• Partner with Business to define strategic initiatives, create a roadmap, define project prioritization, develop business cases with funding request, and track benefits.• Create and manage program plans (scope, budget, timeline, resource demand, value) leveraging Portfolio Project Management (PPM) tools including Jira and Planview to manage multiple projects.• Implement continuous improvement of PMO governance policies, processes, procedures and standards.• Manage, mentor and coach project managers.• Provide leadership and enable project management system, processes, and best practices.• Facilitate setting goals and decision making from key stakeholders around budget, scope, dependencies, risks, and issues.• Lead and guide collaborative partnership across cross-functional team that include resources from business, operations, technology, and external partners.• Accountable for communication and engagement across multiple levels including Executive Leadership, Steering Committee, business leaders, and stakeholders.• Drive the realization of value through change management including training and communications.• Deliver analytical data capabilities across the enterprise including migration of data from legacy technology to Google Cloud Platform, BigQuery, and ThoughtSpot.• Reduce operating costs and improve business capabilities by migrating the business to cloud Software as a Service (SaaS) solutions. These include technologies utilized by Human Resources, Procurement, Vendor Management, Legal, and Portfolio Management Office.

• Led delivery of programs across Finance and Corporate Services portfolios.

• Managed programs in Finance portfolio.• Assisted with transition to managed services staffing model.

• Improved profitability by leading strategic initiatives for the Claim line of business including vendor management, recovery, compliance, business integration, and talent management.• Managed programs from conception through implementation including operational transformation, SDLC, change management, and managing executive business sponsors and stakeholders.• Deployed changes to systems and best practices across 1,500 claims staff.

• Enhanced Customer Relationship Management product to improve customer retention across Treasury Services, Commercial Banking, & Investment Banking lines of business.

• Led customizations to institutional investment management application.• Deployed web-based systems to workforce of 6,900+ financial consultants.• Automated processes in Managed Products; reducing costs, errors, and time to production.

• Re-engineered customer performance/reporting including the creation of data warehouse and web-based reporting. Reduced processing time from six weeks to two weeks, improving client satisfaction/retention.• Administered the delivery of portfolio management accounting system enabling business unit to complete the acquisition of Deutsche Bank accounts and service $60 billion of new assets under management.• Led the development and implementation of asset allocation system used by personal portfolio managers; improving account management, client satisfaction and retention.

• Implemented redesign of website and addition of E-commerce component creating new revenue stream.• Developed new stock analysis product, resulting in a new revenue stream.• Developed new mutual fund analysis product, targeting a new segment of individual investor market.

• Authored the book A POCKET TOUR OF MONEY ON THE INTERNET • The book was published in five countries and sold 20,000+ copies.

• Led development & implementation of stock analysis product resulting in new revenue stream.• Developed automated systems, reducing costs and production time.• Managed administration of Computerized Investing publication with a subscriber base of 60,000.