Consultant, Corporate Applications IT
A TIAA Company
2017-10 - 2019-06
Lead cross-functional global project aimed at implementing and automating ongoing sanctions screening for multiple in-house applications. Produced project timeline, budget estimates, IT resourcing forecasts, project plan and tracking methodology. Developed project governance strategy. Created communication plans and status reports to keep Senior Management continually informed of project progress. Managed IT resources by leading weekly team meetings to facilitate communication and keep project on track. Enforced timeline adherence in order to meet audit guidelines. Lead Stakeholder decision forums on critical topics in order to provide thorough understanding and consistent communication across multiple business lines. Analyzed risks to project progress and developed solutions to mitigate those risks. Managed issue and dependency escalation and remediation.
Consultant, Enterprise Partner Services
The Northern Trust
2017-05 - 2017-08
Developed system implementation plan for a marketing operations program. Created project budget, status reporting, and program governance plans. Managed of project team resources. Established program communication and risk remediation plan and coordinated Vendor workshops to promote business understanding of critical system features. Aligned business analysis and processes across the program; and ensured conformance of project standards. Created a document repository to promote management of project risks, issue escalation, cross-departmental dependencies and action items.
Consultant, U.S. Project Management Office
BMO Harris Bank
2016-06 - 2017-04
Project lead for the development and oversight of a loan modification program. Facilitated internal and external vendor communication related to business analysis, development and testing. Responsible for managing project and program inter-dependencies and related risks and issues with both US and Canadian project stream teams. Managed resource onboarding, financial forecasting, project timelines, project audit oversight, vendor contract negotiations and reviews, and senior level status reporting including.
Consultant, Business Development/Project Management Office
ABN Amro Clearing Chicago
2014-09 - 2016-06
Responsible for gathering requirements and managing operational change requests and large strategic firm-wide initiatives. Closely aligned with C-level management to initiate, implement and improve project methodologies in local and global offices; and provide mentoring to project team members. Engaged with senior managers to support and prioritize project needs, negotiate trade-off decisions, and navigate project dependencies. Successful project implementations include new exchange offerings, internal client portal replacement, and a trade processing system rewrite resulting in an 85% reduction in the technology backlog, reduced trade break resolutions, improved product offerings and regulatory compliancy.
Consultant, Operations and Technology
The Northern Trust
2013-03 - 2014-08
Program Manager for large European regulatory Fund directive. Responsible for program planning, resourcing, and budgeting oversight of 38 projects across 4 work streams. Alignment of strategic IT projects with business objectives and other firm-wide initiatives. Established program, communication, change management, procurement and status reporting plans for IT and Executive Steering Committees. Ensured project adherence of SDLC documentation across program for auditing and compliance purposes.
Consultant, Project Management Office
2012-01 - 2013-01
Responsible for the management and delivery of server-side projects related to exchange gateways. Coordinated multiple interdependent projects in various stages of their life cycle and prioritized analyst, development and testing resources across departments to ensure cross-functional resource contention was mitigated and program objectives were achieved. Implemented project management methodologies, ideas for process standardization, and drove initiatives for business process improvement for planning and execution within the organization.
Corporate Project Office
2010-09 - 2011-10
Strategic Implementation Project Manager of a multi-asset trading platform (MATP). Ensured tactical projects aligned with strategic business, IT, and financial initiatives. Utilized Agile methodology and BPM processes to direct progress of business, legal, finance, compliance, architecture, and infrastructure and development teams. Managed and reviewed vendor relationships relative to overall project plan, budget, timelines and scope.
Additional tenure held in full-time positions at:
Sr. Project Manager
2008-11 - 2010-09
Director of Operations
141 Capital, Inc
2008-01 - 2008-07
Sr. Business Analyst, Vice President
Bank of America
1999-06 - 2007-11
Trading Desk Manager and Retail FX Dealer
1997-09 - 1999-05
Head Trader/Trading Manager, Trading Operations
1996-06 - 1997-08
Trader & Vice President of Trading Operations
U.S. Equity Management
1993-08 - 1996-05