Currently on assignment at a large Charlotte based Financial Services Institution.Initiative Lead/Consultant: Global Liquidity Risk Management

On assignment at a large Charlotte based Financial Services Institution.Senior Change Manager/Consultant: Global Technology & Operations Risk• Program Manager for Resolvability Enhancement Initiative Financial Market Utility Contingency Planning Analysis Execution• Plan tasks and milestones for multi-generational MS Project Plan incorporating three project work streams• Identify stakeholders and establish communication protocols for project work streams• Provide ongoing governance and control routines (Risk Management, Issue Management, Schedule Management, Change Control) for project work streams • Guide Senior Business Analysts on completion of DAIC (Define, Analyze, Improve and Control) project documentation• Accountable for weekly project reporting to executive sponsorship, PMO and maintenance of the Enterprise Change Management System of Record, PPRT (Program, Project & Risk Tool).

On assignment at a large Charlotte based Financial Services Institution.Consultant: Mortgage Servicing Operations - Home Owner Association (HOA) Servicing GroupProvide business consultation services to the executive team to facilitate strategic planning, process re-engineering and project management expertise to improve operational productivity and drive business results.• Construct monthly presentations to the National Servicing Executive on departmental progress in achieving business goals.• Provide business leadership on projects impacting the Home Owners Association Servicing Group.

On assignment at a large Charlotte based Financial Services InstitutionChange Manager/Consultant: Mortgage Servicing Operations - Cross Functional Initiatives (2012)• Working remotely, lead teams who were geographically dispersed across the United States.• Full project lifecycle responsibility for large scale projects using the DMAIC (Define, Measure, Analyze, Improve and Control) Change Methodology including tollgate presentations and change controls. • Managed project budgets and forecasts ranging from $475,000 - $1.5 million within 3% variance threshold.• Managed business strategies and requirements to ensure the translation to quantifiable business solutions.• Partnered with legal, risk and compliance to ensure projects are in adherence with policies and procedures.• Accountable for weekly project reporting to executive sponsorship, PMO and maintenance of the Enterprise Change Management System of Record, PPRT (Program, Project & Risk Tool).

The Private Bank Wealth Management Custom Credit Group providing leadership for Wells Fargo Integration Projects. Working remotely, led teams who were geographically dispersed across the United States.• Hired and managed additional contract resource to lead User Acceptance Testing deliverables.• Recovered the inherited COLTS/CAIRO/CATOOLS Integration project and improved team communications and team work resulting in a successful implementation.• Re-scoped the inherited CCDD Project due to invalid assumptions by the previous project manager. Required resizing, revamping of the overall project budget, resources, timeline and renegotiating vendor contracts to ensure the delivery met the business need using available technology.• Eradicated a 2 year backlog using imaging technology within 60 days by leading a backlog cleanup project involving both Wells Fargo loan centers and Wachovia Document Storage and Retrieval Group.• Managed loan center readiness with loan operations center leaders to ensure all processes, procedures and training were identified, created and implemented in coordination with technology integration projects.• Responsible for weekly reporting, including issue escalation and resolution, to program directors and executive team.

• Lead $300 million FHA Insuring project involving third party investors on behalf of RoundPoint Mortgage Servicing Corporation’s portfolio resulting in a $500,000 revenue increase and a company bonus of $100,000 by completing 95% of scope in 60 days.• Interviewed, hired and managed a team of 15 direct and 10 indirect reports.• Responsible for weekly Executive and Investor reporting to track the progress of insuring portfolio.• Managed project budget, invoicing and accounts payable.• Setup and negotiated all vendor relationships for RoundPoint Mortgage Company and developed procedures for user setup, management and deactivation. • Re-negotiated and consolidated vendor services resulting in a savings of over $30 per transaction realizing a projected $100,000 annual savings.

• Managed the network migration from Senderra Funding to Archon Group LP resulting in more stable network environment and increased speed.• Managed the retirement of the system of record for all loan originations and integrated the functionality into third party software, Commerce Velocity, impacting all employees and supporting applications used to originate a mortgage. Streamlined the loan processing, resulting in increased efficiencies and accuracy of data.• Directed the identification and implementation of current and future state process flows for the mortgage lifecycle resulting in a more streamlined process.• Performed analysis of all reports impacted by the retirement of the system of record and set priorities for the development of the data warehouse tables. The analysis was used to form the building blocks for the new data warehouse, reporting system and data dictionary.

TIAA-CREF, Charlotte, NC (2006 – 2007)Member of Project Management Office for Open Plan Solutions retirement plan platform for 15,000-plus client institutions. • Oversaw the daily activities of the Functional Design Document (FDD) ensuring compliance with process and procedures resulting in a smooth and efficient delivery.• Re-worked Facilitator’s documentation improving quality and reducing training time for new Facilitators by 25%.SEI Investments, Oaks, PA (2005 – 2006)Liaison role between the technical team and project sponsor for SEI Investments Hedge Fund custom development initiatives in a production environment.• Directed and controlled project scope, risk, resources and budget while managing business expectations resulting in a quality customer relationship. Receive Keane Award of Excellence.• Managed critical issue identification and timely resolution resulting in increased business continuity.• Mentor junior business analysts on analysis techniques, project management processes and relationship management practices to increase their effectiveness and success writing business requirements.• Facilitate requirements definition for custom reporting resulting in reduced rework and increased productivity of the developers.

Provided leadership on large (20 plus people) cross-company teams consisting of business and systems analysts, development, quality assurance, marketing, training and business segments to deliver functionality to 5,000 financial services representatives. Responsible for the full lifecycle of development and implementation of software.• Selected as project manager and lead analyst for the software configuration and implementation of a Siebel Customer Relationship Management system, resulting in increased data security and control while improving customer service by allowing departments to share customer information.• Managed a team of 15 temporary resources manually converting customer data to Siebel. Completed conversion 1 week ahead of schedule and with a zero percent error rate.• Managed the delivery of secure single sign-on technology two weeks ahead of schedule to 90 Branch offices across the United States.• Designed and delivered an integrated cross-company view of customer portfolios and toolset to phone and branch representatives. Feedback was overwhelmingly positive. Received an “On the Spot Award” for analysis.

Determined and specified complex business requirements and developed procedures to process information for large projects requiring a broad-based knowledge of the business and regulatory environment.• Selected as lead Workstation project manager for the annual retail fee project, which contributed to a $10 million revenue increase.• Connected the Brokerage Commission Calculator to a centralized processor realizing a 75% reduction in development time and costs.