From initial planning to co-creating custom solutions, RevSparkAI™ services and ecosystem partners can help you plan, design, and implement AI enabled solutions that achieve measurable outcomes. In addition to driving cost efficiencies and maximizing ROI, through the BSP (Business Solutions Platform) powered by SEQUESTO, we’ll help you continuously validate your AI investments and their fit with your business objectives.

Project Management Consultant with expertise in Due Diligence, Acquisition Strategy, and Business Transition for Wealth & Financial Services firms. Experienced in facilitating seamless service migration and transition management from seller to buyer entities, ensuring alignment with regulatory and compliance standards. Proven track record in managing complex projects involving Trading, Clearing Operations, Advisory Services, and Wealth Management Consulting during acquisitions, mergers, and asset transitions. Skilled at creating project roadmaps, leading cross-functional team collaboration, and stakeholder management to optimize client outcomes and operational efficiency. Key competencies include Financial Risk Management, M&A Integration, Regulatory Compliance, Operational Readiness, and Client Experience Enhancement.

Program Manager with end-to-end oversight of a specialized lending product within a Private Banking space, focusing on providing custom loan solutions for high-net-worth individuals in professional service and private equity sectors. This product enables employees transitioning to partnership roles to access funds for firm buy-ins, strengthening both personal and professional ties within their organizations.As the overall Program Manager, I drive the product’s roadmap and lead all IT workstreams and scheduling, ensuring alignment within my governance structure to meet project milestones. With comprehensive oversight of cross-functional teams, including PLG, Private Banking, Operations, and IT, I manage loan origination, underwriting, and servicing processes, optimizing platforms like Salesforce, nCino, and Commercial Center for efficient and scalable workflows. By prioritizing process automation, contingency planning for high transaction volumes, and strategic client engagement, I foster strong partnerships with firms and support product growth and client satisfaction.

Strategenix Solutions provides comprehensive services including Fractional Project Management Solutions with a focus on agile methods and risk management, Program Management to align and manage multiple projects, Portfolio Management for strategic alignment and resource optimization, Strategic Planning Workshops for goal setting and vision refinement, Training & Development programs in modern industry practices and Agile methodologies, and Support Consulting for IT operations optimization and advanced technology guidance. These services are designed to enhance strategic execution and business efficiency.

Program Manager leading a high-impact ETL migration project supporting a merger initiative, overseeing the transition from ACBS to AFS Vision to streamline operations and enhance data processing capabilities. With comprehensive responsibility for budget management, scope definition, resource allocation, requirements gathering, and governance, I ensure each phase aligns with strategic objectives and regulatory standards.In my role, I manage the end-to-end project roadmap, coordinating cross-functional teams and IT workstreams under my governance structure to meet critical deadlines and milestones. By employing a structured approach to scope management and risk mitigation, I facilitate efficient ETL processes, support seamless data migration, and ensure system reliability and scalability. My leadership drives alignment across stakeholders, ensuring that project goals are met within budget and on schedule, positioning the organization for successful merger integration.

• Blattner Technologies provides products, services, and strategies to help organizations thrive in the digital world by transforming data into information used to predict how the organization can better operate, by assisting businesses progressing through an AI maturity model.• Spearheaded the implementation of an End-to-End Delivery Methodology for Professional Services, streamlining processes and enhancing service quality.• Played a key role in driving Agile practices and methodologies within the organization, leading to increased efficiency and adaptability to be adopted.• Collaborated with cross-functional teams to refine AI Delivery and Development Approaches, resulting in improved project outcomes and client satisfaction.• Demonstrated strong leadership skills in managing and overseeing all aspects of Professional Services Deliveries, ensuring projects were running effectively, tracking burn rates and mitigating risk, issues and schedules.• As needed stepped in to rescue and revitalize a critical project(s), implementing strategic measures that resulted in its successful completion within the designated timeline and budget constraints. Some elements were simply re-introducing the basics of Project Management (Schedules, stand-ups, leadership). This resulted in 5MM contract renewal avoiding missing NHTSA quarterly reporting preventing costly fines.• Drove development team for the AskBOSS – Talk to Your™ intelligence platform, revolutionizing how insights are generated and utilized within the organization. This included Generative AI, ML, and research for a private LLM transforming organizational insights.• Managed ERP data Migration / Integration moving from Great Plains and in-house developed SQL system to Deltek Vantagepoint encompassing Data Management, Migration, and ETL work.• Initiated a security assessment in response to a client breach, leading to a $220K contract for risk management and mitigation.

• I orchestrated the deployment and transformation of an innovative mortgage application interface, Loan Origination Services, streamlined the operational workflow for processing and loan officers, and executed the implementation of a state-of-the-art product and pricing engine. I also established a robust marketing data feed, enhancing backend system connectivity and facilitating efficient data management. This multi-faceted program was a demonstration of effective program management, strategic planning, risk mitigation, and stakeholder communication. You can view the result of our work here.• I effectively managed a team of six Project Managers across various workstreams. Under my leadership, the program thrived with a diverse team of 23 full-time employees and 25 contractors, showcasing my ability to handle large-scale team management and coordination.• Managed 12MM USD Program Budget.• I initiated the implementation and coaching of Agile methodologies within my program of 48 members across three distinct workstreams. This not only enhanced team collaboration and efficiency but also paved the way for the department-wide adoption (150+ staff) of Agile practices. My leadership in this transformation underscores my proficiency in Agile principles, Scrum framework, iterative development, and cross-functional team coordination. • Championed the development of strategic roadmaps, crafted comprehensive RFPs, and orchestrated overall implementation planning.• Upheld and enforced PPM Enterprise standards, my own Project Management discipline, leveraging standard project/program management techniques and communication strategies.

𝐊𝐞𝐲 𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬:Oversaw a multi-phase engagement addressing LIBOR cessation:• Initiated governance for transitioning from LIBOR to alternatives like SOFR within a bank.• Directed new workstream efforts, established PMO structures, and managed comprehensive delivery. Oversaw 18 groups for strategy.• Collaborated with senior management, shaped roadmaps through RFPs with SMEs, and set up reporting frameworks.• Formed a cross-functional steering committee with executives from Legal, Treasury, and more.• In Phase 2, transferred roles to client staff, strategized the shift of LIBOR products to SOFR, and developed readiness plans.• Managed WBS activities, scope definition, and resources. Mentored new Project Management staff.𝐊𝐞𝐲 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬:𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩: Spearheaded the transition from LIBOR to alternative rates (e.g., SOFR, AMERIBOR) within a major Banking Institution, guiding 18 dedicated workstreams.𝐂𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐢𝐯𝐞 𝐄𝐱𝐜𝐞𝐥𝐥𝐞𝐧𝐜𝐞: Formed and directed a cross-functional Steering Committee, uniting executive sponsors across Legal, Treasury, Risk, and Technology sectors to address the transition's multifaceted impacts.𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐆𝐨𝐯𝐞𝐫𝐧𝐚𝐧𝐜𝐞: Established comprehensive governance mechanisms, from reporting structures to RFP processes, ensuring alignment with industry standards and best practices.𝐇𝐨𝐥𝐢𝐬𝐭𝐢𝐜 𝐓𝐫𝐚𝐧𝐬𝐢𝐭𝐢𝐨𝐧 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲: Crafted and executed a transition strategy for all LIBOR-tied products and systems, incorporating readiness plans, communication blueprints, and detailed project mappings using Microsoft Project.𝐓𝐞𝐚𝐦 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭: Onboarded and mentored a new generation of Project Management staff, setting the foundation for sustained success in future transitions and initiatives.

𝐊𝐞𝐲 𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬:• nCino Platform Deployment on Salesforce.com: Led the integration of the nCino banking solution on Salesforce.com, collaborating with cross-functional teams and providing staff training for optimal utilization.• Agile Transformation Across the Organization: Championed the shift to Agile practices, fostering a culture of continuous improvement and regularly reviewing progress through key Agile metrics.• Direct Management of the Development Team: Oversaw the software development team, managing resources, project priorities, and assessing performance to ensure timely sprint value and team growth adjusting to new agile methods.𝐊𝐞𝐲 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬:• 𝐒𝐜𝐫𝐮𝐦 𝐂𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐢𝐨𝐧: Engaged daily with Scrum team and product owner, optimizing the product backlog and its clarity.• 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐁𝐚𝐜𝐤𝐥𝐨𝐠 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭: Partnered closely with the product owner for strategic roll-out planning and to maximize value.• 𝐅𝐚𝐜𝐢𝐥𝐢𝐭𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐒𝐜𝐫𝐮𝐦 𝐂𝐞𝐫𝐞𝐦𝐨𝐧𝐢𝐞𝐬: Conducted regular Agile events, promoting a culture of continuous improvement.• 𝐒𝐩𝐫𝐢𝐧𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭: Actively addressed impediments, ensuring timely, low-risk sprint delivery.• 𝐀𝐠𝐢𝐥𝐞 𝐒𝐤𝐢𝐥𝐥𝐬 & 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞: Demonstrated proficiency in Scrum, trained peers, and maintained robust cross-functional communication.• 𝐓𝐞𝐚𝐦 𝐅𝐚𝐜𝐢𝐥𝐢𝐭𝐚𝐭𝐢𝐨𝐧: Fostered creativity within the team, shielding them from external interferences and promoting cross-functional collaboration.• 𝐒𝐤𝐢𝐥𝐥𝐬 & 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞: Demonstrated a deep understanding of Scrum, actively trained peers, and showcased excellent communication and collaboration skills.

British Telecom is a global leader in the provision of managed networked and VoIP IT services for large corporate and public-sector customers operating in over 180 countries with over 100 thousand employees.• Overall BT Americas lead of 'Steady State’ Projects and Programs generating over 𝟭𝟲 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 𝗨𝗦𝗗 𝗶𝗻 𝗿𝗲𝘃𝗲𝗻𝘂𝗲.• Directed, fostered and reorganized team of 18 on and off shore PMs with PMO group delivering over 300 project requests over 2 years.• Strengthened end to end delivery of BT managed services by systematically evaluating all activities to identify and eliminate waste. • Consistently rolled up sleeves with BT staff, customer stakeholders, designers, engineers and other contributors to drive projects forward as leader.• Established and published Key Performance Indicators, and automated reports.• Mastery in schedule development, management, monitoring and oversight, resource management and forecasting, task and delivery management, risk identification and management, issue identification and management, and delegation to staff / support teams.

• 𝗠𝗮𝗻𝗮𝗴𝗲𝗱 𝗲𝗻𝗱 𝘁𝗼 𝗲𝗻𝗱 𝟭𝟵 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 𝗨𝗦𝗗 program migrating legacy phone system and 30,000 users to BT’s One Cloud Microsoft Solution Globally. This included a “Walk in Take Over” of the voice and conferencing estate.• Drove Project Managers, Consultants and engineers creating dynamic approach to govern the end-to-end program activities and execution approach.• Orchestrated Requirements Gathering and Elicitation Workshops hardening scope.• Monitored program on an ongoing basis, evaluating progress, quality, risk, escalations and issue resolution (creating dashboards, progress reports and registries).

• Overall BT lead implementing BT’s One Cloud Cisco Hosted Cloud product with 𝟵 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 𝗨𝗦𝗗 𝗯𝘂𝗱𝗴𝗲𝘁 . • Oversaw entire legacy phone system, 3,500 users and associated hard phones into the BT One Voice and One Cloud Cisco Hosted Cloud products.• Facilitated customer facing workshops and implemented and deployed a ‘Go to Green’ plan. • Provided leadership to BT Product Managers to create, publish, deploy and systematize the end to end product delivery for entire BT enterprise.

• Organized the Project Management aspects of new BT service and solutions including with contracted 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝘁𝗼𝘁𝗮𝗹𝗶𝗻𝗴 𝟳𝟱 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 𝗨𝗦𝗗. • Negotiated and managed contract language elements for managed services delivery.• Facilitated requirements gathering, contract negotiations and elicitation workshops including 3rd party voice system program.• Developed Program Management Plans, SOP (Full ITIL Stack of Standard Operating Procedures), project schedules, risk registries, hosted discussions and created dashboards.

• Managed Project to harmonize Client's network standards across 900 Client sites in more than 80 countries. The contract included the provision of VoIP and LAN at 300 sites in North and South America as well as in Asia. This was an 𝗼𝘃𝗲𝗿 𝟯𝟬𝟬 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 𝗨𝗦𝗗 𝗺𝗮𝗻𝗮𝗴𝗲𝗱 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗰𝗼𝗻𝘁𝗿𝗮𝗰𝘁.• Implemented Overall North America Cisco Unified Communications Manager (CUCM) Cluster with VoIP roll-out. This included the client's US HQ location with 2,000 users for LAN / VoIP services.• Guided the activities of on-site and off-site engineers during Go-Live dates.• Created, deployed and trained a new migration schedule template in Microsoft Project for Project Team on the 300 sites.• Worked with client for requirements gathering, managed project stakeholders, managed communications, managed the project team, managed project risks and issues, managed the project schedule, managed the project budget, project conflicts, and every aspect of the project delivery.

Consulting on Network, Security, Project Management, CRM, Unified Communications, Envisioning Sessions and other as needed 'Hired gun' scenarios.

• Created and deployed new public facing customer web portal with rewards backend system with overall 𝟭.𝟭 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 𝗨𝗦𝗗 𝗯𝘂𝗱𝗴𝗲𝘁.• Led Project, Business Analysis planning and execution stages of a ground up CRM (Customer Relationship Management) software development. This included integration of a COTS (Custom Off the Shelf) solution with external Vendors and Client Architecture.• These enhancements allowed new CRM system to improve segmentation strategies and offer a rewards system calculating hotel stays for benefits and retention.

Facilitated and managed the planning for a UCC (Unified Communication & Collaboration) deployment. This included all traditional PM work streams that funneled into a Project Management Plan.The following milestone / goals were covered by the project:▪ Design of overall scalable, Disaster Recovery capable UCC environment:o Corporate Instant Messaging.o Corporate web conferencing and collaboration services (MOSS)▪ Implementation of the UCC infrastructure in two redundant Datacenters.▪ Deployment Planning for UCC environment to 15,000 multi-country geographically separated users.o This included training, support and the transition to the organization’s full time employees.▪ Other noteworthy aspects of MOSS included:o Facilitation of MOSS related governance.o Facilitation of the Design and configuration SharePoint Services implementation.o Partnered effort with Business Analyst for MOSS solution identification.o Facilitation to create functional specifications for Internet and web-based projects.PMP, ITIL

• PMO deployment governing various technologies that included: Virtualization, Citrix, SAP, LAN, WAN and WLAN.• Designed, developed and oversaw the implementation of program and project management processes, methodologies, standards, and tools (evaluated as needed). • Interacted with business units to gather information regarding project priorities, resources, and milestones. Presented and communicated with client corporate executives as needed on mission critical project issues.• Included creation of Implementation plans, request for change (RFC) and test plans supporting Good Manufacturing Practices (GMP), Quality System Regulation (QSR) / 21 CFR Part 820.

• Managed projects converting EMEA UPS locations to a new MPLS network, working with vendors to coordinate Cisco-managed conversion of Public Frame Relay circuits in Europe at more than 200 sites, data centers and remote locations.• Facilitated communication, following up with deliverables and steering teams, rallying groups to focus on goals. Implemented and managed Cisco routers domestically and globally to support growing business by upgrading bandwidth or deploying VPN services to smaller locations.• Presented project plans and status to senior management, department meetings and other groups. Collaborated with over 100 contacts globally in matrix style organization to complete tasks and resolve critical issues. Leverage superior knowledge of Windows to organize information related to projects for easy follow-up.• Facilitation of TSG Technical Support Group Training for local district.• Overall technical knowledge supported by an MCSE Microsoft certified Systems Engineering certification.• Supporting all proprietary UPS applications.o Supported UPS Livonia Distribution Center (systems (HFCS, SCS, AIS, DCS, ECS and IVIS))o Supported the district General offices (GEMS, CAReS, IAS and HRRS)o Supported extended centers and MIDTW (DTW Airport) gateway ( NTLOS and DWB)