GLOBAL STRATEGIC PROGRAMS DELIVERY:Partnered with CISO & Cybersecurity Leaders onCIO & CISO Cybersecurity Program ReviewsBOD Program ReportingInternal-External Audit SupportGlobal Change ManagementGlobal Training EnablementCyber Events SupportXFN Team Engagements:Cyber Security Architecture & Engineering, Data Security & AI Governance, Global Risk & Compliance, Info Security Identity & Access, SOC & Vulnerability Mgmt, Detection & Response, TA & Ops, People Services, Global IT Infrastructure, IT Program ManagementIT Planning & Operations, IT Helpdesk, VendorsGLOBAL SERVICE DELIVERY MANAGEMENT:Service Delivery TrackingService Metrics Dashboards Vendor Service Controls MatrixVendor Products MaturityVendor Services PartnershipProduct Security ClearanceProcess TransformationsSecurity Risk AssessmentSecurity Clearance for Integration TestingVulnerability Tools StreamliningPost Incident Security ImprovementsProduct Security Lifecycle AssessmentPPM Tool: Clarity, Smartsheet

TECHNICAL PROGRAM MANAGEMENT:Features & EnhancementsAcquired Office TechnologyGlobal Office TechnologyXFN Team Engagements with Product Management, Business Technology, Infrastructure, Network, Wireless, M&A, Systems Integrators, Business TeamsPORTFOLIO MANAGEMENT:Slack Strategic Portfolio Planning Portfolio Strategy & ManagementPlanning & RoadmappingBUSINESS INTEGRATION:Slack & Salesforce Merger & Acquisition InitiativesM&A Pre & Post Harmonization ProgramsSlack Operations Process IntegrationsSlack Collab Apps Integrations & MigrationsPPM Tool: Smartsheet

PORTFOLIO STRATEGY & MANAGEMENT:Strategic PlanningPortfolio-level strategic themes definitionFiscal year planning framework to identify top opportunitiesStrategic roadmap, capabilities, continuous planningTop initiatives prioritization, leader approvalsPortfolio risk managementPortfolio resource allocationPortfolio review board administrationPortfolio pipeline demand mgmtKPIs, impact & benefits realization Governance of portfolio processes & best practicesPortfolio performance assessmentDynamic process design PORTFOLIO DELIVERY: Operations (Software, Employee Experience, Logistics & Support)Collaboration (Unified Comms, Media Prod, Collab Apps)Identity & Access Mgmt (Engineering, Security, Risk & Compliance)Global Development (IT Infrastructure, Workplace Tech)Financial (Software Spend, Annual Budget, Software Vendor Data Integrity)LEADERSHIP PROGRAMS:Slack on Slack Software Spend Reduction Zylo & Contract Data Cleanup Continuous Improvement Culture AmpPROCESS, TOOLS & GOVERNANCE:Designed the first intake & portfolio processPOC owner for Smartsheet Calendar add-on for Roadmap viewsPOC partner for Smartsheet Dashboards, Control Ctr & Dynamic ViewsPartnered w/ Strategic Planning team to expand portfolio process to BizTechTECHNICAL PROGRAMS:Connecting strategy with delivery Technical projects delivery XFN leader & stakeholder engagementsXFN complex initiatives planning Technical lead oversight (req, design, testing, change)Work-in-progress risks, issues & status Led implementation of Rimeto Product for SlackLed implementation of FedRAMP for SlackSalesforce M&A - Collaboration Apps, Operations, Employee EnablementPPM Tool: Smartsheet & Atlassian Jira Cloud

TESLA OFFICE OF THE CIO - IT PMO [Portfolio Manager]Operations | Infrastructure | Engineering | Product Security | Info Security | ManufacturingManaged Key Functions for CIO & Senior IT Leaders:Strategic Project Portfolio Management - Top 20 InitiativesPortfolio Roadmap CIO Steering Committee Program Review BoardIT PMO GovernanceDemand Pipeline ManagementTop 20 Initiatives Planning & PrioritizationExecutive Status ReportingProgram Mgmt, Change Mgmt Process Engineering, Improvement Strategies, Dynamic Work DesignPortfolio for Jira implementationPPM Tool: Portfolio for JiraSOLARCITY OFFICE OF THE CTO - CUSTOMER OPERATIONS [Portfolio Manager]Global Programs | Product Management | Software EngineeringManaged Key Functions for Senior Leaders of Product Management, Customer Operations & Software EngineeringProduct Roadmap for Product Management, Software Engineering, Digital, NPI, Customer, Fulfillment, Sales & ERPProduct Portfolio ManagementExecutive Status ReportingWork In Progress Product Portfolio FacilitationProduct Manager Engagement Global Program ManagementChange ManagementNew Initiatives, Features & Backlog Management Scaled Agile Product Assessment (AgileCraft 10X)PPM Tool: Smartsheet & AgileCraft 10x Scaled Agile (POC Product Assessment)

PORTFOLIO MANAGEMENT:Portfolio Management, Governance of the Customer PortfolioRoadmap Planning for Sales, Partner, Mktg, eComm, M&A portfolioDashboard Reporting of Customer Facing InitiativesPortfolio, Programs, and Project Reviews with Senior IT LeadersWork-In-Progress Team Reviews, Escalations, Issues/Risk Mitigation, Change ManagementSteering Committee & Leadership EngagementsBUSINESS ENGAGEMENTS:Channel Partners, Business Transformation & Automation Business Leader Engagement for Critical Deliverable ApprovalsXFN Leadership & Stakeholder Engagements with Sales, BTA, IT Applications, IT Operations, IT PMOTECHNICAL PROGRAM MANAGEMENT - CRM & PRMSales & Partner Enterprise, Digital, and eCommerce Initiatives Salesforce CRM/PRM Integration InitiativesIT Architecture Review Board ApprovalsIT Security & IT Risk Compliance ApprovalsIT Release Management & IT Change Management ApprovalsIT Operations and IT Network Infrastructure EngagementIT PMO Forum Member for SDLC Process ImprovementsIT PMO Phase Gate ApprovalVendor Dependencies ManagementBusiness New Product ImplementationPPM Tool: HP PPM Center

PORTFOLIO ADMINISTRATION:iShares, Retail, Global-EMEA, AsiaPac, LatAmPipeline & Intake Process ManagementGovernance & ToolsCRM Program AlignmentPrioritization and RoadmappingResource & Capacity ManagementVendor ManagementTECHNICAL PROGRAM MANAGEMENT:Directed client program to re-platform 4 CRM systems in less than 2 years: -SalesPage, iAvenue, Siebel, SalesLogixImplemented company’s first iPad CRM solutionProgram Dashboard Status ReportingProgram Dependencies, Issues & Risks EscalationsResponsible for directing 7 internal and xfn team deliverablesStaff & XFN Vendor Team Deliverables ManagementBusiness Stakeholders, Program Teams & Relationship Manager engagements:- iShares, US Private Client Group and Global Wealth ManagementPPM Tool: CA Clarity

PRODUCT MANAGEMENT:Managed product design & launch for Siebel Enterprise, Siebel Wireless & Siebel ReportingDesigned the company's first CRM product, Saratoga AvenueImplemented the company’s first mobile product, Pyxis MobileEngagement lead for Sales leadership, wholesalers, internals, ITBusiness solutions architect for Sales & Marketing initiativesDomain SME for Sales & Marketing TechnologiesRoadmap for Sales Force Automation Managed & mentored 7 international staffGLOBAL PROJECT & PROGRAM MANAGEMENT:Managed multiple large scale systems and process integration effortsLaunched Siebel Enterprise, Siebel Answers Reporting & AnalyticsImplemented Siebel Dashboard, Siebel WirelessImplemented Saratoga Avenue SystemsSiebel Onboarding: -IBD, NYSE, VAIO, RIA, FTPA, BRP, DCIO, 401K, Key AcctsSiebel Integration w/ Enterprise Client System, Siebel Territory MgmtPyxis Mobile, Avenue Data Migration, Saratoga AvenueSales Force Automation Tools, Integration of Summary Prospectuses International Document Mailer for EMEA PeopleSoft HR Commissions Tracking for Wholesaler CompCRM Prioritization / RoadmapBusiness Data Migration ArchitectSupervised and mentored 5 team membersPPM Tool: MS Project

BUSINESS SYSTEMS ANALYSIS & DATA INTEGRATION:CTI Integration with Saratoga Avenue and Preview DialerSaratoga Avenue Retail IntegrationOmnibus, Third Party Data ConversionAutomation of Wholesaler Call Reporting BUSINESS SOLUTIONS ARCHITECTURE: Product Development, Customer Profiling, Contact Strategy, Campaign Management, Systems Integration, Data Normalizing, Process Engineering, Business Process Changes, Call Zone Mgmt, Territory Mgmt, Leads Mgmt, Task Mgmt, Opportunity Mgmt, Hypothetical Workbasket, Dashboard & Analytics, CRM Prioritization / Roadmap, New Software Analysis See lessBUSINESS PROCESS ANALYSIS:Led business digital transformations. Managed business projects.Conducted business process analysis. Created sales process efficiencies.Continuous improvement change agent. Managed business requirements.Re-engineered business processes. Provided Sales Wholesaler CRM product training & support.Subject matter expert on business and IT projects.