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Profile: Successful IT Project Manager with 20+ years experience planning, sta
ffing and managing large main frame, online and distributed banking applications
. As Principal in a regional consulting firm, created and sold and managed larg
e IT projects to regional and money center banks. As non-equity partner in Big-
6 management consulting firm, provided technical sales and proposal leadership a
nd oversaw multiple IT projects at large regional banks. As a VP in a large reg
ional bank, managed multiple large IT projects.
HIGHLIGHTS OF QUALIFICATIONS
SDLC Project Management Big 6 Experience
Proposal Leadership Business Development Project Oversight
Money Center Banks Large Regional Banks Bank Service Providers
IT Consulting System Design PMO
Selected Achievements
Senior Big-6 PM Manager on a reengineering project for large bank's entire Finan
ce, Treasury, Accounting and Financial Reporting computer systems. Managed all
Big-6 firms 30+ professionals and sat on bank's task force managing the portfol
io of 13 intertwined projects. Project Budget: $40,000,000 Size: 200+ Bank and
Big-6 firm professionals. Result: Big-6 firm gained a strong reference and the
bank valued its much improved speed and accuracy of data and new tools to analyz
e P&L, opportunity and risk.
Project Manager on private banker desk-top system for major money center bank.
Managed 18-month project to determine requirements and design a banking workstat
ion for use by managers, bankers and support staff for multiple divisions of the
private bank of large money center bank. Project Budget: $4,000,000 Size: 60 Ba
nk and IT professionals. Result: Bank gained competitive advantage in the market
place from improved sales and customer satisfaction.
Managed project to develop and install a branch-wide banker and teller automatio
n system for a large regional bank. Sold and managed the design and development
and assisted in its system-wide rollout. Project Budget $8,000,000 Size: 50 bank
and IT professionals. Result: 2 to 3 day reduction in turnaround time for open
ing new deposit accounts and loan originations at the branch level.
Managed project to design FX trading interface between the branches of a large m
oney center bank and its global cash management business. Managed the design of
an automated to order BAs, LCs, money transfers and travelers checks. Project B
udget: $6,000,000. Size: 20 bank and IT professionals. Result: Bank gained comp
etitive advantage by cutting the time to order international instruments in thei
r branches by 30 minutes while reducing costly order handling errors.
Managed selection of all banking computer systems for de novae bank startup by
major investment management firm. Managed project, prepared RFP, met with bank
ing software providers, led analysis and selection process. Project Budget: $4,
000,000. Size: 20 firm and IT professionals. Result: Investment company signed
contract to install the chosen solution.
Managed project to select, systematize and rollout, office automation systems th
roughout large regional bank. Created project plan, selected team and managed p
roject that determined requirements for and design of a manager workstation and
then purchased hardware and software and implemented the workstation throughout
a large regional bank. Project Budget $6,000,000 Size: 60 bank and IT professio
nals. Result: Improved productivity and communications.
PROFESSIONAL EXPERIENCE
Pluris Rewards Card Scottsdale, AZ 2006 to Present
Partner - Project Manager
* Business partner with entrepreneur in a start up rewards card company to be ca
lled Pluris.
* Developed detail business including operations, volumes and financials
* Prepared presentations and met with met with Venture Capital firms to secure f
unding.
* Performed site visits and interviewed prospective clients and partners.
* Managed development of payment side operations.
TECHNICAL APPLICATIONS
MS Excel, MS Word, MS PowerPoint, MS Outlook, Project Management