Experience

Innovative-e, Inc.

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Sr. Director, Financial Services Industry Solutions

  • Sep 2023 - Present



USAA

• United States
• Financial Services
• 700 & Above Employee

• Director, Strategic Delivery/Strategy and Planning

  • Mar 2017 - Sep 2023

  San Antonio, Texas Area • Leader of a team of extremely talented and experienced, Director level, Program Managers; charged with delivering the highest priority and most strategically significant initiatives within the USAA Bank. • Managed all HR activities for the Strategic Delivery Organization, including mentoring, maintenance of staffing levels, management of individual and team goals, employee relations, and career development. • Responsible for the managing strategic alignment, planning, funding… Show more • Leader of a team of extremely talented and experienced, Director level, Program Managers; charged with delivering the highest priority and most strategically significant initiatives within the USAA Bank. • Managed all HR activities for the Strategic Delivery Organization, including mentoring, maintenance of staffing levels, management of individual and team goals, employee relations, and career development. • Responsible for the managing strategic alignment, planning, funding, governance and operations of annual technology portfolio, for one of the largest banks in the United States. • Designed, implemented and directed the Opportunity Management and Lean Portfolio Planning process and toolset for a Bank-wide technology investments. • Multi-year contributing author, to the Annual Strategic and Operational Plan, coordinating all aspects of technology operational planning activities to integrate with the USAA Strategic and Operational plan and achievement of Bank and Enterprise Strategic objectives. • Core member of Enterprise capital and expense recognition committee, charged with re-designing agile accounting, finance and delivery processes to ensure defensibility of annual investments. • Process Owner responsible for the Monitoring and Management of the Bank Annual Technology Operational Plan, coordinating and ensuring governance of all operational plan activities. • Core member of USAA Enterprise Portfolio Management Process and Tooling committee; driving requirements, processes, evaluation, selection and implementation of tools and processes to enable the achievement of Agile PPM and financial management compliance and continuous improvement. Show less



Bridgepoint Education

• United States
• Education Management
• 700 & Above Employee

• Director, Project Management Office

  • Nov 2010 - Nov 2016

  greater san diego area •In collaboration with the Chief Operations Officer, Chief Information Officer and other executives, defined, designed, implemented and maintained a Strategic Planning and Opportunity Management Process •Designed and implemented an Enterprise Opportunity Management System, allowing executives to capture, track, analyze and report metrics to the Board of Directors for all portfolio requests, through the delivery lifecycle to benefits harvesting •Directed the Project Management Office… Show more •In collaboration with the Chief Operations Officer, Chief Information Officer and other executives, defined, designed, implemented and maintained a Strategic Planning and Opportunity Management Process •Designed and implemented an Enterprise Opportunity Management System, allowing executives to capture, track, analyze and report metrics to the Board of Directors for all portfolio requests, through the delivery lifecycle to benefits harvesting •Directed the Project Management Office through Organizational Transformation from internal development and hosting focused model to Cloud/SaaS/IaaS focused model •Established the Program Management Office to serve the interests of the organization, by directing the delivery of and providing the resources and processes to manage and govern those programs. •Led up to 15 direct reports, including 4 Associate Directors of Program Management and 11 Project Managers and Scrum Masters. •Managed all Human Resource activities for the PMO, including maintenance of proper staffing levels, setting and attainment of individual and team goals, mentoring, talent/career development, and rewards/recognition based on achievement of metrics and goals. •Responsible for the successful delivery of a varied portfolio of Agile and Traditional Software Development, SaaS, Business, Regulatory and Compliance, IT Infrastructure and Facilities projects exceeding $50M in Annual Budget. •Designed and operationalized departmental and project accounting process in partnership with Accounting and Finance to allow for increased identification and recognition of capitalizable costs. •Budgetary responsibility for planning, monitoring and controlling financials including ongoing internal and external labor allocations and Opex vs. Capex expense for PMO and project portfolio. •Assisted in the design of Business Technology Services reorganization and process modification to allow for transition to a Technology Services model. Show less



LPL Financial

• United States
• Financial Services
• 700 & Above Employee

• Director, Project Management Office

  • Aug 2008 - Nov 2010

  • Promoted to this position - I envisioned and built from the ground up the PMO for 200 person Application Development department, later used as the model for all Business Technology Services Portfolio Management. • Leveraged EPM solutions to save over $1M in Contractor Resource spend within the first year. • Designed and implemented strategic resource planning process to allow for efficient 12 month rolling resource capacity and onboarding forecasting, in support of 500 person BTS… Show more • Promoted to this position - I envisioned and built from the ground up the PMO for 200 person Application Development department, later used as the model for all Business Technology Services Portfolio Management. • Leveraged EPM solutions to save over $1M in Contractor Resource spend within the first year. • Designed and implemented strategic resource planning process to allow for efficient 12 month rolling resource capacity and onboarding forecasting, in support of 500 person BTS organization. • Hired, on-boarded, trained and mentored to productivity all new PMO personnel, building the PMO team from 6 to over 30 personnel in 1 aggressive growth period preceding IPO. • Guided 33 Project Managers and Business Systems Analysts to deliver $35M annual project portfolio with zero audit findings. • Conducted evaluation and chaired selection committee of Enterprise Resource Planning tools • Directed implementation of Enterprise Portfolio Management System and process definition for Application Development department, eventually adopted by entire BTS organization. • Defined and operationalized Project, Program, Portfolio and Departmental processes, including common financial reporting and tracking processes for 500 person BTS organization. • Owned Audit Process Controls insuring compliance for SAS70, SOX and Internal Audit initiatives.

• Senior Project Manager

  • Jul 2006 - Aug 2008

  • Program leadership for internal and external teams providing Insured Deposit Account solution • Project leader for $450M Financial Managed Asset Market Expansion • Program Leader for the creation of a web application providing Financial Advisors functionality to manage cash and investment accounts online. • Program Leader for the creation of a web application and incoming fax imaging utility to allow financial advisors record and manage accounts deposits and the accompanying… Show more • Program leadership for internal and external teams providing Insured Deposit Account solution • Project leader for $450M Financial Managed Asset Market Expansion • Program Leader for the creation of a web application providing Financial Advisors functionality to manage cash and investment accounts online. • Program Leader for the creation of a web application and incoming fax imaging utility to allow financial advisors record and manage accounts deposits and the accompanying documentation. • Creation of a custom web application giving Financial Advisors the ability to easily create and manage web sites. • Guided design and implementation of alterations to existing back end processing of Money Market Accounts to allow for future expected exponential growth. • Creation of a web application that allows Financial Analyst to quickly and easily compile and share key financial information with Advisors.



Verizon

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Technical Project Manager

  • Dec 2004 - Jul 2006

  • Promoted to this position - I guided all functional and technical aspects of Agile project delivery and product maintenance for multiple code bases related to web and client based self and assisted service utility, with a user base of approximately 10 Million Yahoo, MSN and Verizon end users. • Delivered browser based thin client self and assisted service utility to Verizon customers, beating 3rd party product provider to market with their own product. • Managed 24hr quality process… Show more • Promoted to this position - I guided all functional and technical aspects of Agile project delivery and product maintenance for multiple code bases related to web and client based self and assisted service utility, with a user base of approximately 10 Million Yahoo, MSN and Verizon end users. • Delivered browser based thin client self and assisted service utility to Verizon customers, beating 3rd party product provider to market with their own product. • Managed 24hr quality process, supplemented by offshore testing teams.

• Sr. Developer

  • Feb 2004 - Dec 2004

  • Maintained and extended third party software, responsible for monitoring and resolving pc and connectivity difficulties for approximately 10M Yahoo, MSN and Verizon end users.



Alcatel-Lucent Motive

• Telecommunications
• 1 - 100 Employee

• Deployment Consultant

  • 2001 - 2003

  • Provided Project Management and Development consulting on numerous engagements, for Self and Assisted Service Solutions to leading Broad Band Providers.



Computer Sciences Corporation (CSC)

• IT Services and IT Consulting
• 1 - 100 Employee

• Financial Services Software Development Consultant

  • 1999 - 2000

  Austin, Texas, United States • Developed Custom Enterprise Insurance Applications in COBOL and Java, providing technical and functional leadership on projects with budgets exceeding $7M and teams of up to 14 people.