Information Systems Technology Executive, Program Manager 17 years in Financial Services, 4 Oil and Gas, 4 Consulting, 8 Aerospace, Manufacturing and Government. Experienced in creating PMO from scratch as well as data warehousing/analytics.
Overview
37
37
years of professional experience
1
1
Certification
Work History
Registered Representative
Primerica
01.2024 - Current
Obtained life insurance license and series 6 stock market license passing 4 exams in summer 2024.
Self Employed/Volunteer
01.2016 - 01.2023
Took a sabbatical due to family illness and to explore project management opportunities and was self employed in dramatic arts and community affairs as well as volunteered my services to worthy charity causes
Just obtained my PMP and CSM and Series 6 stock market license to prepare to return and dedicate myself to team building and leadership
SVP Senior Portfolio Manager
Bank of America
01.2003 - 01.2016
Data Warehouse Division, Architecture - Data Warehouse Architect lead the development of the strategic conceptual and logical data warehouse 3 year architecture
Identified need for ETL tool for competitive parity and metadata tool for competitive advantage
Lead procurement effort to obtain ETL tool
This architecture won Bank of America a Zachman Architectural Excellence Finalist award in 2005
Reverse Mortgage - Senior Program Manager / Portfolio Manager – Managed all aspects of time, cost, scope delivery for all Reverse Mortgage projects in this new infant market, including the management of the 10 person team of Technology Delivery Managers and Project Managers
Developed a Reverse Mortgage Business Acumen certification program being taken by all associates in this group
Home Equity - Home Equity Senior Program Manager - Managing multiple project portfolios of projects and project managers/analysts to include Business Sustaining, Portfolio Build and Reverse Mortgage
Highly skilled in ECMS, Clarity, PCM and problem resolution
Projects varied from small to multiple millions in this portfolio and span maintenance and Transition
Member of Program Management peer review board based on scores in project management certification exam
Contributed significantly to revenue and profit results for this line of business with enhancements in online offers data base, streamlining FRLO setup automation, and merger loan conversions
Completed Six Sigma Green Belt project
Countrywide Merger - Senior Program Manager/Program Portfolio Manager for Countrywide Transition – Converted leans into project charters, financial analysis, system design, in a fast paced high volume intense critical deadline oriented dual company teams working side by side process
Personally responsible for quality, accuracy and team buy in of all 35 charters for Centralized Sales, Distributed Sales, Product and Pricing
Received a special Spirit Award from the Centralized Sales Transition Assessment team for my efforts above and beyond
Home Loans Servicing, Servicing Salesforce’s Case Management Technology Workstream lead for all 4 projects, CRM tool, Correspondence, Call Routing and Telephony Infrastructure representing 12 million in technology resources to meet the OCC Consent Order requirement to provide each default and foreclosure customer with a single point of contact in 120 days
The Compliance timeline constraints have made this program on Business Reporting, Data Quality and Governance in the Cross Functional Organization
Lead a team of 8 project managers executing a portfolio covering 4 lines of business valued at 15 million
Supported all of the data standards program, Loss Forecasting
Created business acumen course and improved UAT testing decreasing dramatically release turnover time and quality
Vice President, Director of Data Management
Union Planters Bank
01.2001 - 01.2002
The architecture utilized Oracle and Teradata data warehousing architecture, operational data stores, analytical and operational applications with state-of-the-art cleansing, house holding and codification applications
The data warehouse was suffering with serious existing architecture and data quality problems
Conducted executive level data warehouse requirements assessment and enterprise data modeling, which had never been done
Problems were elevated to management with a plan for turning the corner to best practices
Instituted the business CRM Roundtable and Data Management Council with representatives from each line of business to collaborate on joint enterprise decisions
Technical Account Manager, Carolinas
Siebel Systems, Inc
01.2000 - 01.2001
Certified as technical and business consultant and training
Taught CRM to business analysts and software to technicians worldwide, in Amsterdam, Singapore
Trained in every module and technical feature
Director of Applications Management
Ahold Information Services
01.1996 - 01.2000
In 1996 kicked off the development of the entire IS development support organization from scratch to include DA, DBA, NOTES development, software selection and support, project management office, enterprise and CRM data warehouse, architecture definition, and support for new IT organization
Enterprise Applications in Supply Chain, Marketing, Retail Operations and Finance were committed to replace and standardize all applications in 2 years from organization creation
Created the PMO office to support this rapid deployment across all US grocery store headquarters and succeeded in the 2 year goal
Required contracting for a custom SDLC focusing on package implementations with business process standardization
Implemented new methodology across the four applications’ areas, taught it to all IT and business partners, created all support structures including change management, finance management, risk, time and reporting
Director of Strategic Planning - Implemented enterprise-wide strategic planning processes to ensure IT investments were focused on critical business processes and strategies with full participation of business and IT Partners
Particular focus on home delivery opportunity identified starting with Boston based Stop and Shop grocery
Vice President, Data Warehouse Manager
First Union National Bank
01.1994 - 01.1996
Introduced the enterprise data warehouse, metadata management, business intelligence, ETL to this large financial services firm
Presented business case to Automation EVP for go-ahead
Hired and developed IT skills and team in logical data and process modeling, data base design, and development, data administration to support data warehouse and all applications development
Spearheaded team in selection of SP2/Oracle configuration to support massive data requirements, decision support, and data mining
IT Applications Support Manager
Michelin Tire Corporation
01.1988 - 01.1994
Reported to the Vice President of Administration
Responsible for information systems requirements definition and analysis to meet business needs of Marketing, Sales, and Distribution for all brands
Position required extensive international travel and communication in French
Merged the product-related business requirements of newly acquired Uniroyal and Goodrich brands into existing Michelin system
Expanded tire codification system to permit products of any brand (Michelin, Uniroyal, Goodrich) to be manufactured, distributed, and sold globally in any facility or country with centralized profitability analysis
Responsible for financial planning, budgeting, and procurement for 300 member IS organization supporting the US centralized data center and distributed desktop services
Education
MBA - Information Systems Technology, Marketing
George Washington University
BS - Mathematics and Liberal Arts
University of Mary Washington
Strategic Business Planning Graduate Courses -
University of Washington, Wharton
Banking Curriculum -
Banking Institute of America
Siebel Certified - Business Consultant, Technical Consultant
Skills
Customer service and support
Customer engagement
Relationship building
Goal-oriented mindset
Certification
Wine Sommelier from ISG
PMP
CSM
Sailing Captain
Real Estate
Life Insurance
Series 6 Stock Market
Publications
Business Automation Evolution
Data Base Management Systems for the Information Center
The Role of the DP Manager in the Information Center
Languages
French
Professional Working
Timeline
Registered Representative
Primerica
01.2024 - Current
Self Employed/Volunteer
01.2016 - 01.2023
SVP Senior Portfolio Manager
Bank of America
01.2003 - 01.2016
Vice President, Director of Data Management
Union Planters Bank
01.2001 - 01.2002
Technical Account Manager, Carolinas
Siebel Systems, Inc
01.2000 - 01.2001
Director of Applications Management
Ahold Information Services
01.1996 - 01.2000
Vice President, Data Warehouse Manager
First Union National Bank
01.1994 - 01.1996
IT Applications Support Manager
Michelin Tire Corporation
01.1988 - 01.1994
BS - Mathematics and Liberal Arts
University of Mary Washington
Strategic Business Planning Graduate Courses -
University of Washington, Wharton
Banking Curriculum -
Banking Institute of America
Siebel Certified - Business Consultant, Technical Consultant
MBA - Information Systems Technology, Marketing
George Washington University
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