Project Management Program Manager

PATRICK ANDERSEN

Program Manager – Philanthropy and Financial Sector

Norwalk, CT 06851 • 203-***-**** • ***********@*****.*** • www.linkedin.com/in/patrick-andersen/

15+ years of expertise in managing, sales and complex, high-visibility data intensive projects across multiple lines of business.

Experienced managing and coordinating multiple large-scale programs all aspects of technical projects from initiation through delivery, project plans, scope, budgets, resource management, development, communication, risk management, training and delivery.

Extensive experience Interacting with teams - product development, sales, client relationship teams, technology solutions,

Drives vision, strategy, processes, metrics, governance frameworks, and quality standards to implement multimillion-dollar application development, systems integration, process improvement, and infrastructure optimization.

Proven track record of deploying strategically important Consumer Banking & Investment Management programs - account opening, CRM, salesforce lighting, performance, compensation tracking, data warehouse & core systems.

Excels in advising and influencing executive leaders, leading onshore and offshore teams, across lines of businesses (LOB).

Front-line consumer customer facing experience - managing branches and selling/servicing consumer and small business products.

CORE COMPETENCIES

Lean-Agile principles, practices, frameworks, and method Jira Confluence Strategic Planning SAFE XP Kanban Program Management Program Initiation Project Execution Salesforce Lightning Issue Resolution Project Management Office (PMO) Management Technology Strategy IT Process Improvement Software Development Life Cycle (SDLC) Management Requirements Gathering & Analysis Risk Management Budget Management Regulatory Compliance Executive Relationships & Reporting KPI Development & Monitoring Data Analytics Cross-Functional Collaboration Team Management Training & Coaching Banking, Insurance & Investments Sales Management Wires KYC AML ACH Cash Management Credit Lines & Lones Team Leadership Use Acceptance Testing

CAREER HIGHLIGHTS

Philanthropy

International Committee for Missing and Exploited Children - Corporate Partnership Consultant

Norwalk River Rowing – Board Member

New Haven Youth Agency Coalition – Board Member

Leukaemia Lymphoma Society – Light the Night Campaign Regional Captain for Citibank

United Way – Advisory Committee for the allocation of funds to New Haven non-profits

Citibank – outreach coordinator for inner City high schools – obtained $30,000 grant for the creation of a Reading lab

Private Sector

Led the implementation of the Salesforce Lightning CRM and account opening platforms across Citi Retail Banking, in addition to analysing and updating 200 critical business processes across Citi’s US Retail Bank including AML & KYC.

Spearheaded the development and end-to-end implementation of a financial planning tool across Citibank US, delivering 22% growth in product and service cross-sell, a 10% reduction in attrition, and a 3.4% increase in client balances.

Directed a 17-member team and managed P&L of Citibank’s largest branch in Connecticut ($750M+ in AUM), driving new business development and client engagement strategies and programs to rank #2 nationally in revenue generation in October 2008.

Drove the implementation of SunGard CRM and Advice America financial planning platforms for Citi’s Personal Wealth Management organization, supporting 650+ brokers across the US and generating 24K financial plans that drove $49M in revenue.

Executed the mass affluent banking program as well as the Citibank Visa student program (growing new Citibank Visa credit cards by 20% in 3 years) and the Visa card branch sales incentive program (growing in-branch card sales by 70%) for Citibank Belgium.

TECHNICAL SKILLS

Project Management Professional (PMP) Project Management Institute (PMI) Certified Scrum Master (CSM) Scrum Alliance

Salesforce MS Office Suite (Word, Excel, PowerPoint) Visio MS Project SharePoint JIRA HP Quality Centre Oracle Primavera PM PTS

PROFESSIONAL EXPERIENCE

International Committee for Missing and Exploited Children - Alexandra, VA

Corporate Partnership Consultant July 2024 to Sep 2024

Developed strategies for acquiring funding corresponding to target companies that publicly state ESG and CSR goals

Developed an educational program that would help address the route cases of children going missing and being exploited.

Worked on optimizing website content and design to better serve clients and engage funders.

Charter Communications – Stamford CT Jun 2023 to Aug 2023

Project Manager Consultant – Regulatory PMO

Created an onboarding playbook for Data Privacy Business Integration Team

Compiled detailed data privacy strategy workbook including state-by-state legal and compliance

Performed detailed analysis on data privacy complaint response and remediation process

Bank of America, New York, NY

Product Owner Consultant – Investment Banking and Capital Markets Technology Feb 2022 to May 2023

Led the end-to-end development and delivery of technology solutions and platforms, including multi-factor authorization.

Collaborated cross-functionally to analyse market trends and user feedback, refining the product vision and defining comprehensive requirements to inform the creation of user stories and product development strategies aligned with evolving customer needs.

Implemented Agile methodologies, facilitating project planning meetings, sprint reviews retrospectives and release planning.

Citibank North America, Long Island City, NY

Program Manager – Citi Wealth Management Mar 2018 to May 2021

Managed implementation and adoption of the Salesforce.com Lightning across Citi International Personal Banking,

Managed multiple projects including the Salesforce Lighting integration, Financial Planning integration in Citi’s Online banking platform and remote tax certification solution for local and international clients ensuring seamless execution and user adoption.

Developed Project Plans, forecasts and schedules. Worked with stakeholders to record detailed project requirements, constraints and assumptions. Worked on work breakdown, project organization chart, cost/budget and communication, risk, quality and resource plans. Used Agile Scrum including the end-to-end project lifecycle, authored comprehensive user stories, oversaw implementation, rigorous testing. Effort included multi-factor authentication. Designed and implemented broker specific dashboards that helped users better understand the opportunities within their book.

Ampool, Inc., Santa Clara, CA

Vertical Lead - Financial Services Vertical Aug 2017 to Mar 2018

Expanded Ampool active data storage, streaming and analytics tool’ s presence in the financial sector. Executed targeted outbound sales initiatives (including trade shows, direct mail campaigns, on-site presentations, and proactive phone outreach).

Citibank North America

SVP - Business Development & Transformation Program Manager - Long Island City, NY Apr 2016 to May 2017

Truth in Savings (TISA) Subject Matter Expert for items during the 2016 Consumer Financial Protection Bureau (CFPB) audit of Citibank NA, ensuring compliance and accuracy in the assessment process.

Compensation and performance product owner. Facilitated cross-departmental and cross-regional collaboration to drive seamless implementation of a future state compensation and metrics platform the US Retail Bank and Banamex.

Built the business case for the implementation of the Salesforce.com Lightning CRM for Citibank NA branch network.

Data Warehouse lead accountable for a retail banking data (lending, credit cards, deposit, AML, KYC and investment) within Rainbow global technology rationalization. Responsible for ensuring the data is compliant to regulations, client policies, standards & procedures.

Regional Lead overseeing the One Process Global Process Mapping Review, partnering with Citi's Global Process Architects to meticulously analysed and modernize critical end-to-end business processes within Citi's US Retail Bank.

SVP Global Scrum Program Manager - Long Island City, NY Jun 2010 to Apr 2016

Directed all product/program management, solutions delivery, and change management efforts for the Invest Management, Performance Management, Account Opening, Lead Management, and Financial Planning platforms.

Owned all aspects of the project life cycle, including budgets, schedules, timelines and deliverables, stakeholder communications, risk assessment and mitigation, project progress tracking and reporting, and issue/conflict resolution.

VP Branch Manager - Greenwich, CT May 2006 to May 2010

Served in a multi-faceted leadership role, with oversight of banking, brokerage, and insurance sales as well as client engagement, P&L management, and day-to-day operational management for Citibank's largest Connecticut branch.

Guided and supervised branch teams to sell and service a range of consumer and commercial bank products, including cash management, savings, deposits, loans, and credit cards. Responsible for compliance oversight including AML and KYC.

Strategized and executed new business development and operational scaling initiatives, including launching 2 new branches and employing networking techniques and tactics to penetrate and establish a foothold in previously untapped markets.

VP Project Manager - Citi Personal Investment Management- Long Island City, NY May 1998 to May 2006

Managed multiple programs across Citi Personal Wealth Management including implementing Customer Relationship Management (CRM), Financial Planning platforms leverage Smith Barney asset allocation model portfolios

Executed all parts of the project plan and managed the budget/forecast. Coordinated activities and tasks among project team members, other internal departments and client or vendor/subcontractor organizations as needed to meet project goals and ensure project completion is on schedule, within budget constraints and of the appropriate quality standards for the project scope.

Managed support training team that trained and coached 650+ brokers to adopt consultative sales practices through effective utilization of the CRM and Advice America financial planning platforms, covering banking, brokerage, and insurance products.

AVP Project Manager - Marketing & Operations - Chicago, IL Sep 1996 to Apr 1998

Streamlined tax reporting and filings for Citibank's mass affluent clients while reengineering Citigold statements, leading service quality enhancement, and managing referral programs that yielded 2.6K+ new affluent households with a total balance of $411M.

EDUCATION

Master of Science (MS) in Communication Systems Northwestern University-Evanston, IL

Bachelor of Science in Business Administration (BSBA), Major in Marketing Babson College, Wellesley, MA

Certificate Artificial Intelligence Business Strategies and Applications UC Berkley CA (forecasted completion 2/2025)

Contact this candidate