Preeti Molasi-Gargatti

• Build a successful partnership with external vendors for solution implementation including stakeholder management.
• Project plan, delivery and rollout.

• Defined the vision, strategy and a 3-year roadmap with various stakeholders, including management, proposed & aligned timeline and budget based on sales goals.
• Provided day-to-day support through a network of 10 regional sales champions.

Client Health Analysis - 2020/21

• Project Coordination across Vontobel divisions to build a data lake of sales and marketing touchpoints.
• Build an MVP on client health assessment.

• Defined the yearly roadmap with senior management
• Implemented using Scrum-based Agile concepts.
• Development framework & Trained project managers.
• Led team of 2 persons and 5 externals

Target Operating Model Asset Management Platform – 2018 / 2019

• Overall lead to define the target operating model of the investment platform together with the COO
• Current state documentation and gap analysis.
• Conducted Stakeholder interviews & defined future capability model
• Prepare RfP’s , conduct vendor solution presentation, assessment and finalizing.

Cost cutting initiative – integration of systems - 2016

• Consolidation of portfolio management systems
• Outsourced non-critical business processes.

Expansion projects - Diverse Trading related– 2013 to 2017

• Established a prime brokerage for derivate trading, OTC brokers for Total Return Swaps.
• Led the integration of Bloomberg EMSX and TSOX platforms .

• Business requirement analysis and solution proposal to KPMG for validation and confirmation
• MVP implementation of the solution across all the asset classes in Bloomberg
• Coordination of the implementation across all the Bloomberg development teams.
• Supporting KPMG and Bloomberg in getting the approval from ESTV (Swiss Tax Authorities) to sell the solution to financial institutions.

Business Process Optimization

• Used Lean Six Sigma concepts to improve fund and client report production process.
• Improved production from 10 to 3 business days and reduced client complaints about data quality.

Special Task Force - Risk Exposure 2008 Crisis

• Led the task force to measure counter-party risk exposure during the crisis of 2008 and report to the regional chief risk managers for their reporting to the local authorities and large institutional clients.

• Defned and implemented yearly roadmap for the investment platform
• Undertook new feature integration and rollout

• Lead the project with a team of 3 external developers to implement a large scale reconciliation system for the custody business
• Implemented exchange traded derivatives into the portfolio management system
• Provided day to day operational support to internal clients

• Developed end to end solutions for finance, and retail industry
• Managed a team of 5 developers