Managed the technology program plan for the integration of Morgan Stanley Global Wealth Management and Citi Smith Barney. Provided governance for program portfolio of 1,000+ projects in development of the Target Operating Model platform and the Data Conversion.

Defined and implemented project management processes and tools for the Morgan Stanley Smith Barney joint venture, and drove adoption and execution across staff of 5,000. Provided governance and financial management for $550 million technology project portfolio.

Director, Technology Program Management OfficeLed financial management and governance for $300 million project portfolio and resource management for 1,500 staff.Director, Technology DeliveryManaged a Technology Delivery organization with staff of 70 and budget of $10 million. Delivered solutions for Wealth Management, Customer Relationship Management, Branch Portal and Bank Based Advisor platforms.Director, Private Client Service Delivery Business ManagementCreated the Business Management function for a delivery organization with 700 staff. Established operating procedures, financial controls and program management processes.Senior Vice President, Financial Planning and Corporate AnalyticsManaged a Technology Delivery organization with staff of 60 and budget of $12 million. Delivered solutions for Financial Planning, Corporate Analytics and Financial Advisor Portal platforms.