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Work Background
United Site ServicesSenior Project Manager / Sr. Data Migration PM
May. 2024 - Aug. 2024Massachusetts, United States · RemoteShort term contract position to manage both a Order System and Open AR migration as well as a large Integration migration project intended to span 12 months. Parent company opted to cancel numerous projects in portfolio shortly after work began so projects were shuttered. Fabulous humans and great developers however and would absolutely work with again in the future!
CiscoTechnical Project Manager
Dec. 2023 - Apr. 2024United States · RemoteShort term Contracting Arrangement to supporting multiple SDLC, Data Lake and Customer Facing initiatives within Success Track department as a Contractor Technical Project Manager (TPM). Contractors released April of 2024 due to market pressures. Great team and enjoyed the time while there!
AT&TCybersecurity Project Manager (CSaS, Security Orchestration) for AT&T Cybersecurity - Contractor
Aug. 2022 - Dec. 2023Arizona, United States · RemoteLong Term Contractor position to support day to day operations and drive organizational improvements within Cyber as a Service security group. In parallel managing contract relationships and ensuring delivery of high value implementations.
AderantIT Project Manager / ITPMO Portfolio Management
Nov. 2020 - Aug. 2022Atlanta, Georgia, United States · Remote• Hired to identify, analyze, and organize their full suite of internal projects (IT, Business Systems, ERP/accounting, Security, Cloud Operations, R&D and Operations) and then formalize that body of work into a transparent and accountable PMO style portfolio.
• Identified all work efforts, stakeholders, business objectives, project timelines, budget guidelines, project teams and current status/blockers for all existing efforts within 90 days, then forecasted all project for next 18 months to gain holistic view of work ‘on deck’ within following 60 days
• Divided portfolio into low risk, manageable efforts that could be self-maintained by existing departmental teams with a Project Lead versus those that required more hand on support (UAT, Sprints, Critical Release)
• Directly took on PgM role for any effort that was critical in nature but spanned multiple departments or required complex and frequent communications with (Business Sys, Prof Services, DevOps, Cloud)
• Created and managed quarterly executive steering committee with Senior VP and C Suite to build and maintain awareness of large and critical efforts and address any enterprise-wide risks or negative trends
Bluewater - Consulting for Learning, Talent, and Human Capital ManagementDirector, HCM Practice
Apr. 2020 - Nov. 2020Richardson, Texas, United States · Remote• Initially hired as Senior IT Project Manager to directly manage Service Delivery Projects for HRIS SaaS products with a specialty in Security Controls, RBAC, and Data Security. Directly managed large/enterprise level HCM project implementations (LMS, TMS, ATS, Payroll) from project kickoff through implementation (averaging 6-8 enterprise level project load at all times)
• Fostered strong relationships with clients, channel partners, third party vendors, and distributors.
• Managed cross sales opportunities within existing clients/projects and coordination ground level support throughout the contracts process (Forecasting, Terms, Timeline, Signature, Billing), performed all Budgetary and Financial Management tasking (Project, Individual/Team Actuals, ROI/Profitability, Utilization) and Lead weekly results sessions (Client Health, Project Performance, Risk/Escalation, Vendor Engagement) and Executive Steering Committees and Risk Management/Business Continuity sessions
• When PMO Manager departed business offered Director level promotion managing Project Management Office and HCM/Payroll Teams. Tasking included staffing, resourcing and risk management of all critical or strategic level client facing projects under management for team of 12 Project Managers.
• Departed business to return to more IT, Infosec and GRC aligned opportunity.
Bluewater - Consulting for Learning, Talent, and Human Capital ManagementProject Management Office (PMO) Manager
Oct. 2019 - Nov. 2020Richardson, Texas, United States · Remote• Managed Project Management Office and HCM/Payroll Teams to include staffing, resourcing and risk management of all critical or strategic level client facing projects under management
• Directly managed large/enterprise level HCM project implementations (LMS, TMS, ATS, Payroll) from project kickoff through implementation (averaging 6-8 enterprise level client projects load at all times)
• Fostered strong relationships with clients, channel partners, third party vendors, and distributors
• Identified cross sales opportunities within existing clients/projects and coordination ground level support throughout the contracts process (forecasting, terms, timeline, signature, billing)
• Financial management and forecasts (Project, Individual/Team Actuals, ROI/Profitability, Utilization)
• Lead weekly results sessions (Client Health, Project Performance, Risk/Escalation, Vendor Engagement) and Executive Steering Committees and Risk Management/Business Continuity sessions
Bluewater - Consulting for Learning, Talent, and Human Capital ManagementSenior Project Manager
Oct. 2018 - Nov. 2020Richardson, Texas, United States · Hybrid• Direct managed the 'Kick Off' through 'Go Live' and successful delivery of a variety of leading Talent Management suite of solutions within a portfolio of fast-paced, complex and high visibility Enterprise Level customer engagements.
• Accountable for leading the successful delivery of a project or program as per the scope and objectives.
• Supported workshops around Talent Management best-practices, Transformation enablers (i.e. Change Management, Governance, Process Re-engineering) and Implementation
• Leveraged personal commitment to quality, knowledge of talent management solutions, best practice process analysis, and a deep understanding of change management for the best outcomes of both the company and the client
• Managed and directed all forms of risk management, escalation and remediation relative to engagement
• Lead financial and budget management relative to engagement
Mosaic451Director, PMO | We protect and maintain critical IT infrastructure
May. 2018 - Oct. 2018Phoenix, Arizona Area · Hybrid• Identified, sized, planned and executed IT, Compliance and Infosec projects, business programs and strategic initiatives
• Fostered collaboration between leadership, stakeholders, team members and non-technical resources
• Lead project team during all factors of project lifecycle; escalate status/risk as necessary
• Initiated project discovery (confirm scope, requirements, schedule, resources, budget, hazards/risks)
• Built and executed project plans; schedules (document plan, milestones, schedule, WBS, tickets)
• Managed internal project team meetings, standups, sprints (progress, risk analysis, impacts)
• Maintained detailed programmatic documentation (avg. 12-18 docs per project; RACI/GOSP)
• Lead biweekly PMO/EPM sessions (Health, Performance of Projects; Stage Gate progression)
• Provide coaching, performance feedback; project staff leadership and direct report mentoring
Mosaic451Deputy Director, PMO at Mosaic451 | We protect and maintain critical IT infrastructure
Jun. 2017 - May. 2018Phoenix, Arizona• Hired to identify, size, organize and execute IT, Compliance and Infosec projects, business programs and strategic initiatives and foster a strong collaboration between leadership, stakeholders, team members and non-technical resources within a Cybersecurity consulting organization.
• Managed all factors of project lifecycle: lead project discovery (confirm scope, requirements, schedule, resources, budget, hazards/risks), executed project plans and schedules (document plan, milestones, schedule, WBS, tickets), managed internal project team meetings, standups, sprints (progress, risk analysis, impacts) and maintained detailed programmatic documentation (avg. 12-18 docs per project; RACI/GOSP)
• Within 90 days tasked with building and staffing M451’s first PMO, lead biweekly PMO/EPM sessions (Health, Performance of Projects; Stage Gate progression) and provided project staff leadership, escalation support.
• Also performed as Sales Liaison attending all Sales meetings, supported pricing and contractual negotiations and ensure PMO and engineering skill sets were available for staffing (Staff Augmentation)
Mosaic451Senior Program Manager at Mosaic451 | We protect and maintain critical IT infrastructure
Jun. 2017 - Jul. 2017Phoenix, Arizona AreaJoined Mosaic451 to lead critical IT Programs/Projects, support key corporate initiatives and drive process improvements.
Product & Program Management Consulting | Falkor Enterprises, LLC (Single Owner, Operator)Consultant, Product, Project and Program Management Services (1099, B2B, W2)
Apr. 2013United StatesLong Term and Highly Respected Project Management Ninja - providing on demand Program/Project Management services for large-scale, high value and complex UI/UX and technology initiatives as a representative of their respective firm (1099, B2B).
• Key focus:
* Software Projects - GTM, Roadmaps, Coding On Prem & Cloud, SDLC/Agile heavy, SCRUM champion
* IT Infrastructure projects - Hardware, Software, Middleware, bare Metal/DC and Cloud based
* Cybersec/Infosec - Scanning, Pentesting, 3rd Party Vendor Audit, Remediation, Documentation
* Data/Informatics - Data transformation, migration, housing, GDPR, Records Retention
* Engagement Management/Service Delivery for 3rd Party Software in Client Facing Roles (SaaS)
* Ticketing Systems (ServiceNow, Atlassian/Jira)
* Accounting Systems/ERP (Primavera, Oracle, custom ERP)
* Custom Training Applications, LMS Rollout, Compliance (ISO 27000, 27001; SOC 1, 2)
* Technical Writing, Documentation and Compliance Record Keeping
• Successfully completed 43 concurrent PMO based IT and Compliance projects with 92% under budget; 100% on time delivery with High/Extreme Impact rating (94% on time overall); 12-24 mon timeline; $3-5M budget; ‘must achieve’ or ‘1A’ status; Average Project Team Size: 15-80 personnel – Stakeholders, Exec Team, SME’s, Tech Staff, Project Team and Security, Compliance and/or Federal Regulation impacts
Blue Cross Blue Shield of ArizonaSpecial Assignments
Nov. 2012 - Apr. 2013Phoenix, AZStill with the great folks at BCBSAZ, and working on special assignments and key projects within the corporation!
NAIFA Arizona State BoardChairperson
Jun. 2011 - Jun. 2012Serving as Programs and YAT chair support NAIFA State objectives and still an enthusiatic member of NAIFA-Scottsdale as my local!
CSA General Insurance Company / BCBSAZGeneral Manager
Oct. 2009 - Nov. 2012Blue Cross Blue Shield of ArizonaCSA General Insurance Agency, Inc. (CSA GIA) specializes in affordable, high quality insurance products ranging from employer paid to voluntary offerings. With our options, Employers and Clients alike will be prepared for life's unexpected events with peace of mind and comprehensive benefits. CSA a great team in a great industry
Benefits by Design AZBenefits Consultant
Mar. 2009 - Aug. 2009Joined this great group of agents to focus on LTCi, Medicare Supps/Advantage products, Life Insurance, Disability products.
Paired with the great reputation the firm already has in Group and Individual Health Insurance, Vision, Dental, STD/LTD and other ancillary line it was a perfect fit! My time with their team was wonderful and I endorse their services highly!
NAIFAPast President 2009-2010
Jan. 2006 - Jun. 2011Served in a Number of Board beginning in 2006 and as local President for NAIFA Scottsdale from 2009-2010 through my year as 'Past President'. Moved to State Board in 2011-12 but will always miss this crew - just amazing!
Heartland LTCVice President
Mar. 2005 - Mar. 2009Phoenix, Arizona, United States• Promoted from Marketing/IT Director to Vice President of Operations
• Realigned existing technological services/vendors to better support long term production needs
• Leverage competitive advantages in high ROI products/workflows to improve cash flows
• Designed and implemented automated marketing collateral and communications campaigns
• Implemented General Agency and National Account programs (branding/industry awareness)
• Designed sales quotas and sales force compensation packages (fixed/performance/incentive)
• Increased sales force by 25% annually; active agent retention by 72%; revenue by 13.7% annually
After 5 years I became Vice President of the agency and spent the majority of eleven years meeting and recruiting agents who wished to enter the LTCi business. It was a wonderful introduction to the insurance industry, the dynamic products in the marketplace and a great platform to learn from.
Heartland LTCOperations, Marketing/IT Director
Jan. 1998 - Mar. 2005Paradise Valley, Arizona, United States · On-site• Hired to lead customer support, procurement and contract management for rapidly growing Agency
• In first year promoted to Lead Operational Support liaison (external facing customer support/resolution)
• Within 15 months promoted to Marketing Supervisor. Added duties to manage communications and training campaigns and supervise all operational and support staff. Reduced ‘time-to-market’ and increased cost savings by more than 3 months/24% net savings per campaign and employee retention improved to 88%.
SRT, IncMarketing Assistant
Jun. 1997 - Dec. 1997Tempe, Arizona, United States · On-site• Directed sales and marketing efforts in direct support of six Marketing Directors, CFO and President
• Scheduled meetings, client events and managed interdepartmental projects
• Designed compliant marketing for publication, implemented web presence and lead design team
US ArmyCombat Paramedic
Jan. 1993 - Dec. 1997
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