Program / Project Manager
Greater Boston Area
Program / Project Manager
Greater Boston Area
Accomplished IT and business management professional with over 18 years of experience in project, program, and portfolio management. Proven success in spearheading strategic initiatives for start-up companies, new industry products, implementations, and enhancements. Exceptional business knowledge and ability to communicate with senior executives and technology specialists. Skillful in building consensus and communication between vendors and multi-site matrix organizational teams. Able to develop best practices and process improvements while maintaining corporate direction. Committed to quality standards, successful project delivery, and collaborative teamwork.
- Program & Project Managment (PMI Certified ~ PMBOK)
- Technology Infrastructure Library (ITIL) ~ Foundation Certified
- PMO / SDLC Methodologies (Strategy Portfolio Managment)
- Implementing Process/Change
- Global Project Coordination (Multi-site, Multi team)
- Mentoring, Coaching and Development of PM and SA/BA teams
- Education Savings Plans (529) / Retirement Services
- SunGard OmniPlus Application (12 Years) ~ OmniScript, OmniVBA
Application Tools: Windows Server 2003, OLAP Cube, Visual Source Safe, PR Tracker, Lotus Notes, OmniCash, OmniImport, OmniPlan/OmniPlus, Oracle SQL*Plus, PVCS Tracker, StarTeam, and DataExpress, SQL Server, Oracle, MS Access
Project Management Tools: Project Professional 2003, Project Server 2003, Sharepoint Services, PowerPoint, Visio Professional, Primavera Team Play, OPM3®
(Privately Held; Management Consulting industry)
2003 — Present (6 years )
Project management and business/IT analyst expertise providing customers with clear goals and the ability to execute strategic solutions. As an independent contractor, I partner with many of the consulting agencies providing management and IT services.
(Public Company; ING; Financial Services industry)
2008 — 2009 (1 year )
Managed new retirement plan implementations and major upgrades for existing programs for large market and government retirement plans.
ING is a premier global benefit provider, and one of the nation’s largest retirement plan recordkeepers. ING offer a broad range of products and services for defined contribution, defined benefit and health and welfare plans of all sizes in all markets.
(Public Company; Financial Services industry)
2007 — 2008 (1 year )
Directed Project Management Office (PMO) for executive management team’s strategic project portfolio.
Upromise, Inc. helps people of all ages achieve their dreams of a college education. Partnered with hundreds of America's leading companies to create a education savings rewards network for Upromise members.
(Non-Profit; Financial Services industry)
2004 — 2007 (3 years )
Developed an add-on OmniPlus hybrid solution for retirement services financial payments.
TIAA-CREF has been helping those in the academic, medical, cultural and research fields plan for and live in retirement. TIAA-CREF is ranked # 2 in recordkeeping assets and #3 in participant records.
(Public Company; Financial Services industry)
2002 — 2003 (1 year )
Project established systems for member statements and a confirmation process built on Oracle platform, which incorporated e-delivery and traditional print through vender integration.
Upromise Investments, Inc., the leading administrator of 529 college savings plans. Upromise provides program management and administration services across 20 direct-sold, advisor-sold, and prepaid plans with over $17.5 billion in assets.
(Public Company; STT; Financial Services industry)
2000 — 2002 (2 years )
SCHOOLHOUSE CAPITAL LLC (Wholly-owned subsidiary of State Street Global Advisors(SSGA))
Recruited to initial startup team for Schoolhouse Capital, LLC’s new Education Savings Plan (529) Program. Oversaw Systems development team which developed vendor and middle-tier participant daily feeds for all participant demographic and financial information.
Administered New Mexico's 529 program through financial distributors such as Oppenheimer Funds, Etrade, and NY Life to name a few: www.theeducationplan.com
(Public Company; STT; Financial Services industry)
1997 — 2000 (3 years )
(Public Company; GWO.TO; Financial Services industry)
1994 — 1997 (3 years )
(Public Company; BKB; Banking industry)
1991 — 1994 (3 years )
Certification , Project Management , 2001 — 2001
BS , Business Admin / Economics , 1982 — 1990
MS , Masters in Technology Management ~ Candidate , 2005
Consulting
INDUSTRY PUBLICATION
"The Tangled Web We Weave: 529 Plans", June 2003
- Published in Venture Quarterly Newsletter and referenced in Mutual Funds News. (copy as requested)