Experience

• 

  Pnc advisors, llc

  Jan 1993 - Jan 1997

  Business specialist
• 

  Sei

  Jan 2001 - Jul 2019

  DIRECTOR, PRODUCT OWNER, PROJECT, VENDOR, & RISK MANAGEMENT Provided hands-on project management leadership for multiple cross-functional onshore and offshore projects and teams. Utilized Agile principles and methodologies to manage projects for system software, web-based, and hardware upgrades to ensure that major accounting systems were updated to latest versions to maximize benefits and to fix operational issues. Led regular Scrum status meetings to gain input and buy-in during streams, ensure continuous improvements, strategic value, and understanding into the next stream build. Coordinated with developers and business teams to build new Agile processes in the development life cycle to create needs-based business requirements for customer expectation and satisfaction.Key Accomplishments:• Monitored systems for continuous improvements and coding and reconciled monthly system fees saving the company over $350,000 in 2018 and 2019. • Functioned as Product Owner between vendors and SEI’s business, technology, and developer teams to resolve complex system issues and failures. • Developed, implemented, and scrutinized multiple technology projects and workstreams to produce high-quality product outcomes and goals. Show less Spearheaded identity management and governance for employee system access from implementation to completion of project. Partnered with developers to scope and build role-based system. Configured and tested SailPoint for implementation while serving on corporate team. Expertly crafted effective solutions to address higher-risk vendors and provide an understanding of expectations to stakeholders. Key Accomplishments:• Piloted 8-month Agile project and coordinated with developer to design, test, and integrate custom-built administration system to ensure compliance and alleviate risk for user access.• Managed software access for 2,000+ global employees by utilizing over 5,000 access rules on 164 software systems. Show less DISASTER RECOVERY/BUSINESS CONTINUITY PROCEDURES COORDINATOR 2012-2019Served as Head Floor Marshall, ensuring that all employees could exit the building safely and go to a designated safe area in the event of a disaster. Effectively communicated inclement weather to employees and implemented work-from-home plans to ensure that daily work and client deliverables were maintained. Key Accomplishments:• Coordinated with business leaders to develop overall Business Impact Analysis document to prioritize customer’s needs and system availability in the event of a disaster. • Arranged meeting place to run business as usual for employees should the campus become non-operational. Show less Established effective client on-boarding and software implementation process for operations to use when converting new clients or upgrading internally used vendor systems. Increased company revenue by continuously onboarding new Institutional Private Clients, Hedge Fund Managers, Private Equity Managers clients quickly and efficiently. Functioned as a liaison between SEI and vendors and effectively maintained vendor management/product ownership for SEI’s external Fund Accounting System. Key Accomplishments:• Increased speed to market and saved costs by developing process for upgrading systems within four months. • Improved process and offered more transparency and accountability by creating standardized tools for Project Planning, due diligence questionnaires, and conversion guidelines for onboarding. Show less

  • Director/Business Specialist III - Product Owner, Project, Vendor & Risk Management

    Nov 1997 - Jul 2019

  • BUSINESS SPECIALIST III - SYSTEM ADMINISTRATION, IDENTITY MANAGEMENT

    Jan 2012 - Jan 2019

  • Business Continuity / Disaster Recovery Manager

    Jan 2012 - Jan 2019

  • Project Manager / Solutions Specialist III

    Jan 2007 - Jan 2010

  • Project Manager / Solutions Specialist

    Jan 2003 - Jan 2007

  • Relationship Manager

    Jan 2001 - Jan 2003
• 

  Eigen x

  Nov 2020 - now

  Manager

  Eigen X is a data and technology focused professional services firm. Our team represents the best talent in Data Architecture, Analytics, Master Data Management, CRM, Collaboration, Social Media and related technologies. With all of our projects delivered using an Agile Framework, we are able to rapidly deploy solutions for our clients.We work with business and technology executives to maximize the value of their existing data investment and to leverage the newest technology solutions. We bring highly qualified and agile delivery teams to each project and work closely with our client’s professionals to ensure rapid deployment of each solution.Increasingly, organizations are turning to new solutions to provide the required Data Agility and Business Processes to support this decision-making process. Whether this data flows from Customer Relationship Management solutions, Financial Systems, or is extracted from multiple sources, we design and deploy solutions to provide the mission-critical information needed by business leaders.In particular we assist in providing solutions for:• Cloud-based Analytics with Mobile delivery options (Birst, Tableau, Microstrategy, SAP Hana, other)• Agile development - helping clients migrate to agile-based processes while also providing resources to deliver critical projects (Jira, Rally, etc) but also building solutions in .NET / Java• Customer Relationship Management – moving to new cloud-based solutions as well as increased use of social media (Salesforce.com, Veeva, MS CRM).• Enterprise Systems – Financial and other systems to operate your business (NetSuite, Workday, MS Dynamics). Show less