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Work Background
NFPProgram Manager, M&A Integration Management Office
Nov. 2019New York, New YorkLead M&A integration program and a team of PMs in migrating recently acquired firms onto our Agency Management Platform. Manage all other operational project intake, program roadmap, and cross-functional planning.
Management ConsultantManagement Consultant
Aug. 2016 - Nov. 2019Greater New York City Area• Provide management consulting and technology advisement services for small businesses in the greater New York City area with a focus on digitization and migrations of operations to the cloud • Service offerings include business analysis, process engineering, build vs. buy analysis, vendor engagements to onboard new software, operationalizing new technologies within the businesses, training management and staff, and support
JPMorgan Chase & Co.Executive Director, Program Director, Oversight and Control
Jun. 2013 - Aug. 2016New York, NY• Built and led a high performing program team charged with responding to a Matter Requiring Attention (MRA) from our regulators rooted in failed operational controls identified as a result of the ‘London Whale’ and Bernie Madoff scandals • Directed the technical execution of a firm wide operational risk reporting system (incl. data visualization, structured reports, ad-hoc report building environment, SAS Farm, predictive analytics and correlation analysis) for firmwide RCSA, Issue & Action Plan, Loss and Risk Event data • Created the business-side Program Management Office capability: initially as hands-on Project Manager, then as Program Manager, hired and managed a team of 8 direct reports (BA’s, QA Lead, PM and PMO Coordinator). Established all program & project management standards, tools and governance processes. Defined system business requirements, workstream plans, and operational processes including support, training and change management • Regularly presented multi- year product roadmap to firm senior management and stakeholders. Served as product manager for all data on- boarding projects, including new data visualizations, metrics dashboards, automated management scorecards, ad-hoc / event based reporting and numerous platform innovations and functionalities • Built a motivated PMO staff through effective leadership practices focused on continuous communication, timely coaching and regular 1: 1 feedback Established a progressive learning environment to build PMO resource skill sets and mentor junior team members
Nomura SecuritiesResource Manager, VP, Fixed Income Technology
Sep. 2011 - Apr. 2013New York, NY• Led the Fixed Income Technology Project Management team in Front-to-Back presentations to FIT senior management • Managed all Fixed Income Technology KPIs, resource management, and headcount planning • Collaborated with the CAO in distilling all quarterly and annual project and function financial reporting • Chaired FIT PM staff meetings with regional and global reports to provide direction around new initiatives, process improvements and general project management and business analysis best practices
OmgeoProject Manager
Sep. 2008 - Aug. 2011New York, NY• Project manager and Scrum Master within the Program Management Office focused on delivering 18 month, multi-million dollar cross functional projects for Omgeo trade processing systems • Chaired TradeSuite product program working sessions, drove cross functional team members towards achieving milestones while communicating progress and status regularly to management via reporting and steering presentations • Built out a pre-execution framework and estimation team with the goal of raising the confidence levels of estimates by facilitating an open and transparent forum for the Analysts, Development Team, QA Leads and Marketing Team to openly question and discuss the high level requirements of a proposed project prior to project execution
Lehman BrothersAssistant Vice President, Project Manager
Feb. 2006 - Sep. 2008New York, NY• Business analyst and project manager for corporate application development projects. Wrote BRDs, designed functional wireframes for developers, tested applications in beta, wrote and disseminated communications to internal clients and managed product launch • Designed an RFID badging system to capture client visit data points when on-site at the HQ campus including hosted conferences (room-by-room speaker interest), HQ floor-by-floor visits/relationships and NASD gifting regulations controls
Interpublic Group (IPG)Web Portal Manager
Jan. 2000 - Jan. 2006New York, NY• Designed, coded and maintained a Market Research portal for the dissemination of our Center for Marketing Intelligence (CMI) market research reports to subsidiary ad/marketing firms
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