SUMMARY

Business and technology leader with an extensive progressive track record of identifying opportunities to drive profitable business development, consulting practices, cost-effective IT operations and over thirty years of client-facing information technology project portfolio management (PPM) effecting business architecture, product development, licensing, financing, and infrastructure relocation, migration and cloud transformation.

Business Development P&L

Budget / Financial Management

PMO Management

Portfolio Management to $350M

Product Management

Program Management

Project Management ($500K to $14M)

Divestitures / Carveouts

Global Team Management (Americas, EMEA, APAC Off-Shoring)

Sales & Technical Supervisory Experience

Governance (top-down, proactive, reactive, adaptive, MVG)

Governance Frameworks (COBIT, ITIL, CMMI)

Mergers & Acquisitions (M&A)

Release Management

Team Management up to 1,000 FTEs

Methodologies (Agile, PMBOK, SAFe, Scrum, Six Sigma, Waterfall)

Program/Project Tools (MS Project/Visio, Clarity/Rally, Jira/Confluence, BSC Balanced Score Card, Smart Sheets)

BI Tools (Cognos, Tableau)

Architecture (N-Tier SDLC, TOGAF, Zachman)

COTS (ERP, CRM, OMS, SCM, HCM/HRIS)

Financial Services (Retail/Merchant Bank, Investment Bank/Brokerage)

Hospitality (Reservations, GDS, OTA, Property)

Life & Health Insurance (PAS)

Life Sciences (Health Care, LIMS, Pharma)

Manufacturing (MRP, MES)

Retail (EBS, OMS, POS)

EXPERIENCE

EAGACORP INC, New York NY 12/12/2016 to PRESENT

Managing Director

Spearheaded business cases, analysis, architecture, business development, omni channel marketing/partnerships, RFP / RFQ / MSA / TSA / SOW negotiations, client facing technical project portfolio management, vendor management (e.g. IT staffing, servers, network hardware/services, software assets, licensing, et al), program/project financial management (e.g. funding, accounting, OpEx, CapEx, reporting), while driving business strategy alignment, R&D/CRO IT, OCM process, resourcing and staffing.

Created, developed, shared and managed project plans, financial reports, project and scrum artifacts (charters, RACI, plans, backlogs, BRDs/FRDs, designs, governance, dashboards, risk/issues logs, change requests, approvals, test plans, UAT, training, user stories, backlogs, product increments, etc.) using Excel, MS Project, Visio, Clarity, Broadcom Rally, Jira, Confluence, SharePoint, Dropbox and other PPM tools.

Leveraged the above PPM tools and PMBOK, GRC controls (e.g. RACI, change review, UAT), DevOps, containers, release trains, tech stacks (.NET, LAMP, JAVASCRIPT, JAVA, WordPress/Drupal/Joomla CMS / CMF), Azure cloud, ITIL/ITSM (e.g. HP Openview/Service Manager, ServiceNow, BMC Remedy/Helix) to build and deliver products and services.

Coached geographically dispersed, global cross-functional teams comprised of architects, capability leads, developers, business / data / cybersecurity / compliance / infrastructure analysts, functional stakeholders, production engineers, operational SMEs and vendors through hybrid waterfall milestones and Scrum Agile sprint ceremonies.

Coordinated global validation through testing (BDD//TDD/ATDD, functional, regression, UAT, beta), defects management (issues logs, change requests, CAPAs) collaborating with executive sponsors, stakeholders, SMEs, development teams, production engineers, QA technical support training, user training.

Provided top-down project governance through project-level performance reports, change requests, issues/risks escalations, testing/validation/acceptance.

Provided top-down and adaptive portfolio and program governance by establishing vision, value chain, incremental benefits and enforcing policies & practices, oversight & support, change controls, integration, and collaborative decision-making driving performance reports, change requests, issues/risks escalations, benefits/capability delivery validation.

Led QUEST DIAGNOSTICS (global lab services) LIMS SDLC projects and budgets supporting post M&A integration/standardization and new product development with MS Project / CA Clarity / CA Rally PPM tools, waterfall / Scrum Agile, cross-functional teams, GRC, RACI, HIPAA, Kubernetes DevOps, CDCI, SOA, impacting clinical workflows (diagnostic, SaMD/IoT products e.g. matrix reader, specimen sorting / real-time tracking, microscopy imaging), microservices, APIs, MDM, data warehouse, BI analytics, data governance, GxP/GLC.

Led CORTEVA AGRISCIENCE end user computing carveout program and migration projects separating 1600 office and lab personnel in alignment Dow-DuPont portfolio divestiture.

Led PRUDENTIAL ServiceNow HRSD/ITSM integration project including downstream planning for Workday enterprise solution.

Led TIMBUKONE microsites SDLC (Agile, Jira, CDCI, etc.), reservation system, ecommerce PayPal payment processing, PCI compliance, digital transformation and digital marketing.

Led MEDIA ADDICTION turnaround business case, architecture, end-to-end development of mobile subscriber-based streaming service.

IBM GLOBAL SERVICES, New York NY 11/19/2012 to 12/12/2016

Senior Program and Project Portfolio Manager

Helped negotiate RFPs/RFQs/TSAs/SOWs/software licensing, developed new opportunities, business cases, P&L budgets, collaborating with IBM account teams, client C-suite, global stakeholder groups (e.g. product / process / application owners, bank / brokerage / insurance / health care / consumer retail SMEs),

Directed client facing end-to-end PMBOK (i.e. initiated, planned, developed, executed, monitored & controlled, closed) projects, programs, products, PMOs and portfolios

Coached globally distributed, culturally diverse and cross-functional product development teams (i.e. SMEs, enterprise/domain/data architects, business analysts, DevOps, capability leads, developers, QA functional/regression testers, release managers, infrastructure analysts, cybersecurity analysts, compliance analysts, production engineering) and, infrastructure teams (i.e., desk top/server/network/storage architects, analysts, engineers).

Managed program/project finances, conflicting priorities, dependencies, communications, top down governance, GRC controls (e.g. policies, financial / capital / expense controls, analytics, Clarity dashboards, MS Project plans, CMDB, change management, release management, control boards, RACI, resource plans, BRD/FRD requirements documents, design documents, issues logs, change controls, other documents, vendor management, audit, ERM and CSF frameworks / NIST/ HITRUST), compliance automation, AD policies, network segmentation, steering committees), tools (e.g. Excel, Visio VSX, PowerPoint PPT), shared repositories (e.g. SharePoint, Box), etc.

Led workshops, JARs, JADs, Scrum ceremonies, BDD//TDD/ATDD/UAT, change review as needed and effected client facing process change and SDLC digital product development in retail banking, financial services (e.g. wealth management), investment banking, insurance, health care / pharma / life sciences / biotech and, media / ad agencies, supply chain, consumer retail POS, procurement, ITIL/ITSM (e.g. HP Openview/Service Manager, ServiceNow, BMC Remedy/Helix).

Collaborated with senior leadership of $94B Pharmaceutical Benefits Management, Distribution and Healthcare leader EXPRESS SCRIPTS INC. on MEDCO merger/M&A process and digital transformation programs and projects and, led 40-project SDLC portfolio P&L budgeted at $60M ($1MM to $3MM per project) from charter through warranty with waterfall–scrum/agile coaching transition, CDCI and impacting GxP controls, logistics, cloud insurance / insurer services, legacy SaaS / PaaS consolidation, Java / COBOL, containers / SOA / microservices / APIs / serialization (e.g. Kubernetes/Docker, MULE ESB, REST, SOAP), EHR / EMR data integration (HL7 standard, Allscripts, Epic, Cerner), enterprise architecture frameworks (Zachman, TOGAF, IHE), clinical workflows, R&D/CRO IT (e.g. pharmacovigilance), regulatory compliance (e.g. HIPAA, CMS), Medicare/Medicaid insurance programs & products, eligibility / benefits, retail POS, OLTP, order management system/OMS, procure-to-pay, claims / payment processing, revenue cycle, data analytics, data governance, MDM, data warehouse, client facing UX / web apps (e.g. using SOFEA, CMS), carrier / payer / patient web portals, call center / IVR / CRM / Pegasystems, cybersecurity and more servicing thousands of clients and millions of patients.

Spearheaded PMO for enterprise technology refresh program including roadmap and project portfolio for digital transformation affecting 30+ hospitals, 400+ medical offices, applications, clinical workflows, data warehouses, EHR for KAISER PERMANENTE.

Collaborated with STATE STREET CORPORATION global stakeholders, development teams, COO / C-suite, IBM senior leadership and spearheaded Scrum Agile projects (application, middleware, server, network, storage) supporting front office, global markets, prime brokerage services and global advisors including 1) bank GRC and regulatory app migration projects P&L budgeted at $4M e.g. CCAR, CCST/DFAST, Basel, AML, KYC, Dodd Frank/Volker app migrations and, 2) global migrations (e.g. Tivoli / Oracle / Sybase / MQ / OLTP over Windows / Linux / VMware ESX / Solaris / AIX apps, clusters and dedicated EMC / Hitachi SAN on Cisco networks), P&L/budget $5M annually (exclusive of infrastructure capital equipment costs) and, release policies / workshops / communications.

Led Scrum Agile enterprise migration and transformation projects supporting WPP North America (global advertising media investment) M&A and organizational change, ServiceNow ITSM deployment, and effecting over 6000 users, desktop apps (Windows 10, Apple OS, Office 365/O365, SFB / Skype For Business, OneDrive, other apps), email, active directory, cloud virtualization, Cisco unified communications, digital signage, MSP (e.g. support desk, cybersecurity, managed print), PCI DSS retail POS and more.

EAG AMERICAS CORPORATION, New York NY 05/03/2010 to 11/16/2012

Managing Director

Spearheaded business cases, business development, omni channel marketing, procurement, strategic partnerships, and project portfolio pipeline and execution.

Developed new opportunities and led RFP/RFQ/MSA/TSA/SOW/software licensing negotiations for projects and programs.

Negotiated and directed 30+ strategic alliance partnerships including Microsoft, IBM, SAP, eVault, Computer Associates, off shore (e.g. India and China), client facing relationships with senior executives of small, medium and large enterprises (e.g. Financial Services, Insurance, Pharmaceuticals, Hospitality, Manufacturing, Entertainment, Consumer Products, clients).

Delivered client facing end-to-end PMBOK process and technology transformation programs and projects.

Analyzed client business goals / challenges.

Led global cross-functional culturally diverse teams (USA onshore, India / China off-shore, subject matter experts, architects, business analysts, PMs, software developers, quality assurance) through requirements, design, development and implementation of SDLC, COTS enterprise software, PPM methodologies, OEM products / enterprise solutions (e.g. ERP, lead/quote/order-to-cash CRM, BI data analytics), CRO data integration (e.g. Hoovers, Capital IQ), web portals / frameworks / CMS, Ecommerce websites, sales / distribution / logistics, and other processes.

Effected marketing initiatives, process improvements (BPO) / organizational changes (OCM) / operational readiness, data analytics, supply chain management (SCM) improvement and enterprise solutions.

Assisted Finnish Consulate with SaMD seed investment and US partnering.

PPM EXAMPLES include.

Palm Beach Holding Ltd. (a leading developer / operator of Caribbean hospitality / private island resort / meeting center and villa properties) Scrum Agile transformation comprising go-to-market (e.g. market research, competitive analysis), global distribution strategy, India off-shore, Jira, LAMP stack application integration SDLC (website / CMS / digital media, property management system, cloud Global Distribution System / GDS (SaaS), e-Commerce, call center), cybersecurity defense / remediation and digital marketing (e.g. Google/Alexa/Clickstream web tools, SEO & SEM) transforming global image and marketability by improving their Global Internet Rank and Reputation and strategic focus achieving top 5 listing for targeted searches with leading SEs including Google.

Led Electronic Trading digital transformation (i.e. data center and network infrastructure relocation / consolidation / migration / re-platforming) projects supporting Bank of America – Merrill Lynch merger/M&A impacting front office, back office, trading applications, market access, market data, customer connectivity, driving low latency transactions and an $80M cost reduction.

Led Agile SDLC ecommerce digital transformation and integration projects for BOSS Records to transform an established entertainment company, record label and their digital footprint including website, payment processing and CMS framework leveraging intellectual assets including a music catalog, partner websites (CD Baby) and social media.

Developed strategy, asset management, policies, operations, risk governance and regulatory compliance for Creditcore Group Investments a Master Card based Consumer Credit Startup providing consumer credit recovery program comprising Special Purpose Acquisition Corporations (SPACs) / Special Purpose Entities (SPEs) that acquired and securitized medium-to-high risk consumer debt portfolios (CDOs – credit card & other unsecured loans, and CMOs – residential mortgage obligations), Master Card secured credit card services, payment processing, proprietary client vetting, risk management and debt recovery.

GOTTESMAN COMPANY, New York NY 05/03/2004 to 04/30/2010

Vice President

Led business development, strategic partnerships, omni channel marketing and project portfolio effecting M&A across several verticals.

Managed delivery teams, stakeholders and client sponsor relationships.

Effectively initiated, planned, scheduled, estimated, forecasted, executed, monitored and controlled all activities of projects and program benefits realization including gap analysis, requirements, design, development, road maps, MSAs/TSAs/SOWs/licensing, charters, project plans (scope, schedule, milestones, dependencies, assignments, quality, metrics, deliverables), P&L budgets, resource plans, release plans, change requests, execution and status updates.

Provided thought leadership, functional and technical support to C-level, IT Directors, PMO leads and project managers including business strategy, TSA (Transitional Service Agreements).

Managed communications to senior leadership on key portfolio, program and project activities, progress, risks and issues.

Ran post-mortem reviews to identify lessons for continuous improvement.

Led projects effecting process and digital transformation (e.g. website, Google web tools, SEO / SEM, CMS document management), MDM, data governance, Salesforce CRM lead/quote/order-to-cash integration, BI data analytics and CRO data integration (e.g. OneSource, Capital IQ, Hoovers, D&B, BizQuest).

Advised investment bank / private equity / hedge fund / other corporate executive leadership on transformation projects, programs and portfolios (e.g. data collection, modeling, valuation, RFIs, DDQs) effecting asset management, process engineering / BPO, M&A reorganization, plant / production engineering and business technology (e.g. transition to Quickbooks, MS Dynamics ERP), divestiture / carve outs to external senior executives (C-level, Board Members) and private equity managers of small to medium sized businesses, e.g. advised Smith Filter Corporation on Rutzler Filter Corporation merger/M&A (filter manufacturers) and, advised CADIS Foundation and Morgan Stanley on merger/M&A of construction specialty trade contractors.

IBM GLOBAL SERVICES, New York NY 11/18/1996 to 05/17/2003

Senior Manager & Lead Architect

Collaborated on market research, business strategy, business development (client-focused C-level relationships), and program life cycle for IBM Application Hosting Services (cloud transformation, digital transformation).

Led business development, RFP/RFQ/MSA/TSA/SOW/software licensing negotiations, omni channel marketing, project portfolio pipeline and delivery of IBM Applications Hosting Services (cloud services) with geographically distributed and culturally diverse (US, Canada, Philippines and UK) PMO teams including business strategy collaboration, business analysis, technical architect, M&L procurement, client delivery projects, workshops, business processes / practices / policies, P&L budgets, escalations, strategic partners (IBM PC, Microsoft, HP, CISCO, 3COM), sales & distribution partners (Comark, Bearing Point, PwC, Deloitte), SLAs (service level agreements).

Worked closely with general counsel to negotiate vendor, partner and client strategic contracts and licensing (e.g., Microsoft, Citrix).

Drove business systems architecture, change / CMDB configuration management (maintenance / upgrades / migrations / sunsets), cybersecurity / manager security, compliance, performance tuning, scaling, cost containment, pricing, day-to-day operations (data center and NOC), vendor management, GRC (governance, risk, compliance) management.

Led PMBOK based programs, Agile product development, and project delivery effecting cloud based Citrix / Windows XP / Office desktop migrations, transformations of ERP (MS Dynamics, Sage, SAP, Oracle Apps, PeopleSoft, JDE and more), CRM (Sales Logix), HRIS/HCM (USG Ultipro), BI data analytics, e-Commerce, procure-to-pay / spend optimization solutions, retail POS, related JAVA / .NET / SDLC / SaaS / IaaS / PaaS projects, data center consolidations, migrations, transformations and business continuity / disaster recovery for midmarket through Fortune 500 stakeholders (e.g. global manufacturer International Paper – Union Camp, US retail chain Progressive Sports, a Canadian retailer chain Future Shop and others).

Led IBM Advanced Technical Support (ATS) business development, PMBOK programs and projects growing ATS from a phone support group to a nationally deployed pre / post sale support organization servicing a diverse set of global clients companies in Investment Banking, Mortgage Lending, Insurance and Health Care (e.g. Merrill Lynch, American Express, Harriman Brothers, MetLife, Empire Blue Cross, Prudential) including a $200M global deployment for Merrill Lynch, MDM / data warehouse / data analytics development (e.g. MS SQL Server at Empire Blue Cross, DB2) and other engagements for architecture, and ERP (SAP, Oracle Apps, PeopleSoft, JDE).

COMPAQ COMPUTER CORPORATION, Houston TX 03/06/1995 to 11/15/1996

Enterprise Architect

Led client facing engagements, business analysis, architecture and technical projects for Compaq leveraging PPM methods (e.g. PMBOK, Six Sigma), frameworks (Zachman, TOGAF), Compaq Consulting Services, industry experts and trusted partners to influence stakeholders and financial sponsors, SAP Center of Excellence, TPC / OLTP benchmarks, and delivered solution architecture, enterprise architecture, app / data / infrastructure integration (e.g. ERP, CRM quote/order-to-cash, MDM / data warehouse / data analytics development (e.g. Sybase at Fleet Bank, SQL Server at KeyBank, Oracle at The Hartford), Prudential compute platform migration, email migration (IBM Notes to Microsoft Exchange), performance tuning, supply chain management and other client processes in financial services and manufacturing.

Recognized with awards including 1995 CEO’s Top Customer Satisfaction Award.

EAGA GROUP, New York NY 02/07/1994 to 03/03/1995

Product Consultant

Led program development and implementation for Smart Card products for Consumer Financial Services companies.

AMERICAN TELEPHONE & TELEGRAPH (AT&T), Basking Ridge NJ 12/14/1981 to 02/04/1994

Senior Program and Project Portfolio Manager

Led project portfolio pipeline development, execution, geographically distributed and culturally diverse teams (up to 1000 FTEs), managed C-level relationships, stakeholders, business analysis, architecture, P&L budgeting, data analytics, communications / reporting (dashboards, scorecards, financial statements), artifact development, release management, benefits realization.

Led NCR portfolio program execution to Federal clients budgeted up to $350M (DoD).

Drove BELL LABS QUEST manufacturing program effecting MRP / MES / PCS / SCM integration projects through C-level engagements and BPO / GxP / TQM / ISO / Six Sigma best practices.

Led AT&T Federal program execution to US Dept. of Commerce/FAA, Executive Branch, Dept. of Treasury, DoD, VA, other agencies.

Led AT&T RESELLER business strategy programs including data analytics, CRO, business analysis, MDM, data governance, DevOps / Agile SDLC (C++, JAVA, APIs, EDI / ETL, DB2 / Oracle data warehouse), ITSM, ITOM, procurement, and, improved sales productivity / expense-to-revenue / close rates through sales process improvement, organizational change/OCM, compensation, procure-to-pay, order management/OMS, logistics, retail POS performance, created call center CRM / quote/order-to-cash data analytics and effected 20% improvement on $1B+ net retail sales.

Led AT&T enterprise software, network and systems engagements to NNJ Pharmaceutical and Industrial Chemicals clients (e.g. Johnson & Johnson, Merck, Roche, BOC Airco).

Led AT&T ISV strategic partnerships and product management teams effecting OEM / private label / co-branded apps (compilers, IDEs, SDKs, CASE, middleware, retail POS, more).

Led AT&T omni channel marketing and PMO defining strategy, training, certification for 350 sales teams, data analytics, executive relationships and facilitating annual revenue growth to $2.2B.

EDUCATION

NEW YORK UNIVERSITY Stern School of Business, New York NY, 66 credits towards MBA in Finance.

UNIVERSITY OF PENNSYLVANIA Wharton School, Philadelphia PA, Certificate in Financial Management.

HOFSTRA UNIVERSITY School of Engineering, Hempstead NY, Bachelors of Science in Computer Science and Mathematics.

LICENSES & CERTIFICATIONS

PROGRAM SPONSOR STATUS

CSM Certified Scrum Master Scrum Alliance Certified.

SA Certified SAFe® Agilist Scaled Agile, Inc. Certified.

PMP Project Management Professional Project Management Institute 80% complete.

CSSGB Certified Six Sigma Green Belt American Society for Quality In progress.

CISSP Certified Information Systems Security Professional (ISC) In progress.

Series 7 Registered General Securities Representative FINRA (NASD) Licensed.

Series 79 Registered Investment Banking Representative FINRA (NASD) Licensed.

Series 63 Registered Uniform Securities Agent State Law Exam FINRA (NASD) Licensed.

PSE Personal Systems Engineer IBM Certified.

ASE Compaq Systems Engineer COMPAQ Certified.

CONTINUING EDUCATION

IBM, New York NY, IBM Sterling Order Management System (OMS) Certificates.

SKILLSOFT, Nashua NH, Certificates toward PMP Project Management Professional.

SKILLSOFT, Nashua NH, MCSA Microsoft Certified Solutions Associate – Infrastructure & Cloud Certificates.

SKILLSOFT, Nashua NH, Architecting on Amazon Web Services (AWS) Certificates.

UNIVERSITY OF FAIRFAX, NW Roanoke VA, 15-weeks training for CISSP Certified Information Systems Security Professional.

ORACLE UNIVERSITY, New York NY, OCP-DBA Oracle Data Base Administrator Certificates.

SYBASE EDUCATION, New York NY, CSP-DBA Sybase Data Base Administrator Certificates.

PROFESSIONAL AFFILIATIONS

PROFESSIONAL ORGANIZATIONS • Member, Project Management Institute (PMI) • Member, Association of Computing Machinery (ACM) • Member, Financial Industry Regulatory Authority (FINRA) • Member, American Society for Quality (ASQ)

TEACHING ENGAGEMENTS • Microsoft Infrastructure & Cloud – HackerUSA • Computer Science Lab – Columbia University Graduate Business School • Computer Science, Business Mathematics – Taylor Business Institute subsidiary of ITT • Computer Science – American Institute at Fordham University • Computer Science – New York University.

Contact this candidate