I am a New York based P.M.P. and Six-Sigma Certified Senior Project Manager
specializing in large-scale enterprise technology and operations initiatives.
INTRODUCTION
Objective
Senior Project Manager / Business Analyst Position
Summary:
Senior Project Manager and Business Analyst with 15 years of experience leading complex multi-million dollar projects in technology, operations, and strategy for fortune 500 firms. Agile (SDLC) and waterfall project management expertise. Entrepreneurial self-starter. Excellent communication skills. Outgoing personality.
EXPERIENCE
Employer
BANK OF AMERICA MERRILL LYNCH; New York, NY
2009 - Present
Division
Glob. Markets Tech & Ops (GMTO) and Glob. Info Security (GIS)
Title
Vice President, Technology Project Manager
Position
Software Development Project Manager and Business Analyst
Successes
Business Analysis for Identity & Access Management Systems:
Served as business analyst for three critical client on-boarding, access request management, and entitlement provisioning systems for BAML's corporate and institutional portal, "Mercury".
Software Development Project Management: Managed the development of new client on-boarding and entitlement
applications for Futures Options, Global Custody, and Client Services LOBs. Consolidated multiple disparate CRM tools into a single auto-provisioning application. Led matrix teams of 30+ (SMEs, DEVs, QA/UAT). Reduced client
on-boarding times by 75% and improved client-support experience (as all client data now on a single UI).
Project Manager for Access Request Management: Led a project to reduce risk of unauthorized access to sensitive data.
Managed a team of BA/PMs on a 2-year effort to on-board 900 bank applications onto controlled access request management system.
Project Manager for Access Request Management: Managed a team of 12 BAs on a project to authorize and track data sharing between employees of BofA and the newly-acquired Merrill Lynch before their legal entities and data networks were integrated.
Employer
BANK OF AMERICA MERRILL LYNCH; New York, NY
2007 - 2009
Divisions
Global Markets and Capital Markets
Title
Vice President, Project Manager
Position
Project Manager and Business Manager for Operations
Successes
Project Manager for Merrill Lynch and Countrywide Mergers: Served as Project Manager on both the Countrywide and Merrill Lynch mergers into Bank of America. Contributed to the consolidation of operations, transfer of legacy
assets, and the retirement of legacy technology systems for the Mortgage and Public Finance businesses.
Business Manager for RMBS Desks: Served as business manager for all Bank of America RMBS trading desks prior to the integration with Merrill Lynch. Responsibilities included all non-trading activities essential to the smooth operation of the desk.
Project Manager for New Product Development: Managed projects to develop new commercial real estate loan products.
Employer
BANK OF AMERICA HOME LOANS; Calabasas, CA
2004 – 2007
Division
Marketing Division of Countrywide
Title
Vice President, Market Research and Strategic Planning
Successes
Strategic Planning: Led the strategic planning process for Countrywide’s Marketing division. Drafted annual business plans for 11 marketing groups and tracked
performance against plans. Twice recognized for excellence in strategic planning execution.
Market Analysis: Conducted ongoing market research and analysis on real estate and
mortgage industry trends, and their implications to Countrywide’s core businesses. Compiled extensive reports which were distributed across the enterprise.
Employer
BAINBRIDGE CONSULTING & CAPITAL; San Diego, CA
2001 – 2003
Description
A strategic advisory and boutique investment banking firm providing specialized professional services to Fortune 500 companies. My projects/clients included Microsoft, Toshiba, Diebold, Johnson Controls, FM Global, Dianon Systems, KB Homes, and others.
Title
Senior Business Analyst and Management Consultant
Successes
Competitive Intelligence and Strategy Consultant: Advanced our clients' interests by advising on industry
trends, best practices, disruptions, competitor competencies, and strategic opportunities.
Mergers and Acquisition Specialist: Identified acquisition targets and performed pre-M&A due-diligence for our clients. Strategically established and mediated relationships between our clients their
acquisition targets. Worked on deals between $10M-$100M.
Employer
EARLY EXPERIENCE (Multiple Firms); San Diego, CA
1995 – 2001
Title
Business Analyst/Marketing Consultant/Entrepreneur
Successes
Served as freelance/contract business analyst and marketing consultant to companies across a variety of industries. Clients included Disney, Home Depot, Petco, General
Atomics, Harcourt, Proxima, and several internet start-ups.
CERTIFICATION
Certification
CISM - Certified Information Security Manager (Pending)
2015
Certification
ACP - Agile Certified Practitioner (#1761467)
2014
Certification
Six Sigma Green Belt (earned at Bank of America)
2011
Certification
PMP - Project Management Professional (#1363222)
2010
Certification
Toastmasters - Competent Communicator (#01648097)
2012
EDUCATION
Degree
Masters of Business Administration; San Diego State University
2001
Degree
Bachelor of Science; University of Wisconsin-Madison
1995
Degree
High School Diploma; University of Chicago Laboratory High School
1991
Certificate
Commercial Real Estate Investments; UCLA Extension (GPA 4.0)
