With an extensive background in the financial services industry, I assume the role of overseeing Sales and Client Relations activities at EDGE. In addition to managing a personal portfolio of clients, I also lead the Sales Organization. My primary objective is to ensure client satisfaction, coupled with the strategic planning and execution of initiatives aimed at expanding our market presence.

As a national consulting firm, EDGE specializes in delivering staffing and solutions tailored to the Financial Services Industry, largely within IT initiatives. Founded and led by former banking professionals, our team, comprised entirely of individuals with banking expertise, focuses specifically on the banking and credit union sector. Our service offerings encompass project management, comprehensive project staffing (including fixed bid work), and staff augmentation for banks, credit unions, and financial services providers.I am keen on establishing connections with professionals in the financial services sector who may benefit from our assistance.

At Guidepoint, I provided my expertise in core banking as a subject matter expert. Guidepoint is an organization dedicated to helping institutional investors and corporate clients gain essential insights. They achieve this by facilitating qualitative research and offering on-demand interactions with a global network of subject matter experts.

As a Senior Manager overseeing the Technology Project Management Organization, I lead a team responsible for the successful delivery of large-scale technology projects, encompassing infrastructure, hardware, software, telecom, and process improvements. Our scope extended globally, covering the entire organization of Fidelity Info Services and select commercial clients, including prominent entities such as American Express. Our team operated internationally, with staff located throughout the United States.

In my role overseeing Implementations, Training, and Documentation for a leading Core Banking System, I successfully visioned and drove the following initiatives:Cultivated a collaborative team environment with a strong customer-centric focus.Efficiently allocated resources to apply individual skills in alignment with client requirements.Addressed and resolved persistent customer concerns by delivering elevated levels of service, accuracy, and follow-up, ensuring overall client satisfaction. These efforts were instrumental in mitigating ongoing customer issues reported to Executive Management.

Engaged in contractual responsibilities with a prominent consulting firm, I was tasked with the preparation of comprehensive project plans, templates, dashboards, and measurement metrics. These assets were specifically crafted for the implementation of a novel "straight through processing (STP)" solution tailored for the commercial banking market.

As the Application Portfolio Manager, I led the transformative initiative for the retail and small business banking platform, orchestrating the conversion of multiple banks to a unified platform and consolidating the company's charters from 29 to 1. I demonstrated strong leadership, engaging with C-level executives, business, and technical counterparts. My contributions included bringing industry-leading vendor solutions to fruition and active participation in cross-border studies, projects, and partnerships.Key Accomplishments:Led a multi-year, multi-million-dollar Retail/Small Business Systems renaissance across the enterprise, leveraging years of experience in the solutions/applications division, spearheading highly successful, multi-year initiatives that significantly transformed the organization.Served as the President of the International Software User Community for a Fortune 500 Banking Systems provider.Exhibited adept management skills, overseeing both line and staff functions. A dynamic leader with a results-oriented approach, fostering high morale within teams.Recognized as a corporate high-potential employee, acknowledged for the ability to undertake new assignments with ease and effectiveness.In the role of Head, US Business Process Improvement Consultancy, I collaborated with customer-facing businesses within BMO Harris, spanning retail, wealth, and other US sectors. This involved identifying group and cross-group initiatives, securing approval, funding, and support to advance a diverse portfolio of process improvement opportunities, ranging from major operating model changes to automation projects.

Accountable for overseeing the entire spectrum of retail and small business functions, encompassing Branches, Deposits, Banking Operations, Building Committee leadership, General Services, and Installment/Mortgage Banking sales for a community bank with assets totaling half a billion dollars. Acknowledgment of my contributions led to a promotion, entrusting me with the pivotal role of leading Systems Transformation as the exclusive management representative from the Affiliate Bank Network.

Management Trainee then consistent promotions in middle management-Management trainee, extensive movement through several jobs (progressive experience/responsibility)-Branch Manager-Loan Servicing-Loan Collections, Foreclosure and REO Manager