 Provide subject matter expertise in area of resiliency. Coordinate the development, maintenance and testing of all resiliency plans and/or exercises by all business units or other stakeholder groups. Provide guidance and support to business units or other stakeholder groups to ensure all resiliency activities are understood and executed. Lead/manage resiliency projects as required to ensure the readiness of emergency response teams, business, technology, or other relevant teams. Facilitate work sessions, exercises and discussions with relevant teams and oversee follow up activities.  Leader on the team. Provides direct feedback to peers, coaches on best practices during difficult conversations, and mentors in an effective manner.  Monitor progress and trending of resiliency activities. Prepare management reports and identify positive or negative trending. Track, analyze and provide resiliency metrics and dashboards to leadership. Support the development, maintenance and testing of the resiliency tools, plans, third parties, equipment, systems, and data repositories. Provide expertise and guidance to stakeholders to ensure resiliency activities are understood and executed. Manage processes and procedures that anticipate and react to change in ways that enable the organization to survive, thrive, and evolve. Identify essential services, define recovery objectives, and map critical dependencies. Assist in the response of significant business disruptions. Document results and develop after action reports and identify lessons learned from real and simulated significant business disruptions.  Interface with Technical Resilience and Crisis Management teams to execute multi-disciplinary projects and programs.

Responsible for all Crisis Management program activities, including: Effectively interact with business units to develop crisis response plans. Apply existing knowledge and skills to develop fit for purpose crisis response strategies across the organization and perform activities in support of the end-to-end Business Continuity program. Conduct Risk Assessments to identify threats, risks; perform analysis to develop cost effective and viable mitigation measures. Coordinate and facilitate crisis response exercises. Document results and lessons learned from crisis response exercises and live events. Conduct Awareness and Training activities with business units and report results. Support the facilitation of crisis management activities for a wide variety of physical, operational, technology, and cyber security incidents as needed.

Established/managed/tested Business Unit Continuity Plans in the Enterprise Technology (ET) business continuity program Developed, led, and managed business continuity and IT Contingency plans and exercises for 2300 employees. This included business operations and SaaS/PaaS IT plans. Provided consulting services and direction to senior management to ensure that the plan met all requirements of the program including the identification of critical business functions, as well as criticality and recovery time frame requirements. Developed and implemented new risk acceptance form and process. This new process closed the gap of the previous program from 90 to 30 days and ensured application owners complied with standards sooner. Participated in and lead advanced planning and implementation of plans related to significant crisis responses to events effecting Fidelity (e.g., COVID-19). Plans were prepared and reported on time and identified gaps promptly resolved to ensure resiliency. Led Agile and JIRA Methodology for tracking project for Business Resiliency. Always stayed on time and tasks for JIRA stories and epics. Liaison with key partners and Executive Management to ensure that adequate contingency planning documentation and testing is developed and maintained.  Developed new awareness campaign by which management and employees truly knew their role and responsibilities during a crisis event.

Established/managed/tested Business Unit Continuity Plans for Fidelity Institutional Asset Management (FIAM) and Clearing and Custody (FCCS). Responsible for Fidelity Distributors Corporation and Fidelity Investments Institutional Services Company Broker Dealer plans. Maintained responsibility for Event Management best practices within the organization and team for 7000 employees. One major event was the National Day of Mourning in December 2018.This was executed flawlessly. Provided best practices and knowledge sharing of Business Resiliency specific topics at BCM industry conferences (Disaster Recovery Journal – 2018 and 2019). Topics included how to build efficient Event Management Teams and how to run an effective vendor management program. Worked with external RIA clients to provide oversight and guidance on best practices for maintaining resiliency plans.  Led Vendor Management Program which documented internal recovery plans and developed and led strategic and robust business resiliency tabletops for all key critical vendors to show resiliency. Shared results with senior management.  Implemented Fusion Risk Management System and Everbridge and trained end users on all aspects of using this tool. This training document was well received and received accolades from management. This experience is inclusive of leading and mentoring staff and employees, as well as being responsible for staffing requirements, budgeting, and periodic engagement status reporting.  Actively involved with the development and teaching of entry-level training materials during new staff development.

Establishing/managing/testing Business Unit Continuity Plans Led diverse teams on Crisis Management Event Management calls during unplanned interruptions to business operations (e.g., Super Storm Sandy). Coordinated transportation for all associates at strategic locations in NY/NJ due to the loss of mass transit.  Identified continuity gaps for business functions and developed sound resolution opportunities to mitigate risks. Gained acceptance from Executive Management on key gaps on critical applications and vendors. Developed Tactical/Resumption plans for all functions to provide adequate coverage during a facility, systems, or pandemic illness event. Reviewed these plans with Executive Management annually without incident. Developed repositories of data warehousing information around historical business continuity data for future review and analysis. Created a best in class SharePoint site for our team and business partners. Recognized by the Senior Leadership team with the Fidelity President’s Circle Award for exemplary service to my division. o Created a World Class Crisis/Event Management Playbook and provided exceptional leadership during multiple large-scale Crisis Management events.

Establishing/managing/testing Business Unit Continuity Plans and Operational Risk managements for controls environment Supported Outbound Financial Communications/Publishing Services Divisions which had 500 employees.  Participated and led Event Management and Business Continuity exercises to ensure resiliency within the overall operations.  Conducted Business Impact Analysis and Threat Assessments and risk assessments for detailed business processes to identify gaps and mitigate risk to the operations. Over 200 BIA and TA’s completed annually. Conducted and coordinated with internal and external auditors on risk controls assessments to satisfy requirements of physical access controls for SSAE16 audits. No audit findings under my span of control for these audits.

 Provide superior Security response services for the company in various disciplines. Provided Executive Protection for Company Principal officers during on- and off-site events. Coordinated action plans with event and property security teams as part of the advance party to ensure an all hazards approach to event safety and security. Conducted Risk Assessments to mitigate risks to operations and provided bi-annual presentation on Safety and Security Awareness to Investor Center employees. Shared results with senior management.  Coordinated the deployment and implementation of a new Security Control System for the entire region.  Chosen as an Advanced Lenel Device Programmer with direct oversight of four Regional Programmers. Provided superior customer service to site associates for physical security and first responder coverage, as well as employment background processing, internal investigations, information security, and community awareness. Gathered and presented data in cooperation with Corporate Investigations for quantitative analysis and reporting on trending incidents.

 Developed messaging for marketing materials, internal and external communications, and intranet and extranet portals. Prospected and presented database and applications deployment solutions for general business and major accounts: Oracle, VERITAS, Sun and custom applications. Exceeded daily quota of 100 outbound calls per day. Handpicked over eight other team members to establish new territory in Burlington, MA in February 2001. Established and maintained three vendor relationships in a two-year period. This included relationships with Oracle, Sun and Cisco. Excellent team relations with consultants, site directors, and technical engineers when working to close multi-million-dollar technology sales contract with Hanscom Air Force Base in New England. Led the effort to get our sales team in the door. 105% of quota Q2, FY2002.

Leading provider of medical supplies and surgical equipment to doctors’ offices. Prospected and trained over 100 clients on internet-based order management system, CustomerLink (sm), as well as assisted Outside Sales consultants by up selling products to their clients from premier vendors: (e.g., Technol, Kimberly Clark, BD, Terumo) Worked with outside sales consultants in meeting and exceeding monthly sales forecasts 11 months out of a 12-month period.• Provided support to clients such as Baylor Healthcare Systems and Medical City Dallas. Responsibilities included inside sales support and internet product support.

Leading soldiers in daily tasks and maintaining military standards. Held Secret Clearance from 1998 to 1995 while on active duty.  Worked with Major Command Structures in developing new methods of effective operational readiness. Communicated timely reports to upper level management regarding operational readiness by using various reporting tools and applications including weekly Situation Reports (Sit Reps) and monthly Unit Level Manning Reports. Received high marks on all yearly inspections on training documentation set forth by Army Standards and Training Doctrine. Trained subordinates on latest internet technology and worked with Major Command Structures in developing new methods of internet procurement. Implemented innovative vehicles for customers to order supplies online using e-mail. Completed entry-level management training and developed teamwork skills within all levels.