Patrick Geier

Background

About Patrick Geier

Information Technology (IT) professional with proven successes in the financial services industry, including insurance, banking, and brokerage. Experienced in records management and data management. Implemented technology solutions that provided business value, improved efficiency, and reduced risk. Assesses business situations and integrates skills from multiple IT disciplines to create actionable plans, manage initiatives, and design/deliver both strategic and tactical technology solutions that meet business, regulatory, legal, and compliance records and data requirements. Key Differentiators: • In depth understanding of corporate business processes and policy/procedure development with expertise in records and data management • Experienced collaborative liaison between key business stakeholders and IT resources • Effectively managed both internal and external resources to overcomes obstacles and create innovative solutions • Leads assignments in diverse technology spaces, simultaneously Key Achievements: • Implemented, as Service Manager, the Symphony Collaboration platform that is an SAAS-based collaboration/social workspace. Symphony provides the business benefits of allowing users to engage those inside and outside an organization while maintaining security and compliant stance, access to a growing global community of financial service institutions, connections to external content feeds, easy custom application integration, and mobile capabilities. • Established, as manager and lead architect, the records management platform at New York Life. The platform managed almost 2 billion records as the core platform for supporting legal and compliance e-discovery, supervision, hold orders, and defensible deletion. • Established the Corporate Data Warehouse, a shared business data resource and provides the basis for standard reporting and business intelligence analysis