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Work Background
Wells FargoSenior Lead Project Manager
Aug. 2023 - Mar. 2024Charlotte, North Carolina, United States• Program manager for CPG’s portfolio of technology projects, all transitioning to industry leading SAAS providers. High profile program with impactful business and technology change across hundreds of users. - $10M budget
• Serving as project manager for two of the projects in the program including a highly customized Construction Management tool and a Carbon Accounting reporting tool. Working with all levels of the business, technology, and vendor partner organizations.
Brighthouse FinancialSr. IT Solution Owner (ITSO), Client Solutions Technology Delivery
Jun. 2020 - Jul. 2023Charlotte, North Carolina, United StatesEnterprise Funds Administration (EFA) Sr. IT Solution Owner (ITSO), Client Solutions Technology Delivery
• Technology solution definition and delivery leader of the critical path system for BHF’s variable annuity and life policies’ daily fund pricing, trading, and separate accounting; ~$83B BHF proprietary and third-party fund assets
• Defined, executed, and successfully delivered the BHF EFA system implementation, including 65 interfaces across 10 policy admins and 15 fund companies plus 3 surround reporting applications; partnered closely with the BHF EFA business solution owner, Funds Mgmt and Separate Accounting, MetLife EFA stakeholders, Hosting Vendor and BHF shared services - $3.3MM budget
Wells FargoVice President, Business Initiatives Senior Manager, Human Resources
Feb. 2018 - Nov. 2019Charlotte, NCEnterprise Functions HR Portfolio Delivery Built team of 10 to support enterprise function (audit, finance, HR, legal, risk, technology, Strategy and Execution office (SEO), stakeholder relations) human capital plans (HCP), and change initiatives, including business transformations, regulatory remediation programs, and Center of Excellence (CoE) formations.
Partnered with Enterprise Functions HR senior leader to execute HCP strategy meetings defining horizontal solutions to deliver consistent team member experiences impacting ~95K team members.
Contributed in developing HR’s team member-centric strategy, including guiding principles, voice of the team member, test and learn, and iterative implementation.
Wells FargoVice President, Business Initiatives Senior Manager, Payments, Virtual Solutions & Innovation (PVSI)
Apr. 2015 - Feb. 2018Charlotte, NCInnovation Group ($100M)
Managed annual spend across 10 enterprise initiatives, including annual strategic planning, business case and KPI development, enterprise liaison, financial management, and initiative scorecard reporting.
Built and led program delivery team, growing to 9 direct reports focused on Innovation Group’s highest priority enterprise initiatives (artificial intelligence (AI), digital documents, omni-authentication, and voice enablement).
Created, with peers, an enterprise agile transformation capability roadmap to guide agile transformations at scale. Recognized in 2017 as a Wells Fargo Top Performer, Innovation Group / CAO (considered to be top 1% of company).
Wells FargoVice President, Project Manager, Wealth Brokerage & Retirement (WBR)
Dec. 2011 - Mar. 2015Charlotte, North Carolina AreaRetail Retirement / Wells Fargo Advisors (WFA) Co-led WFA / Retail Retirement integration with a WFA leader, implementing target operating model to align retail retirement products and services to WFA’s go-to-market strategy and operating model.
Retirement Income Strategic Initiative ($10MM)
Led a multi-year cross functional program to create and deploy a retirement income planning capability for WFA to address client and advisor needs and creating competitive advantage.
Retirement Solutions (RS) Program Management and Planning (~$2MM)
Facilitated retail retirement’s annual strategic planning process, in close partnership with RS leader, requiring capture and presentation of cost/benefit assessments to inform leadership prioritization
Retirement Data Integration (RDI) ($13MM)
Led transformational highly complex, cross LOB, multi-year / phased program to advance the online and mobile experience for 401K plan participants(>1MM), integrating participant and account data and with enterprise platforms.
Directed digital, technology, and IR&T program managers requiring extensive collaboration to create cohesion with clear understanding of accountabilities, processes, and reporting lines to all 3 organizations.
Wells FargoRetirement Technology Strategic Plan Definition/ Alignment & Reporting Lead
Apr. 2008 - Dec. 2011Charlotte, North Carolina Area- Executed technology strategy development approach including capture and assimilation of corporate strategy, business strategy, key technology and industry influencers and current state technology to define future state
- Aligned Retirement LOB, Corporate Technology Strategic Plans and MBOs to drive Retirement Technology goal definition delivered in annual town halls, mid and end of year progress report delivered to Retirement leadership
Wells Fargo Vice President, Technology Manager, Retirement Technology
Jan. 2004 - Dec. 2011Charlotte, North Carolina AreaWealth Retirement and Trust Technology (WRTT) Workforce Location Optimization (WLO) Led opportunity assessment of onshore, near shore, offshore, outsourcing, and lower cost delivery models, to create expense savings lowering technology cost of ownership (TCO).
Liaised between Technology and Operations Group (TOG), WLO Initiative, and WRTT leadership to educate and execute WLO opportunity assessments, financial modeling, business case, and program management.
Wells Fargo / Wachovia Retirement Technology Integration ($40MM)
Defined and led retirement technology multi-project, multi-phased integration program to transition to retirement technology’s target operating model (TOM). Primary liaison for WRTT CIO, Retirement Services and Wealth Brokerage Retirement (WBR) Integration PMOs.
Established project office in alignment with Wells Fargo’s technology project management and compliance processes, tools and, deliverables with a focus on alignment with agile delivery model.
Wachovia / A.G. Edwards Annuity Integration ($5.5MM; Wachovia acquisition of A.G. Edwards $374B in client assets)
Co-led multi-phase, matrixed annuity integration, including system selection, gap analysis, and conversion plan definition and delivery of annuity positions and insurance licenses.
Annuity Consolidation Technology Transformation ($5MM) Partnered with business sponsor to define and execute a large-scale technology platform transformation, including automation of annuity trade order entry via third-party vendor application and core systems integration, enabling retail retirement to become a leading annuity distributor in the United States.
Wells FargoVice President, Technology Manager, Retirement Technology
Jan. 2004 - Dec. 2005Charlotte, North Carolina AreaWachovia Retirement Services (WRS) CRM Implementation
Led implementation of common CRM platform with Evergreen Institutional Asset Management (EIAM), enabling holistic lead/client view to further cross LOB collaboration to grow institutional client relationships Enterprise Financial Planning Initiative
Collaborated with Wachovia strategic services to lead a cross-functional team in defining vision and requirements for a strategic financial planning tool to service client segments across all distribution channels.
AccentureSenior Manager, Financial Services Practice
Sep. 1995 - Jan. 2004Charlotte, North Carolina Area Wachovia / Offitbank Acquisition Wealth Management CRM Implementation Lead First Union (FTU) Capital Management CRM / Siebel Solution Delivery Leader First Union Securities / Everen Acquisition Front Office Information Systems Team Lead NationsBank Call Center Solution Definition and Delivery Leadership
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