Certified Project Management Professional PMP and Scrum Master with proven expertise in Program Management Office PMO set-up, delivery, strategic planning, management, organizational leadership and product development.

Certified Six Sigma Black Belt trained in DMAIC and LEAN supporting Business Process Management BPM methodologies designed to deliver client-centric, efficient and productive process improvements.

Experienced Financial Services executive known for delivering dramatic improvements to the client experience, as well as millions of dollars in revenue growth and cost reductions through effective Project Management resulting in new products, service enhancements and process improvements. PROFESSIONAL EXPERIENCE

Confidential

Sr. Project Manager

As a Sr. Project Manager Contract employee of Confidential I was assigned as a Project Manager within the ,I am working on a number of projects to assist TD Bank with its initiatives aimed at developing and delivering the federally mandated financial reporting in accordance with the designated timeframes and guidelines. The reporting structure associated with the Dodd Frank and CCAR regulations specifically spell out the information and delivery deadlines that must be met in order to remain in compliance. Therefore, my Program and Project Management execution is a key component of ensuring the on time delivery of this reporting. My primary responsibility was as the Technology Project Manager for the Dodd Frank Regulatory and Financial Reporting Initiative. This involved the planning and coordination of multiple Technology Services in delivering the Architecture, Infrastructure and Information Management requirements for the Project.

Confidential

As a Sr. Project Manager contract employee of Confidential. I am assigned to in a Program Management Consulting role to the Relationship Product Management Group within the Global Network Infrastructure Solutions Division of the Bank of America's Global Technology organization. I am supporting a multi-billion dollar program called the HP Rewind. This involves the unwinding of the multi-billion dollar annual technology support contract that Bank of America / Merrill Lynch had with Hewlett Packard. The goal of this initiative is to right size the suite of services, maintenance and support to fit the BAC / ML needs of 2014 and in so doing, maximize service delivery while minimizing the costs associated with its technology services, hardware and software. My role is to provide Program Process, Execution, Governance and Risk Management guidance, support and delivery to the effort. Specific responsibilities include the development and design of SharePoint Workflow processing utilities for: 1. Risk and Issue Management, 2. Change Request Management, 3. Budget and Financial Planning Management. These processes have proven to be key elements in support of the successful delivery of the Programs objectives.

Confidential

PMO Project Manager

As a Sr. Project Manager contract employee of Pro4ia Inc. I was assigned to a PMO Project Manager role and acted in that capacity to provide Program and Project Management expertise for the Max CV initiative. The focus was on Project Planning, Management Reporting and Risk Management. Specific responsibilities included Weekly Executive Status Reporting, logistical and content planning for periodic Executive Checkpoint Meetings and delivering Risk, Issue, Action Item and Management Priority Item reporting, tracking and resolution. Confidential

Principal Consultant

As the Principal Consultant of this Firm, I delivered Project Management services and PMO advice and guidance to organizations pursuing excellence in project planning, process improvement, development and execution. This delivery was supported by my Certification as a Project Management Professional PMP , Scrum Master and Six Sigma Black Belt with more than 20 years of Financial Services experience.

Confidential

Project Manager Falcon Team PMO

• GalaxE offers a range of IT services, from tactical engagements to full project lifecycle solutions that enable clients to expand the reach and range of their systems.
• Project work included the conversion and enhancement the Pharmacy Benefit Management PBM systems utilized by SXC Health Solutions.
• Completion of Scrum Master Training and Certification program.
• Development of guide to PBM acronyms.
• Compilation of the response offered by GalaxE Solutions, Inc. to a Request for Proposal RFP from Blue Cross / Blue Shield of Michigan.

Confidential

• Project Management PMO Consultant, Investment and Wealth
• Management Technology Global Investment Services Technology Group
• Project Manager - Retirement and Philanthropic Discretionary Institutional Managed Account Solutions.
• Project Management Consultant - Global Wealth Management Business Development Intranet Strategy Group
• Provided Project Management planning, expertise and guidance including MS Project, Risk Assessment Issue Tracking for a project that delivered firm wide SharePoint based access to Merrill Lynch Products and Solutions for more than 16,000 Financial Advisors, Client Associates and Home Office personnel.

Confidential

• Vice President, Merrill Lynch Global Private Client, America's Lending Group
• Senior Project Manager, New Development Project Management Team
• Managed a team of 2 Project Managers VP level in the planning, management and execution of multiple America's Lending new development technology projects with an annual budget of 5 million.
• Established a Project Management Office PMO consisting of project processing templates and a detailed project lifecycle process flow.
• Streamlined annual new development project selection process resulting in a 40 reduction in time and cost to select and estimate projects.

Confidential

Project Manager / Six

• Within the Six Sigma PMO, four strategic projects were completed leading to 800 thousand in savings and revenue growth from service and process improvements to delivery timeframe reductions and key adjustments to printed materials.
• Delivered 14 distinct client service improvements to our Managed Account base that contributed to a reduction of 18.6 in account cancellations from 2004 to 2005.

Project Manager, Confidential

• Managed the conversion of 19,000 Managed Accounts to an automated performance reporting system, delivering improved service to clients while reducing internal processing costs by more than 100 thousand.
• Designed and delivered an automated Client Review Book, utilized by Portfolio Managers in quarterly performance reviews with million dollar plus clients, providing a significant service enhancement.

Confidential

Product Development Manager,

• Developed, documented and launched four new Investment Products for this research based professional portfolio management service resulting in a one-year account increase of 76 while generating an asset increase of 300 million.
• Directed all Systems, Operations, Budget and Legal relationships for this managed account product line, enabling it to successfully grow to more than 800 million in assets under management.

Confidential

Senior Business Architect, Financial Services, Operations Systems

• Managed a team of four Business Architects in defining business requirements for the Private Client Reinvention Program used to introduce state-of-the-art technology to home office operations and services.
• Performed a headcount reduction analysis to project the impact of the planned improvements on the Firm.

Manager, Finance and Administration, Next Generation Marketing

• As Controller for the Marketing Group, successfully managed a budget of 130 million in revenue and 22 million in expense.
• Managed the annual Custodial Fee project which collected of over 130 million in fee revenues from more than 2 million Individual Retirement Account IRA and Capital Builder Account CBA clients.

Confidential

Product Development Project Specialist, Retirement Plans Marketing

• Managed and designed a new fee collection process, which achieved a 97 collection rate while increasing direct collections by 10 million and reducing costs by 750,000.
• Implemented quarterly statements for 1.4 million IRA clients netting a 1.5 million annual savings.