Experience

MUFG in the Americas

• United States
• Banking
• 1 - 100 Employee

• Vice President, Commrcl Card Platform Mgr

  • Jul 2013 - Present



Msquared Consulting (USA)

• IT Services and IT Consulting
• 1 - 100 Employee

• Senior Consultant

  • Aug 2012 - Jun 2013

  Project Manager role for various business/technology projects; waterfall methodology; Clarity project management system. Consulting at a leading financial institution in the role of Technical Project Lead •Guiding efforts of the IT workstreams within the commercial product launch initiative •Collaborating cross-functionally with other stakeholders throughout affected groups •Proactively guiding the team in managing the many implications of the impending changes and standing accountable for: oUnderstanding the over-arching project vision, mission and strategy, including objectives, metrics, stakeholder segmentation, and planning implementation challenges (both known and potential) oCreating and managing project plans associated with the workstreams responsible for driving the technology efforts for the program. oAssuming ownership of risk management and risk mitigation for all IT workstreams within the commercial card initiative oLeading team meetings, holding team members accountable for project timelines and milestones oSupporting the program manager to address technology challenges and managing implications of all changes across disciplines and lines of business oManaging vendor relationships in relation to IT requirements and coordinating with the internal technology team Show less



WesCorp

• United States
• Financial Services
• 1 - 100 Employee

• Product Manager, Marketing Division

  • Dec 2006 - Jul 2012

  Responsible for managing all aspects of business lifecycle, including product strategy, technical project lead, tactical plan, analysis of market dynamics, and partner/vendor relationships, for multiple payment-card products and various payment systems products. • Increased PCard product profitability by 39% YOY. • Increased PCard portfolio spend by 48% YOY • Project Lead & SME providing formalized project management of technical, risk and operational related workstreams and bank control decisions; responsible for large initiatives that improved product offerings, reduced expense, increased profitability and servicing to members o TSYS platform “start-up” for commercial purchasing/T-E & business credit card products; SME and decision maker related to set-up, implementation, development & testing o Led front-end application conversion project (Works to AOC) o Led FDR De-conversion project o Leader for Visa BIN adds and deletions project o Led Visa BIN transfer project, third party vendor contract transfers and Visa Membership closure o Defined roles/responsibilities in support of all products bringing groups together across organization and 3rd-party o Conducted Vendor RFP, evaluation, contract development and negotiations • Designed and implemented fraud strategy that kept fraud well below a fraction of 1 basis point – far below P-Card industry average • Developed new Business Card product to enhance Commercial Card suite and to increase profits • Built and implemented robust marketing plan including complete creative/marketing strategy, budget/forecast, competitive analysis, product websites, online user group, e-newsletter, educational webinars, trade shows, case studies, sales training and incentive plans, direct marketing, and a successful account-development program – optimizing products’ market position and financial returns consistent with corporate strategy Show less



Wescom Credit Union

• Banking
• 400 - 500 Employee

• Manager, Workflow Systems, IT Division

  • Jan 2002 - Dec 2006

  Provided leadership and direction for enterprise content management (ECM) across the organization; designed/executed strategic plan to capture opportunities to transform data content into valuable assets. Project Lead for various organization-wide projects. • Project Lead in the development of an automated Lending workflow process utilizing IBM FileNet and image capture products; result was reduction in auto loan processing time by three days (Process received recognition at the FileNet Annual User Conference!) • Led project developing enterprise-wide record-retention policy, content management strategy, and document-imaging policy; selected and implemented new complementary data storage and email content storage application working closely with IT staff, bringing various groups together to partner in achieving business and regulatory compliance, reduction in cost of legal discovery and elimination of three offsite document-storage sites • Successfully managed multiple technical vendor relationships • Organization-wide project lead for initiatives such as IT server retirement, Business Resumption Planning, telecommunications vendor management invoice quality control, branch receipt/deposit image capture Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Vice President & Manager, Wire Operations

  • Sep 2001 - Jan 2002

  Managed the Bank’s wire operations and system. •Developed policies, procedures, and risk controls that improved transaction efficiency, reliability of records, and internal audit results •Conducted regular review of regulatory requirements & statutes to ensure compliance •Developed disaster recovery plan and staff training to ensure business continuity •Project Lead to transfer wire activity from Countrywide outsourced to major banks, in-house to the newly purchased Treasury Bank. This project required bringing together multiple groups for development, testing and implementation Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Sr. Manager III, Account Services

  • Mar 2001 - Nov 2001

  Managed all deposit and item processing operations at multiple sites. •Managed direct and indirect staff of 300 •Re-engineered several processes reducing cost, increasing efficiency and internal/external customer satisfaction •Developed risk assessment and control procedures resulting in improved control, risk mitigation, and improved internal audit reports Managed all deposit and item processing operations at multiple sites. •Managed direct and indirect staff of 300 •Re-engineered several processes reducing cost, increasing efficiency and internal/external customer satisfaction •Developed risk assessment and control procedures resulting in improved control, risk mitigation, and improved internal audit reports



Glendale Federal Bank

• Burbank, California

• Vice President, Electronic Banking

  • Aug 1996 - Nov 1998

  Managed ACH, ATM and Debit Card operations. •• Recruited for my card industry expertise and to “improve” the Debit Card profitability • Defined project scope, planned and led execution of card processor conversion (to FDR) improving efficiency, establishing platform for growth, implementing a fraud neural network, decreasing fraud losses by 38%, and increasing profits. Leveraged broad background in vendor relationship management to manage technical interface and operational services with third party providers MasterCard and FDR. Worked closely with various internal divisions inclusive of Information Technology and led teams responsible for development, testing and issue escalation through conversion •Analyzed card usage and developed growth strategy that increased income •Conceptualized/implemented custom dispute tracking/reporting application, improving Reg E compliance •Centralized ATM Balancing project lead •Implemented in-house fraud neural network and 24x7 call center improving customer service, decreasing fraud loss, identified risk, installed controls, defined policy and published policy, and increased product profitability •Oversaw the project management of PEP Plus upgrade improving ACH controls, mitigating risk Show less



First Interstate Bank, Wells Fargo Bank

• Los Angeles, California

• Vice President and Manager, BankCard Division

  • Jan 1985 - Aug 1996

  Managed credit and debit card operations for a card portfolio exceeding 3 million accounts, including cardholder and merchant services, settlement, accounting, disputes, chargebacks, compliance and arbitration. •Implemented workflow improvements, policies and procedures for banking offices nationwide resulting in increased efficiency enabling acquisitions with little to no ops cost •Managed multiple projects to meet organization’s strategic plans, e.g. system conversions, piloted a Bank-by-Mail Branch, and launched the On-Call-Banking Bank, served as Operations Manager •Key leader in the launch of debit card product card operations •Developed Division Business Resumption Plan and successfully implemented the plan following the 1994 Northridge earthquake Show less