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Financial Services Design

Cary, North Carolina, United States
May 31, 2018

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AVP – Strategy, Architecture & Solution Delivery

Email: 537 Pilot Hill Dr, Morrisville, NC-27560 Tel: 919-***-**** Summary

21+ years of thought leadership on financial services and enterprise practice development and delivery responsibilities. Responsible for the development and execution of business solutions targeted toward driving value to the engaged clients. Developed long-term strategy and near-term value drivers with industry leading advisory service and work with the client C- level stakeholders. Identified and developed additional revenue opportunities with contribution towards growth of the insurance / enterprise architecture practice by. Significant experience in : Strategic planning, IT Transformation, Business Process Re-engineering, Program Management including Project Delivery, Onsite and Off-shore team management and M&A related technology due-diligence etc.

Delivered next-generation Omni Channel Customer Solutions Transformation capabilities in support of digital channels and mobile applications.

Working experience with diverse group of people and familiarity with multi-cultural and international issues. Hold a Master in Business Administration in General Management and Bachelor’s degree in Engineering.

Responsible for the design, development and delivery of innovative, cost-effective and secure IT solutions and services to the financial services (Banking, Insurance (P&C, Life, Annuities, and Retirement Plan) and Healthcare business segments.

Architected and delivered Digital Omni-channel based Next Generation Connected Application platform that enabled revenue growth of about 10% in 3 years

Evaluated and made IT organization more responsive with right Private/Public/Hybrid based cloud strategy and implementation.

Conceptualized, designed and rolled-out big-data related requirements/solutions.

Lead and guided Mergers and Acquisitions related technical due-diligence and planning/execution of technology assessment and selection, including assimilation and standardization of technology.

Transformed IT services and supported growth of business portfolio from $0.5 billion to $5 billion for a top-5 financial services company.

Professional Experience

TCS, Baltimore,MD May-2014 to present

Fidelity Guarantee Life / AVP – Strategy, Architecture & Solution Delivery, July-2017 to present Reporting directly to the Chief Information Officer. Managing annuity and life business related sales, marketing, operations, investments, finance, actuarial and legal systems/applications. Collaborate with IT/Business leadership and other cross- functional teams to define applications architecture direction and application solution delivery for the enterprise. Roadmaps to enhance operational efficiency and provide visionary guidance for project solutions. Strategic transformation to a buy vs. build and vendors vs. in-house development. Managing the outsource vendors to ensure SLAs are met, costs contained and that business current and future needs are met is a sizable component of the Business Systems focus. Key Contributions/Responsibilities

Improve business processes and support critical business strategies by managing the development, implementation and maintenance of applications

Research and evaluate new and/or alternative solutions and technologies to enhance operational effectiveness and reduce costs

Manage vendor relationships to ensure contract terms, SLA and performance agreements are met and changes/enhancements/bugs are managed appropriately

Develop RFPs and review proposals to determine buy vs. build solution. Negotiate contracts with SLAs, performance agreements and incentives/penalties

Provide architectural vision to appropriately align IT to strategic business needs and goals

Develop and maintain digital / mobile business, application and solution architectural road map for the enterprise

Responsible for all levels of testing up to business user testing including unit, integration, system and load testing

Ensure data design and integrity meets FGL current and future needs

Ensure that all solutions meet FGL security and compliance guidelines and align with disaster recovery guidelines

Proactive evaluation of existing systems on an ongoing basis as well as emerging technology and acting as internal evangelist with regards to vendor and technology selection, adaptation and implementation 2 of 4

Retire legacy systems and solutions

Define and assess all roadmaps, architectures, frameworks and risks associated with each, and manage risk and compliance to minimize exposure

Estimate resources for all engagements and design, manage and oversee all project teams including internal staff as well as external business partners and third party vendors

Budget analysis, creation and management

Nationwide / Liberty Mutual / CNA/ CISCO (TCS), Raleigh,NC May-2014 to July-2017 Director / Head - Lead Financial Services Domain / Enterprise Architecture Practice Enable TCS customers to achieve and sustain competitive advantage by aligning TCS's architecture/platform to their business imperatives in Finance/Insurance Industry. Primary objective is to qualify consultative business value engagements and drive technically sound, customer aligned architectures and solutions. Key Contributions/Responsibilities

Present enterprise wide business and architectural solutions on P&C(personal/commercial insurance), Retirement Planning (Public/Private Sector), Wholesale Banking, Healthcare business domain

Lead strategic technical design process during customer engagements

Identify and insert the right technical resources when needed

Capability to execute in the context of 3rd party technology/architectures

Coordinate with the presales practice advisor for successful architectural engagement

Ability to create or develop customer-relevant solution around digital and legacy transformation.

Mentor field technical roles on Retail solutions, platforms, and customer considerations

Demonstrate industry leadership through publication, presentations, participation in industry organizations

Develop strong partner relationships to accelerate customer engagements and expand the Cisco solution portfolio Bank of America, Raleigh,NC

VP- Technology Strategy and Planning, July-2009 to April-2014 Lead and manage enterprise wide level programs and projects and provide technical direction and system architecture for the Global Wholesale Banking group. Design and develop technology strategy, IT planning architecture and roadmap that helps business partners and technology executives in 3-5 IT planning. Key Contributions/Responsibilities

Delivered multi-year Payment Processing Hub platform modernization initiative

Managed and delivered “Bank-in-box” process re-engineering and roll-out

Create AS-IS and target state business process model, capability roadmap that are in line with GWB IT Strategy and Roadmaps.

Develop and manage enterprise level technology roadmap including trace ability from business and IT strategies to suggested technologies

Develop portfolio analysis and identified gaps/overlaps and opportunities for rationalization.

Create portfolio level views (application, business, and data/information layers).

Outlined current and future vision enterprise architecture, including traceability from business and IT strategies to suggested technologies.

Coordination with business sr. executives and technology head across IS to translate key strategic objectives into actionable and governable roadmaps and designs.

Analyzed business and technology challenges, assess costs, and suggest solutions. Wells Fargo, Minneapolis,MN

AVP-Insurance Architecture, March-2007 to June-2009 Lead the technology strategy of “Wells Fargo Insurance Services” which is the fifth largest insurance brokerage firm in the world, and the largest bank-affiliated insurance brokerage firm in the U.S. Responsible for driving technology strategy and IT planning across a 1000+ person Insurance LOB IT organization Key Contributions/Responsibilities

Delivered Consolidation of policy administration and billing platform

Designed, Developed and Rolled-out Business Operation Process Effectiveness Imitative

Drive and manage insurance line of business architectural direction for mission critical systems

Guide research and development efforts for future technology implementations leveraging enterprise standards and outside research organizations

Determine the business need for the technology and establish the architecture and present that architecture to various levels of management and technology teams

3 of 4

Work with the business group and define the technology strategy based on the business strategy

Lead the evaluation of vendor software targeted for possible integration into the systems or environment, including strategic applications, tools, and utilities.

Conduct highly complex technology architectural alignment assessments and support other relevant standard architectural practices to assure that technology investments and implementations meet business needs as well as the principles, policies and standards outlined by various groups within Wells Fargo.

Lead and guide the portal strategy effort for wholesale-insurance LOB

Guide and develop security architectural standards of the internal and external facing portal applications

Lead and guide mergers and acquisitions (M&A) activities o Understand the deal's business intent and its impact on the M&A business model o Involve in due diligence and development of an integration strategy, plan, and team o Identification of which applications, infrastructure, and IT processes can go forward and key actions to create the new IT organization after the merger or acquisition. o Assessment of the acquired company's IT assets and develop an integration strategy

Legacy application modernization

o Analyze and develop metrics of the legacy application’s size, complexity, cost, purpose, and value to the business.

o Assessment and rationalization of the application portfolio to determine and take decisions on application enhancement and retirements.

MetLife, Greenville,SC

Director - Institutional Technology Architecture, April-2004 to March-2007 Responsible and accountable for the technical leadership, business strategy and strategic planning of the Institutional LOB

(generating about 50% of approximately $45b annual revenue) at MetLife and also responsible for ensuring that the architectural and technology strategies employed by the Institutional LOB is supporting and staying in close alignment with short and long term business objectives and strategies. Key Contributions/Responsibilities

Guided and developed security architectural standards of the internal and external facing portal applications

Consulting with multiple business units and management team regarding business needs and strategies to meet the business plans and lay out the technology plan and strategy

Lead and guided the technical architecture, design and implementation of various large mission critical & strategic design, development and system integration technology engagements

Evaluated and researched on emerging tools and technologies that will have an impact on the business strategy and technology strategy.

Analyzed and defined Application Portfolio Management and technology stack to promote reuse of tools, technology, and services.

Lead and defined the roadmap and architecture of Service Oriented Architecture (SOA), Business Process Management

(BPM) and Portal architecture strategies and develop the standard and best practices Keane, Greenville,SC

Lead Principal Consultant – Financial Services Domain, May-2000 to March-2004 Responsible for n-tier application design and analysis for financial services domain. Act as an technical advisor and responsible for guiding requirements, architecture design, interface definition and documentation. Key Contributions

Collaborated with various groups for implementing applications and technologies

Designed common interface to interact with external applications.

Involved with all aspects of n-tier application development lifecycle and provide technical leadership

Coordinated and guided architecture and design decisions

Created architecture and design best practices and standards

Recommended system and process design changes

Worked as a technical advisor and act as a liaison between CxO and application development team

Lead and guided the technical architecture, design and implementation of various large mission critical & strategic design, development and system integration technology engagements

Managed and coordinated onsite-offshore teams working on various phases and life cycle of a project. XANSA, India

4 of 4

Systems Executive/Programmer Analyst, June-1996 to April-2000 Responsible for design, development and testing of client server and web applications for credit card transaction processing and service industry systems. Lead software development team and responsible for providing and implement development methodologies and development standards.

Key Contributions

Provided business re-engineering consulting and managed e-commerce and interactive application development projects for Global 500 clients.

Worked as onsite-offshore coordinator for the delivery of the international project.

Lead and managed application development team for design, development and testing of client server and web application for credit card payment processing and service industry systems.

Started as a programmer Analyst and later promoted to Systems Executive EDUCATIONAL QUALIFICATION

MBA - General Management University of Phoenix, Phoenix B.S. - Engineering Sambalpur University, India


Process Frameworks and Methodologies : RUP, Agile (Scrum), and PMBOK

EA Frameworks : TOGAF and Zachman

Architectural Styles : SOA, SaaS, EAI, and Cloud (Public/Private)

EA Tools : Alphabet-Planning IT, Mega, and Troux

Platform : Java/J2EE and MS .NET

Database : Oracle, Sybase, DB2, and MS SQL Server PROFESSIONAL DEVELOPMENT

Executive Certificate Program – Creating & Executing Strategies Carlson Business School, MN

Executive Certificate Program – Negotiation Strategies Carlson Business School, MN

PMP Certification PMI

Fellow, Financial Services Institute (FFSI) Certification LOMA

Fellow, Life Management Institute (FLMI) Certification LOMA

Associate, Annuity Products & Administration (AAPA) Certification LOMA

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