Experience

St. Mary Parish

• Non-profit Organization Management
• 1 - 100 Employee

• Director of Evangelization

  • Aug 2021 - Present

  Winchester, Massachusetts, United States


2K Creative Communications, LLC
• Co-Founder

  • Jul 2021 - Present


Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Director, Compliance Strategy & Planning

  • Oct 2008 - Jun 2021

  Boston, MA Manage the Fidelity Brokerage Services Compliance Reporting and Communications Programs focusing on strategy and planning which include: o Development, implementation and management of a centralized project database, quarterly dashboards, and online data and content gathering tools o Development, implementation and management of the Knowledge Management Program and its repository o Management of the executive management broker/dealer quarterly reporting process across multiple business… Show more Manage the Fidelity Brokerage Services Compliance Reporting and Communications Programs focusing on strategy and planning which include: o Development, implementation and management of a centralized project database, quarterly dashboards, and online data and content gathering tools o Development, implementation and management of the Knowledge Management Program and its repository o Management of the executive management broker/dealer quarterly reporting process across multiple business unit Compliance, Legal and Risk groups. o Development and management of the communications plan for the Fidelity Brokerage Services (FBS) Compliance group. - Manage the quarterly senior management FBS Compliance business reviews process and facilitate the quarterly all day meetings and discussions. - Manage the annual senior management FBS Compliance business strategic, development and report planning process. - Develop and manage FBS Compliance Data Strategy Program and chair the monthly Data Request Committee - Act as subject matter expert for reporting, compliance communications, process improvements and special data analysis and workflow projects. - Manage various Compliance projects, specifically those related to SharePoint 2013 custom projects, as well as provide business analysis, design, creation and development.

• Director II

  • Apr 2008 - Oct 2008

  Director II in the National Financial Services (NFS) Compliance department. - Oversee the Compliance Operations group, including oversight of two compliance surveillance analysts. - Oversee the system administration for the e-mail review and surveillance systems. - Oversee the distribution and tracking of the NFS Semi-Annual Employee Survey. - Find opportunities for improvement and greater efficiency of operational activities. - Manage surveillance projects and specifically… Show more Director II in the National Financial Services (NFS) Compliance department. - Oversee the Compliance Operations group, including oversight of two compliance surveillance analysts. - Oversee the system administration for the e-mail review and surveillance systems. - Oversee the distribution and tracking of the NFS Semi-Annual Employee Survey. - Find opportunities for improvement and greater efficiency of operational activities. - Manage surveillance projects and specifically projects involving the Actimize Case Manager platform. - Gather, define and write Surveillance project business requirements. - Participate in user acceptance testing for Surveillance projects. - Update operations policies and procedures to accurately reflect current operations processes. - Develop and implement a process for the analysis of surveillance alerts and reports and oversight of supervisory management alerts and reports.

• Project Director

  • Apr 2006 - Oct 2008

  Project Director (4/06 – 3/08) in the National Financial Services (NFS) Compliance department. - Managed and had oversight for Fidelity Capital Markets Services (FCMS) and NFS Compliance Surveillance projects, specifically projects involving the Actimize Case Manager platform. - Worked with the Internal Controls Program Management Office to develop Compliance internal controls processes. - Gathered, defined and wrote business requirements for Surveillance projects. - Coordinated and… Show more Project Director (4/06 – 3/08) in the National Financial Services (NFS) Compliance department. - Managed and had oversight for Fidelity Capital Markets Services (FCMS) and NFS Compliance Surveillance projects, specifically projects involving the Actimize Case Manager platform. - Worked with the Internal Controls Program Management Office to develop Compliance internal controls processes. - Gathered, defined and wrote business requirements for Surveillance projects. - Coordinated and participated in user acceptance testing as well as ensured issues were recorded, tracked and resolved. - Developed user acceptance test strategies and test plans that clearly identified the acceptance procedures for which Compliance will accept a new project into production. - Designed, developed and implemented Compliance operations databases and efficiency tools.

• Principal Quality Assurance Engineer

  • Jul 2001 - Jul 2004

  Principal Quality Assurance Engineer in the Fidelity eBusiness Quality Assurance department specializing in correspondent business unit applications. - Directed and monitored the work of Quality Assurance team members for project completion and user satisfaction on large scale projects. - Developed and maintained thorough test plan strategies, test calendars, project progress and status reports for the Quality Assurance project team. - Ensured that system defects were recorded and… Show more Principal Quality Assurance Engineer in the Fidelity eBusiness Quality Assurance department specializing in correspondent business unit applications. - Directed and monitored the work of Quality Assurance team members for project completion and user satisfaction on large scale projects. - Developed and maintained thorough test plan strategies, test calendars, project progress and status reports for the Quality Assurance project team. - Ensured that system defects were recorded and tracked to resolution. - Participated in peer reviews of test plans, process improvements and overall test strategies as well as provided input to line managers on Quality Assurance team members’ performance on a project. - Developed strategies for the improvement of departmental policies, procedures and processes.

• Senior Quality Assurance Engineer

  • Sep 2000 - Jul 2001

  Boston, MA - Developed thorough and detailed test plans that effectively validate a system’s requirements, functionality and performance and executed these plans. - Assisted the Quality Assurance project lead in planning project schedules, test strategies and project status reporting for medium to large projects. - Participated in peer groups to improve departmental policies, procedures and processes.


Houghton Mifflin
• United States
• Sr. Quality Assurance Engineer

  • 1999 - 2000

BrownCo.
• IT Services and IT Consulting
• 1 - 100 Employee
• Project Manager

  • 1989 - 1999

Medical Personnel Pool
• United States
• Hospitals and Health Care
• Administrative Assistant

  • 1983 - 1989