Gretchen Ullrich, PMP

New York, NY * 646-***-**** * adpu4s@r.postjobfree.com * https://www.linkedin.com/in/gretchenullrichpmp Senior PMO Professional providing Strategic Management utilizing influencing/negotiation skills, technical, and financial services industry knowledge, risk management, budget planning, creativity, and strategic thinking within global, cross- functional teams. Managed PMOs, Operations, and Technology solutions for enterprise transformation initiatives, leading to reduced costs and increased ROI.

Program and Project Management (PMO) Finance and Operations Transformation

PMBOK, Agile, Lean 6 Sigma, and SDLC Methodologies Budget Planning and Management

Risk Management Business Continuity Planning

Change Management Vendor Management

Strategic and Operational Technology Planning Front/Middle/Back Office operations and systems

Business Process Improvements Regulatory Reforms (AML/KYC, etc.) Experience:

Ullrich Program Management, LLC 2017 - Present

CEO, Program Director

Execution of programs and projects for clients; working both independently through my LLC and contracts with third party vendors.

Define and establish the Project Management Office (PMO) governance model.

Deliver strategic Program and Project Management coaching to support and enforce process adherence across all of the client’s businesses, improving the organization's performance.

Provide organizational PMO maturity assessment, project management competency enhancement, enterprise change management, and governance management.

U.S. Engineering Technical Services, Inc. 2016

Consultant, PMO Director, Finance PMO

Planned and prioritized projects based on strategic objectives, cost/benefit considerations, timing and capacity. Coordinated project status reviews, tracked timelines and budgets to ensure that objectives were met and issues were managed appropriately.

Analyzed the PMO maturity level, existing PMO team structure, organization, and ways of working to identify areas for improvement. Plan put in place to raise the maturity level of the PMO.

Established the PMO governance model by introducing standardized project methodology and tool use.

Created a development plan to provide the education and experience required for the team of 6 project managers and 2 senior managers as a PMO workbench capacity increase. As a result Project Management Professional certification readiness increased 40%.

Empowered project managers through infectious optimism and innovative, reliable direction. Tower Legal Solutions 2015 - 2016

Consultant, Senior Project Manager, General Counsel

Managed the Legal Entity Program for the Contract and Risk Management Advisory (CRMA) Change Team.

Managed the teams responsible for Margin and other related regulatory projects.

Managed the Major Counterparty Default Test for the CRMA Team.

Organized and tracked internal and external CRMA Audit items. American International Group 2013 - 2015

Program Manager, Reinsurance Operations

Managed the reorganization program of AIG’s intercompany reinsurance structure across the global property and casualty business with the goal of optimizing risk diversification and capital efficiency.

Property & Casualty NA Business Continuity Coordinator for the PC Operations team, scheduling and executing exercises to test readiness to continue business in the event of an incident. Ness USA 2012 - 2013

Consultant, Senior Project Manager, Corporate & Governance Business Aligned Services

Management of Ratings Criteria projects with a focus on developing consistent criteria across the organization.

Management of strategic improvements to data commercialization of Insurance and US Public Finance credits delivered to the S&P Global Credit Portal.

Citibank 2010 - 2012

Vice President, Senior Project Manager, Global Capital Markets

Managed the teams responsible for upgrades and enhancements to Trade Processing systems, focusing on the upgrade to Omgeo Trade Suite 7.1 (DTC ID), working closely with both Citi IT and the vendor (DTC).

Project progress monitoring and reporting. Resource planning and leveling. Risk identification, quantification, and mitigation. Issue identification, tracking, and escalation.

Gretchen Ullrich, PMP

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BNY Mellon 2007 - 2010

Vice President, Senior Program Manager, Alternative Investments Program Management

Responsible for the delivery of enhancements to the BNYM Hedge Fund Administration System ($300BN AUA).

Responsible for delivering proposals (including financial analysis), requirements, and approved projects on time, within budget and to specification, initiating corrective action if a deliverable is in jeopardy.

Introduced quality control practices and standardized documentation. U.S. Trust Company of New York 2004 - 2007

Vice President, Senior Project Manager, Operations

Managed the teams responsible for the delivery of Asset Transfer (ACATS), resulting in $2.5 MM annual revenue to the firm; Common Trust Fund Administration Automation, which eliminated regulatory issues; and Ops automation projects which netted $.5MM annual save to budget.

Managed the implementation of Program Trading, Fixed Income Trading, and Account Monitoring (Compliance) in the Charles River trading system.

MPI Professionals, LLC 2004

Consultant, Senior Manager, Integration and Testing

Business analysis of Municipal Bonds, Taxable Fixed Income, Equities, Options, and International Clearing and Settlement operations to facilitate the integration of back office operations of two merged financial entities.

Compilation of test plans and cases for Quality Assurance Team. Quick & Reilly (FleetBoston Financial) 2000 – 2003 Relationship/Project Manager, Technology Business Solutions

Program manager for the integration of (acquired) Summit Bancorp brokers into the Q&R family. Large scale ($15 million budget) six month program with 40 Team Leads (matrix environment) encompassing everything from data and account conversion (139K accounts) to set up of brokers in branches to the movement of systems and equipment.

Partner with the line of business (Compliance, Legal, CRM (Siebel), Operational and Risk Control, Compensation, Branch Management, Training, Customer Advocate) and senior technology managers, acting as a technology consultant for eight Quick & Reilly business divisions.

Managed the integration of Fleet and Quick & Reilly Fixed Income desks, resulting in year-one sales of $125+ million.

Managed the creation of the Fleet Annuities Operations Center, resulting in $2.6+ billion annual revenue to the firm.

Managed branch real estate projects for 100+ offices nationwide including all activities from physical layout to electrical and technology setup to office signage. Managed the consolidation of branches, which netted $1.5MM annual save to budget. Software:

Project, Word, Excel, PowerPoint, Visio, Access, Outlook, SharePoint, Jira, Confluence, Google Docs, Daptiv, Smartsheet, FinancialForce, Box, Dropbox, Teams, Trello, SnagIt, SQL

Education:

Dual M.B.A., Finance and Investment Banking Baruch College Zicklin School of Business, New York, NY Bachelor of Science, Design and Resource Management University of Connecticut, Storrs, CT Certificates and Continuing Education:

Certified Project Management Professional (PMP) PMP# 1218618, PMI ID # 984571 Project Management Institute (PMI) Certified Project Manager (CPM) Boot Camp Project Management Leadership Group Lean Six Sigma, Yellow Belt Certification BNY Mellon Scrum Fundamentals Certified Scrum Study

Agile and Scrum Master of Project Academy

Learn Jira Complete from Scratch to Expert Udemy Jira Fundamentals / Bank of America

Diploma in Risk Management Alison

Introduction to Databases and SQL Querying Udemy Systems Engineer Development Program Electronic Data Systems Certificate in Computer Programming Baruch College, New York, NY

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