BirchStreet Systems

Program Manager

Smart Data

Account Relationship Manager

Zenmonics Inc

As a Client Executive,  I manage a portfolio of Financial Services Client Relationships with responsibilities including revenue growth, profitability, customer satisfaction, and delivery.

Client Relationship Executive

S1 Corporation

Led large-scale projects delivering Online, Branch, Call Center and Teller systems. Developed SOWs, project charters, project plans, cost estimates, risk analysis, issues registers, communications and delivery plans.  Managed Joint Development effort between client bank and S1 Corporation to deliver call center application to 500 users. Served as resolution manager and liaison between product development and international delivery organizations to deliver branch platform and teller system to the 4th largest bank in Thailand.  Developed SOWs, project charters, project plans, cost estimates, risk analysis, issues registers, communications and delivery plans.

Senior PM Enterprise Branch Solutions

First Charter Bank

Implemented the Business Relationship discipline within Information Technology. 
Defined and executed process to align Information Technology with enterprise strategic plan. 
Created metrics program aggregating all application change requests in order to provide delivery progress back to the business unit managers. Developed Project Justification, Project Charters, Business Cases, and Statements of Work across enterprise for projects ranging from $100M to over 15MM. Established high degree of customer satisfaction evidenced in the feedback from internal customer survey showing 96% of business leaders were very satisfied with Business Relationship Manager and overall performance of Application Services Group.
Implemented IT demand management process and system to track all projects and change requests, improving throughput by 35%.

VP - IT Business Relationship Manager

Reported directly to CIO, managed staff of seven project managers and senior business analysts. Responsible for directing all application initiatives related to Lending, Finance and HR applications.

VP - Applications Manager

Managed $15 MM strategic initiative to upgrade First Charter’s deposit and loan platform systems. Lead cross-functional team including leaders from Community Bank, Operations, Risk Management, Learning and Development and Information Technology.

Branch Transformation Program Manager

Fidelity Information Services

Served as Senior Consultant, JAD facilitator and Project Manager working with large bank clients.  Broadway and Seymour (Fidelity) focuses on providing technology solutions to the banking industry.  
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Project Manager/Senior Consultant

SAIC

Senior Consultant

Broadway & Seymour

Strategic minded leader with a strong history of selling and delivering business valued systems within the financial services industry.  My portfolio of skills range from Team Building and Leadership,  Project and Program Management, Client Relationship Management, Sales and Account Management, Strategic Planning,  Application Management, Quality Assurance, Business Analysis, JAD Facilitation, and Process Consulting.  

Specialties: Banking/Financial Services, Sales and Revenue Generation, Customer Relationship Management, Strategic Planning, Project and Portfolio Management, Aligning IT and Business Goals, ROI and Project Justification, Contract Negotiations, Vendor Management, Conflict Resolution.

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