Scrum Master and PM supporting integrations of new financial firms into the FIDx insurance exchange platform. Fiduciary Exchange provides a technology-empowered network to advisors and home office administrators that combines brokerage, insurance and advisory functions to offer annuities and insurance solutions from the industry's leading carriers.

2021 Jun-Sep: PM with TCS and Q1 Tech for client: PACIFIC LIFE2019-2021: PM with Mission Staff and Nityo Infotech for client: PMI2018 Nov-Dec: PM with Randstad for client: VANGUARD2021 PACIFIC LIFE, Aliso Viejo, CA:Managed initiatives on behalf of the Pacific Life Transformation Management Office. PM for the Sales, Marketing and Distribution teams seeking to redesign advisor user experiences and plan pilot programs to improve prospecting, onboarding and case coordination journeys.2019-2020 PROJECT MANAGEMENT INSTITUTE, Newtown Square, PA:Played multiple roles ranging from PM, PO and SM supporting the organization as needed. Projects included rollout of a new test administration partner in China, overseeing the examination process for Chinese candidates taking the PMP, CAPM, PBA, ACP, PgMP exams. Also managed multiple business and technology work streams involved in the redesign of PMI’s registered education provider network and global launch of the new Authorized Training Partner (ATP) program. Worked daily with team members and vendors in remote global locations tracking status of deliverables, prioritized the agile pod backlog, conducted daily scrums, sprint planning sessions and other agile ceremonies, as well as identifying cross-dependencies with other agile release trains.2018 VANGUARD, Malvern, PA:Participated in pilot rollout of the Medallia Customer Experience Cloud platform for the Retail Investment Group at Vanguard. Analyzed data sources used in the VoC (Voice-of-Customer) survey list generation to provide options to replace data elements from legacy Vanguard systems slated for retirement. Provided executive summary of findings and recommendations to be used by Vanguard for 2019 planning.

Senior consultant for marketing organization providing digital and print creative services promoting Lincoln annuity solutions and life insurance products. Worked with cross-functional teams to help implement new processes to streamline operations. Designed technical enhancements to legacy marketing systems to improve user functionality and database reporting capabilities. Created new reports and dashboards enabling management decisions based on data metrics.Business Project Manager supporting development of the LFD Online Marketing Center and LFN Advisor Marketing Central internal websites. These platforms provided wholesalers and advisors the ability to personalize and distribute print and email marketing materials. Consulted on all phases of both projects: gathered requirements; clarified design issues for credit card payments, internal accounting flows, sales tax, shipping and printing processes; as well as coordinated end-user business testing.Business Project Manager coordinating roll out of the new Eloqua Oracle Marketing Cloud platform integrated with Salesforce allowing Lincoln to execute lead generation marketing campaigns attracting new prospects and enabling financial advisors to increase actual sales.Product Owner of an agile team tasked with enhancing the user experience on Lincoln’s secure site portal. Delivered new online tools and visual aids to highlight product features, helping advisors illustrate client scenarios and making it easier to manage their book of business.

Manager of PMO organization for e-Commerce company (formerly GSI Commerce and eBay, now Radial) providing custom branded online web stores for traditional brick and mortar retails stores, along with backend fulfillment services and customer call center support. Supported executive management with implementation of Project Portfolio Management processes governing work performed by all software delivery and infrastructure teams. Managed administrative support of enterprise tools such as Rational Portfolio Manager and Daptiv PPM, tracking all work performed by 1000 resources across US, India and Europe.

2004-2005: PM with Keystone CA for client: INDEPENDENCE BLUE CROSS2004 May-Oct: PM with Techlogix for client: GENERAL ELECTRIC2003-2010: Real Estate Salesperson for broker: KELLER WILLIAMS2004-2005: INDEPENDENCE BLUE CROSS, Philadelphia, PA:PMO best practices consultant worked with IS Directors to improve departmental methodology for project delivery by incorporating templates for project planning, issue, risk, change management and status reporting. Mentored Blue Cross PMs in planning, scheduling and status reporting.2004: GENERAL ELECTRIC, Danbury, CT:PMO best practices consultant supported the Enterprise Shared Services division in training and rollout of a new PM methodology centered on Kintana ITG (now HP PPM Center). Designed content for new PM certification program based on the PMI PMBOK® Guide. Hosted global online interactive review sessions with candidates across US and Europe interested in attaining PMP certification.2003-2010: KELLER WILLIAMS REALTY, Doylestown, PAFormer part-time Pennsylvania Real Estate Salesperson (license retired 2010). Represented clients through the buying and selling process. Performed market analysis; showed homes matching buyer needs; explained legal documents; negotiated contracts; tracked milestones with sales agents, brokers, mortgage lenders, appraisers, inspectors, abstract and title companies.

2001-2002: Business Systems Manager with AETNA1996-2001: Associate Director with CAMBRIDGE TECHNOLOGY PARTNERS1993-1996: Sr. Software Engineer with REALITY ONLINE1984-1992: Analyst/Project Leader with LITTON INDUSTRIES & UNISYS2001-2002: AETNA, Blue Bell PA & Hartford, CT:Manager of EDI / Gateway Operations group working with cross-functional departments located in PA, NJ and CT. Responsibilities included providing Level 2 and 3 help desk coverage to seven health care clearing houses as well as numerous enrollment and financial trading partners. Provided production support for Batch and Real-Time EDI applications portfolio consisting of claims (837), eligibility (270/271/278), status inquiry (276/277), encounters (HL/7), enrollments (834), financial transactions (820/823/835) and various other proprietary EDI feeds.1996-2001: CAMBRIDGE TECHNOLOGY PARTNERS (acquired by Atos consulting), Cambridge, MA:Associate Director for systems integration and business consulting firm providing package and custom software implementations, as well as enterprise wide management consulting across various industrial sectors. Contributed on multiple assignments nationwide ranging from Developer, Business Analyst, Senior Project Manager to Account Manager, as well as handled client and employee relationship issues.1993-1996: REALITY ONLINE (acquired by Reuters), King of Prussia, PA:Senior Software Engineer for producers of Reuters Money Network, a financial planning and investment software package. The software suite was used for the home PC retail markets and various brokerage houses.1984-1992: LITTON INDUSTRIES, San Diego, CA and UNISYS, New Jersey / Scotland:Project Manager and Analyst supporting Unisys manufacturing sites in Flemington, NJ, Plymouth MI and Livingston, Scotland. Supervised installation and maintenance of Just-In-Time inventory control software driving Litton automated material handling storage cranes and conveyor systems.