Resourceful Project Manager with over 20 years technology-services experience. Manages medium to large scale, enterprise-wide projects - from concept to implementation - for financial applications that serve millions of customers. Leads internal and external teams throughout project life cycle in fast-changing, high-pressure environment in a matrix organization. Achieves results by expertly applying process improvement and software development methodologies. Translates technically difficult information into easily understood terms for non-technical staff. Repeatedly commended for expertly managing offshore resources, achieving results and meeting deadlines.
Managing tight deadlines
Software Process Improvement
Capability Maturity Model (CMM)
Six Sigma Green Belt
Issue and Risk Management
Rapport Building with Clients, Colleagues and Management
Managing Offshore Teams
Software Development Life Cycle principles (SDLC)
Strong communication skills
01/2008 to Current
Took time off from career to provide care during family illness.
Participated in professional development activities to keep abreast of the project management practices, acquire new knowledge and maintain the PMP credential through events provided by the Project Management Institute (PMI), local chapter of PMI, project management consulting and Agile training firms.
Workshops - management theory/techniques and Agile ScrumMaster training.
Webinars - leadership and communication skills, project management practices and Agile training.
PMI Northeast Florida Chapter meetings - programs on various project management skills/techniques and networking.
01/2007 to 01/2008
Assistant Vice President/Quality Assurance
Managed project quality for several enterprise-wide business systems supporting customer services, branch offices/financial advisors and business operations.
Collaborated with key business executives, cross-functional technology areas and software vendors.
Led team that ensured quality of financial-service applications.
Certified projects for implementation after remediation of all critical defects.
Validated product conformance to customer requirements and specifications by devising and executing foolproof processes, including functional, target, integration, regression and user acceptance testing.
Planned and scheduled activities to coincide with global release calendar and managed activities in compliance with global release management policy.
Ensured work products, documentation, and testing were completed according to release calendars.
Attended weekly status meetings.
Managed implementations and post-implementation testing.
Facilitated project-defect meetings with cross-functional technology clients and vendors.
01/1998 to 01/2007
Assistant Vice President
Applied expertise in project management methodologies to improve complex IT projects for numerous business lines and functions.
Experience includes applications development and enhancements for applications supporting customer/business operations, infrastructure projects such as .net conversions, application server moves, database decommissioning, data center migrations as well as production support.
Technology platforms include web-based, CITRIX, client server and mainframe.
Collaborated with all levels of business and technology throughout entire project life cycle.
Cultivated strong vendor relationships resulting in a high degree of cooperation essential to project success.
Developed Statement Of Work documents defining project scope.
Managed relationships ensuring compliance with Service Level Agreements.
Managed project teams consisting of resources onsite, offshore, interdependencies in New Jersey and vendors.
Met with with offshore vendor management to discuss upcoming resource requirements and provide feedback concerning performance of individual resources.
Evaluated offshore vendor performance based on demonstrated ability to provide services with regards to Service Level Agreements.
Simultaneously managed two medium to large scale projects along with several small initiatives.
Reduced costs 50%, on average, by staffing projects with optimum mix of onsite and offshore resources (expert at minimizing idle time of offshore resources).
Won Special Achievement Award for managing rollout of new Insurance product at Merrill Lynch.
Key contributor and driver for achievement of highest maturity level (CMM Level 5) for software group within Global Private Client Technology.
Improved integrity of project implementation and lowered project costs by establishing first-ever peer review inspections, which resulted in early detection of issues.
Additional results included lower cost for issue resolution; accurate root-cause analysis; identification of areas for improvement.
01/1996 to 01/2008
MERRILL LYNCH － Jacksonville, FL
Started as Production Support Manager and steadily increased breadth and depth of experience in IT
project management during 12-year tenure at Merrill Lynch.
01/1996 to 01/1998
Production Support Manager
Managed support teams for insurance-related financial applications and Model Office quality control and release management activities.
Gathered requirements from internal customers and finalized specs.
Managed project budgets and reported status to managers and stakeholders.
01/1991 to 01/1996
IT Project ManagerINDEPENDENT LIFE INSURANCE COMPANY － Jacksonville, FL
Application Systems Development
Programmed software enhancements for numerous projects, including: Government reporting, policyholder administration and internal company-wide systems.
Coordinated company-wide 1098/1099 tax reporting for timely completion of tax forms.
Eliminated manual procedures, enhanced software and automated cost-basis accounting standards for Universal Life insurance policies.
Project cut costs and increased accuracy.
Presented with Recognition Award for developing on-line software that replaced corporate microfilm repository.
Project cut costs and dramatically improved document quality.
01/1982 to 01/1991
IT Project ManagerGULF LIFE INSURANCE COMPANY － Jacksonville, FL
Application Systems Development.
Re-engineered commission-extract program in order to comply with new commission schedule for compensating insurance agents.
New system revised basis for calculation of the amount of agents' compensation.
Rewrote software, which contributed to revenue increases by minimizing development costs and expediting delivery time for new system features.
Education and Training
Florida State College － Jacksonville, FL
Scrum Alliance, Certified ScrumMaster * Six Sigma Green Belt Certification
Capability Maturity Model (CMM) * Merrill Lynch Executive Management Development ProgramProject Management Institute
.net, accounting, Agile, budgets, business operations, business systems, CMM, Capability Maturity Model (CMM), CITRIX, client server, communication skills, consulting, Client, Clients, customer services, database, delivery, documentation, Executive Management, features, financial, forms, functional, Government, Insurance, IT
project management, leadership, mainframe, Managing, meetings, MS Office Suite, Office, MS Project, enterprise, networking, peer review, policies, processes, Process Improvement, Project Management, Quality, quality control, Rapport, Relationship Management, reporting, Risk Management, Scrum, Six Sigma, Service Level Agreements, staffing, Systems Development, tax, vendor management, Workshops