SUMMARY:

• IT Advisor with 20+ years of facilitating business success through leadership by applying data principals to data integration, application development, product development, and business technology functions. Special expertise in agile team leadership, Eagle Investment Systems integration, Salesforce.com integration
• Desk.com integration, data warehouse development, BI design, master data management and process improvement. Excellent relationship building, problem - solving, analytical, and communication skills.

PROFESSIONAL EXPERIENCE:

Confidential

Data Analyst / Information Architect

Responsibilities:

• Eliciting and articulating the information needs to provide detailed data requirements in support of the Marketing Technology ART.
• Facilitating the correct usage of information to ensure regulatory, contractual, and procedural compliance for the Marketing Technology ART.
• Mentoring team members in agile principals, feature, and story writing.

Confidential

IT Advisor

Responsibilities:

• Leading team of up to 15, providing production support and project management, maintaining the securities data warehouse and data marts.
• Architecting enterprise solutions for securities performance, reporting, integration, and data warehousing specific to the Eagle Investment Systems data warehouse and monthly reporting data mart.
• Supporting team growth of agile methodologies by becoming SAFe 4 Scrum Master.
• Coordinating release management, ensuring all procedures and policies are followed.
• Providing mentoring and guidance to team on best practices, choosing the right technology for the task at hand.

Specialist Data Analyst

Responsibilities:

• Architected data warehouse in support of the Client data management program.
• Architected operational data models and reporting data mart in support of the Corporate Applications Institutional Billing project and Dollars for Donors project.
• Supported IT teams, halping create data models to support the business requirements.

Advisor Programmer / Analyst

Responsibilities:

• Led client data master (MDM) and client data hub tracks for a larger program which included standing up a data governance program for the client domain.
• Coordinated a team of five, providing data integration and support for loading of data warehouse, data marts, and operational systems.
• Implemented Salesforce.com for Confidential Distribution channel, converting all data and processes from Siebel to Salesforce.
• Implemented Salesforce.com for Confidential Direct channel in 6 weeks.
• Implemented Informatica PowerCenter as an enterprise data integration tool and facilitated adoption across IT organization.
• Implemented data integration between Salesforce and Eloqua cloud vendors for sales and marketing resulting in a stronger partnership between the business units.
• Improved data integrity by identifying glod copy of source data for CRM system data.
• Implemented integration data warehouse used to source BI solutions and store data extracted from multiple areas of the organization including data from cloud vender sources.
• Architected and implemented BI solution using Informatica Cloud for Direct Sales and Service department.

Specialist Data Analyst

Responsibilities:

• Architected and implemented data dictionary for use by American Century employees to clarify and define all data within the company.
• Architected data warehouses for marketing decision support system, contact center solution, and CRM system.
• Architected data models for Investment Management and Personal Financial Solutions business units.
• Supported multiple IT teams halping create data integration strategies and solutions resulting in better data understanding and reusability across the organization.

PMO Manager

Responsibilities:

• Directed project management team dat supported project management practices within the Information Technology department.
• Created vision for enterprise project management.
• Oversaw change control and release management.
• Administered the PMO budget.
• Implemented project management practices and tools for IT department.

Specialist Programmer / Analyst

Responsibilities:

• Led team of developers responsible for mailings to shareholders.
• Led design sessions and oversaw change control and release management for mailings.

Confidential

Responsibilities:

• Primary relationship manager between CRTV and its software vendors/providers.
• Established team to build and support a new customer service call center which included implementing Desk.com, Chat, and Email integration between web sites and Desk.com, integrating with Salesforce.com.
• Led integration of data between 3rd party vendors, internal Sitecore instance, internal MSSql databases and Salesforce.
• Standardized phone services across all locations to one vendor, reducing phone costs by 30%.
• Headed development of Reporting Center of Excellence.
• Led development of workflow process to publish commentary through Sitecore and 3rd party vendors, ensuring metadata standards were developed and met for reporting.
• Led development of workflow for accounts payable with 3rd party vendor to successfully track ad inventory, ads sold, and ads fulfilled for linear streams along with improving invoicing for CRTV accounting team.
• Identified and implemented more efficient communication and project management reporting methods.