Collaborate with enterprise-level managers to implement corporate change initiatives to deploy a state-of-the-art software platform. Formed relationships across internal and external teams to influence critical change initiatives. Analyze present-state and develop alternative future-state approaches to facilitate efficient implementations. • Facilitate weekly meetings with work stream leads to collect updates and guide them through weekly CIO Reporting. • Oversee the automation of various manual processes.• Assist in executing JIRA UAT Testing and documenting test results. Testing was substantially enhanced by previous Agile and Jira experience gained while serving as a Scrum Master. • Administer strategic planning for 2019 Metric Reporting and Change Management Process.• Create a clear, coherent approach to program setup, execution and control. Develop, maintain and report on a comprehensive integrated delivery plan.

Coordinated and directed activities of team members to ensure timely Agile project delivery within prescribed budget constraints. Facilitated the planning process to determine timeframes, funding constraints and allocation of available resources to projects. • Served as Agile Champion for two teams: 1) Credit Risk Platform – supporting the Retail View and Alpide enhancements and 2) the Andes Team – supporting the delivery of robust Capital Calculator tools. • Provided guidance on workflow processes and the adoption of Lean Agile methodology for three project teams. • Effectively managed the merger of two divergent Scrum teams with different approaches to Agile methodology. The resulting team became the model for Agile deployment within the Credit Risk Platform and Andes space. • Managed Version One and JIRA attributes to capture, archive and maintain project artifacts.

Perfomed project management and scrum master responsibilities within Investment Products & Advice Technical Services for the deployment of the Retirement Income Planner (RIP) application. Deployed three releases within a 9-month period, resulting in a total of $1.5 Million in the following improvements to internal and external RIP clients:• Convered from Flex/Flash to HTML 5 (ATOM), introducing a standardized user interface (iPad usage) across various access points. Application was moved from its current database to the Advice platform (683 database) thereby, a) aligning with all other Advice applications moved previously, and b) providing a robust, scalable environment with high availability.• Improved the National Call Center team’s efficiency by providing the ability to create more accurate Retirement Illustrations using RIP.• Implementation of legally required functionality that allowed for the complete sunsetting of Green Sheet/White Sheet end-of-year requirements in addition to the ability to:• Create withdrawals for participants• View the calculation details report as needed for research purposes• Illustrate a 7% withdrawal on TIAA01 funds • Create an illustration on the UD/Admin tool• Calculate the Maximum guarantee periods using IRS tables

Performed project management responsibilities within the Wealth Management Division relating to information technology implementations, upgrades, conversion and recovery. Coordinated resources within and across multiple major projects within a matrix environment. Assisted in defining the scope and impact of requirements, timelines, budgets and provide effective communication of impacts to the organization. Defined and evaluated problems and determine effective solutions. • Managed the $2.0 Million, end-to-end 14-month, multi-iniatitive enterprise effort to build technology, tools, and processes to support centralized GBAM/GWIM event teams. These initiatives were focused on developing common data, improving technology performance, streamlining and implementing common practices across the board. As a result, clients are able to more efficiently and effectively deliver client events, eliminate duplicated efforts, optimize best practices and resources, and consistently measure results.• Administered the $1.5 Million, end-to-end 15-month project that established an event attendee data analytics repository to support the standardized tracking and assessment of event success measures for Marketing Managed events across LOBs. Further, this project aided Senior GBAM marketing management in the maximization of a $30 MM+ investment annually in conferences and event platforms.• Supervised the $2 Million, end-to-end 18-month project which delivered a Marketing Campaign ROI application that transformed an antiquated, manually-intensive set of spreadsheets into a single integrated application. Produced marketing event metrics that enabled the Wealth Management Division to more accurately determine the effectiveness of Marketing Campaigns, thereby ensuring the most efficient allocation of Marketing dollars.

Responsible for the overall tactical delivery of multiple projects within the Enterprise Information Management department for Bank of America.

• Managed concurrent departmental and enterprise-wide projects through the entire project life cycle.• Assessed the efficiency of existing systems for varying Lines of Business to determine whether functional objectives were being met. Recommended & implemented target applications, decreasing redundant systems by 20%.• Crafted the Relationship Management Solutions (RMS) department’s governance process documentation – including a model and toolkit – that ensured the effectiveness of the team, communicated its charter to clients and served as a guiding principle for decision-making. When used as a template for other departments, it reduced their process development time by one year.• Functioned as the liaison between the BIS and CART departments, solidifying the primary client relationship valued at $10M and assisting in the assessment of client needs. Contributions in this role have resulted in a comprehensive and reusable Service Level Agreement (SLA), and the funding of additional resources in the BIS organization.

Served as a Meta Data SME for a large federal bureau, Fortune 500 financial institution, and a major medical equipment provider, thereby ensuring consistent use and accurate interpretation of data.+ Represented the client’s business needs and industry best practice standards on a cross-functional team comprised of DBAs, Modelers, User Interface Experts and ETL Programmers.+ Designed, built and implemented a national Meta Data repository for the US Census Department that reduced Census Data research time by more than 25%. + Proposed policy and technical recommendations on an internal efficiency realignment strategy for a major financial institution, resulting in a 35% reduction in post-implementation re-work and the incorporation of defect resolution into the project methodology.+ Determined and reported efficiencies for Guidant Corporation, therefore cutting the number of required clinical trials in half and shortening the TTM (time to market) timeframe by five (5) years.

Developed and implemented policies and procedures, and served in additional dynamic roles, including managerial reporting, strategic planning, tactical operations and Human Resources / salary administration.+ Responsible for strategic development and implementation of a corporate level enterprise-wide Meta Data strategy, thereby increasing the accuracy of reports used in the corporate decision-making process by 60%.+ Administered career development procedures (to include training), resulting in the promotion of 50% of direct reports and notable career improvements in remaining staff.+ Developed and effectively implemented the Corporate Data Stewardship and Governance Program that proved invaluable in resolving conflicts inherent in the standardization process.

Provided strategic direction, client support and ongoing development of the Platinum Repository Tool Suite.+ Led an eight-month production implementation of a $2M enterprise-wide Meta Data solution.+ Gathered Customer Requirements and proactively incorporated these requirements into the customization of the Platinum Repository Tool Suite.+ Analyzed the Business Process and developed the Enterprise Logical Model.+ Worked on a cross-functional team to incorporate the company’s Logical Data Model into the Financial Services Data Model.+ Established and administered the training curriculum for the Platinum Repository Tool Suite.