Marisa Appolonia, Pmp, Csm Email & Phone Number

Manage projects to deliver solutions across Fidelity Investments’ (FI) Custody and Clearing Lines of Business moving between Waterfall, Agile or a hybrid approach. Projects involving applications and platforms used by Fidelity customers/clients for securities trading, custody, portfolio management and account servicing. Most recent project was the on boarding of an eSignature vendor to facilitate application (i.e. Forms) straight through processing and the development of a forms PDF… Show more Manage projects to deliver solutions across Fidelity Investments’ (FI) Custody and Clearing Lines of Business moving between Waterfall, Agile or a hybrid approach. Projects involving applications and platforms used by Fidelity customers/clients for securities trading, custody, portfolio management and account servicing. Most recent project was the on boarding of an eSignature vendor to facilitate application (i.e. Forms) straight through processing and the development of a forms PDF extraction and mapping capability to enable forms automation processing. Show less

Smithfield, Rhode Island

Managed several projects to enhance customer authentication (i.e. complex password capability, enhanced security Q&A, 2nd factor authentication) across multiple devices, browsers and operating systems.Managed Agile Scrum team to deliver ECS security event notifications using Fidelity’s Communication Driven (FDC) messaging platform. This is the first project where ECS will be integrated with FDC as the mechanism to which business applications can subscribe in order to pick up… Show more Managed several projects to enhance customer authentication (i.e. complex password capability, enhanced security Q&A, 2nd factor authentication) across multiple devices, browsers and operating systems.Managed Agile Scrum team to deliver ECS security event notifications using Fidelity’s Communication Driven (FDC) messaging platform. This is the first project where ECS will be integrated with FDC as the mechanism to which business applications can subscribe in order to pick up notifications and send them out through the appropriate business notification system. The goal of this project was to develop capability near real-time communication of FCPS security events to the user to improve self-reporting the fraud. Managed Agile Scrum team to deploy an API Framework and set of APIs to enable Fidelity’s International Stock Plan customers to perform basis authentication via the Voice channel before transferring to the call center. The goal of this project is to allow for future enhancement or emerging technologies in the authentication space to be more easy to implement Show less

Support business resiliency for the Commercial Operations group (consisting of Cash & Payments, Trade Ops, Commercial Loan Ops & Reconciliation and Investigations) through Business Continuity (BC) plan development, maintenance, and regular testing as well as plan execution due to business disruption. Ensure Business Continuity plans align with corporate policies and standards. Liaise and collaborate with Business Resiliency, Risk, IT, Operations, Audit, and Sales to identify the business… Show more Support business resiliency for the Commercial Operations group (consisting of Cash & Payments, Trade Ops, Commercial Loan Ops & Reconciliation and Investigations) through Business Continuity (BC) plan development, maintenance, and regular testing as well as plan execution due to business disruption. Ensure Business Continuity plans align with corporate policies and standards. Liaise and collaborate with Business Resiliency, Risk, IT, Operations, Audit, and Sales to identify the business operations, processes, resources, and technologies required in building and maintaining optimal BC plans. Included Offshore resiliency planning for India based operations. Show less

Anti Money Laundering (AML) Operations; Designed and implemented a methodology using SharePoint to improve quality and expedite production of AML Ops management reporting. Implementing process improvements involving the collection, reporting and distribution of AML Operations management information.

Worked with senior business architect and stakeholders in Underwriting, Actuarial and Legal to define and deliver systems integration projects to address strategic company objectives. Participated in biweekly PM forums, collaborated with other project managers and influenced efficiencies in PM process and procedures.

Managed one of several projects underway to support a multi-release strategic initiative to re-architect the existing insurance policy system. Led team of 10 to implement changes to three main policy legacy business applications using an agile development model in support of the new architecture being deployed.

Managed several software implementations for the call center voice technology and help desk applications to (a) improve customer service and (b) garner cross sell opportunites for high-profile customers.

Special assignment supporting local project management office(PMO). Coached, mentored 30+ project managers to successfully lead and manage client projects. Facilitated monthly project management forums. Conducted services proposal reviews ranging between $300K and $5M. Contributed to the establishment of a central depository for reusable project and proposal assets.

Generated target services gross revenue totaling $3.5M. Key contributor in the pre-sales efforts to procure new product sales and services. Received the 1997 IBM Golden Circle Award, 1997 IBM Team Award, and 1996 IBM Individual Award. Managed several Customer Relationship Management (CRM) projects for premier financial institutions including Fleet Bank, Chase Manhattan Bank, ABN Amro, Bank of Montreal, DesJardins Bank. This involved the end to end implementation of Customer Relationship… Show more Generated target services gross revenue totaling $3.5M. Key contributor in the pre-sales efforts to procure new product sales and services. Received the 1997 IBM Golden Circle Award, 1997 IBM Team Award, and 1996 IBM Individual Award. Managed several Customer Relationship Management (CRM) projects for premier financial institutions including Fleet Bank, Chase Manhattan Bank, ABN Amro, Bank of Montreal, DesJardins Bank. This involved the end to end implementation of Customer Relationship Management Solutions involving MDp and CallFlow. Show less

Middletown, Ri

Significantly contributed to revenue, profit and utilization objectives by providing onsite software installation, software development, project management, and consulting services to premier customers across the US and UK. Served in the following capacities:o Project Manager - Led teams ranging from 5 to 25 at customer site to implement customized proprietary Call Center and Middleware solutions to deliver automated branch teller, platform and call center business operations.o… Show more Significantly contributed to revenue, profit and utilization objectives by providing onsite software installation, software development, project management, and consulting services to premier customers across the US and UK. Served in the following capacities:o Project Manager - Led teams ranging from 5 to 25 at customer site to implement customized proprietary Call Center and Middleware solutions to deliver automated branch teller, platform and call center business operations.o Software Engineer - Installed and customized customer sales and service applications using ECC’s telephony, workflow management and middleware technologies for premier customers including but not limited to Royal Bank of Scotland (RBS), Bank of England, US Mint, Bank One and AmSouth Bancorporation. Show less

Customized proprietary Payroll and Personnel software packages.

Programmer supporting bank's proprietary Payroll software solution and services.

B.S., Business Management

Activities and Societies: PMI Membership

Certificate, Agile Project Management

Certificate, Project Management

Attended several professional development courses over course of career.