PROFILE:

• Project/ Program manager professional with a record of 15+ years successful delivery of project releases in the $2MM to $50MM range utilizing in house, offshore, and vendor resources.
• Former VP of application development, accomplished in all Project Management methodologies including Waterfall, Agile, RPD, and Iterative.
• Demonstrated expertise with the SDLC and PMLC.
• Responsible for the implementation of enhanced cyber defenses in application, network, database and server security.
• Primary focus has been in IT delivery within Finance, Media, and Law and have encompassed a wide range of functionality from Retail Lending to Wholesale Banking to Investment Management and Low Latency Data Delivery supporting algorithmic trading platforms.
• Rescued Marketing Communication initiative to facilitate delivery of new system and SDLC compliance
• Developed levelled a plan for 47K hours and 85 resources - implementing actionable plan
• Successfully managed the development and QA effort for all code drops.
• Upgraded Ratings Product infrastructure for $400MM line of business
• Provided seamless upgrade for Ratings Applications with enhanced stability, scalability and reduced latency in data replication and distribution.
• Managed review of application security, data encryption, penetration testing and resolution of any identified vulnerabilities.
• Developed, Implemented and Managed the US TPAT (Target Platform/ Application Transformation) program with development, QA, security, encryption and data masking requirements.
• Delivered 35 transformed applications.
• Implemented modifications achieving 20% improvements in daily system operations as measured by data delivery timelines, error reduction and performance.
• Spearheaded the assessment of the Cognos development platform and achieved $3MM in annual savings.
• Implemented standard PMO methodology in the development of scheduled releases for Citi Direct
• Achieved 20% increase in delivered enhancements
• Delivered 50% reduction in defects entering in QC
• Drove a 95% reduction of post implementation defects.

EXPERTISE

SDLC/ PMLC

Application Security/ Cyber Defense

Data Center/ System Migrations

Low Latency Data Distribution

CRM/ SalesForce

Confidential Management

Delivery/Release Management

Networking

Data Warehousing/Business Intelligence

Compliance

Data Management

Infrastructure Builds

EMPLOYMENT HISTORY:

Confidential

Delivery/ Project Manager

Responsibilities:

• Working as part of the senior management team for this multi-faceted telecom company, established sales channel methodology and marketing strategy
• Worked with telecom carrier to ensure customer was properly onboarded, rate cards were deployed, and route quality was acceptable as defined by ASR and ACD
• Worked with customer and carrier to resolve issues, mitigate risks and deliver service.

Confidential

Delivery/ Project Manager

Responsibilities:

• Rescued planning effort for Marcom/ XMPIE initiative to facilitate delivery and SDLC compliance
• Developed levelled a plan for 47K hours and 85 resources - recovering from a severe SDLC deficit
• Utilized MS Projects for creating Financial Reports pertaining to Run Rates - Actual rates vs blended rates
• Managed and provided forecasted financial projections giving estimates to completion
• Successfully managed the development and QA effort for successful delivery of three code drops
• Developed reporting and communication strategy to provide transparency to project stakeholders

Confidential

Project Manager

Responsibilities:

• Working as part of the Global Operations and Reliability group this project effected process and architectural changes to ensure reliability and stability of Ratings delivery onto CIQ and XpressFeed platforms to address issues (Replication errors, Performance, Capacity and Latency) with the Ratings Price Processor database.
• Successfully deployed infrastructure in a multi phased effort with database, application and web servers for the Ratings Direct product with migrations to managed service.
• Successfully managed the deployment of Golden Gate to achieve latency reductions.
• Audited and enhanced application security with code reviews, network/ port audits, server scans, ethical hacks, and penetration testing and subsequent remediation to password, server and network defense capabilities utilizing industry standard risk assessment, threat analysis and full spectrum ISMS standards implementation.
• Met all KPI’s in reducing operational risk, while simplifying technology solutions and improving scalability.

Confidential, Wallington, NJ

Product Manager

Responsibilities:

• Drove the implementation of product enhancements to the firm’s project management document control system to align with marketing strategy to exploit the two preferred sales vectors of direct software sales and staff augmentation. Solution supports Agile, Iterative, and Waterfall methodologies.
• Oversaw technical team priorities, forged alliances with external partners and supported sales staff.

Confidential, Jersey City, NJ

Delivery Program/ Sr. Project Manager

Responsibilities:

• Drove and managed the business application transformation of 45 core applications across multiple global teams
• Developed and managed 45 separate project plans, WBS, scheduling, resourcing, dependencies and daily/weekly tracking and stakeholder reporting
• Spearheaded the transformation/migration of a total of 35 component applications from analysis through transformation specifically focusing on functional and performance testing through to a pre-migration state
• Coordinated deliverables from matrixed resource teams including technology infrastructure, profiling, on-boarding, QA and networking team in preparing sand-box and testing environments
• Maintained/ managed all required TP artifacts: project plans, risks and issues, RAID log, Scheduling/Run Book, Communication Plan and multiple SharePoint sites and dash-board
• Directed deployment functions and oversaw post production validation with vendors and Confidential technical teams on software, kits, access, migrations and service requests
• Extensively worked with the PMO and Project finance teams to design reports using MS Project pertaining to SOW estimates by function, Weekly reports that match the spend-to-date against original SOW estimates

Confidential, Bethpage, NY

Program Manager

Responsibilities:

• Identified and resolved critical data quality and operational issues relative to newly developed fact and dimension tables.
• Enhanced reporting capabilities for Proof of Performance by measuring user experience/ duration on special media marketing channels with User experience metric development/
• Managed Cognos development team through the data discovery, framework development and report development on critical Day 1 deliverables.
• Managed the deployment of needed precursors to initial system rollout.
• Managed steady state operations on legacy data warehouse for enhancements to model, ETL and data sources, break fix efforts, and upgrades.
• Managed Consolidated Billing scoping effort across two major media properties to assess viability and ROI

Confidential, Greenlawn, NY

Project Manager

Responsibilities:

• Analyzed reporting requirements and worked with firm’s attorneys to develop full understanding of MMSEA Section 111 mandates
• Designed and implemented database to capture required information
• Defined data requirements transfer sheet for initial GHP data transfer to Confidential
• Designed UI for data entry and associated workflow documentation for additional data as required
• Developed reporting modules for data transfers to CMS
• Designed and documented workflow for exception reports, quarterly reporting, and case roll offs.
• Worked with principals in pre-sales presentations to various governmental bodies.

Confidential, Jersey City, NJ

Program Manager

Responsibilities:

• Developed and program wide reporting framework providing tangible measures of program health across all of program’s dimensions.
• Manage a portfolio of 16 projects within the Citi Direct Program.
• Oversee the efforts of the Technical Project Managers
• Managed Data Center Migration from Maryland to Midwest Data Center for applications within portfolio.
• Vendor management of staffing and business solution vendors
• Managed Vendor relationship for proposals, quotes, client feedback and discrepancies.
• Develop and implement communication strategy for senior management for all initiatives in the Program.
• Train existing/new Program Management Office staff.
• Dual role as Project Manager for Infrastructure projects for real time replication and Data Center migration.

Confidential, New York, NY

Program/ Project/ Technical Product Manager

Responsibilities:

• Manage a portfolio of projects within the Thomson PMO including low latency development, client migration to strategic news platform, news portal (white label) development, and data center builds.
• Manage the end to end development and deployment of Ultra Low Latency NewsScope Direct (NSD) product delivering news/ data within 10ms of release
• Manage the entire SDLC from project definition, project scope, budgets, work streams, priorities, and customer trials
• Analyze Business Requirements for data sourcing, defining data content and attributes, map workflows, and map data flows.
• Created Project WBS for individual system components
• Plan resource allocations from world wide matrix organization.
• Manage worldwide workforce developing new system components to provide Ultra Low Latency data
• Coordinate activities of project managers. Technical leaders, Developers. QA staff, Network engineers, client side development and infrastructure resources to ensure timely delivery of the product
• Managed migration of new content to Low Latency Data Feed system.
• Created and maintained project plans in Clarity and MS Project
• Created weekly and monthly status reports in Clarity
• Manage the integration of Thomson Next News component into client side portals
• Developed Requests for Proposal (RFP) for low latency technology partners involved in the microsecond generation, processing and distribution of data streams.
• Manage the development of the Thomson Next News Portal strategy and initial development of News components
• Managed vendor relationships with technology providers, data center hosting solution providers.
• Owned the implementation of instrument taxonomy to new customers including RIC codes, macroeconomic indicators and specialty data points distributed through the system.
• Managed the RFP response process from prospective customers.
• Managed NSD project from initial concept (zero code) to client beta in 6 months
• Delivered best in class product
• Negotiated $400K in discounts from vendor for hardware and support
• Developed procedures for onboarding new customers within the enterprise divi.sion to ensure timely processing and integration with deployment teams as well as enhanced protection of data assets to minimize republication

Confidential

Project Manager/ Technical Lead

Responsibilities:

• Provide customized, comprehensive data solutions for fixed income portfolios enabling VaR methodologies and metrics and other analytic metrics.
• Manage multiple vendor environment ensuring complete understanding of deliverables
• Manage risk strategy for identifying and mitigating risks.
• Track variances with established Service Level Agreements and resolve issues
• Manage communication model providing comprehensive reporting of status
• Manage issue escalation procedures ensuring timely resolution
• Deliver required utilities on time, budget and scope, in a fully integrated, “small footprint” solution.
• Realized significant cost savings by utilizing open source encryption technology
• Trained client staff on program execution, key generation and exchange.

Confidential, Lake Ronkonkoma, NY

Chief Technologist/ Business Manager

Responsibilities:

• Modified and brought firm’s billing system into ABA compliance;
• Introduced quality assurance programs to ensure efficiency and completeness in the work of associates;
• Restructured account receivables processes to maintain even cash flows;
• Integrated firms practice management system with large casualty insurance carrier’s billing and matter management system.
• Client Relations
• Billing questions
• Billing disputes
• Collections
• Human Resources Manager
• Payroll
• Health Plan Administration
• COBRA Administration
• Recruitment Manager
• Accounting Manager
• Accounts Payable
• Accounts Receivable
• Enhancement of accounting software generated LEDES files
• General Ledger
• Risk Management
• Physical Plant security
• System security
• Insurance Administration
• Systems Management
• Application Development
• Network Administration
• Application Administration
• Restructured the firm from event driven assignment to management of portfolio of cases by legal staff
• Automation of billing system;
• Introduction of automated dual calendaring system;
• Development of extensive MIS reporting suite for partners;
• 25% net revenue growth.

Confidential

Project Manager/ Development Manager

Responsibilities:

• Manage the end to end integration of infrastructure and applications for newly merged entities
• Managed the integration of the corporate client master within the investment management applications.
• Developed client onboarding solution for KYC and AML regulatory compliance with front office, compliance, and operations.
• Manage technical team in the extension of data warehouse in quantifying newly defined key performance indicators of mutual fund complex
• Manage technical team in the development and deployment of web based dashboard utility.
• Manage worldwide technical resources in deployment of channel specific Global Cash CRM initiative providing comprehensive worldwide client relation management and information sharing across the enterprise.
• Managed vendor selection activities to evaluate and select sales support components based on available feature set, vendor strength, total cost of ownership
• Established cross functional team for development and evaluation of Requests for Proposals
• Rationalized and prioritized all issues arising from different priorities assigned to specific functionality, interoperability with existing systems, and modified business processes resulting from system deployment.
• Managed Vendor relationship with respect to support, planned enhancements, required enhancements, and negotiated licensing fees.
• Analyze business functions, define business rules and data requirements.
• Responsible for the managing vendor resources in integration and compliance of business rules.
• Manage the entire SDLC for the merger of mutual fund complexes with respect to data warehouse, CRM and accounting subsystems.
• Responsible for the definition creation of the WBS and subsequent management of deliverables across the enterprise.
• Plan resource requirements to meet planned deliverables and manage availability.
• Developed enhanced Wealth Management reports for Institutional Clients
• Manage MS Project plans, resource allocations, vendors, risks, issues, run rates, with weekly reports to management.
• Increased the number of Key Performance Indicators captured by the Mutual Fund Data Warehouse encompassing all dimensions of the Mutual Fund Distribution business
• Development of rollout of web based MIS reporting suite incorporating reporting capabilities for newly acquired CHASE assets
• Integration of legacy platforms into single accounting/ reporting system
• Worldwide rollout of CRM/ sales tracking suite to support Mutual Fund Cash business
• Integration of offshore vendor resources into development support environment to reduce costs and facilitate 24/7 coverage for new business model
• Training of new IT and business staff in workflow/ systems components

Confidential

Technical Project Manager/ Development Manager

Responsibilities:

• Plan deliverables with associated timelines
• Manage resource availability from within and outside (vendor) the enterprise.
• Manage JAD sessions to define and source newly defined KOM’s
• Analyze KOM dimensions and work with business to understand workflow and data flows through system to ensure accurate reporting.
• Negotiated SLA’s with internal data content providers
• Negotiated priorities/ deliverables with business units
• Manage conflicts in priorities for teams delivering to this effort.
• Defined SOW for vendor deliverables
• Assume role of data architect and serve as a resource for IT and business staff in evaluating feasibility of quantifying KOM’s; defined new data models for staging and reporting data
• Manage infrastructure staff to ensure system availability
• Manage Oracle upgrade schedule to ensure platforms were supported
• Manage budget and prepare weekly presentations for Operating and Executive Steering Committees detailing risks, issues, remediation efforts, project performance (actual vs. budgeted costs relative to deliverables), and overall assessment for future progress.
• Develop and manage project plans in MS Project.
• Developed utilities to utilize data capture platform rather than primary accounting engine to reduce latency and contention

Confidential

Management Associate

Responsibilities:

• Development of project plans and Statements of Work
• Review of existing and proposed production and development environments
• Recommendations and review of technical architecture
• Help draft responses to clients and potential clients for RFP’s, RFQ’s and SOW’s
• Branding and relationship strategy development.
• Ensuring client objectives were clearly delineated and achievable within the project activities proposed;
• Ensuring budgetary and resource requirement and allocation frameworks accurately matched deliverables

Confidential

Technical Lead/ Project Manager

Responsibilities:

• Manage SDLC from requirements gathering through UAT
• Conduct analysis of business requirements to ensure requirements defined and matched against deliverables
• Plan project activities, manage resources and schedule deliverables
• Developed compliance system for generation of: penetration reports, concentration reports, compliance review of convertible arbitrage trading
• Coordinated activities of data warehousing group,Database Administrators, development staff, infrastructure groups and various Legal and Compliance areas.
• Served on technology infrastructure steering committee to provide guidance on best practices and technology platforms.
• Delivered completely redesigned and enhanced suite of reports providing more timely and complete position reporting.

Confidential

Vice President,Application Development

Responsibilities:

• Support Confidential Distribution Group, Corporate Communications and Financial Reporting.
• Manage the entire Software Development Life Cycle for CRM development and deployment of CRM system.
• Managed entire project for conceptualization, development, deployment and support of CRM system.
• Work with Business unit to analyze and codify business requirements
• Define work flow
• Define functional requirements
• Manage Sales Tracking Data Warehouse development project
• Negotiate SLA’s for data delivery and quality from Transfer agent
• Resolve conflicts arising from account assignments, classification of data, and reporting perspectives as they arose.
• Manage development of Wealth Management reports for Defined Benefit and Defined Contribution clients
• Manage budgets and report project performance to senior IT management
• Plan project deliverables and tasks in MS Project and manage resource allocation to achieve same.
• Deployed nationwide CRM system with sales tracking capabilities
• Developed Data Warehouse for sales tracking by region, product, period, and distribution channel.
• Deployed Phase II of the data warehouse to provide access to current, historical, and projected revenue for Confidential Complex.
• Developed application for on-demand wealth management client communication vehicles for reporting portfolio characteristics, performance, and position to Institutional and High Net Worth clients.