Program Director, Merger & Technology Integrations
Current- Accountable for Program Delivery of Boston Private Technology Integration by leading multiple strategic integrations for 3 key Workstreams (Data, Finance and Risk), managing an annual spend of approximately $10M and managing 50+ stakeholders from various departments within the Bank.- Organized Workstreams with Product and Engineering team members to deliver against their roadmaps, and syncing with the overall integration program roadmap- Delivered the foundation release to bring in multi-custodian Wealth account data in SVB’s eco-system by integrating of Boston Private’s Wealth Platform with SVB’s Enterprise Data Warehouse to derive valuable business analytics.- Implemented the complex integration of Boston Private’s Core Banking system with SVB’s Enterprise Data Warehouse and 40+ down streams to bring in data for Accounts, Transactions (Loans, Deposits), Products, GLs, Credit Lines to enable Core Banking data into SVB’s core systems.- As part of the technology integration, integrated about 40K clients into SVB core systems by generating and assigning a unique record ID(CIF) across all customers. - Enhanced the Client Onboarding process so that all new clients can be onboarded through Salesforce Financial Service Cloud (FSC) and comply with SVB processes during onboarding process- Led the Identity Access Management (IAM) – SailPoint, SSO, CyberArk integration for each legacy app as part of integration- Led Quarterly PI planning sessions to include committed scope, risks and interdependencies across the work streams.- Championed strong program governance and execution assurance processes- Managed program level communications, provided senior leadership team with timely updates on operational program issues.- Developed long-term strategic portfolio goals and created future state operating model for Data, Finance and Risk workstreams- Provided audit support (for internal as well as external auditors like PwC and KPMG)