PROFESSIONAL SYNOPSIS

Project Manager with extensive experience in the Software Development Lifecycle and HP’s
PPM. Also experienced in managing and running Change and Implementation Control boards
and meetings. Familiar with multiple Technologies including Client Server, Midrange (Unix and
Vax), and mainframe (Endevor). Project Management, Business Analyst, and User Manager
experienced. Demonstrated abilities to solve difficult problems through Software Process
Improvement and Technology, learn new business areas, satisfy user needs, build effective
teams, and improve quality of work.

CORE COMPETENCIES

Microsoft Excel, Word, Power Point, MS Project, Visio, Lotus Notes, Remedy

PROFESSIONAL HISTORY

Confidential, March – June 2011

• Acted as Project Manager in tracking and reporting all client requests.
• Served as Process Improvement Manager in tracking and reporting of client request process.
• Created Pivot tables for new MIS, vlookups for new spreadsheets, and redesigned status report.

Freelance Project Manager 2009 – 2011

• Performed various home improvement and commercial maintenance duties, including painting, plumbing, electrical, heating and air conditioning, pressure washing, door replacement, carpentry work, computer networking and wiring and wireless router setup.
• Acted as inscription tombstone assistant performing various duties of setup and cleanup for sand blasting tomb stones in various cemeteries on Long Island, upstate New York, and New Jersey.

Confidential, 2004 - 2009

Assistant Vice President/Implementation Manager & Software Process Improvement
Confidential

Chief of Staff Group

• Served Asset Servicing Technology (AST) Implementation Manager in reporting to senior management and CIO all application changes for AST on a weekly basis.
• Responsible for hands on process improvement in project tracking and reconciliation of projects, and reconciling headcount budgeted and forecasted versus actuals.
• Conducted and supported several weekly Implementation review meetings during which tracked application changes were reviewed and approved for Implementation.
• Created “As-Is” and “To Be” along with process improvement implementation plan.
• Managed the Lotus Notes database used for tracking and reporting of all application changes.
• Ranked all changes by Risk and High Risk and reported them separately from all other changes.
• Supported Infrastructure to implement a new process that used Remedy tool for managing and reporting all changes across the company.
• Served as SPI Project Coordinator in the Software Development Lifecycle (SDLC) process for eight divisions within AST. Supported all administrative functions, quality assurance, assets, weekly and monthly statistical reporting, meeting minutes and tools for the SPI project for SDLC.
• Interacted as a go-between for the Software Engineering Process Group, Process Quality Assurance groups, and the Lead SEPG Reps by division for SDLC.
• Monitored the SDLC project by overseeing the projects PQA audit process and reporting to management on divisional scores.
• Collaborated with SDLC Subject Matter Experts when PQA tests were low.

Confidential
Assistant Vice President/Implementation Manager

• Responsible for support for all Testing, Quality Assurance, and implementations of a very large International Money Management System (IMMS) within multiple countries.
• Created “As-Is” and “To Be” along with process improvement implementation plan and testing support process.
• Coordinated all testing efforts including region support for the IMMS mainframe application. Tests included Unit, Pairs, Regression, Functional, User Acceptance Testing, Quality Assurance testing, Data Center Acceptance testing, and Production issues testing. Established procedures for moving elements, on-line or batch, into the development regions. Established a weekly Implementation meeting, where all code was presented prior to implementation, except for emergency changes. Provided help desk functionality for testing issues, in dealing with region issues or problems. Created new testing tools.
• Managed projects namely:
• IMMS Data Center move from CNJPC to Nashville, TN. Planned and executed 4 dress rehearsal weekends and conversion weekend.
• New Test Support process improvement for managing and supporting all testing efforts.
• Cleaned load libs in development and rebound elements to production.
• Acted as Implementation Manager for tracking and reporting of all IMMS application changes. Conducted and led the Implementation Control Board Meetings for the group. Created reports which compared application changes approved versus actual. Reviewed all implementation plans, discussed the planned changes, how they were developed, tested, escalation and back out procedures, plus who approved the changes business and technology.
• Served as Business Continuity Manager in supporting on and off-site Disaster Recovery testing, and management of Command Center and users.

Confidential, 2002 - 2004
Securities Lending Consultant

State Street and Deutsche Bank Retirement Services

• Supported Securities Lending International Trading Desk to settle International Equity loans with 18 Brokers and process daily Marks to client accounts.
• Managed International Corporate Actions against client’s loan positions for Voluntary and Mandatory Corporate Actions.
• Resolved domestic position breaks between DML/BSL system, Trust Accounting system, DTC, and the Brokers and resolved Contract Compare issues.
• Processed Voluntary and Mandatory Corporate Actions against the loans and collaborated with the Brokers and Corporate Action group to re-collateralize the loans.

Confidential, 1981 – 2001
Vice President, Application Change and Release Management & Infrastructure Manager

• Served as Manager of Application Change Management. Performed all builds and releases to Production on 500 applications including Client Server, Midrange (UNIX and VAX/VMS) and Mainframe applications. Supported full Endevor enabled for all Mainframe applications. Implemented all third party vendor code into production. Utilized a computer lab to build and release client server application changes. Performed regular quality assurance of the build and release process.
• Created “As-Is” and “To Be” along with process improvement implementation plan.
• Fostered improved communication with Business Technology groups by establishing periodic meetings, providing detailed information regarding future enhancements and changes affecting the group’s applications.
• Managed additional Quality Assurance by retaining a copy of all source code and builds for all Client Server and Midrange applications in production. Compared production application code nightly to the version retained in Change Management’s environment. Established meetings with Client Server, Midrange, and Mainframe engineering groups, Data Security, and Data Center Operations, within Infrastructure to discuss new projects and improvements.
• Managed the budget and people surrounding resource management, team leader, administration, and change facilitator. Managed budgeted headcount and reported on actuals versus budget.
• Managed and updated the monthly change calendar for large application changes.
• Played role as super user of the Lotus Notes database used for managing all changes.
• User Manager for the Remedy project replacing Lotus Notes and User and Technology approvers for each application.
• Managed a five day build and release process, bug fix change process and tracking and reporting of Temporary Access to Production ID’s to Technology groups.

Confidential
Vice President, Senior Technology Manager, Quality Assurance and Control Manager

• Served as Senior Technology Manager in reporting statuses/issues on all Technology projects or enhancements, to Operations and Business Line senior managers.
• Collaborated with Technology managers and developers to define the changes necessary to support these initiatives.
• QA and Control manager for the weekly reporting and tracking of all outages and usage of temporary access accounts into production by developers.
• Created the Business Continuity Plan, performed BCP review, and tested for the group as well as testing and reporting of each Applications Continuity Planning.
• Served as Chief of Staff with responsibility for the creation of the annual budget and tracking of all expenses and employees within the group. Managed headcount, budget, and actuals.
• Controlled and reported on all application changes into production for 30 applications, Vax/VMS, Unix and Sybase, and Client Server VB components.

Confidential
Assistant Vice President/Business Analyst

• Defined user requirements surrounding the creation of SWIFT reports, MT 571, 572, 573, and MT 950, using Mainframe Technology.
• Created UAT test plans, tested the new process, and implemented it once UAT was completed successfully.
• Trained Advisor Services User Managers on how this new process was performed.
• Created a new client workflow process in Lotus Notes, tracking client requests from initial call to completion.

Assistant Vice President, Advisor Services
Confidential

• Defined user requirements, created functional spec., prepared test plans, and performed UAT, and implemented it.
• Fostered Quality Assurance by attending and supporting Phil Crosby’s Quality Assurance classes where “doing it right the first time” (DIRT FOOT) and “if you going to do it, do it right” became popular catch phases.
• Created system processes that increased quality assurance, improved control of the cash management and trade support processes.

Assistant Vice President, Confidential

• Manager of six Fund Accountants responsible for performing daily valuations on Money Market, Equity, Fixed, GIC, and Stable Value commingled funds.
• Business Analyst and User Manager for 4 year project for Same Day Valuation system.
• Created Business Requirements and Function Spec., created UAT Test plans, and executed test scripts, and created training model and manual.

Assistant Treasurer, Confidential

• Manager of three Financial Analysts who performed expense and income reporting.
• Created and implemented the budget for three Retirement Services divisions.
• Prepared all expense reporting for three Retirement Services divisions, including headcount, all expenses, and income, actuals versus forecast versus budget.

Assistant Treasurer, Confidential

• Manager of three Billing Analysts who performed billing for the Defined Benefit group within Retirement Services.
• Managed all billing and income forecasts.
• Created a database to track float loss.
• Performed Process Improvement on billing process.

EDUCATION

BS in Business Management (in progress)
AAS Accounting