Manager Project

Senior Change Manager/Technical Project Manager

Summary:

Experienced solutions oriented Senior Change Manager/Technical Project Manager offering 15 plus years of successful leadership of all phases of change management/technical delivery management of diverse technology projects; industry experience: Insurance, Financial Services/banking, Manufacturing, Healthcare, Food & Beverage and Municipal Government.

Business strategist and Enterprise Change Manager plan and manage multimillion-dollar projects aligning business goals with technology solutions to drive process improvements, competitive advantage and bottom-line gains.

Excellent communicator; leveraging technical, business and financial acumen to communicate effectively with stakeholders, LOB Executives and their respective teams and C-Level Leadership (CIO, CFO, CXO’s, etc.).

Experienced in Agile, Waterfall, PMI PMBOK, CMMI, and JAD project management and Enterprise Change Methodologies.

Able to manage large technical domestic and off-shore project teams and known for high-quality deliverables that meet or exceed timeline and meet budgetary targets.

Education

South Carolina State University

B.S. Chemistry

Certifications

Microsoft Certified MTA Network Fundamentals (completed September 2015)

Microsoft Certified MTA Security Fundamentals (completed September 2015)

Project Management Certificate (Continuous Process Improvement)

Microsoft Certified MSCA 70-410

Installing and Configuring Windows Server 2012 R2 (to be completed October 2015)

Core Competencies:

Project Planning & Execution

Implementation/Release Management

Program Management

Production Environment Change Management

Six Sigma Methodology/DMAIC Process

Process Improvement

Project Tracking & Reporting

Development Plans & Schedules

PMI PMBOK & Agile, Waterfall Methodology

Tactical/Strategic Planning

Application Development

UA Testing

Production Defect Management

Compliance & Performance Management

Change Management

Mortgage Operational Data Environments

Mortgage Integrated Data Environments

Achievement Highlights

Change Manager for Custom Software/Application Development & Launch (Process Improvement): Lead highly technical team in the development and successful launch of the Customer Billing Platform for Registered Investment Advisors RIA’s). Creating a mobile Digital platform with a seamless user interface across all devices and operating systems (iOS, Android, smartphones, iPhones, tablets, iPads, laptops and desktops utilizing browsers; IE, Google Chrome, Fire Fox and Safari. Automating the Customer Billing process enabled the expansion of this service offering to all RIA’s with a projected revenue growth exceeding 60% within the first year. (LPL Financial)

Change Manager for RDBMS/ODS Development for the Mortgage Integrated Database Environment: Managed the creation of the Regulatory Data Repository (new ODS for regulatory reporting), a new system of record that maintained and process data to evidence compliance with CFPB, QM Rule. Successfully implemented the new repository prior to the 12/31/2013 regulatory deadline. (Wells Fargo)

Systems Engineering & Security: Successfully lead initiative to convert from Windows Servers (thick Client) to a virtual environment that included: end to end WebPack services conversion to SOA version 7 in new WebSphere MQ clustered environment and deployment to zLinux. (BlueCross and BlueShield of South Carolina).

Professional Experience

Wells Fargo, Charlotte, NC Oct 2015 – Jan 2016

Wealth Management and Investment Technology

Technical Project Manager 5

Managed the WySTAR Web Services, WyAuth and Portal WebSphere application Upgrade and Refresh from v7.x to v8.6 and Upgrade of Portal and WyAuth IBM HTTP Web Servers to v8.5.5.5 for the Dev, SIT, Systems Test, QA and Production Environments for SCRUM Teams application development.

Developed, managed a project team of over 50 team members in the configuration, testing and validation deployment of 36 new servers for each environment.

Tools Utilized: TOG TPM, STAMP, PMUWS, SharePoint, MS Project, Anthill Pro, BMC Remedy, Project Management/Financials, Demand Management, Implementation/Release Planning, Environment Change Management for SCRUM/Agile Development, generation of reports{e.g., project burn rate} and financial forecasting and variance tracking).

Central Piedmont Community College May 2015 – Dec 2015

Student

Courses of Study for Microsoft Certification:

Microsoft Certified MTA: 98-366 Networking Fundamentals

Microsoft Certified MTA 98-367 Security Fundamentals

MCSA 70-410 Installing and Configuring Windows Server 2012 R2

LPL Financial Corporate Headquarters Charlotte, NC Jun 2014 – Dec 2014

Senior Change Manager

Managed the development and deployment of the Custom Billing Platform for Registered Investment Advisors (RIA’s) in facilitation of the development and deployment of the Unified Technology Platform (UTP).

The UTP was an enterprise wide initiative to provide a common customer experience across device types (Desktop, Windows Tablets, iPads, iPhones and all smart Phones across any browser (IE, Fire Fox, Safari and Google Chrome).

Using LPL’s Change Management Process managed: high-impact, high-priority changes and communications that affect multiple departments (RIA’s, Compliance and Regulatory Reporting, Audit, Legal, Trading, Fixed Assets, etc.),stakeholder assessments (voice of the customer, pain points determination, UI/UX development User Experience assessments, impact analysis, reduction in page load time). Managed QA, User Acceptance Testing, development and implementation of Client Training schedules, Post Implementation Validation, Pilot and Roll Out. Lead status meetings, Senior Leadership Presentations and monthly Reports (financial forecasts and variance Tracking).

Managed the effort involving the remediation of trade fee and transactions errors discovered in an SEC audit.

Managed a team of 15 team members for Phase 1 and 30 team members for Phase 2.

Phase 1-determinine trades with fee and transaction errors resolve these trade issues, develop a remediation plan and determine root causes.

Phase two – implement solutions to mitigate root causes.

Tools utilized: Innotas PPM, Quickbase, HP Quality Center SM 9, Release Management, Implementation Management & Planning, Production Change Management, Review and Approval, SharePoint, Microsoft Office Suite, MS Project, Visio, Adobe and SDLC 5.0.

Wells Fargo, Charlotte, NC Mar 2013 – Aug 2013

Technical Project Manager 5/Change Manager

Managed the creation of the Regulatory Data Repository (new ODS for regulatory reporting), a new system of record that maintained and process data to evidence compliance with CFPB, Ability to Repay/QM Rule, RESPA/TILA, Mortgage Loan Servicing Requirements, LOC, HELOC’s, and other federally mandated regulations governing the mortgage industry (Dodd Frank, HMDA, ECOA, HOEPA and Title XIV). Managed change management deliverables (stakeholder assessment, impact analysis, gap analysis, communication plans and messages, training plans and materials, change readiness metrics and measurement approach).

Directed and managed work efforts identifying required data streams from various SOR’s (Systems of Record), data lineage, directed development of relevant data flow diagrams and data models, integration point requirements, identified required data elements and standardization.

Formed collaborative partners facilitating rapid development with data architects, data modelers, Data Warehouse Administrators, Semantic view designers, etc.

Managed numerous quarterly releases/projects for the Mortgage Operational Data environment (MODE) and the Mortgage Integrated Data Environment (MIDE) expanding capacity, migrations to new environment, data base portioning and performance enhancement for paperless process of capturing and processing residential mortgage loans..

Tools Utilized: TOG TPM, CREST, STAMP, PMUWS, HP Quality Center, SharePoint, MS Project, PlanView, Clarity PPM (Risk and Issue Management, Tracking of resource hours billed to projects, Project Management/Financials, Demand Management, generation of reports{e.g., project burn rate} and financial forecasting and variance tracking).

Wells Fargo, Charlotte, NC Aug 2011 – Jun 2012

Technical Project Manager 6/Change Manager

Project Management/Financials, Demand Management, generation of reports {e.g., project burn rate} and financial forecasting and variance tracking).

Managed highly complex programs of up to $10MM in scale consisting of multiple related projects of varying levels of risk.

Managed cross-program dependencies and worked with the portfolio managers to develop mitigation plans.

Oversight of major projects, providing strategic context, direction, and leadership to the teams and project managers involved.

Partnered with program managers and portfolio managers from other areas of the organization to define, prioritize, and achieve strategic objectives.

Tracked enterprise-level program benefits and realizations and managed program financial tracking and reporting (financial forecasts for projects, tracking project cost, resource ramp up, tracked project variance to budget and managed recovery.

Developed and implemented new "go forward" Enterprise Model for ESP managed domain for Web Channel Digital marketing to high wealth customers.

Managed high visibility project with over 60 team members implementing new infrastructure, iRules, F5’s, firewall rules, ASM’s, Zone Transfer Monitoring and RSA System Security and standards compliance). Directed Global Teams (England, France, India and Hong Kong) in HID and NID systems Implementation and security enhancements at Data Centers and Co-locations. (Wells Fargo)

Maintained leadership oversight vendor project teams (ESP) guiding vendor infrastructure and security updates to meet WF requirements.

Implemented enterprise disaster recovery plan with new SLA’s and modifications to Data Centers redundancy and network routing of traffic.

Successfully managed and/or mitigated the BEAST Vulnerability (Online Banking Oracle/BEA WebLogic and JDK Upgrade).

Tools Utilized: CREST, STAMP, Planview, HP Quality Center, STSP, ClearQuest, Clear View,Change Management. Release Management of Production Environment, Remedy, WANDA, Remedy, SharePoint, MS Project, Clarity PPM (Risk and Issue Management, Tracking of resource hours billed to

Bank of America – Charlotte, NC Mar 2011 – Dec 2011

Change Manager

Managed Change Initiatives impacting BASEL II Compliance and other regulatory projects within Global Technology & Operations-Enterprise Credit Risk Technology.

Managing teams and projects encompassing Data Sourcing, ETL & Data Warehousing, Business Intelligence & Business Objects, Portal Technologies, J2EE and JAVA Application development.

Tools utilized: Discovery, Clarity, Release Management, Implementation Management & Planning, Post Implementation Remediation, Nexus, Remedy, PPRT, PCM, Discovery, SharePoint, and HP Quality Center

Bank of America – Charlotte, NC Aug 2010 – Dec 2010

Project Manager

Developed, executed the Information Management PMO Program and program management framework.

Managed the Consumer Small Business Banking (CSBB) Customer Information Domain Governance process.

Managed 100MM portfolio of data quality natives.

Implemented and managed process/governance and oversight of integration of Countrywide and Merrill Lynch into the Bank Enterprise Model for Customer Information Data Quality and Management (in association with the bank merger with these entities).

Championed and facilitated customer data standardization through assessments of AIT’s (customer facing platforms and enterprise data bases, SOR's and data warehouses.

Managed and coordinated enterprise wide socialization of information to business partners and related LOB’s communicating information flow, major milestones and portfolio status (created portfolio dashboard detailing project status, risk and issues, and variance to budget).

Co-chaired the Customer Information Domain Governance Council consisting of Data Quality, Management and Governance Executives and Senior Executives representing, Risk Management, Operational Risk Management, Anti-Money Laundering, Legal, Treasury, Audit, Global Human Resources, Finance, Enterprise Information Management, Global Technology and Operations and Information Security. Prepared and managed presentation decks for executive reporting on financials, and portfolio/program performance and risks.

Tools utilized: Discovery, Clarity, Nexus, Remedy, PPRT, PCM, Discovery, SharePoint, and HP Quality Center

BlueCross BlueShield of South Carolina, Corporate Headquarters, Columbia, SC Mar 2009 – Feb 2010

Project Manager

Successfully lead initiative to convert from Windows Servers (thick Client) to a virtual environment that included: end to end WebPack services conversion to SOA version 7 in new WebSphere MQ clustered environment and deployment to zLinux.

Managed from initiation to implementation BI (real time business intelligence) integration of Call Center with new VOIP and telephony services with conversion of SIP switches to OSA (determined scope, business requirements, guided discovery and determination of telephony specifications, development of RFP and vendor selection process, development of vendor SOW and service contracts, managed vendor deliverables in parallel with project milestones, developed system prototype and completed operator training with actual system UI of all impacted operators by “go live” target date.

Led numerous projects JAD's for J2EE distributed multi-tiered application development for deployment of Web-tiered, Business-tiered and Enterprise Information System-tiered components to J2EE and EIS servers (using SOAP messaging protocol for TCP/IP, SMTP and HTTP Internet/Intranet) and Client-tiered components deployed to client machines.

Tools utilized: Change Management, Release Management & Planning, Release Planning Meeting Facilitation, MS Project Server, HP Quality Center, Load Runner, MS Project, SharePoint, and MS Office Suite

Wachovia Corporation, Charlotte, NC Mar 2008 – Oct 2008

Project Manager

Developed career portal (Career planning, career mapping, learning portal, resource planning, job description development and approval process, job description warehouse, senior management and executive dashboards and career planning tools).

Alexander Youth Network, Charlotte, NC Sep 2005 – Feb 2008

Program Manager – Operations

Manage corporate wide multi-site operations, facility and capital projects, insurance and risk management programs and processes.

Manage projects and communicate processes for analysis, scheduling and decision making for assignment and project priorities.

Directing project implementation (scope, plan, budget and status reports).

Provide overall governance and guidance to project teams. Create, maintain and enhance processes associated with engagement, compliance and quality.

Directed IT infrastructure audits and improvements projects for network and telecommunication upgrades/new installation

Negotiated with vendors for T1 connectivity, IT network support and bandwidth required for business purposes.

Directed and managed office and work station relocation and new facility setup to meet HIPPA, Joint Commission, NFPA, EPA, ADA, NC Department of Human Services and federal safety/security and state regulations for healthcare organizations, including installations, testing and certification of fire alarm/fire suppression systems, emergency backup systems, lighting and evacuation plans; Disaster Response Plans and BCP (Business Continuity Plans.

Leader, corporate HIPAA Security and Environment of Care initiatives across all data management platforms.

Project Manager for CMMS implementation (web based capital project management and asset management/tracking application). Managed end to end implementation.

Directed and managed teams consisting of: Presentation Team Leads and Teams, Middleware Team Lead and Teams, Network Engineers, Design Architects, Developers.

Business Consultant Charlotte, NC Oct 2003 – Aug 2005

Implemented, developed, and deployed IT resources and processes for risk management.

Created and managed aggregate roadmaps of project portfolios.

Established, published and monitored portfolio performance metrics.

Created, maintained and enhanced processes and systems managed by the PMO business enterprises.

Utilizing "Six Sigma" methodology, averted projected growth in losses of $460,000 and reduced losses below the prior year's level by $300,000.

Streamlines processes improving vendor/contractor management and monitoring CTQ's (Critical to Quality).

Total savings in 12 months $760,000.

Continental Tire North America Inc., US Corporate Headquarters, Charlotte, NC Sep 2001 – Oct 2003

North American Program Manager

Directed risk management systems and processes across the organizations footprint.

Directed project development, implementation, scope and budget.

Strategic resource to senior executives on operational risk management, risk mitigation, mitigation and cost reduction.

Drove process of corporate change establishing new vision and attitude of employee's and management regarding risk management as an integral part of business operations.

Established accountability, performance metrics and management reporting guidelines based on leading indicators.

Managed the national insured and self-insured insurance and claims management/claims litigation programs with budgets exceeding $10 million annually, reduced costs $1.1 million in 18 months.

Coca-Cola Bottling Company, Corporate Headquarters, Charlotte, NC Oct 1999 – Jan 2001

Program Manager

The City of Charlotte, Charlotte, NC Jan 1991 – Oct 1999

Program Manager

Skills:

Database DB Tools: Access, ODBC, RDBS, MS Queries, IBM WebSphere Oracle Data Base Migration

Desktop Tools: MS Project, Microsoft Office (Word, Excel, PowerPoint, Access, Outlook), Visio, Nortel & Cisco VPN

Client, zLinux, Norton Ghost, Adobe Photoshop, FrontPage, Adobe Acrobat and PDF Creator.

Operating Systems: DOS, Windows 95 thru Windows10,

Programming Languages: HTML, XML, JAVA, J2EE, SOAP, .Net

Testing Tools: HP Quality Center, Load Runner, Mercury and JIRA

Other: Oracle (9i Release 2,10g, 11g); zLinux, Apache, Tomcat, IBM WebSphere (Application Server, MQ, Portal,

WebSphere, Data Power Integration), Microsoft Certified MTA Network Fundamentals, Microsoft Certified MTA

Security Fundamentals and MS Server 2012 Installation and Configuration. SOA and SOA Express, z/OS. IBM

BPM (Blueworks Live, Business Process Manager and Business Monitoring).

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