OBJECTIVE

I intend to leverage my leadership and experience in portfolio management, project planning, program leadership, and communication to provide results that are strategically valuable.

SUMMARY OF QUALIFICATIONS

Over 25 years of experience in portfolio, program, project, and people leadership in business and technology

Effective at building and leading cross-organizational teams

Proficient in negotiating scope and schedule, managing budgets, mitigating risks, and leading resources

Committed to driving quality results through consistent high performance and exceptional leadership

Capacity to learn new concepts and methodologies quickly and adapt to new situations easily

Adept at thinking strategically without losing sight of the details

EXPERIENCE

Meritain Health, Plymouth, Minnesota 2013 - Present

Head of Delivery Management Office

Responsible for design and implementation of IT delivery processes including project management, resource / capacity planning, business analysis support, quality assurance, change management process maturity and management, and risk management

Manage the annual IT Portfolio through the growth and development of portfolio management practices

Manage internal and external project interfaces at multiple organizational levels

Mentor and facilitate training of a geographically dispersed team

Disseminate and implement the portfolio strategy across the organization

Work with business clients and IT departments to help define business requirements and determine impact on current and future technology

Ameriprise Financial, Minneapolis, Minnesota 1991 – 2013

Vice President, Enterprise Program Management Office

Facilitate the annual $150-200M technology investment agenda analysis and discussions with the CIO and direct reports through creation of impact scenarios that include technology resources, calendar impacts, field, client, service center, and line of business

Lead the CIO staff group through the annual planning process for the $12M CIO project portfolio and perform ongoing project delivery governance and oversight

Conduct project delivery risk mitigation actions through project deep dives, implementation reviews, scope reviews, contention remediation, and post implementation reviews

Deliver strategic enterprise projects such replacing the enterprise project management system (Clarity) with a component based solution (Microsoft and Oracle) and the development and deployment of a project delivery metrics program

Lead project remediation actions for projects in perpetual red or yellow status

Annually evolve release delivery processes in partnership with business, application development, and infrastructure

Mentor and develop project resources

Executive Director, Offices of the CIO and SVP of Application Development

Managed the business offices of the Chief Information Officer and Senior Vice President of Application Development and the associated support staff

Led business line reviews, provided communication with key external vendor partners, accountable for expense management, executive leadership communications, and management of associated business processes

Authored communications such as monthly executive updates, support field message process, and town hall messages

Led enterprise projects such as legal day 1 services terms for the HR Block Financial Advisor acquisition, improving executive technology solutions service model, technology and service center annual employee giving campaign, and process improvements within application development business, such as the annual asset impairment process

Led and developed the team of executive technical specialists in New York and Minneapolis to ensure a superior executive technology experience and support of executive events

Director, Enterprise Infrastructure and Strategy

Drove the successful 700 day, $225M, on time, on budget separation from American Express through the leadership and vision of an integrated business and technology separation roadmap

Led the definition and managed the scope and schedule of the separation program critical path enabling impact analysis for key decisions

Established the 3,000 plus application scope inventory with associated change control processes to ensure auditable progress and results of separation

Developed, implemented, and provided ongoing support across technology enabling application release planning practices and contention resolution

Defined release delivery programs and enabled key practices such as strategic requirements management, through newly defined processes and enhanced tools

Delivered strategic initiatives such an application health assessment and development of application roadmaps

Program Manager, Technology

Led multiple business and technology project managers to deliver key programs and initiatives for the organization: American Express separation web re-branding, Architecture Transformation, ONE Account, Investment Review Board Establishment, and Investment Agenda Management

Provided program governance to ensure on time, and within defined scope delivery through phase end reviews, financial management, risk mitigation, issue management, resource planning, reporting and communication

Developed and maintained program specific processes and communications as needed by each program

Acted as technology coach for investment projects to ensure quality and accuracy of investment requests, as projects prepared to go before the investment review board for scope and funding decisions

Created and managed the consolidated view of the technology investment agenda and provided an assessment of agenda level impacts and risks, as a result of investment decisions and technology issues

Project Manager, Enterprise Business Architecture

Led an enterprise project to deploy a business architecture software tool (Provision) and designed and populated a master repository for the storage and reuse of existing and future models

Designed, developed, and launched a global database (Provision BOSS), allowing live interaction with tool users, promoting the re-use of models and marketing billable architects to business partners

Re-engineered licensing management, tool support, tool installation, and billing processes

Project Manager, Retirement Services

Created and managed custom employee education programs for newly acquired 401K clients

Developed and delivered employee education services presentations to prospective clients with sales leaders

Obtained Series 63 and 24 licenses

Team Leader, Client Service Organization

Led the service operations of two insurance and annuity process groups

Led asset retention process group that created revenue in excess of $33M annually

Obtained Series 6 license

Additional employment information and references available upon request

EDUCATION

Bachelor of Arts, Organizational Management and Communication – Concordia University, St. Paul, MN

Mini Masters of IT – St. Thomas University, St. Paul, MN

Contact this candidate