Senior Program / Project Management Professional

Summary

Possess 15+ years of hands-on experience in program / project management technology software architecture, design, implementation and organizational process analysis / design. Proven track record in establishing strategic governance policies as well as directing teams to meet organizational goals. Exceptional planning and organization skills to lead global development teams with a demonstrated ability to develop strong relationships at all levels of the organization.

Expertise

Strategic Planning

PMO Design / Setup

Centers of Excellence (COEs)

Client Relationship Management

PMO Management

SDLC, Agila, SCRUM, RUP

Vendor Management

Program Governance

Business Analysis

Change Management

Program / Project Management

Team Leadership

Risk Management

Process Analysis / Re-engineering

Software Development

Resource Management

Financial Modeling / Metrics

Data Conversions

Selected Accomplishments

Led enterprise-wide efforts to create program management offices and centers of excellence to effectively management work / processes for business and technology environments.

Managed enterprise-wide budgets of up to 85MM. Worked with management to ensure compliance and effectively manage forecasts.

Managed the design and implementation of post-conversion financial transactions as part of the largest financial data conversion to date.

Led development teams to design / implement new solutions and led / mentored business analysts to provide comprehensive analysis and effective documentation / communications to stakeholders.

Experience

Morgan Stanley May 2015 to January 2016

Consultant New York City

Senior Project Manager - Global Wealth Management / Global Banking Technology

Securities Lending & Collateral

Managed the PLA / LAL Securities Lending Conversion from FIS to LoanIQ. This included working across business, operations, quality assurance and technology groups.

Managed all work within the Lending and Collateral development group by running sprint planning meetings, reviews, the daily SCRUM calls with resources both on shore and off shore (India and Montreal).

Managed the resource budgets. Responsible for allocating resources for new projects and reviewing / reporting anomalies within each month during the financial resource review process.

TIAA-CREF Financial Services 2013 to 2015

Consultant New York City

Senior Program Manager - Multi-channel Publishing - Marketing

Managed the creation of two Centers of Excellence (COE) within the Multi-channel Publishing Division. This included managing two business analysts to document current state processes - technical and business - for Markit On Demand and the Seismic TIAA-CREF clients.

Lead the analysis of current to future state key areas for improvement and gap fulfillment that resulted in the documentation of best practices and recommendations.

Created a standardized project management lifecycle process to manage deliverables through tollgates relevant to future state recommendations and appropriate to client needs.

Managed the creation of standard operating procedures for all internal processes and those that impact external users of the systems.

Senior Program Manager - Individual Advisory Services - Marketing

Managed the $6.5MM Marketing Project Portfolio for the Managing Director of Individual Advisory Services (IAS).

Established project discipline within the Marketing area to successfully report financials and status to the Program Management Office.

Established metrics reporting of the Marketing Project Portfolio for IAS Executive Management. Created the report and monthly procedures for gathering information.

Managed the project financial forecasts / GL actuals with senior business leads and Finance to provide accurate and timely reporting to the Executive Management Team. This included validating vendor invoices, statements of work and business resources time as well as IT resources in Clarity.

Morgan Stanley Wealth Management 2009-2012

Consultant New York City

Senior Project Manager - Performance Reporting

Managed the enterprise-wide Financial and Post-Financial Conversions for Performance Reporting of the 11MM account Legacy Smith Barney to Legacy Morgan Stanley (MSSB) data conversion. In addition, managed the same for the 60K account Private Wealth Management (PWM) to Morgan Stanley data conversion through the first Dress Rehearsal.

Managed the requirements and design with the collaboration of the MSSB technology track teams, business and operations associates to handle data converting from the CITI (LSB) environment to the MSSB back-office journaling and Performance Systems. Transactions included Residual Sweeps, Trade Corrections, Blocked Assets, Insurance & Annuities, Safekeeping Assets, Retirement Non-Traditional Investments and Conversion Transactions.

Managed the code development and pre-UAT test cycles (SIT and QA). Worked with developers and the Quality Assurance team to create meaningful test scripts and scenarios to ensure the solution fulfilled the design requirements.

Citigroup, Inc 2007-2008

Consultant New York City

IT Program Management Office – Retail Bank

Provided consultancy services to the Director of the CBNA Information Technology (IT) Program Management Office with regard to process improvement in various areas of program management, project management, metrics and the SDLC.

Designed and developed the IT PMO Roadmap and process to extrapolate primary deliverables and accomplishments throughout the organization. This document is used by the Director to manage deliverables and for reporting purposes to his piers and executive management.

Designed and implemented a comprehensive evaluation for senior IT management to review project manager performance (e.g., understanding of best practices, SDLC, Planview, cost and resource management). Assisted the Director to develop the criteria for evaluation, created a comprehensive survey and developed metrics for final review.

Designed and implemented the Project Control Process whereby all project requests submitted to IT are evaluated, prioritized and scheduled for the Bank’s quarterly and interim technology implementation calendar.

Prior Professional Experience

Smith Barney Citigroup, Inc. - Senior Project Manager 2006-2007

TD Waterhouse Securities, Inc. - Vice President - PMO 2000-2006

Salomon Smith Barney - Business Analyst / Project Manager 1998-2000

Merrin Financial, Inc. - Client Relationship Manager 1997-1998

Alliance Capital Management - Research Associate 1993-1997

Liberty Mutual Insurance Group - Manager 1986-1991

Education

Master in Music, Performance and Literature, Eastman School of Music at the University of Rochester

Bachelor in Music, Performance and Liturgical Music, Hartt College of Music at the University of Hartford

Certification

PMP Certification, Project Management Institute, 2005

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