Project Manager Management

Cell: 612-***-****

Email: ********@*******.***

OBJECTIVE:

Seeking a challenging position where my experience and expertise in project

management, strategic planning and business analysis can be leveraged to

the benefit my customers and my employer.

SUMMARY OF QUALIFICATIONS:

. Multilingual - speak, read and write Mandarin Chinese, French and

English

. PMP-certification obtained from Project Management Institute (PMI) in

2005

. Have successfully managed multiple multi-tier business and technology

projects, with budgets ranging from $50k to $5+MM

. Enjoy running multiple projects concurrently and building strong

relationships with internal and external partners.

. Have managed projects using Iterative/Agile approach Extreme

programming/Rapid Development, and Waterfall methodolodies.

. Easily understand the business and technical details while maintaining

the overall project vision

. Enjoy learning from and mentoring team members

. Able to easily form strong relationships and manage expectations with

external vendors (such as Visa, Microsoft, Lotus, FDR)

. Highly proficient in several project management tools (e.g. MS

Project, ABT/Niku, Clarity)

. Highly proficient in the MS Office suite, including Visio

PROFESSIONAL EXPERIENCE:

Consultative Facilitation Inc., Minneapolis, MN June 2005 to Present

Project Management Consultant

Sr. project / program management professional consulting primarily in the

financial services/banking industry on business and technology-related

projects. Some positions have been a mix of PM and BA roles.

Ameriprise - Columbia Management Integration (March 2011 - present)

. Business project manager on integration efforts focusing on an

accounting system upgrade and integration of accounts from 3

different systems. Responsible for requirements validation, end-

user training, end-user UAT, Pilot and Parallel planning and

coordination as well as Production Implementation.

. Business process modeling and procedure definition to support an

expanding and merging business unit that supports institutional

clients with domestic and international accounts.

Wells Fargo Bank - Debit Card Services (December 2009 - March 2011)

. Responsible for managing BIN-sponsorship projects that provide

debit services to state Unemployment, WIC, Child Support programs

offered by external parties/processors.

. Managing debit card integration project to support

merger/acquisition activities such that acquired customers can

continue to use their existing debit card without losing

functionality for a specific conversion event period of time.

o Responsible for requirements definition, change control approvals,

supporting design and development efforts, planning and management

of project resources, business testing (UAT) and production pilot.

Utilized an iterative/agile approach to meet enterprise

implementation deadlines while ensuring additional functionality

and/or improvements were added to each conversion.

o Responsible for relationship with external vendor that is a

critical partner and player in this project.

o This project touches all debit card-related applications.

Ameriprise Financial - Brokerage Manager Projects (October - December

2009)

. PM/BA for Brokerage and Management Products, focusing on cash

products. Working with business partners across the organization

to generate high-level requirements and CBAs in support of 3

efforts for the business.

o Identify opportunities to expand the AMPF offering of positional

money funds, based upon AASI accounts carried over and industry

trends.

o Identify opportunities to enhance or modify householding rules to

ensure a more pleasant client and advisor experience. This

includes competitive analysis, internal data analysis, stakeholder

impact analysis, etc.

o Identify overdraft protection alternatives, beyond the existing

ODP project. This includes competitive analysis, ensuring

regulatory compliance, identifying the good/better/best

alternative solutions and obtaining buy-in from stakeholders.

Wells Fargo Bank - Debit Card Services (October 2007 - March 2009)

. Successfully managed two new debit card product initiatives

(Prepaid Debit Card and Custom Photo Card), from requirements

gathering through customer implementation.

. Successfully defined and implemented processes to clarify project

goals and timelines across multiple business units, both internal

and external to my client.

. Built strong relationships with all levels of the organizations and

with external vendors, such that my services are requested for

future efforts.

Ameriprise (January 2007 - September 2007)

. Successfully defined and implemented processes to clarify project

goals and timelines across multiple business units, both internal

and external to the client

. Acted as the business liaison to the Enterprise Data Warehouse

(EDW) technology group for the enterprise. This included defining

the process to identify and document project requirements and

determine the appropriate use of the EDW. Infrastructure teams

ulitized an iterative approach.

. Acted as the liaison into technology for the Finance business

group. This included ensuring project clarity before seeking

technology estimates, assisting in project prioritization for the

technology units supporting finance applications, and escalating

issues as necessary

. Generated the Monthly dashboard for both EDW and Finance technology

projects including project status, issues/escalation and project

financials

. Acted as the technology entry point for the Finance group, ensuring

access to the appropriate technology groups

Wells Fargo Bank - Debit Card Services (October 2005 - December)

. Managed a project to consolidate 5 settlement systems into 2, along

with establishing direct Visa authorization connectivity for debit

cards.

. Business analyst and single point of contact for requirements

gathering and business case definition effort to replace the

current card issuance system. Utilized a waterfall approach.

US Bank, St. Paul, MN (June 2005 - October 2005)

. Project Manager for the Archive Image Management application

interfacing to the online banking application by providing

electronic images of checks, deposit slips. Etc.

. This was an operations PM position, managing 10 consultants and 2

employees

. Support bi-monthly releases to update features, upon successful

completion of testing between our application, the external vendor

(out of state) and the online banking group

. Scope and expectation management

. QA and release planning manager for all project and 'emergency' fix

activities for the application. This included tracking defects and

test case completion, planning implementation dates and activities

and working within the matrixed IT organization to ensure the

appropriate resources were available during an implementation.

Utilized an iterative approach to implementing changes.

Target Corporation, Minneapolis, MN April 2001 to January 2005

Manager/Sr. Project Manager

Project Management Office (PMO) Consultant/Facilitator (March 2003 -

January 2005)

. Responsible for mentoring project managers on the Target project

management methodology. Sole point of contact for the POS and Back-

office project teams

. Incorporated a 'facilitation' methodology into the Target culture,

through the PMO. The facilitation approach was developed to enhance

communications between business and technology partners at the

initiation of a project, thereby reducing the risk of re-work due

to lake of communication or incomplete communication, by having

critical project discussion lead by a an experienced and neutral

project manager

. Primary facilitator for the following types of facilitation

sessions: Project Scoping, Joint Application Requirements Join

Application Design, Process re-engineering (Business or Application-

level), Change management. Preparing for Production Support,,

Project Risk Mitigation, Project Implementation and Turnover

Manager of Technical Architecture and Design (April 2001 - February

2003)

. Managed team of technical architects charged with defining

application architectural standards for the enterprise.

. Ran initial technology governance board for projects that impacted

infrastructure

. Successfully adopted the META group architectural framework for

the enterprise, which required identifying preferred technologies,

application tools and software, technology lifecycles and a formal

board of members that owned technology and could make Yes/No

decisions on the use of said technologies

GMAC-RFC, Minneapolis, MN September 1999 to April 2001

Sr. Project Manager

Technology Infrastructure Engineer (September 2000 - April 2001)

. Responsible for ensuring all technology projects initiated by

business units were clearly communicated to the technology groups

to ensure project success

. Became a member of all project teams, ensuring an enterprise-level

approach to application and infrastructure changes such that

implementation planning was done with the big picture in mind

Project manager for an automated mortgage decisioning application.

(September 1999 - September 2000)

. Interfaced with online mortgage banking applications such that GMAC

could quickly determine which existing mortgage loans it would

purchase from mortgage brokers to securitize.

. Responsible for technology expansion/retirement/upgrade decisions

. Responsible for prioritization of project requirements, including

annual project scoping and budgeting, change management and

expectation management.

. Utilized a Rapid development/extremem programming approach to

ensure prioritized functionality available as quickly as possible.

ServiceNet - Global Hosting Services, Minneapolis, MN April 1998 to

September 1999

Team Lead/Project Manager

. Global Team led and project manager for outsourced Lotus Notes

systems.

. Developed global management processes for database development,

design, implementation and support. Contributor to defining

service levels and package terms for additional customers that

were seeking a hosting service for Lotus Notes applications and

activities

Cargill, Minnetonka, MN April 1996 to April 1998

Business Analyst/Project Manager

. Responsible for the development and implementation of workflow

applications intended to enhance communication and data decisions

for the Grain division.

Norwest Bank Minnesota, N.A., Minneapolis, MN September 1990 to April

1996

Sr. Technology Analyst, Technology Management and Information

(October 1995 to April 1996)

. Manage the 'Bank' Help Desk for bank personnel. Responsible for

technology upgrades, multi-level problem resolution, trouble ticket

log and service request tracking. Coordination of vendor responses

and SLA management. Responsibilities included:

. Multi-level problem resolution, trouble ticket log and service

request tracking for MS Office applications (including e-mail),

Windows 96, Windows 3.1 and Windows NT

. NT and SQL Server and User administration

. Coordinate technical staff for hardware, software, network and

application upgrades

. Coordinate vendor support delivery within SLA

System Administrator, International Banking (July 1993 to October

1995)

. Promoted to assume responsibility for global AS400-based

International Banking software tool that produced necessary banking

documentation and interfaced directly to bank accounting systems.

Responsibilities included:

. Provide 'system' support, user documentation, and end-user training

. Responsible for the administration of external end-user training

for 3 PC-based Letter of Credit applications that allow external

customers to transmit Letter of Credit transactions via Modem or

Internet Mail.

. Responsible for AS400 interfaces to the PC Programs (PCSupport to

Cobol)

. Successfully managed a $5000K project upgrading the AS400 software

and interfacing PC applications to handle year 2000 issues.

Responsibilities included project definition and management,

managing the vendor relationship, system testing, user acceptance

testing, global user training and application roll out.

Jr. and Sr. Letter of Credit Analyst, International Banking

(September 1990 to July 1993)

. Responsible for Issuance, Amendment, Negotiation and Payment

activities of Letters of Credit.

First Bank Systems, Minneapolis, MN (June 1988 to August 1990)

Letter of Credit Specialist

. Responsible for Issuance, Amendment, Negotiation and Payment

activities of Letters of Credit

. Responsible for SWIFT system training and testing for letter of

credit activities.

EDUCATION:

University of St. Thomas St. Paul, MN

Masters of International Management (International MBA) - Asia Track

Mandarin Chinese was my advanced business language.

University of Minnesota Twin Cities, MN

Bachelor of Arts International Relations/Chinese, Minor in French

Nankai University Tianjin, China

Advance Language Certificate Mandarin Chinese

PROFESSIONAL AFFILIATIONS:

. Obtained Project Management Professional (PMP) certificate in 2005

. Member of Project Management Institute (PMI)

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