Manage and lead team overseeing technology projects and implementations across a highly visible suite of tools that enable the planning and execution of critical regulatory deliverables.• Hired team and defined operating model for the CO Tooling Organization• Implemented tools to facilitate transparency around priority and upcoming releases• Manage key business and technology Stakeholder relationships through regular update forums and ongoing communications• Ensure established standards are followed throughout the project lifecycle • Facilitate workshops to define business priorities into quarterly roadmaps • Work closely with key business process areas and technology teams to establish solutions and ensure transparency throughout the execution of their defined roadmaps• Manage and review financials for technology related spend

Focus on building and maturing controls and process surrounding project and portfolio management for a global organization experiencing hyper growth (recent IPO). Key focus areas included • Automating spend controls with an updated T&E policy and integrated expense audit (Concur) and travel booking system implementations • Bringing transparency and discipline to prioritization of Programs and Projects crossing multiple areas of the Organization

Lead activities across LCD Platforms (services) driving transparency into sustainable opportunities for increased efficiency and effectiveness. Created and implemented governance structure for effective planning and oversight of Legal and Compliance Transformation investment. Align transformation strategy with Firm level innovation direction. Chaired the LCD Innovation Working Group.

Spearheaded transparency initiatives centering on optimizing and standardizing global processes yielding cost efficiencies and risk control across the service. Managed suite of key programs/projects from a PMO and Governance perspective ensuring Stakeholder oversight and engagement.• Created Governance and PMO structure for the management of key programs/projects, including reporting packs, meeting structures and strategies for execution and oversight• Established clear service offerings by directing design, creation and rollout strategy for new procedures.• Achieved $5M+ savings annually across vendor platform introducing internal cost review process efficiencies.• Standardized processes globally as workflow tool Product Owner, achieving automation efficiencies.• Minimized EU GDPR projected impact by creating and launching service solutions and training. • Drove global process optimization with focus on continuous improvement through operational reviews, yielding reductions in cost base.• Executed controlled rollout of change initiatives including related user communications and training. • Effectively managed and communicated on key projects suite in Governance Meetings.

Pivotal role as Global Business Manager for Legal and eDiscovery Sector as part of a $70M IT budget, vectored on cost management and transformational initiatives, transitioning core COO office activities to near shore locations in AMER and EMEA. Created and maintained PMO and governance structure for the effective oversight and management of the program/project portfolio.• Ensured usage efficiencies driving incremental savings of ~10% quarterly, managing cost reviews of consultant staff across function.• Authored and implemented updated Target Operating Model, Including establishment of new organizational structure and budget transfers as applicable.• Contained program actual spend within 5% of forecasts established by Operating Committee.• Promoted information transparency via controls and reporting packs to Senior Management.

Partnered with the Head of Commodities IT and the Leadership Team in the development and management of the departmental strategy and agenda, including the direction of $45M Global Commodities IT project portfolio. Managed budgetary, contractual, and PMO support to Commodities IT division, managing three direct reports. • Successfully finalized scope to convert North American Gas trading to strategic architecture, managing team, and vendor through requirements documentation process.• Oversaw overall cost base of resources, consultants and direct costs realizing cost efficiencies. • Established PMO processes and reporting requirements and implemented across the portfolio.• Led monthly governance and Town Hall meetings in conjunction with senior business leaders ensuring close communication on the delivery of the IT Change and Run portfolio• Aggressively negotiated contracts, advancing issue resolution with 3rd party vendors on behalf of Commodities IT management.• Enabled transparency and agility, accommodating turbulent markets, implementing and overseeing monthly budget management process.• Chaired and managed bi-monthly department leadership meeting agendas, ensuring operations adherence to IB Management direction..

Managed a wide range of IT projects through the entire SDLC including the implementation of a highly visible and strategic customized credit decisioning system.

Provided leadership and direction to complete an internally built Global CRM implementation. - Completed project plan for Sr. Management- Obtained ownership and buy in from key stakeholders- Finalized remaining requirements- Created and managed implementation plan

Evergreen Asset Management, Wells Fargo • Created, monitored, and maintained project plans for trade order management conversion• Successfully managed the replication and implementation of over 90 reports for the target environment across all product teams• Successfully managed the export of all performance history from legacy systems to the target environment • Identified and documented requirements on behalf of the Front and Middle Office • Managed on-site and remote development teams throughout the project • Chaired weekly status meetings, and managed project communications to clients and executive stakeholders • Managed special post go live reporting initiatives for the Fixed Income Desk