Senior Technical Project Manager - 20+ Years in Financial Services

Professional Summary

Highly accomplished Senior Technical Project Manager with 20+ years of experience delivering complex, high-impact initiatives across Investment Banking, Private Banking, Consumer Banking, and Corporate sectors. Organized and results-driven, with expertise in program management, process automation, data-driven solutions, and cross-functional delivery. Proven ability to lead global teams, manage large-scale programs, align operational goals, and bridge business and technology priorities to achieve strategic outcomes. Known for driving high-performance teams, accelerating project delivery timelines, and consistently delivering measurable business value in fast-paced environments.

Agile & Waterfall Methodologies

Automation

Project Management

Core Competencies

Self-Motivated

Strategic Planning

Organization

JIRA & Scrum

Process Improvement

Leadership

Decision Making

Analytic

Technical Skills

Project Management & Methodologies: Jira, Microsoft Office Suite, Agile, Waterfall, Scrum, Behavior-Driven Development

Database: Sybase, Oracle, Access, DBArtisan, Toad

Programming Languages: Java, J2EE (EJB, Java Servlets, JSPs), XML/XSL, Visual Basic 5, C/C++

Data & Analytics: Informatica, Business Objects, Tableau, Excel, Access, SQL

Testing & Automation Tools: Cucumber, IntelliJ IDEA

Business Knowledge: Fixed Income, Credit Derivatives, Commodities, Credit and Market Risk, BASEL II, Compliance

Professional Experience

JPMorgan Chase, New York, NY March, 2020 to Present

Senior Vice President, Technical Project Manager (Payments) May 2021 to Present

Lead strategic partner integrations and modernization of global Payments Systems, delivering seamless coordination across regions and ensuring regulatory compliance.

Manage a high-performing Agile team to implement AI-powered testing using Cucumber and BDD; increase test coverage by 60% and reduce testing cycle times significantly.

Oversee sprint execution and retrospectives; provide senior leadership with real-time visibility through JIRA dashboards and risk reporting.

Develop and maintain Java-based automation scripts while mentoring team members and driving continuous innovation in AI-assisted test frameworks.

Design and deliver a global Payments onboarding program, cutting ramp-up time by 50% and improving delivery consistency across regions.

Vice President, Project Manager (CIB Banking) January 2017 – May 2020

Managed end-to-end delivery of executive reporting for Wholesale Payments Technology, consolidating 15+ data sources across resourcing, finance, and system health into a single, strategic dashboard.

Led the design and implementation of Tableau self-service reporting tools for Finance and Business Managers (FBMs), reducing access delays and enabling real-time decision-making.

Automated manual reporting workflows using Access and Excel, cutting preparation time by 50%.Collaborated with cross-functional stakeholders to define KPIs, enhance reporting accuracy, and support strategic planning through scalable analytics solutions.

Drove Agile reporting deliverables by prioritizing backlog items, coordinating sprint execution, and ensuring alignment with evolving business needs.

Vice President, Project Manager (Corporate Compliance) October 2015 – April 2017

Prepared and analyzed data for the firmwide Issue Management process, with findings presented to the Global Compliance Committee to support audit readiness and regulatory alignment.

Interfaced with stakeholders across multiple lines of business and Compliance functions to ensure timely closure of issues related to regulatory findings, internal audits, and self-identified risks.

Established standardized team procedures to automate recurring compliance reporting, reducing manual errors and improving data accuracy across shared platforms.

Designed and implemented integrated data workflows to streamline issue tracking and enhance visibility across compliance and audit workstreams.

Flagged and escalated risks to senior management; facilitated working sessions with key stakeholders to assess open issues and define actionable resolution plans.

Earlier Career May 2000 – September 2015

Technical PM – Business Analytics - Collateral Management • 2011 to 2013 • Delivered business solutions for Consolidated Statements, enabling faster approvals. Collaberated with senior middle office users to define requirements for WSS collateral movements allowing Margin Call creation. Used JIRA, DB Artisan and SQL.

Technical PM – Private Bank Credit Technology • 2010 to 2011 • Led Agile project delivery for Private Banking, leading data acquisition and successful rollout of the Strategic Credit Workstation for Fixed Income and Equity Lending. Directed cross-team system and user acceptance testing, and built SQL scripts for data validation and reconciliation.

Business Analyst / Project Manager - Credit Risk Management • 2005 to 2010 • Implementated multiple position and transaction data supplies for Credit and Finance teams, coordinating across Lines of Business and downstream consumers. Ensured data alignment, facilitated strategic reconciliations, and maintained regulatory compliance. Built solutions using Informatica and Oracle.

Business Analyst – Tech Lead Fix Income (SETE) • 2003 to 2005 • Resolved integration issues through analysis and design, performed reconciliations to ensure business approval, and developed business rules using Informatica and SQL. Built expertise in DTC, FED/UST, and MBSCC Fixed Income products.

Application Developer – Credit Derivatives Bond & Loan Origination • 2000 to 2003 • Developed code in enterprise Java to integrate bond basis from high-risk, external bond capture system. Built standard API (XML/HTTP) to allow pricers to retrieve bond basis and credit spread. Improved system reliability by over 200%.

Education / Certificates

B.S., Computer Management Information Systems Touro College New York GPA 3.8

AWS Cloud Certification

Awards

Employee Recognition Award Recognition Awards Star Award Spot Award

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