Email: *********@*****.*** Cell:857-***-****
PROFESSIONAL SUMMARY
High-performing leader with a proven track record in IT/Digital Execution and Delivery, Agile methodology and transformation, Business Operations and Project Management. Industry experience in Business Operations, Insurance, Healthcare and Pharmaceutical markets. Proficient in leading and developing teams, risk management, vendor, and program level management. Focus and expertise resides in developing and delivering complex IT Initiatives, SAP, managing resources and project delivery excellence. Digital and Cloud solutions proficiencies
SKILLS & ABILITIES
Portfolio Implementation and Execution multi-market technologies
PMP® CSM® SAFe® Scaled Agile PM/PMO certifications (Agile/Six Sigma)
Agile Trainer and Transformation expert, Jira, Azure DevOps expertise
Salesforce, SAP and Workday expertise
ERP and HCM expertise
Client Liaison, Contracting SOW/ROM and Delivery Planning
PROFESSIONAL SUMMARY
SR. PROJECT MANAGER & EPMO AGILE TRAINER
LIMRA/LOMA LLG
September 2022 – Present
Began as a consultant to lead complex International projects creating products for the Enterprise Project Management Office (EPMO). Agile and Jira trainer for the EPMO. Responsibilities include but are not limited to:
Lead project execution and end to end project management for large International efforts including setting up entities in China for new and updated finical products
Develop end to end process documentation, project risk management and governance for all efforts
Provide administration and training programs for the EPMO, training and onboarding project managers on the Agile process and Jira utilization
Salesforce, ERP and SAP support of project end to end process and lifecycles
Responsible for international and onshore HCM and resource management
SR. TECHINCAL PROJECT MANAGER & PROGRSM LEAD,
ENVESTNET CORP.
March 2022 – September 2022
Working for a high demand product-based financial investment company for Long Term Care, responsibilities include but not limited to:
Client Engagement for high profile client, conducting planning and forecasting for a large portfolio with complex technology to support compliance regulatory and net new functionality. Lead and coach SCRUM platform teams to implement and delivery technical roadmaps
Provide PMO and Enterprise leadership, working with resource management and Steering Committees to ensure long-term and short-term commitments are met for billable and capitol projects. Portfolio ranges from 100K to multi-million-dollar efforts
Administer and approve statements of work, pricing and budgeting as tied to financial goals
Drive Agile transformation as Scrum Coach/Release Train Engineer for PMO and Enterprise platforms
Salesforce, SAP, ERP and Vendor Management for both onshore and offshore resources.
SR PROJECT MANAGER/PORTFOLIO LEAD
LTCG, LONG TERM CARE GROUP
September 2021 – March 2022
Responsible complex long-term care portfolios for large client base. Lead technical projects that created applications for advance financial performance.
Lead cross functional teams to create proprietary long-term care underwriting and claims databases and dashboards
Maintained all governance and oversite of projects, developed trusted Stakeholder relationships and report outs to all levels of the company
Utilize Salesforce for end-to-end platform data repository and tracking, support and responsible to SAP and ERP
SR. PROJECT MANAGER/CLIENT ENGAGEMENT
ENVISION TECHNOLOGY SUPPORT, ENVISION PHARMA GROUP
January 2020 – September 2021
Working within the technology delivery enterprise, provide advanced technical solution software to support medical affairs- led business solutions for our clients. Responsibilities include but not limited to:
Development and implementation of customer-centric software and application solutioning for purpose-built technical initiatives, cloud based and net-net technologies
Drive operational excellence and strategically plans for complex efforts and long-lasting client engagements
Lead cross functional teams for successful deployments and ongoing builds and enhancements for global customer base, vendor and resource management tied to budgets and financial requirements
Provide all levels of communication, risk management, reporting and senior level project management and oversight manage medical evidence generation, grant programs, and communication activities
Utilize Salesforce for end to end platform data repository and tracking, support and responsible to SAP and ERP
SR. PROJECT MANAGER/PORTFOLIO LEAD
EXECUTIVE GROUP LIFE
Mass Mutual - Enfield, CT
January 2019 to December 2021
As the technical portfolio lead in Worksite Technology, duties included but not limited to:
Partner with Business Operations, both pre and post-sale and implementation as well as Underwriting and Compliance to deliver large scale initiatives.
Mange and responsible to production support, enhancement and BAU efforts with budgets over 150K per effort
Drive solutions and strategies by partnering with vendors for technical solutions
Foster and partner with Vendors, building relationships to support the EGL operations, taking part in off site visits and hosting vendors for continuous improvement solutions
Building successful partnerships across the enterprise to meet objectives to support growth and retention
Utilize Salesforce, SAP and Agile application to drive project success
Proven success and track record for delivery, quality and managing the portfolio
Scrum Master/Project Manager for WPO Investments
Work concurrently in the Investment space for the Fund Management are where primary duties are to deliver net new capabilities to our OMIN platform. Duties in the role include but not limited to points noted above as well as:
Leading two Agile teams (Point to Point and Investments GIA) for the delivery of net new capabilities to on board new and existing customers
Drive and deliver result, budget and forecasting and people management and senior leadership collaboration
DIRECTOR SR PROJECT MANAGER
TRAVELERS INSURANCE COMPANY
January 2010 – December 2019
Digital Enterprise Business Delivery
Drive large scale technical, digital application initiatives within the Claim Business Delivery enterprise. Lead technical Agile DBT teams to deliver enhancements and provide net-new technical solutions for Enterprise Claim.
Duties include but were not limited to:
Oversee teams for successful planning and delivery of digital technical solutions for mobile apps and desktop applications
Work with PMO to develop and articulate business strategies and priorities across all level of business streams
Accountability for large, complex digital applications/assets for enhancements and net-new software by priority and business value and delivering via the Safe Agile Framework
Partner with senior leadership (SLT) to prioritized initiatives and for strategic planning, responsible for budget in excess of 8M dollars annually
Drive, lead and develop diverse teams of both technical and business experts for all lines of business on/offshore
Product Owner/Scrum Master - Director, Core Capabilities and Enterprise Shared Services
Drive technical, customer-centric initiatives within the Business Insurance Product & Platform Enterprise. Responsible but not limited to:
Provide business support and accountability for large, complex business net-new initiatives and enhancement portfolios
Lead strategic efforts to build technical solutions and software applications based upon and adhering to priorities, budgets, and prioritized roadmaps
Drive, lead and develop diverse teams of both technical and business experts for all lines of business on/offshore
Provide Safe Agile driven methodologies, support program level strategies and solutions, present findings and plans of action to all lines of leadership
Strategic Planning Project Manager Commercial - Small Business and Workers Compensation
Manage portfolio of large scope projects related to but not limited to:
Underwriting/Pricing Strategies and Enterprise-wide initiatives for BI Select/Commercial Division
Responsible for the R&D, Implementation, budget forecasting, testing and implementation of complex IT and Service projects across multiple business units
Conduct in depth analysis and assessments, creating and executing strategic plans, measure, and report success metrics/KPI's
Provide technical support and Subject Matter expertise, providing code/testing support where needed utilizing JAVA, Sandbox and SQL/HTML
Manage cross functional project teams, tracking all requirements and objectives, creation, and implementation of communications to all levels of business and leadership
RELEVANT EXPERIENCE
REGIONAL DIRECTOR FOR MA, CT, NY AND PA, RELIANCE STANDARD LIFE INSURANCE CO.
2007 to 2009
Responsible to New England regional territory including Claims, Customer Service, Sales and Delivery offices
Lead leaders, responsible for the performance matrix and productivity for each office within my region
Develop and train leaders and implement training programs for administrative and sales staff
Budgeting, forecasting, and reporting to leadership and regional supervisors
EDUCATION
Certificate in Computer, Quincy College 2001
High School Diploma, Hingham High School - Hingham, MA 1988
Certifications in SAFe Scaled Agile, Product Owner/Scrum Master/Project Manager
Various Project Management disciplines (i.e., PMBOK, Six Sigma