Ownership of strategic enterprise scale programs and projects delivering integrated digital Fintech products & platform solutions• Define and manage programs through all phases including roadmaps, scope, resources, budget, timelines, dependencies, change management and delivery• Direct & support project managers, project teams and third-party strategic partners to deliver high quality transformational initiatives on time, on budget• Engage and report to senior leadership / stakeholders on project health, risks, mitigation strategies, resource and budget impacts. Facilitate decisions needed and action plans• Drive projects in agile, waterfall and hybrid methodologies• Lead cross-functional teams on multi-phase, multi-year initiatives • Lead go-live planning and execution; support post implementation testing and hyper-care teams ensuring successful system deployment• Contribute to defining/refining EPMO governance process, procedure and templatesKey Initiatives• Stand up new digital account opening solution & integral components• Integrate third-party product platforms aligning to legacy & new compensation applications• Multi-year journey consolidating broker dealers & RIAs• Migrate disparate telephone systems/vendors to a single cloud-based platform• Manage real estate asset consolidation

Directed all aspects of highly visible and comprehensive projects. • Negotiated project objectives and direction with SBU heads and senior leadership • Translated business needs into comprehensive project plans and executed successful project implementation• Led cross-functional Kaizen workshops to identify and deliver business process improvements • Drove comprehensive underwriting and document management projects replacing antiquated, disparate systems with a single consolidated platform supporting end to end business process• Owned requirements gathering strategy and documentation in JIRA. Led development of UI/UX, workflows, data elements, business rules, test cases and user acceptance testing. Facilitated product demonstrations• Developed staffing forecast model and contributor to portfolio risk analysis model resulting in streamlined business delivery and reduced financial exposure• Manage national business continuity plan documentation, SOX compliance and testing• Earned AFSB designation. Applied this knowledge to develop a new hire course to fast track on-boarding process

Instituted a strategic growth plan for a start-up business unit of a mortgage banking law firm. Anchored an array of field services, including posting, publishing, and trustee sales. Owned all department deliverables, including P&L, budget, variance analysis, financial reporting, data management, and process improvement initiatives. • Led expansion from three counties to five states, holistically supporting FHLMC (Freddie Mac) and FNMA (Fannie Mae) backed mortgage products. • Awarded FHLMC’s and FNMA’s ‘Vendor of Choice’ status by consistently meeting or exceeding strict institutional timelines and vital cost and quality targets.• Identified new market opportunities through strategic analysis of competitors, legal environments and economic conditions.• Built a network with 100+ members to advance strategic partnership goals.

Primary contact for high-profile customers. Developed and managed key relationships for this MIS/ERP software developer serving the commercial printing industry. Results include increased client satisfaction and revenues, and lower training costs. • Oversight of custom software projects to ensure timely completion meeting strict cost and quality standards• Performed on-site and remote management of system ramp-up process for new customers in U.S. and Canada • Focused on individual client needs and objectives contributing to significant reduction of system implementation time by at least 50%; providing the quickest customer ROI to date

Acquired and developed a small real estate operation into one of the ten largest real estate firms in the state of Arizona (source: AZ Business Journal) with four offices and over 400 licensed sales associates.