Profile

• 20 years in financial services and technology 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 program/project management experience in planning, execution of multi-project programs involving globally distributed teams with complex business and technical issues. Experienced in leading business and technology teams.
• Implemented PMO audit and compliance standards / guidelines. Drove and enhanced review processes and reporting.
• Delivered core PMO portfolio governance structures for planning costing, and reporting. Managed compliance.
• Delivered custom SDLC's in four companies. Developed waterfall and Agile processes. Delivered templates forms.
• Drove project definition and initiation. Implemented project governance and audit process for continues improvement
• Developed and delivered program's strategic plan, collaborated with stakeholders Sr. management on business goals.
• 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, JIRA, Clarity, Plan View, other
• 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 working with business teams to define and build directional concurrence. Strong skills in developing collaborative technical architecture and plans with technology leaders that meet business objectives and strategy.
• Managed glo bal teams. Implemented a global network between Abu Dhabi, Shanghai, European net and NYC.
• Delivered SOA and ESB shared services. Pioneered process reengineering and Center of Excellence within banking.
• Delivered data warehouse platforms. Drove integrated business reporting value in retail banking investment banking
• Delivered BPM Center of Excellence with Agile development process and cross organizational governance structure.
• Delivered strategic integrated CRM and CPQ platforms while optimizing business processes and adding metrics
• Deep experience in setting business and technology directions, establishing best practices for projects as well as programs.
• Strong leadership skills in developing teams, mentoring, execution. Strong business partnering and business analysis skills.

Work Experience

Confidential

Program Manager Consultant

• Program/Portfolio Manager Managed a transformational program for a growing system's integrator. Developed new business processes and implemented a core business system as well as transformational strategies for Sales, Operations and Delivery. Managed the development and realization of these new strategies into integrated, but discreet systems: Customer Relationship Management CRM , Managed Services pricing through a Configure, Price, Quote CPQ system and strategic updates to the Enterprise Resource Planning ERP system. Reported to Steering Committee of C-level managers and organizational shareholder. Responsible for 3M spend on vendor contracts and outside consultants software not included .
• Leading delivery of a Microsoft Dynamics CRM SaaS based solution to transform the Sales and Managed Service areas of the businesses. Developing core CRM function, implementing new contract management, customer document delivery, reengineering quote to cash business processes, implementing new strategy for Sales pipeline dashboards and metrics.
• Leading the delivery of a transformational Quoting system for solution development and designing costing for project deliver. Using Experlogix CPQ solution interfacing to the CRM and catalog. Implementing key external data importers.
• Implementing new corporate catalog to support quoting CRM functions. Developing SKU strategy service definition.
• Managed the implementation of an ITSM ServiceNow portfolio, transforming the managed services operations business.
• Developed and implemented an SDLC. Defined the PMO governance, SDLC stages, defined all phase entry/exits criteria.
• Leading a new Managed Services strategy to incorporate quote and delivery best practices for new and existing services.

Confidential

Program / Service Manager Consultant

• Developed and delivered a transformational set of services and platforms supporting major FED business units. Developed the strategy, goals and processes for the services. Responsible for all aspects of the development including service management standards, project definition and development, organization integration, ITIL process and best practices, strategic planning, management standards, business cases development, cost management and capacity forecasting.
• Initiated and led the business process management BPM program to accelerate BPM usage across several FED business units by introducing a Center of Excellence 2M . Responsible for developing BPM service definition Appian , infrastructure implementation, business engagement processes, Agile development methods. Drove planning and forecasts
• Initiated and led an enterprise service bus ESB program for major FRB applications. Responsible for all aspects of the program: developed strategy, full service definition, financial forecasts, selected technology ESB IIB 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. Drove negotiations.
• Developed strategic business case for an automated deployment service. Developed RFP strategy for product selection.

Confidential

Global Program Manager Consultant

• Global Program Manager Managed a global program to expand the NYU network. NYU is a leading global university with 15 global campuses in Europe, Asia and US. The global network interconnects these campuses for classes, applications, voice and video traffic. This position was responsible for managing teams and vendor relationships, fully accountable for delivery or tactical efforts as well as defining the strategic solution, forecasting over all costs. Responsible for project scope definition.
• 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-program 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.
• Provided portfolio level governance and audited projects. Developed SDLC compliance checklists and templates.

Confidential

Program/Project Manager Consultant

• Program/project manager managing multiple development programs in the Private Bank spanning the Credit Suisse Americas region USA, Canada and Latin America , governed teams and multi-vendor relationships, fully accountable for delivery, forecasting costs. Responsible for staff, scope, spend and management in CMMI level-three compliant division.
• 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 program director of solution delivery, budgets, and environment stability of completed solution. Developed PMO processes of change management, forecasting compliance. Budget 750K CTB.
• Led a datacenter migration for the Private Bank. Moved 54 large applications from a mid-town datacenter to a strategic location. Managed planning, movement and testing. Virtualized servers to reduce cost. Negotiated operational SLAs.
• Managed multiple development programs across PB. Developed web reporting and middleware environment. Team: 10.
• Delivered CMMI Level 3 governance process and developed templates for cross-projects and program management.
• Developed SDLC audit guidelines with Inertial Audit team. Performed informal project audits and coached team members
• Developed ITIL infrastructure services and environment platform SharePoint . Drove environment and DR analysis.

Confidential

Program Manager and Principal Consultant

• Program manager managed comprehensive and complex IT transformations projects. Acted as the primary point of contact for numerous customers and specialized in technical management relationships. Program manager: managed a wide range of IT technologies and development programs. Managed multi-discipline teams of project managers, architects, and engineers to drive standards and reporting. Established and managed data governance organization and program.
• Implemented a total infrastructure migration program 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 at 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 program delivery schedules. Presented weekly dashboard on program status and issues. Used Agile processes for PMs and migrations.
• Managed and delivered an enterprise DR/BCM planning program 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

Director Senior Program Manager and Process Architect

• Hands-on senior program manager: Managed business process reengineering programs and drove the development strategy program. Managed delivery of BPM ESB shared services platform, delivered core BPM firm-wide environment. Consulted for several strategic projects as well as drove standards and redevelopment of SDLC and project management governance.
• Drove coordination/execution of several projects. Managed budgets, people, cost proposals and total cost of ownership.
• Managed new SOA and BPM program 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 program 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/program management guidelines, risk mitigation guidelines, and reporting. Introduced Agile methods. Coached and managed teams.
• Drove continuous improvement SDLC program 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.
• Managed datacenter migrations for the Wealth Management business. Migrated 300 applications to a new strategic datacenter. Virtualized more than 175 servers saving the firm 1.2M per year. Drove reports, risk change management.
• 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 program 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

Director Chief of Staff, North American IT

• Senior software development program manager / Chief of Staff for Citibank's CIO Citibank North America IT 1400 people in IT application development. Worked for Bank's CIO and was responsible for organizational delivery. Responsible for: project management processes, process architecture, division's financials and business analysis. Introduced Agile Scrum.
• 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. Program 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/program 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

Portfolio Manager, Global Credit Risk Management

• Technology portfolio program manager for web based software development and infrastructure operations in the global Investment Bank with an aggressive multi-year software and infrastructure delivery plan. Delivered re-designed data warehouse to reduce IB portfolio risk. Collected and consolidated client risk data from several parts of the Investment bank. Provided risk reporting. 140 people in four locations using Java and ETL Informatica , multi-tier distributed infrastructure.
• 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

Director IT Financial Management

• Managed the IT finance group and program managed the development of the firm's first chargeback system. My responsibilities included technical and financial forecasting for development and infrastructure of 298M annually as well as IT technical capacity planning. I managed the development of a new cross divisional chargeback system and process, this new organization responsible for IT technical forecasting and a service management organization with IT account management. Delivered capacity planning, cost research, forecasting and budgeting. DTCC is the central USA depository, and the clearinghouse for all market transactions. DTCC IT processes 324T annually. This new position required strong standards setting and strong business interface skill.
• Architected and developed new DTCC 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 DTCC. DTCC 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 program 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 DTCC 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 DTCC's partner Omgeo. Developed several IT business cases and plans.

Confidential

Vice President and General Manager Managed Services

• Directed global managed services MS business unit, including: software development, product management, data centers operations US and EU and an international network. Managed 150 people Grew MS business revenue 30 to 20M annually and cut costs by 40 . Introduced new delivery processes and change management procedures.
• 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.

Technical Skills:

• MS Office: Word, Excel, PowerPoint, Visio, Project sand alone and server versions , Access, Lync, OneNote
• Java and Frameworks: Websphere, WAS, JavaScript, JS, ExtJS, jQuery, ExtJS, Sencha Touch, J2EE, JavaBeans
• Development: .Net, C/C , C , Web development, HTML5, Dreamweaver
• Database: Oracle, MS SQL, DB2, MongoDB, MySQL, data warehouse, BI, Business Inelegance
• Messaging: JSON, XML, SOAP
• SOA ESB: IBM IIB, Tibco, Mule MuleSoft
• Security: NIST, SAFR, SOX, control standards, IT Governance
• Quality Frameworks: ITIL, CobiT, Six Sigma, LEAN, CMMI
• Project Management: PMI PMP trained, PMBOK Project Management Body of Knowledge , Prince2
• Business Process Management BPM : Appian, Pegasystems, Tibco, Workflow Design, BPEL, BAM
• Architecture: TOGAF, Zachman, Solution Architecture
• Datacenter: Strategy, datacenter architecture, datacenter build-out, datacenter design, aisle containment hot/cold and datacenter cooling, datacenter migration, integration, contract negotiating, SLAs and operations
• Infrastructure: Lifecycle Management, Capacity Planning
• Networking: Cisco, Juniper, F5, networking design, Cisco networking
• Server platforms: x86, HP, IBM, Dell, Oracle/SUN, Cisco, VMware
• Storage: SAN NAS, EMC, Hitachi, IBM, virtualized storage
• Extensive infrastructure experience in lifecycle management, capacity planning, networking Cisco, Juniper, F5 server platforms x86, IBM, Oracle/SUN, Cisco, VMware storage SAN/NAS, virtualized , data center build-out and migration.