Bachelors of Business Administration, Information Systems, Summa cum laude
TIAA-CREFNew York, NYDirector, RIT Portfolio Governance & Strategy01/2013 to Current
Administer $250M IT project portfolio, coordination of multiple delivery units and alignment with business organizations
Led IT annual planning and budget cycle
Led process improvement project to streamline PMO/BMO process
Managed portfolio governance and reporting activities to align with business units and communicate IT progress and status
Standard Insurance CompanyCincinnati, OHAssistant Vice President01/2010 to 01/2013
Standard Retirement Services Company Senior executive with positions responsible for New Business Implementation, Transaction Processing Operations and Account/Client Relationship Management.
Co-led change business transformation effort. Drove process standardization, streamlined processes and employee behavior changes across client-facing and back office operations functions to improve quality, customer service and satisfaction.
Sponsored rapid implementation of Salesforce.com for Customer Service organization.
Led business efforts to evaluate legacy record keeping platform options and set direction.
Implemented workflow and performance measures to manage organizational/team performance.
Fidelity InvestmentsCovington, KYVice President, Technology01/1997 to 01/2008
Retirement Services Company Drove service model, application strategy and IT investment priorities. Led business case development, capital allocation and portfolio management processes for Fidelity's Retirement operations organization.
Proposed and led the conceptual design project to develop the future state operating model, processes, enabling technology requirements and 5 year roadmap for Fidelity Investments' 401(k) operations.
Led cross-functional transformation program and Program Management Office (200 team members, $22M technology budget, 30 projects, $20M in annual benefits).
Built and managed a business unit process improvement team which delivered $2+ million in annual business improvements using Six Sigma Projects. Implemented Balanced Scorecard. Senior Operations Executive for Fidelity's small and mid market 401(k) Transaction Processing organization (500 operations associates across multiple teams and sites).
Led the pilot project to offshore back-office operations to Bangalore, India, realizing significant cost savings. Senior Technology Executive for Fidelity's emerging corporate market 401(k) business unit, providing technology strategic direction, leadership and relationship management to the business. Managed organization of 100+ technology associates and ~$12M budget responsible for application development, maintenance and support of business applications. Oversaw multi-site desktop/LAN infrastructure teams supporting 2000+ users. Interfaced with corporate infrastructure/IT organizations.
Managed efforts to design and develop service team applications to support scalability of small market service model across sales, client onboarding and client support.
Led the technology design team for Fidelity's e401k® product. Built and deployed the online sales website. Leveraged the web self service components to the existing customer base of 14 million participants, delivering substantial cost savings.
AccentureCincinnati, OHConsultant01/1984 to 01/1997
Provided IT and management consulting services through client engagements across multiple industries. Responsible for practice development, client relationships and project delivery including:
Developed and led the practice administration infrastructure to manage Andersen Consulting's SAP Solution Centers to support global growth of key practice area.
Managed the Information Management function for a large New England managed care company to provide informatics for merged companies.
Defined the technology strategy and implementation plan/budget to support a hospital's transformation to a patient-focused care operating model, realizing an 18% overall cost reduction in hospital operating expenses. Project Manager for delivery of client solutions including:
Managed effort to implement new business application software (Order management, A/R, Inventory, A/P and GL) for spin-off subsidiary in a leveraged buy-out within an accelerated timeframe (3 months) in order to support post-divestiture startup of operations.
Led the implementation of a Laboratory software solution for a Federal government superfund cleanup site, supporting the multi-year effort to completely remediate a former nuclear facility.
Managed the design, development and implementation of a custom integration architecture to interface hospital's registration system to other ancillary systems, in order to realize administrative efficiencies and improved quality of patient information. Systems analyst and programmer as part of custom software development and package installation projects across range of clients, industries, technologies and functional areas. Activities included design, coding, unit/systems/user acceptance testing, conversion planning, training and implementation/rollout.
Bachelors of Business Administration:Information SystemsUniversity of Cincinnati, Cincinnati, OH, USUniversity of Cincinnati, Cincinnati, OH Bachelors of Business Administration, Information Systems, Summa cum laude
Operations, Management Consulting, Budget, Relationship Management, Million, A/p, A/r, Application Software, Architecture, Federal Government, Gl, Integration, Integrator, Inventory, Laboratory, Order Management, Pricing, Project Manager, Solutions, Superfund, Wqarf, Application Development, Client Support, Lan, Maintenance, Onboarding, Sales, Strategic Direction, Acceptance Testing, Clients, Coding, Rollout, Software Development, Structured Software, Systems Analyst, Testing, Training, User Acceptance, User Acceptance Testing, Process Improvement, Offshore, And Account, Customer Service, Receptionist, Retail Sales, Salesforce.com, Satisfaction, Workflow, Governance, Pmo, Progress, Benefits, Business Case, Business Case Development, Conceptual Design, Portfolio Management, Program Management, Project Management, Six Sigma, Six-sigma, Associate, Cost Reduction, Managed Care, Sap, Operations Management, Systems Design