SUMMARY

• Results - focused technology program and project manager for large infrastructure, technology transition, process improvement, PMO, IT risk and compliance goals.
• Superior communications, ability to negotiate and progress objectives within all levels of management and client organizations.
• International expertise with finance, insurance, technology, consumer goods industries.
• High customer satisfaction. Creative, experience-based solutions balance business needs, timeframes and resources.
• Technology strategies, business cases, feasibility studies, cost/benefit analysis, vendor assessments, negotiation and 3rd party / distributed management.
• Unique skills in project management (guest speaker to PMI+, adjunct professor at NYU); created over 14 PMOs.
• Utilizes full life cycle methods including Agile, waterfall, iterative methods.
• Series 7 trained; Series 6 certified; SEI / CMM, Sarbanes Oxley, risk and regulatory compliance. Managed staff (50+) and financials $MM.

PROFESSIONAL EXPERIENCE

Confidential

Senior IT Project Manager

Responsibilities:

• Managing a time-dependent critical project that had 3 prior attempts over the course of 12 years. Discover functions actively used in a large, old, undocumented system and either rehouse or rebuild them within 9 months. Multiple external project dependencies. Completed scope definition, created independent parallel workstreams and project’s first delivery will be before year-end.
• Delivered the YOUR.YALE.EDU website, a single-source for finance, business operations, administration and HR services to the Yale community sourced from 47 different websites’ content, re-architected into a service oriented structure. See Yale Exceptional Service Award.
• Enterprise-wide project transitions web applications onto standard platforms including international and domestic third-party resources. Progresses politically sensitive issues to consensus and resolution with senior management. Business plans and presentations justify projects and acquire funding with university senior business and IT management committees.
• Led a team through RFP development to vendor selection for enterprise-wide marketing data / messaging solution. Developed highly detailed approach, plan and estimate for a complex implementation addressing multiple critical external dependencies; justifying financials. Several ensuing presentations to senior management.

Confidential

Information Technology Security Project Manager

Responsibilities:

• Revamped IT security program scope and timelines using resource and dependency modeling and guidance to senior stakeholders to set achievable expectations. Program components delivered per plan.
• Restructured projects into realistic, achievable IT security objectives enabling successful and on-time deliveries.
• Led the development and delivery of new information security policies, HIPAA compliance procedures, system security plans & templates as well as a regulatory framework crosswalk for NIST / HIPAA/ COSO / Cobit (SOX) using Agile.
• Led the analysis and selection of a governance and compliance toolset (Archer) and early implementation planning.

Confidential

Global IT Project Manager

Responsibilities:

• Reorganized and clarified a large body of Leaning Management System program requirements into clearly defined and detailed projects, with ownership and funding for execution.
• Communicated daily, one-on-one and in meetings with provosts and senior stakeholders to elicit their needs, align vision and develop achievable solutions; weekly progress presentations and reporting.
• Delivered multiple projects on time and under budget: NYU Global Leadership JAM using social media, ePortfolio research and pilots, Learning Management Systems enhancements.
• Delivered a prototype application to develop the NYU alumni community using social media, vendor services on a new cloud-based Enterprise Service Bus architecture and Agile methodology.

Confidential

Senior Infrastructure Project Manager

Responsibilities:

• Developed a “server migration factory” and managed the migration of North and Latin Americas servers and data into the UK data centers. Delivered the same number of migrations in 2 months compared with prior 2 years.
• Delivered Windows 7 upgrade to 130+ sites in North and Latin Americas. including new hardware, builds and networks.
• Turned-around high visibility, high-urgency international projects successfully including financials with international offshore resources from 4 major vendors.

Confidential

Technology Transformation Advisory Services Manager

Responsibilities:

• Designed Project Management Offices, project management processes and project data repositories at Investment Banks and Insurance Brokerages.
• Planned, managed development and delivery of an enterprise-wide training program in support of new application deployment to 3,000+ users for a major insurance company.

Confidential

Infrastructure Program Manager

Responsibilities:

• Delivered 90%+ on time delivery for North American upgrade and migration of supply chain systems into UK data center, including builds, multiple data migrations and restores with single databases over 22 TB, network analysis, cutover and contingency planning. (IBM, HP, Unix, servers, storage and networks. $4.2MM, 26 staff, 27 individual workstreams).
• Major upgrade to database storage platform: cost/benefit analysis, data analysis for new organization and architecture. Methodology for migrations includes approaches minimizing outage window to a few hours for main supply chain (SAP) application data.
• Financial management / audit recovered $.25MM in vendor over-charges.

Confidential

Director General Ledger Systems

Responsibilities:

• Resolved general ledger issues and Sarbanes Oxley, Basel and internal audit regulatory requirements backlog and priorities through working sessions with business stakeholders.
• Delivered quarterly releases with extra functional scope on time and in budget using a team of on- and off-shore resources. Improved overall business customer satisfaction and credibility with IT.
• Conducted analysis and managed modifications to stream-line and reduce batch processing window.

Confidential

IT Risk Manager

• Reduced to negligible audit findings for Sarbanes-Oxley, internal and external audit for Identity and Access Management, Change Management and Release Management, Vendor Management by performing technology risk assessments of all key systems and managing remediations.
• Managed identity and access management projects to restrict privileged access rights, implemented processes for emergency access, bi-annual access certifications. Led application owner data classifications, vendor certifications.
• Created an IT Risk & Compliance Training and Mentoring Program delivered to the entire IT staff; adopted by other business units.

Confidential

IT Relationship Manager to Senior Product Management

Responsibilities:

• Delivered critical time-to-market projects including Chase Free Checking, Consistent Account Posting, resulting in $MM revenues.

Confidential

Program Manager

Responsibilities:

• JPMorgan Chase / Treasury Services: Program Manager for Software Engineering CMM to Level-2. Developed, implemented processes, including deployment logistics and training program for 1400 employees.
• Aetna: Advisor to SEPG Manager to achieve CMM Level-3. Designed /delivered metrics program strategy and implementation plans.
• Image Publishing: Produced business plans and processes to launch and operate a Professional Services Division.

Confidential

Director / Solutions Architect

Responsibilities:

• Turned around a major at-risk project with Bank of  confidential. Conducted business and technical requirements and analysis, client negotiation and management of a major initiative to deliver a retail e-banking and e-trading prototype. Resulted in recovery of $2.3MM in revenues.
• Conducted a deep-dive analysis on a $10MM investment for a UK-based wholesale financial trade processing vendor platform. Presentation to senior management resulted in a strong negotiation position and reset financial and schedule expectations.
• Managed 45 internationally distributed professionals and subcontractors for e-commerce and web portal solutions for multiple client projects.

Confidential

Director Practice

Responsibilities:

• Delivered multiple client projects for year-2000 remediations using distributed internal and vendor staff.
• Developed company standard practice engagement procedures, project management standards, designed and delivered staff training programs resulting in consistent service delivery and leveragable information assets.
• Company successfully sold to EMC within 2 years.

Confidential

Vice President Software Engineering

Responsibilities:

• Thought leadership for development and deployment of firm-wide Project Management Office strategy.
• Delivered project management training and implementation assistance to multiple business units.
• Managed SEI / CMM certified Software Engineering Assessments for Capital Markets systems and remediations to achieve Level 2.

Confidential

Assistant Vice President, Technical Strategy

Responsibilities:

• Instituted project management and software development productivity technologies across multiple American Express enterprises.
• Negotiated enterprise-wide vendor contracts for Shearson and American Express.
• Industry/public and internal speaking engagements, publications and support to other Amex businesses.

Confidential

Director, Systems Integration

Responsibilities:

• Managed staff of 52 in support of HR and scheduling systems for over 40,000 employees across multiple platforms.
• Improved quality in customer service and reduced backlog. Instituted Project Management and CASE technology.

Confidential

Project Manager

Responsibilities:

• Business application analysis and designs for trading front-office, trader decision support systems, trade processing and accounting systems to run out of New York, London and Tokyo.