Ellen Hagerty

Ellen Hagerty

Financial Planner

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location of Ellen HagertyBuffalo-Niagara Falls Area

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  • Timeline

  • About me

    Program & Project Manager, Technology Systems

  • Education

    • Madonna Duffy

      -
      Valedictorian

      Activities and Societies: Honor Society, yearbook, chorus (accompaniest), drama, dance, basketball

    • Niagara University

      -
      BA English, Math, Business, Education

      Activities and Societies: I worked full time in college - 40 hours per week, and maintained a 3.5 (and a well-honed, highly efficient work ethic). There was no time for anything else.

  • Experience

    • Marine Midland Bank

      Jan 1981 - Jan 1984
      Financial Planner

      Planning and tracking finances (annual budget, monthly actuals) for the Asia-Pacific Zone of the International Banking Department

    • Barrister Information Systems

      Jan 1984 - Jan 1989
      Customer Account Manager (DC); Software Test Manager (Buffalo)

      Account Manager - installed, training, data conversion office automation for law firms, including word processing, database management, financial management for diverse law firms; specialties and locations = entertainment (Los Angeles, CA), marine law (Norfolk, VA), patent law (Washington, DC).Software Test Manager - started the first software test department for the organization; based on 1987 conference at John Hopkins, we were well ahead of the industry in our practices.

    • Hanford Bay Associates, LTD

      Jan 1989 - Jan 1998
      COO

      CFO - responsible for all aspects of finances, including AR, AP, Cash Flow, month end, year end (including sitting with IRS auditors - who proclaims our activity-based accounting system the best they'd ever seen - 1997)HR - recruit, interview, hire, payroll, review process, terminations, government reporting, created 401k and 125k from scratch.Customer Support - recruit, train, document, serve customers in the health care and manufacturing industries.Management Team - one of four members to implement right-sized version of Malcolm Baldridge program, setting visioin, strategy, values, processes etc. for entire organization.Multiple implementation projects in manufacturing and health care. Show less

    • Moore Research (now RR Donnelly)

      Jan 1999 - Jan 2001
      Department Manager, Product Quality Control (Software Testing)

      Develop, execute, measure, report on test cycles.Recruit, train, retain software testers

    • M&T Bank

      Jan 2001 - Jan 2005
      Project Manager (AVP)

      Chaired corporate Project Management Methodology; conducted analysis between corporate methodology and Project Management Institute Body of Knowledge (PMBOK) anticipating that banking regulators would require it. - Identified and closed gaps, including Project Procurement Management (before it was a formal PMBOK knowledge area), Project Risk Management and Project Quality Management. Negotiated scope and pace of change with project steering committee; trained, supported, and monitored use by project managers. - Managed implementation of enterprise project management tool (Artemis) across IT; configured system with 16 project leads, trained 450 users and integrated to internal billing system, in 7 months. - Managed development of internal policy and procedures for all hiring of temporary personnel. Qualified temporary staff suppliers, and worked with legal to negotiate contracts. Trained all IT managers in new procedures, and transitioned process to operations. Show less

    • HSBC Bank

      Jan 2005 - Jan 2015

      Managed programs and projects for Anti-Money Laundering systems for HSBC Global Businesses, including Retail, Commercial, Global Banking and Markets, and Private Banking. Projects included 50+ active team members, representing all geographies, cultures, languages and time zones in HSBC global footprint. Managed global anti-money laundering systems - see projects for details

      • Senior Manager, Business Systems, Compliance & Operational Risk

        Jan 2011 - Jan 2015
      • Consultant, Project Manager

        Jan 2005 - Jan 2011
  • Licenses & Certifications

    • Project Management Professional PMP

      Project Management Institute
      Dec 2003
    • Black Belt, Karate

      American School of Karate
      Nov 1997
  • Volunteer Experience

    • Project Management Institute (PMI) Instructor for the PMP Certification Preparation Classes

      Issued by PMI, Buffalo Chapter on Jan 2004
      PMI, Buffalo ChapterAssociated with Ellen Hagerty