SUMMARY:

• His management experience spans over twenty years. Previously he was the co - founder of Confidential, a startup bond information firm. Confidential is a recognized leader in PMO/Program Management, Project Management, Business Process Management, Business Relationship Management, Change Management, and other management process methodologies (Six Sigma, CMMI, RUP, and Agile).
• Confidential holds a BA degree in Economics from Boston University, and has also attended Rutgers University Law School. He is a Siebel Certified Business Analyst, a certified Business Process Management Professional, a Certified Six Sigma Black Belt, a Project Management Institute (PMI) certified Project Management Professional (PMP), Program Management Professional (PgMP) and Agile Certified Practitioner (ACP).
• Confidential was a member of the PMI team that authored The Standard for Program Management and The Standard for Portfolio Management.

TECHNICAL SKILLS:

Managerial/Supervisory Skills: Close client contact - vendor management Meetings/presentations internal and external Business Intelligence Interact with both business and technical groups Associate, development Process diagramming and reengineering PMI certified PMP, PgMP & ACP, Six Sigma Certified Black Belt, AIIM certified BPM (practitioner & specialist) Cobit, CMMI, RUP, ITIL, EAI, SOA

Technical Knowledge/Skills: Adabas, SQL Server, Sybase, Oracle, DB2 Natural, SQL, Visual Basic, Java, HTML, JavaScript FileNet, imaging/workflow technology. CRM, Siebel 2000 Certified Business Analyst Paradox, Access, Excel, Word, Visio, PowerPoint Lexis Nexus, Westlaw (Legal Research) UML, OOD, CNT, JSP, JDBC, SAS, Actimize OLAP, GIS, Front Page, Crystal Reports, Primavera Microsoft Project 2003 Certified, CA Clarity, Daptiv Microsoft Project Server, Rational Portfolio Manager

PROFESSIONAL EXPERIENCE:

Confidential - Plainfield, NJ

President/Principal Consultant

Responsibilities:

• Founder of a management consulting firm that provides Assessment, Consulting and (ACT) services in the realm of Program Management, Project Management, Six Sigma, and Business Process Management. Working closely with clients to identify, analyze and adopt best practices to achieve business objectives. Evaluated and implemented EPM solutions. Developed and taught programs for Six Sigma (Green Belt, and Black Belt), Project Management (designated as a PMI Registered Provider) and Business Process Management.

Confidential - Chadds Ford, PA

Portfolio Manager

Responsibilities:

• Responsible for managing the Enterprise Systems portfolio. Working with both internal resources and vendors to ensure proper project execution for all projects within the portfolio. Worked (with other members of the PMO) to implement and enforce the project selection processes and the portfolio optimization efforts. Worked extensively with SharePoint, and the PPM, Daptiv to create an infrastructure to support and enforce project, program and portfolio processes and procedures.

Confidential - Wayne, PA

Program Manager

Responsibilities:

• Execute project to implement Cobit controls (Cobit 4.1) to augment the Cobit maturity level within the Infrastructure department of a global organization, positioning the company for the integration of the Cobit initiative and Six Sigma continuous improvement. Worked with process owners throughout Confidential to understand and document their current state and the “desired state” as prescribed by the Cobit framework.
• Coordinated internal and external resources to develop the requisite controls (policies and processes) and the implementation of those controls (primarily in facilities in the US and the Netherlands). Developed and maintained the overall project plan and routinely reported project progress to senior management and stakeholders.

Confidential - Collegeville, PA

PMO Lead/Program Manager

Responsibilities:

• Established the Infrastructure PMO for the sole purpose of architecting a program to stand up Confidential infrastructure (Workday, Help Desk, Site Services, Desktop, Application Hosting, IDAM, WAN, LAN, Wireless, Video and Voice) in over 140 sites worldwide ( Confidential now a completely separate company, spun off from Pfizer’s Animal Health Division). Created a program framework that leveraged SharePoint to support processes and organize program work and activities.
• Used Igrafx to engineer processes and workflows envisioned in the future state. Acted as the regional project manager for North America directly responsible for executing the plan in the region. Developed a dashboard and other communication vehicles to provide visibility on planned activities and execution. Reported program issues/risks and progress to senior management on a regular basis.

Confidential - Philadelphia, PA

Senior PMO Advisor/Program Manager

Responsibilities:

• Established the IS PMO. Assessed the organization’s project management capability and worked with the stakeholders formulated the future state vision. Created a roadmap to achieve the future state. Implemented a project management lifecycle (PMLC) that was complementary with other methodologies (e.g. SDLC. Six Sigma). Introduced Agile (Scrum) as a nimble methodology option for efforts that warranted expedited time to market timelines Implemented continuous integration for select projects, allowing new features/functionality to be developed, tested and delivered to the market in a timelier fashion.
• Put together a program consisting of workshops and on demand modules to instruct/inform project managers and other project participants. Heavily leveraged SharePoint 2010 as the infrastructure to support the PMLC. Designed workflow’s (Nintex) to guide users in the execution of processes. Created dashboards and other reporting mechanisms to keep senior management and other stakeholders updated. Executed a change management strategy to acclimate the organization to the new processes and mindset. Mentored and coached project participants.

Confidential

Program Management Consultant

Responsibilities:

• Worked with team to develop and implement Butterfield Bank’s web fraud prevention strategy for the online banking and mobile platforms. The strategy leveraged solutions from Actimize (IFM and WLF) and Authentify. Led development team using Agile (Scrum) development methodology. The solution was a Java and C# based solution. The project team consisted of multiple vendors spanning the globe. Developed comprehensive project schedule so the project team know “who does what” and leveraged the schedule to track project progress.

Confidential - Philadelphia, PA

Project Management Trainor

Responsibilities:

• Developed and presented PMP exam preparation material over four consecutive weekend sessions. The course was closely aligned to the PMBOK 4th edition covering Project Management Framework, Process Groups, Knowledge Areas and Professional Responsibilities. The course structure consisted of lectures, interactive discussions, group and individual exercises.

Confidential - Philadelphia, PA

Project Management Consultant

Responsibilities:

• Assembled a team to support applications that are part of FutureScript’s Pharmacy Benefits Management (PBM) system. Triaged issues and enhancements, and implemented Problem Management processes and procedures to ensure the applications were quickly stabilized in the new environment. Identified and tracked key metrics to monitor system performance and fodder for continuous improvements.

Confidential - King of Prussia, PA

Senior PMO Advisor

Responsibilities:

• Assessed the project management capability within the organization and then made recommendations on establishing a PMO and the requisite steps to improve project governance planning and execution. Created a development plan for project managers, which included a mentoring plan that allowed the senior project managers coach/grow the more junior staff members. Developed modules to augment the PMO skill set and to communicate and level set expectations for stakeholders and other project participants. Formalized the project management lifecycle (PMLC) to include best practices from a myriad of methodologies and implemented a phase gate process to monitor project execution throughout the project lifecycle. Implemented a tollgate to reinforce the project management methodology.
• Established Business Relationship Management protocols (project selection, strategy alignment, stakeholder analysis, stakeholder management, communication strategy and continuous improvement). Worked with sponsor and other stakeholders to draft a change management plan. Created and implemented tools and templates to support the PMO and its processes. Initiated an EPM vendor selection process.

Confidential - Fort Washington, PA

Process Engineer/Project Management Consultant

Responsibilities:

• Identified and organized relevant stakeholders, documented current state workflows. Revealed defect root causes and potential risks. Captured and prioritized pain points and opportunities for improvements from the project team. Articulated the future state vision and created a roadmap to incrementally achieve the future state via a series of phases. Developed a business intelligence platform (dashboard) to monitor the holistic process and highlight potential defects as fodder for the continuous process improvements effort.

Confidential - Kennett Square, PA

Program Management Consultant

Responsibilities:

• Managed both the tactical and strategic aspects of the ETRM (Energy Trading Risk Management) and Analytics Portfolios. Both portfolios support Confidential Power Team’s analysis and trading efforts in the energy commodities markets. Each portfolio consisted of multiple projects in varying in the stage of development, type, size and complexity. Helped assessed and enhanced GenCo Project’s project management maturity level. Incorporated Business Relationship Management (BRM) to codify the strategic partnership between the business and IT. Ensured that the technical initiatives where aligned with business needs and objectives. Mentored and coached project managers and project leaders. Developed online (Flash) programs and developed project management processes and policies
• Leveraged a flexible tollgate approach to ensure adherence to the methodology. Helped established the PM Forum, an informal voluntary group where project participants met and executed ways to collectively improve GenCo Project’s project management capabilities. Implemented an EPM solution (Project Server 2007); oversaw the technical implementation, the administration, as well as the development of the content (master templates, PM tools etc.). Configured Project Server to fit GenCo Project project/program management needs.

Confidential - Franklin Lakes, NJ

Project Management Consultant

Responsibilities:

• Managed the Client Website Redesign project. Confidential Client Website, is a business-to-business Internet portal that enabled Confidential to provide service to its clients and their members and employees. The website empowered clients and their Confidential account management teams with online, real-time access to eligibility, reporting and analytical tools. The redesign effort provided a more stable and robust platform for the website, the project also implemented enhanced features and services. The project employed a combination of the CMMI framework and Six Sigma methodology.

Confidential - Fort Washington, PA

Project Management Consultant

Responsibilities:

• Managed and coordinated the migration of an interactive media consumer website. Identified the site’s current state and mapped out the roles and responsibilities of the support team and affiliated departments. Organized a smooth transition of resources, processes and technology (from the original site support to the targeted site support). Facilitated and negotiated the transfer of third party vendor contracts.
• Communicated with senior management via face to face meetings, PowerPoint decks and status reports. Implemented a project management structure that drove the project to a successful conclusion (project objectives achieved, all project deadlines met, and within budget).

Confidential - Whitehouse Station, NJ

Business Architect/Program Management Consultant

Responsibilities:

• Worked with the innovation group, Confidential to identify and define viable projects to augment Confidential ’s licensing strategy. Drafted proposals and business cases to communicate project features and benefits. Created blueprints for each corresponding project, defining the capability models in terms of the requisite people, process and technology.

Confidential - Whitehouse Station, NJ

Program Management/Six Sigma Black Belt Consultant

Responsibilities:

• Acted as a program management advisor for the Project Management Center of Excellence(COE); helping to formulate and disseminate (Project Management, Change Management, Six Sigma, and Business Process Management) methodology throughout the firm to improve program/project execution. Headed the Travel Services Program, coached and mentored the project managers and other team members within the matrixed organization.
• Established the process, toolsets and reporting infrastructure to support all of the project within the program. Enhanced BI capabilities with the utilization of reporting tools, OLAP and GIS. Implemented a communication strategy that kept the global team in synch towards achieving the common goal. Managed the programs budget, prioritizing projects, allocating and monitoring project budgets via the EPM tools (Project Server and Portfolio Server).

Confidential - New York, NY

Program Management Consultant

Responsibilities:

• Worked with the Corporate Project Management Office ( Confidential ) to assess the project management maturity level within the firm and implement recommendations for improvement. By leveraging the best practices in Change Management, helped the Confidential to evolve their PMO approach from the “Standard’s” model establishing best practices, policies and procedures to include a consultancy component leveraging Confidential resources to directly impact projects/programs. Implemented Business Relationship Management policies and procedures, identified the people process and tools need to evolve the relationship between the business and IT. .
• Utilized Primavera as the enterprise project management tool. Mentored and coached project managers on the application of project management tools and techniques. Worked with the Confidential team to enhance all areas within the department. (Tools, Methodology, Governance & Reporting, & Communication, Portfolio Management, PM Pool).

Confidential - New York, NY

Program/Project Management Consultant

Responsibilities:

• Responsible for re-architecting the AML (Anti Money Laundering) application (Java, SAS, DB2) which included analyzing and reengineering the existing AML system and processes. Worked directly with the compliance and technology groups to formulate and implement a strategy to redesign the AML solution including the ETL, Alert Engine, Post Scenario Processing and the UI (Informatica Java, DB2, Actimize).
• The end state solution included vendor products, internal and offshore resources. Worked closely with the QA team to develop a test plan, test cases, and scripts (HP Quality Center). Employed a number of best practices including Project Management, Six Sigma and RUP.

Confidential - Cranford, NJ

Program Execution Manager/Six Sigma Black Belt Consultant

Responsibilities:

• Responsible for managing a portfolio of projects surrounding the consolidation of the image disbursement systems and databases (the system redundancy was the product of a bank merger). These projects adhered to the Six Sigma DMAIC process. Managed key project performance metrics (such as CPI & SPI). Employed various Six Sigma tools (SIPOC Diagrams, Pareto Charts, Fishbone Diagrams, QFD, CTQ, FMEA, SPC, DOE). Mentored and coached project managers and other associates on project management and Six Sigma processes and toolsets. Reported the portfolio performance to senior management.

Confidential - New York, NY

Project Management Consultant

Responsibilities:

• Worked with the Enterprise Program Management Office ( Confidential ) to develop, promote and implement the project management methodology throughout the entire firm. Helped configure and implement corporate project management tools/systems (Project Sever/SharePoint). Acted as primary project manager on a regulatory project to interpret and adhere to the Patriot Act and KYC (Know Your Customer) requirements.
• Compliance required both procedural and technical modifications. Led an effort for the firm to analyze and comply with the new NYSE rule changes (342, 401, 408, and 410). Worked with internal/outside counsel to determine the proper application of the rules to the organization and then developed and implemented a plan to make the appropriate adjustments (procedural and technical). Worked with Internal Audit and consultants to review and remediate processes and systems to adhere internal and external security standards.

Confidential - Bridgewater, NJ

Senior Project Manager/Six Sigma Black Belt Consultant

Responsibilities:

• Responsible for establishing the strategy and process for continuously improving the quality and performance of the Confidential Broker Dealer Operations. Managed a group of developers and analyst consisting of Confidential associates, consultants, and off shore resources (developers and testers). Worked closely with the Compliance Department to ensure that the system met industry standards and regulatory requirements (Patriot Act, KYC, Suitability).
• Mentored the project team in the use of management methodologies (such as Six Sigma, and Project Management). Utilized the Six Sigma methodology to identify and implement quality improvement projects. Helped to design and create a web based image and workflow solution (FileNet P8, Java, JSP WebSphere, Oracle 9i). The Imaging and Workflow system provided tighter controls and yielded greater efficiencies. The overall processing cycle time was reduced by an impressive 42%.

Confidential - New York

Director, Technology Requirements

Responsibilities:

• Responsible for ensuring that technology strategies, practices, processes and standards are developed, maintained and adhered to. Employed and blended best in class processes such as PMI project management process and Six Sigma to create an effective approach to manage technology challenges. Played a primary role in creating and executing an IT governance process that prioritizes the project portfolio in the Finance department (based on project profile, regulatory/legal compliance, business and technical strategic alignment). Monitor and report on project performance and budgetary progress.
• Established the transition management process to ensure the successful transition of RAD (rapid application development) prototypes to production solutions. Evaluated and implemented Rational Unified Process (RUP) as a crucial part of the software development process. Managed the package selection effort to identify and evaluate the component applications (ETL, consolidation, and business intelligence tools) for a best of breed management reporting infrastructure.

Confidential - New York, NY

Senior Project Manager

Responsibilities:

• Headed Project Management for Confidential Broker Dealer Technology. Responsible for establishing and implementing project management disciplines for all the projects undertaken by the department. Implemented Six Sigma based development and management processes. Responsible for initiating, planning, execution, monitoring and closing of project focal points (Integration, Scope, Schedule, Cost, Quality, Human Resources, Communications, Procurement and Risk Management). Direct contact with senior management strategizing, planning and reporting on key projects. Primary liaison between the technology department and the business units.
• Directly managed a number of critical projects: Participated in developing a multi-million-dollar thin client imaging & workflow system (FileNet eProcess, Java) to facilitate broker dealer operations (new accounts, check/ processing, transfers, trading). Managed internal resources, as well as consultants from Accenture and FileNet. Reviewed and reengineered the operation’s procedures; incorporating state of the art technology. The project included all aspects of imaging technology, ranging from scanning to image repository. Involved in the requirements gathering, detailed design, testing and implementation phases of the project (full SDLC). Project team consisted of internal resources, consultants and off shore resources. This project met the business requirements, was on time and within budget. Contributed to the planning and designing of a Siebel CRM solution (Siebel® 2000 Certified Business Analyst). Created a (Visual Basic/SQL Server) system to monitor and report the NASD licensing, registration and other Broker Dealer activities.

Confidential - Long Island City, NY

Vice President - MIS/Projects

Responsibilities:

• Managed the MIS/Projects group. Created a project management infrastructure to better facilitate the successful completion of projects (on time, within budget and in accordance to the specifications). Worked with Steering Committee to prioritize projects, develop budgets and review status reports. Acted as business analyst and troubleshooter, working under the mandate of senior management to identify and remedy business problems, making the bank more efficient and profitable. Oversaw and facilitated the data migration effort to consolidate several banking systems. Created a vendor/contract database (Visual Basic/MS Access/SQL) making it possible to monitor and leverage vendor and consultant relationships.
• Managed Confidential ’s “Quality” initiative employing Six Sigma tools and methodologies. Instituted the use of OLAP and GIS tools (ESRI) to obtain, analyze and generate business intelligence pertinent to the decision making process of senior management. Worked with the Risk Management, Legal and Compliance departments to plan and implement a proactive anti fraud strategy and reporting system (Visual Basic/SQL Server). Developed a (Intranet) web site to establish a “web presence” for global information posting and interactive communication.

Confidential - Allentown, PA

Relationship Manager/Consultant

Responsibilities:

• Managed the IT team that supported Wyeth’s Employee Benefits Department. The team consisted of Wyeth employees and CAI consultants located in New Jersey and Virginia. Provided 24/7 support for the legacy system (Adabas Natural) that housed data for over forty one thousand active employees and retirees. Point of contact for eighty business users. Assessed the business needs, and devised ways to infuse available technology (Java,Visual Basic, SQL, Access, and Excel.) to add the greatest value to the client.
• Established and implemented project management infrastructure and methodology. Managed several process improvements (Six Sigma) projects examining business process performance and stability. Prioritized and allocated projects and report requests. Implemented a strict process to guarantee programming and reporting quality. Created a metrics system to monitor the group’s performance and identify meaningful trends.

Confidential - New York, NY

Senior Project Manager/Software Engineer

Responsibilities:

• Developed and promoted the firm’s project management methodology. Responsible for the initiating, planning, executing, controlling and closing of special projects. Formulated budgets and forecasted ROI figures. Helped developed project estimation procedures. Functioned as a liaison, making the connection between the business needs and technical resources. Responsible for designing and developing relational databases (Access, SQL Server, Sybase) to meet Moody's business needs. Developed the UI for the Portfolio Monitoring System (Java). Migrated the firm’s mainframe database (Adabas) to a client server platform (Sybase).
• Member of the Compliance Board, an administrative, development, and legal group with the task of ensuring Moody's complied with all the federal regulatory requirements for a rating agency. Member of the Process Improvement Team, constructed and implemented new and more efficient processes and procedures lessening man-hours for the targeted task and alleviated the chance for error

Confidential - Boston MA

Founder - President

Responsibilities:

• A start up financial data company that provided interest rate information for floating rate instruments (equity, corporate, and municipal bonds, mortgage backed securities) to banks and other financial institutions.
• Responsibilities encompass all areas of operations within the firm including the formation and implementation of marketing strategies, management of capital outlays, and the design and development of the custom database system. Published monthly reports to clients, pertaining to interest income from floating rate securities. Trained and supervised a staff of ten employees.