SUMMARY

• 10+ years in Project /Program /Portfolio Management Consulting experience spanning various methodologies including Waterfall, Agile, Scrum, and hybrid delivery models across numerous verticals including Banking (10 yrs), Manufacturing (5+ yrs), and Capital Markets. Experienced in integration and optimization of Project Management organizations, Portfolio Management and Prioritization, Agile evolution and hybrid delivery model recommendations and implementations.
• 10+ years Finance /Banking /Capital Markets Experience Portfolio, Program, and Project Management Consulting Experience in Banking from Commercial, to Retail, and Mortgage lending, and Capital Markets as well as Wall Street experience (former Stock broker / Series 7)
• 10+ Years’ Consulting Experience with Executive Management Experienced consultant working with Fortune 500 Executives in solving problems and exploiting opportunities. Ability to dive into the weeds and drive daily standup calls with Developers, Architects, and other technical resources. Experienced in oversight of defining requirements, Design, Schedule and Budget planning and management, Executive Steering Committee / C - Level Status as well as Risk and Issues escalations and reporting.

PROFESSIONAL EXPERIENCE

Confidential, Dallas, TX

Senior Program Manager

Responsibilities:

• Led Standardization and Integration of Portfolio Project Management processes and tools across three corporate regions and divisions: USA, Norway, and Spain. Optimized and managed the Enterprise Project Portfolio and respective Prioritization process.
• Led initiative to move from disparate Service Level Systems, including ServiceNow, onto an ITIL-based platform in Jira. Led Project Manager Global forum to enhance and evolve project delivery to in corporate Agile philosophies and practices and integrate global project managers into one PMO-type entity.

Confidential, Dallas, TX

Project Manager

Responsibilities:

• BAS Project Manager: Cloud Analytics solution design and delivery management with Confidential external clients; data warehouse design and build using an Agile framework. Data visualization tools such as Tableau, Watson Analytics
• PureSystems with Netezza, and SPSS Predictive Analytics and sources such as ServiceNow and Remedy leveraging Web Services. Business Analytics Services or "BAS" provides a business-led analytics system that is used to manage business operations and influence strategy.

Confidential, Dallas, TX

Transition/Transformation Program Manager

Responsibilities:

• Engagement with senior Confidential leadership and a team of Consultants as part of an Enterprise, Global Transition and Transformation Program. Led initiation as Senior Project Manager for implementation of SIAM (Service Implementation and Management) at Confidential which is a Multi-Supplier management structure and framework spanning people, process, and technology. Implementation involved integration with the Global Service Manager system which is an ITIL-based framework. Tool changes and integrations were developed and deployed in the cloud layer utilizing Scrum methodology.
• Engagement created a global process framework, documented current state process flows, generated future state process flows, gap analysis, solution design and implementation.

Confidential, Dallas, TX

Transition/Transformation Program Manager

Responsibilities:

• Consulting Engagement with JPMorgan Chase Global Financial Crimes Program based in Dallas working with JPMC Commercial Banking in an AML Transition and Transformation collaborative initiative. Team included Compliance, Senior Managers and executives.
• Led and managed OFAC Commercial Banking response to a Consent Order to JPMC from the Federal Regulatory bodies. Project included requirements definition and gathering, gap analysis, future state process flows, solution design, and implementation. Led Scrum team for Database deliverables. Led Proof of Concept in Commercial Bank which created new Commercial Bank roles to onboard and screen new JPMC clients. The PoC spanned Transition and Transformation changes across people, processes, and cloud technology that was adopted nationwide.

Confidential, Dallas, TX

Scrum Master

Responsibilities:

• Scrum Master on multiple projects to deliver new technologies and enhancements on Fidelity.com trading, margin, equities and bond platforms. Distributed teams in India and China.
• Work streams include design enhancements for user enhancements and advanced equity and unit trust trading and research functionalities. Methodology for software development is Fidelity’s FSDM which has both Agile Scrum as well as traditional Waterfall variations.

Confidential, Dallas, TX

Management Consultant

Responsibilities:

• Senior Project Manager on an internal Global Procurement project to optimize and standardize procurement processes to leverage global purchasing power. Phase 1 completed and consisted of current state and future state assessments and recommendations to capture substantial procurement savings across the global network.

Confidential, Dallas, TX

Scrum Master

Responsibilities:

• Scrum Master and overall lead for eCommerce cloud solution requirements and implementation. Application development team coordination for resources in the US, Europe, and India.
• Agile development methodology was used for rapid software application development, test and delivery. Technologies were primarily Java/J2EE utilizing Confidential WebSphere Commerce as a framework. Website eCommerce storefront was successfully deployed and went live according to plan and schedule.

Confidential, Detroit, MI

Regulatory Compliance Project Manager

Responsibilities:

• Project Manager on Anti Money Laundering (AML) Auto Lending and Mortgage Implementation working with Ernst and Young team in New York. Engagement involved process and systems changes and developed a new case management tool
• Ally’s AML processes in auto lending and mortgage systems. Status reporting to senior Ally management as Ally prepared for compliance alignment to prepare for the stock IPO.

Confidential

Enterprise Project Manager

Responsibilities:

• Enterprise Project Manager Mortgage Warehouse Application Upgrade: $2.2M application upgrade, enhancements, integration, Transition and Transformation. Business process analysis and Lean process value stream mapping of mortgage warehouse area and flow diagrams to eliminate process waste and drive down the FTE footprint from 5 to 2 FTE to manage the wires and other processes.
• Project succeeded in automation of manual wires processes which saved Comerica over $250,000 annually while decreased risk of error and enhanced audit compliance.

Confidential, Detroit, MI

Enterprise Consultant/Portfolio Manager

Responsibilities:

• Led Successful Large-Scale Project to Automate Manual Tank Tracking System at Lima Ohio Tank Plant: (LATP) Project objective was to automate the vehicle tracking and reporting system and processes at the Lima, Ohio facility where M1A1 Abrams tanks and Marine Expeditionary Vehicles. The Project automated the reporting process utilizing a touch screen technology.
• Transition and Transformation Portfolio Manager: Led Transition and Transformation initiative to offshore the Steady State maintenance and Project Portfolio work across 60 enterprise Chrysler applications in the Mopar Division. Team consisted of 15 onsite developers and 35 offshore resources. Steady State Portfolio Manager: Managed portfolio of 61 enterprise applications including demand management, project prioritization, oversight of project management onsite and offshore. Responsible for overall project delivery within portfolio. Led eCommerce automation enhancement that saved Chrysler over $500,000 a year in costs.