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Senior IT Portfolio Manager

Skillman, NJ
January 01, 2020

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Strategic Business Unit Development & Execution Global IT Management & Support

An executive ‘Change Agent’ skilled in empowering operational project teams, vendors, consultants, and partners to deliver successful large-scale enterprise programs.

Experienced with in-depth management of broad enterprise systems includingdesign, build, and operational rollout of global infrastructures

-Program/Project Management - ERP application Design/Implementation

-Established PMO and methodologies - Management of Security Portfolios

-System migrations; M/E acquisition efforts - IT Operations / Disaster Recovery

-Compliance & Risk Portfolios - PeopleSoft/ Oracle & SAP Application Suites

-Cloud Implementation - Facilities Management



A Senior Advisor tasked to manage a myriad of complex and business critical program delivery efforts within healthcare eco-systems. Established and implemented project management office and related methodologies within Facilities Management and IT functions

Clinical Program Management: Clinical projects include implementation of billing and EPIC interface to Point of Care devices (ACT Plus; INFORM II; Avoximeter 1000E; Clinitek; Gems 3000. Central Sterile replenishment (vendor order point); ROCHE device integration. Managed Infection Control & Life Safety compliance

Facilities Program Management: Capital projects include Emergency Generator Design and Build; Sprinkler System Upgrade; Pharmacy USP 800 compliance upgrade; Central Sterile upgrade and process redesign; OR Exam Lighting redesign; Management of all DOH and DCA requirements; Management of HEFT Grant (accounting & mandated reporting). Developed Supply Chain strategy (SAP SCM)

Pharmacy: Developed construction, IT, retail operation and 340B program strategy required for'new' pharmacy build (construction, technical infrastructure). Provided assessment required in development, design, and implementation of converged 340B dispensaries. Developed Meds-to-Beds strategy (internal service offering; e-Scripting).

Infrastructure Program Management: Developed program planning required for enterprise datacenter migration. Provided assessment required in scheduling, development, design, and implementation of converged, co-located data center. Data Warehousing initiative includedthe implementation of an MDM strategy, development and ‘testing paradigm’ for EPIC and financial data extract.


CS Technology 01/2015–09/2016

Infrastructure Design & Development Consulting

Principle Consultant - Program Management Office

Primary IT Portfolio management role focused on service delivery, full lifecycle of strategic planning, implementation and migration, managed services, Disaster Recovery Design & Implementation

Enterprise PMO: Within ‘internal’ role of program director, managed the redesign efforts of PMO and service delivery model. These redesign efforts were identified as program initiationprocessing, project execution and monitoring, resource planning and forecasting. Account management strategies were restructured as were costing models and profitability metrics.

Advisory:For the North Philadelphia Health System, managed compliance efforts to develop ‘meaningful use’strategies at St. Joseph’s Hospital. Provided assessment required in development, design, and implementation of EHR processing, e-Scripting, risk and hospital compliance, data capture and record retention. Managed RFP process to select, coordinate and negotiate software upgrades, carrier and connectivity services.

Advisory: For AmeriSource-Bergen, managed and designed program to develop Master Data Management and PCI strategy, KYC, OFAC checking, design of requisite technology and cloud processing infrastructure. Provided assessment required in development, design, and implementation of converged data sources. Provided design of application migration strategy.

TD AMERITRADE 03/2012 – 01/2015

Wealth Management, Investment Advisory Services firm with $1.6 billion in annual revenue

Program Director - Enterprise Program Management Office

Primary IT Management role focused on enterprise program management – security and infrastructure portfolios, risk delivery& oversight, Disaster Recovery Design & Implementation, SLA fulfillment

Infrastructure PMO:As infrastructure program director, managed the implementation of multi-faceted data center communications projects, including: firewall design and upgrade; router and WAN enhancements due to hardware EOL; multiple Netscaler upgrade/replacements due to EOL software/hardware release. Managed finance migration, PeopleSoft Financials. Managed enterprise wide Oracle database migrations from UNIX based technology to RedHat 6.4 on Linux (ESXi hosted/VM).

Security PMO: As director of security programs,managed implementation and upgrade Mantas 4.0 within Oracle Exadata environment; created strategies to maintain Sanction List; OFAC verification; managed implementation of Archer upgrade and requisite site validation; implemented Guardian’s ‘Client Fraud Analytics’; implemented Qualys agent scan processing; enacted firewall audit processing; implemented Proxy replacement (EOL); implemented Pindrop ‘voice finger print’.

Disaster Recovery Cloud Strategy & Implementation: Implemented private cloud technology to maintain near ‘real-time’ data constancy at disaster recovery off-site location. Managed implementation of software and hardware solutions and requisite testing efforts with external vendors.



Banking, Wealth Management, Investment Advisory Services firm with $1.3 billion in annual revenue

Senior Manager, Vice President- Global Enterprise Service/Infrastructure Support

Program Management role in IT Support, Implemented Cloud technologies (private/public).

PMO: Developed Program Management Office required to provide analysis and mitigation of enterprise audit findings. Process evaluated the integrity of production systems as well as identified potential compliance, risk, security, Sarbanes-Oxley guidance. Network and application vulnerability testing included. Audit function spanned fourteen multi-national offices located throughout USA, Europe, and Asia.

Disaster Recovery: Managed disaster recovery planning, testing, execution, reporting, and post mortem activities. Configured LDRPS, managed SunGard off site testing, provided incident management (BCP) after site loss due to flooding, hurricane Irene (NYC).

Data Processing Operations:Managed data center operations world-wide, inclusive of fourteen (14) multi-national locations. Directed 24x7x365 support paradigm.Maintained all delivery SLA’s and EOM requirements. Managed vendor relationships, systems upgrade strategies, and facility management. Designed and implemented co-lo site.

PeopleSoft GL/AP/AR: Completed web based, private cloud development of base financial environment (PeopleSoft) to process in conjunction with legacy mainframe based general ledger chart of accounts. PeopleSoft HR/Ben Adm. Completed platform migration to private cloud model. Successfully demonstrated cost reductions in new functionality and refined business process. Fircosoft/Infomediary: Implemented ‘watch list’ methodology using real-time transaction filtering processing on UNIX/WEB/UDB cloud based environment (private). Downstream service provided customer trade integration with SWIFT settlement, OFAC verification.Data Warehousing: Implemented MDM strategy, development and testing paradigm for ‘big’ data enterprise paradigm. Created supervisory review of deliverables prior to client transmission. Dodd-Frank Title VIII provided guidance and standards that were implemented as part of enterprise development& operational standardization efforts for payment clearing and settling.


IBM Z/oS, AIX (P-Series; e880), CISCO Communications, ORACLE RDBMS, DB2/UDB, Linux, UNIX, SUN Solaris, EMC/Hitachi SAN, Oracle/PeopleSoft application suites, WebSphere(Tx), EAGLE (Portfolio Accounting), Firewall, MAGIC Defect Reporting, CA Scheduler, Autosys, Clarity, Sharepoint; ProCore


BA, Psychology, 1982 KEAN UNIVERSITY, Union, NJ

(Dean’s list; PSI CHI International Honor Society)

Project Management Certification Computer Science Corporation

Catalyst ‘Expert’

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