Martello Re was created to support insurers in the asset-intensive life and annuity markets. We help insurers grow profitably and consistently, while ensuring they are well positioned to deliver on all their promises to policyholders.

The Program Management Office for Investments (PMOfI) is defining and executing how the Investment Management function operates across project and program management in order to grow MassMutual's ~$300 billion General Investment Account (GIA).As the Head of Program Management, I am accountable for:Establishing Vision/Strategy•Responsible for setting the vision & strategy for how the PMOfI will mature and advance to meet continuously evolving business, regulatory and customer needs•Identifies and researches new technologies, methodologies, and processes and provides recommendations for acquiring, integrating, extending, customizing and eliminating technologiesProgram & Portfolio Governance •Continuously evaluate overall portfolio proactively for risks and issues as well as cross-project / cross-program interdependencies, both within portfolio and across portfolios.•Provide leadership and guidance for effective mitigation strategies and plans. Provide support for escalations when necessary.Financial Management & Controls•Drive annual $30 million portfolio planning in partnership with senior business stakeholders•Effectively track, report and address portfolio and project change controls, issues and risks Business Transformation & Change Management•Establish and oversee the Organizational Change Management function, focusing on supporting our business stakeholders on:•Organizational design•Defining and documenting future state processes and procedures•Developing training curriculum and go live readiness sessions•Communications planResource Management & Talent Development •Create and lead a cohesive, high-performing team of 10 FTEs and 80 contractors made up of program managers, project managers, business analyst, integration analyst, test leads, solution architects, QA testers, and developers•Provide coaching, guidance, feedback and ongoing support of their professional and personal development.

The Program Management Office for Investments (PMOfI) is defining and executing how Investment Management should operate across project and program management in order to help execute the department goals and objectives. I am responsible for driving successful execution and completion of investment management initiatives, on time and within budget through strong leadership, effective communication, and issue resolution. This includes directing and coordinating all aspects of the portfolio, creating and maintaining the overall master plan, managing the governance process, overseeing the project management office resources, providing tracking and reporting to all levels of the organization and managing the office budget. I also provide coaching and support to the PMOfI employees and investment management business leads.Oversee the PMOfI portfolio, including governance processes, intake processes, prioritization, roadmap planning and executionCollaborate with team members, senior management and key stakeholders around strategy and definition of program scope, goals, and deliverables that support initiative objectivesDevelop and lead metrics that measures the portfolio performance through quantitative and qualitative measuresEnsure that the portfolio of roadmaps and project plans are current, integrated and aligned to the strategic goals of the departmentLead project managers, business analysts and other project resources; ensure defined project management processes are followedResponsible for the day to day operations of the PMOfIDefine and ensure appropriate resource allocation and project prioritization processesPartner closely with the investment management project review board (IMPRB) to develop, communicate, and reinforce a clear-criteria for prioritization and project justification; ensure adequate planning that supports the vision and strategy of the department

•Led the delivery of the Path to Digital Leadership initiative including: monitor progress/delays of the project, identify any potential areas of risk, including completion percentages, expenditure on resources, and interim (or final) dates for work activities, ensuring the implementation project plan integrate these measures and show their impact. •Collaborate with a team of regional marketing and technology resources. •Responsibility over complex work packages where a high degree of judgment and independence are required to develop solutions and resolve unusual problem situations, both internally and externally as required.•Provide regular updates on program status, risk, challenges and opportunities to the GWAM Leadership, where required.

The Global Optimization (GO) initiative is the largest transformation initiative ever executed by Manulife to date. The multi-year program will transform the Investment Division's operational platforms (all systems and processes) supporting the front, middle and back offices with C$1.1 trillion ($833 billion USD) in Assets under Management (AUM) and administration (AUA) of as June 30 '18. The conversion of the General Account onto the GO platform includes assets in public, fixed income, derivatives, and alternative asset classes.Specific responsibilities include:•Lead the program planning, discovery, design, develop and implementation phases of the GO-GA program delivery including providing program office oversight for all workstreams•Oversee resource planning, tracking and related internal and vendor expenditures including managing program scorecard•Provide regular updates on program status, risk, issues, challenges, opportunities to senior executives and stakeholders•Spearhead the revalidation of the program perceived costs and anticipated benefits including tracking benefits•Prepare program level communication both internally across workstream(s) as well as externally to vendors, partners and applicable Manulife/John Hancock stakeholder groups across the organization•Develop and coordinate strategies and tools to engage impacted stakeholder groups to increase understanding, while building support for the GO-GA Program delivery and ensuring a smooth transition with minimal business disruption•Oversee a dedicated SWAT team of operations and functional SMEs, business analysts, program managers, and IT resources

•Crafted and presented a $12 million-dollar case for change of Manulife's commercial real estate division that led to the launch of the Real Estate Transformation program benefiting over 450 employees and thousands of commercial tenants•Led the Project Management Office (PMO) with four direct reports and oversight on 40+ vendors, consultants, and employees working together to deliver an integrated technology platform and a new shared-service operating model•Responsibilities included: project governance, project planning/tracking, communications, change management, training, resource management, issues and risk tracking, executive presentation, vendor management, and expense management

•Crafted the initial case for change of Manulife's Global Optimization program and successfully secured funding of $250 million for this multi-year multi-location operational and technology transformation•Led multiple business transformation analysis including process reengineering, vendor selection, insourcing/outsourcing opportunities, location strategy, system transformation and governance models for the Real Estate, Mortgage Servicing, Client Reporting, and Client Onboarding functions as part of the Global Optimization program

•Led both agile and waterfall project lifecycles from strategy through execution, including developing governance model, interviewing key stakeholders, creating business requirement documents, writing user acceptance stories, and training users•Oversaw and managed client engagement workstream which included: overseeing 4-8 PwC consultants, driving the day-to-day client meetings, monitoring the engagement project plan, deliverables, costs, and conducting staff performance reviews

•Consulted top 100 industry-leading alternative asset managers/servicers, private equity and hedge fund clients on front, middle and back office operations including: expansion strategies, target operating/shared services models, and lean transformation

Grassroots Business Fund is a boutique investment fund with $80 million assets under management. It spun off from the International Finance Corporation, a member of the World Bank Group in 2008.GBF provides investment capital and capacity building to high impact social enterprises in several developing countries across the globe. GBF’s global approach is to build and support these enterprises, which provide sustainable economic opportunities to thousands of people at the base of the economic pyramid (BoP).► Supported Chief Investment Officer with development of fund’s private placement memorandum and created and managed fund’s financial model that concluded with a successful closing of a $60 million capital raise in October 2011► Structured $4 million in mezzanine debt/equity investments and was lead relationship manager for 3 investees; generated early cash flows and above average returns for fund while investee’s revenues increased by 23% in first year► Vetted $37 million in pipeline investment opportunities in financial services, IT, retail services and agribusiness sectors► Created 13 mezzanine debt/equity, LBO financial models with FX tunnels, warrants, claw backs and conversion options► Managed 3 person team and conducted operational and financial due diligence on investees; identified areas of weakness and consulted organization on implementing improvements in areas of fiduciary controls, IT and supply chain management► Selected by CEO to open and establish fund’s presence in Indonesia and recruit, hire and train local talent

► Recruited by CIO to develop and establish fund’s investor servicing department including portfolio management system, investor onboarding, pipeline tracking, IC approval process, as well as quarterly management/investor financial reports and dashboards► Developed and rolled-out balance scorecard based on above framework, which was the key tool to measure fund performance► Managed and led day-to-day activities of investor servicing and risk department and expanded team from 1 to 3 full-time employees, including overseeing audits on portfolio companies with top-tier MBA interns on the ground in Africa and Asia► After receiving international recognition in industry, was invited to sit on GIIRS emerging markets standards advisory board

► Spearheaded and developed five-year financial model that led to successfully winning a $218 million USAID contract► Discovered and corrected division wide financial billing error that increased BearingPoint’s EM division revenues by 1%► Analyzed and processed non standard pay for over 140 advisors in the field as well as monitoring a monthly $2 million petty cash account which serves as a financial lifeline for ground operations including salary of 100 local employees ► Recommended by Managing Director to lead and manage financial audit team on the ground in Kabul, Afghanistan

► Updated quarterly financial projections of investments and drafted qualitative reports for investment teams to review► Designed and developed a new quarterly portfolio report that was circulated to IFC senior management and investors► Supported team leader and monitoring & evaluation team on financial project data collection, forecasting, researching, report writing and task list follow-up for over ten grassroots businesses in Southern Africa, Eastern Africa and Southeast Asia► Actively participated in oversight meetings in preparation for Pangea, the IFC retail and educational store opening, including financial budgeting, layout design, IT kiosk development, and authoring educational and PR materials

► Selected as one of two interns from a pool of 300 applicants that supported the consulate U.S. management team ► Filled in for two senior foreign service officers, acting as emergency coordinator and overseeing human resource functions► Coordinated and administrated daily human resources activities for all local US Consulate General employees including monitoring payroll time and attendance as well as other administrative duties using Department of State applications► Processed and reviewed all applications using strict Consulate criteria and administered oral and written English language proficiency and computer skills exams to over 350 candidates