SUMMARY:

• Experienced professional with expertise and proven track record in business & technology solutions management (Global & Domestic). Program / Project / Portfolio Manager specializing in Enterprise initiatives & large complex programs i.e. corporate mergers /acquisitions, product development, process re - engineering and system transformations / integrations. Proficient with MS Project, Agile, PMBOK, Visio, MS Office (Word, Excel & PowerPoint), Clarity PPM, HP Quality Center, JIRA, HP PPM, WebEx, and Business Process Improvement . PMI Certification in ‘Program Management Office’ PMO

PROFESSIONAL EXPERIENCE:

Confidential, NYC

Program Manager

• Project and Product Management role for CGBlockchain developing a Compliance application for hedge funds & crypto-currencies; blockchain technology solutions deployment with onshore / offshore development teams
• VP of Project Management for DxDigital supporting the company’s Web blockchain and digital solutions delivery
• Responsibilities include Strategic / Tactical Roadmaps, project plans, MVPs & Pilot solutions, business requirements, application development, resource management, UX design / use cases, partner / vendor management, SDLC and RAID registers, Agile for banking software, global teams and release management

Confidential, NYC

Senior Project Manager

• Short term Project Management role for ‘interim bridge’ marketing email re-engineering effort. Objective was to improve / enhance existing Email and Loyalty Campaigns/end-client delivery. Staging was in progress for transition to the more capable Epsilon email platform. Multiple Campaign Sprints were executing to identify/ assess delivery gaps & Loyalty programs requiring cross-functional team management
• Project Management for Campaigns/Executables: use cases/email collateral/content/user interfaces. Deliverables were: Project Plan & Roadmap, Risk and Incident Management, SDLC process, Project Plan, RAID log, SharePoint, stakeholder management and strategy/tactical process/execution workflow

Confidential, NYC & Boston MA

Senior Project Manager / PMO

• Global Project Management / Delivery for: 1) WebRTC Digital Communications enterprise software sales & delivery specifically designed for interactive digital Voice/Video/Co-browse and Enhanced UX for client facing iOS/Android/Browser wireless interfaces with: Financial Advisors, Claims Management, Mobile Banking & Credit Card Services and 2) Product development for Live Assist / Supervisor Assist 3) PMO Framework (Project Plans, RACIs, RAID logs), Campaign Management & Customer Service and P&Ls. AVAYA & Cisco Call Center technologies. Hybrid Waterfall and Agile/Scrum/JIRA
• Program/Portfolio Management deliverables (multiple projects) included: Kickoffs, C Level reporting & stakeholder management, relationship management, governance, implementation strategy, platform installations/Cloud deployments /release management/metrics & KPIs for Pilots & POCs; requirements, application development / COTS customizations & integrations, server installs/deployments, use & business cases, HLDs, SDLC, WBS, application development & integrations/SLAs, QA Testing / UAT / End-to-End Testing / Training. Other duties included risk management, conflict resolution, change control, process workflow / execution, audit/security processes, SOWs & Contracts, RFP responses, DevOps/L2&L3 support, budget management, implementation and deployment

Confidential, Iselin, NJ

Project Manager - Release Management Assignment ended prematurely due to a required medical leave

• Project Management responsibilities for ‘Change The Bank’ included expanding / transforming the PMO, relationship management, business process improvement/transaction management, SDLC governance, staging/requirements, functional design, implementation run books, Agile / Scrum delivery for configuration / application development. Delivered LOB Re-Launch deployment plan for Q1 2015 - Strategic Planning, Business Case and ROI for 2015/2016 along with Clarity/Dashboard reporting, financials (forecast vs actual), Scope / Risk & Issue Management.

Confidential, New York City, NY

Program / Project Manager / EPMO

• Program Management / Governance for Global Digital Application Performance Planning & Delivery; 5 work streams including scope management, business case & project budgets, WBS, stakeholder management, implementation strategy, monitoring /assessing / upgrading / transforming / remediating / change control & closure for application development, enterprise architecture, KPIs, data center (Move/Add/Change management) & builds / platform servers/storage, release management, information security, Web Services (including UX redesign / standardization / user training) and Web / DB server architecture for global application performance
• Project Management - The Ratings Gateway transition from Vignette to new Liferay platform: Staging requirements, builds, configuration, application development, platform deployment & implementation w/standard UX Experience. Project transformed ~80 applications; methodology was Agile / Version1
• Responsibilities included Program / LOB / Client Relationship Management, Project Estimating / Financials for / 2015 (Forecast vs Actual), SOWs, Vendor contracts /SLAs, Business Process Improvement, Status / Dashboard & Clarity tracking, Issue Management, SOWs / Contracts, Analytics / BI, Resource Planning, SDLC / Wave Delivery / BAU handover. Initiated Windows 10 Migration plan

Confidential, New York City, NY

Project Manager / PMO / Portfolio Manager

• Project Management Office for reporting / testing for development/transformation/enhancement/delivery and Data Warehouse / BI for CRM Risk Compliance reporting: Domestic & Global LOBs - AML / OFAC, Regulatory, SOX Compliance and Risk Analysis
• Project Management responsibilities include Scope and Project Management Oversight / Dashboards, Process Workflow, WBS / Project Plans / Workstreams / Issue & Incident Management, Agile / Scrum / Waterfall, Strategic Data Warehouse Sourcing / Analytics / BI, RAID logs / UAT

Confidential, Newark, DE

Program Manager

• Program / Account Relationship Manager for the CTO within the Product Services & Credit Card / Payment Processing groups (completing the MBNA / BoA Merger Acquisition) Current state/Future state assessment to deliver Test & SCM solutions for enterprise / LOB risk management, Business Process Improvement and SOX compliance. Incident Management, Business Case and Project financials, stakeholder management, planning & governance (400+ applications). Prioritized critical applications (33 project teams using Agile / JIRA / Waterfall / DMAIC and ITIL) for Change Management, build surveillance and delivery
• Deliverables: CRM Scope, Charter, ‘Change the Bank’ Process Improvement, Enterprise Architecture, Application Development, WBS, Test / QC /QA Testing / SLAs. Tactical / Strategic Road Maps, Change/Vendor Management, DevOps, risk reporting, contingency plans

Confidential, New York City, NY

Program Management Office /PMO

• Program Management Office responsibilities within the Technology Infrastructure Services group for the insourcing and implementation of the IT Global Support Center in Raleigh, NC. Direct responsibilities included project & training (HR & Knowledge Management), financial analysis, metrics / asset management, risk/issue management, program compliance/quality assurance/audit for 9 projects / ~ 50 staff
• Project deliverables included Program Steering Committee and Status reporting, Program Communication Management, Planning and Deliverables, PMO Governance, Dashboards, Status Reporting, KPIs, BAU Transition planning / execution and closeout schedule

Confidential, New York City, NY

Program Management Office / EPMO

• Program Management Office CRM responsibilities within the Investment & Advisory Capital Markets Business included strategic planning improvement, business/technology partnership, portfolio management, technology assessment/inventory & gap analysis, program governance/financial management reporting, process reengineering/implementation, PMO-SDLC procedures, WBS, strategic planning, risk/change management, LOB resource management/allocation/ offshore teams, dependencies management, Data Center/Server upgrades, systems & data integration, System Architecture / Web Services interfaces, ~ 30 projects/ 100+ staff
• Project deliverables included Program & CRM Strategy, Scope, Charter, PMO & Technology Governance, Clarity implementation, Infrastructure/Data Center environments /build-outs, asset management, Project Metrics/Milestones and Status/Dashboard Reporting, SharePoint repository, QA Planning /Testing and Management Presentations for Product /Project senior management

Confidential, Morris Plains, NJ

Program Manager / PMO for Global Remediation

• Established Program Management Office / BPO for the implementation of an Infrastructure Batch Scheduling system (COTS customization/transition implementation/migration). Responsibilities included client stakeholder / vendor relationship management, assessment inventory and gap analysis, business case/project governance/financial management reporting, business requirements, batch scheduling re-design / process mapping, data center/server upgrades, expansion/conversion/migration process/framework /deliverables/ implementation, functional requirements, strategic planning & change management, resource allocation & vendor offshore teams, data cleansing & systems integration
• Project deliverables included Business/Technical/Team Management, Remediation Strategy & Reviews, Scope, Charter, Project Metrics/Milestones, WBS, Status/Dashboard/Scorecard Reporting, SharePoint Vendor SOWs/RFPs, UAT/QA Testing/Criteria/ Procedures, SOPs, Conversion Staging/BAU Handover, asset/server closeouts/ site closings - US, Japan and EMEA

Confidential, Hartford, CT

Program / Project Management Business Office for HealthCare Chief Information Officer

• Project Management responsibilities within the CIO / IT Business Management group included enterprise risk analytics and portfolio planning, governance/budget compliance/financial management reporting, business/technology partnership assessment and gap analysis, business process development, HIPAA / FDA Compliance, EMR assessments, SDLC processes/WBS/framework/deliverables/ implementation, RACI diagrams, resource allocation/vendor assessments, functional requirements, scope/change management processes, requirements/traceability/user interfaces, risk management/mitigation, business process re-design/product architecture, market data/business intelligence/data warehouse/management, Web development, release management, issue tracking/reporting
• Deliverables included Risk Rating, Quality Management, SharePoint, ROI, Governance Procedures, Metrics/Milestones/Templates, Scorecard Reporting, RFPs / POCs, Roles & Responsibilities, Projects oversight for Claims / Payments Processing & Compliance

Confidential, Wayne, NJ

Program / Project Management

• Project management for the integration/merger including business/technology assessment, risk management, gap analysis/conversion strategy, SDLC/PM processes/framework/deliverables/implementation/WBS, business process improvement, RACI diagrams, management presentations, resource planning/allocation, data conversions/migrations, systems/data integration, supply chain/ manufacturing integration, marketing data/business intelligence, scope/release/change management, risk & control escalation
• Project deliverables included Program/Technology Dashboards/Metrics/Milestones, Data Warehouse/Business Intelligence reporting, PeopleSoft A/R and A/P (Ledger - Sub Ledger framework), Maximo manufacturing, personnel retention/ onboarding

Confidential, New York City

Program / Project Management Office (PMO)

• Project Management responsibilities for the JPMC integration/merger included program governance, transition/migration/conversion strategy / planning/implementation, PMO-SDLC framework, processes, & deliverables, master data consolidation / merger / cleanup workstream (MDM), requirements & specifications, data / systems integration / conversions / migrations, resource planning, impact/ business process analysis & re-engineering, risk management /entitlements, data & change management, defect / issue management
• Project deliverables included Technology Dashboards/Metrics/Milestones, project plans, WBS, management presentations/reporting, audit compliance and budget / expense tracking / reconciliation. Program budget $17M; program staff approximately 120+

Confidential, New York City

Program / Project Management / PMO Wealth Management Integration

• Program / Account Relationship Management for the CFO Global Wealth & Asset Management integration included conversion strategy / planning / implementation, data consolidation /integrations (MDM), project plans, business requirements, WBS, risk management / entitlements, resource supervision, management presentations, SDLC/PM coaching / guidelines, re-design & operational readiness
• Multiple business teams and applications were included in the Portfolio Asset Management wealth / asset / high net worth management Account Renumbering project and were transitioned including front office/back office, trust, institutional, asset management, back office operations, audit/SOX compliance and ADP for book of records management

Confidential, New York/New Jersey

Business Analyst

• Responsible for the business requirements, process improvement, data feeds/interfaces/process flows and audit requirements for the Customer Service Call Center data repository which is one of the primary data sources for the Strategic Decision Enterprise Objective
• Worked with 3 project teams and 15 staff including Oracle DBs, mainframe data repositories, Hyperion decision warehouse, Genesis CRM system

Confidential, New York/New Jersey

Project Manager / Business Analyst

• Responsible for the business proposal, business requirements, JAD, planning, front office operations, ROI, design and implementation (PLC) to re-engineer the platform and technology for the fixed income (government securities) treasury system. Specific duties included re-engineering business plan, project definition/scope, design specification, data modeling/ERDs, SWIFT Messaging, gap analysis/risk management & conflict resolution, JAD meetings, WBS, RUP, STP / Equities processing, project plans/tracking/reporting, meeting management, business analysis/requirements, Project was to re-engineer an existing VAX/rdb/C++ system to a client-server Web based ORACLE/UNIX/SUN/MQ/JAVA platform; team comprised 20 staff
• Responsible for project management for the new COTS third-party client-server N/T Web portal to the legacy mainframe trading services including requirements, project plans, data modeling/ERDs, data migration, issue management, QA/UAT/training/rollout, user/client migrations and deployment. gap analysis/risk assessment, planning, testing plans / implementation (PLC) to new/existing custody applications