SUMMARY:

“Roll up the sleeves” consultant, business program management executive, operations, and information technologies developing and executing strategic, multimillion-dollar engagements; leading multi-national teams in executing strategic initiatives for global firms. Demonstrated thought-leader for innovative ideas and solutions that create business opportunities and competitive advantage. Uncommonly strong talent for building and cultivating trusted relationships with client executives, development teams, and vendors. Scope of success encompasses oversight of $42M budgets, ownership of concurrent short-/long-term projects, and programs, with the direction of 30+ team members globally in a variety of disciplines.

Over 30 years as a business consultant, technical project/program delivery manager of operations and technologies 12+ years of which focused on facility design and buildout, data center, and infrastructure migration, communications, networking, workstation upgrades, and mobile devices

Reported to COO / CIO, collaborated with c-level business executives, organizational directors, VPs, and all levels of business, technical and facilities staff

Responsible for the Latin American (LATM) regional TSA Migration Initiative consisting of concurrent facilities migrations and post-implementation upgrades for Montreal, Mexico City, Buenos Aires, and Sao Paulo while developing a roadmap for the remaining Latin American facility migrations

Consulted on the two-enterprise data center consolidation/migration programs supporting financial services, loan origination, and servicing objectives

In unison with other divestiture teams, managed the transition and integration of enterprise insurance, financial, and accounting applications, while relocating and building out data centers, infrastructure, network, VOIP, AV, CCD surveillance, and access control systems

Delivered executive program review presentations consisting of program/project scope, budgets, status, schedules, and forecasted performance expectations for programs of up to $42 million.

Guided the Customer in the development and execution of the business testing and acceptance, post-implementation support, and hand over to business operations

Led all phases of the successful IT integration for multiple M&A engagements. Evaluated acquirer’s IT environment and spearheaded strategic outsourcing transition and conversion sub-projects consisting of transitioning IT infrastructure, network, applications, records, and services from the acquiree’s existing environment to acquitter’s new environment

Headed site surveys and assessment of divested facilities, topology, applications, and records while working with executives to establish infrastructure retirement/revitalization planning, roadmap, and delivery schedule

Managed IT Move, Add, and Change operations for 600+ corporate offices, financial, home loan, and training centers throughout California and Florida

Managed enterprise facility/topology relocations while migrating from Unix based, client-server workstations with Ethernet 10base 2/5 LAN/WAN to an NT based client-server mix of workstations and PCs utilizing an Ethernet 10baseT and fiber LAN/WAN

Established a SharePoint PMO Project Library System based on PMI, Waterfall, Agile, and SCRUM Project Management and System Development Standards and Methodologies

Enlisted PMI PMBOK, CMMI-L3, Waterfall, Agile, and SCRUM standards and methodologies while utilizing HP PPM, CA Clarity-PPM, and MS Project tools in the delivery of services

CORE COMPETENCIES:

Authoritative Pacesetting Leadership, Affiliative Team Building, Coaching & Mentoring, Infrastructure Relocation, Integration & Revitalization, Applications Design, Development & Integration, Innovation & Emerging Technology Introduction, Program & Portfolio Management, Project Management, Operations Management, Change Management, Time and Cost Management, Risk, Issue & Quality Management, Business Process Re-engineering & Management, Business Process Outsourcing Management, Human Resource Management, Offshore & Domestic

METHODOLOGIES:

Project Management Institute (PMI) PMBOK, Waterfall, Agile, SCRUM, System Development Life Cycle (SDLC), Joint Application Development (JAD), Rational Unified Process (RUP), Capability Maturity Model Integration (CMMI) L3, Six Sigma, KANBAN, Mercury ITG Gates, CSC Catalyst, and IBM GS Method

EDUCATION:

2012 Pursuing a Bachelor of Science in Business Administration with a concentration in Project Management (BSBA-PM), Colorado Technical University, Colorado Springs, Colorado

2005 Feature Film Production, Direction, Funding, and Distribution, Hollywood Film Institute, Santa Monica, California (Diploma & Certification)

1997 Qualified Baccalaureate Degree Equivalents per U.S. Department of Homeland Security Specification OI 214.2(h) (3) (iii), Bachelor of Science in Information Technology/Multimedia and Visual Communication (BSIT/MVC), and Bachelor of Science in Mechanical Engineering (BSME), various institutions

1997 IT Engineering Program, LAN/WAN Design, Microsoft & Novell Systems Engineering & Administration, New Horizons Computer Learning Center, Santa Ana, California (Certification)

1995 IT Administration Program, MGE/GIS Development & Management, SQL & Oracle Database Setup, Intergraph Center of Excellence, College of Engineering, California State Polytechnic University, Pomona, California (Certification)

1992 Corporate Presentations & Technical Writing for Engineers & Scientists, The University of California, Los Angeles, California

1982 Business Administration & Marketing, Cypress College, Cypress, California

1979 Architecture & Mechanical Engineering, Rio Hondo College, Whittier, California

PROFESSIONAL CERTIFICATIONS:

2021 Agile Certified Practitioner (ACP) In Process

2021 Certified SCRUM Master (CSM) In Process

2007 PMI Project Management Professional (PMP) Pending Exam

2006 PMI Certified Associate in Project Management (CAPM)

2006 CompTIA Certified RFID Professional (RFID+)

1997 Microsoft Certified Systems Engineer (MCSE)

1997 Microsoft Certified Professional (MCP)

1997 Novell Certified Administrator (CNA)

2005 Certified Cinema Director (CCD)

2005 Certified Line Producer (CLP)

SECURITY CLEARANCES:

2013 – 2014 Gaming Control Clearance & Registration (State of Nevada)

1996 - 1998 FBI Secret Clearance (Federal & State Law Enforcement)

1983 DOD Confidential Clearance (Aerospace)

TECHNICAL SKILLS:

Operating Systems/Platforms: Mac OS, MS-DOS, Windows 3.x/95/2000/XP/7, Windows NT Workstation, UNIX, VMS.

Tools: JIRA, Confluence, CA Clarity-PPM, HP-PPM, Microsoft SharePoint, IBM FileNet, Rational ClearCase, ClearQuest, Clarity Open Workbench, SAIC ALIAS, Mercury ITG, Microsoft Word, Excel, PowerPoint, Outlook, Access, Crystal Reports, Project, Kidasa Milestones Professional, and Visio; Xerox Textbridge Classic OCR, WebSphere, GS Risk, Lotus Notes, SQL, SSRS, Oracle, WTO, DM2, DM Redline & Document Distribution, Microstation 32, Project Architect, InRoads, Model View, Microstation Review, AutoCAD, Personal Designer, Cad Max, VersiCAD, Cascade Graphics, Intergraph MGE, GeoMedia, ESRI ARC/INFO.

Photogrammetric & Imaging: ImageStation Photogrammetry Management (ISPM), Image Station Digital Orientation (ISDO), Image Station Alignment & Cross Sectioning (ISAC), Image Station Auto Terrain (ISAT), I/SCAN, I/RASB, I/RASC, I/RAS32, I/VECMS, I/GEOVEC, I/VECENG.

LAN/WAN Connectivity: 10BASET 5/2/T/FL, CISCO, Bay network, 3 COM, SYLINK PROFESSIONAL EXPERIENCE:

Unified Project Management Consultancy (UPMC), La Mirada, CA

1/2000 to Present

Business Owner, Principal Consultant / Business Operations, Technology, and PMO Services

As a leader in project management consulting, UPMC is a niche provider focused on PMO development, operations, process improvement, and ongoing portfolio management practices. UPMC partners with clients on the development and delivery of a recommended approach and implementation plan, including a cost/benefit analysis for taking the next steps in optimizing PPM practices that yields better alignment with enterprise business objectives.

Typical Services include:

-Enterprise project/program/portfolio management and delivery

-Establishment or refinement of portfolio governance policies

-Alignment of portfolio decisions to strategic business goals

-Portfolio and program prioritization and selection facilitation

-Portfolio Review Board session facilitation

-Portfolio and project communication management

-Optimized resource planning including “what if” scenarios

-PPM workshops, training, and mentoring for executives, management, and staff

-PPM adoption and change management

Schneider Electric / AVEVA Merger, Lake Forest, CA

9/2019 to 12/2019

Contract Consultant / TSA Migration, IT Infrastructure, Global Information Services

Responsible for the Latin American (LATM) regional TSA Migration Initiative from Schneider Electric to AVEVA properties

Managed concurrent facilities migrations and post-implementation upgrades for Montreal, Mexico City, Buenos Aires, and Sao Paulo while developing a roadmap for the remaining Latin American facility migrations

Successfully delivered the Buenos Aires facility migration smoothly with three defects encountered post-deployment resolved during implementation validation testing

Managed external construction and Telco vendors in the build-out of the new AVEVA offices, circuit installations, and internet access provisioning

Managed the IT infrastructure, network, VOIP, AV, Video Surveillance, Access Control, Environmental and Fire Protection Systems delivery

Guided the Customer in the development and execution of the business testing and acceptance activities

Managed post-implementation support and hand over to business and technology operations

Delivered portfolio communications, matrix reports, briefings, and migration updates to c-level executives in Cambridge, United Kingdom (EMEA)

9/2018 – 9/2019 Provided spousal care during surgery and recovery

Mazda Motor Corporation, Irvine, CA

4/2018 to 9/2018

Contract Consultant / Business Readiness, Mazda North American Operations

Responsible for overseeing product management (Business, Digital, Technical) execution, and launch in support of customer vehicles and marketing campaign business initiatives

As Business Consultant streamlined customer engagement related business campaigns leading MC and MNAO cross-functional product introduction team of business unit managers (Digital Interactive Practice, Research and Development, Supply Chain Management, Technical Operations, Marketing, Retail Operations, Business Education and Training, Certified Pre-Owned, etc.) in the preparation and tracking of MNAO deliverables and milestones while proactively identifying risks to meeting target launch dates and developing/driving mitigation plans and escalations to executive leadership in the execution of the business strategy for the following campaigns:

-Customer Education Framework Deployment Campaign

-Apple CarPlay and Android Auto New Product Launch Campaign

-MUSA Website and MyMazda App Business Readiness Alignment and Delivery

Facilitated and coordinated new product marketing campaign for the 18MY Mazda6, Mazda3, 19MY CX9 and positioned MNAO for product offering across remaining models

Coordinated activities required by supply chain and other functional areas to ensure appropriate product sourcing, delivery, and distribution to dealers nationally

Coordinated both dealer and customer communications and training programs

Facilitated and coordinated recurring cross-functional Core Team, Steering Committee, and Executive Sponsor meetings, briefings, and update reports addressing critical items needed for successful product release

Developed and owned end-to-end cross-functional program plans/schedules

Established product cost/pricing parameters and secured executive approvals required for the product release

Lexipol, LLC, Irvine, CA

4/2017 to 1/2018

Program Director, Operations and Information Technologies

Reported to COO/CIO, while working with Executive Leadership Team, organizational directors, VPs, and all levels of staff to improve enterprise efficiency and launch an Enterprise Project Management Office (EPMO) establishing project management as a core competency across the organization

-Established a SharePoint PMO Project Library System based on PMI, Waterfall, Agile, and SCRUM Project Management and System Development Standards and Methodologies

-Developed the Organizational PMO Standards, tools, processes, and training

Partnered with Digital Production, Operational and Technical leadership to deliver the 2017 cloud-based platform upgrade of the Lexipol Proprietary CRM Knowledge Management System KMS version 5.0 providing technical support to approximately 3,400 police, fire, and correctional agencies nationally

Responsible for creation of the digital product strategy and dashboard/program of works and building the operations roadmap, action plans, and project landscape of best in class digital products

Unified Project Management Consultancy (UPMC), La Mirada, CA

8/2015 to 4/2017

UPMC is focused on planning, managing and implementing strategically critical, complex, highly regulated programs and projects

Founder, Principal Consultant/Program, Project Management, Information Technologies

Provided project portfolio management assisting organizations in managing projects correctly to ensure strategic alignment and best use of time, talent, effort, and budget

Developed organizational change management and project management training program

Managed the development of an RFP, qualification, and evaluation program supporting a vendor selection initiative to identify alternative solutions for the provisioning of outsourced call center and billing services for Southern California Edison (SCE)

Consulted on the Wells Fargo Bank enterprise data center migration program supporting the dealer services, loan origination, and servicing objectives

MGM Resorts International (MGMRI), Las Vegas, NV

12/2014 to 8/2015

Senior Project Manager, Corporate PMO, Information Technologies

Reported to Senior Vice President of Corporate Hotel Sales, while working with directors and VPs nationally to improve enterprise sales and catering operations, increase revenue, lower costs, and increase customer satisfaction and guest loyalty

Managed the MGMRI CRM Daylight systems conversion to the Salesforce-based, Newmarket Delphi.fdc COTS sales and catering Cloud-based platform replacing the legacy system and operational support with industry-leading vendor-hosted hospitality solution across nineteen hotel/casinos

-Improved activity and performance tracking of sales objectives while monitoring key performance indicators and associated results

-Streamlined entire sales and catering process from initial event inquiry to booking room blocks, function space, and generating service orders (SO) sales

-Automated day-to-day catering operations increasing employee productivity and reducing human error leading to flawless event execution, increased client satisfaction, and cost reductions

-Enabled integration of Hospitality Sales and Catering (HSC) with Hospitality Customer Relationship Management (HCRM) systems

-Increased accessibility through the support of Cloud-enabled mobile Cloud computing from anywhere using any web-enabled device

-Decommissioned the legacy Daylight applications, infrastructure, and network while shutting down operational and support services

-Implemented new DR processes, system, and support hosted by MGMRI Information Technologies

-Enlisted Waterfall and Agile methodologies while utilizing CA Clarity-PPM and MS Project tools in the delivery of services

Initiated IGT Patron Management System Update to version 9.3 including the application, database, and Advantage Data Interface (ADI)

-Conducted the update planning for the highly customized and outdated Patron Management system to allow for compatibility with IGT’s mainline code branch to improve reliability and reduce excessive support requirements

-Analyzed and documented existing system flow/schema/interfaces and database

-Developed data migration and testing plan for the new version and other systems leveraging interface (e.g., Opera, M life.com, LME, TIBCO/Switchboard, and others)

-Collaborated with business partners for employee communications, training, and relevant M life updates

Managed the development and integration of a robust digital Cloud-based employee M life Tax win/loss gaming reporting solution with many interactive features for corporate Loyalty Management and Member Services focusing on the financial transformation as the catalyst for enhanced performance across the tax function

-Provided M life Members with mobile access and ability to assess financial performance and yearly win/loss history by quarter for up to seven years before the current year

Nevada Gaming Control Clearance / Registration / License

Contract Consultant, La Mirada, CA

11/2013 to 12/2014

Program/Project Management, Information & Communication Technologies - Various Outsourced Service Engagements, Supported Concurrently, On-Site and Remote

Nevada Department of Transportation (NDOT), Business Consultant, Records Management

-Conducted a detailed assessment of the agency’s existing Records Management Systems (RMS) topology, available resources, operational methodologies, policies and procedures applicable to records, documents, and taxonomy

-Delivered recommendations advising the agency on transitioning from a paper and microfilm based RMS to ANSI/ARMA 9-2004 Records Information Management (RIM) and Enterprise Content Management (ECM) industry best practices using digital systems (Intergraph InPursuit WebRMS and Intergraph InPursuit Field Based Reporting) with complete records/content lifecycle management and multiple party collaboration capabilities

-Proposed automation, data mining, and analytic tools (FICO Behavior Modeling, Blaze Advisor BRMS, and Rules Maintenance Application) to achieve maximum efficiency and benefit from the data archive.

TELUS Communications Co., Sr. Consultant, Digital Analytics Management, Expert Behavior Collection Model Development, Blaze Advisor BRMS Implementation

-Led cross-functional project team in the development of five Expert Behavior and Collection Models using criteria provided by Customer and FICO’s accumulated behavior database

-Managed the processing of Subscriber profile information using predictive analysis and optimization tools to classify, rank, and score Subscriber accounts based on desirable payment behavior

-Managed the analysis and assessment of business rule decisioning requirements for a new turnkey Business Rule Management System (BRMS) solution required in support of Client’s Wireless Collections Program

-Established with the Customer the explicit instructions that determined the appropriate response or action taken in response to a set of specific conditions for decision logic execution and determination of solution for processing

-Launched the design and development of the solution integration architecture for the overall decisioning services using the FICO Blaze Advisor BRMS product

-Worked closely with senior leaders to introduce operational improvements in process, financial planning, analysis, and reporting

RGA Reinsurance Group of America, Inc., Sr. Consultant, Digital Product Management, Blaze Advisor BRMS Implementation

-Partnered with the Client in its Blaze Advisor Implementation through the deployment of FICO technical resources and professional management services required to execute and deliver the BRMS solution

-Managed customer relationship with senior members of the client technology and business teams while monitoring execution and provisioning of executive updates to Client and FICO leadership

Coventry Health Care, Inc., Sr. Consultant, Digital Analytics Management, Workers Compensation, BLAZE Advisor BRMS

Assessment & Implementation

-Conducted an assessment of the Blaze Advisor BRMS components of the Client’s Workers’ Compensation Bill Renews (WCBR) application

-Managed the development of a pilot testbed environment for the Blaze Advisor BRMS version 7.2, and the preparation of a roadmap for the implementation of findings from the assessment

-Coordinated the development of the integration framework for data exchange and storage, business rule definitions, test cases, and acceptance criteria using FICO and HL7 standards

-Developed the BRMS repository and implemented the business rules for the decisioning requirements

-Deployed Rules Maintenance Application (EMA) to support the maintenance of the business rules

-Led software development and implementations required for Client’s BRMS update to version 7.2 using SDLC, Waterfall, and Fair Isaac’s FIREUP methodologies and MS Project for planning, reporting, and control throughout the project lifecycle

Wells Fargo Bank, N.A., Sr. Consultant, TRIAD Technical Implementation and Interactive Project Management Consulting Services

-Contracted to serve as the primary Client contact to fulfill the designated project management services role in planning, managing, and coordinating the FICO delivery team and all aspects of the team's efforts and responsibilities

-Assumed ownership and direct accountability for the troubled Triad Implementation designed for the rescheduling of collections decision area scenario’s allowing for strategic portfolio ID changes during the mid-collections cycle

-Implemented an aggressive go-to-green plan initiating resource adjustments and new acquisitions, competing project reprioritizations, efficiency improvements, delivery schedule compression, and extensive Client negotiations restoring Client’s confidence, while delivering the solution on schedule and elevating Client satisfaction ratings

Assurant Specialty Properties, Santa Ana, CA

4/2013 to 11/2013

Contract Consultant / Senior Project Manager, PMO Office

Contracted to support initiatives bringing Assurant and clientele into compliance with the new federal Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank) and Consumer Financial Protection Bureau (CFPB) mortgage rules and regulations

As a key member of the client engagement team and tasked with modifying the consumer lender disclosure terms and clarification of mortgage documentation to the consumer, worked with a wide variety of financial institutions providing integrated services to capital market participants, including retail and mortgage banking, commercial banks, investment banks, and other organizations

The team focused on AIIM standards, process re-engineering, change management, and automation of solutions that identified, assessed, managed, preserved, and protected the organization's digital assets while measuring and maintaining regulatory compliance

Delivered functional operational process and records management improvements for core banking systems, performance improvements, integration, and training services in several of the following areas: Mortgages - Default Management, Foreclosures, Loss Mitigation, Loan Origination Systems, Servicing, and Fulfillment

Enlisted Waterfall and Agile methodologies while utilizing the HP-PPM and MS Project toolset in the delivery of contracted services

QBE Insurance Group Limited, Irvine, CA

11/2011 to 2/2013

Contract Consultant / Project Manager, Balboa Divestiture Migration Group

Reported to SVP at QBE/Balboa location in Irvine, CA, working with senior managers across organizational lines in GA, TX, AZ, and WI to achieve goals, quantify risks and impacts to business, track and manage project performance matrices while leveraging expertise from previous projects to hit deadline-driven milestones and goals for the creation of a new data center and integration of an entire portfolio of applications

In unison with other divestiture teams, managed the transition and integration of enterprise insurance, financial, and accounting applications, while relocating and building out data centers, infrastructure, network, VOIP, AV, surveillance, and access control systems from the BOA systems to QBE operations. The primary business lines migrating in the divestiture included Lender Placed, Claims, Consumer, Shared Applications, Finance, Accounting, and Actuarial

Launched digital preservation survey acquiring scope and state of digital assets held by BOA

Assessed preservation and continuity needs, produced policies and procedures, and developed strategy for migration

Managed migration and integration of both Balboa and Sterling Insurance POS and commissions platforms (Informatica, Redshift, MicroStrategy, Tableau, etc.) into the new QBE environment

Led data transference projects migrating BOA hosted applications, records, and digital assets to QBE

Safran Group, Irvine, CA

8/2010 to 1/2011

Contract Consultant / Senior Project Manager, MorphoTrak, Forensic Systems

Developed multi-biometric IT program/projects/tasks simultaneously while meeting company commitments, customer business needs, and Federal, State and Local Law Enforcement Biometric Identification System requirements including the Fairfax County Mobile BlueCheck Interface, Alexandria Sheriff’s RMS Interface, US Secret Service Field Kit solution, District of Columbia Department of Corrections Inmate Visitor Vetting system and both the California and Massachusetts DOJ LiveScan Certification projects

Worked with various agency IT groups providing input on records management requirements during design and enhancement of automated systems and mechanisms for securely sharing, searching, linking, and analyzing unclassified criminal information between agencies, while allowing for connection with other information-sharing systems such as the Homeland Security Information Network (HSIN), Regional Information Sharing System (RISS), and Open Source Information System (OSIS)

Confirmed agency compliance with the Global Justice Information Sharing Initiative (Global) and National Institute of Standards and Technology (NIST) statutes, laws, and regulations (FMFIA / OMB Circular A-123)

Managed resource allocation, planning, and scheduling of all project phases, tracked and analyzed project performance, and oversaw project teams ensuring specification adherence and overall project success for numerous content, records management, biometric application, infrastructure, and network integration projects concurrently

Delivered program review presentations to senior management consisting of program/project scope, budgets, status, schedules, and forecasted performance expectations for cross-platform, law enforcement RMS collaborations

Introduced new analytic discovery modeling tools allowing for improved intelligence through data mining and pattern/trend recognition of digital media (images, records, documents, etc.)

Aegon N.V., Chino Hills, CA

7/2008 to 8/2010

Contract Consultant / Senior Associate, Program Management

Introduced a project governance model and portfolio management methodology that has enabled the business segment to grow its business 25% while eliminating 10% annually in charge-backs

Developed and managed trusting relationships with clients across all products and services with a focus on building a book of business, retaining assets, and positioning the company as a trusted advisor

Provided personal financial analysis, counseling, and advisory services for clients in the following areas: cash flow planning, investment planning/asset allocation, income tax planning, risk protection/insurance, retirement planning, and estate planning

Improved on-time transactions by 90% through detailed analysis and re-engineering of both functional and business processes

Delivered automated solution integration and process/applications training within the immediate organization and across business partner participants

Toyota Motor Sales, U.S.A., Inc., Torrance, CA

4/2007 to 7/2008

Contract Consultant / Program, Projects Management

Managed NPPS operations and portfolio of application development and enhancement projects utilizing Rational ClearCase, ClearQuest, and Clarity Open Workbench tools with standard Systems Development Life Cycle (SDLC) and Agile development methodologies in support of primary Vehicle Operations IBM Mainframe and AS400 systems while managing the financials and matrix reporting for budgets, forecasts, and actuals.

Avoided $287M per day Federal compliance penalties through timely cost/schedule management, development, and implementation of mandatory system changes to Toyota national AS400 and HOST environments imposed by new Federal EPA Fuel Economy and Federal Crash Test Rating standards for all 2008 Model Year vehicles

Teamed with Business Users to develop Business Case justifications, ROI evaluations, and overall funding acquisitions for production development of the FY09 NPPS sustainment portfolio

Advised Toyota Associates of industry best practices for conducting application support efforts and teamed with leadership in process re-engineering and the establishment of new standards, processes, and methodologies

Acted as Change Agent accelerating process improvements while maintaining a focus on customer support, process metrics, and data accuracy

Acted as Change Owner, responsible for change management of NPPS Portfolio, Application Enhancements and New Design development along with Sarbanes-Oxley Governance and Control compliance

Captured and analyzed complex financial and statistical data, created graphs, charts, ad hoc reports, and published portfolio dashboard providing visibility to key performance metrics, event information, and business data associated with overall NPPS

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