Elected as a member of the Board of Directors to oversee the management and conduct of the organization.• Served as Co-Chair of the Walk With Me event at MetLife Stadium, which raised over $120,000.• Served on the Operations Committee, providing guidance on fundamental program and personnel policies.• Served on the Advancement Committee, helping to maximize philanthropic support for the organization and strengthen awareness of the organization’s mission, vision, values, programs and… Show more Elected as a member of the Board of Directors to oversee the management and conduct of the organization.• Served as Co-Chair of the Walk With Me event at MetLife Stadium, which raised over $120,000.• Served on the Operations Committee, providing guidance on fundamental program and personnel policies.• Served on the Advancement Committee, helping to maximize philanthropic support for the organization and strengthen awareness of the organization’s mission, vision, values, programs and services.• Part of a task force focused on potential merger or acquisition opportunities for the organization. Show less

Elected Chairman of the Board, responsible for the supervision and management of the high-level affairs of the organization. • Directly responsible to the Board for all significant matters pertaining to the welfare of the organization. • Preside over all meetings of the assembled group to insure its business is conducted in an orderly fashion.• Ex-officio member of all committees, except the Nominating Committee.

Selected to be part of the new GTO Transformation Team, responsible for managing the top enterprise level initiatives in the organization.US Location Strategy Program$400 million multi-year program established to achieve $120 million in annual savings through real estate and workforce migrations.• Facilitate the migration of 4500+ jobs to lower cost areas, primarily in Raleigh and Charlotte, North Carolina.• Coordinate with Corporate Real Estate to insure proper planning and… Show more Selected to be part of the new GTO Transformation Team, responsible for managing the top enterprise level initiatives in the organization.US Location Strategy Program$400 million multi-year program established to achieve $120 million in annual savings through real estate and workforce migrations.• Facilitate the migration of 4500+ jobs to lower cost areas, primarily in Raleigh and Charlotte, North Carolina.• Coordinate with Corporate Real Estate to insure proper planning and site support for target locations.• Establish and maintain actionable program metrics, including labor savings, real estate savings, recruitment, and one-time program costs.• Analyze real-time data and implement both tactical and strategic solutions to insure program success.• Develop and automate key processes across major corporate functions, such as Human Resources and Finance, to effectively manage the program.American Life Insurance Company (ALICO) Acquisition$16 billion acquisition that added 20 million customers in over 50 countries and $89 billion in assets under management.• Provide financial oversight for the $350 million IT Integration budget by working with IT and Business partners to establish initiative budgets, track and reconcile expenses, construct and maintain initiative forecasts, and facilitate procurement processes.• Present best-in-class monthly financials to the IT Steering Committee providing full transparency into the IT Integration. Show less

Hired as a member of the Global Applications Project Management Office managing the Investments IT organization. • Actively managed the $100 million budget for the Investments IT organization by supporting the executive team in setting annual budgets, maintaining accurate forecasts, and reconciling expenses.• Implemented a project governance framework and software development life cycle (SDLC) in the Investments IT organization.• Drove process improvement throughout the Investments… Show more Hired as a member of the Global Applications Project Management Office managing the Investments IT organization. • Actively managed the $100 million budget for the Investments IT organization by supporting the executive team in setting annual budgets, maintaining accurate forecasts, and reconciling expenses.• Implemented a project governance framework and software development life cycle (SDLC) in the Investments IT organization.• Drove process improvement throughout the Investments IT organization to improve quality, reduce costs, and eliminate operational inefficiencies.• Provided dashboard reporting to key stakeholders and senior management, including Portfolio Reporting and Financial Health. Show less

Promoted to Senior Program Manager in the Core Applications and Infrastructure (CAI) group supporting the Americas Wealth Management, Global Wealth Management Technology (GWMT), and Global Technology Services (GTS) businesses.• Created, managed, and implemented the Financial Advisor Personal Device Encryption initiative to insure compliance of Merrill Lynch’s 27,000+ Financial Advisors and their staff in 680+ branch offices across the country. This initiative eliminated the risk of client… Show more Promoted to Senior Program Manager in the Core Applications and Infrastructure (CAI) group supporting the Americas Wealth Management, Global Wealth Management Technology (GWMT), and Global Technology Services (GTS) businesses.• Created, managed, and implemented the Financial Advisor Personal Device Encryption initiative to insure compliance of Merrill Lynch’s 27,000+ Financial Advisors and their staff in 680+ branch offices across the country. This initiative eliminated the risk of client information being compromised, insured the integrity and reputation of the Americas Wealth Management business, and avoided the potential average cost of $214 per compromised record.• Conceived, negotiated, and maintained agreements with PGP Corporation and AT&T to insure success of the Financial Advisor Personal Device Encryption initiative. Establishment of these agreements allowed Financial Advisors and their staff to comply with personal device encryption standards with minimal disruption to their $11 billion business.• Oversaw the testing and deployment of Encryption (Credant Mobile Guardian) and Data Loss Prevention (McAfee DLP) products for 40,000+ GWMT-managed workstations. This program eliminated the risk of proprietary information being compromised and allowed centralized monitoring and control of the transfer of sensitive information to removable storage devices, via e-mail and instant message, and through other communication channels. Show less

Created Project Management Office (PMO) function in the Core Applications and Infrastructure (CAI) group supporting $150 million in new development for the Advisory, Banking, Retirement, Online, Global Order Management, International, Investments and Wealth Management, Corporate, Insurance and Reporting, and Integration Support Services organizations in Global Wealth Management Technology (GWMT), as well as the Global Technology Services (GTS) business. • Successfully coordinated and… Show more Created Project Management Office (PMO) function in the Core Applications and Infrastructure (CAI) group supporting $150 million in new development for the Advisory, Banking, Retirement, Online, Global Order Management, International, Investments and Wealth Management, Corporate, Insurance and Reporting, and Integration Support Services organizations in Global Wealth Management Technology (GWMT), as well as the Global Technology Services (GTS) business. • Successfully coordinated and deployed 600+ new development projects to multiple workstation and server platforms.• Developed the CAI PMO to support all GWMT development teams, enabling CAI to effectively test and integrate 20,000+ product builds per year.• Established predictable deployment processes across 40+ server and workstation platforms, decreasing time to market by 50%.• Created and administered Project Center, a proprietary web-based project management portal to support over 5,000 GWMT and GTS projects. The establishment of Project Center provided users with a personalized portal for all project documents, issues, reports, and milestones. The centralization of this information reduced the time spent searching for or reproducing standard documentation and provided real time management reporting for informed and timely decision making. • Promoted improved methods by utilizing Six Sigma and CMMI. Implemented 11 new end-to-end processes into the CAI client service catalog. These additional services enabled CAI to generate $6 million in additional yearly revenue and eliminated many hidden factories in the organization. Show less

Supported the industry leading Merrill Lynch Direct (MLD) online trading platform as the single point of contact for coordinating the end-to-end software deployment process for 150+ Merrill Lynch Direct applications. • Established and enforced standardized review process for each new application developed for the MLD platform. This enabled the detection and elimination of defects early in the process, improved application quality, and decreased time to market by 40%.• Created and… Show more Supported the industry leading Merrill Lynch Direct (MLD) online trading platform as the single point of contact for coordinating the end-to-end software deployment process for 150+ Merrill Lynch Direct applications. • Established and enforced standardized review process for each new application developed for the MLD platform. This enabled the detection and elimination of defects early in the process, improved application quality, and decreased time to market by 40%.• Created and executed production implementation plans to organize and coordinate data center deployments. This reduced the time spent looking for stakeholder contact information during the implementation and eliminated any questions regarding the contents of the production release. As a result, the average time spent on a production implementation was reduced by 30%. Show less

Serviced and managed relationships with Financial Reporting, Shareholder Communications, Portfolio Managers and outside mutual fund vendors.• Provided competitive performance/expense reports and graphs to the board of directors of various mutual funds.• Provided monthly statistical reporting including, but not limited to: Fund Flows, Portfolio Composition, Dividend and Capital Gains, Shareholder Accounts, Mutual Fund Expenses, Fund Performance and Average Assets.• Maintained… Show more Serviced and managed relationships with Financial Reporting, Shareholder Communications, Portfolio Managers and outside mutual fund vendors.• Provided competitive performance/expense reports and graphs to the board of directors of various mutual funds.• Provided monthly statistical reporting including, but not limited to: Fund Flows, Portfolio Composition, Dividend and Capital Gains, Shareholder Accounts, Mutual Fund Expenses, Fund Performance and Average Assets.• Maintained monthly database for Smith Barney's $180 billion under management. • Assisted in the development of a web-based accounts database application.• Provided end-user support to managers, analysts and administrators. Show less

Indexed and scanned various financial documents from hard copy to online database.