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Project Manager

Simi Valley, CA
February 28, 2020

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*** ********* ****** **** ******, CA 93065

Cell: 805-***-**** Email:

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Information technology manager and consultant with responsibility for all areas of information systems delivery and management as project manager, business analyst, and architect.

Applications experience includes custom development and delivery of financial, banking, content management, public sector, CRM, utilities, insurance, e-commerce, business intelligence, and business process management applications using Cloud infrastructures.

Systems engineering experience includes technology architecture, strategy, and IT governance, data analytics, information security, compliance, systems infrastructure, cloud computing, disaster recovery, offshore services, and vendor management.

Skills: Financial - NetOxygen, Empower, Oracle EBusiness, Peoplesoft; Content Management/Imaging - Documentum, Captiva, OnBase, Sharepoint; Business Intelligence – IBM, SSIS, Cognos; CRM - Siebel, Salesforce; Supply Chain/Inventory Management – SAP, Oracle; Database – SQL Server, Oracle; Application Development - .NET, Java, VB, C#; Web Development – ASP.NET, Javascript; Virtualization – VMware; Cloud – Rackspace, AWS; PPM – Clarity, JIRA; Testing – ALM; Prototyping – Axure RP; Office – Word, Excel, Powerpoint, Visio, Project


Project Manager/Business Analyst Thomas Data Systems Oct. 2007 to Present

Provide information technology project management, architecture, and business analyst services for applications development, systems integration, and packaged software implementations. Develop custom software solutions and integrations to external applications and services. Define and develop requirements, solution designs, business rules, workflow, and customer experience. Develop business processes, test plans, and lead test efforts. Develop disaster recovery plans and perform testing. Support production environments using ITIL processes. Develop project plans and deliver projects using Agile and SCRUM methodologies. Develop enterprise architectures, solution architectures, and technology strategies within a cloud and virtualization environment.

Consulting engagements include the following:

Manage delivery of mortgage, banking, financial risk management, CRM, e-commerce, public sector, pharmaceutical, and data warehouse/business intelligence projects.

Develop business requirements, design documents, test plans, and deliver testing activities. Perform systems and data analysis, document and optimize business processes, and improve performance.

Develop workflows, user experience, data analytics, and integrations to internal and external business applications using ecommerce, mobile, and Cloud technologies.

Deliver enterprise content management and document imaging applications using Documentum, Filenet, OnBase, and BlitzDocs. Deliver business applications using cloud technologies including Rackspace and AWS.

Develop enterprise architectures, strategies, and plans for organization and system consolidation in a merger and acquisition environment.

Clients include:

Liberty Mutual

BMO Harris

First Republic Bank

Bank of America

Union Bank

Toyota Financial Services

Mountain West Financial

Hess Oil


San Bernardino County Assessor



SVP Application Development, Countrywide Home Loans May 1999 to Sept. 2007

Led major programs and projects in the development, implementation, and support of custom mortgage business applications and packaged software. Worked closely with business partners and managed vendor relationships. Directed functional IT groups with a team of over 35 staff, including applications development, database administration, systems administration, data warehouse reporting, and client services.

Major accomplishments were:

Delivered document imaging applications, and provided integration with existing applications to support the loan purchasing process. Delivered migration from OnBase to EMC Documentum. Developed requirements, design documentation, reengineered business processes, and performed technical design.

Led the development of mortgage applications for loan purchasing, warehouse lending, and the delivery of mortgage related services. Implemented enterprise level data warehouse, developed ETL solutions, custom business intelligence reporting applications.

Implemented Siebel, Salesforce, and ACT! CRM tools.

Developed enterprise architecture and strategy for future systems, technologies, and applications including BPM, Enterprise Content Management, CRM, SOA, Cloud Computing, security, and web services.

Managed the production support of the systems infrastructure and applications. Implemented disaster recovery environment and business continuity processes. Monitored and ensured compliance with audit requirements and regulations, such as SOX, COBIT, and GAAP, and supported risk assessment and audit activities. Managed IT governance processes.

Managing Principal, Oracle Corporation June 1998 to May 1999

Led consulting engagements to implement Oracle Financial Applications for major financial services organizations. Developed custom interfaces between Oracle applications and legacy business applications. Supported business development activities: presented service offerings, capabilities, and developed proposals. Developed technical strategies, systems and requirements analyses, delivered banking, financial, and data warehouse applications.

Vice President, Advanced Planning, Citicorp Services, Inc. Nov. 1994 to May 1998

Managed the development and implementation of financial and banking applications for the Latin America corporate and consumer banks.

Major projects were as follows:

Managed the development and implementation of the Global Relationship Banking program, to manage customer relationships over all banking products in the country of Mexico.

Program Manager for the implementation and support of the PeopleSoft HRMS package in five Latin America countries.

Program Manager for the development and implementation of a data warehouse to support Credit, Sales, and Marketing programs for all Latin America businesses.

Developed future architecture strategies and plans for migrating from the current to the future information systems environments for all Citicorp banking and financial applications.


Master of Engineering, Electrical Engineering, University of Louisville, Louisville, Kentucky

Bachelor of Science, Electrical Engineering, University of Louisville, Louisville, Kentucky

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