For an Emerging Financial Services Advisor, I led the design, build, and implementation of core operational processes and capabilities to support the company's stated mission and objectives. Responsibilities included establishing operational policies, methods, and tools for delivery excellence. Developed a Service Catalog and Practice Support Materials for current go-to-market capabilities. Instituted agile approaches, automation, and continuous improvement techniques to foster future scalability while maintaining strict quality standards for the clients' advisory capabilities (Program Tracking, Client Engagement, Communication Planning, Billing and Collections, etc.). Provided direct oversight and management of client delivery projects and programs, including recruitment, training, and mentorship of delivery resources, and directly supporting the firm's marketing and sales initiatives ranging from $250k to $10m in size.

For a Fortune 100 Insurance Company I was responsible for overall Program Delivery on a multi-year, strategic corporate initiative to overhaul aging infrastructure and implement modern digital processes and technology. Led day-to-day activities across distributed teams (30+ resources) utilizing Agile approaches (Daily Stand-Up, Jira Board, Epics/Stories, Sprints) and PPM leading practices, including the delivery of weekly status reporting across Product, Agile Teams, DevOps, and Management to Executive Leadership. Emerging Loan Origination and Servicing Provider – Program Delivery Framework / Project Management Designed and implemented operational governance and management framework for leading regional loan origination company migrating operations from an on-premises data center to AWS cloud environment utilizing AWS. Provided oversight and guidance for strategic roadmap development, project planning, and execution of PMP processes and tooling.

For a top Health Insurance Provider I oversaw the design and implementation of a technology transformation program portfolio leadership governance model. Leveraged industry leading program governance frameworks to design a standardized model, and detailed processes and templates to provide executive transparency on status, risks, financial standing and benefits realization tracking.

For a large Hedge Fund I directed multiple IT focused initiatives to advance operations and business capabilities. Developed repeatable Project Delivery frameworks including operating models, processes, templates, metrics and tools to enable consistent execution. Leading Global Banking Organization – Business / Technology Engagement Model Assessment and Strategy Developed business engagement strategy for newly commissioned Tech Assurance organization.

For a Global Equipment Financing Company implementing a Global Oracle ERP (Lease & Finance Management) solution, I served as the overall Engagement Manager. This was the worlds' largest implementation of OLFM, with a $150+M budget and resources exceeding 180 at peak. Early product adoption required full development life-cycle to implement extensively customized modules meeting numerous local and regulatory country requirements. Heavily involved in PMO design and custom delivery methods. Oversaw 100+ person global technical team (US, India, China).

For a European Automotive Financing Company implementing an Auto Lease Management System, managed all aspects of the PMO including budget ($40M), resources, project plans, issues/risks, and client relations. Developed standard processes, methods, and approaches to be followed by a team of more than 150 consultants, 3rd-Party Vendors, and contractors. Fortune 10 Global Leasing Organization – Lease Origination System Implementation Project Manager for a large scale, n-tiered, J2EE browser-based Origination Leasing system for a Global Financial Services client. Directed a 50+ person team through the full SDLC to develop the enterprise Lease Loan Origination Management system while heading the Business Architecture team focused on requirements and UX design.