Manager Project

Edward Greenwood

O) 803-***-**** C) 803-***-****

***********@*********.***

**** ****** **, **** **** SC. 29732

ROLES:

Product Program Manager

Product Owner

Deployment Manager

Delivery Manager

• Project Manager

• Business Analyst

• Change Manager

• Technical Delivery Manager

• Quality Assurance Manager

• Production Support Manager

TOOLS/METHODS:

TQM, CMM, Six-Sigma(DAIC), DFSS,

PMBOK, Waterfall, Agile

Life Cycle Project Management

SDLC, TPM

Requirements Management

Configuration Management

MS-Office Suite/MS Project/VISIO

Clear Quest/ Quality Center/JIRA

Planview/PMUWS/TFS/PPRT

PCM/Burn Rpt/Clarity/STAMP/FMT

Ariba/ Niku/ IQNavigator/ RAFT

Discovery/SharePoint

INDUSTRY APPLICATION:

• Global Information Security

• Financial Services, (WFA, GCCIBT, CIB)

• Banking (C&SB, CRE)

• Manufacturing

• Marketing

ADDITIONAL TRAINING:

• Bank of America

• Six Sigma

• DFSS

•

EXPERIENCE SUMMARY

Over 2 decades of successfully managing multi-million dollar Financial service and Banking industry, merger acquisition, consolidation, process improvement, Application migration and software development projects. Partnered with internal and external personnel both on and offshore to produce desired result through define measure, analyze, improve and control methodology.

SKILLS INVENTORY

Project Management:

• Business process improvement

• Problem Solving

• Project Planning and development

• Application migration, Mergers and Mgmt

• Communication management

• Resource management

• Project budget management (PCM/CAPPM/STAMP)

Analysis/Design:

• Facilitate Business, IT, PMO, communications, requirements gathering, business process definition and improvement, issue and resolution management

• Schedule and facilitate meetings, Document minutes, requirements(BRD/HLD/LLD), tasks and resources

• Create and manage multiple phase, test plans, test cases and scripts. facilitate execution of scripts tracking defects and issue resolution

Quality Assurance:

• Developed a QA testing platform environment

• Test Plan/ script development, TAR, issue and resolution tracking for unit, component, system integration, regression, User acceptance testing, established and tracked metrics, Conversion

• Deployment and Implementation

pg. 2 Ed Greenwood

CHRONOLOGICAL SUMMARY OF EXPERIENCE

Change Manager: Wholesale Credit and Banking Tech – Global Banking and Markets(GBAM) Bank of America, July 2017– Dec 2017

• Partnered with business and technology teams at many levels, to ensure change objectives were executed in a timely manner and on budget, to deploy a software as a service Cloud based solution to support Loan IQ within the Fulfillment Commercial space across the infrastructure, integration and application workstreams

• Interacted with multiple management levels within BAC environment across multiple disciplines (i.e. Operations, LOB, Product/Segment Owners, Technology, Architecture, Legal/Risk/Compliance) providing a solution mix of technology, business process and data management work to satisfy transformation management and quality objectives

• Analyzed present state and facilitated Agile development and integration team efforts

• Developed and managed project plans and deliverables

• Lead meetings to identify, track and manage project risks, issues and watch items

• Supported ethical hacking and remediation efforts, establishing continuous vulnerability scanning across all in-scope environments

• Provided strategic thought leadership and tactical expertise to navigate aggressive project milestones in a highly dynamic environment

• Consistently provided comprehensive, status reports, project updates, and significant issue management and resolution reporting, to LOB senior leadership, PMO, and technology management. Project Manager: Global Technology and Operations – Global Human Resources(GHR) Bank of America, Nov 2016– Feb 2017

• Successfully established Employee Network site transition project working closely with Business partners to prepare and define the project scope of work, timeline, financial plan, and deliverables

• Managed the initiative to transition 11 GHR Employee Network sites from a SharePoint 2010 non- permitted technology platform to a supported platform

• Identified project stakeholders, defined roles, coordinated current state definition of Members, Content and Events Management, and obtained VOC.

• Established identification and evaluation of 4 possible target platforms and presented to LOB senior leadership for final selection of target solution.

• Provided consistent and comprehensive financial, status reports, project updates, and significant issue management and resolution reporting, to LOB senior leadership, PMO, and technology management.

• Following a portfolio realignment and workload balancing the project was transitioned to a BOA associate PM.

Project Manager: Global Technology and Operations – Global Information Security(GIS) Bank of America, March 2015 – July 2016

• Managed several multi-year Identity and Access Management initiatives including an Industry driven Enterprise wide effort to remediate over 32,000 Level 1 Security Hash Algorithm(SHA-1) to Level 2

(SHA-2) certificates encompassing +7000 applications. Worked directly with LOB CIO, CTO, Application and Infrastructure managers, provided detail certificate reporting and tracking of CIO information

• Identified and cataloged the Authentications Controls, improved QA through assessments and established ongoing Quality control processes. Established and tracked SLT Scorecards and metrics

• Coordinated the efforts of, internal and external communications, and training groups. Provided extensive Communication planning, Content, QA, and large distribution lists with over 7000 recipients.

• Worked with internal, external business partners and 3rd Party Vendors, to understand technology concepts, requirements, design alternatives, and schedule project for new system initiatives.

• Planned, directed, monitored Project activities across Lines of business, platforms, and applications

• Provided consistent and comprehensive financial, status reports, project updates, and significant issue management and resolution, communicating to LOB, PMO, Audit, and technology management. pg. 3 Ed Greenwood

Program Manager Implementation Lead: Business Technology Services (BTS) Investment Product Management

LPL Financial Advisors, April 2014 – Nov 2014

• Product Program Manager, Implementation Lead performed the Project Owner role regarding project management in an AGILE environment on Advisor facing Trading third party technology platforms including Folio Fixed Income, TMC Muni’s and DST Alternate Investments

• Defined, improved and adapted business processes to incorporate new applications while eliminating obsolete systems

• Worked with business partners, both internal and Vendor, to develop technology concepts, requirements, design alternatives, and project schedules for new systems initiatives

• Coordinated the efforts of LPL internal and external Training, Marketing, Communications, and UAT

• Directed, monitored Project activities across lines of business lines, platforms, and applications

• Provided consistent and comprehensive status reports, project updates, and significant issue management and resolution, communicating with LOB, PMO, RM, Audit, and technology management, often at senior management levels

Project Manager: Global Market Risk Technology Organization – Bus Mgmt Dev Bank of America, June 2013 – Dec 2013

• As Business Product Owner, this role included a combination of Project Manager, Business Analyst, and Testing Lead responsibilities within the COO of the Global Markets Risk Technology Organization.

• Managed the end to end project execution, defined tasks and deliverables, to successfully deliver the projects on time within budget.

• Provided weekly Steering Committee meeting status updates through 4-blockers. This business leadership role also included scheduling, leading and preparing materials for weekly work group, and status meetings with all stakeholders and teams. Managed the technical delivery of tasks and obtain iterative updates from the technical teams to ensure timelines were met and scope maintained.

• Documented detail business processes and functional requirements, provided test cases, scripts, and traceability. Produced specifications which align data requirements to product toolsets for GMRT&O. Provided Solutions included tools and reporting capabilities to efficiently manage the program, risks, financials, resource and vendors

• Responsible for defining Business testing requirements, tracking and reporting of QA/SIT statistics defects and issues. Provided LOB process definitions an improvement requirements, build UAT use cases and test scripts for execution against requirements. Coordinated daily testing calls to ensuring defects are captured in QC/Jira by those who report the issues. Determined priority of reported defects and enhancements. Ensured all necessary approvals are obtained during UAT prior to implementation. Project Manager: Brokerage Technology - Enterprise Integration Services (EIS) Wells Fargo Advisors, November 2012 – May 2013

• Directed and monitored activities for large, high risk, major SOA technology-based project, Proof of concept, and Small enhancements, from initiation to delivery. Projects crossed platforms, applications, and/or business lines

• Worked with business partners to define processes, develop technology concepts, requirements, design alternatives, project schedules, and costs for new systems initiatives

• Planned and directed project and package level program schedules and budget, monitored project status in comparison to cost/time projections

• Provided consistent and comprehensive status reports, project updates, and ongoing cost analyses, significant issue management and resolution, communication with business lines, technology, and Program management, often at senior management levels

• Acted as an internal consultant within business groups and technology groups to re-engineer business and technical processes for greater efficiency

• Providing direction to less experienced technical project management staff while serving in a project leadership role

pg. 4 Ed Greenwood

Deployment Manager: FCMT TESTING DEPLOYMENT ENVIRONMENT MGT –Financial Services Roadmap

Bank of America, June 2012 – October 2012

• Facilitated SAP implementation migration of a multi-year program to replace Bank of America’s multiple general ledger, accounts payable, fixed assets, and profitability analysis platforms, 32 systems total

• Responsible for managing projects through the entire project management life cycle from initiation through project close-out

• Created Deployment Plan including, roles, timing, risks, dependencies, entrance/exit criteria, and back- out plan

• Defined a Detailed Deployment WBS for each Deployment Event included tasks for prep, deployment, validation, contingency and back-out tasks; for both Dress Rehearsal and Cutover

• Gathered input from 35 project and application teams for the Deployment Plan and WBS

• Performed integrated WBS reviews with all accountable parties

• Ensured data needs were identified, and specified, along with data sources and data preparation tasks for each Dress Rehearsal and Cutover

• Ensured staff from all supporting teams were engaged in the planning process to understood their responsibilities to support the Dress Rehearsal and Cutover

• Engaged FSR Master Control Room (MCR) to support execution of each event

• Oversaw the MCR as it prepares for and executes each event, making adjustments to the plan as issues are encountered

• Actively explored and implemented continuous improvement opportunities into the Deployment Planning and Execution process

Project Manager: Brokerage Technology - Enterprise Integration Services (EIS) Wells Fargo Advisors, April 2011 – March 2012

• Managed Wells Fargo migration/integration/conversion projects across the Enterprise and within the Asset Management Integration programs for EIS, ranging from 12MM to <250K

• Responsible for managing projects through the entire project management life cycle from initiation through project close-out

• Responsible for budget, resourcing, requirements gathering and documentation, test planning, etc

• Provided team management to use resources effectively with defined roles and timely feedback

• Developed and maintained project plan

• Tracked issues, resolution and escalation to ensure project delivery

• Provided direction and set priorities delivering to plans/budget and resolve day-to-day project team issues

• Collaborated with senior level business and IT resources to ensure that the strategy, planning and delivery approach achieve the desired end results

Technical Project Manager: Quantitative Risk Technology (QRT) Enterprise Credit and Market Risk Technology

Bank of America, May 2010 – Dec 2010

• Responsible for directing the project management of the Quantitative Risk application development activities including BAU and tactical development of Regulatory and Compliance projects that encompass numerous work streams

• Worked with all stakeholders to defined business processes, project scope and objectives. Initiating assigned projects from original concept through final implementation

• Created, maintained and oversaw project schedules by developing project plans and specifications, estimated time requirements, established deadlines, monitored milestone completion, tracking all phases of the project lifecycle, provided timely reporting of issues and resolutions that impacted project progress, coordinated actions, and resolved conflicts

• Developed tactical and strategic solutions/enhancements to support Initiative goals

• Worked closely with business partners to identify, improve, and maximize opportunities to use information and technology to improve product, service and/or program business processes

• Reviewed, analyzed, and oversaw creation of detailed documentation of business processes, systems and user needs

pg. 5 Ed Greenwood

• Coordinated the development of all approved versions of business and functional specifications for specified applications. Reviewed use cases and other technical documents with IT team to ensure business requirements are adequately reflected in technical planning documents

• Coordinated creation and successful execution of testing plans with assigned QA test resources

• Established reputable relationships with key business constituents and stake holders, relationships to be viewed as a trusted partner

• Contributed to the improvement of project management processes, practices, tools, tracking, metrics, templates, and deliverables.

Project/Change Manager: Global Commercial Corporate and Investment Banking Technology

(GCCIBT)

Bank of America, November 2009 – April 2010

• Communicate with Global Business and Technology partners at all levels to determine initiative and BAU project needs, priorities, budgets, and timelines, as part of Bank of America/Merrill Lynch transition and initiative projects.

• Worked with RMT/PMT to request, assign, and allocate resources, Clarity for time tracking, project setup, PCM to track spend. Provided status updates of deliverables, negotiated timelines, escalated and resolved issues though the Project management Office, following the Enterprise Change Management Systems and Six Sigma methodology

• Partnered with business partners, as well as technology subject matter experts to establish requirements needed to convert acquired legacy systems data to selected systems

• Worked with technology leaders to establish High level/ Low level designs to meet Business requirements on time and within budget

• Provided resource, budget and timeline tracking and forecasting

• Authored, reviewed and approved process documentation presented for Change management Tollgate approvals

• Monitored all testing phases (CIT,SIT,QA,UAT), resolved issues, defined test plans and coordinated with Quality Assurance for UAT

• Define implementation and control plans

Delivery Manager

Genesis10, July 2009 – October 2009

• Supported Business Development Executives on client sales calls in order to understand the manager’s' business priorities and particular resource needs

• Active member of the account team supporting the Bank of America, Wells/Wachovia and Lowes clients

Technical Project Manager: Bank of America Corporate and Investment Banking Bank of America, March 2009 – June 2009

• Collaborated with business partners, and subject matter experts to define and improve processes, established requirements needed to convert acquired legacy systems data to selected systems

• Worked with technology leaders to establish High level/ Low level designs to meet Business requirements on time and within budget

• Provided resource, budget and timeline tracking and forecasting

• Maintained communications at all levels including the Project management office, Business partners, Technology, and Senior management providing status of deliverables, negotiated timelines, escalated and resolved issues

• Authored, reviewed and approved process documentation presented for Change management Tollgate approvals

• Monitored all testing phases (CIT,SIT,UAT), defined test plans and coordinated scripts and testing with Quality Assurance for UAT

• Defined implementation and control plans

pg. 6 Ed Greenwood

Project Manager: CIB Wholesale Operations Structured Products Business group Wachovia Bank, Jun 2007 - Oct 2008

• Centralized payments of Structured Credit Products through the global Depository Trust Clearing Corp

• Supported senior business and IT leadership efforts in a highly matrixed environment

• Established lines of communications, between stakeholders, defined solutions and priority, negotiated disputes, documented results and communicated status

• Leveraged project management, engineering disciplines and structured methodologies,

• Facilitated and documented current and future processes for Business and technical requirements working with front and back office groups

• Owned and lead the unit, component, system integration and user acceptance testing documenting defects and tracking issues to resolution

Technical Delivery Manager: Consumer Real Estate business group Bank of America, June 2006 – December 2006

• Prequalified all card customers for loans and or lines offers to be presented by call center customer service representatives. Upon offer acceptance, performed a warm handoff of relevant information to the loan solutions or loan line groups for offer sale completion

• Created technical solutions for multiple projects, using Six Sigma and CMM methodology

• Negotiated with senior and release management establishing Resource and Budget forecasting, tracking and reporting

• Facilitated creation of Software project plan, Work Breakdown structure, Business requirement definition, High and Low level design, Traceability matrix, and System test plan for multiple phase testing, Script creation, execution, Incident tracking, resolution, reporting, and Deployment plan Quality Assurance Manager:

RBC Centura, May 2005 - September 2005

• Created a Quality Assurance testing environment to verify the Fidelity ALS 2.03 release through mock conversion prior to production installation

• Defined QA requirements with Business and Technology partners.

• Developed Project plans, QA calendar, application inventory list, test plan, and QA handbook defining roles and responsibilities, communication and escalation plans, support procedures, incident tracking and metrics, entrance and exit criteria, readiness checklist, and migration process Technology Manager: Application Programming Deposit Technology Bank of America, October 2003 – March 2005

• Responsible for IMPACS Direct Deposit implementation migration, Production support and improvement

• Championed Six Sigma methodology to develop a Standard Software Process needed to drive improvement projects and problem resolution

• Defined services level agreements, metrics, and reporting data to produce dashboard management reporting, budgets, timelines, resource estimates

Application Programming Consultant: Credit products loan servicing systems (Direct ALS) Bank of America, October 2001 – October 2003

• Responsible for production support, implementation migration, process improvement, problem resolution and reporting

• Championed the use of Total Quality Management, CMM, Six Sigma, obtaining Six Sigma and DFSS training, allowing our team to be among the first to reach Sigma certification level 2 Technical Consultant

Bank of America, April 1999 – October 2001

• Supported bank effort to assume, Direct ALS, production support from application vendor

• Responsible for mentoring staff, production support assistance, and conversion of processing groups and sites

pg. 7 Ed Greenwood

Application Programmer: Systems Consultant I

First Union, September 1994 - April 1999

• Responsible for implementation Migration, installing, upgrading and enhancing Systematics Advanced Loans System and interfaces

• Drove Collection Consolidation, Deferments, Bulk Loan Sales, External Communications projects and implemented Y2K improvements

• Affected applications include:

Advanced Loan System (Alltel/Systematics) release conversion 3.2 to 5.0 to 6.2 Intersystem Transfer (Alltel/Systematics) release conversion 1.0 to 2.0 GN (Alltel/Systematics) release conversion 2.4 to 2.5 to 2.6 Application Programmer: Systems Engineer II

Nations Bank, December 1993 – August1994

• Responsible for Initial software installation for loan recovery and management reporting software, replacing existing mid-range solutions

• Implemented Iterative development methods to apply, test and install weekly vendor supplied fixes and custom modifications across eight CICS regions, JCL and data

• Developed and produced user defined menus, reporting and interface programs

• Affected applications include:

Recovery Management System (SSI) Initial installs and upgrades 3.0.0 to 4.0.0 Access Plus (SENETICS) Initial installs and maintenance of Management reporting software

Application Programmer/Programmer analyst

Southern National Bank, April 1988 – December 1993

• Responsible for the software installation and conversion for nationwide Automated Teller Machines, Accounts Payable, Purchase Order, Zip Code and Address Correction software

• Affected applications include:

Transaction Control System (SDM) release conversion 3.0.0 to 3.2.2 Switch Network Facility (SDM) release conversion 2.1.0 to 3.2.0 Card Management System (SDM) release conversion 3.1.0 to 3.4.0 Inter-System Security Facility (SDM) new product installation release Accounts Payable (M&D) release conversion 5.2.2 to 5.3.2 Purchase Order (M&D) release conversion 2.0.2 to 2.1.1 CODE1 (GROUP1) release conversion 1.1.0 to 3.3.0

TextDBMS/TextBOOK (DR) release conversion 3.1.0/2.6.0 to 3.2.0/2.8.1 Computer Based Training (LEGENT) release conversion 7.2.5 to 7.4.0 Application Programmer/Programmer analyst

First of America Computer Services, February 1986 – April 1988

• Responsible for the implementation and conversion of banking software systems. Including consolidation of processing groups and sites; installing software, converting and modifying file information and production support

• Affected applications include:

Mortgage Loans (Shaw) - DOS to MVS conversion

Installment Loans IC to IL, DOS to MVS conversion

Commercial Loans - CL to Shaw, converted from release 1.0 to 3.1 Instruments and Issues

Official Item and ARP's System

Programmer Analyst

Vigortone Agricultural Products May 1985 – Dec 1985 Donnelly Marketing, February 1984 – April 1985

Data Consultant (Part-time while attending College) Cost Planning and Management Intl Inc - Jun 1982 - Sep 1983 pg. 8 Ed Greenwood

EDUCATION:

Des Moines Area Community College - Ankeny, Iowa

Associate of Applied Science - Computer Programming - September 1983 Associate of Science - September 1983

Associate of Arts - Business Administration - March 1981 Iowa State University - Ames, Iowa

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