Stephen M. Email and Phone Number
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Stephen M. personal email
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• Over 30 Years of Defined Benefit and Defined Contribution experience• Financial services, Defined Contribution consulting and experience in multiple record keeping platforms.• Mastery of Agile and Waterfall methodologies• Client and Team Focused • Excellent Facilitator• Requirements focused• Implementing lean process management and proven project management methodologies. • Creating traceability from vaporware to software • OmniPlus Subject Matter expert• Proficient in MS WORD, EXCEL, Power Point, Visio• Skilled in bringing together multiple teams together• Business Analyst• Program Manager• FIGMA based development
Tata Group
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Product OwnerTata Group May 2022 - PresentImplemented Core SDLC GuidelinesOptimized core agile story writing Oversaw the implementation of API standards the improved efficiency and accuracyRequired End to End Testing framework to improve delivery and reduce errorsPresented weekly project updates to core Leadership team -
Senior Solutions ArchitectConvergent Sep 2019 - May 2022• Oversaw creation of online conversion mapping tool• Oversaw creation of plan document reading tool to create online plan resume and rules engine• Created and maintained project schedules• Created and maintained business requirement documents• Created all process maps for system conversions• Created testing methodologies and testing templates• Oversaw creation of the automated testing tools • Worked with FIGMA Designers to create working templates of the onboarding solution• Managed offshore development team• Managed offshore testing team• Presented Weekly Program Status to Steering Committee Members
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Principal ConsultantTurnstone Group Jun 2017 - Dec 2019Bel Air, Maryland, United States• Created system design flows for 3 Recordkeeping Platforms (Level 1, Level 2, Level3) • Use SIPOC Process for requirements gathering• Preformed Data quality assessment across all 3 platforms• Created standard mapping document
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Principal ConsultantVoya Financial Mar 2016 - Jun 2019Bel Air, Maryland, United States• Morningstar conversion• Created system design specifications for legacy peripheral systems (over 15 applications) to Interface with OmniPlus • Created risk mitigation templates to determine cause and effects of missed requirements• Performing mapping of over 400 fields from legacy application to OmniPlus• Created and Implemented Migration Playbook with over 1,200 tasks resulting in zero defect conversions.• Created Level 1 thru Level 4 diagrams• Use SIPOC Process for requirements gathering -
Principal ConsultantChesapeake Benefit Partners Oct 2015 - Feb 2016Kansas, United StatesEmpower• Created current and future state documentation of Rollover In process.• Analyzed over 100,000 Rollovers to determine the most efficient process by examining number of touches, time to complete task and review of value add and non value add steps.• Created future roadmap on the consolidation of Rollover In process centers.• Use SIPOC and 5 why’s to determine root causes -
Principal ConsultantTekmark Nov 2013 - Sep 2015Pennington, New Jersey, United States• Spearheaded cross-functional initiative to achieve successful conversion of Bank of America Corporate Retirement Plans resulting in the addition of 25 billion dollars under management.• Created innovative automated reconciliation conversion routines that reduced the standard blackout from 5 days to 3 days.• Liaison for all new business opportunities.• Coordinated all delivery of Program Management for Bank of America Conversion.• Provided governance teams with weekly Risk and Analytical reports.
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Product OwnerEnvisage May 2012 - Nov 2013Ithaca, New York, United States• Presented innovative digital media presentations to prospective clients.• Directed software design and development while remaining focused on client needs.• Rapidly prototyped new capabilities to confirm feasibility.• Coordinated business and technology teams creating architecture and business process solutions, using reusable components and software modules, maximizing transactional efficiency. • Developed project business cases and cost benefit analysis wining acceptance and funding from the project governance committee.• Piloted new project methodologies and improved project life cycle, demonstrating streamlined project governance and controls, resulting in faster project initiation, expedited change and release management.• Liaison for all new business opportunities.
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Principal ConsultantChesapeake Benefit Partners Mar 2010 - May 2012Baltimore, Maryland, United States• Presented innovative digital media presentations to prospective clients.• Directed software design and development while remaining focused on client needs.• Rapidly prototyped new capabilities to confirm feasibility.• Coordinated business and technology teams creating architecture and business process solutions, using reusable components and software modules, maximizing transactional efficiency. • Developed project business cases and cost benefit analysis wining acceptance and funding from the project governance committee.• Piloted new project methodologies and improved project life cycle, demonstrating streamlined • Lead a team of 6 business consultants that implemented solutions to high risk manual processes – pricing, dividends, company stock trading, deemed loan processing. -
Product OwnerTekmark Group Jan 2005 - Mar 2010Edison, New Jersey, United States• Collected data around every transaction and turned it into tools that helped users and senior management define areas for improvement.• Coordinated a team of 25 to implement Omni-Plus, Piloted a new parallel process approach that reduced testing timeframes, implemented an automated regression program to ensure compatibility between the software delivery cycles.• Directed a team of 10 to upgrade from Omni-Plus 5.4 to Omni-Plus 5.75. -
Product SpecialistIq Business Group Jan 2001 - Feb 2004North Carolina, United States• Implemented a scope and release department to map out releases, change controls and phase gating to ensure the new platform could support the clients.
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Principal ConsultantMk Consulting Oct 1994 - Dec 2003Washington Dc-Baltimore Area -
Team ManagerPutnam Investments May 1988 - Oct 1994Quincy, Massachusetts, United States
Stephen M. Skills
Stephen M. Education Details
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Liberal Arts And Sciences/Liberal Studies
Frequently Asked Questions about Stephen M.
What company does Stephen M. work for?
Stephen M. works for Tata Group
What is Stephen M.'s role at the current company?
Stephen M.'s current role is Over 20 Years of Leadership. Looking for Director or Vice President role in Program Management Office or Consultant Role.
What is Stephen M.'s email address?
Stephen M.'s email address is cs****@****ail.com
What schools did Stephen M. attend?
Stephen M. attended Providence College.
What skills is Stephen M. known for?
Stephen M. has skills like Omni, Consulting, Release Management, Waterfall, Pmo, Core Business, Omniplus, Cost, Global Solutions, Agile Methodologies, Sipoc, Finance.
Not the Stephen M. you were looking for?
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Stephen Cottrell
La Crosse, Wi2authenticom.com, authenticom.com1 1608796XXXX
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Stephen M. Dick
San Francisco Bay Area3bettercloud.com, salesforce.com, sap.com
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