Work Experience:

Confidential, San Francisco, CA August 2009 - July 2012
Confidential is an integrated risk management services provider focused on delivering innovative software and services that improve operational efficiency, productivity and decision-making capabilities. Responsible for west coast operations including but not limited to servicing existing customers, managing new account implementations and product development activities.
Senior Product Manager (2011 - 2012)
Key Achievements:

• Defined product strategy and roadmap in collaboration with business owner. Drove business KPIs through rapid iteration of customer-facing product features. Analyzed market and competitive landscape to understand opportunity and potential value;
• Translated business goals, feature concepts and customer needs into prioritized product requirements;
• Managed expectations with stakeholders related to product goals and progress. Made feature, schedule and cost tradeoffs and communicated in real time to key stakeholders.

Senior Project Manager (2009 - 2011)
Key Achievements:

• Responsible for delivering a wide range of business process management solutions to clients in corporate risk management and treasury. Conducted discovery meetings to identify business requirements including risk assessments with stakeholders at various geographical locations using the Agile Methodology;
• Simultaneously managed multiple full project lifecycles from scoping to deployment. Created and managed project plans and schedules to meet changing needs and requirements. Negotiated the delivery scope and timelines across a portfolio of customers and projects;
• Managed a portfolio of clients including but not limited to Pacific Gas & Electric Company, University of California, Lawrence Livermore National Laboratory, and Time Warner Cable.

Confidential, San Francisco, CA 2003 - 2009
E-Business Systems Consultant
Responsible for managing end-to-end capacity planning activities within Confidential. Served as a liaison between business units, technical organizations and third party vendors. The focus was on planning and analysis of highly complex business problems related to availability, response time and organizational effectiveness.
Key Achievements:

• Partnered with Enterprise Capacity and Analysis team to build modeling and planning expertise across the enterprise. Created predictive models for ePayments, Online Banking and Alerts;
• Created the Internet Banking Capacity matrix. Provided senior management with an end-to-end view into the health of the infrastructure components. Created and maintained the Strategic Infrastructure plan;
• Collected, analyzed and shared growth statistics with internal and external suppliers. Enabled proactive capacity planning by translating business projections into future capacity requirements;
• Built and maintained customer relationships with suppliers and business proponents to gain an understanding of current and future capacity needs;
• Managed enterprise monitoring tool that tracked application availability and performance. Project managed a POC that dynamically correlated and displayed Online Fraud, Server Statistics, and Production Support related metrics on a real-time dashboard.

Confidential, San Francisco, CA 2000 - 2002
Senior Product Manager, Confidential
Managed strategic direction and tactical execution of projects for the self-directed business channel. Responsibilities included translating business requirements into specifications, preparing and managing project plans, supporting the development team, identifying and mitigating project risk, preparing for product launch and supporting post-launch marketing and maintenance activities.
Key Achievements:

• Led major Q2 new product launch resulting from a strategic alliance with Yodlee. Delivered account aggregation services on time and within budget to users across the web and wirelessly;
• Managed full lifecycle product management initiative for real-time electronic account funding feature with a cross functional team (marketing, engineering, compliance, and operations) using Agile methodology;
• Launched Q4 product management initiative for wireless price & news alerts feature. Enabled clients to monitor price movements on stocks and headlines on selected topics;
• Served as liaison between business units and IT concerning software development projects. Developed thorough MRD & PRD documents by working intimately with the marketing, engineering, operations, and compliance teams to match product specifications to market requirements;
• Efficiently planned and tracked all changes and enhancements to overall website and fixes post release. Managed team of business analysts and developers working on bug fixes, enhancements, and content on the public and secure site.

• Led a nation-wide work group to create a national practice on Business Process Management;
• Led Marsh San Francisco in the improvement of business processes. Developed process models and drew conclusions about the behavior of processes by studying cause-and-effect relationships;
• Performed discovery, documented findings, and provided recommendations for improvement on office-wide business processes as well as on a consultative basis for external clients;
• Project manager for the development and implementation of the Confidential budget input worksheets and management reports using MS Access.

Strategic alliance manager (vendor relations) for the firm. Operating role included lead project management responsibility for the deployment of an enterprise records management system.
Key Achievements:

• Created and set service standards for vendors. Monitored existing contracts to ensure service levels were met. Worked with business units to prepare RFP\'s that met their requirements, negotiated terms and coordinated activity until a contract was finalized;
• Project managed and implemented an optical imaging system for storage and retrieval of confidential documents. This included full lifecycle planning, assessment and analysis from inception to deployment;
• Successfully managed product launch for online trade confirmations and monthly statements. Communicated with stakeholders, gathered requirements, developed functional specifications using waterfall method;
• Led cross-functional team of technology and business for year-end 1099 tax project.

Provided comprehensive coordination of all credit product development activities, from research to market for Confidential. Created product roadmap as credit product manager for high net worth clients. Managed functional requirements definition, created use-cases, systems testing, user acceptance testing, application training, and release implementation using Waterfall method. Managed numerous merger/conversion related activities (First Interstate acquisition). Key member of a task force to establish the Private Banking Consumer Loan Center.

Responsible for Statement Services and Image Processing for Wholesale Operations (staff of 40.) Efficiently planned and managed multiple projects across divisions. Projects included customer delivery of check exceptions via image fax and high-speed check scanning for the Confidential.

Project managed the implementation of a strategic technology initiative. Deployed a client server platform focused on document management, client relationship management, and on-demand research delivery. Re-engineered the "Large/High dollar review" processing functions resulting in 40% reduction in personnel expense and improved efficiency across the various operating units.

Management Trainee, Confidential (1991 - 1992)

Education:

Bachelor of Science (BS), Business Administration, Minor in Economics

Technical Operating Systems: Windows, Solaris, Mac OS X, UNIX
Summary:Databases: Oracle, Sybase, SQL, MS Access
Productivity: MS Project, MS Visio, MS Excel, MS Word, MS SharePoint, Process Model, Rational Products (ClearCase, ClearQuest, RequisitePro), JIRA, HyPerformix (Integrated Performance Suite)