SUMMARY:

• Successful Technology PMO, Program and Project Manager, Business Administrator; effective at achieving on - time delivery of solutions to meet critical business objectives; collaborates cross-functionally and globally at allenterprise levels todeliverresults that exceed targets andimprove upon business processes; fluent English and Spanish
• Detail-oriented big-picture PM and PMO manager who delivers projects on time, in scope, within budget
• Collaborative Manager, effective at IT Governance, resolving conflicting priorities and negotiating win-win outcomes
• Skilled in best practices - PMI, ITIL, CoBIT, Six Sigma - to deliver business process improvements & meet ST & LT goals

WORK EXPERIENCE:

Confidential

IT PMO PM IntePros Consulting

Responsibilities:

• Tech PM using team leadership skills & PPM to upgrade Pershing’s client’s Global Private Bank’s client services
• Managed series of 4-6 Technology Projects for Confidential 's Global Private Bank, while concurrently maintaining Confidential overall Status Dashboard of about 30 evolving Technology Projects for over 6 years
• Implemented MS Excel 3x/4x platform to deliver custom email-based KPI metrics reports
• Supported management & finance teams in financial planning and budgeting

Confidential

VP & Head of IT Project Control Office (PMO)

Responsibilities:

• Led Project Control Office responsible for all IT project management using Innotas (www.Innotas.com)
• Managed technology procurement and time-tracking; 3 Direct reports; 75+ indirect staff
• IT OpEx and Capex budgets of $11+M and $9+M, respectively
• Upgraded Bessemer’s use of project management tool Innotas.com from just simple Time-tracking to proper SDLC-task based projects, as required by accounting for capitalization reporting improvement.

Confidential

IT PMO PM Axelon Consulting

Responsibilities:

• Managed migration of Global Private Bank’s brokerage services infrastructure to BNY-Pershing
• Coordinated and prioritized efforts across global resources in USA, EMEA & Asia-Pacific

Confidential

Investment & Advisory Content Adecco Consulting

Responsibilities:

• As Project Manager, taught and implemented Global PMO Best Practices to a Global PMO of 32 PM’s
• Established CA Clarity project baselines, slippage metrics, other SDLC process improvements
• Global Administrator for both CA Clarity & MS Sharepoint environments

Confidential

Senior Vice President, PMO Manager

Responsibilities:

• Defined, implemented & managed global PMO to drive Confidential IT Transformation
• Used Agile/SCRUM and SDLC methods to manage Application Development & Infrastructure Renewal Projects,
• Managed IT Procurement, Vendor Management, Budgeting & Reporting, ITGovernance & SOX audits
• 3 Direct reports; 125+ indirect staff; Coordinated all IT Recruiting & Staff Administration
• Reduced annual onshore IT staff costs by $1.5M, expanded offshore resources
• As Project Manager, upgraded Millennium Dark-pool equity trading app to more efficient hardware & software
• Deployed CollabNet/Subversion as SDLC project management tool with key metrics Dashboard Reports
• Centralized IT function, replaced legacy infrastructure using IT Governance best practices
• Selected & deployed Halogen’s e-Appraisal HR system to all staff to automate employee performance appraisals globally, including skills assessment functionality
• Managed projects and compensation for 41 offshore consultants in Manila & India
• IT OpEx & Capex budgets of $17+M & $10+M; reorganized Global Ops to align with ITIL & Six Sigma best practices

Confidential

Director, Program Management Office

Responsibilities:

• Re-designed & fixed IT PMO, integrated with existing Project Managers
• Managedmultiple technology & administrative projects and programs of work for CIO
• Planning, budgeting, tracking for $115M budget
• As Project Manager, coordinated offshore Vendor teams to develop SEC-compliant $40+M Equity Exchange Trading System using resources in the US, Sri Lanka, India & Philippines
• Implemented Agile / SCRUM, PMI & ITIL best practice metrics using MS Project 2003, achieved quality targets.
• Prior Experience:

Confidential

Director, PMO & Administration - Global Infrastructure Development

Responsibilities:

• Designed & launched new PMO with IT Governance & PMI best practice processes
• Created detailed 5 year $100+M Development Plan; managed all budgeting, tracking, IT procurement
• Firm successfully won $125M from Bank One VC - One Equity Partners
• Supervised development of new $50+M Fixed Income Market Data ticker plant with global market data distribution network using resources in the US, Russia and India.
• Implemented MS Project Server to deliver custom web-based KPI metrics reports
• Grew Development team from 8to85+ people ( 20+ offshore); managed 100+ projects

Confidential

Senior Associate / Engagement Manager - Financial Services, Global IT Group

Responsibilities:

• Provided engagement team leadership, Managed budgets.
• Researched key Vendor Due Diligence and Selection projects. Pitched new business, delivered persuasive proposals.
• Led $750k Bangkok Bank project in Thailand to select new Core Banking System Vendor
• Led team for Paine-Webber’s Private Client division to select new Data Aggregation vendor

Confidential

Senior IT Consultant / Project Manager - e-Business Group

Responsibilities:

• Presented recommendations to clients’ Sr. Management. Managed diverse project teams
• Implemented PMO to conduct Strategic e-Business Technology Architecture & Infrastructure assessment for Confidential, reviewed internet sales & customer service channels, procurement systems, data management, email & IT security
• Project led 16 engagements, generating new revenues of $4.5+M, over 18 mo’s improvedGilder Gagnon & Howe, boutique asset management firm staff efficiency by 40%, by leading team to develop & implement web-accessible event management tool

Confidential

E-Commerce Program Manager / Relationship Manager

Responsibilities:

• Implemented new PMO to coordinate “Commerce Connection” Supplier Conferences
• Developed prospective customer tracking tool & automated mail-merges; launched Supply-side e commerce projects
• Managed portfolio of 40 wealthy Mexican and Colombian families ($65+M AUM), fluent Spanish
• Grew assets by $7.5M, driven by effective customer service; met KYC & AML compliance requirements
• Underwrote $14M+ in collateralized Multiple Securities loans; completed 4-month Global Corporate MBA Credit

Confidential

Product Manager

Responsibilities:

• Accelerated revenues by $2M+ USD annually with global deployment of “Socrates”, a Lotus Notes-based custom online knowledge management tool
• Socrates System provided 60+ detailed Global CashManagement product profiles to over 100 offices in 80 countries
• Provided product profiles for other related businesses - Custody, Trade Finance, Trust

Confidential

Relationship Manager

Responsibilities:

• Originated, underwrote, closed $12.5M in Jumbo mortgages; completed Retail Credit, KYC Compliance
• Drove CRM use. Division twice runner-up for Malcolm Baldridge Quality
• Managed three key projects - Credit Cards, Private Bank, Mortgage Underwriting
• Led Global Private Bank strategic skills assessment project to create detailed job competency matrices for multiple customer facing staff roles