Management Software

** ********* **** ********, ** ***** ********@*****.*** Cell: 516-***-****

Objective

To obtain a position with a company that offers an opportunity to use my extensive expertise in planning, relationship building, leadership, communication, analysis, and strategic management.

Professional Profile

IT Asset Management / Software Compliance Manager

Process/Procedure Design Cross Functional Team Leadership

A tactical thinker who can plan and implement business initiatives to support corporate objectives. Experience in planning, leveraging technology, leadership, and complex negotiations. Process analysis and design to optimize cost savings and ease of use by stakeholders. Expertise in identifying, establishing, and managing strategic partnerships with internal business groups to leverage strengths of all partners to achieve corporate goals. Managing IT assets, software license compliance, and optimization across their entire lifecycle.

Core competencies include:

Exemplary communicator

High-impact presentations

Enterprise software

Software Asset Management (SAM)

ISO 19770-1 SAM standard

IT Asset Management (ITAM)

Software License Compliance

QA - Internal audits and SOX audits

Process/procedure design

Analyzing software contracts

Complex contract negotiations

Project planning/execution

Contract law - terms & conditions

Cross functional team leadership

Relationship building & management

Microsoft Enterprise Agreement

Oracle OLSA - basis entitlements

Lead vendor audits and true-ups

Professional History

ITAM SAM Project Manager/Business Analyst (Consultant)

Dorset Partners (08/2014 – Present)

A professional corporate turnaround consulting group focusing on privately held companies.

Analyze corporate IT asset management policy procedures, and compliance status.

Determine the cost and value of vendor software and hardware.

Recommend and implement solutions that dramatically reduce software and hardware costs.

Systems Specialist, QA/Contract Management

Con Edison Company of New York (2010-07/2014)

Created and managed software asset management (SAM) system for corporate software license compliance and optimization for over 300 vendor software products. Corporate SME for software compliance and management.

Developed and managed a software database and a SharePoint repository for vendor contracts, supporting vendor documents, and purchasing documents.

Lead cross functional team of key internal business units (e.g., Legal, Purchasing, and Business Users) to develop and implement the IT asset and license management process.

Established reporting for stakeholders. Reporting encompassed software license compliance status, compliance issues, remediation, and cost optimization of software licenses.

Optimized the value of vendor software by analyzing license agreements, license basis and entitlement rights.

Negotiated contracts with vendors. Managed the software renewal process.

Created favorable corporate standard terms and conditions for the procurement of vendor software.

Lead internal and vendor audits and true-ups.

Systems Specialist, QA/Contract Management (Continued)

Con Edison Company of New York (2010-07/2014)

Developed corporate policies and procedures covering the lifecycle of IT hardware and software from procurement to the decommissioning of hardware and the removal of the software.

Created a companywide software compliance E-learning course.

Worked with business users to identify actual software/hardware needs resulting in over $1 million in cost savings for new software and maintenance/support contracts.

Assisted in developing the corporate software and hardware budgets including capital budgets.

Regional Business Consultant

Cape Securities, Inc. (2008-2010)

Expanded registered investment advisor (RIA) distribution into the Northeast

Recruited and trained new RIAs

Developed new RIA firm relationships and deepened existing relationships generating additional sales revenue.

Vice President, Business Development Officer

BNY Mellon Wealth Management, formerly The Bank of New York Private Bank (2006-2008)

Marketed wealth management, investment management, banking, credit, and trust solutions to financial intermediaries and high net worth clients in the Metro NY & Long Island markets. Investment specialist for Investment Advisory Solutions (IAS), Lockwood’s high net worth managed account solution.

Expanded referrals from existing and new referral sources.

Increased market penetration 21% over plan.

Exceeded annual sales goals.

Regional Vice President

ING Annuities (2003-2005)

Wholesaled variable and fixed annuities to the broker/dealer, independent financial advisor, and bank markets.

Dramatic sales growth of territory resulted in 4 territory splits.

Successfully expanded distribution across all markets.

Selected Technical Skills

Microsoft SCCM, SQL, SharePoint, Excel, PowerPoint, and Word

ITAM and SAM discovery tools from Microsoft, HP, Symantec/Altiris, Flexera

CRM Products from Siebel, PeopleSoft, and SalesForce.com

Education and Credentials

Hobart College: BA, Economics

Captain, Varsity Football

Officer, Kappa Sigma Fraternity

Professional Training: The Fusion Group, “Presenting for Results”

Learning International, “Professional Selling Skills”

Certified Investment Management Analyst (CIMA)

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