2021 - Current Engagement:District of Columbia - Oracle Fusion Implementation District Wide.Role: OCM BPR and Training Senior for the Budget To Report Team.Collaboratively deliver innovative yet practical change management solutions for a range of business challenges and transformation efforts. Lead team across change management disciplines, including communications, training, business readiness, and stakeholder engagement through actively engaging and building relationships with colleagues and clients, while advising key stakeholders in a variety of change management best practices and approaches. * Develop change management strategies based on considerations of the client's environment, stakeholder needs, and the desired future state. * Oversee the analysis of change and stakeholder impacts from the client's transformation initiative. * Engage with client leadership to promote sponsorship and commitment.o 2018-2021 Change Management Lead - National Institute's of Health OpenText ECM ProjectRole: Change Management Lead (PMO)Served as a core team member of the Office of the Director, worked closely with transformation office and being the overall change management lead of business technology change for nine NIH Institutes and Centers. Orchestrated organizational change management approaches to drive adoption and behavior change related to the Documentum and OpenText ECM project.o 2014 -2018 Senior Adviser and Change Management Strategist - NASA’s Office of Education Project led for Stakeholder’s Analysis and Lead Author for Communications Strategy to facilitate and mitigate natural resistance to change processes and promote adoption of new technologies. Worked closely with clients to help manage Business Applications including ERP/CRM encompassing all aspects of the change journey . Created critical deliverables, worked closely with clients, and applied change models to support clients toward their goals.

Directs all phases of change management, communications, and stakeholder engagement programs from inception through completion. Develops change agenda and intervention programs to support business change implementation. Ensures policy/program changes affecting employees do not conflict with the organization's objectives. Identifies risks, impact, timeframe and cost of change to achieve planned future state. Responsible for the cost, schedule and technical performance of company programs or subsystems of major programs. Acts as primary customer contact for change and stakeholder engagement program activities, leading program review sessions with customer to discuss cost, schedule, and technical performance. In coordination with the Senior Enterprise Content Project Team, lead the development of an enterprise wide business strategy for ECM@NIH, and work closely to business units throughout the NIH to promote the ECM@NIH vision to implement a digital workplace. Implement the change management strategies and leverage models required to achieve ECM@NIH goals. This includes conducting needs assessments, gap analysis, process improvement exploration and oversee the implementation of various tools used to support stakeholders’ need, facilitate internal understanding of customer needs and activities. Engage a diverse cross section of the NIH staff in the creation of a ECM strategy that will influence the ECM@NIH, multi-year, multi-million-dollar project.Formulate change management plans, stakeholder engagement actions, goals and priorities, and determining the approaches necessary for effective accomplishment and implementation of ECM@NIH. • Coordinates the ECM@NIH change efforts of NIH Offices and Divisions. • Achieve ECM goals by engaging effectively with stakeholders at all levels across the NIH, including technical subject matter experts, IT staff, business partners, vendors, senior management, and others.

Zephyr Group (sub-contractor)(NASA Office of Education) Leads team of software developers, engineers, and web graphic designers to collaborate solutions and ensure project tasks are completed on time, on budget, and within scope. Plans and leads communication initiatives to strengthen awareness of knowledge sharing benefits, agile methodologies, processes, procedures and tools. Serves as a program advocate to ensure that program objectives are met. Evaluates program effectiveness and implements program changes. Coordinate and conducts training and organizes information that needs to be communicated Identifies concerns that may raise, and ensures the proper audiences are reached Serves as member of the NASA Office of Education IT Strategic Planning Team. Supporting knowledge management initiatives by analyzing program technology requirements, advising team members and leadership, developing technology plans and strategies, and implementing and managing technology solutions. Advises management on all technology matters and ensures that the knowledge management team is provided management services and support. Evaluates and provides recommendations on new internet technologies to provide access to knowledge products repositories and services for command through online websites, portals, communities of practice, and other web-based applications and tools. Lead for stakeholder analysis and communications plan. Expert knowledge and experience in plan processes, critical analysis, build consensus, determine service strategies and change management practices, with a strong ability to deliver via robust processes and well-defined service levels. Expertise in a consultative approach with clients to define needs and issues, develop meaningful requirements, and analyze results to advise and recommend solutions to clients. Facilitate requirements meetings, stakeholders’ meetings, and usability tests.

Identified opportunities improve process and policy controls through deep understanding of customer and departmental business requirements. Collected and analyzed data to detect deficient controls, duplicated efforts, extravagance, fraud, or non-compliance with laws, regulations, and management policies. Conducted operational audits; including interviews, reviews, and issues tracking with senior level employees up to C-level managers. Reviewed policies and procedures for compliance to industry regulations (FINRA, SEC, OCC). * Led Enterprise Wide Risk Review for Business Continuity and Disaster Recovery Audit. Successfully partnered with business management teams to determine project scope and develop requirements. Recommended process improvements, gained agreement from management, and monitored implementation progress.* Developed templates in Excel to improve engagement efficiency, improving engagement utilization by 10% on average.* Led project team on 3rd-party integration to leverage complementary verification technology. Identified gaps during analysis for Key Investment Services system conversion to Net Exchange Pro and recommended procedural improvements, and monitored implementation to ensure completeness, effectiveness, and consistency to support migration of middle office operations to a single system; goal to reduce administrative costs and improve inter-departmental efficiencies.* Collaborated with department auditors and executed a Risk-Based Methodology change management initiative to improve audit scope and pin-point appropriate internal controls for risk analysis of all internal audits and reviews.Internal Audit – Conducted reviews of operational and internal controls for asset management processes• Conducted process walk-through’s •Recommended appropriate actions to eliminate control weaknesses, mitigate risks and improve compliance with regulatory requirements.

Developed investment market penetration strategies and closed business with key non-profit and governmental institutions.Acted as the engagement lead with Chrysler Corporation to create a three-year strategic plan for providing Financial Planning classes to the employees of the company. Planned, developed, and conducted financial planning classes. Implemented 5-week / 10-hour financial planning course for - UAW [Daimler]-Chrysler employees. Results: Course renewed and delivered annually over a three year period to four plant locations; to more than 250 participants, resulting in more than $3MM in net new assets and 200 completed financial plans.Consulted with corporate and public-sector clients to identify cash management requirements, present solutions, and sell fixed income products and services that met the evolving requirements while building company revenue. Conducted fixed income break-even analysis for non-profit organizations and developed 'market-free' portfolio approach for equity investment portfolios. Increased investment client's asset base to $40 million over three years.Utilized analytic tools and primary research to develop suitable managed money investments; plans developed based on clients' objectives, risk tolerance, timelines, and market conditions. Identified risk tolerance thresholds and guided construction of sound Investment Policy Statements for non-profit institutions.* Selected for Salesforce.com client relationship management pilot program and implementation. Result: Achieved efficient and more collaborative communication between financial adviser partnerships and higher client retention rates. Platform was implemented corporate-wide designed and delivered a CRM solution for tracking business leads across the enterprise, increasing cross-functional collaborations and creating a central project and contact database.

Responsible for complete client engagement life cycle, to include liaise for company messages, client development, and portfolio management policies.* Presented client and prospective client training programs, conducted workshops and seminars. Conducted more than 50 workshops, community presentations, seminars, and education forums and generated $3MM in net new business.* Instrumental in partnering with local Investment Firm to join Schwab within its Asset Management Portfolio program for individual investors.

Responsible for sales of financial planning and investment related services. Planned, developed, and executed strategies that resulted in increased net new assets and top line revenue growth. Identified profitable markets and improved on product and service positioning to target female, minority, and non-profit organizations which were under represented in market share. * Major Accounts won included Cleveland Housing Network, UAW- Daimler Chrysler, and Center for Mental Retardation.* Connected with diverse client groups and championed financial literacy through developing and delivering monthly financial planning seminars. Recognized for user-friendly presentations, that resulted in client retention rates over 90%. * Specialized in variable annuity sales. Result: Increased investment client base from zero customers to more than 240 customers within 36 months. Assets under management increased from zero to more than $3 million within 12 months and to more than $16 million over a 5 year period.