At Opportunity Next Advisors, we work closely with our partners to define, roadmap, deploy, and measure their next strategic opportunities. Transforming your business for the future requires clear definition and a thorough understanding of its organizational impact. We're here to support you in this journey, providing leadership for your portfolios, programs, and projects to ensure alignment with your strategic objectives.

Involved in property and rental management for residential real estate, focusing on maintaining and optimizing properties to ensure tenant satisfaction and long-term value.

I'm committed to developing young men by teaching them the values of hard work, resilience, and teamwork. My goal is to help them always advance, become better individuals, and, in the process, become better lacrosse players.

Onboarding a prominent alternative investment firm with over $64 billion in assets under management (AUM), overseeing the migration of Middle Office, Fund Administration, and Corporate Trust functions to BNY Mellon platforms. This project includes the transition of staff as part of the conversion scope.

In a senior-level role, I partnered with leadership to manage the Government Savings (GS) 529 portfolio and contribute to the broader GS 529 roadmap, ensuring alignment with the division's strategic objectives. I collaborated with internal and external stakeholders, product leadership, and Scrum teams to deliver high-priority initiatives within a fast-paced Agile environment. Led associates and a team of Project Managers, driving execution and maintaining alignment with the GS 529… Show more In a senior-level role, I partnered with leadership to manage the Government Savings (GS) 529 portfolio and contribute to the broader GS 529 roadmap, ensuring alignment with the division's strategic objectives. I collaborated with internal and external stakeholders, product leadership, and Scrum teams to deliver high-priority initiatives within a fast-paced Agile environment. Led associates and a team of Project Managers, driving execution and maintaining alignment with the GS 529 vision.Successfully led the conversion of 529 Plans onto the Unite Platform. Managed the conversion of $23 billion AUM and 1.4 million accounts, including the largest single event involving $10.1 billion in AUM and 385,000 accounts. Oversaw four remote plan conversions due to Covid-19, conducting a comprehensive cross-organizational risk assessment to identify and mitigate potential risks. Show less

Managed overall coordination for 529 implementations and conversions, ensuring seamless communication and updates with state agencies and other stakeholders. Ensured tight synchronization among record-keepers, investment managers, custodial banks, and related parties.Led a multiyear program to expand the Age-Based Glide Path product, positively impacting 30 529 Plans. The program mitigated market risk for 1.71 million accounts, managing $50.624 billion in AUM.

Collaborated with the Divisional CIO and peers to establish a new organization for Product Development at DST Financial Services. Led the Project Portfolio Management (PPM) team in partnering with Technology and Product Leadership to guide product development from proposal through post-development. Managed resource planning for all Scrum teams, ensuring accurate time tracking for financial reporting and Software Capitalization. Developed metrics to help Senior Leadership assess alignment with… Show more Collaborated with the Divisional CIO and peers to establish a new organization for Product Development at DST Financial Services. Led the Project Portfolio Management (PPM) team in partnering with Technology and Product Leadership to guide product development from proposal through post-development. Managed resource planning for all Scrum teams, ensuring accurate time tracking for financial reporting and Software Capitalization. Developed metrics to help Senior Leadership assess alignment with strategic priorities. Championed the transition to an Agile framework for managing projects, programs, and portfolios. Show less

- Managed Portfolio and Resource managers who work with Product Management, Product Owners and Technology management to provide greater transparency into the project portfolio- Align project and program work to Retirement Solutions strategy to improve business management, enhance decision making and expand resource management- Work with Finance, Product and Technology to forecast, track and mange Software Capitalization for the division- Host Weekly Project Portfolio review to… Show more - Managed Portfolio and Resource managers who work with Product Management, Product Owners and Technology management to provide greater transparency into the project portfolio- Align project and program work to Retirement Solutions strategy to improve business management, enhance decision making and expand resource management- Work with Finance, Product and Technology to forecast, track and mange Software Capitalization for the division- Host Weekly Project Portfolio review to identify and resolve any significant issues to drive projects back on track- Create, review and distribute project portfolio reporting to Executive management and internal / external client partners - Ensure that all project data is kept up-to-date and accurate – challenging inputs where appropriate to ensure high-quality data- Champion transformation to Agile framework to manage projects, programs and portfolio Show less

- Managed a team of Portfolio, Program and Project managers who collaborate with internal and external client partners working on client implementations and development projects- Championed the project execution processes, continuously working with the internal and external teams to ensure the project services being provided meet their needs and are adapting to changing circumstances- Developed and provided standardized project plans, metrics and reporting to senior management… Show more - Managed a team of Portfolio, Program and Project managers who collaborate with internal and external client partners working on client implementations and development projects- Championed the project execution processes, continuously working with the internal and external teams to ensure the project services being provided meet their needs and are adapting to changing circumstances- Developed and provided standardized project plans, metrics and reporting to senior management, internal and external client partners for client implementations and programs / projects- Hosted weekly 'Get to Green' project review to identify and resolve any significant issues to drive projects back on track- Ensured that all project data is kept up-to-date and accurate – challenging inputs where appropriate to ensure high-quality data- Partnered with Product and Technology to drive execution of programs and projects through our Software Development Life Cycle (SDLC)- Constant focus on evolving and refining leadership and relationship skills providing the ability to establish and shape strong relationships with internal and external partners / clients Show less

- Collaborated in the creation and the integration of the Securities Finance Risk Group Program Management Office (PMO) - Defined the project governance, prioritization, accountability, transparency to strengthen engagement, oversight to enable effective and efficient decision making- Provided project management to Securities Finance Risk, Global Markets Credit and Market Risk, and Regulatory projects related to Dodd-Frank- Drove project execution to approved project plan through… Show more - Collaborated in the creation and the integration of the Securities Finance Risk Group Program Management Office (PMO) - Defined the project governance, prioritization, accountability, transparency to strengthen engagement, oversight to enable effective and efficient decision making- Provided project management to Securities Finance Risk, Global Markets Credit and Market Risk, and Regulatory projects related to Dodd-Frank- Drove project execution to approved project plan through all phases while tracking budget using Earned Value, risks and issues- Maintained project artifacts / deliverables and provided weekly status updates to the PMO, sponsors and stakeholders- Developed and maintained the Securities Finance Risk Group’s SharePoint sites; which have been tailored to meet management’s needs Show less

- Provided business analysis and project management support of high profile, cross-divisional projects- Liaised with business, development and testing partners- Demonstrated excellent relationship management skills in dealing with all levels of management and interdependent organizations- Employed project management methodologies, including the use of Development Process Framework (DPF), State Street Unified Process (SSUP) and Six Sigma- Participated in Business Continuity… Show more - Provided business analysis and project management support of high profile, cross-divisional projects- Liaised with business, development and testing partners- Demonstrated excellent relationship management skills in dealing with all levels of management and interdependent organizations- Employed project management methodologies, including the use of Development Process Framework (DPF), State Street Unified Process (SSUP) and Six Sigma- Participated in Business Continuity Planning (BCP), Business Impact Analysis (BIA) and serve as Team Leader for the Unit and the Department Show less

- Managed a team responsible for processing securities transactions, coordinating settlements and collecting income- Instilled a client centric focus in all team functions- Set goals and provided ongoing feedback, including formal semi-annual performance appraisals- Interacted with all levels of management, prepared and presented monthly status reports- Actively participated in business continuity exercises and simulations- Developed procedures and controls, minimizing risk… Show more - Managed a team responsible for processing securities transactions, coordinating settlements and collecting income- Instilled a client centric focus in all team functions- Set goals and provided ongoing feedback, including formal semi-annual performance appraisals- Interacted with all levels of management, prepared and presented monthly status reports- Actively participated in business continuity exercises and simulations- Developed procedures and controls, minimizing risk and exposure- Coordinated regulatory reviews and audits- Managed process improvement and cost saving projects Show less

- Communicated directly with internal and external clients as well as with representatives of interdependent organizations- Provided subject matter expertise on a variety of projects- Regularly interacted with multiple levels of management - Trained and mentored new employees

- Communicated with internal clients and sub-custodian bank employees- Coordinated the re-registrations of physical securities- Applied income to client accounts- Submitted physical bonds to paying agents for maturities and calls