FRANK M. WALTZER, PMP

** **** *****

Dayton, New Jersey 08810

732-***-**** (H) Email: zax0qz@r.postjobfree.com

908-***-**** (M)

SENIOR PROJECT MANAGER (PMP) / SIX SIGMA BLACK BELT / SCRUM MASTER

• Certified Project Management Professional (PMP) and Scrum Master with proven expertise in strategic project planning, management, organizational leadership and product development.

• Certified Six Sigma Black Belt trained in DMAIC and LEAN supporting Business Process Management (BPM) methodologies designed to deliver client-centric, efficient and productive process improvements.

• Experienced Financial Services executive known for delivering dramatic improvements to the client experience, as well as millions of dollars in revenue growth and cost reductions through effective Project Management resulting in new products, service enhancements and process improvements.

Professional Experience

GalaxE Solutions, Inc. - 2 Executive Drive, Somerset, New Jersey 2011

Project Manager – Falcon Team

GalaxE offers a range of IT services, from tactical engagements to full project lifecycle solutions that enable clients to expand the reach and range of their systems. Service offering includes Web Services, Business Process Re-engineering, Enterprise Application Integration and Supply Chain Integration targeting industries such as Pharmaceutical/Healthcare, Financial Services/Insurance and Consumer Product/Retail Distribution.

BANK OF AMERICA / MERRILL LYNCH, Pennington, New Jersey 2008 - 2010

Project Management Consultant, Investment and Wealth Management Technology – Global Investment Services Technology Group

• Project Manager for Retirement and Philanthropic Discretionary Institutional Managed Account Solutions.

Global Wealth Management – Business Development Intranet Strategy Group

• Provided Project Management planning, expertise and guidance (including MS Project, Risk Assessment & Issue Tracking) for a project that delivered firm wide SharePoint based access to Merrill Lynch Products and Solutions for more than 16,000 Financial Advisors, Client Associates and Home Office personnel.

MERRILL LYNCH, Plainsboro, New Jersey 2006 - 2007

Vice President, Merrill Lynch Global Private Client, America’s Lending Group

Senior Project Manager, New Development Project Management Team

• Manage a team of 2 Project Managers (VP level) in the planning, management and execution of multiple America’s Lending new development technology projects with an annual budget of $5 million.

• Established a Project Management Office (PMO) consisting of project processing templates and a detailed project lifecycle process flow.

• Streamlined annual new development project selection process resulting in a 40% reduction in time and cost to select and estimate projects.

Vice President, Merrill Lynch Investment Managers 2001 – 2006

Project Manager / Six Sigma Black Belt (Awarded June 2005) (2003 – 2006)

• Completed four strategic projects leading to $800 thousand in savings and revenue growth from service and process improvements to delivery timeframe reductions and key adjustments to printed materials.

• Delivered 14 distinct client service improvements to our Managed Account base that contributed to a reduction of 18.6% in account cancellations from 2004 to 2005.

FRANK M. WALTZER, PMP

Page Two

Project Manager, Managed Account Client, Service & Data Mining (2001– 2003)

• Managed the conversion of 19,000 Managed Accounts to an automated performance reporting system, delivering improved service to clients while reducing internal processing costs by more than $100 thousand.

• Integrated the MLIM National Sales Team with region specific prospecting data from the firms’ Interactive Marketing Campaign System resulting in an increased prospecting conversion rate.

• Designed and delivered an automated Client Review Book, utilized by Portfolio Managers in quarterly performance reviews with “million dollar plus” clients, providing a significant service enhancement.

Vice President, Merrill Lynch Private Client 1999 – 2001

Product Development Manager, Strategy Power Marketing (1999 – 2001)

• Developed, documented and launched four new Investment Products for this research based professional portfolio management service resulting in a one-year account increase of 76% while generating an asset increase of $300 million.

• Directed all Systems, Operations, Budget and Legal relationships for this managed account product line, enabling it to successfully grow to more than $800 million in assets under management.

Vice President, Merrill Lynch Global Private Client 1987 – 1999

Senior Business Architect, Financial Services, Operations & Systems (1997 – 1999)

• Defined business requirements for the Merrill Lynch Private Client Reinvention Program used to introduce state-of-the-art technology to home office operations and services.

• Performed a headcount reduction benefit analysis to project the impact of the planned improvements on the Firm.

• Managed a team of four Business Architects each assigned to deliver a critical project component.

Manager, Finance and Administration, Next Generation Marketing (1994 – 1997)

• As Controller for the Marketing Group, successfully managed a budget of $130 million in revenue and $22 million in expense.

• Monitored and analyzed the group’s fully loaded profitability performance to ensure an accurate accounting of all allocated expenses and revenues.

• Reported, analyzed and forecasted key account, product/service and revenue data for the group.

• Managed the annual Custodial Fee project which collected of over $130 million in fee revenues from more than 2 million Individual Retirement Account (IRA) and Capital Builder Account (CBA) clients.

Assistant Vice President, Merrill Lynch Consumer Markets & Operations (1987 – 1994)

Product Development Project Specialist, Retirement Plans Marketing

• Managed and designed a new fee collection process, which achieved a 97% collection rate while increasing direct collections by $10 million and reducing costs by $750,000.

• Implemented quarterly statements for 1.4 million IRA clients netting a $1.5 million annual savings.

EDUCATION

Masters Certification in Applied & IS/IT Project Management, Villanova University

MS, Management and Policy Analysis, State University of New York at Stony Brook

BA, Political Science, State University of New York at Binghamton

PROFESSIONAL DEVELOPMENT & MEMBERSHIPS

Project Management Professional (PMP) Certification, PMI

Six Sigma Black Belt Certification – Trained in DMAIC and LEAN

Certified Scrum Master (CSM) – Scrum Alliance

MS Project Workshop, George Washington University School of Business

Six Sigma Process Design

PowerSolve Decision Facilitation

Member- PMI

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