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Project Manager Management

Morristown, New Jersey, 07960, United States
April 20, 2017

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Senior IT Manager

Sr. Program & Project Manager leading global business, technology and client initiatives to drive business value. Direct strategy, organization, process and technology transformation from concept through rollout. Experience in multiple industries, technologies and business areas.

Areas of Expertise

Project Management

Program Management

Waterfall & Agile

Strategy & Innovation

Relationship Management

Business Process Design

Data Warehouse

Business Intelligence

Estimates & Project Plans

Financial Management

CRM & Billing

Charters & Business Cases

RFPs & Proposals


Data Management

Governance & Compliance

Global Team Management

Information Security

Training & Mentoring

Client Delivery & Support

Vendor Management

Professional Experience

SR. PROGRAM & PROJECT MANAGER – Stark Strategies 2013 – Present


Design, build, test, deliver and deploy innovative Neuroscience applications and medical devices on mobile platforms. Simultaneously run and launch multiple clinical and academic trials.

Work closely with Business and Technology partners to develop strategy, processes and solutions to speed delivery and improve outcomes. Gather and document Business Requirements.

Collaborate with statisticians to analyze trial results, identify opportunities, resolve anomalies and present to senior management. Enhance trial, project and financial reporting.

Write and deliver training for IT and medical staff. Manage clinical site support.

Ensure Compliance, Validation, Legal, Privacy, Security and Regulatory requirements are met.

KPMG Jun 2015 – May 2016

Plan, launch and direct Information Management projects, including business intelligence, automated contract and opportunity assessment, data warehouse, security and mobile delivery.

Create and maintain detailed project plans, risk/issue logs, meeting minutes and action lists. Chair Business and IT meetings. Manage financials from estimates through actuals.

Lead diverse teams of employees, consultants and vendors to implement technologies including SQL Server, QlikView, mobile, cloud, Java and .Net.

TIAA-CREF Jan 2015 – Mar 2015

Established global IT Program Office for Revenue Management. Set up standards, processes and organization. Created roadmaps and aligned projects to strategy and outcomes.

Brown Brothers Harriman Mar 2014 – Jan 2015

Led Business Intelligence and Data Management project to design and deliver business and client reports, dashboards and analytics for Securities and Private Wealth.

Awarded additional projects due to project success and client satisfaction. Simplified reporting and enabled user self-service. Reduced IT spend and time to deliver.

Kings Food Markets Feb 2014 – Aug 2014

Designed and implemented innovative sales and marketing graphics and reports showing inventory, revenue and units sold by store and aisle on web and mobile devices (tablet and phone).

Enabled same-day, consistent reporting for HQ and store managers.

IT STRATEGY & PROGRAMS SVP – Citi Nov 2006 – Jun 2013

Directed a portfolio of application development and process transformation programs and projects. Successfully designed, built, tested, delivered and transformed Securities systems. Projects ranged from $250K to $10mm+ with 5 to 100 staff, including onshore, offshore and vendors.

Established and directed global Program and Project Management (PPM) standards, procedures, budgets, governance, staffing, reporting and tools. Identified and deployed best practices following PMI/ PMBOK. Reduced complexity and barriers. Increased service levels and compliance.

Evaluated and brought in business intelligence (BI) tools. Provided enhanced reporting and self-service for Product and Business teams. Consolidated and retired over 1,000 reports.

Launched IT Strategy team. Assessed current state and defined future state. Championed innovation practices and established Innovation Council. Instituted Agile Center of Excellence.

Improved critical system stability 24% in 18 months. Decreased cloud costs by 25%.

Created IT Risk Management process and tools to improve delivery, quality and operations. Assessed over 750 programs and 2,000 projects. Identified and published key indicators and best practices.

Negotiated with software and services vendors. Wrote contracts and SOWs. Saved 60% over targets.

Wrote and delivered training to 4,000 managers across the globe in Project and Program Management, Business Analysis, Finance, IT Risk, Governance and Total Quality Management (TQM).

Led program to provide Fortune 500 CFOs with CitiDirect Mobile financial reporting, including an innovative User Experience (UX) and BI reporting. Won industry Technology Innovation award.

IT MANAGER & SECURITY OFFICER – Memorial Sloan-Kettering Aug 2002 – Nov 2006

Successfully led initiatives ranging from Operating Room to Marketing to Research, working with senior executives, doctors and hospital administrators. Established Project Office.

Awarded responsibility to manage and realign development, test and support teams to improve systems delivery and enhance value for medical practitioners and patients. Implemented Cognos.

Managed web development, support and standards. Improved content, delivery and marketing of the hospital’s primary web site,, helping patients, staff and medical practitioners.

Led Security, HIPAA, Regulatory and Compliance initiatives. Recommended and established technical, administrative and physical security policies, solutions and processes. Ready ahead of regulatory date.

Enhanced and tested disaster recovery. Participated in emergency planning and drills across NY City.

SR. PROGRAM & PROJECT MANAGER – Consulting Nov 1999 – Jul 2002

Successfully directed Prudential PMO to replace their core Whole Life Insurance system. Coordinated projects across Prudential to implement new capabilities and convert over 100 years of policies.

Led development teams at BNY Mellon to design and build innovative private wealth management capabilities (such as endowments, non-financial assets including art, family wealth, etc.).

Established and ran the EPMO for the 37,000-person NYC Health & Hospital Corp (H&HC). Coordinated IT process improvements, application delivery, infrastructure enhancements and compliance across eleven public hospitals. Recognized for excellent performance by CIO.

Onboarded and led team to design and build eMarketing web site and process for Pfizer.

SR. BUSINESS PROCESS MANAGER – Accenture Mar 1997 – Oct 1999

Directed retail billing systems for a major client, managing 800 systems staff, applications and infrastructure. Quickly identified and resolved operational issues. Improved system performance by 18% within six months, reduced system costs and resolved billing issues. Awarded bonus incentives.

Assessed end-to-end billing processes including bill creation, delivery, collections, corrections and credits. Recommendations led to client lowering bill costs $20mm/year while improving revenue.

Analyzed customer segments, growth trends and retention for Novartis using business intelligence and analytics tools. Recommended sales and billing organization, alignment and process changes; these were accepted and implemented.


MBA, International Marketing Rutgers University

MS, Computer Science & Operations Research Rutgers University

BS, Computer Science & Industrial Engineering Rutgers University

Additional Qualifications

Program, project and quality methodologies, including PMBOK, CMMI, ISO, Waterfall SDLC and Agile

Broad international experience: assignments in Europe and Latin America, fluent in Spanish

Regulatory compliance: HIPAA, Gramm Leach Bliley (GLB), 21 CFR Part 11 and others

Adjunct Professor, IT: teach Project Management, MS-Office, MS-Project and several other subjects

NY Technology Forum, presenter and panelist on technology, IT risk and security

Past Area Governor, Toastmasters International; presented to 10,000+ person audiences

National President’s Volunteer Service Award (healthcare charities)

Skills and Methodologies

MS-Project Planview Clarity WBS Project Server Complexity points

PMBOK Waterfall Agile Scrum JAD / RAD Stories & Epics

Oracle Sybase SQL Server MySQL DB2 MS-Access

SQL Jira Confluence Rally Remedy Quality Center

Test Plan Test Case Use Case QA / SIT / UAT LoadRunner QuickTest Pro

.Net Java C / C++ ETL Data Model Data Warehouse

UNIX / Linux Windows Mainframe Server VMWare Cloud & SaaS

CRM Gannt PERT Charter Business Case Cost Benefit

Roadmap Dashboard RAIL RACI Swim lane Stage Gate

SAS SPSS Excel PowerPoint Visio Predictive Analysis

SharePoint Ab Initio ServiceNow DRP / BCP / COB BPM / BPR SumTotal LMS

RFP / RFI Contract MSA SOW Outsourcing Fixed Price

EDI / XML QlikView Cognos Tableau MicroStrategy Business Objects

TQM TCO NPV Earned Value ROI / IRR Matrix management

Budget Forecast Accrual KPI Archer Shareware

Network Switch PBX IVR MQ and many others

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