Rick Lapka, Pmp Email and Phone Number

• Managed the planning, organization and implementation of project activities including requirements, conversion, design, development, QA & UAT to successfully launch the Yodlee integration (the largest integration to date for the organization) onto the Envestnet Platform.• Provide central leadership for the planning, management, and execution of existing Client Firm onboarding migration efforts onto the acquiring entity’s platform.• Convert legacy Client Custodial Data to facilitate the existing Portfolio’s used for Trading, Client Profiling, Client Performance Reporting, Compliance and Risk Management Reporting.• Document client business requirements and identification of business specifications for enhancement needs.• Provide start-to-finish project support by developing and maintaining project documentation including scope statements, implementation timelines, project plans, open issues, workflows, meeting agendas, meeting minutes, configuration requirements and executive management dashboard reports.• Coordinate discussions with subject matter experts on configuration and back office integration onto the new platform.

• Training and Capabilities:Manages a strategic program consisting of multiple projects to ensure program budget and timelines are adhered to and overall program objectives are met. Establishes a team, allocates work streams, identifies risk, mitigates risks, and assigns responsibilities. Communicates project status and manages senior stakeholder expectations.Receives and remediates stakeholder escalations.• Team Leadership and Management:Managing large team, supporting global delivery network while ensuring services adhere to performance metrics.• Implement / Improve Methods and Processes:Implement improved methods/tools from time to time to drive continuation improvements in service delivery.• Setting Productivity Goals and Taking Measurements to Adhere to SLA/KPI:Responsible for setting and measuring the quality and productivity metrics.• Maintaining Staffing Levels:Recruit senior service delivery team members.

• Creates and executes project work plans and revises as appropriate to meet changing needs and requirements.• Identifies resources needed and assigns individual responsibilities.• Manages day-to-day operational aspects of a project and scope.• Reviews deliverables prepared by team before passing to client.• Effectively applies our methodology and enforces project standards.• Prepares for engagement reviews and quality assurance procedures.• Minimizes our exposure and risk on project.• Ensures project documents are complete, current, and stored appropriately.• Facilitates team and client meetings effectively.• Holds regular status meetings with project team.• Keeps project team well informed of changes within the organization and general corporate news.• Effectively communicates relevant project information to superiors.• Delivers engaging, informative, well-organized presentations.• Resolves and/or escalates issues in a timely fashion.• Understands how to communicate difficult/sensitive information tactfully.• Possesses general understanding in the areas of application programming, database and system design.• Understands Internet, Intranet, Extranet and client/server architectures.• Maintains awareness of new and emerging technologies and the potential application on client engagements.

• Handled regulatory responsibilities o Reg T calls o House Call o Buying Power Calculations• Protected the firm against overly leveraged clients. • Also worked as an Financial Advisor in the branch network o Was a top performer in terms of production numbers for asset gathering and retention.