Senior Project Manager responsible to manage bank partner transition for primary depository bank, including ACH origination service provider. Managed all aspects of the depository bank transition from PNC to BMO Harris.. Collaborated with Service Delivery and Marketing team to communicate the bank partner change and ACH filter testing requirements to minimize client impact. Monitored three test waves involving client participation. Adjusted communication plan as needed.. Developed and executed cutover plan for on time and successful transition with banking partners . Coordinated with IT, Finance, Bank Operations, and Treasury to identify changes to procedures, processes and ensure operational readiness . Established and monitored project plan, phased test approach, cutover plan, and post Go-Live transition plan

Responsible to secure business and IT resources, manage project budget and timeline, risk management, and issue resolution. Managed various projects for on-time, on-cost, and on-quality delivery. IFRS 17 Compliance Initiative Program to accomplish company compliance per industry-wide deadlines.• Managed vendor assessment and implementation planning for IFRS 17: Contractual Service Margin (CSM) tool.• Coordinated various aspects of vendor assessment to include request for proposal submission, vendor review and demonstrations, recommendation for executive approval, and contract negotiations.. Served as central point of contact between the three potential vendors and Sun Life• Devised a product timeline for incremental implementation which spread the work among the various business areas to ensure success.IT Program Manager for U.S. Actuarial Technology Renewal Initiative to align US and Canada actuarial models to achieve increased efficiency and on-time performance. • Managed the IT portion of the program for incremental delivery of each U.S. product. Includes requirements, acceptance criteria, design, development, acceptance testing, retrospectives, and deployment . Managed on-shore/off-shore resources throughout the 12 work stream program• Worked closely with business areas, project and technical teams of 90+ members. Responsible to communicate progress to executives, business and IT Steering CommitteesManaged US Payroll conversion from ADP Payforce to ADP Globalview to align payroll processes across the company to align with Canadian application.• Managed Canadian and U.S. business partners for a smooth payroll system transition.• Coordinated inbound and outbound application integration. Directed the completion of requirements, design, development, acceptance testing, and deployment.• Created project deliverables, which included, project charter, schedule, cutover plan, change management, and project closeout documentation.

IT and Business Project Manager for regulatory implementation of FATCA (Foreign Account Tax Compliance Act). Managed implementation for three business units - Sun Life U.S., Sun Life International, and Delaware Life. • Managed business requirements, system design, quality assurance, and IT deployment for FATCA Phase One and Phase Two. Twenty (20) applications impacted.• Responsible for project communication at all levels including steering committee and executive presentations.• Designed, coordinated, and managed change according to FATCA and IGA regulations with Sun Life Legal, Tax, Compliance, Corporate, and Business partners.• Established and secured business and IT resources, budget, timeline, issue resolution, and monitored results for committee level review. • Technical and business lead. Produced project deliverables, which include, project charters and plan, implementation and transition schedules, change management, risk analysis, and project closeout documentation.

IT Project Manager for Columbia Management’s $106 billion divestiture of Columbia Funds and transition to Ameriprise. Managed review of BAC data retention requirements, creation of data repository to store and retrieve data, and decommission of BAC systems applications• Coordinated 175 system applications reviews for compliance, regulatory, and legal data retention. • Researched and prepared fact finding analysis to BAC Legal and Compliance for ruling on data retention requirements• Technical lead decommissioning 103 BAC system applications. Coordinated IT system resource teams, application managers, vendors, and consultants to remove infrastructure• Created procedures and timelines with Corporate Finance to move costs down to zero on decommissions of all applications. Reduced cost of ownership from $1.5 million a month to $8000 per month• Managed design and implementation of data repository application to store Columbia data required to be retained• Developed and managed project plan, weekly project status reports, and application dashboard

Project Manager for Strategic Project Services to develop and implement non-US securities new client product offering for Securities Finance Division at State Street Corporation • Manage analysis of global accounting, trade, and settlement systems to determine process flow of transactions in the non-US securities EAFE markets• Coordinate all aspects of the project: business analysis, system development, testing, issue resolution, and deployment adhere to project plan timelines• Manage and evaluate test of transactions through the various systems: trade, settlement, sub-custodian, depository, reconciliation, income, and corporate action systems• Document business analysis, test plans, and deployment strategy

Wealth division business user analyst for Bank of America, N.A. contributed to the successful $142 billion business and system transition of U.S. Trust’s wealth management division. Developed and documented process workflows for migration of client information to Bank of America client system. Created User Acceptance Test for account information migration to Bank of America PACE system. Participated in mock conversion of account data to PACE systemBusiness user analyst to implement industry-wide ACATS system for U. S. Trust, N. A. Worked with DTC / NSCC to provide a timely and automated settlement of trades in the financial industry• Documented process workflows for inbound and outbound asset transfer• Evaluated workflow for process improvement and implemented change• Created documentation and trained users on the ACATS process• Designed test scenarios and evaluated the testing cycle on the newly developed asset transfer application Plan and implement centralized account opening and closing unit for 39 national offices in U.S. Trust. Documented process workflows for receiving and tracking account opening and closing documents for national rollout of centralized unit. Create front office and middle office guides and checklists to efficiently handle account information. Wrote training manual and provided training for office on data entry of account and client information. Evaluate and recommend changes for more effective process throughout the rollout phases

Managed data integrity review and resolution process of account information transfer for 15,000 trust accounts . Developed project plan for pre-load, dress rehearsal, and production account data testing . Research and resolve operational discrepancies arising from source and US Trust data transfer. Maximized US Trust resources applied to pre-production, dress rehearsal, and production account phases . Supervised user testing of 750 account static load test to ensure data integrity

Assisted in Global Plus trust system conversion for $8 billion bank in Kansas City, MO• Managed implementation of tax transaction and payment system, developed project plan for tax system interface to Fast-Tax, assigned tasks, and resolved issues to ensure completion of project prior to April 15th deadline• Resolved pre and post conversion issues between Sungard and operational group for UMB• Supported conversion effort by maintaining issues, documenting solutions, and on-site training

Managed operational and technical aspects of global real-time trust accounting system conversion including $9 billion client. . Developed project plans for system migration, targeted work resources, and assigned task regimens to assure project completion. Ensured completion of process flows, reporting needs, and application training to client resulting in a successful transition of accounting system. Designed and planned for mock conversions, dress rehearsals, Go-No-Go decision meeting, and post-conversion support. Hosted multiple Checkpoint meetings during conversion weekend. Group included executives (client & SSB), IT teams, business, operations, and vendor. Prepared Executive Summaries for conversion events and maintained the Contingency Plan, Conversion Issues, Action and Tasks logs, and Clean-up list. Awarded 2001 Chairman’s Winner Circle Award for successful implementation of Wealth Manager Services’ first outsourcing clientPrincipal, State Street Global Advisors (1996 – 2000)Application Integration Department servicing high net worth and private asset trust clients. Directed business and systems integration between user groups and mapping systems applications.. Determined functional and operational requirements to meet post-operating environment business needs, customizing to precise customer business needs . Managed conversion of functionality transference from legacy, mapping and correlating capabilities to new operating environment . Developed train-the-trainer documentation and training regimens internal and external client service. Trained several hundred users creating modules of incremental training according to rollout time frames. Coordinated and conducted train-the-trainer modules . Design and managed the post-implementation two-week Help Desk /Triage to provide assistance to clients after conversion. Participated in mock conversions, dress rehearsal, checkpoint meetings and Go-No-Go decision meetings