Contact Info


Summary of Experience

  • Over 10 years managing projects varying in size, deliverables, and complexity.  Larger projects had multi-million dollar budgets with project teams up to 20+ people.  Project deliverables included custom development, upgrades or conversions to a vendor solution, and new infrastructure.

  • Over 5 years of business analysis for web development, mainframe enhancements, reporting systems, system conversions, and new product implementations.

  • Over 4 years developing and implementing project management and information management policy, standards, and procedures.



Project Experience

Financial Services Industry

Asset Management Company

  • Project Manager for a multi-phase implementation of a new vendor application, including custom development and integration into enterprise level services, supporting two business lines.

  • Project Manager for a large project delivering an upgrade of a suite of business applications, including business functionality enhancements, information security enhancements, and new infrastructure.

  • Project Manager and Business Analyst for a portfolio management tool upgrade.  The application upgrade included custom development enabling automated data loads and improve data management.

  • Project Manager and Business Analyst for implementation of new data feed enabling automated import of transaction and position data into a compliance system.

  • Project Manager and Business Analyst for implementation of new data feed enabling intraday security pricing updates from vendor.

Fortune 100 Bank

  • Project Manager for implementation of a CRM (customer relationship management) system that supports over 500 users across multiple business lines.

  • Business Analyst for implementing several dynamically generated reports on a web based reporting system, supporting commercial customer accounting needs.

  • Business Analyst on a merger-related project to implement a browser enabled user interface to a mainframe business application, enabling service team memberís access to a single application from remote locations.

Fortune 100 Mutual Fund Company

  • Project Manager, Business Analyst, and Tester for a large mutual fund transfer agent system (DST TA2000) conversion project.

Fortune 500 Mutual Fund Company

  • Business Analyst for implementing several transaction processes on an automated work distribution system (DST AWD), plus coordinated and executed user acceptance testing.

Fortune 100 Mortgage Company

  • Business Analyst for several system enhancements on an automated mortgage-underwriting system.

  • Developed a process to incorporate business driven change requests into the software development process, improving turn around time for user enhancement requests.

Fortune 500 Bank

  • Project Manager and Business Analyst on several small projects that implemented business driven system enhancements across multiple banking systems.

National Insurance Company

  • Business Analyst for several medium size projects that developed and implemented new life insurance and annuity products.

  • Business Analyst for new business application that projects life policy values and reporting on projected life policy values, enabling compliance with state regulations and improved response time to customer requests.

  • Business Analyst for replacing an existing insurance administration system, which is used by multiple business areas (on the back end of the insurance product life cycle).  Co-managed the project definition, requirements gathering, and RFI/RFP phases of the project.



State Government Agency

  • Developed and implemented the framework and support structure for an enterprise wide Information Policy Program.

  • Developed and implemented policies and standards that balance solid security practice with business needs, while complying with federal (HIPAA) and state regulations.

  • Business Analyst for various business process improvement efforts to improve internal customer service.


Retail Industry

Fortune 100 Retail Company

  • Project Manager for implementation of new products on a browser enabled, PC configuration sales system.  Managed the technical relationship with vendors.

  • Developed a reusable project process for implementing new vendorís on a browser enabled, PC configuration sales system.

  • Business Analyst for a process re-engineering effort, resulting in substantial cost saving process changes.



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