
Patrick Mundy. PMP, CTP
Vice President - Lockbox Services

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About me
Sr. program Manager at LevelUp
Education

Adelphi University
-BA Finance, Banking and Money ManagementActivities and Societies: Delta Mu Delta
Experience

Chase
Jan 1995 - Jan 1997Vice President - Lockbox Services
Fleet Bank
Jan 1997 - Jan 2004Vice President - Check and Document Solutions
Bank of America
Jan 2004 - Jan 2007Vice PresidentProject Management Office•Delivered Six Sigma Lean evaluation and led team in implementing recommendations, resulting in improved external customer experience and internal delivery costs as well as product line’s return to profitability.•Led programming activities for division, including research and recommendations of new technology, project planning and development, system upgrades, vendor relations, contract administration, and fostering project management methodologies.•Designed operational controls in PMO to manage integration of complex commercial operations of Bank of America and Fleet Bank following merger, ensuring adherence to ever-increasing regulatory compliance environment in financial services industry. Show less

AIG
Jan 2007 - Jan 2009Vice President - Global OperationsOperational oversight and support for the AIU Global footprint of over 93 countries worldwide.Responsibilities include: • Enterprise Content Management strategy and deployment • Unit costing of International Operations and Processes • Capacity Planning and Performance Management• Business Process Outsourcing• Target Operating Model Development

AIG
Jan 2010 - Jan 2016The Work and Capacity Planning team seeks to improve how AIG delivers best-in-breed service to our Client Policy Servicing customers by providing improved visibility into the work effort required to support them and tightly matching this with available resources. We also seek to provide our business leaders with insights to make informed decisions around cost and service tradeoffs. The team performs this through the Operational Planning Cycle (OPC) framework.As an OPC Architect, I lead a team of Global team of Change Agents and Data Analysts to improve the operational planning processes within AIG providing data driven planning and forecasting capabilities and toolsets. Show less Enterprise Integration ManagementCore ComponentsOptimize Strategic AlignmentQuantify Integration ImpactManage Dependencies and Integration PointsKey Objectives Provide a comprehensive framework to facilitate management of integration points and dependencies between the company’s most important programsIdentifies opportunities to better align strategic objectives, delivery timelines and resource requirements between the company’s most important programs Show less Developed governance council and data governance framework, tailoring to needs of stakeholders as well as building organizational and behavioral change model related to leveraging and using data. Created business imperative for management of availability, usability, and quality of data required by business, identifying data-related projects and estimating data-related spend.• Delivered $5,000,000 in savings in data management-related initiatives, working across multiple programs.• Established data management guiding principles, set of controls, and best practices, developing solutions and recommendations for improving data integrity and quality.• Managed and coordinated PMO/partner program reporting and relationship management.• Collaborated on customer experience, working with businesses to build customer-centric organization as well as support processes, tools, and capabilities.• Led process excellence initiatives across enterprise through consistent use of continuous improvement tools and methods. Show less
Vice President - Work and Capacity Planning
Jan 2014 - Jan 2016Vice President - Business Transformation
Jan 2012 - Jan 2014Vice President, Program Management and Data Project Integration
Jan 2010 - Jan 2012

Wells Fargo
Jan 2017 - Sept 2019Sr. program ManagerWorked under non disclosure agreement with a Wells Fargo on regulatory risk and compliance activities. Activities included managing remediation activities, Risk system implementation and Risk Control Strategy and Transformation.

Societe Generale Corporate and Investment Banking - SGCIB
Jul 2020 - nowSenior Program ManagerWorked under non disclosure agreement with Societe Generale on regulatory risk and compliance activities specializing in Financial Crimes and Anti Bribery and Corruption.
Licenses & Certifications

Six Sigma Black Belt Certification – Level I
International Association for Six Sigma Certification
Certified Treasury Professional (CTP)
Association for Financial Professionals
Project Management Professional
Project Management Institute
Volunteer Experience
Treasurer and Troop Committee
Issued by Boy Scout Troop 175
Associated with Patrick Mundy. PMP, CTP
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