Senior Delivery Project Manager

Patsy W. Brown, PMP

**** ******** **** **** **************@*****.***

Birmingham, AL 35243 617-***-****

Strong Project Leadership • Project Improvement • Business Oriented Results

Highly accomplished Certified Project Management (PMP) Professional Project Manager with 20+ years of Project Management experience, in diverse industries such as Banking and Insurance (Life & Annuity). A record of successes managing multiple, complex, highly visible Enterprise-wide projects; including Information Security, Data Encryption, Data Obfuscation and Gateway security for both production and non-production environments.

Plan, coordinate and execute major projects, including the development of new Information Security/Fraud products, the identification and installation of innovative technology to optimize technology advances and decommissioning systems as appropriate. Develop project plans and identify the milestones, risks, issues, tasks, subtasks, and deliverables; set priorities and deadlines for completion of work and assign and distribute tasks among team members based on priorities and deadlines.

• PMBOK Methodologies

• Managing Cross-Site/Functional Teams

• Compliance

• PMO Process & Tool Development

• Mergers & Acquisitions

• Budget & Planning

• Virtual Project Management

• Business Analyst/Test Lead

• Process Improvement

• Strong Annuity & Life Insurance experience

• Compensation & Commissions management

. Risk & Issue Identification

. Certified Agile SAFe for Teams

Strong Banking Industry Knowledge

Record of successful project management and implementation.

PROFESSIONAL EXPERIENCE

DXC Technology (through Ledgestone Consultants) – Contractor

Feb 2022 – Dec 2022

Test Team Lead

Primary Point of Contact with respect to planning, execution, sign off on decisions being made for the workstream

Primary document approver/author

Primary architect of training/testing for the work stream

Prepare Pilot test cases

Pre-review and approval Test Scripts

Review/Approve Pilot Test Cases

FISGlobal – Birmingham, AL – June 2021 – Oct 2021

Senior Delivery Manager

Responsible for the initiation/Execution/Monitoring/Controlling and Closing of specific IT projects.

Implementation of banking software for a major bank

Managed Project Plans with MS Project and ACBS Central (Home Grown system)

Invoiced clients using Planview

Managed developers assigned to specific projects

Regions Bank - Birmingham, AL - June 2019 – June 2021

Assistant Vice President/Project Manager II

Responsible for the Initiation/Execution/Monitoring/Controlling & Closing of specific projects ensuring consistency with the Bank’s strategy, commitments, and goals. Many of my projects at Regions Bank were Information Security/Fraud projects.

Data Masking - Masking PPI customer information in a non-production environment to include sixty-six applications within Mainframe (DB2 & Cobol) and Distributed databases to comply with Federal GLBA regulations.

Netskope Secure Gateway - Secure tunnel to monitor outgoing website request/URL addresses.

Transparent Data Encryption - Create databases with Transparent Data Encryption that will be more secure and more in line with security standards to securely encrypt data during transmission (in-flight) and at rest for Mainframe (DB2 and Cobol) and Distributed databases to comply with Federal regulation.

SentinelOne EndPoint Security Platform - Bring the company SentinelOne’s endpoint security product into the bank’s environment for Windows, MacOS, Linux on all laptops, desktops, branch workstations, all servers and ATM’s.

CD/DVD Replacement - Replaced all storage of checks written on Commercial accounts into a secure system within the Banks website.

Cadence Bank - Birmingham, AL - Jan 2014 – March 2019

Assistant Vice-President/Project Manager II

Responsible for the Initiation/Execution/Monitoring/Controlling & Closing of specific projects ensuring consistency with the Bank’s strategy, commitments, and goals.

Managed the conversion of thousands of records for the merger between Cadence and State Bank & Trust.

Initiated the successful outsourcing of all 401k policies to Fidelity Information Services.

CRM Software Installation:

ACBS - Commercial Loan Origination & Servicing Platform

ELC - Mortgage Origination System of Servicing Director

LFC - Mortgage Origination System

Converted 3500 Retail & Home Equity Loans from RoundPoint Mortgage Servicing to Fidelity Information Services Bankway system.

Managed the sale of 6 bank branches and converted 10,000+ accounts.

Implemented COSO 2013 Internal Control Framework (SOX Compliance)

Implemented new Federal Law/2018 HMDA regulations adding 110 additional data fields across 8 Loan Origination and Loan Servicing systems (CFPB regulations)

Created the Enterprise Record & Content Management Strategy (ECRM) and Roadmap design

Eliassen Group Consultants – Health Industry, Wakefield, MA - April 2013 - June 2013

Covidien - Mansfield, MS Project Manager (Short Term Contract Position)

• Ran a $45M project for the FDA (Federal Drug Administration) mandate that required medical devices distributed in the United States to carry a unique device identifier or UDI.

ICON Information Consultants/John Hancock Life Insurance - Annuities, Boston, MA - June 2012 - Dec 2012

Project Manager – Risk Management/Regulatory Compliance (short term consultant)

• Created New York Regulation 200 - Abandon Property requirements for the State of New York including:

Database to house Life, LTC, Annuities and Retirement Plan contracts and review and update all New York Administration with required data.

Update all New York processes and procedures.

Training of multi-site, cross-divisional teams

JOHN HANCOCK LIFE INSURANCE – Life Insurance, Boston, MA - 2007 – 2011

Program Director/Sr. Project Manager

Director/Managed 4 Project Managers

Risk Management (Compliance/Legal)– Managed the portfolio of projects designed to identify, assess, and prioritize risk

Managed project to create Efficiencies and Service Opportunities including the Portfolio of projects aligned with the business unit strategies.

Distribution Support – Portfolio of projects designed for Agencies & Producers.

Corporate Projects: Partnered with Legal, Compliance & Business Units.

Subsidiary Consolidation - Multi-Year project merging John Hancock Life Insurance Company and

John Hancock Variable Life Insurance Company into John Hancock Life Insurance Company (U.S.A)

4.5 million policies between New York and Non-New York customers.

$40B total budget

$17M Life division budget

Anti-Money Laundering – Developed system enhancements and modifications to comply with Federal regulations to prevent and report money laundering activities.

Data Masking – Developed the process of obscuring data to ensures that sensitive data is replaced with realistic but not real data.

Life Operations Projects:

Reconciliation and reporting of IRS Form 1099 Federal and State withholding.

Third Party Administrator Self Service process to reduce calls to the Call Center.

Transferred 10+ processes offshore to reduce North American head count.

AVIVA LIFE INSURANCE COMPANY – 403b Annuities, Quincy, MA - 2005 – 2007

Sr. Director, Operations

Managed a 40+ member cross-site, multi-functional team, including New Business and In-force Administration.

Managed transition of Aviva’s New Business, In-force Administration (Life 70 & Vantage) and Customer Service from Boston to Des Moines, Iowa and the New York Company to Westbury, New York.

Managed and participated in training 100+ Aviva employees based in Des Moines and New York for New Business and In-force systems, processing, and product specific information.

Responsible for all New Product delivery and administration of Qualified Plan Administration to include IRA, 401K, 403b (TSA), 457 Plans, Profit Sharing Plans, Deferred Compensation Plans, etc.

Reduced New Business Issue and Contract mailing time by 60% through process streamlining and cross training to meet corporate standards.

Forecasted, prepared, monitored, and balanced 2.5 million annual budgets for Annuity Operations area.

PROTECTIVE LIFE INSURANCE COMPANY, Birmingham, AL - 1985 – 2004 Director II Operations Life Insurance:

Director/Managed 50+ associates

Life Insurance (Term, Whole Life, Universal Life, Variable Universal Life)

Annuity (Variable, Fixed, Modified Guaranteed, Immediate)

Mergers & Acquisitions

Compensation

Commission

Call Center

Death/Disability Claims

Core Competencies

Operating Systems: Windows 2019, 2016, 2010, XP, 98, NT, 2007, macOS, Client Server Database

Insurance Administrative Systems: Mainframe - Life Comm, Life70, LifePRO, Vantage One 15.0, DSS 4.0, AWD

3.0 The Leverage System 2.0 (TLS), Leverage Payout System (LPS), Banking Administrative Systems: Bankway, ACBS, wmA, ELC, Servicing Director

Application Software: PlanView, SharePoint, Brightwork, ServiceNow, Microsoft Suite, JIRA, TFS, Visio, Kronos, Lotus Notes, Workday and Microsoft Teams.

Vendor Management

FIS Global Inc. – Commercial & Retail Mortgage Servicing Software

Accenture Mortgage Cadence (AMC) – Mortgage Servicing Software

Finastra (formally D+H) Information Technology & Services – Mortgage Servicing Software

Jack Henry & Associates – Banking Software

Round Point Mortgage Servicing Corp. – Third Party Mortgage Servicing

Fiserv – Financial Technology Services

Bit Builders – NextGen Online Banking

Protiviti – Financial Governance, Risk & Internal Audit

Gimmal – Information, Records & Enterprise Content Management

Palo Alto - Computer Software focusing on Business Planning, Marketing Planning, Customer Service Email Management, Financial Management.

Netskope – Provides security that offers cloud-native solutions for data protection and defense.

against threats in cloud applications, cloud infrastructure and the web.

Planview – A Portfolio and Work Management platform Planview has a single focus on helping.

enterprises transform strategy to delivery.

IBM Optim – Infosphere Data protecting privacy and support compliance using extensive capabilities to de-identify sensitive information across applications, databases, and operating systems.

Affiliations, Licenses and Designations

PMP, Project Management Professional

PMI Member (Central Alabama Chapter)

Previously held FINRA Series 6,26 and 63

Certified SAFe Practitioner (SAFe for Teams) – Agile Methodology

LOMA (Life Office Management Association) Life Insurance (FLMI) courses 1 - 8

LOMA (Life Office Management Association) Certifications:

Associate, Life and Health Claims

Associate, Customer Service

Associate, Insurance Agency Administration

Associate, Annuity Products and Administration

Education

• Herzing Technical Institute, Computer Science

BSA/AML Compliance Qualifications:

20+ years of Operations and Compliance experience with:

Protective Life Insurance

Aviva Life & Annuity Insurance

John Hancock Life Insurance

Covidien – Medical Equipment Manufacturer

Cadence Bank

Region’s Bank

FIS

DXC

Product type experience:

Life Insurance

Variable Life Insrance

Fixed Annuity

Immediate Annuity

Variable Annuity

Market Value Adjusted Annuity

Indexed Annuity

Checking

Savings

Certificate of Deposit

Loans

Federally regulated investment vehicles:

401(k)

403(b)

501(c)

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