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SR EXECUTIVE / COO / PROGRAM / PROJECT MGR (Master Certificate in Project Management) Executive has proven experience providing immediate positive impact through disciplined team management improving work flow in Healthcare, Professional Services and Investment Banking. This includes C-Suite relationship building via sales/advisory and execution, managing large technology environments, reducing technology/operations costs and process streamlining. Such skills are built on a foundation of hands-on software development, managing development and other teams - and then moving into regional and global areas of responsibility. EXPERIENCE/SKILL SUMMARY - MANAGEMENT, TECHNOLOGY and FINANCE: Management, Execution and Delivery:
25 years building, leading, motivating, and challenging teams from 4 to 250 in large scale business and technology roles across Capital Markets, Insurance, Healthcare, Manufacturing and Retail. This includes not only Agile and Waterfall methodologies as well as hardware initiatives (building and standing up entire IT infrastructures).
13 years direct experience senior technology roles reducing system latencies, improving application efficiencies, cycle/run times and operating margins, generating new business. Heavy experience repeatedly coordinating complex interdependent system upgrades across multiple business lines - in several industries.
Extensive experience on contract negotiations with vendors, clients and unions. Technology:
Hands-on expertise repeatedly building low-latency real-time mission critical systems (full SDLC). Detailed work on Automation, Integration, EDI, ERP, using technologies including .NET, C#, VB, Access, Delphi, PB, MSFT SQL Server, Oracle, Sybase, VSS, Clearcase, CVS, Rational Portfolio Manager and others. Capital Markets experience including implementing multithreaded processes with asynchronous callbacks, thread queues, thread pools, throttling mechanisms, in-memory databases, Algorithmic Trading, FIX, DMA, automating order creation, order routing, order cancellation and OTC execution engines, IOI, IOC, AT processing and trading strategies. Finance:
Healthcare: Several Large Programs, up to $156,000,000, (staff of 230+);
Wall Street (Capital Markets): Budgetary responsibility up to $8,000,000;
Manufacturing: Full P&L responsibility for $25,000,000/year revenue business unit THINK BIG, A TERADATA COMPANY - PRINCIPAL MGR (Temp Contract): 8/2016 11/2016
Managed two major Big Data (Hadoop, AWS etc.) initiatives utilizing multiple technologies to closure. GALAXE CONSULTING SENIOR PROJECT MANAGER (Temp Contract): 3/2016 7/2016
Automated steering level reporting for Financial Planning and Analytics projects for Fortune 50 conglomerate. INFOSYS LIMITED PRINCIPAL BUSINESS CONSULTING: 4/2013 2/2016
Program Manager for bringing entire IT infrastructure back in house from Oracle Managed Cloud Services for the major US nutritional supplement and vitamin manufacturer.
Program Manager for strategy and planning phases of a managed service transition for a major life insurer.
Project Director driving the infrastructure build-out and set-up of operations for (www.ClarientGlobal.com), a massive financial-industry owned data and document portal (Clarient Entity Hub). It uses DTCC s compliance data sources to simplify adherence to KYC (Know Your Customer), AML (Anti-Money Laundering) and FATCA
(Foreign Account Tax Compliance Act) regulations.
Created the corporate Quality Assurance and Testing Strategy for Managed Long Term Services and Support
(MLTSS) program (changes to 35+ mission critical systems) for a major health insurer.
Project Management Office (PMO) Lead/Head for $46,000,000 program (staff of 230+) to replace all software and hardware for the Department of Human Resources in Washington DC. This includes building the Affordable Care Act ( Obamacare ) Health Benefits Exchange for The District of Columbia (NOT the FEDERAL EXCHANGE), www.DCHealthLink.com (Wall Street Journal 11/20/13 Page A6: Capitol Hill: One Place Where Launch Of Obamacare Is Going Smoothly ).
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THOMSON REUTERS TECHNICAL PROJECT MANAGER (Temp Contract): 6/2012 10/2012
Coordinated build-out of four production and DR datacenters; consolidated DR planning for critical applications
Orchestrated movement of systems from 3rd party to Thomson Reuters datacenters to reduce overhead.
Upgraded software for hundreds of clients to reduce datacenter costs, drove server purchases and system build-out for new software offerings to clients, and consolidated inventory of development servers for footprint reduction. MEDCO HEALTH SOLUTIONS SR PROJECT MANAGER (Temp Contract): 9/2011 3/2012
Managed $36,000,000 budget of projects as part of firm-wide technology replacement (Express Scripts took over Medco in early 2012). Drove legacy system business rule mining; managed all QA testing; coordinated creation and maintenance of every technology environment, managed creation of a centralized compliance rules engine. SIWEL CONSULTING - PRACTICE MANAGER: 10/2010 9/2011
Designed, implemented and managed the Project Management Office (PMO), resulting in significant business process streamlining, more efficient resource optimization, and increased cash flow to the firm s bottom line. INDEPENDENT CONSULTANT: 9/2008 10/2010
2008-2010: Private technology consulting and sales practice focused on B2B and B2C.
2009: Sr. Project Manager at Shark Byte Systems, implemented agile development, streamlined QA. Designed integrated video & transaction data system.
UBS INVESTMENT BANK - DIRECTOR: 6/2007 9/2008
Managed Global Position Keeping Engine implementation: Centralizing all (~6 million) live derivative positions
(1/3 of the world s transactions) with built-in disaster recovery, using synchronized regional server pairs.
Managed IT group for all regulatory and compliance reporting: Reduced reporting error rate to 0.0025% (over 75 million daily transactions); Coordinated 17 development teams to changing 28 trading systems, then coordinated the regulatory reporting group s correction of ~75 million historical reporting errors; Increased reporting capacity 125%, designing centralized compliance rule engine via real-time transaction feeds.
Reduced costs $750,000 by consolidating (sun setting) 7 systems into one enriched transaction repository used by Operations, Compliance, Trading Desks, Management, and Sales later given to clients to analyze trading. CREDIT SUISSE ASSISTANT VICE PRESIDENT: 12/1996 5/2007
Head of Latin American Trading Systems and Connectivity: Decreased trading application outages by 96%.
Infrastructure and Server Manager: Certified and approved all changes to infrastructure affecting equity trading.
Development Manager and Project Manager: Saved $4 million replacing two US global equity trading systems. Increased revenue $2 million implementing auto-order routing and auto-execution engines. Saved $500K combining client connectivity, execution analysis, Bridge, AUTEX and order management.
DR Manager: Designed and managed testing for all equity trading and every related system.
Client Connectivity Manager: Streamlined electronic connectivity for all clients.
Senior Programmer/Analyst: Implemented trading system (used for 221 Initial Public Offerings (IPO s) in 2000 alone). Implemented a risk/position monitoring system for all financial instruments. UNION CAMP CORPORATION: 6/1987 12/1996
Corp Project Manager (1993-1996), Corp Asset Manager (1991-1993), Manufacturing Plant Manager (1989- 1991), Manufacturing Plant Controller (1987-1989); o Replaced Fortune 100 General Ledger (coordinating with 30 VPs and their teams). Created production, inventory, invoicing, budgeting, scheduling and production monitoring system used in 23 factories in 17 states; led 16 developers, administered $8 Million budget. Set up LANs, e-mail, servers, EDI and ERP. Reduced capital project costs and completion times by creating and implementing budget monitoring requisition approval system. Recovered $19 Million selling real estate, capital equipment and excess inventory. Managed 200-employee factory, full budgetary and P&L responsibility, 30 direct reports; Wrote corporate-wide standardized plant internal audit procedures, trained accounting staff. Engineered sale of the factory to another firm, transferred to headquarters July 1991. Reduced costs 25% by streamlining operations, increasing sales with new and altered products; Created and implemented corporate-wide Plant Controller training program. Saved $2 Million, creating inventory transfer system; managed Physical Inventories, ran internal audits. EDUCATION / CERTIFICATIONS:
Master Certificate in Project Management from Villanova University NASD (now FINRA) Certifications for Series 3 (Commodities), 7 (Stock Brokerage) and 63 (NY State) BA in Economics, Syracuse University |
