Amy Ling, PMP, CSM,CSPO

Project Director at Manulife
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA
Languages
  • Chinese Native or bilingual proficiency
  • English Native or bilingual proficiency
Skills

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Credentials

  • Recognizing and Seizing Opportunity at Work
    LinkedIn
    May, 2023
    - Sep, 2024
  • Emotional Intelligence for Project Managers (Blinkist Summary)
    LinkedIn
    Apr, 2023
    - Sep, 2024
  • Ten Habits of Mentally Strong People
    LinkedIn
    Apr, 2023
    - Sep, 2024
  • Using Gender Inclusive Language
    LinkedIn
    Mar, 2023
    - Sep, 2024
  • Learning Information Governance
    LinkedIn
    Dec, 2021
    - Sep, 2024
  • How to Be Both Assertive and Likable
    LinkedIn
    Oct, 2021
    - Sep, 2024
  • The Six Morning Habits of High Performers
    LinkedIn
    Oct, 2021
    - Sep, 2024
  • PMP
    Project Management Institute
    Nov, 2007
    - Sep, 2024
  • Certified Scrum Master
    Scrum Alliance
    May, 2019
    - Sep, 2024
  • Certified Scrum Product Owner (CSPO)
    Scrum Alliance
    Sep, 2019
    - Sep, 2024

Experience

  • Manulife
    • Canada
    • Insurance
    • 700 & Above Employee
    • Project Director
      • Nov 2016 - Present

      Tasked as Business Project Director to oversee program financial, operational readiness, business requirement delivery, and User Acceptance Testing of Manulife Goals-Based Investing program. Successfully launched game changer GBI LDI (Liability Driven Investing) mutual fund product to Retail customers via Manulife Securities Advisor distribution channel in 2018. Leveraging Agile delivery methodology to continue enhance GBI product and open to wider distribution channels.2019 October - participated in GWAM Hackathon event built a prototype to solve a security lending business problem. Show less

    • Senior IT Project Manager
      • Jun 2015 - Oct 2016

      Successfully migrated accounting book of records system - Maximis from HPUX platform to Linux platform in 10 months. As part of the project, led the team upgraded Maximis application from 2014 Release to 2015 Release. In an effort to ensure business continuity to the General Account, we successfully mitigated the risk to current Maximis application as follows:• the application vendor SS&C no longer support Maximis running on the current HPUX operating system as of January 31, 2016 and will only support a Red Hat Linux platform going forward. • the existing HPUX hardware platform is 2 years beyond extended support and poses significant risk of hardware failure. The completion of Maximis platform upgrade project ensures we maintain hardware, operating system, and application currency. As part of the project we also standup a new ODA (Oracle Database Appliance) platform for GSD which provides database high availability and disaster recovery capability.Hedge Analysis and Measurement – Tasked as a Technology PM to enhance Findur Derivative system by implementing Hedge Analyzer solution. Show less

  • TD
    • Pakistan
    • Technology, Information and Media
    • 1 - 100 Employee
    • Senior Project Manager
      • Oct 2014 - Jun 2015

      Tasked to identify strategic solution and recommend options to move forward a challenge regulatory project in Red Status:  Implemented a short term solution in three months to remediate IIROC finding related to client statement  Developed long term strategic solution which supports TD Wealth to advance Centralized Security Master strategy and address security asset categorization gaps  Succeeded in turning project from Red to Green status within two months. Assigned as the lead Technology Delivery Manager to support CRM2 F2016 (Client Relationship Model, Phase 2) program in initiation phase (solution envisioning, funding approval request, scope definition and governance setup):  Organized technology teams in participating Pan Wealth Client Reporting Engine vendor selection and Fee Engine Buy / Build architecture assessment  Coordinated the technology delivery of 4 related strategic projects (Client Reporting Engine, Fee Engine, Performance Measurement, and Data Stream)while these projects work through funding and scope challenges and work to define the governance model  Advanced the program forward by developing options, assessment criteria, and cost estimate for leadership to make informed decisions Aligned Business Architecture and Solution Architecture to define strategic solutions supports IT 3.0 standard. Show less

    • Project Manager, TRMIS
      • May 2013 - Oct 2014

      Tasked as a Business Project Manager managing a portfolio of DIAMOND II (Digital Identify Access Management On Demand) Service Delivery projects and launches Release 1.0 Password Synchronization to over 50,000 Canadian employees: Directly managed BA, BAT Lead, Change Management resources in completing business deliverables Adhered to RMLC, PMLC methodologies in completion of Business Case Wrapper, Business Requirements, Organization Change Management, Privacy Impact Assessment, BARA (Business Application Risk Assessment), Readiness Assessment  Demonstrated outstanding project management and leadership skills, while gaining the respect of the team and management Organized all of the elements of the program clearly and depicting the interdependencies within the project  Excellent organization skills, which results in detailed tracking of every issue affecting program delivery and scope Leveraged Organization Change Management (OCM) process by actively working with Line of Business teams in rolling out an enterprise access management solution  Fully absorbed the scope of the DIAMOND project and keenly aware of any deviations from the scope. As these deviations arise, recommended that proper change control be followed and appropriately approved  Delivered Phase 1.0 DIAMOND Service Foundation & rolled out Password Synchronization function to 50,000 Canadian employees Defined a product capability roadmap to enable Password Self-Service, Attestation & Remediation Service and Access Auto Provisioning Service in the future phases Expanded risk management knowledge by oversee DIAMOND One application onboarding process and identify opportunities for process improvement. Show less

    • Project Manager
      • May 2011 - May 2013

      Tasked as an Enterprise Project Manager lead Fabric Consolidation, Tape Encryption and various initiatives in Storage Engineering Team:  Consistently managed to plan and been very diligent in managing meetings, minutes, action items and providing timely and accurate dashboard reporting for all projects Executed SAN Fabric Consolidation Program to consolidate TD SAN switches from three platforms (Brocade – out of support, McData, Cisco) to a single strategic platform (Cisco). This program encompassed 7 waves and 800 servers in scope for migration planning and execution. Demonstrated agile project delivery in launching Tape Encryption solution in 5 months to address NetBackup audit finding  Successfully completed many SAN migration initiative for Storage Engineering team. Show less

    • Infrastructure Project Manager
      • Jan 2009 - Apr 2011

       Provided expert guidance to Technology Solution partners and ensure ITS deliverables are met Established strong working relationships with TS partners Exhibited a strong understanding of IT best practices and ensured these are incorporated into the project  Demonstrated keen ability to track and manage many concurrent activities and consistently prepared and on top of all topics that involve in the assigned projects  Lead the infrastructure component planning and execution of Business Banking Program (BBP) CreditLink Business project.  Completed the required infrastructure build and testing in support of the launch to all Small Business Banking users Managed the delivery and implementation of new application servers (AIX and Windows servers) and Oracle database servers to support BBP strategy to separate Release 2 and Release 3 projects Lead a team of three Infrastructure Project Managers in supporting all infrastructure requirement for Envoy Program Show less

    • Project Manager - WMTS
      • Jul 2006 - Jan 2009

       Launched WebBroker eServices Phase One project to introduce online tax documents to Wealth Management clients Coached BA to gather business requirements and ensured business work packages such as Training and communication were executed successfully Successfully implemented eServices Phase Two project to enhance eDoc Portal application by deploying one new web service for two consuming applications to enable service oriented architecture design Completed initiation and planning phase of TD Mutual Fund - Fund Number Expansion Project (executed the delivery of Phase one - Primebase Fund Number expansion) Demonstrated strong leadership skill by managing a project team from different technology and business functional teams. Show less

    • IT Team Leader / Manager
      • Jun 2003 - Jun 2006

       Managed a team of 7 IT Analysts supported 30 Wealth Management applications which includes 6 key Book of Record (BOR) systems for TDAM, Private Trust, and PIC businesses Coordinated Year End and Holiday processing planning for all Wealth Management BOR systems (IBM OSS, Mpower, SMS, Primebase, Unitrax, SEI, Prepaid) and key trading systems (Funds OE, WebBroker, TalkBroker, and TeleMax) Lead the planning and execution of FundSERV Link and InvestOne application DRP tests  Created Problem Management Agreement for all TDAM and Private Trust applications, and participated in the creation of various Service Level Agreement and Contracts with external vendors Show less

    • Senior Application Analyst
      • Dec 1999 - Jun 2003

       Upgraded TeleMax and TalkBroker middleware (PERI-GLAPI) software redeployment project to improve application stability Managed the cleanup of Telemax mutual fund vocabulary database, and documented the procedure for ongoing support Developed SME knowledge of EBS applications, and successfully implemented multiple projects to enhance the performance of the applications Supported Vantage application for TD Wealth Private Investment Advisors and participated in various WebBroker and IBM OSS release projects. Show less

  • TD Wealth Management
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Senior Trader
      • Oct 1997 - Dec 1999

       Provided excellent customer services by executing trades (stock, options, mutual funds, bonds, and money market instrument) and coordinating client inquires and solving trading issues.  Prepared daily CE report for compliance department and team’s monthly productivity analysis report.  Designed and presented Chinese version of option seminar training for Asian customers.  Provided excellent customer services by executing trades (stock, options, mutual funds, bonds, and money market instrument) and coordinating client inquires and solving trading issues.  Prepared daily CE report for compliance department and team’s monthly productivity analysis report.  Designed and presented Chinese version of option seminar training for Asian customers.

Education

  • Ryerson University
    Project Management Certificate
    2004 - 2009
  • Seneca College of Applied Arts and Technology
    Computer Programmer
    2000 - 2003
  • CSI
    Canadian Security Course & CPH
    1996 - 1997
  • Ryerson University
    Certificate of Accounting and Finance
    1995 - 1997

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