Ken Lefkowitz Email & Phone Number

New York, Ny, Us

Milwaukee, Wisconsin, Us

Kalmas Printing Products provides custom and die cut labels primarily for specialty food, CBD, and beverage producers, in addition to bottles and almost anything printed.

Chiyoda-Ku, Tokyo, Jp

Played a critical leadership role involving strategic planning and execution, change management, risk governance and compliance, team building and training, and day-to-day operational oversight of complex organizational development projects. KEY ACHIEVEMENTS★ Defined and established strategic vision, goals and KPIs, operational roadmaps, root cause analysis and remediation frameworks, and quantitative/qualitative management reporting procedures for a portfolio of projects.★ Devised and implemented a comprehensive turnaround strategy (including training and coaching initiatives) to improve the department's maturity and to ensure departmental compliance with the company’s proprietary PM methodology.★ Designed and championed the implementation of a novel method that facilitated efficient and accurate assessment of organizational skills to inform organizational development initiatives.★ Oversaw all aspects of staff hiring, training, and performance management, including creating and delivering new staff training courses on project planning, communication, risk management/governance, and quality assurance.

New York, Ny, Us

Served as a Wealth Management Advisory & Technology Lead, with responsibility for driving the development and delivery of back-end application integration for a goals-based digital investment product (robo advisory) and new FA platform. KEY ACHIEVEMENTS★ Collaborated cross-functionally with Development, Engineering, Business, and Enterprise Governance teams on program delivery, while managing tools, processes, and governance procedures for a portfolio of front-office technology programs.

New York, New York, Us

Established and managed program management offices (PMOs) for various global programs supporting resolution planning, legal entity realignments, and RFP responses for GSA master contracts within the North America Commercial Cards business.

New York, New York, Us

Provided strategic direction and operational leadership for the development and management of a PMO to support an enterprise-wide transformation program involving the launch of a new sales illustration system for multiple business units. KEY ACHIEVEMENTS★ Leveraged Agile and waterfall methodologies to craft a data-driven strategic roadmap, aligned with front-office investment programs and a robust risk governance framework to enable ongoing measurement and reporting of portfolio risks and status.★ Fostered cross-functional collaboration to enable seamless program execution and transition to BAU operations through the chairmanship of the firm-wide Steering Committee with the creation of program’s SharePoint collaboration site.★ Led the establishment and development of a new enterprise testing organization, including engaging, onboarding, and managing the new testing vendor.

Delivered strategic IT management consulting services for Angelo Gordon & Co, involving competitive analysis assessment of portfolio management systems and the implementation of a defect tracking system.

New York, Ny, Us

Implemented Phase II of the EESA Cost Basis Reporting program, including developing a best practice framework for the global and regulatory PMO, executing complex contingency workstreams, and negotiating legal definitions of key regulatory terms.

New York, New York, Us

Re-designed and modernized legacy retail brokerage and RIA account onboarding processes, with a focus on automating account data use and centralization (using robotic process automation) to facilitate KYC/AML checks and other onboarding processes. KEY ACHIEVEMENT★ Developed detailed business requirements, functional specifications, and test plans for the BPM demo system to promote the new business venture, in addition to advising the IT business owner on efficiencies related to the new organization model.

Newark, New Jersey, Us

Formulated and executed new risk management strategies and best practices to deliver significant improvements in requirements and deliverable quality, defect management, release predictability, and overall user experience.

Managed and optimized the end-to-end product lifecycle to facilitate on-time and on-budget delivery of releases, features, and fixes for a hosted, speech-enabled, self-service, robotic troubleshooting application supporting call centers and help desks.

New York, Ny, Us

Spearheaded an enterprise-wide transformation program (involving every department in the front, middle, and back offices) to convert 143K+ client accounts and launch a new product/business in response to a congressional mandate.KEY ACHIEVEMENTS★ Built a comprehensive operational infrastructure for the program, including centralized governance, executive reporting, communication, and issue/risk management processes, as well as a contingency conversion deployment plan.★ Facilitated organizational transformation and cross-functional communication by developing an online communications portal that broke down firm-wide silos and supported a successful product conversion/launch. ★ Advised staff on leveraging best-in-class project management standards and tools to drive process improvements in program implementation and management reporting, in addition to delivering a course on project management best practices.