SUMMARY

• Program & Project Management expertise, with ability to direct large global and domestic, multi - disciplinary process re-engineering, e-Business and B2B transformation and integration projects.
• Proven Project Management proficiency with ability to plan from inception and to lead and deliver systems development, integration and process improvement projects.
• A certified Project Management Professional (PMP) with an MBA degree from Temple University and 25 years management experience.

PROFESSIONAL EXPERIENCE

Confidential

Responsibilities:

• Managed a project to implement a Service for customers to get immediate access to funds deposited for a service fee. This includes transmitting the transactions to FiServ for risk scoring and guaranteeing payment in case of default for those that qualify.
• Managing multiple projects upgrading batch processes and server hardware supporting the Confidential - Infomatics mainframe platform. This includes coordinating with Confidential project team managing tasks and milestones.

Confidential

Technology Project Manager

Responsibilities:

• Platform, Security and Infrastructure work stream project manager for a $25M supply chain control tower system using Big Data and, Analytics technologies. Partnered with IBM for the solution delivery as a SaaS hosted application on the IBM cloud.
• Managed a $5.5M project to upgrade the Server Platform and software for the Consumer Lending LOB..
• Managed 2 projects through the Initiation and Planning phases. One was a Workforce Management (WFM) application being deployed at the chosen vendor’s cloud site. The other was for a GeoAnalytics application being deployed in Confidential ’s cloud environment. Both for the retail branch/store business unit.
• Managed a $2.8M project implementing a COTS application that analyzes the mortgage portfolio and advises managers which loans to package for sale and delivery to investors such as FNMA and FHLMC. This included evaluation of responses to an RFP, vendor selection and a SDLC full-life cycle deployment.
• Successfully managed a project implementing a new version of a document creation and secure delivery application so it is compatible with Windows 7 as part of an overall desktop refresh program.
• Budget responsibility including capital and labor forecasting, expense and vendor invoice tracking. Monthly estimating of resources for financial forecasts and resourcing planning across the portfolio.
• Participated in the migration to Clarity by the PMO for project planning and tracking.

Confidential

Project/Change Manager

Responsibilities:

• Business consultant for the Risk & Control Self-Assessment (RCSA) Program, whereby the organization self-assesses the relevant controls in place to manage organizational risk. This included analyzing process maps (Visio and ARIS), process risk assessments (FMEA), control and data collection plans for various business units.
• Managed a new 370 seat call center implementation at a 3rd party vendor. This included facility setup, provisioning circuits, connectivity to the bank network, access to applications and Desktop/PC setup and configuration. This was a $1.2M startup and $17M/year for ongoing operation cost project.
• Managed 3 application development projects, under PMO governance, thru the full project management lifecycle using iterative SDLC for the mortgage loan modification business (HAMP).
• Full budget responsibility including capital and labor forecasting, expense and vendor invoice tracking. Monthly accountability to the PMO and finance for forecasts with a +/- 3% deviation

Confidential

PMO Project Manager

Responsibilities:

• Managed and reported to strategic banking customer project activities/tasks as they relate to customer support for the closure of a Support office in Madison, WI.
• Managed a project implementing the FICO Fraud scoring solution for Credit and Debit Card platforms. This included standing up the hardware/software and migration of the company’s 14 card switches to the solution.

Confidential

Project/Change Manager

Responsibilities:

• Responsible for analyzing present-state, developing alternative future-state approaches and facilitating implementation.
• As the Six Sigma change agent and business liaison with the client organization, was actively involved in the conduct/execution of project activities.

Confidential

Project Manager

Responsibilities:

• Managed a project for the Commercial Prepaid Product group that was introducing a new Web portal on a prepaid card platform offered by an outside vendor. The new platform gave clients and their cardholders more autonomy to perform transactions and manage their accounts. Key phases were a rigorous User Acceptance Testing (UAT) and Production Validation Testing (PVT) periods to validate the vendor’s QA processes and to test functions that could only be tested in Production.
• Managed 2 Supply Chain Finance client implementations for a Department Store chain in Mexico and the UK’s leading Building Materials Wholesaler/Retailer. Coordinated connectivity setup and testing between JPMC connectivity services team and the vendor’s IT groups.

Confidential

Director of Financial Professional Services Organization

Responsibilities:

• Managed a staff of 12 technical consultants and project managers.
• For this global software provider of managed file transfer (MFT) and B2Bi solutions managed the staff that designed and implemented the company’s products and services for Financial Services clients.
• Participated in setting up the processes and best practices for the corporate PMO.
• P&L responsibility for the financial professional services practice in North America including capital, labor and travel expenses.
• Participated in setting up the processes, best practices and governance for the corporate PMO including.
• Partner with sale organization to cultivate new clients and prepare/deliver executive level presentations.
• Escalation point for all issues and defects during testing phase between client team and internal product groups.

Confidential

Vice-President/Program Manager

Responsibilities:

• Worked with the Trade Technology and Global Trade PMO staff to establish and maintain consistent methodologies and PM tools after the Bank One merger.
• Managed the development of a Country of Origin & Customs Information Management system prototype for the Supply Chain Logistics group to present to a leading Asian automotive company.
• Managed a client implementation of a B2B Trade Web application for an Asian client bank’s 10 international branch offices.
• Led a process improvement initiative to analyze foreign exchange (FX) revenue enhancement opportunities within the Trade business transactions and processes.
• Managed a project to provide a white-label trade B2B Web application for a German client bank.
• Managed a global team to private-label a Web-based Supply Chain Finance application for a UK bank.
• Coordinated all activities between external clients and JPMC’s Hong Kong based Development and QA teams.

Confidential

Project Manager

Responsibilities:

• Part of the Project Management team for the deployment of a major upgrade to the Check Processing Systems at the Los Angeles and San Francisco sites.
• Developed the Stress/Performance Testing Plan from the BRD, HLD (High-level Design), LLD (Low-level Design) documents and the technology team.
• Created Six Sigma metric reports and consulted on best methods to gather and organize data.

Confidential

Vice-President/Senior Program Manager

Responsibilities:

• Managed a $2 million Design for Six Sigma program to integrate and improve the processes and IT environment for the Loan Production system whose hardware was being retired by the vendor (HP).
• Team Lead mentoring and coaching 5 Project Managers on the CHF project management lifecycle.
• Led a study to analyze the company’s Call Center environment and projects underway and proposed to improve their operation. This took an enterprise view to insure that the technology was consistent with strategic plans and synergistic in their deployment.
• Managed a Web Development project to reengineer the Loan Officer Commission Payment Application.

Confidential

Project Manager

Responsibilities:

• Tape Infrastructure Upgrade: This involves upgrading the mainframe tape environment to new technology and high-capacity tape. The main efforts involve deploying IBM’s Virtual Tape System (VTS) in the bank’s Somerset, NJ and Wilmington, DE Data Centers.
• NetBackup Consolidation: This project developed an Enterprise Veritas NetBackup Environment to provide a managed service to internal bank business units. Used high-availability server clusters with SUN Servers and EMC Storage, SAN Fabric technology and a high-speed dedicated backup network.

Confidential

Project Manager

Responsibilities:

• Network User Access Layer - Deployment of Cisco Switches and Routers to create a Ethernet Gigabit Backbone and Fast-Ethernet 100 Megabit access for every desktop.
• LDAP Compliant IP Address Management - Replacement of DHCP and DNS services with LDAP Compliant services to enable policy-based and Directory Enabled Networking (DEN).
• Extranet Automated Suppliers - Implemented 3rd party vendor Web service.

Confidential

Project Manager

Responsibilities:

• Overall project responsibility for this rapid deployment at the company’s two Manhattan office locations. Managed a team of 15 comprised of internal analyst, network engineers and programmers both internal employees and consultants.
• This included upgrading 700 desktops from Win3.1/Win95 to Windows NT 4.0; migrating Netware 3.11 Servers to Windows NT 4.0; replacing the infrastructure from 16M Token-Ring to 100-Base-T Switched Ethernet Network (Cisco); and changing from CC:Mail to Microsoft Exchange.
• Implemented the platform at the company’s 4 international offices located in Hong Kong, Seoul, South Korea, Prato and Florence Italy. I also managed the implementation of a Frame-Relay WAN for connecting 3 NT domains and 5 MS Exchange Site Connectors.
• This included selecting and managing local vendors at each international site.