Patrick Mundy. PMP, CTP

Patrick Mundy. PMP, CTP

Vice President - Lockbox Services

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  • Timeline

  • About me

    Sr. program Manager at LevelUp

  • Education

    • Adelphi University

      -
      BA Finance, Banking and Money Management

      Activities and Societies: Delta Mu Delta

  • Experience

    • Chase

      Jan 1995 - Jan 1997
      Vice President - Lockbox Services
    • Fleet Bank

      Jan 1997 - Jan 2004
      Vice President - Check and Document Solutions
    • Bank of America

      Jan 2004 - Jan 2007
      Vice President

      Project 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 2009
      Vice President - Global Operations

      Operational 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 2016

      The 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 2016
      • Vice President - Business Transformation

        Jan 2012 - Jan 2014
      • Vice President, Program Management and Data Project Integration

        Jan 2010 - Jan 2012
    • Wells Fargo

      Jan 2017 - Sept 2019
      Sr. program Manager

      Worked 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 - now
      Senior Program Manager

      Worked 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
      Boy Scout Troop 175Associated with Patrick Mundy. PMP, CTP