• Lead all aspects of client engagement, Organizational Change Management, Portfolio Management, including program planning, and financial dashboards, readiness assessment, program controls, communications, training plan development and implement plans to manage and track progress on the transformation journey.
• Engagements include GTM Cloud Migrations, Microsoft Azure, Gen AI Strategy, Use Case Development and Implementation, Power BI Application Development, and ERP Implementations.
• Responsible for overseeing PMO and all resources, translating strategy into execution, workback plans, process and customer journey mapping, data analysis, identifying change risks and developing mitigation strategies in collaboration with key stakeholders that maximize successful and sustained adoption.
• Proactively manage and report the status of complex projects and implementations including SDLC, Cloud/SaaS, Agile, Release planning and management financials, KPI dashboards, timing, staffing, colla

• Participated in the division’s annual Strategic Objectives Key Results process to align and develop implementation plans for key initiatives.
• Orchestrated Change and Landing plans across all customer solution areas to minimize impact and maximize sustained adoption of a $102M head count investment to drive connected sales and marketing revenue of $1.3B.
• Developed and managed rhythm of the business, leading and partnering with all solution areas including Cloud, Azure, Modern Work, Biz Apps and Security to implement more efficient and effective SDLC and operating models, processes to drive consistent and predictable outcomes resulting in a 6X productivity increase in revenue per head.
• Proactively anticipated change resistance and implemented risk mitigation plans to minimize execution risks and associated costs.
• Designed continuous improvement and feedback systems to maximize sustained adoption.

• Drove the development and implementation of standard Project, Program and Portfolio Management practices and tools enterprise wide to improve delivery, ensure successful execution of corporate strategy and drive better results.
• Developed and established enterprise-wide Innovation Employee Resource Group consisting of 300 volunteers with the mission to build and sustain a culture of innovation.
• Secured the CHRO as the lead sponsor and partnered with C-Suite executives as a critical success enabler to drive better results.
• Completed 53 projects over the past 3 yrs. that resulted in more than $13MM in cost savings, improved customer, and associate experiences as well as increased employee mobility, retention, and acquisition.
• Led strategic partnership with UNCC Innovation Lab to pilot products and services to gain and leverage customer insights. Led innovation curriculum development and implementation including Design Thinking and Lean Startup.

• Responsible for partnering with process owners, cross-functional teams, applicable business unit leaders and stakeholders to create multi-year strategic roadmaps, business case development, coordinate annual portfolio planning and budgeting processes.
• Manage initiative intake and prioritization process, implementation plans, release planning, coordinating and tracking user acceptance testing, weekly and monthly governance routines to maximize execution and adoption while minimizing risks for the portfolio of 30 initiatives. Responsible for monitoring and testing of controls, identifying and managing risks and issues and continuous improvement opportunities.
• Developed and established Innovation COE and led Compliance’s first Innovation Challenge, resulting in risk mitigation, financial, customer, employee, and cultural benefits.

• Led senior leaders and partners in the annual strategic alignment process, translating vision, developing business cases, prioritizing, and implementing initiatives to drive strategic goals and business results.
• Conducted competitive intelligence analysis to identify trends and opportunities, informing strategic decision-making.
• Managed and executed key enterprise-wide programs to drive and achieve strategic priorities and ensure initiatives not only meet but also exceed objectives.
• Designed, implemented, and led Ideation, Tollgate & Change Governance process resulting in increased: lead time and planning, transparency and stakeholder engagement, better capacity management & productivity, cost avoidance, decreased execution risk and increased adoption.
• Established TIAA’s first Promotion Policy, enhancing inclusion and transparency and aligned with EEO/AA, reduced variation in corporate titles, and mitigated liability risk.
• Managed and executed key enterprise-wide program

• Established and led PMO for the Process Improvement Center of Excellence consisting of 20 process improvement engineers and a team of project managers. Including all change management, strategic governance, reporting, and strategic alignment.

• IT Portfolio Manager for the Technology Stability and Resiliency Program to increase stability, reduce risk in all banking/vendor applications and improve customer experience.
• Successfully managed and executed SDLC, process transformation and change management programs resulting in cost savings of $2MM utilizing Six Sigma and Lean process improvement practices.
• As the Business Management Office (BMO) lead for a $58MM Program totaling 25 projects to upgrade core banking applications, established and managed financial governance routines to ensure financial risks were minimized resulting in a 10% decrease in financial variances.
• As the Program Management Office (PMO) lead, managed end-to-end execution of Bank of America’s largest eCommerce transformation program that provided a single point of application, integrated all channels, products, and services, resulting in improved customer and associate satisfaction, cost efficiencies, speed to market, stability and increased revenu

• Executed merger/transition plan in Canada for the acquisition of the Credit Union Electronic Transaction Services credit card issuing business adding more than 340 employees in 3 locations, CAD$503MM. outstanding loans, 572,000 customers, 480 business partnerships and 1,600 branches.
• Worked directly with Canada Card Services (MBNA) President and senior leadership team to strategically integrate, leverage strengths of both companies, minimize change impact, to increase market share and value.

• As Change & Program Manager for the Merchant Compliance Risk team, designed and implemented a process transformation program to remediate and control more than 300,000 merchants to become PCI (Payment Card Industry – VISA mandated regulations) compliant. Merchants ranged from multi-billion-dollar (sales) corps. to small businesses.
• Assisted in establishing an innovative internal security department to assess and remediate merchant risk that provided a distinct competitive advantage resulting in higher customer retention.

• Managed Consumer Real Estate -Technology Support's largest Design For Six Sigma process transformation project, resulting in $5MM cost savings and improvements.
• Managed end-to-end Technology, Change Management and migration of one of the largest IT applications utilized in all banking centers by more than 10K users and in 29 states resulting in $1MM. in cost savings as well as significantly increased both associate and customer satisfaction.