Samant Bali

A Marquis Whos’ Who Management & Information Technology Executive holding Kellogg M.B.A, Six-Sigma Green Belt with extensive experience in software development, quality assurance management, education & tax preparation/accounting management. Experience in state-of-the-art software development life-cycle methodologies - DMAIC (Six-Sigma), pseudo-Agile and Waterfall. Industries specialized in: banking, insurance, capital markets accounting and brokerage.

Confluence Consulting International, LLC. – NJ: President, CEO & COO January 2018 – Present

• The Confluence International Foundation (TCIF)
  • TCIF is being built to deal with global homelessness, hunger, poverty, disease, crime and adverse global climate change.
  •  So far TCIF has:
    •  Serve 60 cups of coffee and tea to the homeless and poor in Pittsburgh, PA
    • Tackle homelessness by assisting it's victims to:

• provide them food, shelter and transportation
• give guidance for clients to establish bank accounts
• provide Medicare/Medicaid Insurance procedural assistance
• fight Hate Crime through the TCIF’s Black Lives Matter Program

CCI Financial Services

• Intuit: Train in Small Business, Rental, Book-keeping and Partnership related Tax and Accounting Management
• H&R Block: Responsible for individual tax preparation and small business/retirement services as well as marketing to potential B2B/B2C customers for Western Pennsylvania
• CCI Operations Management
  • Create several power-point presentations such as “Response to Government of India request to deliver COVID-19 related solutions” and “US response to Ukraine for establishing related COVID-19 mitigation and Eco-friendly processes” to express the firm’s education and consulting capabilities.Slides included Mission, Vision and Values Statements, Short Term and Long term operational/human resources’ Strategies, Goals, revenue projections, firm’s accomplishments and so on.
• CCI Program Management
  • IBM Mainframe and Cloud based services are being assessed to develop Analytics/Intelligence procedures & methods for BASEL IV risk profiles: liquidity, technology and counterparty, market and operations :- risk mitigation scenarios.
  • Manage New York City Housing Authority (NYCHA) proposal submission for development of a Residential Real Estate IT-Sitewide-Bidding-and Remediation-System. Responsibilities were to prepare proposal document that included organizational strategy/approach, project costing and estimates, identifying gaps in the current-future state scenarios and project management methodology
  • Propose US/India and US/Ukraine DHHS/WHO/CDC Public-Private Partnerships to cleanse the 3 countries related to COVID-19; floated the proposals to hospitals and venture capital firms in US and India
  • Manage design of Coursera/LearnQuest Information Technology Consulting course-ware that caters primarily to B2B, B2C segments in the U.S and overseas; responsibilities include Technical Delivery/Management; Project Management, Resource Planning & Recruiting: create courseware modules; manage voiceover delivery & delivery of quizzes/class-exercises; direct hiring and course-content review of junior managers/analysts. Module content includes:
  • Manage RFP activities for CCI’s state-of-the-art technology product called Macroeconomic Indicators Securities Research and Analytics (MISRA-FINREG (BASEL IV-Cybersecurity)), details with financial governance, risk & regulatory management aspects in the financial services industry.
• Wealth Planner April 2015 – March 2017

Health Benefits Analyst at GoHealth selling Medicare-Advantage, Medicare Supplements and Part D Medicare

Insurance

Associate at National Agents Alliance selling retail Term Life, IULs, Whole Life and Annuity products.

Education, Certifications & Publications

Ohio Wesleyan University, Delaware, OH. B.A Computer Science & Mathematics; Phi Beta Kappa 1988.

Professional Certifications/Licenses: Microsoft Certified Solutions Developer (expired); Six-Sigma Green-Belt; Life, Health, & Accident Insurance.

Author: “An Insiders Guide to I.T in Financial Services Industry”:: published by Amazon Kindle

 “Data Processing with Azure”:: published by Coursera/Learnquest