Director of Solution Delivery with a strong track record in digital transformation for financial services. Successfully led information security, risk, and compliance projects with budgets ranging from $3M to $20M, driving results through agile methodologies and effective governance.
Overview
23
23
years of professional experience
3
3
Certification
Work History
Director Strategy & Planning
Fidelity Investments
Boston
05.2022 - Current
Lead global business and technology program delivery team with governance, risk and compliance and through planning, development, design and execution of highly visible workstreams spanning Governance, Risk and Compliance, Cybersecurity, Operational Risk, Identity Access Management, and Transaction processing.
Advised senior leadership and stakeholders on strategic initiatives, aligning organizational goals with operational execution.
Promote agile and collaborative approaches to ensure successful project delivery.
Track key performance indicators and success criteria.
Implemented PMO portfolio management practices and business value management processes to enhance project alignment with strategic objectives.
Review, evaluate and identify improvements for the Compliance Technology Product Area in Agile practices, use of automated tools for managing the work, tracking resources and costs and performing portfolio review process.
Enabled Product Area teams to communicate work value by establishing and measuring relevant Key Performance Indicators (KPIs).
Effectively managed two organizational changes, updating resource plans, product area agile practices, updating program and portfolio communication plans.
Guided and trained teams on Jira Align, TBM Financial Packages, and Technology Lifecycle Management tools.
Led quarterly and annual planning sessions to identify Strategic Initiative priorities, work classification, and Labor and Non-Labor Budget planning.
Delivery Services Director
Manulife
Boston
02.2013 - 04.2022
Lead global business and technology program delivery team with governance, risk and compliance and through planning, development, design and execution of highly visible workstreams spanning Governance, Risk and Compliance, Cybersecurity, Operational Risk, Identity Access Management, and Transaction processing.
Serve as trusted advisor to senior leadership and stakeholders.
Promote agile and collaborative approaches to ensure successful project delivery.
Track key performance indicators and success criteria.
Implement PMO Portfolio Management practice and business value management process.
Global Technology
Established multi-year PMO roadmap of project portfolio initiatives and programs with global business teams; developed 5-year roadmap, manage team of 7 internal resources, 12 consultants, built global technology team, led Scrum of Scrums, and established and measure achievement of multi-year KPI metrics.
Ensure vendor and internal governance, risk and compliance assessments are complete, review vendor risk management controls.
Spearheaded redesign and implementation of Salesforce Apex content management system which streamlined corporate communications, announcements, employee standards, corporate policies portal.
Directed 20 internal IT resources, 12 external consultants, and business resources through 2-year project lifecycle.
Turned around troubled Identity Access Management Program (IAM) Implementation; 24-month program, spend of $12 million, and management of 50 resources.
Successfully led Active Directory structural changes, configured application platform and process, data extraction, implemented role-based access controls and fully automated attestation process for over 400 applications.
Delivery Team Lead
iSoftStone (Previously Ascend Technology)
Boston
06.2007 - 01.2013
Supported Deutsche Bank and State Street Bank by leading IT projects with $15 to $20M budgets, establishing Reference Data Project Office, Data Warehouse/Basel Compliance, Securities Finance Trading Operations, Credit/Risk, Client Services, and Information Delivery Services.
Established Project Management Office for Global Business Service department serving over 5000 users at Deutsche Bank.
Led internal IT teams to win Internal Excellence Awards due to successful development of project portfolio, earning praise from Chief Marketing Officer in 2012.
Accelerated project completions through optimization of project practices, reporting, and governance processes.
Completed projects for State Street Bank, managing scope, timelines, and global resources (10 Business Analysts, 11 QA personnel, and 20 development and DBA resources) which had a $15M annual budget.
Led infrastructure upgrade for the Golden Source Database comprised of 100+ applications from Legacy Reference Data Base to re-establish vendor support, improve performance, and avoid outages.
Transformed Financial Insights websites on behalf of client, Fidelity Asset Management, a 2-year engagement generating $3M annually.
Program Manager
Boston Stock Exchange
Boston
01.2003 - 06.2007
Established PMO to track and prioritize all trading platform initiatives generated $35M in revenue.
Implemented new Alternative Trading System (ATS) ensuring BSE/NASD trade reporting and compliance with SEC and Nasdaq assessments.
Managed project transforming Boston Stock Exchange with Lava Technology, leading all phases from inception to maintenance.
Delivered exceptional client service, ensuring satisfaction and high-quality project outcomes.
Reported to CIO and Vice President of Project Management.
Education
Master of Business Administration -
Temple University
Philadelphia, PA
Bachelor of Arts - Concentration in Economics
Rowan University
Glassboro, NJ
Certified Scrum Master -
Scrum Alliance
Boston, MA
Certified PMP -
Boston University
Certified Information Systems Auditor -
ISACA
Skills
Certified PMP
Scrum Master
Program Management
PMO
Agile Project Delivery
Compliance Assessments
Vendor Risk
SOC Reporting
Dev/Sec/Ops Development
Project and Portfolio Budget and Administrative support
Strategic Initiatives Senior Manager, Partnerships at Saudi Tourism AuthorityStrategic Initiatives Senior Manager, Partnerships at Saudi Tourism Authority