VP, TECHNOLOGY & DELIVERY Resume

SUMMARY:

Digital Technology Executive, IT Transformational Leader, Operations Excellence and M&A success delivering optimal results for business transformations and complex technology initiatives. Wide - ranging domain expertise with advanced specializations in financial services, technology, and operations. Exceptional program, project, and stakeholder relationship management talents. Fosters collaborative environments through mergers while continuously improving underperforming business units and teams. Recognized for ability to foster collaborative and high performing teams across business lines.

LEADERSHIP STRENGTHS:

PROFESSIONAL EXPERIENCE:

VP, TECHNOLOGY & DELIVERY

Confidential

Responsibilities:

Championed application development, support, risk mitigation, and project delivery while overseeing 200+ FTE staff and 200+ offshore augmented staff with an annual budget of $126M.
Nurtured cross-enterprise relationships to foster continuity and increase collaboration.
Transformed key Project Delivery/Application teams to scaled Agile framework resulting in 20% boost to throughput, 35% improvement to net promoter score (NPS), and 25% decrease to production issues.
Mitigated fraud losses by 80% within one year of implementing a robust SOC-2 certified cybersecurity program that utilized fraud prevention tooling, website, and multifactor authentication features.
Represented the executive team through strategic delivery of global technical/organizational transformations across all development lifecycle phases.

VP, TECHNOLOGY - WEALTH MANAGEMENT

Confidential

Responsibilities:

Spearheaded technology application, support, and project delivery spanning several product lines.
Anchored business transformation, process improvement, and cost savings initiatives.
Managed the Confidential Investments Technology team supporting Confidential and Institutional Investment products by upgrading the digital tooling for advisors and optimizing the backoffice transfer agency platform
Consolidated disparate Annuities and Fixed Products portfolios into a unified Product Line technology team by integrating distinct systems/teams and improving core business processes.
Delivered substantial cost savings of $21M over three years via leadership of transformation and integration efforts supporting Confidential ’s multi-year Efficiency and Effectiveness program.

ASSISTANT VP, TECHNOLOGY & PROJECT MANAGEMENT

Confidential

Responsibilities:

Partnered with a cross-functional project delivery team to support broker-dealer servicing 1,600 financial professionals from 30 branches across the country.
Transformed critical app and infrastructure technology strategy.
Architected technology transformation program enabling advisors to reduce system infrastructure costs and integrate CRM systems to home office and straight-thru-process for insurance enrollment.
Developed a comprehensive Practice Management Program to enable advisors to grow practices.

ASSISTANT VP, PROGRAM MANAGEMENT

Confidential

Responsibilities:

Orchestrated a wide range of critical, post-merger initiatives upon Confidential ’s acquisition of Confidential .
Directed executive planning sessions, sourced cost-saving opportunities, and consolidated sales/operations strategies to streamline merger activities.
Presided over operational and technical integration after acquisition, merging administration processes, compensation/licensing systems, and cross-functional teams.

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