David Phillion Email & Phone Number

Last 7 Years as Portfolio Manager -- Position involves… o Relationship Management with Business Lead and Reportso Work with Business (annual planning & on-going thru year), to understand business plans/objectives and identify, prioritize automation work required to supporto Serve as liaison between Business and IT to communicate needed work and priorities o Monitor work progress, taking action where needed to facilitate issue resolution and assure timely delivery of effective solutions within business approved budget. o Facilitate regular status communication o Annual IT Budget planning/preparation with monthly Budget to Actual and end of year projection reportingo As required, perform Business Analyst and/or Project Manager roles

CPA - performed financial and operational audits for clients such as...- Conrail- Bell Telephone- General Accident Insurance- Multiple Banks and Investment firms- Yellow Cab- Mack Truck