Tom Cappelletti, PMP, CSM, ITIL

Tom Cappelletti, PMP, CSM, ITIL

Credit Card Customer Service

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location of Tom Cappelletti, PMP, CSM, ITILAlbany, New York Metropolitan Area

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  • Timeline

  • About me

    IT Program & Project Manager

  • Education

    • East Syracuse Minoa High School

      1976 - 1980
      High School Diploma

      Activities and Societies: Basketball, Baseball

    • State University of New York College at Fredonia

      1983 - 1986
      Bachelor's degree Business Administration and Management, General

      Activities and Societies: Basketball, Baseball

    • Onondaga Community College

      1980 - 1982
      Associate's degree Business Administration and Management, General

      Activities and Societies: Basketball, Baseball

  • Experience

    • Chase

      Jan 1986 - Jan 1987
      Credit Card Customer Service

      • Provide customer service for credit cardholders, answering questions pertaining to the terms and conditions of the credit card agreement.• Manage customer disputes on a daily basis requiring a professional manner, strong communication skills and the ability to quickly identify solutions that satisfy the customer and represent the firm’s interests.

    • Trainer, Wortham & Company, Inc.

      Jan 1988 - Jan 1994
      Operations Support Manager

      • Provide back office functions such as trade settlement, clearances, record maintenance, regulatory compliance, accounting and IT services• Directed the migration of a Wang mainframe environment to a MS Windows / Novell based distributed system.

    • Credit Suisse

      Jan 1995 - Jan 1999
      Desktop Support Manager

      • Manage eight-member team of IT professionals responsible for support of Windows and UNIX desktop & Server environment for Fixed Income, Emerging Markets and Commodities trading desks.• Responsible for Fixed Income trade floor support team supporting 600+ users providing first line of IT support to critical business functions / applications.• Maintain relationships and communicate with senior business partners relating to trade support activities with a focus on reducing / eliminating business disruption resulting from IT. Show less

    • Credit Suisse

      Jan 2000 - Jan 2003
      Program Manager, Equity Business Unit Migration

      Managed strategic program with $5MM project budgets to align the Equity Trading business Windows desktop and server environment to corporate standard desktop solution.• Led hiring and management of project team of Windows engineers and administrators, VB scripters and 30-member team of deployment staff, including HW logistics.• Migrated 1,200+ desktops, 100+ servers, successfully mitigating risk to avoid business impact / disruption.

    • Credit Suisse

      Apr 2004 - Jan 2006
      Technical Account Manager, Fixed Income Business Unit

      Provided critical leadership to the fixed income business unit providing product and service delivery unit in the areas of network, storage, servers, web and database. Collaborated with business partners with technology consulting and on-boarding services, ensuing timely business response to market conditions and competitiveness.

    • LexisNexis

      Jan 2007 - Jan 2009
      Technical Account Manager

      Account Manager serving as lead liaison for all aspects of the client relationship.• Supported sales force in pre and post sales efforts serving as product SME, resulting in increased sales of premium customers.• Provided on-site consulting service, conducting compliance and product implementation reviews, optimizing customer value and satisfaction.

    • Credit Suisse

      Jan 2009 - Jan 2013
      Project Manager, Windows 7 Desktop Migration

      Direct the certification of 1,800+ desktop applications on next generation Windows 7 desktop platform. • Spearheaded the development of a central data repository and front-end web interface tool, enabling stakeholder reporting, scorecard and KPI reporting. • Engaged with key stakeholders and business application owners, collaborating on certification efforts, identifying risk responses and mitigating schedule risk. • Leveraged industry experience to implement enhanced testing procedures that resolved issues and increased quality standards. Show less

    • Credit Suisse

      Jan 2014 - Apr 2018

      Provided strategic guidance and drive productivity by communicating job expectations, appraising job results; coaching, counseling, and disciplining employees. Designed and implemented advanced systems, policies, and procedures. Reported financial information and project status to the required executive level through steering committees, ensuring desired outcomes and continued management support. Managed project budgets, built forecasts, identified corrective action when variances were exceeded to ensure delivery within budget. • Directed a critical $5.6MM program to exit two data centers in support of strategic real estate objectives. The result was a $50MM savings in overall costs by eliminating the lease of unnecessary real estate.• Spearheaded a project to exit over 500 enterprise servers, metropolitan area, client access and PBX voice network infrastructure, completed on time and within budget.• Led a cross functional team of SMEs in the development of detailed run books for enterprise server exits, mitigating business risks, ensuring efficient execution. Show less Provide overall Program Management of $8MM multi-year program, managing concurrent projects across multiple Database products. Managed teams of project managers, business analysts, solution architects, infrastructure teams, DBAs, QA teams and developers. • Managed cross functional teams through all phases of project management life cycle in new product development including waterfall, iterative and agile methodologies. • Led taskforce of cross functional teams to overcame significant integration impediments, delivering internal Cloud like provisioning, resulting in reduced provisioning times. • Implemented best practices requirements management process, clearing backlog of 500+ stakeholder requirements resulting in improved stakeholder engagement. • Identified operating model deficiencies with design specifications causing poor delivery, leading to an organizational change to address gaps and improve delivery. Show less

      • Program Manager, Data Center Exit

        Jul 2017 - Apr 2018
      • Program Manager, Database Services

        Jan 2014 - Jun 2017
    • Federal Reserve Bank of New York

      Jul 2018 - now
      Project Manager
  • Licenses & Certifications

    • Prince II Practitioner [Expired]

    • AWS Cloud Practitioner

      Amazon Web Services
      May 2018
    • Certified Scrum Master

      Scrum Alliance
      Apr 2018
      View certificate certificate
    • Inclusive Mindset

      LinkedIn
      May 2023
      View certificate certificate
    • Project Management Foundations: Communication

      LinkedIn
      Feb 2022
      View certificate certificate
    • Project Management Professional

      Project Management Institute
      View certificate certificate
    • ITIL® Foundation Certificate in IT Service Management

      AXELOS Global Best Practice
      Jun 2018