2007 - Jul 2008
    Greater New York City Area
    Bank of America acquired US Trust from Charles Schwab & Co. Team lead as well as individual contributor to various transition projects.Led inter-company Application Access team – Utilized Juniper IVE, Citrix Metaframe, and direct proxy to deliver business applications to firewall-protected office locations. Evaluated technical requirements and implementation details of production applications. Assessed, decided, and executed the most suitable solution for each application. Managed technical teams from Schwab and BofA. Acted as SME for this infrastructure. Disseminated information, counseled regional support teams, and trained National Helpdesk.Coordinated desktop application packaging effort - Proactively initiated packaging requests, involved development owner and business SMEs, oversaw UAT testing to get UST desktop applications deployed in BofA environment.
  • Vice President
    Us Trust May 2001 - Jul 2007
    Greater New York City Area
    Prepared infrastructure for BofA Acquisition. Separating US Trust domain from Schwab. Ensured interoperability at infrastructure and application levels to ensure resources located in Schwab data centers can be utilized in the UST forest post separation. Network Level Blocking - To protect Schwab assets that are exposed on the network from potential unwanted and unplanned access.Project ImplementationManaged proof of concept, capacity planning, risk analysis, environment build-out, QA, burn-in of environments, and fail-over and disaster recovery plan. Specialized in distributed platforms which include NAS, SAN, TSM, Citrix Metaframe, Autosys, MS SQL Server and Oracle, etc.Data ServicesCreated and supported the Federated Data Storage using MS SQL serversEstablished and maintained a multi-tiered, cross-site SQL Server replication, employing a combination of snap-shot and continuous techniques. Replicated over 1.8 TB of data in three years.
  • Consultant
    Datek Online May 2000 - May 2001
    Greater New York City Area
    Business Systems is an internal service bureau which provides MIS, workflow, and imaging services.Architect for the reporting database infrastructure: data modeling, auditing, and performance tuning. Worked closely with compliance and internal audit on various data issues. Consolidated different business data sources into a central MIS data mart via SQL Server replication and data transformation with a small team.Created various statistical and trending analyses for Business Development for new business.Interrogated trading data and wrote special reports for the Order Room to monitor brokers’ activities, order processing, performance, and cost improvements on trade clearing.Customized, validated, and rectified numerous reports for Compliance, Accounting, Sales, and Marketing departments.
  • Consultant
    Prudential May 1997 - May 2000
    Greater New York City Area
    Team Lead in an intelligent workstation for Customer Care: A vision to provide a multi-layer customer service workflow application that combined IVR, smart customer response scripting, CRM, and a rules engine. Prototyped the framework for all backend data and warehousing facilities. Explored implementing business logic via a rules engine. Led a DBAs to data model the databases. Consolidated data from mainframe and distributed systems for CRM feeds.Managed Enterprise Reporting System for Relations Department and Underwriting. The system collected data from processing sites across the country. Data was transformed and warehoused to publish reports on the intranet.Designed and hands-on implemented a two-tiered reporting framework for two systems which spanned 5 sites with 120 servers.Installed, configured, and supported transaction and scheduled based replications. Designed data models and coded data transformation.
  • Sr. Professional Service Consultant
    Eastman Software 1995 - 1997
    Greater New York City Area
    Sigma Imaging Systems was acquired by Wang Software and subsequently by Eastman Software. Externally responsible for pre-sales engineering and post-sales implementation, technical consulting and training:Provided pre-sales demo and engineering design, initial customer consultation. Led post-sales workflow design, prototyping, and integration efforts. Clients are mainly in financial services and insurance industries.Internally entrusted with technical training:Key courses include OPEN/image Systems Internals, High Volume Scanning, and Optical Character Recognition (OCR) Practical Application Design. Taught course and ran lab sessions.Customized course outlines for external customers and internal technical staff, software engineers, quality assurance testers, and other service consultants.Contributed to the development of training materials such as student handbooks, practice/laboratory exercises, test samples, and course-end exams for a certification program.
  • Sr. Systems Engineer
    Sigma Imaging Systems 1990 - 1995
    Greater New York City Area
    Provided pre-sales and post-sales consulting to U.S. direct customers and third-level support to resellers’ domestic and international customers.Developed and co-authored technical and user guides for a portion of the product suite.Custom configured and fine-tuned production systems.Played a role as on-site technical consultant, trainer, and customer liaison.Consulted on workflow design and system architecture.

Jodi Koo Sabin Education Details

  • Rutgers University
    Ba
  • Rutgers University - Newark
    Master

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