Experience

• 

  CONNECTAPAC

  • San Mateo

  • Director/Manager, Technical Program Management

    • May 2016 - Present
    • San Mateo

    Responsible for ConnectAPAC Go To Market strategies in Asia• Managed Program and Product Teams to develop GTM strategies for Hong Kong and Malaysia• Worked directly with clients and diverse stakeholders to set expectations and timelines• Lead detailed resource assignments and forecast planning to ensure on-time and under budget • Oversee Business process design to deliver sprints on time and under budget• Partnered with all stakeholders to ensure deliverables were prioritized and completed on time• Collaborated with all areas of the company and clients to ensure all buy in from all groups to move forward• Worked with product marketing teams to update and develop marketing plans with timelines for completion• Managed expectations for financials, scope and timeline as detailed in RFP, SOW or Change Order

• 

  Fisher Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Manager, Program Team

    • Jun 2013 - Apr 2016

    Responsible for strategic direction for Sales/Marketing teams• Led and coordinate complex projects with cross functional initiatives with the organization• Created GTM activities with timelines and deliverables in collaboration with Sales Organization forecast• Initiate and created product roadmap quarterly with collaboration from Product Teams• Managed all release into Development environment and Production environment to ensure stable environments for the business• Utilized MS Project, Smartsheet in conjunction with Gsheets and Slack to collaborate across offices• Worked with Senior Management to develop, transform and execute overall investment accounting strategy

  • Manager -Business Intelligence

    • Feb 2010 - May 2013

    Responsible for strategic business intelligence initiative and building a team to support program • Vendor analysis and implementation of analytics software: Tableau, QlikView and IBM • Replaced all Institutional Statements with automated reporting from BI engine• Built data warehouse to support firm reporting requirements

  • Disaster Recovery/Business Continuity Program Manager

    • Jun 2007 - Jan 2010

    Disaster Recovery/Business Continuity ManagerResponsible for creating team to implement business continuity program and disaster recovery plan to ensure the firm is operational after any major business disruption• Fast-paced and high-stress position requiring ability to make quick decisions which impacted recovery time for business• Ability to work with in time constraints and high pressure to meet critical business needs• Exceptional collaborator across entire organization with the ability to influence without authority• Successfully built BCP application with $1MM budget

• 

  Wells Fargo

  • Manager Business Systems Consultant, Trust and Investment Systems Group

    • Aug 2004 - May 2007

    $2MM in successful implementation of projects across multiple groups within Wells Fargo Bank.Group responsible for determining business requirements, sizing, funding, development, implementation and ongoing support for Tier 1-2 projects.• Recognized as an expert and visionary in providing strategic business solutions to enterprise-wide technology initiatives• Acted as a liaison between business groups and technical organization by planning, conducting and directing the analysis of the complex strategic, corporate-wide business problems to be solved with automated systems• Participated in transforming strategic enterprise architecture and design principles into specific system requirements and specifications

  • Manager, Portfolio Asset Management Technology Group

    • Jun 2001 - Jul 2004

    Manage team of business and technical analysts supporting Wells Fargo Private Client trading system with a running budget of $1.2MM.Responsible for support and development of investment trading system for Wells Fargo Bank. Supporting over 200 portfolio managers, trading desk and risk management group.• Worked with business partners to prioritize initiatives, obtain funding and manage initiatives through to implementation• Developed customer tracking system in order to meet service level agreement with businesses• Implemented affiliated trading process generating in excess of $500M in commissions per year

• 

  Advent Software

  • Manager, Senior Consulting Team

    • Jun 1998 - May 2001

    Team analyzed and implemented Advent Suite of financial products to Advent’s largest clients. Created efficiencies with client processes by integrating Advent products with industry standard tools.Responsible for analyzing Advent’s most sophisticated and complex clients to determine configuration needed to successfully implement Advent products.• Interacted with all levels of management within firms from CEO to technicians• Managed core group of technical consultants to research, implement, and document new technologies • Worked with Product Management group to determine business requirements for future functionality of products• Responsible for successfully training and setting up consultants in Melbourne, Australia and Frankfurt, Germany

• 

  Princeton Financial Systems

  • Manager, Regional Sales Support

    • Feb 1994 - May 1998

    Managed sales and technical support for Western Region. Worked with sales managers to analyze prospective clients.Responsible for reviewing prospect business processes to develop presentation to senior management. Documented business requirements and solutions to be implemented. Generated in excess of $2MM in revenue• Worked with business users to develop solutions to be implemented• Developed process to automate and complete RFPs efficiently• Created competitive analysis of strengths and weaknesses for investment management and trading systems• Constructed interfaces using standard desktop applications to demonstrate flexibility and ease with products