(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Career Overview

High-achieving management professional possessing excellent communication, organizational, and analytical capabilities. With more than twenty five years of progressive management experience. Always devising innovative solutions to resolve business and technology challenges. Excels in recruitment, development, and retention of team members.

  • Process improvement
  • Risk management
  • Vendor sourcing
  • Natural leader
  • Unsurpassed work ethic
  • Cost reduction and containment
  • Project development and lifecycle
  • Detail-oriented
  • Superb time management skills
  • Relationship building
  • Systems implementation
  • Troubleshooting
Education and Training
Chubb Institute Woodbridge, NJ Expected in 2009 Web Programming : Web Design and Java - GPA :

Completed Web Design and Java Coursework in Information Technology from Chubb Institute in 2009.

Chubb Institiute Parsippany, NJ Expected in 1992 Technical Certificate : COBOL, DB2, CICS, VSAM, JCL - GPA :
Duquesne University Pittsburgh, PA Expected in 1986 Bachelor of Science : Marketing and Finance - GPA :
  • Cobol II, VSAM, CICS, DB2, JCL, Assembler, REXX
  • Endevor, Panvalet, SORT,ICETOOL, Javascript, X4ML
  • Microfocus Cobol, Strobe, APL, Microsoft Office
  • MVS, Intertest, Viasoft, Rational Suite, File Aid, BMC

  • Reduced annual Mainframe operating costs by over $5 Million Dollars annually for five years by optimizing Batch and On line programs.
  • Recipient of the Dale Carnegie Highest Achievement Award in 2011.
  • Earned a Six Sigma Greenbelt in 2009.
Work Experience
Saic - Senior Project Manager
Flexwork, MD, 02/2011 - Current

Prepared and presented technical proposals for creation of a group dedicated to the horizontal support of the mainframe test environments. Designed and Deployed a self service data mining portal. Designed and Deployed a new Universal Refresh system that automated the Unload, NDM, and Load of over 2000 DB2 tables in each test environment. Automated the Test ID request process. Coordinated the creation and presentation of a Mainframe Best Practice class for the development of more efficient mainframe code and processes.

Cleveland Clinic - Vice President Client Financial Systems
Chagrin Falls, OH, 07/2003 - 01/2011

Designed and Coded the build of the Cross Posting application with full integration with Order entry. Responsible for all client data that is consumed by the Wealth Management Platform for Financial Advisor's and My Merrill Platform for all clients that use this Web application. Coordinated many brokerage conversion processes that were necessary following the acquisition of Merrill Lynch by Bank or America.

Merrill Lynch Advisory And Private Client Tech - Senior Programmer Analyst
City, STATE, 05/2002 - 06/2003

Senior Programmer/Analyst working on the roll out of the Trusted Global Adviser Platform and the Merrill Lynch On-line Platform. Provided senior technical support to both in-house staff and user departments for test data and test ID's to meet their test conditions.

Merrill Lynch Trust Systems - Systems Manager - Trust Systems
City, STATE, 08/1998 - 04/2002

Developed IT strategic vision and drove key departmental objectives. Managed a team of Project Managers to convert all of Trust Systems batch and CICS modules to be Y2K compliant. Managed senior Technical analysts to generate the design of the Omni-Trust to Merrill Lynch Core Project.

Merrill Lynch Trust Systems - Project Manager Trust Systems
City, STATE, 07/1995 - 07/1998

Coordinated and managed conversion of over 10,000 elements from Panvalet to Endevor, Designed and installed Common Trust Fund processing into the Omni-Trust system, Created and shared tools to help developers use the Microfocus Workbench. Coordinated the installation of the ADVENT portfolio management system. Served as Omni-Trust system expert, providing technical support for entire organization.

Merrill Lynch Trust Systems - Programmer/Analyst for Trust Systems
City, STATE, 04/1992 - 06/1995

Troubleshooted and resolved Mainframe application issues escalated from customer support and other departments with a 100% success rate. Prepared and presented technical proposals to clients. Responsible for implementation of new mainframe development projects.

Merrill Lynch Trust Company - Development Analyst for Employee Benefit Trust
City, STATE, 06/1989 - 03/1992

Employee Benefits Business and Development Analysis for the Merrill Lynch Trust Company. Responsible for coordinating annual Project priorities and funding for systems enhancements and maintenance. Coordinated business requirements and system design with the technology teams. Coordinated thorough test cycles and implementation.

Merrill Lynch Mutual Funds - Development Analyst for Mutual Fund Operations
City, STATE, 07/1987 - 05/1989

Streamlined acquisition of reporting requirements and specifications to disseminate across multiple business lines and IT support teams. Coordinated Build and Installation of these enhancements.

Merrill Lynch - Customer Service Representative for Money Market Operations
City, STATE, 07/1986 - 06/1987

Served as a Customer Service Representative, providing technical and business support for Money Market account holders.

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School Attended

  • Chubb Institute
  • Chubb Institiute
  • Duquesne University

Job Titles Held:

  • Senior Project Manager
  • Vice President Client Financial Systems
  • Senior Programmer Analyst
  • Systems Manager - Trust Systems
  • Project Manager Trust Systems
  • Programmer/Analyst for Trust Systems
  • Development Analyst for Employee Benefit Trust
  • Development Analyst for Mutual Fund Operations
  • Customer Service Representative for Money Market Operations


  • Web Programming
  • Technical Certificate
  • Bachelor of Science

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