Colleen Barry Email and Phone Number

Senior Program/Project Manager leading several high-impact, multi-year programs in the Institutional Retirement space.Lead a team of project managers in executing high-impact programs and projects in support of key RPWS initiatives. Manage relationships with multiple lines of business and technology teams. Effectively identify and manage program risks, dependencies, and resources. Drive communication and readiness plans end to end and across organizations. Mentor team members to help… Show more Senior Program/Project Manager leading several high-impact, multi-year programs in the Institutional Retirement space.Lead a team of project managers in executing high-impact programs and projects in support of key RPWS initiatives. Manage relationships with multiple lines of business and technology teams. Effectively identify and manage program risks, dependencies, and resources. Drive communication and readiness plans end to end and across organizations. Mentor team members to help drive professional growth within the organization. Show less

I enjoy writing during my free time and self-published (under a pen name) six fictional novels and two short stories since 2013. Achieved best seller status in USA TODAY as well as on Barnes & Noble and Amazon. Received critical acclaim from the independent publishing community (authors, reviewers, bloggers). Implemented a successful marketing plan supporting the release of all of my books. Manage the publication process of all novels (creative, editing, print, distribution) as well as work… Show more I enjoy writing during my free time and self-published (under a pen name) six fictional novels and two short stories since 2013. Achieved best seller status in USA TODAY as well as on Barnes & Noble and Amazon. Received critical acclaim from the independent publishing community (authors, reviewers, bloggers). Implemented a successful marketing plan supporting the release of all of my books. Manage the publication process of all novels (creative, editing, print, distribution) as well as work closely with public relations professionals to ensure successful marketing and media exposure. Show less

Program Manager for multi-year, large scale change initiatives spanning multiple business lines.Led the Field Support Ops2020 initiative. Managed $15 million program budget, partnering with multiple lines of business and technology teams. Effectively identified and managed program risks, dependencies, and program resources. Drove communication and readiness plans end to end and across organizations.

Managed the development of various online product delivery enhancements across MyMerrill, Benefits Online and Bank of America online platforms. Interacted on a daily basis with all levels of management internally and externally. Effectively communicated with and managed multiple relationships with product and business owners. Drove Agile principals and adoption throughout the development and business teams.

Managed various critical projects supporting the Private Banking and Investment Group Thought Leadership team. Successfully applied my vast marketing background and experience to the role to help streamline and create efficiencies. Effectively communicated with and managed multiple relationships with product and business owners. Recognized for superior partnership, communication skills, project organization and diplomacy. Managed multi-channel communication projects and campaigns… Show more Managed various critical projects supporting the Private Banking and Investment Group Thought Leadership team. Successfully applied my vast marketing background and experience to the role to help streamline and create efficiencies. Effectively communicated with and managed multiple relationships with product and business owners. Recognized for superior partnership, communication skills, project organization and diplomacy. Managed multi-channel communication projects and campaigns (eCommunications, digital) liaising with key business and product partners and external creative agencies/vendors. Managed the legal review process of all marketing materials. Established the Private Banking and Investment Group’s online presence on LinkedIn. Effectively managed all marketing deliverables for the PBIG Thought Leadership team. Show less

Managed the development of various online product delivery enhancements across 401(k), Equity, Defined Benefit and Non Qualified Deferred Compensation plans. Interacted on a daily basis with all levels of management internally and externally, including Institutional level Retirement clients. Effectively communicated with and manage multiple relationships with product and business owners. Recognized for superior communication skills, project organization and diplomacy.

Contract consultant on a multi-million-dollar vendor transition project for TIAA Cref Client Communications teams. Worked closely with business and IT partners to build out requirements to support a large communication transition and transformation program. Contributed to the development of a capacity planning model implemented by the technology team to streamline and prioritize incoming work. Involved in creating the foundation and execution model for the overall project deployment. Easily… Show more Contract consultant on a multi-million-dollar vendor transition project for TIAA Cref Client Communications teams. Worked closely with business and IT partners to build out requirements to support a large communication transition and transformation program. Contributed to the development of a capacity planning model implemented by the technology team to streamline and prioritize incoming work. Involved in creating the foundation and execution model for the overall project deployment. Easily assimilated into an Agile project environment. Show less

Managed proprietary plan participant communications deployment focusing on participant education utilizing print, email, online and telephony channels. The deployment of these programs is largely responsible for driving in plan utilization rates and driving the capture of post plan relationships and retail assets. A recognized leader, partner and mentor within the business as well as with external partners. Led from concept to deployment an integrated, multi-channel print, web, telephony and… Show more Managed proprietary plan participant communications deployment focusing on participant education utilizing print, email, online and telephony channels. The deployment of these programs is largely responsible for driving in plan utilization rates and driving the capture of post plan relationships and retail assets. A recognized leader, partner and mentor within the business as well as with external partners. Led from concept to deployment an integrated, multi-channel print, web, telephony and direct marketing campaign that contributed to increasing post plan asset retention rates. Managed successful participant (in plan) education campaigns reaching over 1 million participants annually that consistently drive participant action, higher than industry average response rates and revenue for the firm. Developed scalable and repeatable campaign execution plans that include process flows, data management, marketing collateral toolkits and testing to support efficient and error free deployment. Performed ongoing participant/market research and demographic profiling to identify and capitalize on successful programs and unmet market needs. Ability to adapt campaign strategy quickly to respond to campaign performance and activity metrics. Show less

Led business strategy and group administration functions for Personal Retirement Group. Helped drive the group business objectives from inception to measurement partnering with senior management. Developed strategic presentations and vision documents. Group administration responsibilities included internal employee communications, compensation, salary and staffing planning as well as budget and performance management oversight.

Managed relationships with 16 Registered Investment Advisory (RIA) firms with total assets in excess of $2 Billion. Responsible for growing the assets held at the firm by consolidating RIA external relationships and increasing product and trading revenues at Merrill Lynch. Built and sustained relationships with Merrill Lynch Financial Advisors and provided market research and daily trading support. Coordinated the sale of restricted and control stock on behalf of the underlying RIA clients.

Assisted a multi-million dollar producing Senior Vice President in managing assets of over $500 Million. Performed complex trading functions specializing in hedge positions (options, straddles, short sales). Prepared sales presentations for prospective clients tailored to each individual.

Assisted a multi-million dollar producing Senior Vice President managing assets of over $1 Billion. Acted as liaison between the client and the Investment Executive. Performed all trading functions for client accounts utilizing direct contact with NYSE, OTC and Fixed Income traders. Prepared profit, loss and income statements for clients on a periodic basis. Processed all operational requests for clients.

Performed client service and research functions for 401(k) plan participants. Developed technical manuals to document operational procedures.