Director - Vendor Management Led GWAM IT Vendor Management Office, establishing strategic direction, implementing cross-division vendor management functions, and executing enterprise-wide technology rollouts. Acted as liaison between external vendors and GWAM IT stakeholders, aligning processes with company-wide objectives focused on efficiency, cost savings, and governance. Transforming Business Solutions Expanded inventory from single vendor to 225 vendors with $350M annual spend, ensuring adherence to SLA guidelines and US/Canadian OSFI standards. Assumed enterprise responsibility for $100M vendor account, creating data hub for streamlined invoicing, reconciliation, and negotiation support. Spearheaded print procurement consolidation across seven divisions, generating $4M in annual savings through vendor reduction. Automation Projects Shortened vendor invoice processing time by 80% using payment tool powered by Microsoft Power Apps. Directed global vendor services to optimize alignment with corporate goals, consistently engaging GWAM leadership to support strategic initiatives. Vendor Consolidation and Cost Savings Led vendor and SOW consolidation initiative that reduced resource vendor contracts from 75 to 25, achieving $5M yearly savings through preferred vendor agreements. Facilitated collaboration between IT, Procurement, and Legal to ensure contract and SOW requirements aligned with evolving business needs. Governance and Risk Management Instituted due diligence, risk assessment, and vendor monitoring framework for IT enterprise initiatives. Launched Change Champion Group to enhance strategic supplier programs' communication and change management strategies. Industry Leadership and Engagement Served on ProcureCon 2024 Advisory Board nd as panelist, contributing to agenda development and presenting on advanced vendor management practices.

• In consultation with new and existing clients, composed Business Requirements Documents (BRDs).• Wrote Technical Specifications for review with development team.• Designed new screen mockups and User Interface (UI specs) documentation for client review and approval prior to the development phase.• Led initial product review and testing to ensure all requirements were coded correctly via internal QA platforms prior to release to clients for testing.• Utilized VISIO to depict new workflows for client review and approval. • Added over $3 million in development revenue via new client solutions and implementations.• Increased recurring revenue by 50% year over year with new client deliveries.• Increased new retirement integrated tool vendors by 500% in 2015.• Improved client solution delivery time by 25% with multiple product and design reviews prior to moving to development. • Developed expertise on similar products in the marketplace to set a short and long term product vision.

Solutions Lead/Senior Business Analyst, Solution Design and Delivery GroupApplications Analyst - Solutions Lead, Product Solutions Group• Delivered Business Requirement Documents for multiple projects simultaneously.• Developed Use Cases within BRD’s for accurate business to technical translation.• Led daily SCRUM meetings with both business and technical project team members.• Utilized SNAGIT tool to mockup new designs for mainframe and web-based mockups for client review.• Initiated prioritization of product roadmaps for both short and long term product planning.• Facilitated several Joint Application Design (JAD) sessions across multiple DST RS technology and business units to accelerate the program life cycle by 66% for new TRAC ® related enhancements.• Conducted multiple requirements gathering sessions with clients on site and remotely, partnering with them toward our mutual business and system solutions.• Spearheaded WMSI integration, a new Rollover Services technology vendor with DST, thus increasing revenue opportunities by over $100,000 per year.

Senior Operations Key Account Manager, Broker Dealer Services Group• Re-engineered business processes resulting in industry leading automated solutions and decreased costs for investment, operations, distribution, marketing and product business units.• Project Manager in charge of developing new documentation and presentations for leading clients resulting in 50% decrease in implementation schedules via Access database and new reporting.

• Instituted new daily automated estimate process for Portfolio Management team to report additional daily mutual fund trades for inclusion in daily pricing.• Developed Elite Service teams and communication plans for Pioneer's Key Focus Firms and Back Offices resulting in operational efficiencies and an increased focus on sales.• Managed multi-location teams for multiple mutual fund systems conversions involving both internal and external stake holders.

Client Service Specialist, Sales Product Development Group (2000 – 2002)• Implemented savings program of $1 million by leading inter-division task force to reduce mutual fund dealer statement related expenses.• Reduced query turnaround time by 75% for Investment Management by initiating new reporting mechanism using DST PowerSelect tool and Access database.

Group Leader, Training and Education Group • Created new technology staffing report for Senior Management resulting in centralized resource for budgeting, forecasting, and reducing headcount expenses.• Served on company-wide task force responsible for establishing corporate standards used for implementing computer-based training (CBT) program and in-house CBT room and library.

Participated on a leading Mutual Fund industry task force to successfully manage integration of Y2K procedures with the NSCC.Led Mutual Fund industry task force to establish new testing platform with the NSCC resulting in more timely and efficient testing methods for mutual funds and broker dealers.Enhanced customer service by leading feedback forum meetings resulting in new monthly newsletter.

Supervisor, Wire Order Room (1984 – 1993)• Increased productivity and reduced headcount by pioneering conversion to NSCC Automated Mutual Fund Trading System.• Coordinated collection of over $1 million in reclaim of mutual fund as-of losses with broker dealer community.• Supervised and managed a team of 18 wire order traders to ensure completion and confirmation of all mutual fund daily price dependent trades with MFS’ Investment Management team.