Summary

• Banking, Brokerage and Insurance industries specialist in program and project management with minor specialty in outsourcing integration and control.
• Experienced in comprehensive capital planning with efficient maintenance of budget allocations and controls as well as funding proposals.
• Strong emphasis on SDLC strategic planning, management practice models and turn-key operations.
• Proven leadership skills, excel in matrix senior management reporting managed cross functional staff of up to 42 people.
• Consistent in sustaining long-term contractual relationship based on exemplar performance and delivery.

Technical Skills

SDLC Methods: Capability Maturity Model CMM , Six Sigma, Agile/Scrum, PgMP PMI

Professional Experience

Confidential

Program/Project Manager

Responsibilities:

• Manage all phases of the project scope responsible for program and project level scheduling tracking status for multiple projects spanning multiple platforms UNIX. Distributed with JAVA and Mainframe . Depending on project, either Waterfall model or Agile/Scrum development methodology is used.
• Conduct regular follow-up with business users, technical teams and Vendor teams to ensure that all artifacts are delivered on time and all project milestones for multiple initiatives are met.
• Manage strategic project initiatives, updates, and outcomes in a multi tiered project plan with complex deliverables by the use of MS project and client's project Management tool.
• Facilitate Core Team meetings where discussed project progress, identified risks and issues and kept required tasks on track.
• Monitor financial measurements, commitments, project attributes and progress against the project plan through the Task Look Ahead TLA reporting.
• Manage/forecast financial reports and provide weekly spending schedule for a 15 million annual project budget.
• Conduct document audits to ensure requirements, technical artifacts, and approvals were captured and archived according to Affordable Care Act together with ICD-10 Code Set implementation.
• Schedule and conduct Phase Gate and Quality Gate within Change Management and Implementation CMI requirements.
• Managed Centers for Medicare and Medicaid Services CMS enhancements for multiple, concurrent, government mandated initiatives following CMM level three standards.
• Annual Enrollment changes for the B2C Medicare Advantage Plan MAPD and Prescription Drug Plan PDP mandated by Centers for Medicare and Medicaid Services CMS .
• Protected Drug restrictions at POS.
• Capture all Surveillance reporting based information as well as all relevant day-to-day new and updated corporate data on EDW Enterprise Data Warehousing .

Confidential

Program Manager/Architect

Responsibilities:

• Managed and directed a multi-year Data Management and Data Mining of client data store using ETL method which included data integrity analysis of a central Client Information Source monitored, analyzed and rectified data submission from 21 admin systems. Developed and executed action plan in reducing error-rate from 3 - 4 down to 0.2 . Additional enhancements to the firmwide client system are SOX, ALM, KYC and Privacy capabilities. The big data store consists of 30MM clients, 40MM policies and 60MM addresses across 213 Line of Businesses. Managed/resolved daily production support and change management issues with offshore teams from Ireland and India. The technical environment consists of: Web Services, FTP, CICS front-end with batch interfaces and COBOL programming data store resides on DB2 V9 with 200 tables and 12G data.
• Contracted and managed multiple teams in support of B2C portal connection to the Phase I II development, QA, UAT testing and implementation of Producer Life Underwriting System PLUS utilizing NAVASYS software as basis for in-house implementation and customization. The project included teams from diverse corporate entities and with a budget of 40 MM , was completed in 3 years time. The technical environment consists of: IBM Websphere app server front-end with Java, J2EE, SOAP interface to MQ server and invocation by COBOL/DB2 data adapters.
• Managed and delivered Budget Forecasting system unifying all levels of financial reporting under one centralized umbrella. Advantages are standardized reporting, financial restatement, timely delivery and management control across multi organizations. Managed a team of 23 professionals, including 2 project managers. Technical environment consists of: Java J2EE, with HTML and Sybase data store.
• Managed and delivered Third Party App Upload system for use as B2B automated portal submission of life case applications, via agencies such as BISYS, EMSI, IIT and Select Quote. The application submission utilized ACORD standard in XML format for submission into Automated Underwriting Engine. Managed and led project teams across corporate entities to include 3 vendor technical teams off site. Worked with vendor Chief Marketing Officer to define the Internet strategy of mass selling. Technical environment consists of: IBM Websphere app server calls by ACORD XML enclosed within SOAP messages stored on Oracle DB server using rule/cost SQL with two phases commit and passed through to back-end COBOL data adapters.

Confidential

Project Manager

Responsibilities:

• Senior management adviser to direct and plan system development strategies, also responsible in training ML managers assigned to support the Private Client Group operational and system area. Part of the planning strategy is to Re-invent and Web Enable the client account opening and asset management processes. Private Client Asset's management functions included Trading, Checking, VISA Card Issue/Reissue and Authentication, Wealth Management functions, Pension/Retirement Planning, IRA, 401K/529/ESA and Annuities. All Pension/Retirement, IRA/401K and Annuities require special setup with investment objectives and characteristics of Income/Deferred/Variable coupled with Funds selections through Merrill managed financial products. Proposed and directed a multi-year Account Data Strategy and Data Mining effort to consolidate firm-wide data stores and integrated redundant application processes related to the operational support of Client/Account services. Technical environment consists of: Web Services Calls to CICS front-end with XML data structures to DB2 data store and COBOL data manipulation adapters.
• Was functioning as a contract Technical Manager while implementing a re-engineering project of a major client portfolio/brokerage operation. This asset management system CMA was deployed to maintain over 7 million customer accounts with approximately 1.5 Trillion in assets. Functional responsibilities include overall project management of over 42 internal FTEs and external consultants, both onsite and offsite, involved in the development cycles strategic planning of all phases, scheduling, QA/UAT testing and implementation planning are part of the job functions performed written annual appraisal of FTE's job performance, recommended promotional rewards, disciplinary actions as well as year-end bonus distributions. Technical environment consists of: Web Services Calls linking to CICS front-end with XML data structures to DB2 data store and COBOL data manipulation adapters.

Confidential

Technical Architect/Project Manager

Responsibilities:

• At Deutsche Bank, contracted as a senior consultant managed and directed a client/server implementation of a comprehensive trading/investment banking support system dbTrader . Responsible for the code conversion, testing and communication design of the trades processing and settlement functions. These components involve the conversion of existing WANG VS COBOL modules to AIX CICS/6000 compatible code and a replacement of the WANG VSAM file system to a combination of Oracle and IBM ENCINA file systems. New LU6.2 communication links to SIAC, DTC, and NSCC were also designed and implemented. Managed and trained internal staff as well as multiple 20 member maintenance teams from India for deployment to all European countries.
• At Chase, contracted as an external consultant for the Foreign Exchange Trading Support area, providing technical leadership on the Trading Reconcilement System project implemented a real-time communication system CAML in support of London/US Foreign Exchange Trading activities. The system is capable of sending/receiving S.W.I.F.T. payment and confirmation messages MT100, MT200, MT300, MT940 and MT950 , as well as TELEX and generic foreign exchange trading traffic Implemented a bank-wide Expense Journal and Tracking System for use by all Chase sector and area controllers of the bank.
• At NABISCO, led a multiple teams of vendor/consultants for a re-engineering effort of several Human Resource related information systems HRIS , which included Employee Profile, Compensation Analysis, Performance Reviews, Headcount Analysis, Skills Inventory and Succession Planning written system proposal, project plan and design specifications. Instrumental in leading and managing a team of 21 consultants in coding, implementing application systems as well as formulating new software development strategy.
• At Merrill Lynch, responsible for the management of Institutional Sales and Support system group within capital markets sector, with the primary purpose of supporting the collection and reporting of institutional client information, both current and prospective. Also, was in-charge of Equity Sales, Block Trades, AE Comp and Institutional Sales allocation.
• During the tenure, was also accountable for interacting directly with the directors of marketing to define and implement software support strategies. This included a close working relationship with the entire senior managers of institutional sales network and product trading area.
• At Chase, was responsible for the service and support of all online application functions for the Commercial Loan MIS area. Designed and implemented daily, monthly and quarterly reporting processes meeting regulatory and compliance requirements. Designed and implemented an Alpha Search algorithm for bank-wide client/account CUE/LCO assignment 10 million account base function. Additional duties included the support of FRB 10Q/10K financial reporting function accountable to senior management.