Various project assignments including a platform Upgrade and a Mutual Funds Share Class * Managing multiple projects for program governance and project management of milestones, tasks, deliverables, project plans, timelines, and budgets within the Retirement Services PMO Group.* Engaged to oversee a $4.4 million TECH build to link equity plan platform accounts to a proprietary discount brokerage platform. Program objective: Sweeping idle cash and securities and enriching the “User” experience. * Oversee an external fund company driven initiative to convert mutual share funds in corporate plan sponsored participant accounts to a less expensive share class.* Aligned multiple work streams within the Retirement Services Unit to meet standardized governance protocols.* Matrix manage program teams comprised of business leads, business analysts, development leads, QA teams, product leads, business owners and testers. * Prepared and presented via SharePoint and WIKI Pages, all program issues, risks, and status for reporting to team members and senior leadership.* Oversee QA/UAT cycles while tracking defect remediation and troubleshooting with business testing.

Engaged to support the COO in the management of a Mutual Funds Advisory Share Fund Class Conversion Program. Program team comprised of multiple work streams with full project life cycle development and deployment of business and technical deliverables being driven by the Home Office across the entire Branch network.

Engaged as a Senior Project Manager to manage a project team, full CMM cycle, as part of an entitlements program upgrade/re-engineering. Project is to consolidate registered representative financial advisor information into a shared database for consumption by downstream Managed Account applications. Included retirement of legacy processes

Bought on board to re-engineer the production technology Custody Operations release process for fixes and change requests as a Business technical liaison. Transitioned to daily oversight responsibility of the application release queue. Included liaison functions with Technology team for prioritization, scheduling, and quality control and daily oversight of an account setup and maintenance platform utility within Custody.

Management Consultant - Sr. Project Manager / Business Analysis - Wealth Management - Performance System Assigned to a Technology Department as a Sr. Technology Liaison responsible for oversight of various aspects of the Performance Measurement FA Platform in preparation for the migration of US Trust business onto the ML Platform.

Oversight of re-engineering of the operational work flow for the Promotional Products division of WebMD. Addressed departmental needs in the deployment of new platform. Areas impacted were Product and Client Management, Business Intelligence, QA, and Technology. Transitioned to managing client launches after launch.

Directed Project Managers implementing Accounts Payables / Receivables and Information Services products. Direct P & L responsibility for Department while overseeing staff of over twenty people. Managed ongoing multi-million dollar pipeline of “complex” implementations for as many as 100 corporate clients. Re-engineered Project Management role to optimize project planning and centralize roles and responsibilities. Achieved record breaking divisional quantity of implementations while maintaining a 98% “client favorable” rating and “product satisfaction” rating in excess of 95%. Instituted Program Management top-down visibility for easy identification of potential project risks by deploying structured solution including best practices and tools and techniques to help encourage repeatable core processes resulting in improved efficiency and profitability.

Directed staff responsible for overseeing the maintenance and support of a Stock Based Benefit recordkeeping application servicing over 3.5 MM plan participants of 965 plans for 650 corporate clients. Responsibilities included oversight of Change Control / Quality Assurance as well a Product Development Technology project budgeting, prioritization, tracking, and scheduling. Set prioritization via committee and secured funding for annual technology budgets in excess of $20 MM. Developed and maintained IT development queues and set prioritization of product development for a multi-tiered application supported by as many as 75 dedicated IT resources. (Mainframe Batch, CICS, IVR, and Web platforms.) Oversaw numerous relationships such as telecomm connectivity support, system entitlements, and Planview. Awarded Annual Leadership Achievement Award for spearheading and overseeing the “Planview” project launch into the first business unit in Citigroup’s GTS division.

Recruited out of Technology Department by the Marketing division to establish a Project Management team responsible for custom technical builds and software deployments for Fortune 100 clients. (Mainframe Batch, CICS, IVR, and Web platforms.). Re-engineered, hired, managed and mentored project management teams for technical / business liaison group. Directed ongoing multi-million dollar pipeline of new business implementations for 25 + corporate clients. Lead project teams in business requirement documentation, GAP analysis, and data conversions. Project management of a team responsible for researching, conceptualizing, and implementing a multi-phase, 18-month Management Stock Option, MSOP, system re-build. Project management of the build of an automated Stock Purchase Plan enrollment enhancement via the WEB and IVR, integrated voice response, application.

IT Programmer/Developer later advanced and promoted to Senior Programmer Analyst. Documented the System and coded and implemented a nightly back up and restore procedure. Conducted systems analysis, documentation, and coding for split of existing production cycle into 3 streams. Designed and coded a new on-line cancel/correction enhancement and presented at a Client Conference. Conducted business analysis and project managed a team of Business Analysts for special assignments. “Critical Path” 1st call programmer responding to nightly production outages, 24 X 7.

Solicited new consumer loans throughout central New Jersey as a 100% commissioned loan originator. Built and developed territory by cold calling and canvassing real estate professionals developing professional relationships leading to repeat referrals and increased business opportunity. Obtained consumer financing, did background credit analysis, wrote and closed automotive loans for several major automotive car dealer groups in central New Jersey. Originated in excess of $50,000,000 in new business working in my own business.