Detail oriented, motivated and technically proficient project manager with over 15 years of experience. Proven manager with strong financial services knowledge, team-building skills and demonstrated ability to work within budget and time constraints. Strives to enhance the performance and impact of the project team. Industry experience includes; financial services, (capital markets, front/middle office, banking, investment banking, fixed income), credit card processing and consumer products.

Selected Project Management Highlights

• Managed Call Center infrastructure and network upgrades.
• Managed the Phase 1 migration to MS-Outlook from Lotus Notes for the DTCC.
• Managed the Circuit Consolidation initiative at BofA that realized an annual savings of over $1MM.
• Managed the software consolidation project of BofA and ML trading and reporting applications.
• Directed the expansion of Electronic Funds Transfer storage needs for BofA’s purchase of LaSalle Bank.

Confidential New York, NY
Infrastructure Project Manager Jan. ‘12 - Present

• Project Manager for the Infrastructure Group. Projects include; server and storage installations, environment upgrades and data center migrations. Program manager for co-location infrastructure projects and activities. Managed Call Center network projects, vendor relationship and pipeline activities.
• Responsibilities include; managing technical resources, hosting meetings, assisting with budget, creating and managing project plans. Coordinating with business on scheduling project and change management activities.

Confidential 
Depository Trust & Clearing Corp. New York, NY
Infrastructure Project Manager Nov. ‘10 – Dec. ‘11

• Project Manager for the Distributed Infrastructure Group. Projects include; migrating to MS-Outlook from Lotus Notes, upgrading organization to SharePoint 2010, integrating an acquired company into DTCC’s network/environment. Others include; managing DR exercises, upgrading SWIFT and the security recertification, server and storage upgrades and network (low latency-level 1 switch) enhancements.
• Responsibilities include; project planning (baselines, estimating), coordinating resources, managing budget, working with vendors, moderating project meetings, authoring project minutes, tracking milestones/issues/risks. Managed the complete project lifecycle.
• Additional duties include creating executive dashboards and presenting to senior management.

Confidential Jersey City, NJ
Infrastructure Support Specialist – Project Manager June ‘09 – Oct. ‘10

• Support the Transaction Hub (THub) infrastructure for the Middle-Office. Project responsibilities include; managing storage requirements, server remediations, contingency testing, server builds, moves and decommissions, data center consolidations and budget forecasting.
• Team member of THub / ARCTIC consolidation project. Enterprise-wide effort consolidating two middle/back office systems. Responsible for coordinating server inventories and reallocations, inbound and outbound feed discovery and managing business side infrastructure efforts.
• Responsible for assisting legacy Merrill Lynch resources navigate the BofA processes. Functioned as the main point of contact for issue/process resolution.

Confidential New York, NY
Vice President / Project Manager May ‘07 – March ‘09

• Technical Project Manager for the Capital Markets group. Managed numerous, simultaneous projects through their complete project lifecycle. Projects included: application upgrades, virtualization, consolidation & expansion of infrastructure servers, storage & network for electronic trading & electronic funds transfer. Responsibilities included; the management & coordination of business & technical resources, third party vendors & outsourcers, creation & maintenance of project plans, milestones & issues, & project budgets.
• Member of hand-selected team that was responsible for technology wide expense consolidation. Managed the analysis of circuit and lab consolidation efforts. Reported results to Steering Committee.
• Promoted the expansion of the team’s use of MS-SharePoint, Wiki applications and Agile methodologies.

Confidential New York, NY
Project Manager / Business Analyst Sept. ‘06 – April ‘07

• Produced Party/Client Management requirements documents and project plans for a financial institution’s legal entity/Basel II program implementation. Included; business requirements, swimlanes, process flows, and Use Cases. Project plan included phases of the PMP framework.
• PMO team member for a large financial firm’s wealth management group. Created and managed project plans, interfaced with the business group and technology teams. Identified and guided resolution to issues and conflicts that were identified through the various plans. Interacted with senior management to report findings.

Confidential, New York, NY
Senior Business Analyst April ‘06 – July ’06

• Commenced the creation of project management standards, metrics and tools for the dissemination to all projects within the firm. Introduced structured Agile methodology to various application development teams.
• Created various front-office systems proposals for presentation to financial services firms. Participated in meetings with clients and presented to upper management.

Confidential New York, NY 
Vice President 2000 – April 2006
Project Manager – Chase CAS Group & Chase Card Services

• Managed numerous Network projects through their complete lifecycle. Projects include; security server, HR web upgrades, network infrastructure for credit card authorizations, corporate purchasing system upgrade and server consolidations. Coordinated between business, technology and vendors. Created-maintained project plans, budget, reporting, vendor, resource & issue management.
• Managed the analysis, procurement, installation, and testing of Card Services network upgrade. Procured resources, coordinated network analysis, initiated-tracked circuit and equipment purchases, created and maintained plan and issues list, chaired status meetings and followed up on open items.

Program Management Office

• Analyzed, budgeted, forecasted labor and reported of projects by creating projections, project and management summaries. Chaired weekly meeting on project/budget/labor status and projected labor/budget needs.
• Provided accurate and timely merger information to internals clients. Reviewed established processes and recommended changes to ensure integrity of data. Coordinated with business and technical groups managing end-to-end processes, create reports, schedules, chaired meetings, and led a transition team.

Confidential NYC, NY
Senior Consultant / Project Manager 1999 - 2000
eCommerce

• For a ‘Dot com’, identified business functions, created business process documents, selected and oversaw creative design firm and managed in-house developers and client. Created and maintained project budget and schedule.
• For a retail supplier, lead the technical assessment of Internet vendors for B2B alliances. Created and presented reports to senior management, managed and coordinated creation of design standards between technology, marketing and other business units.
• Developed an organization’s first web-enabled, membership dues site. Managed the creation of a web site where dues and other financial actions are securely transacted. Responsibilities; verified functional requirements, created project plans, coordinated with 3rd party vendors and consulting firms, executed test plans, managed client relationships, status reporting and the project budget.

Confidential New York, NY Manager 1993 - 1999Project Manager – Financial Services

• eCommerce Startup. Evaluated and recommended components for an organization’s web site. Built project plans, managed resource allocation, and responsible for budget.
• Credit Card Merchant Processor. Created data warehouse application from multiple corporate systems for senior management reporting. Responsibilities included; managing business analysts and development team in geographically dispersed locations, reporting status to senior management, presenting to steering committee and managing overall project budget, resources and timelines.

Project Manager – management system for a large credit card transactional organization
Assistant Program Manager – large scale self-regulated financial exchanges
Business Analyst – Y2K for sales and trading departments of a Municipal Bond organization
Project Leader – IPO application for a large global investment bank
Database Developer – global bank and utility organization

EDUCATION
M.B.A. - Finance 
B.A. - Psychology

SKILLS: Methodologies: PMI-PMP, Agile, ITIL, CSC’s Catalyst Project Management, E&Y’s RAD Environment, Navigator Project Management, SDLC 
Productivity Applications: MS-Office Suite, MS-Project, Visio, SharePoint, Lotus Notes, Clarity, PPM
Web Technologies: Wiki, HTML, JAVA, XML
Languages & Databases: SQL, Oracle, Sybase
OS/Middleware/Other: VMWare, Unix, Citrix

PROFESSIONAL DEVELOPMENTCSC/UC at Irvine: Certificate of Project Management, with focus on PMI/PMP framework
Oracle: Entity-Relationship Modeling, Database Administration, Database Tuning,
E&Y/NYU SCE: Advanced Topics and Trends in the Financial Services Industry
NYU SCE: Introduction to E-commerce
E&Y: Accelerated Systems Development, Project Management with Navigator Principles and Case Studies in E-Commerce
CSC: Catalyst Project Management, Network Architecture, E-Commerce Technical Architecture, The Business of Wall Street, Intro to Six Sigma