Ensures that the >$285m investment portfolio - including all programs under the portfolio - are PMF (Program Mgmt. Framework) compliant with reporting, data integrity, application mapping, capitalization requirements and all other Group Strategic Change Mgmt. policies that govern a significant investment spend. Is responsible for ensuring that data quality of the portfolio – including cost and investment classifications, business or IT benefits and quarterly investment drawdown decisions – are all aligned for monthly, or quarterly Group Executive Board (GEB), reporting. Runs program management training sessions, ensuring all data integrity checkpoints are understood and adhered to. Responsible for the portfolio’s cost recovery processes and associated tool maintenance and adherence

Program/Project Manager for Wealth Services managing $9.4 million in development budget and staff for strategic projects within the Alternative Investments, Mutual Funds, Insurance, and Annuities spaceCoordinating, attending, and contributing to SDLC Tollgate Milestone Review Meetings to include: Business Requirements Signoff, Stakeholder/Approach, Design Review, and Pre-Production Readiness Review meetingsFacilitating business requirement’s gathering meetings, assisting in the drafting of SDLC documentation, working across cross functional teams to ensure the administrative and management needs of our IT development managers are supported Contributed to the development of the annual Budget Forecasting across the Wealth Planning Technologies Team. Continuing with the Tracking and Analyzing the monthly IT spend across this team to ensure that our spend stays within our variance thresholds. Maintained the PPR – Portfolio Performance Report across a group of seven IT group managers with a collective spend of thirty-five million in IT projects.Ensured that programs and projects across the portfolio were adhering to the SDLC (Software Development Lifecycle). Ensured that SDLC artifacts were completed during the necessary IT tollgates. Built and maintained a SharePoint sites for the efficient tracking of projects, issues, risks, and project related expenses

PMO Consultant: Advanced Excel - Quantitative Analysis, Data Manipulation and Presentation, Visual Basic, PM and Analysis Tools and Techniques, MS Visio and SQL, Financial Industry Business Analysis as well as learning the Information Technology Infrastructure Library (ITIL) concepts and techniques for managing IT infrastructure, development and operations.FDM Group is an international IT services provider with offices in Brighton, London, Manchester, Frankfurt, Luxembourg, Zurich, New York and Hong Kong. FDM services over 200 clients worldwide in 6 service areas: Project Management Office, Development, Testing, Application Support, Infrastructure and Training.

Assisted management in the creation of detailed project budgets and conducted detailed wind energy sector analysis Built and sensitized wind power valuation models from wind turbine power generation calculations leading to the creation and development of integrated pro forma financial statementsCreated investment marketing materials to include pitch books, letters of intent, memorandums of understanding, and term sheets for presentations to potential investors to include venture capital, private equity, banks, and joint venture partners Assisted management in meeting with mayors and local government officials, federal government agencies, potential suppliers, turbine manufacturers, lobbyists, and union officials

Successfully fulfilled the duties and responsibilities of the First Sergeant during annual training June 2010 for Delta Company 492nd Civil Affairs Battalion in the absence of the First Sergeant.Managed Commander’s Emergency Response Program (CERP) portfolio of reconstruction projects worth in excess $20 million dollars in the Karadah Political District, Baghdad, Iraq.Managed schedule and set priorities for a cross-functional team of engineers, soldiers, interpreters, and contractors in conducting assessments on existing, planned, and potential reconstruction projectsIdentified variances and initiated processes with the Baghdad Regional Contracting Center to adjust project contracted costs on several projects resulting in savings of thousands of dollarsMaintained meticulous attention to detail in the auditing and QA/QC of projects that was paramount in the resolving of several high profile projects that had either stalled or required rework by entering into complex negotiations with contractors resulting in improved project terms and conditionsActed as a liaison between State Department officials, civilian area experts, and combat maneuver elements during movement and security operations.

Made Commandants List (top 10%), Psychological Operations Advanced Individualized Training Course at the John F Kennedy School of Special Warfare, Fort Bragg, North Carolina, Sept 2003Analyzed and evaluated strategic media products in order to influence behavioral change in the targeted population; Developed presentations, broadcasts, and other products in order to effect such change in the target audienceParticipated in the Wind Supported Air Delivery Systems Project – Yuma Proving Grounds, AZ, an experimental Unmanned Aerial Vehicle project to improve upon the airborne delivery of psychological operations productsLed, supervised, and mentored up to 15 subordinates as Squad Leader in Bravo Co, 229th Military Intelligence Battalion, Presidio of Monterey, CA; while completing the Russian Basic Intensive Course

Received recognition on the Top New Account Performer's List for June 2001, for opening more new retail accounts and small business accounts than other branches throughout the Twin Cities Metro. Generated leads and prospects for investment sales representatives and arranged annual meetings with existing account holders to conduct portfolio reviews with investment analysts.Informed and educated customers about the benefits of banks products; responded to individual questions and developed solutions to suit specific needs of clients.