Strategic Partnerships

• Apr 2020 - Present

Responsible for the management, classification, organization, filing and safekeeping of the company's sales contracts and other marketing documents. Responsible for preparing, compiling and maintaining the company's sales contracts. Customer relationship management , as well as training, market expansion tasks Responsible for the management, classification, organization, filing and safekeeping of the company's sales contracts and other marketing documents. Responsible for preparing, compiling and maintaining the company's sales contracts. Customer relationship management , as well as training, market expansion tasks

The Boss

• Apr 2018 - Apr 2019

Project Manager

• Jun 2016 - Apr 2018

Project Manager - AML

• Jul 2013 - Feb 2015

Responsible for managing the implementation of technology enhancements to support the U.S. Anti-Money Laundering (AML) Program: Plan AML technology initiatives Perform detailed research and design of proposed AML solutions Ensure effective project management, tracking of status, and accurate management reporting related to AML Technology & Analytics Group projects Provide recommendations to improve monitoring applications and methods based on identified risk and control gaps Act as liaison between AML Technology & Analytics Group and Lines of Business and legal entities Program manager for Currency Transaction Reporting CTX application replacement: Have new CTR application meet newly augmented AML standards Coordinate with project managers of related initiatives to obtain benefits to achieve strategic objectives Provide summary level centralized status on individual projects up to the program level Show less

Project Manager

• Aug 2011 - Aug 2012

Assigned to provide the following functions within Wells Fargo Advisors (WFA), St. Louis, MO: Provided project management expertise for the rollout of the business planning tool to the First Clearing firms’ financial advisors (up to approx. 7,000 nationally) and provided the following services: Successfully completed pilot rollout of business planning tool to two securities firms, thus completing proof of concept and resolved production issues in preparation for general release Acted as program manager, collaborating with project managers from the following areas to assure successful rollout: Data Management, Information Technology, Business Development Group Developed training curriculum and provided train-the-trainer services for firm principals Worked with the firm principals to provide support services Developed cost analysis for pricing of the tool Business analysis (lending, assets under management, etc.) to verify effectiveness of Growth Accelerator Program Monthly status reporting to executive group for growth team Show less

Project Manager

• Sep 2010 - Feb 2011

Assigned to provide the following functions within Wells Fargo Advisors: Develop, manage, and deliver training to WFA development team on core BETA development tools. Training to provide knowledge transfer on BETA brokerage business functions. Troubleshooting with WFA regarding issues on the BETA system using subject matter expertise of BETA development environment. Acted as project manager toward the successful completion of deliverables on statement of work. Assigned to provide the following functions within Wells Fargo Advisors: Develop, manage, and deliver training to WFA development team on core BETA development tools. Training to provide knowledge transfer on BETA brokerage business functions. Troubleshooting with WFA regarding issues on the BETA system using subject matter expertise of BETA development environment. Acted as project manager toward the successful completion of deliverables on statement of work.

Project Manager

• Jan 2009 - Aug 2010

After successful completion of Bangalore development project in the project manager and liaison roles, promoted into project management office (PMO) as project manager. Was assigned to lead key strategic projects, as well as support key infrastructure initiatives. Responsibilities included: Project management and providing full life-cycle project deliverables (e.g., project charter, project plan, status updates, reporting, risk mitigation, issue resolution, etc.). Managed the scheduling of project team resources within matrix environment; resources were not dedicated to projects, thus diligently worked with development resource managers to productively schedule resource time. Show less

Project Manager / Bangalore Liaison

• Jul 2008 - Jan 2009

Primary objective was to establish the framework to utilize the Bangalore, India development staff within the Brookfield, Wisconsin developmnet teams. Responsible for fulfilling role of project manager and ownership of the Project through: - Creation and management of project charter, training plan, risk mitigation plan, communication plan, project plan, etc. - Acting as strong advocate of the project throughout all areas that are affected - Working closely with executive and project sponsors for effective decision-making - Alignment of key stakeholders throughout the organization (executives and senior Bangalore staff were fully aware of program and received buy-in) and assuring team preparedness (e.g., resources were identified, appropriate support documentation was in place, etc.). Project had a successful completion in January of 2009, with development capabilitie transferred to the Bangalore development team. Show less

Project Lead

• Jun 2006 - Jul 2007

Responsible for leading new product development, ongoing maintenance and support of securities processing software. Duties included supervising / leading and assigning project and operational workloads for a multidisciplinary team (for up to eighteen technical developer and business analyst resources) focused on driving the business and technical direction of various projects. Responsibilities included: Assignment planning and resource allocation / management to meet project goals. Evaluation of work performance and providing mentoring, staff development and training, as necessary, to meet project and operational objectives. Resource management, including interviewing and providing hiring decisions. Providing annual performance reviews, as well as disciplinary action. Show less

Senior Programmer Analyst

• Feb 2005 - Jun 2006

Programmer for new product development, ongoing maintenance and support of securities processing software. All enancements and customizations were written in COBOL and CICS. Responsible for performing entire lifecycle implementations (i.e., planning, coding, testing and implementing). Languages and Tools: COBOL, COBOL II, CICS, DATACOM, DB2, SQL, TSO, SPUFI, PLATINUM. Additional Programmer for new product development, ongoing maintenance and support of securities processing software. All enancements and customizations were written in COBOL and CICS. Responsible for performing entire lifecycle implementations (i.e., planning, coding, testing and implementing). Languages and Tools: COBOL, COBOL II, CICS, DATACOM, DB2, SQL, TSO, SPUFI, PLATINUM. Additional