Client deployments for Addepar, the premier investment management technology platform.

Project management working on implementation of Point of Sale software solution to 6000+ NAPA Auto Parts stores. Working with vendor to facilitate software development, coordinate releases, integrate solution, and facilitate communication.

Verisk Health, a subsidiary of Verisk Analytics Inc.provides proprietary data, analytics methods, and embedded decision support solutions for detecting fraud in the healthcare industry. My current focus is agile project management standing up an Hadoop environment to support data analytics in the development of healthcare industry tools: detection of fraud, waste and abuse. Using Hadoop, Hive, Hue and other ecosystem tools. Responsible for all scrum practices, ceremonies. Using Scaled Agile Framework (SAFe).

Project management of offshore/onshore development teams for delivery of custom software applications for the healthcare and financial industries. Agile methodologies to promote direct customer involvement in all phases of development. Web site, mobile applications. Onsite work, direct customer management, open communication and status at all management levels.

Project management and business analysis, working in Trust, Project Management Office. Business process evaluation, regulation 9 analysis, project development for Trust and Investment Management applications.

Manage multiple client projects for annual enrollment of Cerdian clients. Work with internal teams and directly with clients, also vendors and partners to roll out annual upgrades and benefit changes. Includes client work in Health and Welfare, COBRA, FSA, BBS, QRDO/QMSCO, etc.

Managed team of developers, analysts and off-shore developers for delivery of healthcare industry financial products, serving over 2000 pharmacy, hospital and physician customers. Project Manager - Eighteen month project to develop major upgrade of claims reconciliation and payment processing systems and new product introduction. HIPAA standards and banking industry compliance environment. Vendor management of off-shore development resources and management of business partner relationships. Responsible for account management to the largest customers, working with customers to implement products and expand business within their organization and develop new products. Product definition for medical lockbox and electronic payments processing. As member of executive committee, help set company vision and strategy.

Managed all customer-facing functions: account management, support department, ASP support and associated projects. Account management for 30 large customers, such as Wells Fargo Bank, US Bank, New York Life, Ed Jones, etc. Responsible for approximately $3 million in steady state revenue. Managed staff of 7 in Utah, California and Kansas. Established Customer Advisory Board for product direction. This group became the "voice" in determining development priorities.Planned and executed annual User Conference with over 100 attendees.Project management for 1 to 4 simultaneous projects developing and implementing financial products to banking, brokerage and insurance companies. Develop process for project management: project methodologies and control, communication with customer and internal management, product development, customer implementations and software release schedules.

Manage/coordinate all Y2K projects for telecommunications company including identification, scheduling and coordination efforts of IT, working with business and legal departments. Oracle development using Oracle Designer 2000 of long distance network and routing.

Responsible for financial projects, including budgets, staffing, schedule, international divisions. New project implementation, customer requirements, development of interfaces, data conversions, on-site installation. Installed SAP accounting software at 24 Westin hotels. Coordinated hardware installation, client setup, data conversions, training. Development and rollout of PeopleSoft HRMS to Westin hotels. Installed Lawson accounting software at Westin corporate offices to approximately 50 users. Maintenance of financial and HRMS systems including system upgrades, patches, modifications. Helped build a PMO at the technology center with project management disciplines, project control, management and reporting.