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Project Manager Management

Location:
Lutz, Florida, 33549, United States
Posted:
May 23, 2010

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BRIAN T. FOLEY

*** **** ***** *****

Lutz, FL ***49

(813) ***-**** Mobile

abmqkx@r.postjobfree.com

SENIOR OPERATIONS EXECUTIVE

Strategic, results driven leader with more than 20 years experience

developing and managing profitable

financial operations within complex, high impact domestic and global

environments. Insurance and Financial Services background includes

acquisitions, consulting, business off-shoring, client relations, project

management, technology integration and compliance reporting. Strengths

include identifying change management plans and comprehensive business

solutions that bring value across multiple business lines with worldwide

application. Strong and proactive leader who can develop, mentor and

utilize talent to achieve positive year over year results.

PROFESSIONAL EXPERIENCE

Metropolitan life insurance company - TAMPA, fl 2002-2009

VICE PRESIDENT AND TAMPA SITE LEADER

PROVIDED STRATEGIC VISION, LEADERSHIP AND MANAGEMENT FOR METLIFE'S

ENTERPRISE-WIDE OPERATIONS, CLAIMS AND FIELD CALL CENTERS, INCLUDING

AGENCY AND INDEPENDENT BROKER SUPPORT FOR ALL INDIVIDUAL LIFE BUSINESS

FRANCHISES, ANNUITIES, INSTITUTIONAL BUSINESS AND METLIFE AUTO & HOME.

OVERSAW OPERATING BUDGET OF OVER $26M AND THE MANAGEMENT, TRAINING AND

DEVELOPMENT OF OVER 275+ ASSOCIATES.

. Effectively collaborated with senior management, MetLife field agencies

and off shore vendors across the organization to create and implement a

comprehensive service level reporting and communication strategy that

increased customer and field satisfaction to a historic 6 year high during

2008.

. Processed $21.2B annual premium and 57M monetary transactions per year

for over 30M individual policy/contract holders. Reduced the complexity of

all legacy cash and claims processing platforms.

. Implemented MIDA$ debit authorization system and converted the Agency

Office Cashiering System to a Java-based platform; and reduced outstanding

aged cash and policy suspense volumes from over $2B to under $250K.

Defined, deployed and executed MetLife strategic and tactical technology

initiatives.

. Guaranteed oversight of reporting and funding all variable and equity

based products; ensured all processed within SLA and matched all SEC, SOX,

and MetLife internal audit and compliance rules.

. Increased savings of $900K through focused and negotiated contracts with

external bank vendors and manage multiple TPA and core lockbox, billing

and collection relations in support of 457 and 403(b) plans.

. Influential stakeholder and key partner for the 2005 Traveler's Life and

Annuity business acquisition and integration plan. Drove new strategy

development and opportunity benchmarking.

. Empowered business leader and key stakeholder to leverage MetLife's

ongoing off-shoring initiatives to our Global Operations Support Call

Centers (GOSC) in Noida, India and San Jose, Costa Rica.

EAGLE INVESTMENT Systems, LLC - New York, NY 2001-2002

PROJECT MANAGER

. Implemented and coordinated a joint US/Dutch project team implementing

Eagle's S.T.A.R. accounting platform on site for a major Dutch financial

institution and their existing global clients.

. Key provider and Dutch based business liaison for Eagle's data accounting

and performance management modules that allow for global, multi-currency,

insurance and alternative investment account reporting.

. Managed more than 20 team leaders and developers to deliver a cost

effective, highly scalable and customized advanced business solution that

was launched within critical timelines and under budget.

trade.com global markets, inc. - New York, NY 2000-2001

SENIOR VICE PRESIDENT/ WEALTH MANAGEMENT AND TECHNOLOGY

Responsible for developing Trade. com's domestic and international Wealth

Management and Mutual Fund Business initiatives.

. Managed team of over 20 developers, investment consultants, international

operations associates and programmers to create co-branded and private

labeled web trading platforms in Asia and Latin America.

. Enhanced relationship management with Asian wealth segment customers by

negotiating the Trade.com RFP in both Singapore and Hong Kong to develop

a new robust portfolio module suite.

. Coordinated and assisted in the development of e-finance partnerships

with financial institutions in Latin America and Asia to create a multi

layer global B2B, B2C, and B2B2C financial services platform.

OPPENHEIMER CAPITAL: PIMCO TRUST COMPANY - New York, NY 1996 - 2000

Vice President/Portfolio and Client Services

Managed all operational and administrative aspects of the entire Trust

Company, and directed the NAV fund pricing with Mellon Bank, Boston.

. Monitored all trading transactions admissions/withdrawals, asset

allocations and NAV pricing for the twenty OCTC and PIMCO daily

commingled 457 and 403(b) retirement funds valued at over $1.9B.

Responsible for oversight and the processing for bonds, cash suspense,

open trades, vault inventory, stock transfer, stock loan and the

balancing of in-house accounts.

PAINE WEBBER TRUST COMPANY - weehawken, NJ 1993 - 1996

Vice President/Manager of Domestic Operations Service Center

Managed staff of seven Operations Specialists responsible for all

operational disciplines of the Paine Webber Trust Company.

. Served as senior management liaison for all Trust Officers, clients and

third party administrators to ensure all administrative and operational

priorities have been fulfilled.

. Assured and conducted directions to the custodian, Mellon Bank, for all

operational aspects of the custodial relationship, including the

coordination of IRS tax filings of forms 1099R and 945.

SMITH BARNEY SHEARSON INCORPORATED - New York, NY 1992 -1993

Operations team Leader

. Responsible for processing all expiration offers including tenders,

rights and conversions. Also communicated with branches and wire

institutions on delivery of funds.

PAINE WEBBER INCORPORATED - New York, NY 1988 - 1992

Senior Retirement Plans Analyst, Retirement Plan Services

. Verified government reporting of forms W2-P, 1099R, 5498, 5500 and year

end valuations.

EDUCATION / CERTIFICATIONS

State University of New York, College at Brockport, NY

FINRA Registered SERIES 6, 26

MILITARY EXPERIENCE

CAPTAIN (Retired) / New Jersey Army National Guard / Secret Clearance

(inactive)

US Armor Officers School, Ft. Knox, KY. Awards included: Army Commendation

Medal (4), Army Achievement Medal (3), Global War on Terrorism Medal and

the Army Overseas Service Ribbon.



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