OBJECTIVE:

• Seeking a senior project management position in a company where I can utilize my leadership skills, management experience and knowledge of program and project management, portfolio analysis and reporting in addition to risk management, software development and deployment of large scale financial systems and third - party vendor management of software products and services working with either onsite or remote development teams.
• Portfolio of projects managed varied from one month to nine months in duration and $50K - $10M in cost with project teams ranging in size from 3-20+ members across multiple time zones (onsite and remote/off-shore) in the US, Mexico, London, Dublin, Poland, India and Tokyo.
• Software application development and implementation experience and responsibilities included vendor and product identification, evaluation, user training and pre-install and post install oversight of user base across the U.S. as well as global implementation.
• Senior management and leadership abilities as evidenced by strong competencies in analyzing and solving complex business and technical issues, researching newly developing subject matters, developing clear business goals and measuring progress and outcome. Also responsible for implementing process improvement and collaboration initiatives across the systems organization.
• Extensive project management experience in multicultural environments with proven ability to organize and coordinate multiple projects simultaneously, meet deadlines and manage large project and department budgets.
• Provided technology solutions by assembling and directing either third-party vendor and/or internal resources to evaluate, design, test, install, and maintain hardware, applications and systems software in either a client-server, web application or cloud/SaaS architecture.
• Responsible for both project and portfolio management, resource & risk analysis, financial project management and metrics reporting while managing multiple small to large projects or programs in a matrix reporting environment.
• Worked closely with European counterparts on both tactical and strategic initiatives supporting corporate goals and meeting domestic and global regulatory and compliance mandates.

TECHNICAL SKILLS:

Financial Services Market Data Providers Management: Bloomberg, IDC and Reuters.

Vendor Development and Relationship Management: Computer Associates, IBM, Rational Software, Sybase

Vendor and Industry Standards Management: SWIFT, FIX, FTP and Secure FTP, OFX and equity pricing (IDC, Bloomberg)

Investment Management Software: Order Management System (Macgregor XIP), Corporate Actions Processing (IMActions/Converg-e), Securities trading (Bloomberg AIM), Cash management, settlement and reconciliation processes (SS&C Recon), Recordkeeping (PORTIA), Fund accounting and administration (Maximis), Derivatives and hedging strategy support (Findur), Client reporting (Microstrategy, Cognos and Hyperion)

Software Development Process Standards: PMI, SEI CMM, ISO 9000, Rational Unified Process (RUP) and Agile

Development Applications, Architecture and programming languages: WebLogic, Websphere, Netegrity Siteminder, IBM MQ, J2EE, Java, EJB, Servlets, EJB, XML, Oracle, Sybase, Service Oriented Architecture(SOA), Amazon Web Services(AWS), UNIX shell (csh, ksh, sh), SQL, C, C++, HTML and Unix script crafting

Collaboration and Project Management Tools: Sharepoint, IBM Connections, JIRA, MS Office, Project and Visio, Workbench, Clarity and Innotas

Operating Environments: UNIX (Solaris, HPUX, SGI), LINUX, DOS and Windows

PROFESSIONAL EXPERIENCE:

Senior Program Director

Confidential

Responsibilities:

• Work with VP Product Management to lead the delivery of a large, complex, cloud based learning management system; achieve program objectives and business benefits on behalf of client and our end clients, through the successful delivery of the program in accordance with agreed parameters around cost, schedule, quality and scope.
• Lead large and/or complex program in accordance with defined priorities around quality, schedule, scope and cost to enable the realization of business benefits as set out in the approved business case. This will involve the production of plans, metrics, documentation and guidance for program teams throughout the program’s lifecycle and ensuring all organizational procedures are adhered to.
• Stakeholder Management - Systematic identification, analysis and proactive management of the stakeholder community. This includes but is not limited to communication, negotiation, conflict resolution and influencing program stakeholders.
• Scope Management - Ensure scope is adequately captured, detailed and baselined. Ensure all changes to scope and requirements follow an agreed change control process and are tracked and logged.
• Governance - Lead effective communication with program steering committee and EMPO and adherence to EMPO procedural, reporting and documentation requirements.
• Communication - Communicate and report program activities, timelines, impacts, metrics and implications to program team members and stakeholders in a transparent, timely and effective manner.
• Risk, Issue and Assumption Management - Ensure processes are in place to identify, manage, report and escalate risks, issues and assumptions. Ensure adherence to process. Undertake a risk profile exercise for the program.
• Program Planning & Delivery - Develop a robust and achievable program plan and schedule that encompasses all the plans and metrics for the program to manage the timelines, deliverables, costs and benefits as set out in the approved business case. Identify and assign resources to meet the quality and delivery objectives

Confidential

Senior Project Manager

Responsibilities:

• Responsible for all project management functions of assigned projects that focus on investment, trading, compliance and regulatory initiatives within a growing global EPMO group. Worked closely with European counterparts on both tactical and strategic initiatives supporting corporate goals and meeting domestic and global regulatory and compliance mandates.
• Provide project management, prioritization, direction, and leadership to team members in order to accomplish defined project deliverables. Developed project scope, budgets, project plans and communication plans
• Accountable to business partners and senior leadership for program delivery, schedule, budget, and quality.
• Managed and monitored all project deliverables to successful completion, leverage EPMO best practices and complete project artifacts as appropriate. Create metrics to measure project success.
• Conducted lessons learned meetings/surveys and analyze data and report to sponsor and team
• Served as a subject matter expert in the field of Project Management, maintaining a solid understanding of the field and its related technologies

Confidential

Senior Project Manager

Responsibilities:

• Responsible for planning and managing Global Derivative Services (GDS) Collateral and Margin Management initiatives while responsible for the overall workstream quality, schedule and cost while accomplishing the stated objectives.
• Developed and maintained project plans, resource utilization schedules and budget materials for multiple simultaneous projects and operational activities.
• Partnered with Business Leads to prioritize projects based on requirements of the organization and then recommended a technology solution and the estimated effort and resources required to satisfy both project Execution and tracking.
• Coordinated and drove project activities to deliver required functionality on time and within budget.
• Provided accountability for the financial management and budgeting process for projects in addition to people leadership across all disciplines of the solutions delivery life cycle.

Confidential

Project Manager

Responsibilities:

• BBH’s Fund WorldView, a global fund supermarket platform that provides clients with analysis, selection, execution, and custody. The upgraded platform provides improved search capabilities and analytical tools and updated listings for over 19,000 third-party funds, including 2200 funds from over 75 fund families. Fund prices and returns are updated daily, along with Morningstar's Star Ratings and Style Boxes. The system also includes more cross-fund comparison capabilities and a new feature that enables analysis of the consolidated holdings of an entire portfolio.
• Project managed and oversaw the development activity on BBH WorldView in the following areas:
• Account Access which provides reporting and instruction products including Cash, Positions, Trade, Corporate Action Reporting and Portfolio Accounting.
• Trading: provides access to BBH’s mutual fund and foreign exchange trading tools. Allows users to provide trade and wire instructions to BBH in an automated fashion and allows for execution of orders in real time
• Research and Tools: access to risk and research tools including Market Practice Reports, International Credit Studies, and the Central Depository Handbook.
• News: provides the latest industry news and publications including GlobalView and GlobalUpdates and access to information about BBH product and services
• WorldView Reporting: offers web-based report subscription service for automated report scheduling and delivery. This entire web-based platform provided real-time cash and corporate actions reporting.

Confidential, Boston, MA

Vice President, Project Management Office

Responsibilities:

• Macgregor's unique architectural approach to developing workflow solutions is embodied in its Order Management Network, Macgregor XIP, which combines powerful portfolio management, compliance, trading and post-trade tools with a fully integrated and supported financial services IP network. Vendor management included direction of SWIFT and FIX project initiatives.
• Implemented PMO processes that supported all projects and initiatives to track key project milestones, monitor progress and work with the project managers to insure success of key projects.
• Headed application development group responsible for designing and building an Order Management System (OMS) that combines powerful decision support, compliance and trading tools with a fully integrated and supported FIX network.
• Managed a matrixed organization of project managers, business analysts, technology engineers, software development engineers, QA analysts, contracted resources, and vendor representatives to meet the business requirements of multiple programs.
• Played leadership role in development, quality assurance and user acceptance testing as well as deployment of the OMS to more than 30 distinct clients where the revenue generated surpassed the forecasts. Played a key relationships role between current and potential clients.

Confidential

Vice President

Responsibilities:

• Lead the team which developed Brown & Company’s Online Brokerage Trading System. Managed the software development process, funding and effective use of resources throughout the entire project life cycle on multiple projects while serving as the liaison to Product Development, Quality Assurance and Production Operations for the Development organization.
• Hired and directed a team of 21+ development staff while identifying development functions and procedures to be outsourced to increase product and service offerings to trading desk and retail investors.