Experience

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  Fidelity investments

  Jan 1993 - Jan 1999

  Responsibilities: • Direct 401(k) 403(b) & 457(k) Statement Production Distribution Department producing 5.5 million participant statements quarterly meeting efficiency rating of 90%.• Define and initiate projects, and assign project team to manage cost, schedule, and performance of component projects, while working to ensure the ultimate success and acceptance of the program.• Coach, mentor and lead team of 12 Sr. Business Analysts, and 6 Operations Specialists within a technical team environment. • Conducted all training and contingency planning for areas of production, trouble shooting and problem resolution.• Manage volume capacity, investment performance data and compliance and auditing.• Maintain and updated internal and external performance indicative data for investments.• Manage team’s interaction and reporting to all Client Relationship Managers.• Daily, monthly and annual reporting and budgeting including distribution and production costs.• Quarterly Marketing Report Meeting and “Road Show” to all national offices. Achievements:• Developed, proposed and implemented Return Mail Project eliminating $ .5 million in annual fees.• Implemented Legal and Compliance Statement Fiduciary Approval Project.• Developed expanded offsite Statement Contingency plan.• Led and implemented new Operational Efficiencies Project decreasing Statement print accuracy to 98%. • Led IT Conversion Project (Access to Unix Platform) increasing ordering process 47%.• Led and implemented Statement Ordering Process Mapping Project of manual process to automated ordering.• Coordinated Data Conversion Project (Access to Oracle database) establishing statistical archive.• Consistently met and exceeded Executive Planning Team Service level of 90%, winning efficiency award.• Established quarterly relationship meetings with Print Mail Distribution increasing communicationsand team morale while celebrating team success and individual achievements. Show less

  • Senior Operations Project Manager

    Jan 1996 - Jan 1999

  • Sr. Operations Manager

    Jan 1993 - Jan 1999
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  Lincoln financial advisors

  Jul 1999 - Sept 2000

  Financial advisors, registered rep

  Responsibilities:Provide comprehensive financial services and insurance products for individual and businesses.Identify target markets, prospects, and develop client base.Achievements:Provided seminars and training for all areas of Financial Planning and Charitable Giving.Developed large non-profit client promoting legacy giving.Expanded specialized outreach to female professional community.

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  Pregnancy center west, inc

  Jan 2000 - Apr 2006

  Pcwest, inc./department director/project mgt director

  *Presentation, coordination and facilitation of group seminars and weekend retreats for grief counseling.*Multicultural one-to-one counseling & advising sessions.*Public speaking for community outreach, promotion, fund raising, and human service fairs/workshops.*Administration and management of departments. *Grant writing, fundraising, development & research.*Coordinate all volunteer/staff efforts; fiscal budget. *Founded Glory Vine Ministries International, Inc as outgrowth of PCWest and developed an international 501(c)3).Achievements:*Secured multiple foundation grants funding three full years of department operation. *Developed program, marketing materials, policies and procedures.*Designed counseling outreach program, retreat program, Aftercare Program, Workbook and Manuals.*Developed interstate relationships with like non-profits in Tri-state coalition effort. Show less

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  “in memory of me” grief counseling aka glory vine ministries international, inc. 501(c)3

  Mar 2003 - now

  Ceo & founder (non-profit)

  GVM Int’l, Inc., dba as “In Memory of Me”, is an ecumenical (501c-3) ministry. We provide pastoral grief counseling to those who are struggling from the grieving experience and/or PSTD from the loss of a of loved one. Specializing in mentoring through a loss from addiction, suicide, pregnancy and child loss or other traumatic loss experience. * This is a volunteer effort in addition to my full time PM roles and career.*Masters of Arts degree, majoring in spiritual and pastoral counseling. Credentialed Minster. Responsibilities:• Presentation, coordination and facilitation of group seminars and weekend retreats for grief counseling. • Multicultural one-to-one, family and group pastoral grief counseling & mentoring sessions.• Public speaking for community outreach, promotion, fund raising, and human service fairs/workshops.• Administration and management of ministry departments. • Grant writing, fundraising, development & research.• Coordinate all volunteer/staff efforts; fiscal budget. • Public and full marketing/product development.Achievements:• Established department from ground floor “store front” development to brand identification including Program Lifecycle Management and Non-Profit Incorporation. Procurement of all equipment, hardware, software, managing reporting, budgeting, and expense reporting.• Secured multiple private foundation grants funding department operation.• Developed sponsor facing marketing and funding solicitation campaign.• Coordinated capital campaign and annual fund raiser funding. • Developed and established non-profit foundation, policies and procedures.• Designed counseling outreach program, retreat program, Aftercare Program, Workbook/Manuals.• Developed international relationships with like non-profits.• Chaired Tri-State non-profit coalition organization.• Trained, mentored and coached staff of 8 professional volunteers.• Established Cincinnati arm of International program servicing.• National event speaker. Show less

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  Fidelity investments

  Apr 2006 - Mar 2009

  Sr. enterprise compliance project manager

  • Managed and coordinated Financial Operations projects which streamline and effect high dollar cash flow movement of funds and investments. Projects span multiple divisions and departments involving establishing procedures and business plans. • Capacity Planning, Budgets, Reporting, Quality Assurance, New Work Sizing, Scheduling Business Controls and Audits.• Relationship Management, Cost benefit analysis and efficiency planning.Achievements:*Led global executive level team of 23 across 13 business units and 3 internal companies, implementing Financial Industry Change Project eliminating $1.5 million in annual Stock processing fees within 8 week timeline meeting strategic business priority of "Scale & Efficiency". Initiated and established cross functional relationships across Retirement Services Division and Retail Operations Divisions.*Received Fidelity's Presidential Excellence in Service Award for Project Management.*Implemented Federal Pension Protection Act mandates to full compliance prior to imposed deadlines eliminating Federal penalties and fees.* Risk Mgt - Established new Standard Operating Procedures for internal/external audits, legal compliance and contingency planning.Led and implemented the company wide Knowledge Based Authentication Tool Project (VERID/KBA). Designed and presented training to all internal business partners while acting as SME and SPOC. Show less

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  Xerox metro document center

  Apr 2011 - Aug 2011

  Sr. client services project manager; cpm

  Project Manager supporting XEROX Corporation contracted through Paladin• Develop detailed plans using Project Management Institute standards• Develop schedules with project tracking and oversight (what to do and how to get it done) to include:-- Time management-- Cost-- Deliverables risk-- Customer expectations and relationships-- 3rd party suppliers• Client Satisfaction: Takes responsibility for client satisfaction w/deliverables• Business Development: Recognizes IM/business opportunities and helps develop them• Progress Tracking: Provide good work effort status and completion time estimates• Mentoring: Provides technical guidance to more junior staff members• Leadership: Provide leadership on projects Show less

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  Citi

  Aug 2011 - Dec 2011

  Global it test project manager; organizational effectiveness/quality assurance mgr.

  Global IT Test Project Mgr. & Organizational Effectiveness/Quality Assurance Mgr.CITI BANK Blue Ash, Ohio Responsibilities:•Work with Sr. IT Test Management Team as consultant on Global Operating Model and Organizational Effectiveness Strategies.•Manage day-to-day testing aspects of Global Bank Card and Retail Bank projects. •Create and execute project test plans. •Manage cross-functional IT Project Test Teams to deliver a high quality product works with resource managers to insure appropriate testing assignment. • Effectively communicate relevant project information to executive management team. Manage all levels of Risk Mitigation. Minimized exposure and risk on project.• Facilitate Project defect management to successful implementation of projects.Achievements:• Developed new Global Operational Model Competencies.• Designed new metrics for standardized reporting and work flow analysis. • Designed new IT Testing Capacity Model.• Designed standard IT Test Project Manager Project Plan Templates.• Assisted in accessing Staff Effectiveness and revamping of Test Mgr role. Show less

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  Fifth third bank

  May 2012 - Nov 2012

  Sr. it retail project manager

  Project Mgr - IT Consumer Banking, Fifth Third Bank Contracted through Partners ResourceCincinnati, Ohio (06/11 – present)Responsibilities:•Manage a high risk, highly visible Sr. Level IT Retail Bank Card project for Private Banking. •Manage the relationship with the Private Banking Division Sr. Mgt. Operations Team.•Incorporate Scrum Methodologies to manage day-to-day development and design efforts. •Work with resource managers and International Contractor teams to insure appropriate design, development and testing assignment. •Effectively communicate relevant project information to executive management team. •Manage all levels of Risk Mitigation and Q.A. Minimize exposure and risk on project.•Facilitated Project defect management to successful implementation of projects.Achievements:•Successfully managed a Top Level 4 rated project to a strict budget model.•Developed strong, effective relationships with Sr. Mgt internal client. •Successfully managed global development and test teams.•Utilized Agile Methodologies in a Waterfall environment to manage cross-functional Global IT Project Teams to deliver a high quality product.•Successfully facilitated project transition from high risk/defective Phase I to Phase II. Show less

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  Vantiv

  Dec 2012 - Oct 2013

  Program & sr. enterprise project manager (it global delivery services/bpm)

  Project and Process Manager-Global Delivery Services- Operations, Vantiv, Inc. Cincinnati, Ohio (12/12 – 10/13)Responsibilities: •Define and lead Global Delivery Projects International with key stakeholder and Executive C-Level management. •Support the Global Business Process Outsourcing Division (India) in their development of a strategic road map and associated projects.•Align with the Business/ IT organization to develop strategic road maps for leveraging Global Delivery models including IT support infrastructure. •Provide leadership, direction, research and experience to support strategic activities. •Lead cross-functional project teams, obtaining resources as needed to deliver the project’s goals. •Define, establish & communicate a detailed project plan together with agreed timelines, identifying critical milestones, inter-dependencies and risks.•Manage relationships with internal Operations, Executive staff, Management Staff and front line operations staff. Achievements: • Determined value of all projects/efforts, and tracked progress against target with Finance managers – leverage Cost Benefit Analysis materials for research analysis. •Leveraged best practice change management methods to manage key change risks associated with deploying projects and deriving a return on project investment. •Proactively identified and managed issues, risks, conflicts with vendors, and stakeholders for proper action and intervention.•Planned and conducted mapping/planning workshops, readiness assessment and tollgate review. •Worked with the GDS team to support development of additional artifacts used in the assessment and execution of GDS methodology.•Successfully completed business process outsourcing project of 4 work streams realizing annual savings of $2.5 million. Show less

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  Mercy health fka catholic health partners

  Nov 2013 - Sept 2015

  Enterprise sr. project manager

  Responsibilities: • Lead an Enterprise C-Level mandated ICD-10 Project across 7 regions and 24 Hospitals. (135 Systems) within 1.5 million budget. • Facilitate Application Testing readiness for compliance and readiness of go live dates.• Develop strategy, build team and manage facilitation of testing with internal CHP IT Analysts and help drive the organization to achieve process and testing documentation and testing results• Develop and maintain strategic relationships with key business partners, including Revenue Cycle Operations, Medical Staff, individual facilities and C-Level personnel.• Develop relationships and work closely with our key application systems vendors and service providers.• Responsible for developing team to successfully execute projects and tasks assigned.• Manage project within PMO guidelines to ensure integration of Application Testing project falls within compliance and PMO methodology standards.• Consistent delivery of implementations, upgrades, and other ICD-10 projects on time and under budget. Achievements: • Designed, developed and implemented new integrated test procedures and test scripts using an iterative feedback process until all systems impacted are successfully tested for upgrade from ICD-9 to ICD-10 codes.• Managed project and resources under 1.5 million budget.• Coached, managed and lead team of 8 IT Analysts consultants to design new testing interviewing process, testing process/procedures, scripts into an OneSource (SharePoint) on line ICD-10 Testing Center.• Developed and packaged reference manual as deliverable product to handoff to CHP for future ICD-10 testing efforts.• Successfully led Go Live Testing Team and Testing Sessions in each region across all impacted healthcare systems - including Team Building, and Relationships Management.• Led successful team building, promotion and user engagements to ensure timely completion of testing project and all deliverables. Show less

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  Archer daniels midland company

  Sept 2015 - Feb 2018

  Enterprise global it program manager/global it pm iii

  Responsible for co-ordination, management and implementation of Program and Project level Global IT compliance initiatives and Global IT Services Management initiatives under the PMO and Program Portfolio. Executive Leadership level.• Led an IT Global Service Management Program across 140 countries.• Manage/Led Sr. Director & C level Program Team of 8, reporting to CIO.• Manage Vendor Relationship, cooperative team building.• Manage globally impacted Federal GAAP & SOX Compliance Corporate Projects.• Standardize Service Management across work towers; Network, Infrastructure, Service Mgmt., IT Security, PMO through outsourcing and/in-house centralization in NA, SA and EMEA.• Implementation of Federal Compliance Real Estate Leasing and Revenue Recognition projects with Legal Tax Attorneys, Controllers and Corporate Accounting team. Show less

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  Fifth third bank

  Nov 2018 - Apr 2019

  Consultant, sr. project manager, insight global

  Consumer Operations Mergers & Acquisitions• Successfully mentored, facilitated and managed team to structure, organize, Operations end user testing for migration of Bank Loan Consumer Servicing (BLCS) portfolio from MB Financial Bank, N.A, Chicago merger to Fifth Third Bank. Acted as the singular Project Mgr., SME, within Operations while advising and facilitating effort with Sr. Mgmt./Executive level team.• Coordinated and facilitated team testing across multiple matrix cross functional teams; Consumer Loans, Credit Card, Disputes, Call Center, Automated Bill Payer.• Coordinated test script creation and testing verification process over three Mock Testing iterations on mainframe and internal banking systems to ready environment for live bank merger.• Responsible for identifying, capturing, supporting and logging all defects across cross functional Operations departments and subsequent reporting via HP Quality Center software to Bank Mgmt. and Executive team.• Constructed SharePoint Project Repository for capturing all validation, documentations, procedures, compliance, internal and external auditing.• Identified and managed Actions Items, Risk Logs, Project Plan and all Project Mgmt. documentation. Pre, Live and Post Conversion. Show less