SUMMARY:

• Professional Portfolio Project Manager and B/A with global enterprise experience. Led staff on over 15k hours of Agile Software SDLC and infrastructure to: investment banking, debt / fixed income, capital portfolio plan, hospitality, medical, and wealth management. Oversee large matrix staff in several time zones of: BA’s, PM’s, developers, and delivery group on an enterprise team: front - middle-back end systems, end to end programs and infrastructure.
• Currently pursing my Agile, ITIL, PMP, well versed in: Scrum SDLC, RUP, waterfall, object orientated methods, transformations / business process analysis, and credited in 20+ books in technology.

PROFESSIONAL EXPERIENCE:

Confidential

Portfolio Project Manager / Business Analyst

Responsibilities:

• Partnering with senior staff, C-level and leading 12M dollar software, infrastructure and delivery manager on enterprise level projects over several teams - meet with clients for new work, improvements.
• Create project status reports/ status dashboards, transformation forecasts, achieved objects and goals.
• Newest projects SEC Regulation SCI - collaborating with MIS, legal, & C-level staff understand where we meet it, surpass, or need improvement to achieve SEC goals.
• Overseeing the merging firms transformation recently purchased and software feature upgrades in several areas -
• Line PMs at Ocean Point Financial Partners managing new feature creation by Business Analysts end to end for software feature adds to Wealth Management/capital markets, account management, equities/options, fixed income, and improvements to trading platform system - added alternative investments and all globally tradable equity securities.
• Delivery Engagement BA/PM supervising global team of PMs’, B/As’, and development team, and test team across enterprise all on/ off site work by 3rd party vendors problem resolving in: infrastructure tasks, software with information systems, systems analysis, computer programming, cyber security, and disaster recovery.
• PMO BA manager for division - Bank of Newport: manage BA team: BRD/ FRS, SRS, UAT /operational risk, RAID (Risks, Assumptions, Issues and Dependencies), and developers creating new features for bank.
• Direct project management over equities trading/wealth management, treasury, financial accounting: hands on - end to end VIP BA support to C-level executives, PM over developer and support teams
• Sheppard multiple tasks through steps, eliminate risk, and ensure on-time delivery.
• Meeting with all levels of staff on time, backlog grooming, testing details, delivery financials tracking (budget versus actual) and is complete.
• Completed: supported sales management teams - analyzing business improvements to sales tracking SaaS tools, forecast, and track wealth and financial account executives - productivity in new accounts, and existing wealth management, financial trading accounts, sales of mutual funds, and investments.
• Analyzed sales departments requests for business reports of account executives, and ensure OSFP and Bank of Newport attains its’ Human Centered Design (“HCD”) and Service Design goals creating web and systems people want to use and return - for repeat business.
• Plan and led data conversion /transformation, and ran in systems in parallel before cutting over to new production system on equipment and software -
• Managed changes to projects, partner on grooming feature backlog before scrum, during scrum act as product manager, oversee team testing software, fix before escalate, and documented.
• Managed iteration change, groomed iteration backlog before scrum, represented business departments at scrum as PMO product manager, oversaw team testing software, and documented.

Confidential

Senior Program /Project Manager /BA

Responsibilities:

• Oversaw 12 million dollar IT projects and operational risk mitigation for CFO from conception to completion
• Created schedules, budget, tracked accounting actual to budget, forecast, and managed risk -
• Partnered on eliminating operation risk, provided project status reports, and engagement dash boards.
• Championed delivery of digital projects portfolio and provide Business Analysis for all phases, from conception to (Team make up: twenty three software developers, five test engineers; five infrastructure project coordinators, and delivery managers over 30 indirect staff - merged several bought firms systems and upgraded their cyber security.
• Plan and led data conversion /transformation and ran in systems in parallel before cutting over to new production system on equipment and software -
• Oversaw installation of 300 blade system in collocation, cloud software, configuration and applications
• Line delivery project manager, with 6 Business Analyst speaking to - and understanding clients’ needs in Confidential t care, documenting requirements JAD sessions prototyping with 40 senior developers in team, UML for OOAD, and testers during software validation - ensured BRD, FRS, SRS, digital / web wireframes, and similar.
• Analyzing system to create data for web / share point front / back end to reduce risk, gaps, and problems in data warehouse, software development, and specifications.
• Migrated: multiple older legacy SQL systems to private cloud with large vendor solution - mapped (firms bought) used data warehouse, systems worked and used 6 sigma to map processes, determined: conversion, data transformation, specifications for developers, processes to ensure quality and specification were meet
• Service Delivery Manager/team, over software and infrastructure: due diligence, scheduling, creating reports, staffing, review testing / quality assurance, provisioning project staff to implement work.
• Completed project that brought the company's migrated COBOL to Java, data sets, and all software systems to the SaaS application on private cloud and used Computer associate Clarity and related software at CDS.

Confidential

PMO Project Manager / B/A

Responsibilities:

• Lead team of 6 business analysts and 2 B/A product owners to develop specifications, statement of work, and scrum team of 50 developers, to produce for computerized Physician Order Entry system, enabled by a wireless network; and its new contract management application, which attained a multi-million dollar improvement in payments and upgraded cyber security.
• Managed software projects at Newport Hospital and several others in Lifespan - PM over several business analysts and team of software developers on digital mobile platforms for medical professionals and doctors - mitigated operational risk and used Human Centered Design and Service Design goals for creating web and systems.
• Delivery PM, collaborated with infrastructure team, developers and end users / stakeholders to deliver master data update / data warehouse variance analysis for transformation and cleaning projects.
• Analyzed MIS systems, the hospitals disaster recovery protocol, business continuance and later, setup a parallel version of cloud systems at Collocation America’s site - managed the move of the systems.
• Oversaw - deployment of several racks of blade servers for Newport hospital and parent Lifespan in co-location facility.

Confidential

Engagement Project manager / Business Analyst

Responsibilities:

• Partnered with C-level enterprise stakeholders to update customer service and service agents system using VOIP system - updating phones, interconnects, conferencing system between hotels and corporate customers.
• Provided full cycle Delivery Project management for implementation and deployment of enterprise resource planning (ERP) and customer relations management (CRM) and used Plainview tools to track and manage work
• Completed: Lead projects to redesign digital web site, cyber security improvements and create digital mobile supporting all business aspects of systems and implementation for Best Western Hotels and oversaw 55 developers, 5 B/A, 5 PM for lodging and sales applications - assure BRD, SRS, FRS & similar were completed on an effort improve mobile websites.

Confidential

Senior Project Manager

Responsibilities:

• Review and ensure B/A created specification documentation, digital web screens, linkage, flow charts, UML, Use case, and tests - for Confidential ERP/MRP, and accounting a/r, a/p, purchasing application - added features added to time/schedule, BOM, all components of system, external B2B, and project management
• Manage domestic and international clients and vendor relationships, expectations, deliverables utilization, revenue forecasting, profitability and 6 sigma methods in planning.
• Partnered with stakeholders on finding vendors of products and services, coordinated the bid processes, creating request for proposals/rfi/rpb, evaluating vendor responses - visit vendor sites, and speaking to customers on past work, teaming stakeholders, negotiating with vendors.
• Lead project / program team from initial site design visit for various clients - oversaw drawing review taking into account: tax incentives, energy incentives, structural, and electrical on capital projects.
• Collaborate with client and team on improving value engineering - most for dollars spent, zoning, client survey of work, Phase 1/2 environmental,, signoff, and change orders at clients listed - primarily new, or expanded: high technology offices, office towers /business condo and hotels.

Confidential

Contract Senior Project Manager / BA

Responsibilities:

• Collaborated with enterprise level departments at “ Confidential ” and Interactive Brokers Group LLC at to create an internal product for enterprise level departments on capital market, equities/options trading, fixed income projects and oversaw creation of Asian, European, and North America specific versions for global securities trading business, options, stock, investment management, futures: front, middle and back – modular software was developed with different front ends -
• Partnered with global risk and legal on multi-million for mobile and web applications using Agile object orientated software projects with 40 developers, testing team, 3 pm, 4 b/a and coordinators for features areas in securities trading, cyber security, back end processing and statements – on mobile + cell phones.
• Teamed with cyber security to continuously specify, test and monitor globally out top 10 threats and increasing database / system protections.
• Created master compliance system with all countries FATCA information, regulations.

Confidential

Lead portfolio Delivery PM (financial services) managed staff

Responsibilities:

• Lead projects in capital markets, fixed income, equities/options trading and alternate investments in collaboration with domestic and international stakeholders in different time zones, business analysts to add features to investment banking, equities, fixed asset trading, and related financial system applications –
• Oversaw large matrix environment staff - that automated processes and analysis.
• Managed teams that delivered software
• Speed execution of Options trading, securities order match - trading and monthly statement, margin, clearing software applications while providing resiliency.
• Managed a team of 7 business analysts who implement updated trading rules for futures/commodities, associated compliance and oversaw 6+ million dollar project to upgrade back office software, deploy to mobile platforms (cell, tablet, etc) and implement distributed record management – reduce paper, localize web /database for better response, provide regional center access for generating their own reports.
• Completed: Line PM/BA partnered on multi-million dollar projects that updated fraud prevention, anti-money laundering laws, and government regulation in numerous countries, their extra-territorial and cross border treaties for compliance and cyber security at data base level aspects derivatives, futures, & commodities trading rules, interfaces with exchanges and mapped out processes with UML, use case and OO methods.