I have but one professional goal – to continue to introduce and oversee the adoption of project management tools, processes, and best practices to enable the time and within budget delivery of critical projects aligned with business goals. It is where my career has focused for the past 20 years and where I have delivered outstanding performance results:
• Most recently, as Program Director / First Vice President for Bank Leumi USA, led all aspects of large, complex technology refresh and automation projects to meet evolving business needs.
• Previously as a Senior Management Consultant for MetLife, established the 1st Project Management Office (PMO) and delivered key projects for the Legal Affairs Department.
• Earlier as Vice President / Technology Division Manager of the Auto Finance Division for JPMorgan Chase, built the team, framework, and model to automate and integrate core business operations for the Default Management and Customer Service Departments.
• During my role as Group Manager of the Credit Lending business, chosen to drive strategic conversion projects in support of merger between Chase Manhattan Bank and Chemical Bank.
I am seeking a new association with an organization who can benefit from my success in building the structure, processes, and teams that have enabled the successful delivery of critical projects / programs with high business satisfaction. I am confident in my ability to make an immediate and long-term contribution to your organization.
Timeline
'13
'11
'09
'07
'05
'03
'01
'99
'97
'95
'93
'91
'89
'87
'85
Board Member - VP Logistics
NYC Chapter
Program Director - Information Technology
Bank Leumi USA
Senior Management Consultant - Corporate Systems - Legal Affairs Support
MetLife
VP - Technology Division Manager - Auto Finance Division
JP Morgan Chase
Group Manager
Diversified Consumer Services Information & Technology
Application Manager - Regional Bank Technology & Operations
Work Experience
Board Member - VP Logistics
NYC Chapter // Jan '12 - Mar '13
Project Management Institute - NYC Chapter
Board Member - VP Logistics 2012-Present
Support chapter goals in helping to promote project management best practices. Responsible for managing event logistics and tasked with process improvement through the use of technology.
Negotiate with corporations to host chapter events, in support of chapter membership growth.
Create and communicate new policy for member Professional Development Unit (PDU) reporting.
Plan and look to implement improvements to registration logistics by integrating bar code and/or QR code scanning.
Pilot and use live webcasts to allow multiple meeting locations for our members.
Collaborate with other board members to integrate their planning processes with logistics scheduling requirements.
Direct and oversee work of volunteer team, supporting logistics activities.
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Program Director - Information Technology
Bank Leumi USA // Jan '08 - Jan '12
Bank Leumi USA
Program Director - Information Technology 2008-2012
Work directly with senior management to plan and execute the IT strategy for the bank.
Successfully implemented the technology upgrade for credit risk reporting, streamlining business processes and delivering an online reporting and query platform to address audit and regulatory needs.
Developed strong partnerships with senior management across entire organization and negotiates and influences key project decisions.
Technology relationship manager to the back office operations group. Led all system project initiatives related to Teller, Money Transfer and SWIFT applications.
Successfully led matrixed teams, inclusive of both internal and external resources.
Managed vendor relationships to achieve optimal results for the bank.
Led and directed activities for two RFP processes, from initiation to final recommendation.
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Senior Management Consultant - Corporate Systems - Legal Affairs Support
MetLife // Jan '07 - Jan '08
MetLife
Senior Management Consultant - Corporate Systems - Legal Affairs Support 2007-2008
Partnered with the IT Vice President and her department helping support the technology needs of the corporation's Legal Department. Acted in several different roles including interim applications project manager, strategy/planning manager, mentor/coach and Project Management/PMO support over 15 months.
Designed and implemented project management and project governance practices used within the IT department.
Managed the RFP process for the selection of an eDiscovery solution from the testing phase through final recommendation to senior management.
Supported senior management in producing metrics for monthly reporting on key initiatives.
Provided support for IT financial forecasting and budget planning.
Coached IT management team on project management processes.
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VP - Technology Division Manager - Auto Finance Division
JP Morgan Chase // Jan '00 - Dec '06
JP Morgan Chase
VP - Technology Division Manager - Auto Finance Division 2000-2006
Led a department of 72 Information Technology professionals supporting the customer service and default management business groups within the Auto Finance Division. This Division generates yearly revenues of over 1 Billion Dollars.
* Developed a roadmap to upgrade and combine IT systems to state of the art technology. The objective was to provide a consolidated view of auto finance customers across multiple business teams, lower overall operating costs and improve call handling times.
* Established a strong relationship with internal and external IT partners who included software vendors, data center support, IT contracts management and IT auditing.
* Managed a budget of over 5 million including staff, project and facilities expenses.
* Led the technology group in support of the strategic business initiative to upgrade to an integrated systems platform. Successful implementation of Fiserv's VehicleLinq Microsoft-based application was achieved in a multi-phase approach that was delivered with minimal down time and reduced technology operating costs by over $500,000/year.
* Partnered with business stakeholders to establish a governance model for software management. Successful implementation of this model helped to prioritize, manage and track all strategic and BAU initiatives.
* Defined and presented approach for a Data Management program to business partners. Won approval and support for the roadmap and received funding for project startup.
* Supported Diversity initiatives, spearheaded leadership and diversity courses throughout the business resulting in a 5% increase in employee satisfaction.
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Group Manager
Diversified Consumer Services Information & Technology // Jan '95 - Jan '00
Group Manager - Diversified Consumer Services Information & Technology 1995-2000
Successfully led the credit lending conversions associated with a financial institution merger. Managed a staff of 37 systems professionals that supported several system applications, including data management,
loan servicing, collections and recovery. Additionally emerged as the technology risk manager for the Diversified Consumer Services Division.
* Managed the merger conversion effort that consolidated 12 distinct systems into 3 over a three year timeline.
* Established, organized and staffed a Technology Risk program that supported five credit lending businesses.
* Coordinated the yearly risk assessment for each line of business and presented findings and action plans to senior management.
* Represented the resource needs for an internal management development program. Managed staffing, mentoring and job placement throughout our division.
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Application Manager - Regional Bank Technology & Operations
Jan '84 - Jan '95
Application Manager - Regional Bank Technology & Operations 1984-1995
Held multiple project lead and project manager positions. Managed numerous application development initiatives, in particular, a customer information system and a contact management system. Supported multiple bank and branch acquisitions. Managed the cash management system that supported personal banking clients.
* Managed in-house development of Retail Bank's first customer information system. Implementation to entire branch platform network accomplished through an organized plan of testing, training and rollout.
* Managed a facility move for a technology department of over 150 people.
* Restructured a systems team and reduced consultant costs by over 50%.
* Integrated the standalone mainframe system for cash management with all of the electronic delivery channels (teller, platform and ATM).
* Utilizing Rapid Application Development methodology, led the development of a business client management tool through the use of a working system prototype.
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