SUMMARY:

• Enthusiastic Process/Program/IT Culture Turnaround & Accountable Problem Solver; influential with internal/external clients.
• Managed cross functional teams: Growth Portfolio, Governance, Business Case, Change Mgmt, Corporate Readiness Reviews, Infrastructure, Outsourcing, Business Architecture, Knowledge Mgmt, Package Implementation.
• Led build/operations of Global PMO/Req. Mgmt. practices in Digital Media, Financial Services & Healthcare Verticals. 15+ years hands on practitioner, managing global, full life cycle; Software - as-a-Service (SaaS ), Transformation, Strategic Planning, Portfolios/Programs/ Projects; Client Engagement Mgmt, Product Mgmt, Financial Mgmt, Asset Mgmt, Knowledge Mgmt. Leading business & technology cross functional teams, matrix/direct management, deliver multiple/parallel projects, Integrated Program Schedule, mentoring project managers/business analysts in small/large organizations.
• Plays a lead role in managing the global implementation of Software as a Service (SaaS). Managing a Portfolio of 30+ Customer Accounts vertical customer base includes Banking/Financial Services, Health Care, Transportation, E-Commerce/Retail, and Education sectors, consisting of 20 mil+ in revenue in 2016.
• Managed team of project management professionals, ensuring business objectives are met while ensuring adherence to best practices. Managed Application Governance/Budget Process, Creates & Presents Weekly Program Dashboards.
• Managed Front Office Transformation, project/program health, Executive Dashboards, Scope/Charter; Roadmaps, Manage Inter-Intra Project Risks/Dependencies/Critical path, Resource mgmt/staffing & Relationship mgmt. (IT, business & vendors). Leadership/Guidance, $25 mil Project Portfolio, 6 Project Managers & 200 staff.
• Managed Integration/Re-Engineering of Portfolio, 100+ onshore/offshore projects + PMO Operations.
• Client Engagement/Relationship Management, Budget, SOW/RFP, Software-as-a-Service (SaaS). Managed PMO Department, staff of Project Managers, $10 mil client portfolio of streaming media/web eCommerce products and services. Created a transparent/conflict free environment leveraging the best attributes of Agile/Scrum and Waterfall, leading to predictable/repeatable financial, development, operational outcomes & higher client satisfaction.
• Managed the project office (PMO) for 50 mil + strategic planning, infrastructure and data management function.
• PMP/PMI/PMBOK Trained, CMMI Trained, Agile Scrum Master Certification, ITIL Certification.

TECHNICAL SKILLS:

Global Cross Functional Team Orchestration/Leadership: Merger/Acquisition Readiness Reviews, Engagement Mgmt, Steering/Operating Committees, Offshore/Onshore Teams, Change Control Boards, Daily Scrum, Sprint Retrospectives.

Global Portfolio Mgmt: Governance, Budget/Forecast, Resource Mgmt, Enterprise Application/Infrastructure Portfolio Management (HP-PPM, Planview-PPM, Innotas), Phase Gates, SOW, Risk Assessments, Issue/Risk Mitigation, Executive Dashboard, SEO dashboards, Regulatory Compliance, Project Mgmt Plan.

Product Mgmt: Gap/Analysis, SOW/RFP, Roadmaps, Product Requirements (PRD), Infrastructure Asset Management, Vendor Management, Current/Future State, Content Management, User Stories.

Offshore/Onshore Project Execution: MS Project, Salesforce/Financial Force, Clarizen, Basecamp, Smart Sheets, JAD, CMMI, Estimation, SmartSheets, Project Health (actual/budget), SDLC phased/iterative, QA/UAT & release mgmt.

Requirements Management: Web Players/Portals, Mutual Funds, Retirement, Defined Contribution/Benefits, Claims/Payments, Integrated Health Care, Client Profile/Alerts, eCommerce, Derivatives, Data Strategy, Media Operations, Customer Service/Billing, Credit Card, Banking, Network Admin, Tariffs, Process Maps/Swim Lane/BRD, RUP, Traceability.

PROFESSIONAL EXPERIENCE:

Confidential, San Francisco, Ca

Professional Services - Program Management/Relationship Management

• Plays a lead role in managing the global implementation of AppDynamics' Software (On Prem & SaSS)
• Manages a Portfolio of 30+ Customer Accounts vertical customer base includes Banking/Financial Services, Health Care, Technology, Transportation, Retail, and Education sectors, over 20 mil in revenue in 2016.
• Orchestrating the successful delivery of cost effective Full Lifecycle Customer Service and Project Implementations.
• Partners with Sales and Service units from SOW creation to Operational Support to provide Customer value.
• Manages customer facing cross functional teams, using both Waterfall and Agile, including account budget & resources.

Confidential, Philadelphia, Pa

Program Manager Technical Delivery Management

• Managed team of project management professionals, ensuring business objectives are met while ensuring adherence to best practices. Manages Application Governance/Budget Process, Creates & Presents Weekly Program Dashboards.
• Managed Medicaid Growth Portfolio - (Mergers/Acquisitions) Prestige, SourceHOV, Indiana Transition, HealthyPA
• JIVA Program (multiyear integrated web-based care mgmt): Reduce customizations by 60%, new Case & Utilization Mgmt functionality, Authorizations Provider Portal, Upgrade Medical Economics & custom reports for 3,000 users. Implemented 3 phases in 2015.
• Paper Claims/Payment Processing Re-Engineering Program (16% Enterprise Revenue) - Program/Project Management, Budget, Cross Functional Leadership, Program Governance, SCRUM, Multiple Sprints, Product Backlog; Req. Management, SOW’s, Vendor Management, Relationship Management, coordinated SIT/QA/UAT defect/resolution process, & formal sign offs. Implemented in 4 phases (Spring/2015)
• Infrastructure - Enterprise wide IE 11 Upgrade, Enterprise wide Lync Implementation.
• Methods & Tools - Implemented Project Management; Dashboards, Metrics, Templates, Sharepoint, SDLC/Agile.

Confidential, Philadelphia, Pa

Sr. Program Manager Wealth Management/Insurance Front Office Transformation (Consultant)

• Managed Broker/Dealer Front Office Transformation, project/program health, Executive Dashboards, Scope/Charter; Roadmaps, Manage Inter-Intra Project Risks/Dependencies/Critical path, Resource mgmt/staffing & Relationship mgmt. (IT, business & vendors). Leadership/Guidance, $25 mil Project Portfolio, 6 Proj. Managers & 200 staff, using PMP Deliverables & Requirements mgmt. driven process. Successful 2013/2014 on time/on budget delivery of projects across multiple work streams.
• Salesforce/Clarizen Cloud Based Program Management/Governance; Estimating, Metrics/Variance Analysis, Portfolio Integration, Budget, Administer Governance/Change Management, RACI, PM Templates, Vendor & Engagement Mgmt.
• Program Manager for new Advisor Workstation for 8,000 Financial Advisors using Salesforce.com platform.
• Advisor Practice Mgmt. Cloud based Re-engineering/Implementation for RFI/RFP 20+ Business Functions.
• Program Manager for CRM ETL Data Conversion (Salesforce) for 8,000 Financial Advisors, using SCRUM.
• Program Manager National Infrastructure HW/SW/Data Highway Upgrade, build out/rollout to 135 offices.

Confidential, Wilmington, DE

PMO Lead (Consultant)

• Managed Integration/Re-Engineering of Portfolio, 100+ onshore/offshore projects + PMO Operations.
• Consumer Originations, Correspondent Lending, Credit Risk Management, Rural Housing, Default, Servicing, Capital Markets, Technology, Dodd-Frank
• Re-Engineered Change Mgmt, Status Reporting, Risk Assessment/Mitigation & Mentoring of Project Managers.
• Implemented Onshore/Offshore Automated Sharepoint Governance, Communications Processes, Six Sigma Based Operations Audit, Estimating, Metrics/ Variance Analysis, Portfolio Integration, Process Maps/Swim Lanes.
• Implemented Project Prioritization, Project Sizing, Tracking, Risk, C-level Communications & Governance for projects & programs exceeding $1 mil. Improved efficiency reduced headcount & improved transparency.

Confidential, Weehawken, NJ

Sr. Director - Account/Program/Project Management

• Client Engagement/Relationship Management, Budget, SOW/RFP, Software-as-a-Service (SaaS). Managed PMO Department, staff of Project Managers, end to end management, $10 mil client portfolio of streaming media/web eCommerce products and services. Created a transparent/conflict free environment leveraging the best attributes of Agile/Scrum and Waterfall, implementing; Client Communications/Mgmt, Governance, Resource Planning, Change/Requirements Mgmt processes, leading to predictable/repeatable financial, development, operational outcomes & higher client satisfaction.
• Created revenue enhancing programs for change management, project management and requirements management in support of sales, product and IT functions, which enhanced revenue by over 10 percent.
• Executed Sprint Planning, Daily Scrum, Sprint Reviews, Sprint Retrospectives, Delivered Product backlog, Sprint backlog, Burndown chart
• Leveraged outcomes globally via Project Close/Retrospectives; served as escalation point for issues/conflict.
• Sr. Project Director for the Sirius XM Unified Media Player Product
• A 12 month, $2 million project consolidated the functionality currently spread across multiple existing players originally built separately by Sirius XM Radio Inc. and XM Satellite Radio (now Integrated as “Sirius XM”)
• Used a service-oriented architecture to manage and control the Player and 3rd party devices and applications used to access the Sirius XM subscription service (“Service Center”)
• Technologies: Adobe Flash, Akamai NetStorage, JAVA, SMS/State Based Messaging
• Sr. Project Director for Ecommerce Player/Portal Product Enabling Platform
• A 6 month, $1 million project, based on Product Roadmap, enables clients/customers to deploy paid content, apply pricing rules and reconcile transactions.
• Consumers can view live and VOD content packaged as a single event or an event series, Social Network Integration via API’s, using Adobe Flash, RTMP streaming technologies. Customers included CBS Sports and ESPN.
• Sr. Project Director, Risk/Issues Management, Resource Management, Knowledge Mgmt. (Netsuite/ Pivotal Tracker,) WBS Management (MS Project,) Meeting Facilitation and more; using mixed SDLC approach (Agile + Waterfall).
• Provided Project/Program Management of end to end cross functional (Development, QA, Architecture, Client, Finance) teams from project inception to project close out/transition for IT projects individually managed by PMO Team Members, for web and mobile device platforms
• Developed full lifecycle project management templates for hybrid Waterfall/Agile/Scrum. Sprints, product/project delivery, (product/sprint backlog management), requirements elicitation/management (use cases/user stories)

Confidential, Tampa, FL

Director - Product/Program Management

• Product Management, feasibility, design, and implementation of an 8 station suite of channels for RadioIO.
• Developed/managed product management function (RFP/Statement of Work thru Implementation)
• Driving client facing communication (clients; Wal-Mart, Ben & Jerry’s, impreMedia, Cox Radio) & tracking deliverables between, Sales, Account Mgmt, Web/Operations, Content Development, Billing and eCommerce
• Managed and maintained SDLC MS Project Plan, risk management/issues, deliverables, status, budgets, resource plans for global geographically dispersed virtual cross-functional project teams
• Managed virtual team, daily SCRUM stand up requirements/testing/status meetings, Go to Meeting, Skype, Sprint Planning, Daily Scrum, Sprint Reviews, Sprint Retrospectives
• Developed management reports and SEO dashboards, using Web Trends, Google Analytics
• Developed, implemented comprehensive Strategic/Sponsorship Plan for RadioIO, Web Banner & Branding Campaigns negotiating contracts, customer/change management, audio/text/graphics content management/development
• Performed corporate communications, blog/online community, social; media, and metadata management functions

Confidential, Hopewell, NJ

Vice President - Strategic Business Technology Integration / Architecture

• Managed the project office (PMO) for 50 mil + strategic planning, infrastructure and data management function.
• As Program Manager led a family of large multiyear system development efforts, I was responsible for overall Project Schedules (WBS), Relationship Management, Budget, Risk Mgmt, Resource Mgmt, Issues Mgmt. Multiple Work Streams composed of over 100 people, for functions such as Enterprise Client Profile (ECP), Client Treatment Prompts (CTP), Data Warehousing Services and CRM, laying groundwork for 1 billion dollar ML Wealth Management Platform.
• Confidential was faced with a market need to create a new platform to support the Trusted Global Advisor business. I led the TGA/MLOL Future State Operating Model (Business Process Re-Engineering) project as a framework to support the IT migration to that new platform. Leading a team of cross functional experts; detailed data, functional & organizational gap analysis process maps, were used to design functional/organizational migration plans, resulting in the implementation of a new operating model for TGA/MLOL (Wealth Management)
• As a result of a need to create a more coherent Infrastructure Asset Management process, I managed a cross-functional team of internal/external experts on a project that pioneered the use of Total Cost of Ownership (TCO) principles for the Confidential . An integrated set of work products; detailed project plan, detailed business / geographical analysis, TCO website, detailed infrastructure usage analysis & set of recommendations. Presented & negotiated with executive management, resulting in new funding for major proposals to reduce infrastructure costs.
• Global Private Client “Process Champion,” charged with aligning multiple for IT Project Development frameworks.
• Implemented strategic/tactical frameworks based on the Capability Maturity Model (CMMI), the Rational Unified Process. Deployed Process Asset Library, facilitated multiple organizational CMMI Assessments, CMMI training for over 1,500 Confidential Employees & RUP and metrics development, partnering with the w/ Six Sigma team.
• Managed Corporate Level Project Governance Activities
• Developed Project Funding Allocation Model, applied on a sliding scale to Business Cases (600+), based on estimates of size, scope, complexity & cost; used for project prioritization, risk mitigation & governance.
• Implemented PMO Governance Quality Gate Management; Project Registration, & Project Assessment Vehicle.
• Managed a formal JAD Training, Administration and Certification program & certified 7 facilitators. Provided mgmt. consulting services including project planning/estimating, process/methodology, & business analysis.
• Functional Projects
• Provided project planning/estimating, quality assurance, process/methodology, business modeling/analysis, CASE and JAD/RAD facilitation for a web enabled Financial Planning Services Re-engineering project.
• Provided project planning/estimating, quality assurance, process/methodology, business modeling/analysis, CASE and JAD facilitation for Confidential Retirement/Integrated Benefits Services.
• Provided project planning/estimating, quality assurance, process/methodology, business analysis training, CASE, application architecture and JAD facilitation for a 40 million dollar Mutual Funds/Equities System developed, utilizing client server architecture.

Confidential, White Plains, NY

Producer

• Managed a team of 8 people, responsible for Online Community Management, content and development of the Prodigy Music web site using Content Management tools, HTML, graphics design tools, audio design tools.
• Managed Message Board/Blog, News Group, Mailing List & Chat Areas, for 33 music genres
• Negotiated eCommerce, link sharing and content syndication agreements with advertisers, artists, and media contacts for e-commerce
• Managed Web Banner/Email Campaigns, SEO dashboards, Web Trends, for online events and promotions
• Managed a 50,000 subscriber weekly email list
• During this period, the Prodigy music area was the most trafficked music destination on the internet
• Developed audio, graphic and text content using content management tools

Rhône-Poulenc, Cranbury, NJ

Manager of Data and Development Support

• Managed IT Department consisting of Data Administration, Joint Application Design (JAD), Human Factors Engineering (HFE), PMO/ Development Standards.
• Responsible for IT integration of 15 recently acquired specialty chemicals manufacturing companies.
• Implemented and managed a Centralized Project Management function customized to use Coopers & Lybrand’s Summit D Methodology, resulting in a common methodology for the merged companies.
• Managed Data Integration Function and created a centralized data dictionary and repository across multiple business acquisitions. This led to the creation of a centralized product master database, common to all newly merged companies.
• Reduced application development costs via structured methodologies and JAD facilitation.
• Presented four corporate wide seminars on requirements development and project management.