Program Manager Project

PROGRAM MANAGER

Dedicated and seasoned professional with experience managing complex, large scale change initiatives for clients in the financial services, telecom, higher education, and energy sectors. Able to define and execute plans at the strategic, tactical, and operational levels. Collaborate effectively with leadership and cross functional teams to resolve issues and mitigate risks to ensure successful outcomes in challenging and ambiguous environments.

CORE COMPETENCIES

Business Transformation Program & Project Management Leadership Governance, Risk & Compliance (GRC) Cloud & Infrastructure Integration Cybersecurity Regulatory & Financial Reporting Data Governance & Quality Process Optimization Strategic Roadmapping M&A Integration

TECHNOLOGY TOOLKIT

Platforms/Applications: Oracle EBS (Financials, CRM, Asset Mgmt), Oracle Cash, Treasury Mgmt, Peoplesoft, SAP ERP, SAP Hana, Workday, Salesforce, nCino, Fidessa Coupa,, FIS, Fiserv DNA, Omni

GRC: CyberArk, RSA Archer Suite, Pega, ServiceNow, SureCloud, TeamMate+

BI/Analytics: SQL, Business Objects, Oracle BI, MicroStrategy, PowerBI, Tableau, Sisense

PMTools: MS Project, Clarity, Keyedin, Wrike, Smartsheet, Monday.com, Asana, Jira, Coupa, ADO, Asana, Confluence

PROFESSIONAL EXPERIENCE

Triparatus Consulting, LLC, (2009 – Present)

Owner, Program/Project Manager for the following Clients:

Program Manager for a large Texas-based credit union, The Dow Employee Credit Union (TDECU). Led the IT post merger integration of 2 acquisitions in collaboration with regulatory oversight entities and senior leadership. Also responsible for managing several high-profile infrastructure and info security projects. (7/2024 – 4/2025).

Program Manager/Analyst with the Department of Treasury on a $10 billion Presidential initiative State Small Business Credit Initiative (SSBCI) with the charter to increase access to capital for traditionally underserved small businesses for states and tribal governments. Duties include working with Operational Managers, SMEs, and General Counsel to help solicit and review grant applications received to ensure compliance with the program. (12/2023 – 7/2024)

Senior Project Manager leading a Salesforce CRM Marketing Cloud implementation, O365 integration and a data migration for a liberal arts university in NYC. (7/2022 – 12/2023)

Program Manager/Chief of Staff for TDECU Technology responsible for standing up and leading a portfolio of agile-driven projects (i.e., O365 implementation, Coupa upgrade, cybersecurity enhancements, threat mgmt) within Infrastructure and Info Security portfolios. (7/2019 – 6/2022)

Program Manager working for the bank on several strategic risk management initiatives including an nCino/Salesforce CRM implementation for the commercial and wholesale lending business of Signature Bank in NYC. Responsible for regulatory reporting related to CCAR, FRB. (4/2018 – 7/2019)

Project Manager/Business Analyst with the EPMO on a large data quality and governance project for Retirement Planning Services at T Rowe Price. Lead a company-wide initiative to improve data quality in support of enhancing governance, compliance, and regulatory reporting across their product base of mutual funds, treasuries, annuities, and insurance products, (2/2017 – 4/2018)

Compliance Program Manager for bank-wide operational and strategic risk transformation initiatives for Societe Generale Bank to remediate list of MRA and MRIAs cited against the bank by several oversight bodies. Led a team tasked with addressing audit deficiencies which involved closing data security vulnerabilities, implementation of a privileged access management solution (CyberArk), DLP server upgrade, penetration testing activities, implementation of a third-party risk process/solution, and the update of security policies and procedures. (6/2015– 12/2016)

Program Manager tasked with defining a strategic plan for the establishment of a Data Quality, Governance, & Analytics Program featuring Salesforce CRM Sales, Service & Marketing Cloud at Phillips 66. Led a team on the design & delivery of improved data quality for a customer data warehouse (SAP Hana) to produce greater accuracy for organizational reporting and analytics. (11/2014 – 6/2015)

Director of Operations/Project Manager for the Admissions and Financial Aid Office of Kellogg School of Management at Northwestern University. Follow on work awarded after successfully delivering project for Kellogg Info Systems. Led university stakeholders in a high-profile initiative to improve the student experience. (6/2011– 8/2014)

Program Manager on a series of projects including an assessment of wholesale lending processes and controls, upgrade of SAP Financials and implementation of a payments system for the Wholesale credit division of Harley Davidson Financial Services. (8/2009 – 6/2011)

Business Process Analyst for State Farm tasked with updating and integrating the auto, home, life insurance and reinsurance product workflows into a BPM solution., Analyzed and improved data and processes focusing on efficiency, compliance, and customer experience. Collaborated with stakeholders to implement the process changes (6/2007 – 8/2009).

Bank of New York, Corporate Trust – CDO Technology (2007)

Vice President, Strategic Initiatives Group

Program Manager tasked with defining, planning, and leading risk and compliance initiatives such as remediation of MRAs, contribute to the creation of financial & international regulatory reports such as FR Y14. Led senior management on the vendor selection for the Bank’s CDO/MBS platform replacement.

Zorro Consulting (2005 – 2007)

Program/Project Manager for the following Clients:

Business Architect for Single Family Credit Risk at Fannie Mae. Worked with business units to document workflows for a new loan originations implementation. (2006 – 2007)

Project Manager at Merrill Lynch Investment Management responsible for integrating and rolling out a fixed income order business process management workflow system across nine trading desks. (2005 - 2006)

Project Lead/Trade Lifecycle SME at the Chicago Board of Trade (CBOT) on a custom middle and back-office trading solution (pre trade, execution, clearing, settlement, and reporting). Cleaned data stores as well as documented complex trade workflows for an in-house matching application to hedge a competitive threat. (2005)

FINRA (Formerly NASD), Rockville, MD (2003 – 2004)

Compliance Manager

Responsible for monitoring, escalating, and reporting on member companies’ compliance with regulatory rules, filings, and registrations.

World Bank IFC, Washington, DC (2002 – 2003)

Consultant

Program Manager for the World Bank on an initiative sponsored by the Corporate Controls and Budgeting Board to perform an operational assessment of all donor-funded operations (DFOs) and consultancies located around the world. Project delivery included documenting the business case to standardize activities across 7 key areas for all DFOs at the IFC and migrating those activities to the World Bank SAP Financials platform.

TIAA, Dallas, TX (2001 – 2002)

Change Management Consultant

Internal consultant tasked with developing a strategic plan with Executive Management to improve product revenue (funds, annuities, insurance products) and asset retention for a 5-state region. Established partnership with Executive and Regional Management to manage and implement a new funds platform (Omni) for the company for annuity and insurance products as well as lead other process and technology efficiencies.

KPMG Consulting, McLean, VA, (Dec 1999 – Jul 2001)

Senior Consultant, Financial Services Practice, Process and Operational Improvement

BPR Analyst tasked with designing the workflow processes for Fiserv core bank and commercial insurance product lines for the development of a web-based bank for Metlife Insurance.

Senior Business Architect working on the research, analysis, and design of an alternative mortgage scorecard for the government agency, Housing and Urban Development (HUD), to improve portfolio transparency and financial reporting of lending processes for the GSEs (Freddie/Fannie).

EARLY CAREER HIGHLIGHTS

American Management Systems - Principal, Financial Services Practice – Credit line Solutions

Senior Project Manager tasked with developing credit card risk policy, strategies, and processes for a custom commercial credit originations system for credit/mortgage loan products in multi-states at JP Morgan Chase.

Senior Project Manager to improve retail banking at PNC Bank. Led client/team requirements sessions to design and implement credit policy strategies for credit card and loan products at the bank.

BPM Analyst for American Farmers and Ranchers Insurance initiative to automate workflow processes for all company product lines.

Senior Analyst leading the design and analysis team on a CRM effort to improve retail banking operations for US Bank. The effort aimed at consolidating customer contact points and improving retail banking operations across all bank product lines.

Merrill Lynch Invest Banking, Energy Practice – Analyst, Merrill Lynch Brokerage Services – Analyst

EDUCATION & CERTIFICATIONS

B.B.A., MIS and Accounting - Texas A&M University

M.S., Technology Management - University of MD GC

M.S., Cybersecurity Technology – University of MD GC (2026)

Hold Public Trust Clearance, Fluent in Spanish

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