SUMMARYA

I have senior management experience managing a client services group, a product development group, a software quality assurance group, and a training and system implementations group. I have extensive project management experience with a Project Management Professional designation that I have held since 2005. I have managed software development projects, software implementation projects, operations transition projects, new credit card product projects and general IT projects. The ideal opportunity utilizes my business knowledge and background in project management, Six Sigma process improvement, private wealth management and foundation operations, BOA ECMS knowledge, accounting, finance, technology skills, software design/testing, and profit/loss responsibility. This past experience has given me the skills needed to deliver increased customer satisfaction to both external and internal customers , and be a valuable member of your organization.

Proven Strengths

• PROJECT MANAGEMENT Proactively manages project deliverables, keep conflicts between stakeholders at a minimum and deliver projects on time and within budget.
• SIX SIGMA PROCESS IMPROVEMENT Utilizes the principals of Six Sigma process improvement to streamline operations and provide measurable improvement for executive management.
• PERSONNEL MANAGEMENT Effectively manages the most important company asset people based on mutual respect with the ability to work with and motivate personnel at all levels of an organization.
• FINANCIAL MANAGEMENT Proven skills in financial forecasting and budgeting.
• BUSINESS CONSULTING ANALYSIS Listens to the needs of customers internal and external to analyze issues and organize a solution through effective communication and high quality documentation.
• CLIENT SERVICE Demonstrates ability to satisfy customer needs and exceed expectations of service level agreements through a professional and personal approach to the business relationship. Achieves training objectives with creative and innovative approaches to the training process.

Professional Experience

Confidential Sapphire Technologies has helped connect the most talented technical professionals with the best IT jobs in the industry. Wholly owned subsidiary of Randstad Technologies, Inc.

PROJECT MANAGER

Confidential

• Managing project to migrate customer data to centralized system of record
• Responsible for end to end ECMS project management of Card Technology initiatives which includes deliverables such as project plans, risk profiles FMEA and UCRA , communication and education plans, implementation plans, production certification plans and oversight of testing efforts.
• Responsible for tracking monthly financial forecasting to budget.

CHANGE MANAGER

• Projects included Interactive Digital Media new product rollout and Anti-Money Laundering Compliance.
• Responsible for end to end ECMS project management of Card Technology initiatives which includes deliverables such as project plans, risk profiles FMEA and UCRA , communication and education plans, implementation plans, production certification plans and oversight of testing efforts.
• Responsible for the monthly financial forecasting for over 60 management, development, and testing resources within a 5 variance to actual month end postings.
• Responsible for building new line of business processes and service level agreements.

Confidential

PROJECT MANAGER

• Responsible for managing all internal staff communications and external communications to HD Vest Financial Advisors.
• Responsible for managing migration of corporate email system from Wells Fargo to new vendor
• Responsible for managing migration of financial advisor focused email system
• Responsible for managing project to update and test business continuity plan

COMMUNICATIONS PROJECT MANAGER

• Responsible for identifying transition related impacts to Financial Advisors and determining best communication vehicles.
• Responsible for managing all external communications to HD Vest Financial Advisors.
• Participated in development of marketing ideas for new Financial Advisor portal.
• Participated in user acceptance testing of new Financial Advisor portal.

Confidential

A global technology services company committed to helping businesses become more adaptive, competitive and profitable, by helping clients achieve sustained growth through the intelligent application of technology solutions.

TRUST OPERATIONS CONSULTANT

• Change Manager for US Trust and LaSalle Bank Trust Accounting Client Support consolidation projects
• Change Manager on a project to move a portion of Trust Operations from Dallas, TX to Waltham, MA.
• Responsible for efficient and smooth phased cutover of critical operations.
• Obtained extensive experience with Bank of America Enterprise Change Management System ECMS .

Confidential

A diversified healthcare services company that provides a range of behavioral health services, employee assistance programs and rehabilitative services.

INDEPENDENT CONSULTANT

• Sarbanes-Oxley Compliance Project Member of a project team that brought the healthcare IT department into compliance with the Sarbanes-Oxley Act within 9 months. Concentrated on SDLC procedures.
• Created guidelines for the development of a Project Management Office.
• Conducted quality assurance testing on prospective payment software.
• Business Continuity Project - Developed a comprehensive disaster recovery and business continuity plan for the corporate office and primary call center.

Confidential

Focused on providing state-of-the-art, quality trust accounting and investment management software products to both banking and non-profit organizations utilizing software development life cycle methodology.

Confidential

• Managed a quality assurance project to fix multiple defects in original product resulting in reduction of customer support calls by 30 .
• Managed profit and loss of the North American operations with a 900,000 budget.
• Managed a project to introduce an online banking product to the marketplace.
• Introduced 14 product enhancements for both the banking and non-profit marketplaces which brought the product in line with functionality of competitor's products.
• Initiated a quality assurance project to review existing code for redundancy and poor design and improved performance benchmarks for the product by 40.5 .

MANAGER - PRODUCT DEVELOPMENT

• Assumed control of the development effort at the beginning of 2002 and stabilized a product that had a high percentage 65 of program defects and/or did not deliver the required functionality. Reduced the number of defects to 30.3 .
• Developed procedures for thorough regression test scenarios resulting in significant improvements in quality of the product by 60.4 .

DIRECTOR OF CLIENT SERVICES

• Sought out by the former CEO of Banccorp Systems to establish a North American office for Lynx Wealth Management Systems based in the United Kingdom.
• Established a U.S. based call center for clients in the Caribbean on two different offshore wealth management products.
• Managed system implementations of wealth management products at several offshore bank divisions.
• Managed the migration of the former Advisor Technology Services customer base 61 customers from a DOS product to Lynx Software Systems' Windows application after acquisition in 1999.

FIDELITY INVESTMENTS

A company that provided trust accounting and investment management software for small banks and non-profit organizations and also four of the top ten banks.

TECHNICAL EDUCATION MANAGER

• Provided training needs for a customer base of over 300 bank and non-profit organizations
• Wrote software documentation for a new Windows application that replaced a DOS based system.
• Helped design product enhancements and define parameters for re-engineering of some programs to improve performance and usability in a new Windows application.
• Provider of trust accounting and investment management software for banks and non-profit foundations. In the mid 90's, Banccorp Systems was one of the leading suppliers of PC based trust accounting software.
• software product and user training. Implemented software systems and conducted training at over 35 customer sites.
• At the time, a 300 million bank that started an aggressive expansion campaign through Texas and is now part of Wells Fargo.
• Responsible for all aspects of the trust operations department including trading, compliance, accounting, and report generation. Headed an initiative to raise the State of Texas trust regulation compliance rating of the trust department. Raised the rating from a level 5 to a level 2 in 12 months.