Objective

To obtain a responsible position in which I can utilize my project managementleadership skills to their fullest.

Skills

Integrate PMI, CMMI, DSDM, eXtreme Programming (Agile), DMAIC, and other methodologies as needed to manage large and medium scale projects to oversee interdisciplinary IT team of 10+ staff members for VIP clients. The projects cross different divisions, groups, and different platforms from WEB to Mainframe and Enterprise and legacy databases. The projects also deal with 3rd party vendors and proof of concepts.

Oversee interaction with internal and external users and clients through entire lifecycle
of the project.

My experience is focused on the financial sector with emphases on mutual funds institutional investors’ annuities and pension plans applications.

Software

MS-Projects, MS-Word, MS-Excel, PowerPoint, SharePoint, Lotus Notes, JAVA, Visual Basic

Experience

6/2009 – Present Confidential, (Consultant)
Charlotte, North Carolina

Position: Sr. IT Project Manager - Insurance Services

Velocity

This project is an infrastructure project. Velocity is a 3rd party application Wachovia acquired as part of a previous merger. The application manages the underwriting and rates for insurance policies. As part of the merger effort, this application needed to be used by Wells Fargo as well. My responsibilities included:

• Assess the hardware and software needs for Wachovia and Wells Fargo Special Risk groups to use the application
• Upgrade the software to meet the bank underwriting legal obligations
• Upgrade the Hardware and Software to meet Wells Fargo standard
• Design an architecture to host the system in a data center
• Design a multi environment architecture to include Production, Business Continuity (BCP) and testing
• The architecture must be able to expand to bring more LOBs into the system in the future

- Migrate the existing system into the new architecture

Legal Entity Consolidation

This project was part of the merger efforts between Wells Fargo and Wachovia. Applications, including email system, needed to change to reflect the new merged company and all of its subsidiaries.

My responsibilities included:

• Meeting with the business to identify the impact on each application in both Wells Fargo and Wachovia Insurance Services
• Change all the applications to reflect the appropriate new legal entity name
• Change the email system from Wachovia.com to WellsFargo.com

3/2008 – 3/2009 Confidential, (Consultant)
Charlotte, North Carolina

Position: Sr. IT Project Manager – Customer Global Risk

Customer Credit Bureau Refresh (CCBR)

• Responsible for building the first Credit Bureau data mart (data warehouse) from the ground up to help several lines of businesses (LOBs) to gather data and run risk analysis on their customer.
• Responsible for managing project deliverables (charter, project plan, requirements document, risk management plan, change control, stakeholders communication and client acceptance plan)
• This $1,000,000 + project is built in Teradata and using Six Sigma methodology.
• The data mart centralizes the daily feed from Credit Bureau and the daily data distribution to LOBs. By doing so, the bank is able to streamline the credit bureau reporting and react to the risks on a daily bases.
• The data mart must be in full compliance with BASEL. The triggering system must guarantee every Bank of America customer is refreshed at least once over the past 90 days.
• The data mart reduces cost, meets the legal requirements of permissible purpose for data usage and provides a viable tool for data mining and modeling.
• The data mart receives and loads anywhere from 1,000,000 to 8,000,000 records a day from Trans Union and distributes extract credit bureau files to Credit Card, Countrywide, Home Equity and other LOBs based on the agreed upon SLA.
• Participated very actively in finding the right architecture to meet the project timeline and work with the business and technical teams to overcome design challenges
• Worked with Business partner, CARD development teams and off-shore resources to find alternative and viable solutions to critical CARD requirements.
• Developed the Metadata for the schema

5/2000 – 3/2008 Confidential,
Charlotte, North Carolina

Position: Sr. IT Project Manager

The vanguard group is the second largest mutual fund in the U.S. with more than $600 Billion of assets under management.

Responsibilities:

• Full software development lifecycle experience, end-to-end, with emphasis on deep understanding of the business process, how the project contributes to the organization strategic plan, meeting stakeholders needs and expectations, managing risks and budget
• Research and recommend new technology to fit the business client needs
• Prepare the project execution plan for PMO review and approval and manage approved plan to achieve project deliverables and timeline objectives
• Manage projects within budget, time schedules, and quality planned
• Maintain the plan and produce reports against the plan, and provide revisions of the plan (if necessary) as agreed by the PMO
• Report the status of the project to upper management and the client
• Manage resources and expenses to achieve project completion within budget and time frame
• Manage projects across multiple divisions and groups
• Lead a Project team to ensure timeframes and client satisfaction are met
• Ability to manage multiple projects on different platforms (WEB, Mainframe & client server) and different geographical areas
• Identify resource requirements for the project
• Coordinate system development activities with the different groups to ensure compliance with project deliverables and schedules, project cost, man/hour budget, quality requirements, and contractual obligations.
  
• Major accomplishments:
• Institutional Investment Professionals (IIP)
• PMO manager for three teams (Front-end, Mid-Tier & Back-end). The project was to build a secure WEB site for our institutional investors to allow them to get more detailed information about the different products Vanguard offers including financial charts and research information. Also to allow them to access their portfolios to help them through the decision making process. It also allows the user to compare their portfolio performance to major indexes.
• Also, this software served as a marketing tool. To be able to do that, the project integrated 3rd party vendor application into the project to get information about competition regarding return, performance and expense comparison.
• The project included WEB (JAVA), mid-tier object, data layers and back-end (host layer) using Enterprise solution.
• Mirroring mission critical applications to the 2nd data center

PMO manager for four teams across different geographical areas. This project was to mirror institutional mission critical applications to Vanguard 2nd data center for disaster recovery. This project required all applications to be updated in both the main data center and the second data center simultaneously.
The main objective of the project is in the case of a disaster the business will be up and running under two hours. The project required working with several groups and dealing with very challenging infrastructure technical issues.

4/93 – 5/2000 Confidential,New York, NY

Position: Project Manager

Confidential,is the leading insurance and mutual funds company in the U.S. for managing retirement plans for non profit and educational organizations

Major Accomplishments:

- Decision Making System (DMS). I was the technical lead on writing this JAVA/Webobjects Intranet application. This application assists counselors and Phone Center associates to use several financial calculators and to interact with other systems to gather/post data about the participant who is asking for financial advice. It also helps in keeping track of the advice and information that have been given out to participants.

- Participated in programming Meetings and One on One Counseling (MOC). This is an Internet application developed in JAVA and WebObjects. Our counselor and participants use it. The counselors using it to announce events and participant uses it to make, change and cancel reservations for these events.

- Project leader for TAX Deferred Annuity (TDA). It is software used by TIAA-CREF institutional clients to calculate the maximum allowed amount for each of their employees to defer. It uses sophisticated actuarial calculations, institutional defined benefit and defined contributions plans configuration to calculate the employees’ benefits.

• Project leader for Retirement Planning: this software used by our participant to calculate their monthly expected retirement income based on assumptions the user makes about their goals, contributions, social security income...etc. Actuarial calculations are used to calculate the future and present dollars, set backs.... etc.

This project also served as a marketing tool for our clients and target customers together more information about our products and the tax advantages they may gain by investing with TIAA-CREF.

10/92 - 4/93 Development Consultant
Confidential,New York, New York

- Analyzed Designed and programmed Appeals and Complaints Tracking System. This is a Clipper 5.01 multi-user system to keep track of appeals and complaints filed against New York City agencies.

- Analyzed and designed Audit Tracking System
This system tracks and reports the status of each audit the Comptroller’s office is working on. It also keeps track of closed audits, the duration of each audit and the final status of each one. The system also generates comparison reports on how many audits took place on a quarterly basis.

- Designed a prototype for Appeals and Complains Tracking System using Visual Basic.

12/89 - 8/92 Programmer Analyst
Confidential,Lyndhurst, NJ

- Converting Local Engagement Management System (EMS) from a single user into a multi-user environment. This system was developed using Clipper 5.01.

- Analyzed, designed and programmed Other Revenue and Expenses system using Clipper 5.01 in a multi-user environment.

6/86 - 12/89 Programmer Analyst
Confidential,New York, NY

- Analyzed, designed and programmed No Good Checks and Charge Back System for all of Alexander’s stores using Clipper.
- Analyzed, designed and programmed Purchasing Requisition System using DbaseIII Plus.

- Software and hardware installation, maintenance and technical support

4/84 - 4/86 Computer Programmer
Confidential,Egypt

- Designed and programmed Apex loan management system using DBaseIII.
- Participated in research and evaluation of RFQ for a mainframe system for the Bank.
- Liaison between Price Water House and Export Development Bank of Egypt.

Education
M.A. - Computer and Information Science
PMP Certified
Chartered Financial Consultant (ChFC)
Bachelor of Accounting