SUMMARY:

• Senior Technology and Professional Services manager at Confidential, Intuit, Confidential, Confidential and Confidential . Responsibilities have included Management of Technical Services and Operations; Program Management; Business Development; Change Management; Engagement Management; Channel Partner Development; PMO Development; Project Management; Product and Systems Development, Corporate Systems and Infrastructure Management..
• Domain expertise includes Banking; Supply Chain Management; E - Commerce; Order Management; Six Sigma; Process Improvement; Financial Transaction Acquisition and Processing; Healthcare Transaction Processing and CMM.

PROFESSIONAL EXPERIENCE:

Confidential, Charlotte, NC

Technical Project Manager

Responsibilities:

• Managed cross functional teams on Network Computing Group Electronic Communications projects for the US Trust and LaSalle Transitions. Projects included the email rebrading of legacy US Trust associates into the Confidential brands.

Confidential, Charlotte, NC

Change Manager/TDM

Responsibilities:

• Managed a portfolio of large scale technology projects for Confidential CRM Services. Business partners included Global Corporate and Investment Bank; Commercial Bank; Business Banking (Franchise Banking); Portfolio Management; Risk Management and the Fleet Transistion Office.
• Projects included the following Fleet Transition (merger) projects - Fleet Capital Restatement, Fleet BI system retirement and Fleet Profit system restatement. GCIB, Commercial, Business Banking, Portfolio Management and Risk Management projects included the following: Corporate Banker Scorecard; Market Share; CIB Scorecard; Debt Capital Management Scorecard; GCIB Profit Front-end Rewrite; Investment Banking Sales Reporting; Enterprise Industry Reporting; Credit Cost Allocation; SMART - Portfolio management pricing tool; GCIB/Risk Management Portfolio Advisor; OLAP Cube development; CLPR product alignment; Sales Pipeline Reporting.
• Resource manager for 11 initiative (project) resources - project managers, TDLs and business analysts. Technical resources included offshore Confidential associates and contractors.

Confidential, Charlotte, NC

Project Manager - Sr. Consultant

Responsibilities:

• Managed all technology and business projects for the PMO of BofA GCIB Corporate Compliance related to the SEC Global Equity Research Analyst Settlement.

Confidential

Project Manager/Technology Consultant

Responsibilities:

• Project Manager/Technology Consultant for B2B connectivity, Supply Chain Event Management & Visibility, Process Improvement and Six Sigma projects for Insight.com and Baker Street Technologies.

Confidential, Mountain View, CA

Program Manager

Responsibilities:

• Program Manager for the World Wide Operations functional unit of Intuit. Responsibilities include developing technology strategy, managing multiple project teams, developing architecture and system design in the area of Strategic Supply Chain. This area encompasses the full life cycle of Planning through Execution of the Supply Chain with Intuit’s customers and business partners.
• Developed strategic and tactical B2B and B2C solutions in the areas of Supply Chain Management, Order Management; E-Commerce; Advanced Demand Planning and Forecasting; Retail Customer Connectivity; Warehouse Management; Supply Chain Metrics; Logistics; Order Fulfillment; Internet VAN; EDI; Order Status Information Portal and Enterprise Billing Engine.
• Intuit provided financial software services and products through Internet, Retail and Direct delivery channels. Retail partners include Wal Mart, Kmart, Target, Costco, Office Depot, Office Max, Best Buy, and Amazon. Supply Chain partners include Ingram Micro, Modus Media, Fingerhut, Menlo Logistics, Baker Street Technology, CTC, FedEx, and UPS Logistics among others.
• Responsibilities also included the management of ALL business system/ application engineering teams involved in B2C or B2B activities. This included Oracle OE, MFG, OM, IM, RA, DP, and Forecasting teams for the retail business channel, Ecometry/MACS for the direct channel and EDI/Partner connectivity systems. Responsibilities also included the management of all Six Sigma projects for Process Improvement in the Intuit’s Supply Chain Management area. I managed a data center move from Tuscon to San Diego for all the Order Proecssing, CRM and Warehouse Management systems at Intuit. Managed 38 direct reports within these project teams. Completed Six Sigma Green Belt and Black Belt (UCSD).

Confidential, Phoenix, Arizona

Project Manager, Consultant

Responsibilities:

• Project Manager for Y2K of the international and domestic financial capture systems for Confidential . Project Manager for Process Improvement projects for product/system delivery for Amer ican Express’ financial capture systems. CMM and Six Sigma were utilized for system delivery process improvement projects. Responsibilities included project management, project and test plan development, test environment setup, analysis of existing financial transaction capture systems, creation of change management procedures and the design of remediation to existing systems.

Confidential, Santa Clara, California

Program Manager/Project Manager/Engagement Manager

Responsibilities:

• Program Manager/Project Manager/Engagement Manager for Large Scale Projects within the Professional Services division of Confidential . Confidential is the leading global provider of secure electronic payment solutions for financial institutions, merchants and consumers. Confidential, which pioneered hardware and software systems to automate credit card transactions, offers integrated payment solutions to facilitate debit/credit and smart card payments at the merchant countertop and over the Internet. Confidential also provides enterprise payment systems and networking solutions.
• Responsibilities included the management of project teams and consulting engagements specializing in the following disciplines: Implementation Services, Information Technology Management, Financial Transaction Acquisition & Processing Product Development, Enterprise Payment and Management Product Development, Facilities Management, Disaster/Recovery Planning, Operations Management, Business Requirements Analysis & Definition and Call Center Management. Industry segments included the following: E-Commerce, Electronic Payment Systems, Healthcare, Financial Transaction Processing and EDI. Responsibilities included the full life cycle of the business engagement from pre-sales to proposal development to contract negotiations to delivery to support systems.
• Client engagements included projects for Confidential (San Francisco), Hollywood Entertainment (Portland, Oregon), First National Bank of San Diego (San Diego), TASQ (Sacramento), Banco Popular (Puerto Rico), Kentucky Fish and Wildlife (Lexington), Banco General (Panama), First Data Corp. (Miami), AccessSystems (Atlanta), Mohawk Oil (Vancouver), NEC (Toronto) and Deluxe Data (Milwaukee), Confidential (Phoenix). Projects were executed at customer sites in the United States, Canada and Latin America. Project teams developing custom modules to meet customer requirements were housed in Bangalore, India; Santa Clara, CA and Dallas, Texas.
• The Confidential project was with Confidential . The project was an $11.5 M engangement. Responsibilities included the building of a data center for BASM, purchase of hardware and software for the operation of the data center, Omnihost product development and testing and the of the BAMS data center operational staff.
• My personal annual billings consistently exceeded $300,000 in revenue to the PSO division of Confidential . The PSO engagement projects ranged from $350,000 to over $11.5 Million.

Confidential, Phoenix, Arizona

Vice President

Responsibilities:

• Full divisional P&L responsibilities for EMC*EXPRESS, a division of Envoy International. EMC*EXPRESS produced software products and services for the healthcare industry. Products included Claims Clearinghouse, Physician Claim Collection System, and Payor Processing System, Hospital Claims Collection and Submission System and several healthcare EDI products. Responsibilities also included management of the operations staff, systems development, product marketing and business development.
• EMC*EXPRESS had in excess of 280 EDI partners for claims processing and healthcare services. The division supported a healthcare provider network in excess of four thousand physicians, clinics, billing centers and hospitals.
• Operations included healthcare message collection (HIPAA transaction sets), translation, processing and switching. Operational staff included Call Center, Customer Service, Programming and Development, Data Center Operations, Network Control, Data Base Management, Accounts Payable/Receivable and Sales/Marketing.
• Responsibilities included data center moves and systems integration for EMC EXPRESS and ENVOY International corporate acquisitions.
• Consulting services were available in the following areas Business Analysis and Development, Systems Design and Architecture, Network Management and Data Base Management.

Confidential, Phoenix, Arizona

Systems Development Manager

Responsibilities:

• Developed, enhanced and maintained the following corporate business systems - Warehouse Management, Supply Chain Management, Sales Analysis and Trending, EDI, General Ledger, Inventory Control, Reservations, Call Center, Rate Setting and Monitoring, Marketing Analysis and Reporting, Human Resources, Benefits, Payroll, Finance, Accounts Receivable, Equipment Management, Credit Card Processing, Manufacturing, Accounts Payable, P&L, Budgets, Equipment Leasing, Purchasing, Geographic Information Systems, Advertising, Executive Information Systems, Statistical Analysis, Bank Services, Fixed Assets, Revenue Accounting, Data Collection, Data Entry, Help Desk, Customer Services and Supply.
• Purchased software included business systems from ORACLE (Financials), Computer Associates (HR, Payroll), MSA, McCormick & Dodge, American Software Inc., Rand McNally and IBM.
• Direct Reports - Programming staff totaled 48 programmers, programmer/analysts, senior programmer/analysts, business analysts, project leaders and project group supervisors. User community totaled in excess of 1000 concurrent users.
• Responsibilities included corporate systems operations, infrastructure development and management, software/hardware evaluation and purchase; full project development and management; programming staff recruitment, personnel evaluation, management and development; full departmental Budget and P & L responsibilities.

Confidential, Oklahoma City, Oklahoma

Development Manager/Project Leader

Responsibilities:

• included programming staff recruitment, management and development; systems and network design and development.
• Worked as a member of a Hertz/United Airlines enterprise system architectural team. The products of the team included a Communication Manager System used in the integration of all of United and Hertz’ worldwide business systems; a code generator used in converting IMS, IDMS or IMAGE DBMS applications, a System Development Life Cycle methodology for United Airlines and Hertz; and programming skeletons used extensively in all business systems developed by the United and Hertz organizations.