RESUME
PROFESSIONAL EXPERIENCE
General Contractor Woburn, MAGeneral Manager: 1/••••• PresentEstablished new business in the construction field to manage and procure the development of home additions and remodeling from start to finish. Establish and maintain vendor relations for all aspects of construction including proposals, estimating, budgets, labor pools and scheduling. Manage and train a crew of 3 full-time laborers. Responsible for accurate and timely P&L forecasting for on-time and on-budget job completion. Other duties include:n Utilize various software to design, specify and implement home additions in the metro-Boston area n Skilled as general carpenter for framing, and finish work n Experience in design, install, re-finish and repair of commercial and residential properties ranging in value from $•••••K to $1MM.n Additionally involved in Marketing and Sales planning to generate additional revenue for small private construction company.n Construction Supervisor License - Spring of ••••• Back Bay Technologies, Inc. Needham, MAProject Manager: 1/1/••••• 1/•••••/•••••A key member of the BBT team, with ••••• years experience in managing technology projects for key financial services clients. Extensive experience in project planning, budget management, detailed delegation and follow-up, and technology implementation for mission-critical, time sensitive financial systems. My background includes end-to-end execution from up-front creative design through back-end development, implementation, and support. Executed customer-focused style brings full communication, total team involvement, and disciplined execution to every project and initiative. Recent BBT engagement has been managing the design, development, testing, and implementation of an eProcurement Portal at a Fortune ••••• Financial Services company. The solution leveraged iPlanet Portal Server, iPlanet Application Server running BuyerXpert, LDAP, and an Oracle database. Major enhancements were made to the iPlanet Portal Server and BuyerXpert products to meet the customers requirements, including creation of a role-based architecture, the creation of custom service providers, integration with LDAP, installation of HTTPS authentication scheme, integration of external applications, and single sign-on functionality. Responsible for nurturing the relationships between the business group, IT groups, and external vendors, communicating status and issues, and managing the detailed implementation plan to •••••ng the testing and implementation phases, prepared and executed the dress rehearsal planning deliverables for the project. He authored the detailed implementation plan that integrated the application development, infrastructure, and business tasks required for a successful implementation. Finally, he defined procedures and environment changes required to support the projects once they go "live."
Non-Profit Organization Woburn, MAOffice Administrator: •••••/••••• •••••/••••• Coordinated various activities for a small non-profit organization including: Coordinated billing and accounting duties Office duties including budget review and ••••• Burlington, MATechnical Project Manager 8/••••• •••••/••••• Managed a team of developers that worked in conjunction with Product Management and Marketing in for the development and implementation of web site content. Performing in the capacity as an Implementation Manager, as well as Technical consultant, I was successful in developing project standards and policies for this start-up company. His tasks included creating business scope, defining business requirements and developing detailed technical requirements for various products written primarily in PERL, as well as Java Script. Responsible for ensuring testing methods and practices were enacted for the ••••• web site. Additionally, participated in the development and launching of new products geared towards the financial services market. Highlights include: Developing Project Management Standards and Policies Managed Product Upgrades and Implementations written in PERLActively participated in the development of a strategic business model to launch new products and services
Standard & Poors Lexington, MA Project Manager: •••••/••••• 7/••••• Managed the analysis, development and implementation of generic and customized •••••(k) web sites for an investment advisory firm. Performing in the capacity as an Implementation Manager, as well as Client Relationship Manager, developed detailed project plans for a product called the •••••k Advisor. Developed strong business relationships with clients and third party vendors throughout the product life cycle implementation(SDLC): Managed on average, ••••• full-time JAVA web developers on a UNIX platform Created weekly status reporting of plan progress as well as budgetary tracking for various clients Generated customer invoice and billing process for product line•••••Executed Testing methodology for the migration of the product from test to production
Aztec Technology Partners Boston, MASenior Project Manager: •••••/••••• 9/•••••Managed and consulted small to large scale ($•••••K-$1M) real-time market data systems implementations and application integration within the financial services market. Developed and coordinated a financial seminar, focusing on Straight Through Processing for prospective financial services clients. n Developed and implemented project management life cycle methodology for Systems group n Prepared monthly P&L reporting of budgetary data for tracking project statusn Mitigated project management risk factors by monitoring deliverables and milestonesn Managed and scheduled appropriate resource pool of consultants
KPMG Boston, MASenior Consultant: 6/••••• 9/•••••Consulted clients on Year ••••• project management office methodologies and strategies in an effort to prepare systems and businesses to aggressively manage the millennium changes.n Acted as the Project Advisor to the desktop/client server arena for a host of major financial services firms.n Prepared a variety of presentations for client proposals regarding implementation strategiesn Conducted a comprehensive review of software tools available in the marketplacen Led training courses on the use and implementation of project materials
Evergreen Keystone Service Company Boston, MASenior Systems Analyst Programmer: 2/••••• 5/••••• Responsible for the analysis and development of the KIRC transfer agency systems, with particular emphasis on integration with disparate proprietary investment systems such as Portia n Prepared Technical and Functional Requirements Documentation n Developed and tested code with third generation program languages such as Easytrieve and including Cobol II programs n Led successful data conversion of •••••k Shareholder accounts from one legacy system to multiple client serversn Managed and trained the business community system integration efforts through various one-on-one and class training sessions n Acted as the Technical Lead for COLD Imaging workflow management implementation
Mutual Funds Service Boston, MASystems Development Analyst: •••••/••••• 1/••••• Analyzed and developed System enhancements for premier Transfer Agent clients using Multiple Asset System (MAS). Upgraded and deployed system enhancements to the Majic fund accounting system. Managed the development and integration of Majic with MAS for shareholder related data, including account profile and BlueSky reporting. Additionally, supervised fund accountants in daily operations of closed and open ended funds. Responsible for daily position and reconciliation. n Produced business specifications for Systems enhancements including analyzing current processing and standards, making cost analysis comparisons, documenting system requirements, and customizing ad-hoc reporting for financialsn Prepared and executed accepting testing environmentn Prepared and presented Client Training documentation
Shareholder Services Group Boston, MASenior Business Analyst: 2/••••• •••••/•••••Responsible for the analysis and development of a •••••(k), Defined Contribution recordkeeping system, DCXchange. n Participant in JAD sessions to develop business strategyn Created the analysis and requirements documentation for implementing the back-end office system, DEC/VAX Online queryn Developed a full-blown System Test Plan for the Online queryn Directed and Managed the System and User Acceptance Test environments
TECHNOLOGY
Thirteen years of experience in Financial Services and High Tech Sectors:Focus: Web Site Design, Development and Implementations Project Management and Execution with emphasis on strong customer relationship management Software Development Life Cycle - full life cycle with CMM Level 2 experience Business Process and Analysis thorough business processes evaluation and documentationSoftware: J2EE-compliant application servers, including iPlanet Application Server and BEA Weblogic IPlanet Portal Server, iPlanet Directory Server, iPlanet BuyerXpert, iPlanet ECXpert Java, J2EE, JavaScript, XML, ASP, HTML, various editors, IP Networking Visual C•••••, FootPrints, Windows •••••, •••••, •••••, NT, Microsoft ••••• Office Suite VisioSystems Experience: Systems Analysis and Conversions (CMS, TRUST-AID, AMTRUST, SEI/EBR) Software Testing Methodologies and QA Unix Administrator
KEYWORDS
Project Manager, Program Director