JIM COALWELL

INDEPENDENT CONSULTANT (1099)

​JIM COALWELL, LLC ▪ NEW YORK, NY

Assigned to Deutsch Bank to provide sales and technical support for clients and prospects, including Fontis International (an Iron Mountain Company) and JP Reis.

November 2005 - July 2014

SVP, ASSOCIATE DIRECTOR
MACQUARIE GROUP ▪ NEW YORK, NY AND SYDNEY, NSW AUSTRALIA

Macquarie Group Limited an Australian multinational independent investment bank and financial services company. Headquartered and listed in Australia (ASX: MQG), Macquarie employs more than 14,000 staff in 25 countries, is the world's largest infrastructure asset manager and Australia's top ranked mergers and acquisitions adviser, with more than A$495 billion in assets under management.The company's operating groups include Macquarie Asset Management and Macquarie Capital.

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New York, NY (02/2007 – 02/2010)

Product Manager, Records and Information Governance

Acted on behalf of institutional, corporate, and retail clients, in various positions. Established contacts with industry leaders and partners to understand and benchmark how other organizations had approached similar challenges. Advised Governing Body on priorities and strategies. Engaged with clients to understand requirements and develop solutions. Managed 10 staff members that delivered GRC services to the IT Infrastructure team.

• Served as the primary SME and key coordinator for an emerging Records and Information Governance program. Collaboratively developed and executed a roadmap working with Group Legal, IT, and Regulatory Compliance.

• Implemented Fontis International (ORM/LDS now called Iron Mountain PCS) products to develop a Global Records Retention Schedule (RRS), which included regulatory and jurisdictional specific requirements. Played a key role in introducing the Retention Schedule.

• Collaboratively developed a comprehensive set of Business Requirements for Records Management, Litigation Readiness & Response (including Legal Preservation).

• Implemented Nuix4 and the Nuix Collection Suite to support Legal and Regulatory requirements, resulting in approximately $2M savings in Year 1 of likely spend with an external provider.

• Collected ESI for approximately 20 matters that ranging from 1 custodian to 15 custodians.

Sydney, Australia (02/2007 – 02/2010)

Service Delivery and Aligned Risk Manager

Worked with Application owners to develop a testing regime that would lead to meeting risk reporting obligations.

• Worked with E&Y to develop the Archer GRC platform, which was deployed globally to all IT Infrastructure teams.

• Developed a comprehensive Roles & Responsibilities document that served as a basis to align client expectations with service capability

• Designed a set of dashboard status reports that were reviewed monthly with the Sr. Leadership team for FICC and IT.These reports captured both objective and user sentiment measurements.

• Developed an enhanced Change Management process (based on ITIL) tailored to the unique needs of the business.

New York, NY (11/2005 – 02/2007)

Service Delivery Manager (North America)

Managed the regional Service Desk and Data Centers, including managing the space usage plan and safeguarding critical data tapes. Executed audit functions, including coordination of local audit and eDiscovery response.

• Introduced multiple new technologies, including RequestCenter (Cisco) and Iron Mountain Electronic Vaulting (remote backup). These initiatives resulted in significant reductions in operational risk and cost while also increasing customer stratification.

• Initiated a redesign of the global Starter/Transfer/Leaver (STL) process working cooperatively with Human Resources, IT, and the Business.

• Championed and delivered on the Global Service Delivery initiatives within the region, based on ITIL v2 and focused on improvements in Incident, Problem, Change, Asset, Security Management, IT Business Continuity (BCP) and Disaster Recovery (DR).

December 1998 - November 2005

SERVICE DELIVERY EXECUTIVE
AMERICAN INTERNATIONAL GROUP ▪ LIVINGSTON, NJ

AIG is an American multinational finance and insurance corporation with operations in more than 80 countries and jurisdictions. As of December 31, 2016, AIG companies employed 56,400 people. The company operates through three core businesses: General Insurance, Life & Retirement, and a standalone technology-enabled subsidiary.

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​Worked proactively to ensure that risks to the operating environment were identified and corrected before they affected the client.

• Reduced the internal support expense by nearly 40%,

• Reduced the occurrence of major incidents by 78% based on year over year averages.

• Acted as a liaison between multiple very complex external customers and AIGT, coordinating projects, problem resolutions, presales / post-sales support, vendor management, and all aspects of a robust, interactive, client relationship.