Leader in the; organizing, planning and motivation of project teams, to achieve high levels of performance and quality in the delivery of exceptional business value programs.Manage the multi team, single product development and implementation of the eMoney Advisor tool within Fidelity's Wealth Management offering.Leader of cross-functional team integration in an ever changing technology sub-team alignment process.Provide clear reporting within continually evolving development and external vendor teams.Improve the teamwork and collaboration through adoption of Agile Methodology practices, focusing on transforming cultural limitations and rigid development processes.Optimized post pilot rollout and migration, supporting business growth and operationalized business target goals.Transformed the approach to review and provide daily report out from vision and close.Leverage and implemented broad team adoption of tools for single backlog build, prioritization, and work progress tracking.Leader in the delivery of best practices, and creating an environment of continuous improvement.Single point program contact, reporting to senior leadership on the progress for an $8M program.

Assessment lead on blocking issue, scope and cost increases.Improved continuous reviews with Senior Leadership to adhere to on-time, on-budget delivery of key client account; Wealth Management web enhancements.Owner of the Scrum of Scrums and Daily Stand-up process to ensure progress and track to bi-weekly release schedule.Removed blocking issues through quick team collaboration and problem solving partnership by drawing on cross team knowledge.Provided a seamless transition and set a new standard for future use in program management on-boarding.

Built and managed a team of 17 skilled, adaptable Business Analysts to support a portfolio expansion focused on the Wealth Management offering.Optimized the work intake and communication process, focused on resource allocations and support of priority work items.Provided change management support and lead integration processes and governance for Merrill team into Bank of America standard practices.Lead hiring approach, interviewing, development and training and certification paths, and overall resourcing and program budget. Developed and deployed simple data driven solutions and processes to embed best practice and ways of working.Implemented a program of oversight and collaboration on process improvements including; development handoffs, testing, implementation and delivery.

Director; High Net Worth Solution Delivery Team Responsible for orchestration and implementation of Relationship Management tools to support Book of Business, and client generation and support activities.Designed and oversaw the development of a client assignment database, to automatically generate clients in context to Account Executive Books.Director; Fidelity Investments Life Insurance Product Offering, and Program ManagementProduct design analysis and conceptual wireframe testing of on-line Annuity modeling wizard.Senior Leadership communications liaison, reporting on findings and incorporating business change requests.

Project Manger; Fidelity Institutional Managed the project planning and execution of cross practice programs including; Plan Sponsor Web Web and NetBenefits.Lead a large cost reduction project, driving client transactions to the web, resulting in an 83% call reduction.Project Management Consultant; Fidelity Systems CompanyOwner of end to end project plan, risk register and project communications.Lead building relationships and partnerships across functional groups to support the internal development and implementation of the Employee Remote Access product.Oversaw design, development, training and transition to production support.Implementation and Support Development ConsultantLead preliminary group reviews to identify process change needs.Built and implemented improved process, monitored through daily data reviews and adjustments for on-going improvements.Manager Customer Service and Operations; Fidelity CapitalCompleted business analysis for Customer Service and support of On-Demand Printing initiative.Built relationships with 3rd party vendors to assess implementation options.Professional Specialist; Fidelity Retail Investor ServicesLiaison between Senior Leadership and Technology Implementation teams. Built proposal for expansion of $3M project to $30M, implementing local area network, desktop hardware, and phone center buildout.Standardized processes post initial site build out allowing for a quintupled pace of site ramp and installation complete phase.