SUMMARY:

• Banking - Brokerage - Retirement Products
• Application/Software Development - Program/Portfolio Management
• Seasoned project/technology manager; extensive experience in software development and deployment utilizing a variety of operating environments across multiple organizations.
• Business strategist; plan and manage multimillion-dollar projects aligning business goals with technology solutions to drive process improvements, competitive advantage and bottom-line results.
• Excellent communicator; leverage technical, business and financial acumen to communicate effectively with client executives and their respective teams.
• Expert in waterfall project management and experienced with agile methodologies. Able to manage large project teams and known for high-quality deliverables that meet or exceed timeline and budgetary targets.
• Dalbar Seal awarded for development of 401(k) Statement Design and Implementation.
• Proven decision-making ability in identifying and solving technical problems. Experience implementing appropriate technology and methodologies to improve software reliability.
• Proficiency building and maintaining detailed project plans incorporating reporting metrics, risk identification and mitigation strategies and working with senior management.
• Team builder with 20+ years of experience in all phases of the SDLC, budgeting, staff development (involving diverse teams with on and off-shore resources), talent recruitment, coaching, mentoring, and motivating technical staff with a constant focus on stakeholder needs and bottom line results.
• Developed and managed 401(K) trading platform (Equities, mutual funds).
• Authored ML Retirement Group data strategy - integrated with firm-wide initiative.
• Managed technical teams through acquisition and integration of three firms.

SKILLS SUMMARY:

Project Management

Custom Software Development

Program Management /PMO

Enterprise-wide Implementations

IT Strategy Development

Acquisition/Integration

IT Project Lifecycle:

Requirements Analysis

ROI Analysis

Costing & Budgeting

Project Scheduling

Testing/QA/Rollout/Support

Value-Added Leadership:

Cross-Functional Supervision

Team Building & Mentoring

Client Relations & Presentations

Business & IT Planning

Vendor Management

PROFESSIONAL EXPERIENCE:

Confidential, Pennington, NJ

Program / Project Manager

Responsibilities:

• Liaised with business partners and stakeholders continually to ensure business goals are met.
• Developed and maintained MS Project plans and WBS to track progress to milestones.
• Tracked projects following DMAIC phases.
• Collected and maintained appropriate artifacts in SharePoint and firm-wide project management tool GPP (Global Project Portal).
• Participated in tollgate reviews for each DMAIC phase.
• Identified and tracked project risks throughout project lifecycle.
• Held weekly project status calls with stakeholders from requirements definition and sign-off through UAT (User Acceptance Testing) and deployment.
• Reported project progress to management on a weekly basis in both reports and via firm-wide management tools.
• Raised issues (as appropriate) to management to mitigate risk and/or adjust project plan/deliverables to accommodate changes.
• Tracked variance to budget (in Clarity) throughout development effort.
• Baselined requirements (as defined in CaseManager) and adjusted plans/deliverables as appropriate to reflect changes in scope, budget, etc.
• Involved other areas as needed (e.g., Architecture, Engineering) to ensure compliance with firm standards.
• Participated in all testing phases - working closely with Tech and Business partners to gain sign-offs for each before advancing to next testing level.
• Documented and maintained ongoing issues list using HP QC (Quality Center) for entire project lifecycle.

Consultant

Confidential, Pennington, NJ

Responsibilities:

• Established two teams of ten consultants each to monitor account openings and data integrity of existing and merging of accounts.
• Supported Client On-boarding and Data Governance area including telephone support working closely with ML management team and internal clients.
• Interviewed and oriented new staff to the environment.

Manager

Confidential, Trevose, PA

Responsibilities:

• Managed team of 20 office staff - responsible for preparation, tracking, reporting of census forms used by field personnel.
• Worked with management team to appropriately allocate staff, track progress to goals, resolution and escalation of issues.

Confidential, Pennington, NJ

VP Technology

Responsibilities:

• Retirement Technology Group
• Stock Option System
• Managed team of 27 developers supporting and enhancing existing SOP system.
• Integrated off-shore resources, including contract negotiation, budgeting, planning and deployment of scheduled software releases.
• Involved with technology strategy planning, platform upgrades (Oracle 10g), new deployment strategies (SCM), migration of existing client transmissions from UNIX platform (Crontab) to Autosys.
• Participant Statements
• Produced and mailed 2.1 statements quarterly within ten day window using ExStream software (after evaluating competing products and platforms before selecting ExStream).
• Was senior technical person on the national RIT/USA Today Quality Award winning team that also received the Dalbar Award for the ML 401(k) Millennium statement.
• Trading / Reconciliation Systems
• Involved with three acquisitions and integration of staff and technology platforms. Managed staff of 80+ in multiple locations including San Francisco and Atlanta.
• Designed and built the mutual funds trading system supporting all 401(k) trading accounts and their daily reconciliation - calculated daily NAV and weighted price averages for retirement clients.
• Designed and implemented Retirement Group’s Equity Trading platform including automated true-up trading to keep plans reconciled with Trust accounts and related Trust statements.
• Technology Strategy / Data Strategy
• Authored technology strategy document for RGT outlining direction for the three and five year planning.
• Represented the Retirement Group in firm-wide data strategy effort and migration to firm-wide hub.
• Implemented new standards as part of firm-wide initiatives; developed disaster recovery / contingency plans.