BACKGROUND

A results-oriented Senior Project Manager PMP using PMBOK methodologies to implement software development and technology projects at CMMI Level III for the Financial Services sector. Manages all phases of the SDLC for multiple projects, while using metrics management to measure productivity and success. Manages internal staff, external vendors, and offshore staffing while communicating results via management presentations, project reports, and project meetings. Experience includes implementing Insurance Products Life Insurance, Long-Term Care, Group Insurance, Annuities Brokerage Administration Support Systems, Project Management Systems Niku and Primavera, , Scanning Technologies, PMO Office, Banking Compliance, OFAC, and Business Continuity Planning. Expertise also includes agency sales, marketing, financial planning, web-based applications, and the implementation of customized Training Programs.

EXPERIENCE

Confidential

Sr. Project Manager

Sr. Project Manager, utilizing CMMI Level III standards for project management. Involved in all phases of the project lifecycle including Budget Management, Accounting, Staffing, and reporting to senior management. The projects utilize HPPM Software for Project Management, in addition to Microsoft Project. Experienced as PM for a large team of nearly 100 resources dedicated to a large multi-phased Annuity Project. Additionally, led several other projects with staff and offshore resources ranging between 12 and 30 people. Managed project schedules, updates, risks and issues, change control, budgets, and prepared management reports/presentations for senior management.

Confidential

Sr. Project Manager, PMP

As a consultant on the PMO team, managed the delivery review process for project work artifacts. Directly managed a staff of 3 Business Analysts who contributed to the analysis of processes, and provided management support for multiple reporting initiatives. Responsible for: Scope Change Requests, Work Product Concurrence and Status, Overdue Deliverables, and Ad-Hoc Reporting requirements.

Confidential

Sr. Project Manager, PMP

Member of a project team charged to develop a tracking system to accommodate AML and KYC laws surrounding the Patriot Act. CIBC required in-depth research of legislation passed in both United States and London territories. Primary role was to research, analyze, and document procedures and required data elements needed for system requirements. In addition, researched the purchase of automated AML/KYC tracking systems used overseas

Confidential

Sr. Project Manager, PMP

Member of a PMO team which provided direct support to several senior staff members to manage project efforts of a 50M high profile UBS project to combine Clearance and Settlement Functions. Specific responsibilities were to oversee changes made to a 2000 line project plan involving 16 data streams, update management of project progress and late tasks weekly , and assist in preparing management reports/presentations for senior management. Issues were escalated as appropriate. Brought into the project mid-stream and continued throughout its duration.

Confidential

Sr. Project Manager, PMP

As co-project manager for the implementation of Niku's Clarity software with Symbol Technologies, worked closely with a Symbol Technologies project manager to oversee and manage the implementation of Niku Clarity for a large project portfolio. Roles included management of internal consulting staff, preparation of reports, and development of training strategies.

Confidential

Sr. Project Manager, PMP

Helped oversee the implementation of Niku within Bear Stearns. Worked closely with Bear Stearns project managers to analyze the usage of and structure of their project portfolio. This effort included project management training of internal consulting staff, preparation of reports, and development of training strategies.

Confidential

Project Manager

Project Manage the support and deployment of multiple insurance products and support systems. This included the implementation of various project management toolsets. Project Manager who quickly learned and contributed to other project teams corporate-wide for the following efforts: Niku Implementation, Long-Term Care Product Planning, Corporate Disaster Recovery, Model Office Management, Y2K Team, and Project Support Office. Proficient in Microsoft Office, Microsoft Project, Visio, PowerPoint, Test Director, and other toolsets. Served in various project manager roles within the Shared Services division while also managing several full-time staff members. Implemented a time-tracking system Primavera to over 600 users representing 60M of resource utilization. Tasks included oversight of 12 managers, coordinate project plans, maintain an open issue log, conduct meeting minutes, and report to Sr. Mgt. Also provided users with a greater understanding of expertise services while customizing training programs. Managed all third party administrator development and remediation assignments associated with TIAA-CREF Long Term Care Product line. Developed customized reports measuring third party performance and created new workflow diagrams and targets for compliance processing.

Spearheaded the transition of Long Term Care administrative functions from third party administrator to an in-house system while tracking system performance and optimization. Managed the transfer of third party administration roles from an outside party Administrative Consultants Inc. to internal positions within the TIAA-CREF Insurance Services Division. Also facilitated the conversion of software modules to a new software package Leverage System and also led staff thru Primavera conversion from a manual timesheet/budget process .

Confidential

Account Executive

Account Manager who managed software implementations for: Security Life of Denver, Pacific Mutual Life, M-Financial, and Manulife of Toronto. He oversaw programming staff, designed tracking systems, created management reports, and prepared and presented at annual meetings.

Confidential

Senior Systems Analyst / Account Executive

Systems Analyst who developed requirements for a proprietary insurance agency software package. Prepared documentation and created a video training curriculum for end-users. Implemented a company-wide campaign to implement corporate cost-saving suggestions that amounted to over 100,000 in savings. Throughout 1984 1985 became a financial planner for Fidelity Mutual Life's New York Agency Office, selling insurance products and financial planning services to business owners.

Confidential

Systems Analyst

Systems Analyst who proposed and then implemented systems automation projects. Wrote procedures for improved systems workflow, staffing analysis, and presentations to area management. Systems included Group Insurance, Cash Disbursements, and Commissions for a licensed in-house broker/dealer