SUMMARY:

• Results oriented Program Manager with over 16 years’ experience the Financial Services Industry managing and delivering complex business initiatives including enterprise wide platform redesign, data migration and enterprise change and business transformation.
• Lead international, cross - functional teams in delivering strategic initiatives proven to improve systems, processes and bottom-line results.
• Enterprise wide change management and re-platforming
• Rescue and turn around at risk initiatives
• Regulatory, Risk & Compliance initiatives
• Development of strategic growth plans and alignment of Organization Project and Program Objectives
• Exposure to LEAN, Six Sigma, SAFe
• Leading application and infrastructure change efforts
• MS Project, HP PPM, Clarity, JIRA, Excel, Power Point
• Program and Project plan development
• Digital Transformation
• PMI PMP Certification
• Program and Project Management Consulting in Financial Services Industry (Consumer Banking, Corporate Banking, Insurance, Retirement, Wealth Management)

PROFESSIONAL EXPERIENCE:

Management Consultant

Confidential

Responsibilities:

• Was responsible for the overall execution and delivery of Onboarding Capability under the tier-1 multi-year PA Digitization effort.
• Delivered a new PA Dashboard for the self-service and Advisor assisted portfolio design experiences all the way thru account opening for both electronic and paper channels.
• Strategic planning, prioritization and road map development for the data centric Shared Capabilities program tasked with the delivery of enterprise level multi-channel shared capabilities that would enable the Confidential ’s across the enterprise to leverage the shared capability model to provide participants of all Confidential products with a unified and consistent account opening, servicing and management experience.

Program Manager

Confidential

Responsibilities:

• Led end to end management and delivery of change initiatives for our Top 100 institutional clients within the Service Ring.
• Key initiatives include addition of Roth to the Confidential TDA plans and the Global Key Influencer Initiative to improve the experience Institutional Key Influencers and strengthen the relationship with them.

Program/Project Manager

Confidential, Charlotte

Responsibilities:

• Instrumental in building up the Project Management Office by creating a standard framework, processes and procedures to follow for all projects and programs within the Institutional Service Ring portfolio.
• Led the successful technical delivery of the NY Regulation 200 Regulatory Program and the follow-up Regulatory Settlement Agreement that impacted all Confidential 's within Confidential .

Confidential, Charlotte

Responsibilities:

• Managed a creative team consisting of Information Architects, Interaction designers, Visual Designers, Content Strategists and Copy Writers to deliver the UX design deliverables using Agile Methodology for a very high-profile initiative to re-design the online experience for Confidential customers.
• Led a portfolio of projects within Contact Center Technology including the delivery of an initiative to replace a 10-year old infrastructure that supported applications with a user base of about 25,000 contact center agents at the bank.
• Managed the data migration initiative for the migration of legacy Corporate Accounting data mart to a new Oracle Data Warehouse for regulatory reporting in an environment where stakeholders had very competing priorities and needed a unifying vision for successful delivery of the solution.
• Responsible for leading a portfolio of $10MM Business Sustaining projects under the Borneo Program with the goal of enhancing the bank's capabilities to provide a richer, interactive and personalized experience to its customers.
• Implemented agile project delivery methodology and successfully established the PMO structure and governance.
• Successfully delivered a redesigned web platform for the Independent and Career agents at Confidential .
• This initiative included several firsts at Confidential including use of agile methodology and engineering best practices such as use of design patterns, refactoring, continuous improvement and pair programming.
• Managed a portfolio of multiple inbound and outbound payment program components within the Confidential with combined budgets of over $30MM.
• Directly responsible for managing the vendor relationships with Confidential and its subsidiary companies, Master Card RPPS, Bank of Montreal, Wachovia and RR Donnelley and subsidiary companies.
• Project Manager accountable for the successful outsourcing of the fulfillment of the Confidential “No Hassle Auto Loan” package and subsequent decommissioning of the San Diego fulfillment facility. Was responsible for full end to end technology and people/process change management.

Project Manager

Confidential

Responsibilities:

• As the liaison between Confidential Corporate Trust and Agency Services senior leadership and the vendor's project leadership team was responsible for managing the migration of legacy VMS based money market debt instruments solution dealing with a variety of FI derivatives to the more advanced Money Market Solution (M3) product from the vendor (Open Information Systems).

Project Leader

Confidential

Responsibilities:

• Managed a team of 10 responsible for development and maintenance of our client’ Hector product line used at gas stations installations across Europe including Germany, Poland and Belgium.