SUMMARY

Program Manager

Financial/Risk, Insurance, Private Client Wealth Management, CRM/Sales Force Automation, Telecom, Healthcare

• Business-facing technology planner, developer and manager known for the ability to implement programs that drive revenues, reduce expenses and improve service. Experienced in business process, human factors and organizational systems, project turn-arounds and ho to get things done with data across a range of enterprise, vendor, and non-profit environments. Over 20 years of planning and delivering successful projects spanning infrastructure upgrades, product implementations and merger to designing/developing and deploying complex, multi million enterprise programs.
• Creative rescue of challenged mission-critical projects succeeding by leveraging corporate resources and culture including a critical risk system which saved a global bank over 250-million Tier-I capital and a call routing system for a global telecom company which reduced connection costs over 5 50-million annually and improved quality.
• Vision to see thru the fog and re direct focus onto the items key to delivering business results. This helped me define and lead development of novel wealth management information system that gre revenues and improved client service.
• Strong communications skills verbal, written and presentation to clearly articulate salient concepts to business stakeholders and technical teams to help keep projects on track despite the inevitable changes that occur.
• Respect for people, including customer sensitivity, usability issues, training, support and culture which are reflected in the applications architecture, user experience, training and my implementation planning.
• Understands systems / data architectures as well as business processes and the impact they have on each other.
• Experience in business operations and financial roles in Financial Services, B-2-B, Customer Service and Not-for-Profit.
• Directed and/or worked effectively with centralized, multi-location and/or cross-cultural international project teams.

Competencies

Professional Experience

BRN Dezign Group, Inc. Sr Business Systems Analyst Projects Consultant

• Strategic IT Solutions Consulting for client engagements in healthcare, financial services, retail and not-for-profit
• Kforce confidential with business/technology strategy and overall planning for IT remediation and testing strategies for ICD-10 program, and designing/implementing end-to-end test platforms.
• Express-Scripts confidential to facilitate merger of parallel Adjudication claims processing systems and supporting Rules stations. Reviewed systems portfolio for ICD-10 readiness and developed remediation and conversion plans. Built HIPAA-compliant end-to-end testing platforms.
• MetLife confidential for the Merger PMO. Utilized a user-centered approach to discover /correct usability flaws enabling employees to return to work and be immediately productive after a very smooth system transition.
• Sr Analyst: Recommended improved Enterprise Infrastructure processes to support Agile for the important Group Administration program and other Business IT developments while adhering to enterprise EAI standards. Environment: IBM Mainframe, COBOL, DB-2, Websphere, WMB, IBM MQ-series, Oracle OIPA Policy Admin
• Robbin Robbin confidential delivered and converted to ne enterprise management systems including CRM, technology, direct marketing and all financial applications. Reorganized B2B operation into standalone business and served as CFO thru the re-organization
• Birkas Rifka Non-profit training and services Upgraded web site to include multi-media features. Integrated web, Donor/CRM system and related processes to support US/Canada fund-raising campaigns.
• Verizon confidential to minimize risk and roll the ne service with extremely lo adverse customer or call center impact.

IDT Telecom Product/Program Manager, Routing Quality Systems

• Responsible for a portfolio of commercially focused call routing programs which optimized 2B of phone calls annually.
• Saved company 5 over 150K/day by successfully completing the critical BI-based STAR best cost routing system and deploying it globally, thus moving away from inefficient manual spreadsheet routing. Creatively revived this stalled implementation by proactively intervening with all technology owners, sponsors, users and operators to attain consensus, establish governance and develop supportable product roadmap.
• Initiated and chaired an ongoing series of lunches to get people together and address key issues
• Helped stakeholders understand and resolve pain points across all affected parts of the organization
• Achieved breakthrough within weeks for an agreed release plan, roadmap and governance.
• Coordinated global implementation with country-by-country roll-out, immediately adding value while minimizing risk and gaining user and stakeholder confidence.
• Awarded US Patent for a telecommunications link quality management system using BI, statistical methods and automated processes to dynamically optimize call routing and remediate failing/underperforming carriers.
• Architected and delivered ne Commercial Pre-paid product and ne SMS revenue streams. Defined existing systems that could be leveraged e.g. BI to manage credit and operational risk, etc. directed Agile development and reporting enhancements to rapidly implement ne product within market window.

Environment: Windows, Linux Server, Delphi, Oracle DB, Brio BI, Ab-Initio, Oracle Financials, TDMS, VOIP, SS-7

Dun Bradstreet Chief Architect, Financial Markets Products

• Principal architect and development director for quality Financial Markets Reference Data Products
• Championed and architected ne Reference Data products specialized data-mart and processes for global financial markets to support Basel / Counter-party Risk and KYC/AML. Directed multi-national development and integration teams to deliver working prototype and beta system which was implemented at 2 prestigious financial services customers.
• Architected/designed D B Information Products Japan's Fulfillment platform to leverage the global product BI-database and addressed special quality features and processes required for the Asian market.
• Developed and promoted processes to integrate company's product data into own CRM and Siebel SFA systems to better target prospects, up-sell and service customers and serve as a success story for Sales.

Environment: Windows, Web, WebSphere, IBM Mainframe, Windows Server, Oracle, DB2, Siebel, Sybase-IQ, ETL

HBZ Systems Information Product Consultant and Project Manager

Designed and implemented custom solutions for a variety of client needs across several business categories

• JPMorgan Chase Global Markets Program Manager for global Risk Process Integration: saved the bank over 250MM in Tier I capital by implementing a tighter VaR specific issuer and counterparty risk compliance program. Analyzed, re-engineered and instrumented a very complex Issuer Risk computation Basel, Internal Model and reporting processes. Worked with CFO's Risk teams, modelers, developers, data suppliers and global operations to deliver timely, reliable processes that assured compliance and withstood regulators' scrutiny.
• Researched, managed, standardized reference data. Cut operational footprint transforming month-long operational cycles to 3-day turnaround while trimming and allowing redeployment 2/3 of staff.
• Chase Institutional Bank NY/UK Project Lead for Key Client Analysis Reporting: Analyzed, modeled and rapidly delivered a key client data-mart, using JAD/RAD techniques, providing consolidated vie across global business lines. Dramatically improved customer service and executive decision making for the bank's 500-1,000 most important customers in the post-merger environment. System migrated to Siebel CRM.
• FinSat s.r.o. Product/System Architect Leader and Operations Start-up Program Director: Planned, designed and directed product development and successful market entry for this European start-up market information and news provider, covering newly emerging financial exchanges and businesses in central Europe. Environment: Windows server, x.25 network, VSAT distribution, Basic, C, reliable broadcast no used by Sirius/XM
• Bronx-Lebanon Hospital Center Project Consultant: Designed integration for Laboratory systems. Worked with image capture vendor to integrate OPD with medical records, billing and EMR, utilizing data-based tools. Designed and deployed prototype neighborhood clinic system including Medicaid pre-authorization and encounter capture. Environment: VAX and Windows, COBOL, Foxpro, Comhill Image, FTP, HL7
• Wheat First Securities Product Architect: Defined ne customer/adviser on-line trading system to provide 24x7-access to accounts, information, reporting and trading. Developed mainframe-anchored 3-tier, delivery approach. Helped re-align organization to support ne product paradigm i.e. 3-tier development, 24x7 support .
• Medical Registry Systems no Impath helped this vendor of Tumor Registry and Reporting systems expand to multi-user/multi-site product offerings and to integrate image capture/retrieval into their products.

Confidential

Quotron Systems no part of Thomson-Reuters Systems Integration Director

Leader of the Systems Integration and Special Products team for customized solutions across

Developed unique low-cost/high-function solutions for key customer and competitive situations

Coordinated proposal development for alternative market information delivery system, competing with Reuters, for European banks and bourses. Integrated functional demo system which was delivered with proposal, using internal resources and vendors in Confidential

Environment: Windows, Unix server, TSS, x.25, VSAT, UDB broadcast w/ TCP-IP back-channel

Confidential

Directed the Emerging and Advanced Technology program to support Private Client wealth management business with ne levels of capability, service and support.

• Established and directed the Office-of-the-Future Laboratory unit to profitably explore emerging technologies, advanced user interfaces, customer targeting information and knowledge delivery techniques
• Innovated, architected, directed and delivered PRISM wealth management platform broker workstation . This transformational system enabled 18,000 Financial Consultants and support staff in 550 domestic offices with ne capabilities to easily access market data, news, research, strategy, product and service applications to better support their clients and manage their wealth.
• Used business modeling, user research and classic industrial engineering techniques to elicit true requirements
• Pioneered advanced user-interface, information management and contextual integration for Wealth Management
• Directed team of up to 40 people, 15-million development and 100-million deployment and life-cycle costs
• Planned and developed 10-year horizon support approaches to minimize operational risks due to technology and business changes which were expected to occur during a 2 year roll-out and the 7-9 year system life
• This system resulted in higher Financial Consultant broker productivity, increased user satisfaction and profoundly reshaped brokerage / wealth management front-office
• Environment: IBM Mainframe, CICS, COBOL, IBM IMS,VSAM, DOS/TopView, MS-Mondrian, SNA LU2/6.2, ADP-Producers, OS/2, NT Server, JYACC menu, Datapoint ARC, Unix server, PC Basic, C, VSAT quotes feed