Project Manager Management

FRANK M. WALTZER, PMP

***A Sudbury Lane

Monroe Township, NJ 08831

609-***-**** (H) Email: ********@*****.***

908-***-**** (M)

SENIOR PROJECT MANAGER (PMP) / SIX SIGMA BLACK BELT / SCRUM MASTER

Certified Project Management Professional (PMP) and Scrum Master experienced in Waterfall and Agile Methodologies, with proven expertise in Program Management Office (PMO) set-up, delivery, strategic planning, RAID management, organizational leadership and product development.

Certified Six Sigma Black Belt trained in DMAIC and LEAN supporting Business Process Management (BPM) methodologies and Business Requirements Analysis designed to deliver client-centric, efficient and productive process improvements.

Experienced Financial Services Operations and Marketing executive known for delivering dramatic improvements to the client experience, as well as millions of dollars in revenue growth and cost reductions through effective Project Management, Product Development and Business Analysis resulting in new products, service enhancements and process improvements.

PROFESSIONAL EXPERIENCE

TekSystems, Inc. – Bridgewater, NJ 6/2017 – 8/2017

Sr. Project Manager – As a contract employee of TekSystems I was assigned in a Project Management role at Bank of America / Merrill Lynch within their GWIM Technology Project Management Office. I was assigned to a pair of projects that were in progress and scheduled for delivery in early August 2017 and November 2017. Activities included managing the Project Plan, weekly status meetings, stewarding the delivery, review and approvals for the BRD’s, HLD/LLD’s, Test Plans, Scripts, UAT’s SIT’s and Deployment Plans. This also included continuous updates into the Global Project Program (GPP) Project Management and Audit system, including detailed Permit To Build (PTB) and Permit To Operate (PTO) utilities.

TATA Consultancy Services – Edison, NJ 9/2014 – 10/2016

Sr. Project Manager / Business Analyst– As a Contract employee of Tata Consultancy Services I have been assigned in a Program / Project Management and Business Analysis capacity for a number of Financial Services Firms.

Bank of America in their Workday Human Resources development group as a Business Analyst developing Business Requirements Documentation.

Also in their Application Governance group ensuring compliance to a Self Imposed Audit Issue (SIAI) regarding the identification and usage of Applications containing Non-Public Personal Data about clients.

TD Bank in their USTS Dodd Frank Program Management Office, my activities involved initiatives aimed at developing and delivering the federally mandated Dodd Frank and Comprehensive Capital Analysis and Review (CCAR) financial reporting in accordance with the designated timeframes and guidelines.

Morgan Stanley in their Wealth Management Deployment Redesign Program Management Office. I assumed a Program Governance role, developing and supporting the PMO in the set up, maintenance and reporting of the Program’s RAID lists, with a particular focus on identifying work stream dependencies.

Credit Suisse in their Technology Services, Work Driver Elimination (WDE) Program Management. Suisse. I was the Program Management Officer responsible for managing and coordinating the delivery, compliance and reporting of the ten projects designed to achieve the 2015 WDE efficiency goals

Frank M. Waltzer, PMP

Page 2

Bank of America Corporation – Pennington, NJ 1/2014 – 7/2014

Program Management Consultant – Relationship & Product Management Group

As a Sr. Project Manager contract employee of Matlen Silver, Inc. I am assigned to in a Program Management Consulting role to the Relationship & Product Management Group within the Global Network & Infrastructure Solutions Division of the Bank of America’s Global Technology organization. I am supporting a multi-billion dollar program called the HP Rewind. This involves the unwinding of the multi-billion dollar annual technology support contract that Bank of America / Merrill Lynch had with Hewlett Packard. The goal of this initiative is to right size the suite of services, maintenance and support to fit the BAC / ML needs of 2014 and in so doing, maximize service delivery while minimizing the costs associated with its technology services, hardware and software. My role is to provide Program Process, Execution, Governance and RAID Management guidance, support and delivery to the effort. Specific responsibilities include the development and design of SharePoint Workflow processing utilities for: 1. Risk and Issue Management, 2. Change Request Management, 3. Budget and Financial Planning Management. This required an in depth business analysis of the specific requirement necessary to support these processes and had proven to be key elements in support of the successful delivery of the Programs objectives.

Dun & Bradstreet, Inc. – Short Hills, NJ 2012 – 2013

PMO Project Manager

As a Sr. Project Manager contract employee of Pro4ia Inc. I was assigned to a PMO Project Manager role and acted in that capacity to provide Program and Project Management expertise for the Max CV initiative. The focus was on Project Planning, Management Reporting and Risk Management. Specific responsibilities included Weekly Executive Status Reporting, logistical and content planning for periodic Executive Checkpoint Meetings and delivering Risk, Issue, Action Item and Management Priority Item reporting, tracking and resolution.

Frank M. Waltzer, PMP, LLC. Dayton, New Jersey 2011 – 2012

Principal Consultant

As the Principal Consultant of this Firm, I delivered Project Management services and PMO advice and guidance to organizations pursuing excellence in project planning, process improvement, development and execution. This delivery was supported by my Certification as a Project Management Professional (PMP), Scrum Master and Six Sigma Black Belt with more than 20 years of Financial Services experience.

GalaxE Solutions, Inc. - Somerset, New Jersey 2011

Project Manager – Falcon Team PMO

GalaxE offers a range of IT services, from tactical engagements to full project lifecycle solutions that enable clients to expand the reach and range of their systems.

Project work included the conversion and enhancement the Pharmacy Benefit Management (PBM systems utilized by SXC Health Solutions.

Completion of Scrum Master Training and Certification program.

Development of guide to PBM acronyms.

Compilation of the response offered by GalaxE Solutions, Inc. to a Request for Proposal (RFP) from Blue Cross / Blue Shield of Michigan.

Bank of America / Merrill Lynch - Pennington, New Jersey 2008 - 2010

Project Management & PMO Consultant, Investment and Wealth

Management Technology – Global Investment Services Technology Group

• Project Manager - Retirement and Philanthropic Discretionary Institutional Managed Account Solutions.

PM Consultant - Global Wealth Management – Business Development Intranet Strategy Group

Provided Project Management and Analysis planning, expertise & guidance (including MS Project, Risk Assessment & Issue Tracking) for a project that delivered firm wide SharePoint based access to Merrill Lynch Products and Solutions for more than 16,000 Financial Advisors, Client Associates and Home Office personnel.

Frank M. Waltzer, PMP

Page 3

Merrill Lynch - Plainsboro, New Jersey 2006 - 2007

Vice President, Merrill Lynch Global Private Client, America’s Lending Group

Senior Project Manager, New Development Project Management Team

Managed a team of 2 Project Managers (VP level) in the analysis, planning, management and execution of multiple America’s Lending new development technology projects with an annual budget of $5 million.

Established a Project Management Office (PMO) consisting of project processing templates and a detailed project lifecycle process flow.

Streamlined annual new development project selection process resulting in a 40% reduction in time and cost to select and estimate projects.

Vice President, Merrill Lynch Investment Managers 2001 – 2006

Project Manager / Six Sigma Black Belt (Awarded June 2005) (2003 – 2006)

Within the Six Sigma PMO, four strategic projects were completed leading to $800 thousand in savings and revenue growth from service and process improvements to delivery timeframe reductions and key adjustments to printed materials.

Delivered 14 distinct client service improvements to our Managed Account base that contributed to a reduction of 18.6% in account cancellations from 2004 to 2005.

Project Manager, Managed Accounts PMO, Client, Service & Data Mining (2001– 2003)

Managed the conversion of 19,000 Managed Accounts to an automated performance reporting system, delivering improved service to clients while reducing internal processing costs by more than $100 thousand.

Designed and delivered an automated Client Review Book, utilized by Portfolio Managers in quarterly performance reviews with “million dollar plus” clients, providing a significant service enhancement.

Vice President, Merrill Lynch Private Client 1999 – 2001

Product Development Manager, Strategy Power Marketing (1999 – 2001)

Developed, documented and launched four new Investment Products for this research based professional portfolio management service resulting in a one-year account increase of 76% while generating an asset increase of $300 million.

Directed all Systems, Operations, Budget and Legal relationships for this managed account product line, enabling it to successfully grow to more than $800 million in assets under management.

Vice President, Merrill Lynch Global Private Client 1987 – 1999

Senior Business Architect, Financial Services, Operations & Systems (1997 – 1999)

Managed a team of four Business Architects in defining business requirements for the Private Client Reinvention Program used to introduce state-of-the-art technology to home office operations and services.

Performed a headcount reduction analysis to project the impact of the planned improvements on the Firm.

Manager, Finance and Administration, Next Generation Marketing (1994 – 1997)

As Controller for the Marketing Group, successfully managed a budget of $130 million in revenue and $22 million in expense.

Managed the annual Custodial Fee project which collected of over $130 million in fee revenues from more than 2 million Individual Retirement Account (IRA) and Capital Builder Account (CBA) clients.

Assistant Vice President, Merrill Lynch Consumer Markets & Operations (1987 – 1994)

Product Development Project Specialist, Retirement Plans Marketing

Managed and designed a new fee collection process, which achieved a 97% collection rate while increasing direct collections by $10 million and reducing costs by $750,000.

Implemented quarterly statements for 1.4 million IRA clients netting a $1.5 million annual savings.

Frank M. Waltzer, PMP

Page 4

EDUCATION

Masters Certification in Applied & IS/IT Project Management, Villanova University

MS, Management and Policy Analysis, State University of New York at Stony Brook

BA, Political Science, State University of New York at Binghamton

PROFESSIONAL DEVELOPMENT & MEMBERSHIPS

Project Management Professional (PMP) Certification, PMI

Six Sigma Black Belt Certification – Trained in DMAIC and LEAN, Six Sigma Process Design

Certified Scrum Master (CSM) – Scrum Alliance

MS Project Workshop, George Washington University School of Business

Power Solve Decision Facilitation

Member- PMI

Contact this candidate