I retired from Charles Schwab in April 2021, however; in December of 2021 I re-emerged (part-time) as a vendor partner with LEVATA Human Performance

Responsible for the successful execution of a diverse set of projects supporting organizational strategies. Build and manage the critical relationships with project executives across the organization, and directly oversee work produced and delivered by the project teams. Work closely with Project Services Resource Directors to optimize project staffing / resourcing assignments and provide regular, meaningful feedback on the performance of staff.

Recruited to establish and lead an Enterprise Portfolio Management Program • Designed in-take process, project management methodology, scorecards, and prioritization model• Provided resource planning, leveling and field impact analysis• Orchestrated and executed enterprise wide strategic programs in support of the company’s multi-year plan. Emphasis on short and long-term solutions, with limited dependency on IT. High touch change management to ensure engagement and sustainability

* Governed a $35M IT Portfolio, achieving annual capital & expense budget and delivering ROC of 127% • Overhauled and deployed the IT Methodology based on industry best practices, lessons learned, and audit findings • Streamlined Portfolio Review Board governance by providing clear portfolio financial and project stage gate reviews, allowing for informed decisions to be made • Established effective repeatable process for IT’s LRP and Annual Planning activities, which is transformed into an executable, prioritized portfolio • Demonstrated creativity by developing an education framework for training all audiences on our methodology, allowing easy adoption by other areas • Planned and facilitated Resource Allocation workshops which drives our ability to align internal resources with the right projects, while providing visibility to forecasted demand for external providers • Led various activities and forums all driven to connect the right people with the right information and drive process improvement in support of brilliant execution

Leader for strategic initiatives in HR, IT, Ops, and Front-end