Project Manager Management

MICHAEL E. MONTAGUE

**** ******** **, **********, ** 63011, United States

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Profile Director, VP - Technology

An accomplished information technology leader with over 20 years of

experience possessing practice and market leadership that knows how to

deliver services in a technology intense environment. Recognized for

successful thought leadership in the areas of program/project management

while providing strategic vision and evaluating the market and

surroundings for recommendations to senior management. Recognized

leader with the ability to create and motivate teams that have a proven

track record of success in developing solutions that improve the

efficiency of IT and business operations while promoting the adoption

of new techniques and methodologies to affect divisional and

departmental improvement. Recognized by senior management,

clients/customers and staff for detailed-oriented management skills,

ability to build and manage budgets, prioritize tasks and effective

continuous communications to accomplish and provide maximum results with

timely completion of projects and to solve organizational challenges.

Areas of Expertise:

Capital Markets Technologies Derivatives & Risk Management

Systems FX, Fixed Income

Treasury& Balance Sheet Systems Brokerage & Equities Systems

Asset Securitization & Lending Mergers &

Acquisitions

Selected Strengths

. Project management - Listens, defines, obtains agreements, oversees;

facilitates implementation of systems and programs globally. Advises

management regarding the technical direction of application

infrastructure projects, closely reviews, and ensures compliance with

that direction

. Budget planning and management - Preparation of budgets and related

financial documents for business/technical areas in order to obtain

best value for division/company. Developing and reviewing cost

estimates for personnel requirements, new hardware, software upgrades

or additions, and external consulting projects.

. Team Management - Maintains accountability for staff hiring,

mentoring, orientation, training, performance evaluation, pay increase

determination, and associate development efforts for a major

functional/technical area.

. Relationship management - Partner with senior leaders across multiple

lines of business and organizational levels to establish direction and

execute change initiatives and set priorities, an agent of change when

required.

. Contract negotiations - Savings in excess of $ 10 Million a year by

renegotiating maintenance and service contracts.

Areas of Experience

Wells Fargo (formerly Wachovia Corporation), St. Louis Missouri

Vice President, Application Development, Risk/Governance and

Program/Project Management 2004 to 2010

As a result of the acquisition of Wachovia by Wells Fargo a

Program/Project Management Office (PMO) was created for the Brokerage

technology and line of business consisting of 20 diverse technology

professionals with over three thousand clients. The PMO became the

single point-of-contact for all divisional projects, process, tools,

governance, and reporting for merger and non merger related projects and

any day to day requests.

. Directed and influenced the intense integration activities, project

plans, meeting coordination, status and corporate communications, then

successfully implemented the new Wells Fargo processes and tools.

. Restructured a team to manage the Demand management processes

centralizing all work requests through the IT work life cycle and

providing a medium for prioritization, funding and resource

allocation.

. Created a team to manage divisional tools - SharePoint, Planview,

CREST and STAMP.

. Created and structured a team responsible for the framework for a

pooled Project Management office focused on delivery and a process

that effectively tracks and communicates the state of work as required

by means of close partnerships with business leaders, IT leaders, and

various constituents.

. Established and managed an internal project audit program with

subsequent reporting.

. Restructured and directed all contract and consulting statements of

work for the merger program in excess of $300 million. Centralized

the responsibility for projecting resource capacity, maintaining

accurate assignment and demand information, and providing oversight of

the staff augmentation model and resources while continually re-

negotiating contracts.

Vice President, Application Development and Production Support

Defined and executed the IT strategy in support of Treasury,

Operations and Finance's interactive business's to offset audit and SEC

challenges. Applications managed were for Back Office accounting,

Finance, OCC and SEC reporting, Derivatives, Mortgages, Bonds, Foreign

Bonds, all together the assets under management amounted to $ 240

Billion.

. Project Manager for BlackRock's front office trading and analytics

tool, SimCorp's Dimension - back office accounting tool and Financial

Data Warehouse while upgrading SunGard and other vendor provided

applications. Responsibilities included all phases of interrogation,

design definition, budget preparation and approvals as well staffing

through implementation. Ensured that a defined scope of work was

successfully agreed upon, developed detailed project plans, estimated

task durations, staffed and managed project teams, identified and

mitigated project risks, communicated project status from mid to

executive level management teams, identified, tracked, and resolved

project issues, as well as controlled project scope and budget in

excess of $ 120 Million.

. Created and restructured the Treasury Technology Support department

with recruiting and training, creating a technical team of 40

developers consisting of Main Frame, Distributed and Data Warehousing

technologists. Administrative teams were created, consisting of

business analysts, technical analysts, project managers and financial

analysts all to deliver projects and day to day production support.

Managed the day to day QA function to ensure projects and enhancements

were tested prior to end product implementation avoiding negative

customer impact.

. Worked with lines of business to identify areas for opportunity within

Treasury, Operations and Finance to develop a business/technology

strategy both tactical 18 months and long term 60 months.

Collaborated for 9 months to create and gain consensus on technologies

delivery capabilities, and a process to continually improve the

provision of services.

. Developed, maintained, and constantly improved standard business

practices that supported the organizational setup and need

requirements for projects/programs. Responsible for developing the

model, implementing it, and maintaining compliance for all relevant

regulations (FSA, QSR, SOX, OCC, Audit etc.). Created and recommended

long-range and short-range management strategy plans with associated

cost estimates and resource requirements

. Saved in excess of $ 10 Million a year by renegotiating maintenance

and service contracts with BlackRock, Thompson Reuters and SunGard

Fleet Bank (formerly Bank Boston), Boston, MA

Director of Trading Systems Technology and FX Application Support,

1997 to 2004

Senior Systems Consultant and Treasury Group Manager

Developed, maintained, and constantly improved standard business

practices that supported the organizational setup and needs requirements

for projects/programs and Trading solutions. Prepared strategic

business requirements, using industry and client accepted concepts,

standards, methodologies, and toolsets. Participated in system

architecture studies of new and existing IT systems to permit

development of integrated corporate, distributed and client server

business systems. Provided support to business partners and negotiated

when necessary to ensure development of an efficient application system.

. Provided leadership and direction for a team of 10 developers

responsible for the implementation and support of OPICS for the Global

FX team. This involved internal development of software, interfaces

and custom functionality as well vendor management.

. Created and managed a team of 30 professionals around the world

responsible for global trading room technology application delivery

and day to day production support.

. Designed and implemented a global network for voice and data

connecting the following sites: Boston, London, New York, San

Francisco, Singapore, Hong Kong, Korea and Tokyo.

. Negotiated quality and cost effective relationships with major

technology vendors (IBM, Lotus, IPC, EQUANT, MCI, Reuters); leveraged

synergies that resulted in larger discounts and specifically a true

out-hosted/outsourced global environment incorporating CITRIX, voice,

and video over IP with full access to all banking systems.

. Redesigned worldwide trading floor technology (Asia, Europe, South

America and USA), which resulted in a virtual trading room (follow the

sun) whereby communication with customers and internal information

flow were facilitated. This increased functionality and enabled a $20

million Foreign Exchange business segment to grow to $350 million in

three years

. Managed the integration for the merger of Banc-Boston and Robertson

Stephens in Boston, London, and New York. Managed the integration for

the merger of Fleet Bank and Bank Boston Capital Markets Trading with

a focus on technology

CS First Boston, New York, NY

Equities Trading Systems Support Manager, 1992 to 1997

AVP, Market Data and Equities Trading Support

. Established a new Equities Trading Support department, managed the

activities of five employees and five consultants, and was responsible

for all equipment trading room technology.

. Oversaw the processes, procedures, training, and documentation for the

management and daily administration of all order entry, market data,

and PC services to all equity personnel, consisting of over 400 users,

800 workstations (including the branches) and various applications.

Kidder Peabody and Co., Inc, New York, NY

Market Data Systems Support, 1986 to 1992

Project Manager & Telecommunications Manager

. With being the public flagship for Bloomberg News, saved the firm $ 10

million a year by eliminating other news services.

. Successfully managed a project staff of 40 individuals with

responsibility for relocating a division of 500 employees.

. Saved $ 5MM per year with the redesign of the current market data

delivery platform utilizing new digital technology to redistribute

services such as Telerate, Reuters etc.

Summary

Hardware: HP and Sun Unix systems, Microcomputers, File Servers, DEC VAX,

IBM RS 6000, IBM 3780 Terminals and Emulation, AS/400

Platforms: MS Windows Operating Systems, Novell Netware, AIX, VMS, Sun OS,

IBM OS/400, HP UX? Software: Java, C++, .Net, J2EE, COBOL, UNIX,

Intel, MVS, Linux, DB2, UDB DB2, Oracle, MS SQL Server, XML, FIXML,

Swift ML, MQ Series, Tibco, ETL tools and other software related to

Open Source Architectures

Software: Most PC-based Software Packages, Planview, All Microsoft Windows

Packages, Microsoft Proxy Server, Microsoft Exchange, Emulation

Packages, cc:Mail and Utilities. Managed in-house Development with

Visual C++, Visual Basic, C++, C, PowerBuilder and FoxPro.

Education

Business Management Major

Pace University

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