Wealth Management Technology Program and Project Manager

* Program Manager and PMO Lead on transformational IT initiatives* Specializing in Program and Project delivery* Extensive PMO leadership and governance advisory work* Aligned with Banking, Finance and Insurance verticals

Short term advisory engagement (independent contractor) – Investor Relations division* Identify pain points and gaps in current state of Project Management* Interview group of Senior Vice President and other stakeholders to set desired future state* Implement portfolio management – prioritize list of active projects into centralized product log* Develop roadmap for implementing Agile Scrum process* Facilitate implementation of Sprint Teams and structure first Sprint

Directly manage programs and projects including IT implementations, new product launches.Assist clients with rolling out new functions within an existing PMO or starting a PMO function from scratch. Clients for Project Management Services include:- TD Bank- Capital Paving (Guelph) - top 50 best managed Canadian company- CWB Group (Milton) - top 50 best managed Canadian company- EdgeStone Capital PartnersClients for PM training services include:Mars Canada (Effem)Santa Maria FoodsMother ParkersMorrison Lamothe

• Solved client’s problem of underestimating resources needed to complete key projects• Rescued $6M project that had seen four failed attempts by previous Consultants• Reset project goals in line with corporate strategy of improved use of existing data• Folded three similar projects into single project to make better use of limited technology resources

Key Project – Mortgage Data Broker Solution• $1.6M budget, 47 team members, seven month timeframe, delivered at 60% of budget and on time• Installed innovative ODS (Operational Data Store) solution in the Mortgage division that acts as a data broker across international Mortgage groups• Rescued this project which had failed twice under previous consultants and Project Managers• Saved 40% of the budget by leveraging existing technology and holding vendor to SLAKey Project – Major Financial System Upgrade (Maximis)• Led cross site team of 22 team members and 180 downstream stakeholders• Implemented major version upgrade focused on regression testing and in house code changes to this investment / trading accounting systemPMO Management• Facilitated PM affinity group of 25 Project Managers in Toronto and Boston• Streamlined the PMO toolkit by 18% and automated 40% of the weekly dashboard update document

Key Project 1 – Corporate Merger / Integration • Led CSI’s largest Program, merging the staff, technology and operations of their closest competitor • Worked closely with the HR Department on change management efforts of the acquisition• Managed four Project Managers and four Executive Sponsors to mobilize the combined workforce of both companies on integration activities (180 team members)• Managed master project schedule and budget and integration was completed two weeks ahead of schedule and 5% under budgetKey Project 2 – Launch centralized PMO• Determined organizational need for Project Management solution and launched PMO as a new department at CSI• Executed Tier 1 project as Case Study for prototyping a companywide approach to projects• Ran internal training program on Project Management and Team Leadership• Implemented portfolio level project reporting Key Project 3 – SunSystems Financial upgrade• Performed a two version upgrade to company’s main General Ledger and reporting system• Worked with software vendor, third party consultants and internal finance team to improve management reporting • Greatly reduced the company’s reliance on excel spreadsheets in the annual planning process

• Selected and implemented an information and financial management system Investran • Scoped and planned ASP hosted Extranet solution (IntraLinks) to integrate with database system• Managed the activities of nine employees, four consultants, and 10 vendor representatives• Negotiated 18% reduction in cost of the software

Applications Packaging, Windows 2000 MigrationPrioritized and conducted the organization-wide migration of 120 business applications from Windows NT to Windows 2000Liaised with 15 Business Relationship Managers and over 40 business side contacts to determine application requirements for the migrationCompleted project in half the time specified in early planning

Project Manager, External Reporting • Improved company’s Annual reporting platform through cross functional project • Researched and helped design an optimized platform that reduced turnaround time by 32%• Oversaw the implementation and testing of the solutionFinancial Business Analyst, External Reporting• Prepared the tables for this public company’s year-end annual report• Queried company General Ledger and collated from other reports to prepare year end actuals• Co-ordinated reviews and adjustments with office of the CFO, Controller and other Accounting staff

• Co-ordinated team of 6 staff members on landmark CRM and Intranet initiative• Compared different software packages by determining business requirements, and evaluating the software’s ability to satisfy those requirements• Completed Business Analysis Report used in the selection of the final solution• Mapped a detailed set of process diagrams to represent invoicing and accounting steps for Credit Capital Market fees earned