SUMMARY:

• Professional with Integrated Business, IT, and Information Management Experience, incl. Big 5 Consulting, covering Evolving End - to-End Planning thru Execution of Technology and Operations Strategies, Processes, Systems, and Architectures. Effective Skills covering Program/Project/Portfolio Management, Strategic/Tactical Solution
• Delivery, Process Design/Enhancement, Front/Middle/Back Office Improvements, Sourcing/Procurement, Budget/Financial Mgmt, Governance/Compliance, and Pre/Post Sales Support. Focusing on Business/Operations Support Systems (BSS/OSS), Functional/Technical/Dataset Specifications, Service/Product Offers, and Metrics. Proven
• Hands-On (Roll Up Sleeves) ability to address Global/Regional/Local Challenges, interact with Diverse Internal/External Stakeholders, drive Best Practices, resolve Issues/Risks, and optimize Resources. Adding Competitive Value by leveraging Experience with Start-Ups to Fortune 500 Providers and Consumers of Services, Applications, Content & Infrastructure.

TECHNICAL SKILLS:

KEY CROSS FUNCTIONAL SKILLS: Business & Technology Alignment via Transparent Consensus Building, IT Service Management (ITSM), ITIL Change/Release/ Incident/Problem Mgmt, RFx (I/P/Q) Preparation & Responses, Roadmaps, Due Diligence Auditing/Vetting, and Metrics Analysis Transformation, Optimization & Automation Solutions covering Business/Operations/Technology, incl. Continuous Process/Value Stream Improvement, Requirements Reconciliation, SWOT, Financial Analysis, and Transaction Efficiencies Program & Project Management of Complex/Dynamic Phases, Secure Architectures, RAID, Budget Tracking, and Guardrails Technology/Data/Operations Deliverables (multi-tier, digital, APIs, real time, interactive, online, batch) within Financial, IT, E-Commerce, Telecom and Cable/Media sectors Systems Life Cycle from Planning, Design, Development, Testing to Integration, Implementation, Maintenance thru Retirement SW/HW & Network Sourcing, incl. Contract Negotiation, Outsourcing, Licensing, Professional Services, and Governance Relationship Management among Partners, Vendors, Alliances, Resellers, Clients, End Users, and Matrix Lines of Business Team Resources Management, incl. Supervising, Mentoring, Knowledge Transfer, Recruiting, and Camaraderie Business Development, covering Account Management, Sales & Marketing Support, and Product Management Effective Verbal/Written Communication & Executive Presentations using MS Office, MS Project, Visio, and SharePoint Extensive International Work in the Americas, Europe and Middle East, incl. Spain, Mexico, Netherlands, Germany, Venezuela, Guatemala, Brazil, and Saudi Arabia Foreign Languages (Spanish Complete Fluency; Portuguese & German Limited Fluency)

PROFESSIONAL EXPERIENCE:

Confidential

Securities Transactions Processing (STP) - Solution Delivery Management

Responsibilities:

• Conduct Program/Project Mgmt within Large Scale Wealth Mgmt initiative with Global Financial Services Client/Partner;
• Assess Planned/Adhoc Changes in Conversion Scope of Work across Trading & Settlements Processes, and Platform Technologies;
• Track and Facilitate Requirements, Development, and Testing Progress for Waterfall/Agile and Mainframe/AWS deliverables;
• Analyze and Mitigate Risks/Actions/Issues & Defects (RAID), incl. Severity, Priority, Dependencies and Resolutions;
• Coordinate Production Readiness and Integration verifications of Front/Back Office Applications and Operations Support;
• Leverage JIRA, Smartsheets, Sharepoint, Metis and Confluence to achieve Product/Functional/Technical Milestones.

Confidential

Vice President - Commercial Cards (CC) Integration

Responsibilities:

• Conducted Bi-Lingual Program/Project Management of Enhanced Card System (ECS) and CitiManager conversions covering Global/ Regional/Local orgs, Front/Back Office Operations, Production Helpdesk, Process/Data Governance, Systems Security & Reporting;
• Analyzed, Reconciled & Improved Functional/Technical Requirements, Dependencies, Work/Data Flows and System Deployments;
• Applied ITIL Change/Release/Incident/Problem Management via ServiceNow in Application & Infrastructure environments;
• Facilitated Permanent/Workaround Resolutions of Business, Technology, Quality issues impacting End Users & Corporate Clients;
• Led Delivery and Support of Tibco Service Bus for Real Time Accounts Registration/Update/Query and Payment Transactions;
• Supported Agile/SAFe launch for Continuous Value Delivery, incl. Streams, Backlog, Iterations/Sprints, Release On Demand.

Confidential

Fulltime Management Consulting - Business/Technology/Data Integration

Responsibilities:

• Applied ITSM and ITIL Change/Incident/Problem Mgmt practices to baseline and streamline UBS/CSC Regional Service Delivery and CSC Global Network Operations support, and increase compliance with Global IT Outsourcing agreement;
• Audited SW/HW/Telecom methods & procedures and operational work/data flows, involving CSC Managed Services, UBS Global Technology Infrastructure Support (GTIS), and external Network/Service Providers;
• Updated IT governance policies and ServiceNow standards/metrics within Investment Banking and Wealth Management divisions;
• Delivered Near/Mid term Action Plans to improve Root Cause Analysis, Issues Resolution, and Quality Gates for Network changes.

Confidential

Risk Management - Business / IT / Data Integration

Responsibilities:

• Conducted Program/Project Management for complex migration of almost 200 applications from Bear Stearns Authentication system (SAIL) to JPM Identity Access Management (IAM) platform; Interacted with multiple LoBs (Broker Dealer Services, JPM Securities, Prime Brokerage, Core) and 3rd Party SW Vendors; Addressed Business/Technical/ Data Issues & Risks; Aligned Internal/External User Requirements and Release Schedules; Supported Build, QA & Operations stakeholders;
• Conducted ITIL Change/Incident/Problem Management with ServiceNow support in UAT and Production environments; Led daily tracking & review of internal IAM Performance Metrics, Action Items, and Milestones; Applied SDLC methodology and derived Best Practices to continuously improve Iterative Delivery of Integrated Secure solutions;
• Assessed JPM Global Technology Infrastructure (GTI) and Network Vendors (Avaya/Cisco) support of Corporate IP/Analog Voice operations, incl. Contract Compliance, HW/SW, Workflows, SLA/OLA & Best Effort Metrics; Conducted SWOT/Gap Analysis and advised Executives on Near/Mid/Long term improvements in Services and Operations support; Applied GTI PMO policies and practices for Cost-Benefit Business Cases, Financial Analysis, Work Requests and Reporting.

Confidential

Supply Management - Technology Sourcing & Governance

Responsibilities:

• Conducted best value & least risk sourcing of IT & Telecom Services, Networks, Products, and Resources to satisfy global/regional Operations, Infrastructure, Financial & Legal requirements of internal clients, incl. Network Deployment, End User Platform, Demand Management, Data Centers, Trading Desk, Equities, and Expense Management;
• Evaluated global/regional Vendor relationships, incl. Cisco, Avaya, Endace, Anixter, Verizon Wireless, Confidential, AT&T Wireless, BlackBerry, Teradata, Tervela; Negotiated Contract T&Cs based on business/technical/budget requirements, SLA/OLA metrics, and Governance policies; Optimized multi-million dollar spend for Commodity categories of HW/SW appliances & Telecom;
• Liaised with Managed Service Partner (BT) of global Outsourcing (Network/SW/HW/Staff) agreement for the Americas region; Continuously assessed tactical/strategic Contract Novations & Compliance; Conducted RFx process to increase Savings & Quality;
• Aligned & Improved PMO Oversight of impacted Investment Banking and Asset Management Project Portfolios.

Confidential

Associate Director

Responsibilities:

• Managed International Alliances with Reseller, OEM and System Integration Partners; Qualified Opportunities with cross-industry Start-Up & Incumbent enterprises; Provided Pre/Post Sales & Marketing Support via Product Demos, RFx Responses & Market Research; Negotiated Commercial/Technical/Governance Contracts; Defined Scopes of Work; Analyzed SWOT/Gaps, and Gathered Systems/API/Data Requirements; Led Agile team to deliver Best-of-Breed Secure migration solutions for Pricing, Rating
• Charging, Invoicing, and Pre/Post-Paid Payment Transactions in Real-Time/Batch modes; Applied Best Practices, SDLC methodology, Iterative Process Improvements, and Standards (incl. eTOM, ITIL & ITU) to integrate Next Generation OSS into Legacy infrastructures.

Confidential

Associate Director

Responsibilities:

• Managed Outsourced Spanish/English Contact Center for aggressive MVNO launch (Wireless LoB & Products Start-Up), incl. Multi-million dollar Budget, Vendor/Partner Relations, Supply Management, Process/Operations & OSS/BSS Requirements, Commercial Contract & Metrics Governance, IT Service Management (ITSM), Customer Service Reps Support, Escalation, Web Self-Care Portal, PBX/Trunk & IVR/CTI Infrastructure, Call Volume Forecasting, Call Disposition, Knowledge Base, Senior Management Dashboard & Reports
• Conducted Program Management to align Business/Technology interdependencies, Workflow Performance, Financial Analysis, Risk Mitigation, Issues Resolution, Product Life Cycle Management, and Market Research.

Confidential

Manager - Business/Technology Solution Delivery

Responsibilities:

• Conducted Portfolio & Program Management, Product Life Cycle Management, Account Management, Pre/Post Sales Support, and Marketing of SW Solutions to Enterprises, Suppliers, Universities & Hospitals; Prepared RFx responses; Conducted Executive Presentations; Negotiated Contracts & SOWs; Analyzed Clients’ Business &
• IT conversion initiatives covering Process/Functional/ Technical/ Operations Requirements, Risks & Finances; Led Agile team to deliver Secure Hosted Service/API solutions for Customer Care, Billing, Expense Management, Work Requests, Inventory/Asset Mgmt, Payment Processing, and Cost Accounting; Coordinated Partners for Network Data/Video/Voice services support; Increased annual Licensing & Professional Services Revenue by 20%.

Confidential

Senior Business Manager - Corporate Development & Program Management

Responsibilities:

• Managed multi-million dollar B2B e-Commerce conversion initiative impacting all Divisions, Capital/Operations budgets, and various 3rd Party Vendors, ISP’s, Retail Partners; Addressed scope of work changes, dependencies, risks & issues; Negotiated software license & personnel contracts; Managed Agile consultants team that delivered Integrated Secure portal/application/data platform (incl. APIs, Oracle Web Logic, JAVA, Oracle DB, Crystal Reports) with legacy Customer Care & Billing systems and Network Usage db
• Reconciled business/functional/technical/data/process requirements for Real Time/Batch Order Requests & Updates, Credit/Debit Payment Transactions, Tiered Bandwidth Usage, MIS Reports for High Speed Data, Push/Pull VoD, VoIP, Home Network services.

Confidential

Manager - Communications, Content & e-Commerce

Responsibilities:

• Applied Best Practices and Subject Matter expertise to deliver Complex Integrated Secure ITSM solutions for Start-Up and Incumbent B2B/B2C companies; Satisfied International clients’ needs for new/updated strategies, SWOT/Gap analysis, processes, workflows, data modeling, OSS/BSS architecture, multimedia networks/services, and SLA/OLA/KPI benchmarking; Prepared RFx responses; Negotiated Business contracts and iterative SOWs based on client requirements, risks and financial objectives
• Led cross-functional project teams; Managed project governance & staff augmentation needs with outsourcing vendors and alliance partners (Cisco, HP, Tibco); Supervised, mentored & recruited consultants; Exceeded annual Professional Services revenue goals by 10%.

Confidential

Fulltime Management Consulting & Business Development

Responsibilities:

• Delivered e-Solutions to satisfy business/technology and migration/conversion needs of International Startup and Incumbent clients, involving OSS/BSS, process design/re-engineering, work/data flows, enterprise & public networks/services, operations baselining, and organizational audits
• Prepared RFx and responses; Negotiated changes in commercial contracts and SOWs with vendors & partners
• Applied BPR and IT tools/methodologies to develop strategic systems requirements, architectures & data models; Applied SDLC and ITSM within SW product life cycle; Conducted market research & account management; Recruited & trained consultants.