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Work Background
Jenius BankVP, IT Planning Manager - Office of the CIO
Oct. 2023 - Nov. 2024Los Angeles Metropolitan AreaChief of Staff, key liaison, and member of the organization's Technology Leadership Team charged with managing the office of the CIO at SMBC MANUBANK and JENIUS BANK, SMBC group companies (SMBC is one of the largest global banks in the world) under the SMBC Americas Division. Manage extensive relationships between the CxO team, Management Committee, Senior Leaders, Stakeholders, and IT to drive synergies and frictionless interdepartmental communication. Partner with tech leadership to develop, maintain, and socialize a business-aligned technology strategy. Provide thought leadership and best practices to improve and optimize processes. Lead executive business reviews, dashboard and stakeholder reporting (KPI, KRI, OKR), and critical management routines. Lead resource and organizational change management planning. Plan CIO Leadership, All Hands, and Engineering Offsite meetings.
The DIVA FoundationExecutive Director
May. 2023Los Angeles Metropolitan Area
Amazon Web Services (AWS)Senior Solutions Manager, Media & Entertainment
Nov. 2020 - Oct. 2023Los Angeles Metropolitan AreaCloud solutions professional responsible for guiding AWS Media & Entertainment customers through the various phases of their multi-year journey to the cloud. Critical solutions partner to the customer who delivers desired outcomes, earns trust, improves AWS standard and customized service adoption, and ensures the success of large-scale workload migrations and transformations. Drives collaboration between Sales, Support, Solutions Architecture, Professional Services, product/engineering teams, and customer teams to ensure a frictionless customer experience. Translates strategic initiatives into executable actions across operational, educational, and governance aspects. Manage operational cadences, lead reporting and tracking functions, develop education plans, align roadmaps to business outcomes, plan executive briefings, and develop and maintain core team operational mechanisms and tools.
The Walt Disney CompanyVP, Technology, Portfolio Mgmt & Strategy, Disney Entertainment
Mar. 2019 - Oct. 2019Los Angeles Metropolitan AreaTransition executive responsible for leading the transition of technology products portfolio, divisional and enterprise programs, critical and business cases, and high-value business opportunities from 21st Century Fox (21CF) to Disney Direct to Consumer and International (DTCI) Divisions. Partnered with the Office of the CTO and business leaders to conduct product roadmaps and fiscal-year technology and business capital planning for assigned media networks and Disney/ESPN Affiliate Sales, Marketing, and Distribution Divisions. Communicated to and coordinated with business heads, and served as a thought partner to identify how technology could enable the execution of business strategy. Managed work intake and business opportunity portfolios.
• Led team of technology product managers who defined product roadmaps and implemented strategic minimum viable product enhancements to support transition initiatives for the company’s media networks
• Conducted strategic imitative planning sessions for Technology & Operations Executives to drive new business (e.g., Electronic Program Guide/CMS Data Workflow; SVOD/OTT Package Distribution, Programming & Scheduling System Rationalization Assessment, Streaming Password Sharing, and 4K Strategy)
• Directed design and implementation of an Opportunity & Project Lifecycle Management solution and processes to operationalize and unify project lifecycle and client engagement functions across DTCI Tech and business units.
Fox Networks GroupVP, Technology, IT Business Relationship Management
Jan. 2018 - Mar. 2019Los Angeles Metropolitan AreaLed senior-level technology product managers and business analysts who managed client relationships, addressed critical business needs, defined problem statements, developed and aligned product roadmaps, and drove engagement and overall satisfaction with IT. Conducted business reviews. Led partnerships with engineering and delivery teams to review problem statements, analyze requirements, review assets, define scope, analyze feasibility, architect solutions, estimate costs, develop business cases and solution proposals, and prioritize work. Established a business relationship management program and organization (people, processes, tools, and technology) that provided services to cable networks, studios, and corporate business units based in Los Angeles. Managed executive and senior-leader communications and critical business updates for 21CF/The Walt Disney Company merger.
• Led strategic product strategy efforts within the Office of the CIO (e.g., business app cloud migration planning; affiliate distribution system database consolidation and separation assessments; sports crewing & payroll system product evaluation and re-platform; Sports music clearance tracking implementation; rights management systems consolidation; opportunity & portfolio management platform implementation; robotic process automation pilot)
• Identified solutions to achieve business objectives (i.e., grow revenue, increase profitability, improve cash flow, leverage innovation), including recommending solutions (i.e., hardware, software, cloud, build/buy), improving business processes, employing technology, and developing new service offerings
data/broadcast centers
• Prepared executive dashboards, business case documentation, status reports, solution proposals, and presentations
• Tracked and reported OKRs, health, and sentiment KPI’s across relationships, opportunities, projects, and assets
• Drove increase of end-user adoption of solutions deployed into production
KPMGManager, Advisory - Client Solutions & Program Delivery Services
Aug. 2015 - Jan. 2018Los Angeles Metropolitan AreaProvided advisory consulting, executive and C-Suite support, product management, and portfolio/program management services to clients on complex, large-scale business and technology transformation initiatives for clients across banking, automotive finance, healthcare, and mobile carrier clients - as part of a global network of professional firms providing advisory services.
• Led multiple-program regulatory compliance/KYC initiative that implemented technology, future-state processes diagrams, new business processes for top-ten U.S. bank to comply with consent order terms. (Budget $25 million)
• Managed technology and operational readiness initiative for automotive finance company, providing product strategy and road-mapping support and operational readiness for large multi-year billing system replacement. (Budget $15 million)
• Advised senior leadership team of mid-sized national bank on strategic initiatives related to operational efficiency, business process automation, technology, vendor, and organizational structures
• Established governance and PMO infrastructure for integration of finance functions for healthcare and semiconductor manufacturing clients, conducting multiple global acquisitions
NTT DATA ServicesManager
Nov. 2011 - Aug. 2015Los Angeles Metropolitan AreaManagement consultant in the financial services sector managing complex technology projects, planning technology transformations, implementing product strategies, and delivering high-impact engagements. Worked with executive management, business lines, and operations at industry-leading financial services companies to develop business cases and deliver top-rate strategies and business and technology solutions on large-scale portfolios and programs. Oversaw people, engagements, and revenue. Engagement lead for the firm's Business Analysis and Lending Practice Leader for Top-Four U.S. bank engagements.
• Partnered with clients to establish centralized business analysis, QA testing, and project management centers of excellence. Staffed effort with 40 qualified on-shore and off-shore delivery specialists and project consultants for multiple engagements
• Provided management consulting, requirements elicitation, business case, QA best practices, software testing leadership, and execution support to execute a pipeline of 30+ IT and regulatory compliance programs and projects
• Directed C-level and executive reporting efforts for mission-critical mortgage outreach programs focused on time-sensitive loan modification remediation and escalated executive-level complaints
• Established deployment schedule and audit readiness tools to ensure successful portfolio reviews for a major program of 21 work streams aligned to help clients achieve compliance with regulatory standards for loan-modification decisions.
Union BankVP, Strategic Initiatives Manager
Jul. 2009 - Nov. 2011Greater Los Angeles AreaDirected enterprise technology change initiatives. Executive liaison and relationship manager, maintaining strategy alignment for commercial banking products between business units, operations, IT, compliance, data management, and regulatory entities supporting merger/acquisitions and related business unit consolidations. Managed a team of product managers, business analysts, and process engineers. Developed road maps, business cases, and process workflows. Socialized technology strategies C-suite and business heads. Product lead for loan origination and servicing systems transformation (localization requirements, design, and co-build) for migration to an Infosys/Finacle platform designed to consolidate 23 apps into one core banking solution (Budget $25 million)
Union BankVP, Systems Manager
Dec. 2008 - Jul. 2009Greater Los Angeles AreaOversaw operating environments, project pipelines, releases, and staff responsible for supporting commercial/real estate loan origination, documentation, tickler/asset management, and onboarding system end users and technology stacks. Led on/off-shore IT service functions (system admin, 24/7 help desk, and dev teams) supporting 2,000 end-users. Managed global vendor relationships for commercial banking systems. Automated and optimized over 40 critical business and operational processes.
• Decommissioned 5 duplicative loan-doc and collateral tracking databases and consolidated data and functionality to a single platform, resulting in a streamlined workflow, paper elimination, and automated reporting, saving $250,000 annually
• Upgraded loan origination workflow, boarding systems, and interfaces to ensure compliance with regulatory standards
• Oversaw rationalization of commercial banking/wealth management apps on physical servers in the operations center and migration to a private cloud environment in the southwest US domiciled (DR) data centers
Urban One, IncAir Personality
Sep. 2007 - Apr. 2008Greater Los Angeles Area
The D.I.V.A. FoundationExecutive Producer
Oct. 2005Los Angeles Metropolitan AreaEmmy Nominated Executive Producer and Production Manager of veteran actress and activist Sheryl Lee Ralph's Annual HIV/AIDS Benefit live & televised concert ‘DIVAS Simply Singing!’. Responsible for leading development, creative, talent production, live and broadcast voiceover, marketing and promotion, contracts, and logistics. DIVAS Simply Singing! is the largest fundraising program of The D.I.V.A. Foundation and the longest consecutive running HIV/AIDS benefit in Los Angeles - now in its 33rd year.
Union BankVP, Business Systems Consultant
Apr. 2005 - Dec. 2008Greater Los Angeles AreaProduct & Business Analysis leader responsible for Commercial Banking technology stack. Developed commercial banking operations technology transformation roadmap. Led Enterprise Requirements Definition & Management Committee responsible for establishing best practices and improving quality of business and functional requirements for enterprise. Represented data and technology needs for business stakeholders (commercial, small business, real estate, and wealth management) as the Commercial Credit Data Quality Working Committee liaison.
CitiQA Manager
Sep. 2004 - Apr. 2005Glendale, California, United States
ChaseSenior Project Manager
Oct. 2002 - Sep. 2004Los Angeles Metropolitan Area
Bank of AmericaOfficer, Change Manager
Jun. 1998 - Nov. 2001Chicago, Illinois, United States
Bank of AmericaCommercial Credit Compliance Officer
Mar. 1997 - Jun. 1998Chicago, Illinois, United States
Liberty International NetworkNational Director, Media & Technology
Sep. 1989 - Dec. 2006Greater Chicago AreaLed media and technology teams for a global network of community organizations. Managed media sales, production operations, post-production, marketing, corporate communications, graphic and print services, and web services. Streamlined media operations and implemented innovative solutions, including campus-wide digital projection and videoconferencing, global Intranet, and web collaboration tools. Oversaw production of radio and television programming, including Midwest Emmy® Award-winning television drama series, “The Awakening.”
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