Current role: Program Change Lead for Global Wholesale Banking; Global Loan System ConsolidationPrior Roles: Program Manger CRM/Sales Tools for Corporate, Investment and Commercial Banking; Service Delivery Manager, Sales Tools and Enablement; Transition Management LaSalle & Merrill Lynch; Compliance, Global AML Conversions.Transition and Transformation Change Management and leadership, business & IT alignment, operational logistics and management, Adoption management and sustainment.End-to-End Global Delivery Execution and Stakeholder Management; Americas, EMEA, Asia / PacRimBusiness Case Development; secured funding and managed project budgets to $40 millionOverall management responsibilities include Investment Program Portfolio Management, Delivery Execution, Status / Project Health, Financial, Resource, Issue / Risk Management and Enterprise Standards / Quality Adherence Routines. Management of Change Adoption and Sustainment; audience / stakeholder analysis, identification of success criteria, performance metrics dashboard, training and communicationManage development of high-level and detailed business process flows (current and target state) in conjunction with business process engineering. Key Assignments: Global Banking and Markets (Global Loan Platform - Commercial Real Estate, Syndicated Large Corporate, Commercial Business Lending, GWIM) Corporate Bank (Treasury / Debt – CRM & Business Intelligence Data Strategy), Investment Bank, Commercial Bank (Middle Market), Transition (LaSalle, Merrill Lynch), Compliance (AML)Program Manager - Global Loan Platform, Loan IQProgram Manager - Channels Receivable Program Sr. Change/ Service Delivery Management - Global Corporate, Investment and Commercial Bank CRM (Sales and Performance)Program / Project Management – La Salle TransitionProgram / Project Management – Global Anti-Money Laundering (AML)

Operated as Consulting Partner, Program Delivery for Keane engagements (April 2006 – January 2008) within the Business Transformation Consulting Group and as Managing Partner for the Outsourced Program Management Business Line.Focus: Transformational change and leadership, business & IT alignment, operational logistics and management, product / service development and extension.

Business & IT Operations Transformation, Alignment, Strategy, Program Management and Governance. Key Sector Experience: Healthcare (Payor; HSA, CDHP), Financial Services (Mortgage, Brokerage), Insurance, Publishing (Magazine), Retail (Catalog), EcommerceRepresentative Clients: Bank of America, Keane, Marsh, Inc., Wells Fargo Home Mortgage, Starbelly.com, Weider Publications.Applications have included BI, CRM, SFA, Operating Environments; Transaction Processing, Claims, Enrollment and Billing, Underwriting, Call Center, HRIS and shared services implementations (BPO, AO, Inhouse).

EVP & General Manager for First to Market E-commerce application providing online customization of promotional products. Focus: Brand, Business Operations, Marketing & MerchandisingVC funded (Chase Capital Flatiron) Business sold to Halo, leader in catagory for premium on C-Round.

Group Publisher responsible for Circulation development, New Media Development (E-commerce and Relationship Marketing) Custom Publishing and Brand syndication.

Developed technology and information services products targeted to support Relationship Marketing efforts of Consumer and B2B MarketingManaged project teams responsible for the development of client marketing database, statistical modeling, data mining and reporting infrastructures to deploy targeted communications and pre-qualification programs ranging 10– 250 million contacts annually. Managed Brand Strategy, Marketing Communication, and Agency. Designed and implemented market research including panel studies, customer and market segmentation studies and product testing.

Established and managed Program Office. Project included creation of business case and model, financial analysis, forecasts, acquisition of funding, strategy development and implementation of development, operations and production infrastructure for Enterprise Level Centralized Relationship Marketing Resource Center with distributed business services application and production hubs.Secured funding and managed $20 million annual operating budget and $60 million capital project budget with 20% ROI/EVA hurdle rate.Managed vendor and supplier identification, evaluation, selection, negotiation of fees and contract deliverables.

Developed technology and information services products targeted to support Relationship Marketing efforts of Consumer and B2B MarketingManaged project teams responsible for the development of client marketing database, statistical modeling, data mining and reporting infrastructures to deploy targeted communications and pre-qualification programs ranging 10– 250 million contacts annually. Managed Brand Strategy, Marketing Communication, and Agency. Designed and implemented market research including panel studies, customer and market segmentation studies and product testing.