SUMMARY

• 15 years in technology and financial services industry with broad experience in wealth management, investment banking, retail banking, and others. Strategically driven, recognizing the need to balance strategy with effective tactical delivery.
• Extensive project management experience in planning, execution of multi - stream projects involving globally distributed teams with complex business and technical issues. Experienced in leading business and technology teams.
• Delivered BPM Center of Excellence with Agile development process and cross organizational governance structure.
• Delivered a new data warehouse platform for Private Banking with CMMI L3 governance. Implemented new ETL.
• Delivered SOA and ESB shared services Center of Excellence. Pioneered process reengineering methods within Bank.
• Implemented a global network between Abu Dhabi, Shanghai, European net & NYC. Developed a far east data center.
• Managed an infrastructure migration of 1,400+ applications and 1,100 servers and a top 100 manufacturing company
• Strong background in quality frameworks (CMMI, ITIL, CobiT, Six Sigma). Expert knowledge in governance and control processes. Deep experience of software development methodologies: Structured (Waterfall, V), Agile (Scrum, FDD, TDD, JAM /JAD), RUP (incremental process), RAD and project management tools (MS Project, Clarity, Plan View, others).
• Expert process architect with deep knowledge in process re-engineering business processes architecture, business and IT lifecycle management, BPM development and process modeling. Strong collaborative liaison for integrated business & IT.
• Deep experience in setting technology directions, establishing best practices for Development as well as Infrastructure.
• Extensive application experience in design and development spanning a wide range of technologies including: Java/J2EE, JS/JS Frameworks (jQuery, ExtJS, Sencha Touch), C/C++, databases (Oracle, MSSQL, MySQL, DB2, MongoDB) BPM (Appian, Pegasystems, Tibco), .Net, ESB( Confidential, Tibco, Mule), Web (HTML 5, Dreamweaver), data warehouse, BI
• Extensive infrastructure experience in lifecycle management, capacity planning, networking (Cisco, Juniper, F5) server platforms (x86, Confidential, Oracle/SUN, Cisco, VMware) storage (SAN/NAS, virtualized), data center build-out and migration.
• Strong leadership skills in developing teams, mentoring, execution. Strong business partnering and business analysis skills.

PROFESSIONAL EXPERIENCE

Confidential - New York, NY

Project / Service Manager

Responsibilities:

• Initiated and led the business process management (BPM) service to accelerate BPM usage across several FED business units by introducing a Center of Excellence ($12M). Responsible for developing BPM service definition, infrastructure implementation, business engagement processes, Agile BPM development methods. Managed planning/forecasts & costs.
• Initiated and led an enterprise service bus (ESB) service for major FRB applications. Responsible for all aspects of the program: developed strategy, full service definition, financial forecasts, selected technology (ESB & environment), developed complete support plan, developed a governance process across IT, developed a complete infrastructure design.
• Introduced document databases (MongoDB). Developed strategy and cross organizational use cases. Completed contract.
• Developed strategic business case for an automated deployment service. Developed RFP & strategy for product selection.

Confidential - New York, NY

Global Project Manager

Responsibilities:

• Led delivery of network infrastructure between New York and Abu Dhabi for new campus in the UAE. Responsible for all aspects of scheduling & cost ($1.2M) working with a global team and vendors providing resources and technology.
• Managed design and feasibility study for a new network hub and data center in Singapore. Responsible for service planning, high-level design element development and business case development. Worked with other global teams to identify cross-project opportunities for service efficiencies. Managed data policy review for data held outside of US.
• Led testing team and successfully demonstrated application acceleration for NYU's core academic web portal systems.

Confidential - New York, NY

Project Manager

Responsibilities:

• Managed the development of a new data warehouse platform for the US Private Bank. Develop new strategic fit, ETL process enhancements, a new disaster recovery solution, data/content management reporting. Team: 10 offshore, 4 on.
• Led delivery of a cross-regional data masking effort for 49 large applications. Managing a PMO of PMs and technical leaders, mixed onshore/offshore. Overall project director of solution delivery, budgets, and environment stability of completed solution. Developed PMO processes of change management, forecasting & compliance. Budget $750K CTB.
• Delivered CMMI Level 3 governance process and developed templates for cross-projects and project management.
• Developed ITIL infrastructure services and environment platform (SharePoint). Drove environment and DR analysis.
• Managed multiple development programs across PB. Developed web reporting and middleware environment. Team: 10.

Confidential - New York, NY

Project Manager

Responsibilities:

• Implemented a total infrastructure migration project for a major data center with 1,400+ applications and 1,100 servers. Collaborated with senior management on contract (SOW) interpretation and management. Structured migration process, worked with customer leadership on process qualification, managed customer reporting and metrics. Team size 86 people and a budget of $14M. Managed team to grow revenue by $500K through sale of new software platform. Maintained communication Confidential multiple levels of management, including those external to the organization. Led technical teams (architects, engineers and technical analysts), defined and initiated projects, and developed and managed project delivery schedules. Presented weekly dashboard on project status and issues. Used Agile processes for PMs and migrations.
• Managed and delivered an enterprise DR/BCM planning project for a major financial client. Developed a software infrastructure migration to support active DR solution. Developed and updated DR/BCM policies and procedures. Partnered with customer leadership on process qualification and change board. Managed customer reporting and metrics management. Team size of 14 people and a budget of $600K. Implemented a DR governance program.
• Managed vendor relationship with vendors supplying PMs, analysts and technicians. Drove review of metrics process.

Confidential - Weehawken, NJ

Senior Project Manager and Process Architect

Responsibilities:

• Drove coordination/execution of several projects. Managed budgets, people, cost proposals and total cost of ownership.
• Managed new SOA and BPM service ($15M/2 years). Managed delivery of business and operations functions, establish program’s technical standards, produced the design and engineering artifacts. Program’s standards became Firm wide. Managed team of project manages, senior engineers and development managers. Managed PMs, DBAs, & engineering.
• Managed Business Process Management (BPM) service and Center of Excellence. Pioneered process reengineering methods, developed BPM based patterns/techniques, developed training materials. Consulted with/for Business & IT.
• Managed a re-architecture of information services for client on-boarding/new account opening rewrite (Core, AHA).
• Managed SDLC revitalization program. Partnered closely with Sr. management on project management guidelines, risk mitigation guidelines, and reporting. Introduced Agile methods. Coached and managed teams for several deliverables.
• Drove continuous improvement on SDLC using CMMI & Six Sigma, leading to firm-wide best practice adoption.
• Managed Firm’s process governance and SOX/regulatory programs. Leader with Sr. management developing processes and controls. Drove reporting and metrics for development and infrastructure projects. Built management scorecards. Added ITIL services for IT governance. Provided services catalog, best practices and a SharePoint service implementation.
• Implemented new change management process with controls and reports. Provided management scorecard.
• Drove/Chaired integrated steering committees for platform review and initiation. Business liaison and advisor to QA.
• Delivered off-shoring strategy. Developed project for moving of 300+ priority applications; reduction of $450M/3 yrs.
• Delivered firm’s first complete logical information model and business model with application interaction model.
• Proactively provide input and suggestions for continuous improvement in process efficiency and business performance

Confidential - New York, NY

Director - Chief of Staff

Responsibilities:

• Managed requirements process with business for new and current projects. Worked with development staff and Finance to develop business cases. Provides analysis and recommends tools/processes to senior management for development. Project manager for offshore processes and resource growth. Approval authority for contractor hires and extensions.
• Delivered critical issues for web-based branch systems, avoided $600K in cost. Drives PMO-development/business action plan resolution. Drives system security/compliance review process. Remediate issues. Ensured CMMI compliance
• Delivered new software SDLC with additions for testing, project management and reporting guidelines. Delivered new PM tools: redesigned a customized Plan View implementation, implemented new PM workflows. Consolidated time collection and project reporting. Developed project/release gap reporting. Delivered six months early.

Confidential - New York, NY

Portfolio Manager

Responsibilities:

• Managed development portfolio for 5 programs with 140+ people, servers, network and databases; grew 200% annually.
• Delivered data warehouse platform for Risk Management services in the IB. Managed development schedule planning and impacts for 4 locations (three in US and one offshore - India) Managed cost and resources of contractor and FTEs. Forecasted resources on a multi-year basis. Decreased costs by $2.0M throughout the projects by smoothing resource requirements across the delivery models. Managed general architecture and data interactions. Introduced Agile Scrum to the development team.
• Developed software quality standards to insure compliance with CMMI and bank quality standards. Managed software review resources. Responsible for SLA reporting with key stakeholders. Increased quality by 20% through metrics reporting.
• Managed ITIL service implantation for data warehouse platform. Developed IT and business data interchange services, best practices & metrics. Delivered service catalog, request/review process, documented method for new on-boarding process.
• Controls Officer - responsible for technical and risk audits, infrastructure security audits and disaster recovery planning.
• Managed QA team setting requirements for acceptance, managed business interface, drove automation and reporting.

Confidential - New York, NY

Director - IT Financial Management

Responsibilities:

• Architected and developed new Confidential IT chargeback system and process for $243M (30% of corporate spend). Chargeback process was appraised by Gartner and awarded “world-class” status. Designed and implemented technical IT forecasting processes and transparent documentation. First to develop such IT processes in Confidential . Confidential Chairman’s Award winner.
• Managed and developed IT’s Web/SQL based financial system. Designed and developed the IT Web financial reporting systems, then integrated the IT system with corporate systems (JDEdwards/OutlookSoft) to enhance accuracy and reduce cost. Subsequently reduced monthly close process (by 5 days) by reorganizing business processes and modified the IT process. Integrated IT’s system with DB2 and SAS for multi-year forecasting and extended processing.
• Managed ITIL service delivery project for IT chargeback. Developed IT services, business interactions web reporting, best practices and metrics. Implemented business focused web portal, daily metrics and usage billing. Published a service catalog.
• Delivered design/planning and budgeting for Fixed Income development and infrastructure. Managed all outside vendors.
• Directed Confidential capacity planning for mainframes, servers, desktop and network. Developed capacity planning tools/process. Produced annual report for Board of Directors, Federal Reserve Bank, SEC, NY Banking and Congressional Budget Office.
• Directed firm wide QA for IT finance in all areas, drove and coordinated end-user testing, managed quality standards.
• Member of the Executive Leadership Council. Provided technical service architecture, ROI and business directions.
• Managed the IT relationship and IT P&L ($26M) for Confidential ’s partner Omgeo. Developed several IT business cases and plans.

Confidential - New York, NY

Vice President and General Manager

Responsibilities:

• Delivered new security services including monitoring services and hardware solutions. Software solutions included proprietary monitoring and reporting solution (developed in Java and C++). Drove $3M in revenue in first six months of operation.
• Built new international, operationally focused, multi-service delivery organization. Developed of new tools and processes.
• Directed the service delivery and profitability for $36.1M in annual contracts; Grew contract base $2.3M in four months; Implemented P&L contract management process for all cross-functional service delivery.
• Developed corporate Disaster Recovery (DR) plan and delivery process, then developed new DR and Business Continuance (BC) offerings based on Legato and EMC NAS for clients to defer infrastructure investments and product development costs.
• Managed server operations for 2500+ UNIX servers (Solaris, BSD, Red Hat) and 900+ Microsoft servers (NT/2K/XP). Developed new operational tools and standards for server management and problem resolution, reduced time to repair by 25%. Developed new tools to provided early warning of server issues and/or failures. Generated reporting and process tickets.
• Managed technical network operations: 500+ nodes and 7000+ circuits. Developed new management strategy and restructured network and data center operations in New York, London and Santa Clara into global teams providing 24x7 coverage from 3 sites (using a follow-the-sun strategy). Improved efficiency by reducing costs by 15%. Reorganized data center operations using priority work queues from global operations and cut costs 23%. Received considerable bonus.

Confidential - Torrance, Ca

Vice President - Technical Services and IT

Responsibilities:

• Drove Professional Services growth by 180% and grew Training revenue by 172%. Developed service channel program for Professional Services to reduce costs and drive added revenue.
• Successfully implemented new helpdesk/call center and technical support strategy. Reorganized call center model and implemented metrics for response time, time to repair and recurring problems. Quality improved 57%+ over six months. Implemented 24x7 customer support to drive revenue and bolster customer satisfaction.
• Implemented new processes to support sales and marketing initiatives. Developed a helpdesk interconnection to the CRM system and process. Drove new requirements and customer feedback to CRM for up-sales and growth based sales.

Confidential - Harrison, NY

District Manager - Program / Product Manager

Responsibilities:

• Managed Confidential &T network management services portfolio generating $50M in annual revenue. These services were available in 54 countries and in 10 languages. This suite of products was awarded “Best in the world in 1999” by Data Communications.
• Drove strategies and managed development projects integrating Web and business functions. Integrated functions with Confidential &T delivery services and new operational models. Worked with management to identify new markets, determined positioning, developed business plans. Cut costs and increased productivity.
• Developed custom solutions and directions for key customers; Drove platform function and delivery. Managed integration projects focused on Confidential &T system platforms. Introduced customer sat scorecards.
• Other responsibilities: Customer and consultant briefings, development of product and business goals, provided product market forecasts, wrote white papers and strategy papers, provided guidance.

Confidential - Harrison, NY

Product Development Manager

Responsibilities:

• Managed concept, design and development for Confidential Web business portal to clients. Developed portal in WebSphere on AIX and OS390. Managed teams in US, UK and Europe. Portal grew to become the first standard Global Services delivery web portal. Successfully delivered content delivery strategy in WebSphere/Java and C++. Received Divisional Excellence Award.
• Development Project Manager/Liaison - Confidential Network Hardware (La Gaude, France) Selected for a one year assignment in the French Development Lab in La Gaude, France (French Riviera) - Design consultant. Served as Engineering liaison for US management. Confidential platform-Project $45M.
• Managed cross-divisional development team of large distributed network configuration database in DB2 on AIX to consolidate network repositories. Delivered corporate network inventory system with links to operational tool suites. Enabled all parts of the enterprise to use network data for customer facing operations. Database managed 4M records and all changes.
• Developed strategy and implementation for Confidential Global Service’s worldwide network management system in OpenView/AIX providing increased incident visibility by 70%, integrated cross-network command and control of 10K+ nodes. Developed a global network management correlation engine for incidents across 10K+ nodes. Held several titles Confidential including: Senior Solution Architect, Product Designer, Senior Programmer and Senior Product Manager.
• Managed a global IT development staff, developed four major products, led global system management architecture team, and led custom solution response teams for custom service requests for solution management. Managed people in US, UK, and Netherlands; Group of 50 people - built global Web/business tools.
• Implemented global strategy for service business system for cost bill-back and shared resource accounting. Built - task cost models, organizational budget models, international rate tables for bill-backs and tracked depreciation with complex regulations. Implemented Web interface for customer information.
• Served as Technical Consultant to executive management. Focused enterprise customer satisfaction and product direction. Implemented new business processes and metrics, benchmarked process flows, analyzed costs. Cut costs $12M.
• Solutions Manager - Advantis Custom Solutions. Provided service delivery designs for data centers; Team booked $550M in 1994. Led transition teams. Worked closely with Sales to win $384M in revenue (presales presentations and proposal writing).
• IT Solution Developer and Project Manager. Solution developer, designer and architect - provided solutions for internal divisions and corporate Confidential . Designed and implemented cross-division billing and accounting system using C/S interface and database. Designed and led implementation of a large distributed OO database for client configurations. Visual C++