Project Manager Management

As a Senior Business Systems Analyst, Strategic Planner and Management

Consultant for Fortune 100 organizations, responsible for driving key

strategic projects in multiple Lines of Business. All projects revolved

around engineering, processes and systems for improved operational

effectiveness. Sample projects include development of storyboards for

personas representing buying styles of middle market software purchasers,

feasibility study for a retail B2B network, comprehensive information needs

analysis for a growing research organization,user experience design for a

corporate Internet purchasing portal, and program management for the

Equities Division of an international brokerage firm. Major competencies in

Analysis/Research, Planning/Estimation and Program/Project Management.

Employment History

SW Software, Inc., New York, NY 1993 - Present

Consultant

As a Senior Business Systems Analyst, Strategic Planner and Management

Consultant for Fortune 100 organizations, was responsible for driving key

strategic projects in multiple Lines of Business. All projects revolved

around engineering business processes and systems for improved operational

effectiveness. Sample projects include a feasibility study for a retail

B2B network, comprehensive information needs analysis for a growing

research organization, integration planning and management for a corporate

Internet purchasing portal, and program management of Euro conversion, Y2K

remediation and street testing for the Equities Division of an

international brokerage firm.

CAP GEMINI AMERICA, Inc., New York, NY 1983 - 1993

New York Financial Service Branch

Consultant

Performed consulting, client and consultant management, candidate

interviews, and proposal writing. Consulting activities included: Complete

project life cycle including analysis, design, project planning, time

estimation, development, testing, implementation and trouble shooting of

systems; analysis, functional specifications and user documentation;

relational database design and implementation; evaluation, recommendation

and implementation of hardware, software application and tools; creation of

alliances with product vendors

Projects Included:

Chase Bank

Project Manager/Business Analyst

Executive Office could not provide customer service effectively. Re-

engineered the customer support function. Responsibilities included:

Definition and creation of an MIS Data Mart to effectively monitor the

levels of service.

Definition of scope of project, project plan and staffing.

Definition and execution of Requirements analysis.

Coordination of efforts among various vendors.

National Museum of the American Indian, Smithsonian Institution

Technology Advisor

In order to maximize the impact of the new facilities being built, improve

service to internal and external constituency, management needed to

understand the programs and plans for use of information throughout the

institution.

Performed Comprehensive Information Needs Analysis for Institution

Interviewed all levels of personnel - Board Members, Senior Management

Group, Department members

Held consultations with Tribal Representatives, other Smithsonian museums,

and other non-profit organizations to define requirements for outreach

technology strategy

Held Facilitated sessions to achieve consensus around information needs and

priorities

Created test technology lab

Created technology education plan for institution

Created 5 year Information Technology Plan for museum

Chemical Bank

Project Manager/ Business Analyst

A complete Help Desk solution to manage the global IT environment was

needed. Instituted a comprehensive Help Desk solution managing the entire

IT infrastructure of this institution. Responsibilities included:

Gathered and analyzed business requirements.

Evaluated and recommended Help Desk Customer support applications,

including:

RFP creation

Response evaluation

Management of product trials in conjunction with vendors

Product recommendation

Chase Bank

Technology Strategist

Management's vision was to develop an electronic procurement environment

that creates significant cost savings through streamlining the purchasing,

billing and payment process using the Internet as its backbone.

Created corporate Intranet purchasing portal.

Defined, planned and managed the integration of internal and externally

developed and hosted applications.

Worked with users to define their needs and preferences.

Worked with outside vendors to integrate their applications into the

environment

Coordinated internal development efforts to minimized duplication of

effort.

The Equitable Life Assurance Society

Technology Advisor/Business Analyst

C-level management did not have timely, in-depth, comprehensible access to

their financial reports.

Evaluated and implemented an Executive Information/ Decision Support

(EIS/DSS) tool.

Coordinated the diverse aspects of an executive support system, which

included graphical depiction of data.

Functioned as liaison among the application vendor, the systems programmers

and the PILOT developers.

Supervised and guided the internal trials of the product with the various

user and development areas.

Created and implemented acceptance criteria for the various trials.

Gave presentations to senior level management regarding the benefits of the

system.

Lehman Brothers

Program Manager

Risk to continued Equities operations was unknown due to EMU implementation

and lack of Year 2000 compliance. In order to quantify and mitigate risk,

designed and managed the effort for Lehman Equities division. This

included

Estimation, allocation and scheduling of resources

Acting as a liaison between the user areas and the corporate "Core" teams

Managing vendor relationships

Reviewing test plans and test scripts

Reporting progress and issues to Senior firm management

Creating Corporate Contingency Plan

Managing and coordinating testing and implementation schedules among the

Corporate, Distributed Applications, Mainframe and Market Data/Third Party

vendors teams through chairing weekly meetings

Preparation, execution and tracking of user awareness training programs

Scheduling presentations and training programs

Planning and implementing End User application survey

Participation in Streetwide Test Planning

Prudential Insurance

Management Consultant

Outdated corporate risk management strategy exposed enterprise to potential

liability. Devised, deployed and implemented sweeping business process re-

engineering effort for all business processes related to corporate risk

management. Deliverables included:

Automation requirements study for Corporate Risk Management Unit through

interviews with executives from 22 divisions including: banking, portfolio

management, information technology, pensions, life and disability insurance

Detailed project scope plan

Personnel recommendations including skill sets, experience levels and

individual team functions

Phased implementation plan for new corporate risk strategy.

Detailed Risk Management Strategy document

Presentation to executive management

Reported to Company Actuary with dotted line responsibility to CEO

Citibank

Business Process Analyst

Inefficiencies in settlement and claims and adjustment process for inter-

network ATM transactions caused financial overexposure.

Studied the process of inter-network ATM transactions.

Re-engineered the claims and adjustment reporting and resolution process as

well as the funding and accounting process.

Documented solution in a high level functional specification which included

implementation estimates and plans.

Merrill Lynch

Program Manager

Firm losing market share and competitive positioning to organizations

offering investment services to large independent investors.

Implemented an international network to service the high net-worth

customers with a new Private Investor System.

Planned, designed, deployed and monitored installation of entire private

investor network,

Managed implementation of all associated software and hardware using local

staff in 42 sites around the world.

Successful management of diverse deliverables from both internal and

external vendors.

Execution of a time management system for both internal and external

billing of all tasks performed by 90 different vendors.

NCR Corporation

Project Manager

To keep competitive in the banking software market, application vendor had

to provide customer support.

Developed estimates and project plans

Created functional specifications

Performed technical design

Supervised implementation of enhancements to the Interactive international

Banking System (IIBS) software product which includes Foreign Exchange,

Money Market, Demand Deposit Accounting, General Ledger, Loans, Letters of

Credit, Credit Risk Management, Customer Information and SWIFT Interface

modules

Worked with Sales, Technical Services Management and Staff as well as the

Vendor's clients.

Teaching Experience

Purchase College, State University of New York, Purchase, NY 2010

Adjunct Instructor, Anthropology Department

Magic, Witchcraft and Religion

Montclair State University, Montclair, NJ 2006 -

present

Instructor, Anthropology Department, Latin American Studies

Latin American Cultures

Hunter College, City University of New York, New York, NY 2006

Instructor, Anthropology Department

Introduction to Linguistic Anthropology

Baruch College, City University of New York, New York, NY 1994 - 1996

Instructor, Continuing Studies, Computer Programming Certification Program

Taught Introduction to Computer Programming, COBOL, and Advanced

Programming Concepts

CAP GEMINI AMERICA, Inc., New York, NY 1990-1993

Technical Trainer

Relational Database Concepts, DB2, ORACLE

Education

The Graduate Center, City University of New York, New York, NY

PhD Program, Anthropology, August 2005 to Present

Hunter College, City University of New York, New York, NY

Thesis: Anthropologists at Work: Business Systems Analysis as Ethnography

Master of Arts, Anthropology, June 2004

New York University, Graduate School of Arts and Sciences, New York, NY

Diploma, Museum Studies, September 1998

University of Pennsylvania, Faculty of Arts and Sciences, Philadelphia, PA

Honors Paper: Computer Use in Archaeology

Bachelor of Arts, Anthropology/ Computer Mathematics

Conference Papers and Presentations

Organized, Anthropology in an Uncertain Age: Practicing Inside and Outside

the Academy

Presented, "Doing Ethnography: Business Systems Analysis in the Financial

Services Sector"

Society for the Anthropology of North America, Annual Meeting, New York, NY

2006

Presented, The Anthropology Re-branding Project: Marketing Campaigns for

Today's and Tomorrow's Anthropology,

Invited Session, National Association for the Practice of Anthropology

American Anthropological Association, Annual Meeting, Washington, DC

2005

Presented, "Museums in Native Voice"

Society for Applied Anthropology, Annual Meeting, Santa Fe, NM

2005

Presented, "The Processes, Pitfalls and Benefits of Technology Planning"

Museum Computer Network, Annual Conference, Toronto, Canada

2002

Service and Memberships

Society for Applied Anthropology (SfAA), Board Member

2007 - 2010

New Media Coordinator

2010 - Present

New York Association for the Practice of Anthropology (NYAPA), Organizer

2006 - Present

American Anthropological Association (AAA)

Linguistic Society of America (LSA)

Museum Computer Network (MCN)

American Association of Museums (AAM)

Professional Skills

1 Business

Business Management Consulting User Experience

Project Management Project planning and

estimation

Business Systems Analysis Business process re-

engineering

Team Building ` Staff Supervision

User interface/liaison User training

University Teaching Management presentations

Feasibility studies Technical writing

JAD Facilitation Proposal writing

Process modeling Web Content Definition and

Creation

Data modeling Data Warehousing

System Design and Development Database Design and

Development

Hardware and Software Evaluation System Conversion

2 Languages

French, Spanish, Latin, Hebrew

Technical

Hardware

IBM 309X, 308X, 303X, 370/360, 43XX, PC/XT/AT/PS/2, AS/400, RS 6000, MQ-

Series, NCR 10000/xx, 9XXX, 85XX, 84XX, 82XX, TOWER, DEC VAX, SUN

SPARCServer, SPARCstation, HP 9000, 3000, MacBook

Software

Operating Environments

SCO UNIX, SunOS, Solaris, HP-UX, Windows NT Server and Desktop, Novell

Netware, MVS/XA. VM/CMS

Windows 3.1, 95, 2000, NT, Vista Client, MQ Series, Netscape Navigator,

Internet Explorer, IIS, IPlanet, WebLogic, WebSphere, Mac OS X

Programming Languages

SQL, JAVA, HTML, COBOL II, Visual Basic, NEAT/3, APL, PL/1, HP Basic,

Databases

ORACLE, Sybase, SQL Server, DB/2, MS-ACCESS, FOCUS, IMS, IDMS, TOTAL,

Paradox, Turbo Image, SELGEM

Tools

Visio, ERWin, UML, Designer 2000 (Oracle CASE), Excelerator, Pro-Kit,

Bachman, IEW, Blaze

Rational Rose, Developer 2000 (SQL*FORMS, SQL*MENU, SQL*PLUS, SQL*LOADER,

SQL*REPORT, SQL*REPORTWRITER), Oracle Reports, FrontPage, PowerBuilder,

CICS (Command Level), SDF, BMS, QMF, QMX

OS JCL and Utilities, TSO/ISPF, CLIST, PANVALET, VSAM, INTERTEST

MS-Project, Project Workbench, Lotus Notes

Applications

IIBS, PILOT Command Center, Clarify, ServiceCenter, Cognos Impromptu,

PowerPlay, Portfolio

MS-Office (MS-Word, MS-Excel, MS-PowerPoint), WordPerfect, Lotus 1-2-3,

Quattro Pro

Raiser's Edge, Collection, KEMu, TMS

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