SUMMARY:

• To capitalize on program management skills, business knowledge, product management, change management and technical background in bringing solutions to fit a company’s business strategy.
• Major program, project and product management successes
• Teller hardware/software replacement,
• Several with over 25 full - time staff,
• Sales platform development with 64 man-years of effort
• 2 Mergers, one with a portfolio of 13 projects,
• Suited for application or business role, with over 30 years’ experience, orchestrating the planning, development, and launch of Teller with Image Capture, Branch Sales and Service, ATM, CRM, Campaign Management, Brokerage CRM Sales Desktop, Treasury Services/Wholesale Banking and other business applications and mergers/conversions.
• Full life-cycle experience including Project Charter, Plan, Financials, Risk Management, Change Management, Vendor Management, Contract Negotiations, Stakeholder Management, QA, Training and Implementation. Uses standard PMO tools (Powerpoint, Excel, MSP, Visio).
• Aligns to operational strategies to achieve high levels of product/service quality and profitability.
• Manages the turnaround of at-risk projects, ensuring completion on time and within budget.

EXPERIENCE:

Confidential, Salt Lake City

Project Manager

Responsibilities:

• managing BA team developing requirements for over 70 Statements and Notices for complex business logic including Construction Budgeting and communications with Confidential members and partners.
• Managed workstream within $290M program for conversion of all core systems to Confidential realtime banking system.

Confidential, Charlotte

Project Manager

Responsibilities:

• Curtailed due to funding cuts.
• Confirmation email available from SVP.

Confidential

Project Manager

Responsibilities:

• Managed full life-cycle including requirements, plan for multiple vendors, risk log, change management tasks, budget, issues etc.
• Change Manager for business readiness for total system upgrade across 1600 stores, including support system interfaces and business impact, multiple vendors, equipment deliveries, supplies and training.

Confidential, Buffalo

Project Manager

Responsibilities:

• Scope includes alignment of vendor and in-house operations around establishment of operational components (operational procedures, control totals, recon procedures, communication lines, daily transmissions, decommissioning) and management of 18 applications teams producing over 800 customer print jobs.

Confidential, Raleigh

Responsibilities:

• Assigned to Accounting department as Change Manager for portfolio of Accounting functions across multiple projects in the set-up of a new subsidiary bank using Confidential -in-a-box core banking applications.
• Scope included change management for the operational set-up of the Accounting teams, reconciliation and settlement of apps feeding GL from the core systems, support of product apps in the interfaces to GL, liaison with accounting teams for establishment of compliance and regulatory reporting, management of the UAT plan for GL.

Confidential, Charlotte

PM

Responsibilities:

• Responsible for UI and interface to middleware, also Fraud and Alerts, a major portion of a $50M improvement program.
• Within Confidential life-cycle, responsible for conveying business requirements to vendor and in-house development and architecture teams for HLD, initiating LLD, and building program-wide plan for all phases through to project completion.
• Project cancelled due to economic conditions.

Confidential, Birmingham

PMO Portfolio Manager

Responsibilities:

• Part of major program for $250M core system conversion. Responsible for development and management of multiple plans for in-house and vendor teams where Core Deposits changes impacted these Channels, especially Reconciliation of Channel activity through Item Processing to Core systems postings.

Confidential, Richmond

Business PM

Responsibilities:

• Documented process flows for above systems with cross-system interfaces, highlighting weaknesses and required improvements in cross-system testing that had caused $20M loss in previous merger.

Confidential, Harrisburg

Program Manager

Responsibilities:

• 40+ projects covering Change Management for all aspects of Retail/Commercial Banking conversion, including front and back office impact, data migration, decommissioning of servers.
• Initiated PMO processes within a small bank environment (Charter, Project Plan, cross-plan resource pool, QA, steering committee reporting, Risk and Issues logs, financials etc.).

Confidential, Providence

Program Manager

Responsibilities:

• stakeholder communications, risk management, plans for teams in multiple locations and over-all aspects of the project across the life cycle (business case, vendor management, change management.
• Impact of operational change and areas of major annual cost savings of $28M included Teller, Courier, AML interface via CTR/SAR/MIL and improvements in AML back-office, Fraud, Item Processing, Reconciliation, GL, Fed Clearing and others.

Confidential, Atlanta

PMO Portfolio Manager

Responsibilities:

• Responsible for data migration and product conversion, system test, mock and go-live.
• Scope included Wholesale and Retail Lockbox, CDROM upgrade to deliver Check Images to Commercial Clients.
• Project Manager for process changes to Treasury On-boarding processes to deliver cost reductions, improved Service Levels, revenue stream advancement.

Confidential, Seattle

PM

Responsibilities:

• strategies to reduce Call Center costs in collections or potential fraud.
• Generated merger strategy and plans for the organizations’ teller and branch platform systems and analyzed change impact on CRM initiatives.
• This project encompassed roll-out planning and training for 2,900 branches.

Confidential

PM

Responsibilities:

• Revised development and implementation strategies into phased approach based on vendor weaknesses, developed new charters and plans, re-shaped budget, improved communication around problem areas to improve of stakeholder support, strengthened steering committee with addition of Middle Office and Training, improved interaction between multiple teams across different locations, and improved vendor management.

Confidential, Charlotte

Product Support Manager

Responsibilities:

• Define strategies for consultative selling and support local Account Managers throughout the sales cycle for sales of Marketing Automation (ETL, DW, Profitability, Predictive Modelling, Confidential Marketing Online).
• Define tools-based solutions for non-product problems (RealTime Decisioning, Market Optimization).