
Timeline
About me
Senior Manager US Technology - PwC
Education

Suny cortland
1977 - 1980Bachelor of arts (b.a.) economics, minor in computer science
Experience

Chase manhattan corporation
Jan 1980 - Jan 1995Vice president - project manager• Project Manager responsible for business requirements, database definition, system development, system testing and deployment of a SDLC project to deliver a securities trade entry and settlement system for over one thousand end-users in over ten business units within Chase Global Securities Technology was mainframe utilizing COBOL II, CICS and VSAM• Project Manager responsible for business requirements, database definition, system development, system testing and deployment of a SDLC project to deliver a mortgage origination system for Chase Mortgage that supported over five hundred end users in eight departments across six regional locations • Conducted process improvement analysis for Chase Mortgage to identify opportunities and prioritize technology initiatives• Led requirements gathering, business process, discovery and functional gap analysis meetings• Presented technical and non-technical recommendations and process alternatives to business units• Consulted with business units to identify business requirements and developed functional requirements • Developed and maintained project schedules and prepared project status reports • Responsible for the business case analysis, functional requirement definition, vendor evaluation, SIT, DIT and UAT phases of testing • Served as coordinator between business units, IT development staff and third party vendors for multiple vendor solution systems• Developed conceptual designs and functional requirements, prepared testing plans and test cases • Worked with business units to gather requirements to produce requests for proposals (RFPs), managed responders, conducted evaluations and provided recommendations• Worked closely with application developers to design and develop solutions, conduct technical design and code reviews• Direct management of associated staff and project budgets Show less

First union national bank
Jan 1986 - Jan 1987Project managerProject Manager responsible for application maintenance

Cybertek
Jan 1997 - Jan 2000Project manager• Project Manager responsible for the solicitation of requirements from two mortgage banking clients in support of product development and implementation. Requirements gathered were analyzed for consistency between clients and overall direction of product,

Atlantic data financial services
Jan 2000 - Jan 2001Project manager/business analystProject Manager responsible for multiple client engagements

Openclose inc
Jan 2002 - Jan 2002Vice president - project managerProject Manager responsible for software development, QA testing, release management, product implementations and client services.

Hsbc
Jan 2002 - Jan 2004Asssistant vice president - project manager/business analyst• Project Manager responsible for simultaneously managing seven SDLC project for five business areas Total budget for the seven projects was approximately $4 million and the associated staff size was approximately thirty team members Technology platforms included Java, .NET, C# and MS SQL Server in hosted and ASP environments• Served as liaison between business units and IT development staff• Led requirements gathering, business process, discovery and functional gap analysis meetings• Presented technical and non-technical recommendations and process alternatives to business units• Consulted with business units to identify business requirements and developed functional requirements • Developed and maintained project schedules and prepared project status reports • Responsible for the business case analysis, functional requirement definition, vendor evaluation, SIT, DIT and UAT phases of testing • Served as coordinator between business units, IT development staff and third party vendors for multiple vendor solution systems• Developed conceptual designs and functional requirements, prepared testing plans and test cases • Worked with business units to gather requirements to produce requests for proposals (RFPs), managed responders, conducted evaluations and provided recommendations• Worked closely with application developers to design and develop solutions, conduct technical design and code reviews• Direct management of associated staff and project budgets Show less

City of tampa
Jan 2004 - Jan 2005Project manager• Project Manager responsible for the analysis and requirement definition for the City of Tampa Police Department, the City of Tampa Fire Department, the City of Tampa Emergency Management and other City of Tampa department stakeholders to evaluate, select and develop a coordinated emergency management processes and emergency management system. • Project Manager responsible for the requirement definition in support of on-going maintenance of applications supporting the City of Tampa Police Department. The system platforms were varied including client server based applications and mobile applications in hosted and ASP environments.• Worked with local, state and federal regulatory agencies to coordinate regional technology initiatives funded by Department of Homeland Security (DHS). Show less

Goldman sachs
Jan 2006 - Jun 2009Vice president - project manager/business analyst• Served as liaison between business units and IT development staff• Managed a team of business analysts, testers and developers responsible for business requirements, database definition, system development, testing and deployment of a counterparty risk and due diligence tracking system and the Goldman Sachs Mortgage Website • Led requirements gathering, business process, discovery and functional gap analysis meetings• Presented technical and non-technical recommendations and process alternatives to business units• Consulted with business units to identify business requirements and developed functional requirements • Developed and maintained project schedules and prepared project status reports • Responsible for the business case analysis, functional requirement definition, vendor evaluation, SIT, DIT and UAT phases of testing • Served as coordinator between business units, IT development staff and third party vendors for multiple vendor solution systems• Developed conceptual designs and functional requirements, prepared testing plans and test cases • Worked with business units to gather requirements to produce requests for proposals (RFPs), managed responders, conducted evaluations and provided recommendations• Worked closely with application developers to design and develop solutions, conduct technical design and code reviews• Direct management of associated staff and project budgets Show less
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Lender processing services, inc. (lps)
Jun 2009 - Nov 2011Vice president - project and account manager• Served as liaison between client base and IT development staff• Responsible for planning and delivering client funded SDLC projects utilizing a matrix project team structure consisting of business analysts and developers located in multiple locations• Led requirements gathering, business process, discovery and functional gap analysis meetings, developed conceptual designs and functional requirements• Presented technical and non-technical recommendations and process alternatives to clients• Conducted operational review of client operations and made recommendation on process improvement and system enhancements • Developed and maintained project schedules and prepared project status reports • Direct management of associated staff and project budgets Show less

Independent project manager/consultant
Nov 2011 - May 2012Independent project manager/business analyst
Jpk consulting, inc
May 2012 - Mar 2018PresidentIndependent consultant supplying project management services for CITI Bank

Tavant
Jun 2017 - Mar 2018Product owner - mortgage subject matter expert
Pwc
Mar 2018 - nowSenior managerProviding product owner, project management and scrum master services on a cognitive assistance project aimed at revolutionizing the firm by reducing time and effort spent on back-office processes and repetitive tasks, gleaning new insights from data.Project Manager within the Astro PMO • Managed the development of the Astro Analytics• Developed Alteryx workflows to provide analytic reports on Astro for Mission Control and Senior Management• Created user stories for Astro analytics and Astro App Support• Assisted in Product backlog management and release planning • Designed Astro App Support which is significantly different from the way other PwC Apps are supported• Designed and managed Astro Space Camp which educated App Support staff on Astro and Astro practices through 34 instructor lead sessions • Designed and managed Astro Mission Control (aka War Room) during pilot release which included managing issue triage and daily executive reporting • Designed VSTS and Aha workflow set-up and reporting Show less
Licenses & Certifications

Sql
New york city college of technology
Lean six signa
Dec 2016
Fiba-fiu aml certification
Fiba-fiuDec 2015- View certificate

Human-centered design
PwcFeb 2020 - View certificate

Digital acumen
PwcAug 2019 
Cobol mainframe developer
Marist collegeDec 2016
Volunteer Experience
Education Volunteer
Issued by Academy of the Holy Names on Jan 2020
Associated with Jack KellyVolunteer Coach
Issued by SOUTH TAMPA STICKS YOUTH LACROSSE LEAGUE INC on Jan 2020
Associated with Jack KellyBoard Member - Dads Club
Issued by Academy of the Holy Names on Aug 2016
Associated with Jack Kelly
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