Frank Castellarin, PMP, SCRUM/Agile Certified

Project Manager / Portfolio Manager / Program Manager

Email: ac19mk@r.postjobfree.com Mobile Phone: 416-***-****

Professional Profile:

Results-oriented Project Management Professional with 25+ years’ experience of verifiable successes steering innovative new product, program and service launches in the IT industry. An established and trusted team leader with proven ability to build, mentor and motivate high performing teams of IT and industry professionals through uncertainty, complexity & ambiguity and rapidly changing business environment where risks need to be assessed and planned for. A creative and persistent problem-solver with strong communications and leadership skills who offers extensive experience in the full project management cycle. Natural facility for liaising between business and technology groups to ensure that business proposals are both technically and commercially viable. Skilled at evaluating complex client requirements and business imperatives and delivering successfully under seemingly critical constraints to meet objectives in a fast-paced competitive environment. Excels in matrix team environments, with a proven ability to manage teams of cross-functional in-house and external resources.

Summary of Contract Assignments:

CIBC Remote Banking & Shared Services

Program Manager / Agile Scrum Master

Jan 2016 – Feb 2017

Bank of Montreal Channel/Mobile Applications

Project Manager

Dec 2014 – Nov 2015

RichardsonGMP

Project Manager

Aug 2014 – Nov 2014

Ontario Lottery Gaming Corporation (OLG)

Project Manager

Mar 2014 – Aug 2014

TD Online Channel & Mobile Applications

Business Program Manager

Jul 2013 – Jan 2014

CIBC Retail Branch Applications

Project Manager

Feb 2013 – Jul 2013

Greater Toronto Airports Authority GTAA

Program Manager

Jun 2012 – Dec 2012

Intact Financial Corporation – Insurance (Property & Casualty)

Project Manager /

Portfolio Manager

(Business & Technology)

Sept 2010 – Apr 2012

CryptoLogic – Online Gambling / e-Gaming

Portfolio Manager

(Business & Technology)

Apr 2009 – Sept 2010

Filogix – Mortgages / Real Estate Industries/Credit Solutions

Project Manager

(Business & Technology)

Dec 2007 – Apr 2009

Royal Bank of Canada – Wealth Management / Investments / Banking / Insurance

Project Manager

Feb 2006 – Sept 2007

Toronto-Dominion Bank Financial Group

Program Manager

(Business & Technology)

Aug 2005 – Jan 2006

Canadian Imperial Bank Of Commerce (CIBC)

Project Manager

Dec 2004 – Jun 2005

Johnson & Johnson Corporation

Project Manager

Aug 2004 – Dec 2004

The Dominion Of Canada General Insurance Company / NexInnovations

Project Manager

May 2004 – Jul 2004

Ontario Power Generation

Project Manager

Technical Project Manager

Jul 2001 – Feb 2004

Hudson’s Bay Company / Zellers

Project Manager

Business Analyst

Jun 2000 – Apr 2001

North American Media Engines (NAME) / Telcordia

Process Analyst

Mar 2000 – Jun 2000

General Motors / Minacs World Wide

Project Manager

Sep 1999 – Dec 1999

Celestica Corporation

Project Manager

Jul 1998 – Jun 1999

Project Assignments

CIBC Remote Banking & Shared Services (RBSS) Jan 2016 – Feb 2017

Program Manager – P2P Plus Enhanced User Features/eTransfer/Mobile Payments Program Budget $ 8 Million

Planning/Executing an Interac P2P Plus EUF program to support scope such as request for money, auto deposits, recurring payments, bill splitting, mobile payments, SMS transactions/alerts, social media integration payments, personal, shareable URL’s (deposit able URL’s for fundraising/gift registry), iMessage/Siri Apple (text & voice) integration & bulk payments.

Managing vendor Deloitte to define scope with business, generate business requirements & provide competitive landscape assessment of other FI’s & Fintech organizations

Manage 5 different project work streams within the program, reporting to VP Payments and VP Technology

Program consisted of different LOB’s (business & technology) (Deposits (CIBC/Presidents Choice (PCF)), Consumer Products, Innovation Payments, Retail Operations, Business Banking, Marketing, Talent Development (Training), Contact Centers, Finance, Legal, AML & Fraud).

Technical Program Manager / Scrum Master – Enterprise 360 Client Profile Program Budget $7 Million

Planning/Executing a technical program of Enterprise 360 Client profile. Consolidating customer information/holdings/relationships from areas of Retail Banking, Capital Markets, Wealth Management, Business Banking etc. into consolidated view of the customer holdings.

Planning/Execution of Client Segmentation model using SAS analytics models to derive customer segmentation into tiers for improved customer experience

Scrum Master using agile approach to create a prototype consolidating the customer holdings and amalgamating the customer data points from different silos in the organization (i.e. Retail Banking, Wealth Management, Capital Markets, and Business Banking). Documenting epics, stories, tasks & issues using a tool called JIRA. Generating burn down graphs to monitor sprint production output.

Project Manager - GIC Growth Program

Planning/Executing of the GIC Growth Program will revitalize the term and deposit platform to increase speed to market for new and innovative products, improve targeted offer capabilities and add issuing legal entities, all in support of the Deposit Strategy to grow balances and reduce liquidity risk and earnings volatility.

Impacted Products: Registered & Non-registered products. Replacing IPS with CORE (strategic GIC platform at CGI)

Implementation of real-time posting of financial transactions to all CIBC deposit & accounts originating from the online platform for the sales and service to registered & non-registered GIC and to contributions and withdrawals from registered plans (RSP & TFSA).

Bank of Montreal (Channel/Mobile Applications) Dec 2014 – Nov 2015

Technical Project Manager - Enterprise Alerts: Budget $ 8Million Team Size 25

Planning/Execution of Enterprise Alerts application incorporated multiple lines of business such as Online Banking/Mobile, Wealth Management, Fraud, & Customer Information etc. to notify clients via SMS and/or email; HUB integration with TIBCO applications;

Engaged in the business evaluation & selection of the vendor delivery engine – Salesforce/ExactTarget; Microsoft Azure & IBM Mobile Customer Engagement (MCE/Xtify/Silverpop)

Chaired monthly meetings with all levels of management including: senior executives, VP’s, and cross functional weekly meetings with managers on program strategy, risk, status, and issue resolution

Cultivated strong, solutions-focused working relationships with project teams and stakeholders, proactively identifying system & software enhancements and solutions to meet BMOs’ evolving operational and business needs

Successful implementation working in Matrix reporting environment

Technical Project Manager – Identity Access Management - Aveksa: Budget $ 1.2Million

Planning/Deployment identity access management solution enable enterprises to understand who has access to what applications and data resources in order to make more intelligent access decisions based on identity context.

Technical Project Manager – FATCA: Budget $ 550K

Enhancements to Contact Centers & Branch applications to support Foreign Account Tax Compliance Act (FATCA) regulatory requirements

Technical Project Manager – Recurring Payments & Transfers: Budget $ 6.2Million

Planning/Execution of Recurring Payments & Transfers application incorporated multiple lines of business such as Online Banking/Mobile/Call Centers (IVR)/Branch Operations/Small Business etc. to setup recurring payments & transfers for clients; HUB integration with TIBCO applications; Project objective is to offer customers a bill payment / transfer scheduling service; cross border transfers; ACH payments; integration with Credit Card payments; The scheduling service allowed customers to set up a one time or recurring payment / transfer for a date(s) in the future.

Enabling the application to operate on Mobile & Tablet devices for digital solution

RichardsonGMP Wealth Management Aug 2014 – Nov 2014

Project Manager – OpenView configuration

Configuration & Deployment of DataPhile OpenView application for 680 front office users

Project Manager – Compliance Project - DST Subserveo: $ 130K Team Size 3.

Planning & resource allocation of DST Subserveo application for Trade Surveillance & Customer Relationship Model (IIROC Rule 2500 & CRM) for compliance department & front office managed accounts

Project Manager – Personal Pension Plan (PPP)

Feasibility study of Personal Pension Plan (PPP) new product deployment – INTEGRIS

Project Manager – Data Warehousing

Strategic study reviewing Data Warehousing/Reporting solutions – completing a feasibility study, facilitation of vendor product demo’s and presenting recommendations to senior management to deploy a DW solution.

Project Manager – Workflow Automation

Strategic study of back office workflow automation

Ontario Lottery Gaming Corporation (OLG) Mar 2014 – Aug 2014

Project Manager – Social Media Feedback site: Budget $ 300K Team Size 5.

Deployment of social media feedback site used to integrate with Casino games to collect customer experience information, updates to new releases and blog to record customer responses

WordPress application deployed to multi-server environment

Enabling ACCESSIBILITY FOR ONTARIANS WITH DISABILITIES (AODA)

Experience with LotusNotes for document management

TD Online Channel & Mobile Applications Business Program Manager Jul 2013 – Jan 2014

Enterprise project management process of TD to fulfill SDLC, Project Management Quality Controls, Design Documents, Project Plans & Tasks List process cycle

Online Branch Locator: $ 200K Team Size 5.

TD Branch Locator Optimization project that helped customers identify resources that speak different languages in selected regions

Retail Compliance – Budget: $ 2.9 Million Team Size 30.

Retail Compliance project used to introduce new Global Anti-Money Laundry compliance regulations in TD Online Banking applications

Supporting Change Management Process

IPAD/Android Tablet – Budget: $ 3.4 Million.

Converting apps to operate on iPad IOS/7 and Android 4.2 Tablet using IBM Worklight product for digital solution

Enabling Accessibility (AODA) for IPAD IOS/7, IOS/6 & IOS5 and Android 4.2

Advising senior managers on the potential risks of project

Credit Card Portal – Budget $500K

Deploying web application that redesigned the Credit Card portal

Planning, Execution and Deploying web application for Credit Card Web Portal Redesign

CIBC Retail Branch Applications Feb 2013 – Jul 2013

Project Manager – Budget: $ 300K Team Size 5.

Horizon application upgrade to support Retirement Planning and Retirement Goal Planning for Premium Investors to support CIBC Investment Advisors

Project Manager – Budget: $ 600K Team Size 10.

MQ series & Web tools (replacement of web tools JADE framework with Spring Web Flow and JSF) upgrade to support Horizon application

Data Centre migration of Horizon servers: Development, DIT, SIT, UAT, Performance Testing and Production from Calgary to Toronto

Greater Toronto Airports Authority (GTAA) Jun 2012 – Dec 2012

Program Manager

Oracle upgrade – Budget: $ 3.8 Million Team Size 15.

Oracle eBusiness upgrade from 11.5 to R12 & Oracle Database upgrade from 9.2 to 11gR2

Managed the procurement processes including RFP, selection, contract negotiations

Automated Border Clearance Budget: $4.8 Million Team Size 25.

Automated Border Clearance – deployment of 40 kiosks at Pearson International Airport for Canada Border Service Agency (Customs) – Kiosk is used to collect custom cards and streamline the volume of passenger flow within highly dense areas of the airport

Received “secret” security clearance from Canada Border Service Agency (Customs) – transfer to any federal government agency of Canada

Vendor Management – IBM & Vancouver Airport Authority ( distributers of the kiosks)

Improve & Manage Wait Times Guest Customer Experience Budget: $2.0 Million Team Size 25.

Improve & Manage Wait Times – deployment of sensors throughout Pearson International Airport used to collect statistical data to determine wait times of customers in pre-boarding, boarding, customs and baggage claim – the data is collected by sensors to be populated into business intelligence (Oracle OBIEE) application for data analysis and display on monitors showing average wait times.

Hosting environment in UK with VPN connection to collect statistical information via sensors and transmit average wait times to monitors and online website – Blip Trak solution

Vendor Management – IBM, Amor, Deloitte, Ultra and Construction contractors

Quality control and documentation management tasks needed to manage our platform

Web Sphere upgrade from Version 6.0 to V8.0

Web sphere upgrade and migration from V6.0 to V8.0

Intact Financial Corporation Sept 2010 – Apr 2012

Project Manager – Budget: $ 8 Million Team Size 25.

Successfully launched on senior management mandate and commendation by the CEO for the first implementation in Canada of the Fraud Detection application with benefits realization of $16 million annually in Ontario. The deployment of a web portal data mining tool called NetReveal from European company called Detica (subsidiary of BAE); incorporated multiple lines of business such as personal lines auto, commercial & home policy/claims data from OPUS Claims Management system & Policy data warehousing application integrated into the data mining tool; in addition, integrating output data elements/scoring of the NetReveal product into the enterprise data warehouse (EDW) application for management reporting; Creating complex interfaces between existing complex applications using ETL Informatica tool to allow data to be consumed by European vendor data mining tool for SIU forensic business users to identify fraudulent claims

Agile transformation in preparation of the extract data for the data mining tool called Net Reveal. We incorporated daily team meeting to understand accomplishments, activities for the day and impediments moving forward. This is structural change from traditional waterfall approach to AGILE methodology. Team meeting incorporating BA, Architecture, ETL developers and QA representatives to validate the data files being creating the ETL informatics tool. Estimating effort of user stories, identifying sprints and creating burn down charts showing progress to management. Meeting the aggressive timelines within budget.

Leader of Intact Financial Corporation largest claims program for 2011 that included teams from all levels (Business, IT and European Vendor) delivering successfully under an extremely compressed schedule

Create User Guides and associated client-facing documentations

Projects (lifecycle management), track and report Project Statuses, Time Booking, User-training sessions in a virtual office setting

Portfolio Manager - Claims Department Budget: $ 20 Million. Team Size 45.

Managing the project management deliverables (project scope, project quality, portfolio business & technology risks/issues, schedule, & costs) across the portfolio, resolving escalated & resolving issues. Acted as escalation point for potential conflicts between direction and project constraints

The portfolio consists of the following projects:

Enhancements to base product – OPUS Claims Management Application, ECM improvements, Workforce Management, Ontario Accident Benefit Improvements

Electronics Funds Transfer & Pay Cards

Litigation Applications

Piloting Mobile application for adjusters

Oracle upgrade to 11G & AIX upgrade – high-availability

Complex transformation project: Web Methods Integration with the First Notice of Loss Application (FNOL) and the Personal Lines OPUS Claims application used for queuing and processing transactions between the two applications - in addition when the OPUS application is unavailable the FNOL application was able to queue the transactions using web methods until OPUS application was available to process the transactions

Providing input to the Director, relative to responsibility of human resource management of project managers. In addition, mentoring, managing & leading a team of project management professionals

Ensuring that best practices are in place in terms of project and portfolio management processes, disciplines and controls and that they are consistently applied, in compliance with corporation’s methodologies

Translates functional specifications into detailed Statements of Work and project plans, complete with defined deliverables, risk management parameters, milestones, and deadlines

Advising senior managers on the potential risks of project / portfolio

Tracking & Reporting – provide objective tracking and monitoring of projects for executive reporting

Benefits realization – establish ownership of benefit tracking after projects post-implementation against business case objectives

CryptoLogic – Online Gambling/e-Gaming Apr 2009 – Sept 2010

Portfolio Manager Casino in Box/Mountain Budget: $ 5.9 Million. Team Size 50.

Portfolio manager working on strategic multi-billion dollar global internet gaming market digital solution. Developing games for e-gaming operators world-wide. Implementing Strategic Direction of online gambling for European and Russian markets. The e-gaming application integrates with EDW application, financial systems and licensee e-commerce management back office applications

A Web-portal scalable application that supports high-availability. Infrastructure Deployment: Data Server upgrades in Malta

Offshore development and quality assurance in Ukraine, Belarus, Russia, China and business partners in Australia

Interacting with e-licensing integration global partners identifying jurisdictional and licensing regulatory requirements. Time to market deployment stipulated by the European gaming government regulatory compliance mandate/deadlines. Liaise with regulators to direct regulatory audits and to facilitate technical licensing requirements

Integrating e-commerce transactions for acceptance of payment to allow customers to engage in e-gaming applications

Agile transformation structure driven change focuses on forming teams and governing the flow of information. The focus is on organizational alignment. Culture and practices only emerge within a rational structural and planning framework.

Incorporating teams to have daily stand ups and provide accomplishments, expectations for the day and identify any road blocks moving forward

Flexible Registration Budget: $1.5 million Team Size 40.

The Flexible Registration project was designed for an optimum registration form and workflow to increase player conversion to allow the player to signup and start playing casino games immediately. The competitive, player-friendly registration process increased the number of successfully registrations by 10%, thus reducing the abandonment rate from 40% to 50%. The increase of revenue was $900,000 USD per year

The Flexible Registration project incorporated both web portal application and infrastructure deployments. A multi-tier application that incorporated load balancing, infrastructure upgrades (i.e. TomCat, firewall modifications, server upgrades, BSG – ESB Gateway, Mule, Weblogic, WebMethods Cluster ), Application Services, Web Presentation Tier, MidTier-BSG Gateway, Oracle/SQL database upgrades, Casino Servers application, Casino clients applications and EDW interface for reporting (i.e. ETL, Microstrategy & Epiphany). The application development incorporated Flash technology, Java and C++ supports both Casino Downloadable and Instant Play games

WebMethods integration was used for queuing transactions between the load balancer and back office applications

Filogix – Mortgage/Real Estate Industries/Credit Solutions Dec 2007 – Apr 2009

Project Manager

Web portal application software package that supports primary markets: mortgage brokers, lenders (underwriting and mortgage sales force), credit products and real estate applications

Activation of mortgage insurance in the flagship product Filogix Express for lenders, brokers and financial institutions

Defined the plan for the Integration of Broker-Expert application to the Nexa CRM application

Infrastructure: Deployment of Linux servers to support the Nexa CRM application

TD Canada Trust RFP

Expert Brokerage application integrating to an Imaging Document application, Lender application and CRM application – incorporating professional services, implementation plan, infrastructure deployment

CIBC Express mortgage application project Budget $1.5 Million Team Size 15.

planning/deployment 650 concurrent users for Express mortgage web-portal application –

High-Availability: Load Balancing/Clustering with Terracotta, JBoss operating environment & MQ series infrastructure

Negotiated contractual agreements with Terracotta Sales director for product/support.

Royal Bank of Canada Feb 2006 – Sept 2007

RBC / Direct Investing / Dominion Securities / Wealth Management / Investments / Online Banking / Insurance

Project Manager

Identity Management: Sign-in protection project Budget: $ 900K. Team Size 5.

Enhancements to web banking applications adding an additional layer of security for US and Canadian operations – sign-in-protection

Open Personal Deposit Account Enhancements /Anti Money Laundry / eSavings: Budget: $ 400K. Team Size 5.

Deployment of new eSavings account - received Team Excellence award from RBC

Deployment of compliance regulations for 3rd party determination

Enterprise Online Communication Centre: Budget: $ 1.3 Million Team Size 12.

Deployment of Enterprise Message Centre deployed for RBC Online Banking, Insurance, Direct Investing and Dominion Securities for digital solution

Secure and Targeted messages sent from all business units to customers (i.e. Investing, Banking, VISA, Insurance)- Integration to the Banter e-mail management system

Integration to the eStatement notification application for online statements for both Banking and Investments

Vendor management of offshore teams (India) to handle Development & QA testing

Global Navigation – Online Banking redesign: Budget: $600K Team Size 10.

Redesigned Online Banking application with new navigation enhancements to allow clients to interact with different lines of business (e.g. Personal/Business Banking, Investing, Trading applications & Insurance)

eCheque Imaging / eStatements Project for Caribbean Estimated $ 1.2 million

Defined high-level design interfacing RBC Online banking application with NCR image application for Caribbean operations for digital solution

DB2 Migration Project Budget: $ 900K Team Size 15.

DB2 Migration Proof of Concept project – migration of a cash management database (RBC Express) - DB2/UDB database from windows 2000 server to OS/390 Mainframe using DB2 connect - Web Application – WebSphere & Java J2EE

Infrastructure Project – Email Money Transfer PKI Batch Migration: Budget: $ 150K. Team Size 15.

Remove PKI server and enhance the infrastructure with Network Gateway solution. Upgraded the IEMT software application & managed the vendor Acxsys/Certapay

Transfer of real-time EMT transactions to other FI’s. and introduction of new FI

Infrastructure Project – Entrust Deployment V8.1 – Information Security: $ 800K. Team Size 5.

Estimated work effort, defined project plan and defined architecture for deployment of Entrust for RBC Insurance contact centers, server upgrades and seven new appliances

Toronto-Dominion Bank Financial Group Aug 2005 – Jan 2006

Program Manager Budget: $ 3.8 Million. Team Size 30.

Telon Migration - 15 critical applications from areas of wealth management, mutual funds apps, trading systems, payments, mortgages, investment banking, retail banking and commercial banking

Supporting Change Management Process

Canadian Imperial Bank of Commerce Dec 2004 – Jun 2005

Project Manager Team Size 10.

Deployment of 500 Windows XP workstations across Canadian regional sites

Courion - Password Courier – Deployment of Self Service Password Management (SSPM) Identity Management tool. The deployment of 2400 Windows XP workstations with Oracle/Unix backend platform. Incorporating SAN/NAS network storage technology

Johnson & Johnson Aug 2004 – Dec 2004

Project Manager Budget $1.8Million Team Size 3.

Server Upgrade – Windows 2000 - Project Manager for Johnson & Johnson Corporation consolidated 80 servers to 30 servers and consolidating 5 data centers to 3 data centers incorporating SAN/NAS network storage technology

The Dominion of Canada General Insurance Company May 2004 – Jul 2004

Project Manager Team Size 5.

Desktop Refresh Project – MSI Packaging - implementation of 150 applications using MSI packaging. The applications consisted of the financials, group benefit, P&C and underwriting applications

Ontario Power Generation – Energy Markets Jul 2001 – Feb 2004

Project Manager/Quality Assurance Budget: $ 1.1 Million. Team Size 10.

Project Manager for the Ontario Power Generation Energy Markets Division; developed and executed the implementation plan for the Windows XP rollout for 520 workstations

Technical Project Manager / Business Analyst Disaster Recovery Budget $ 2.5 Million. Team Size 30.

Business Analyst defining the DR and application resilience requirements. The business requirements identified the current system DR capabilities and provide a strategic direction and cost benefit analysis. Documented the current capabilities of 200 applications (e.g. Zai*Net, Bloomberg, Reuters, TIBCO message brokers etc.)

Implemented DR solution with real-time data replication for trading applications. The replication software implemented on the Oracle platform Quest Shareplex product & Microsoft Sequel Server/NT platform Legato RepliStor product

Hudson’s Bay Company / Zellers Jun 2000 – Apr 2001

Project Manager / Business Analyst Budget $1.5Million. Team Size 10.

Implementing of a Big Ticket point-of-sale application for 90 stores across Canada on IBM 4694 point-of-sale workstations. A 3-tier web-based intranet web-based application interfacing into a mainframe system using DB2-connect

Education Specialized Honors B.A. Computer Science, York University., PMP Certified, Scrum/AGILE Certified

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