Experience
Vice President, Strategic initiatives, Commercial PMO
As a Portfolio/Program Manager, I oversee and track 19+ projects across different Treasury Management products; speed-to-revenue and cost/cycle time reduction are the main metrics, but the projects I oversee also include tech development/automation efforts. The focus is on value generation and delivery. In this role, I partner with Executive and Senior Management to identify, prioritize, develop, track, and execute strategic initiatives. I interact and collaborate across numerous Business partners working in distributed teams to drive change and improvements into the Bank.
Built automated project/report templates, as well as integrated roadmapping, financial deliverable tracking, Executive updates
Program development for multi-year technology transformation; Executive coordination, materials/meeting facilitation, structure
Project management consultative guidance/mentoring of junior staff and project leads; execution via influence and partnership
Senior Project Manager - Digital PMO
I joined an in-flight team that lacked organization and execution expertise. I quickly established recurring team meetings, created tracking documents, and challenged for completion dates. Working with product executives, I created a Program Roadmap, Executive Committee updates, and developed a resource/budget plan. The POC uses multiple vendors, requiring vendor management including contractor onboarding, SOW oversight & Milestone delivery, and billing. Activities included:
PM for POC future-state SaaS product/platform strategy; provided leadership, structure, organization, executive reporting, budget management ($7.5M); created immediate impact as a value-add contributor/leader within 2 weeks of joining
Led the start-up/discovery phase of a major strategic Program to eliminate technical debt and build new data ingestion/middle office capabilities; inclusive of software development 13 projects, as well as a vendor conversion for trade operations/custody
Vice President, Program/Project Manager - Business Strategy & Planning
I was the Program/Project Manager for the newly created Retail Wealth group within State Street. I worked with Sr. Business Leaders in State Street’s Alpha/Middle Office segment and Charles River’s Wealth Management group to develop a strategic new product – Managed Account Services. I created financial models detailing estimated revenues, profitability timelines, estimated FTE growth, business costs, and capitalization rates. I created “pitch decks” for prospects, created sample workflows, and collaborated with Legal & Compliance on service offering/MSA agreements. Activities included":
Develop and manage program and project roadmap(s) focused on achievable milestones and revenue realization
Define/develop business processes and workflows; drive requirements gathering, product roadmap and implementation
Participation in confidential discussions involving possible partnerships, acquisitions, and/or client sales opportunities
Assistant VIce President, Program/Project Manager - M&A Integration PMO
In October 2018, State Street announced the purchase of Charles River Development (CRD), a well known and respected Fin Tech company . I worked as a program/project manager to integrate Charles River Development with State Street. As the 2nd PM hired, I worked closely with consultants to transition the proposed framework into a functional PMO. I took responsibility for operational readiness by creating the PMO Readiness Plan and developing PMO Governance Processes, as well as documenting workflows and standardized reporting expectations. Within the PMO itself, I was directly responsible for Program Management and Oversight of the Cost Synergies Program for the savings announced in the Deal. I managed the Cost Synergies Program for the savings announced in the Deal. I managed/coordinated the realization of $55M-$65M net cost savings, working with other project managers, Finance, Business Leaders, and Executives across the bank to realize/report on the company’s commitments. Additional achievements include:
Project Manager for the successful launch of CRD’s Wealth Hub product; coordinate business units, develop playbooks & processes, ensure operational readiness
PM for a lift-out/staff conversion to a 3rd Party vendor; interfaced with HR, Security, and IT to ensure smooth transition
Assistant Vice President, Business Strategy Consultant - Business & Technology PMO
While in State Street’s Alternative Investments group, I was a Program/Project manager across multiple hedge, real assets/infrastructure, and private equity fund projects. I managed a ~$14M Program of projects involving roughly 12 development teams and multiple Client(s) priorities. I managed the budgets, tracked resources and progress, detailed change impact analysis, lead requirements gathering/design thinking sessions, documentation, and solutioning. Projects included:
$3M Agile development project focused on Straight Through Processing within Investor Services;
$3.5M Agile application enhancement effort for an anchor client focused on servicing Infrastructure funds;
$1.5M new development capability to interface with DTCC AIP protocols;
$4.5M critical client retention project for a “Top 30” client;
On these initiatives, and others, I collaborated with Business Leaders, Development Managers, Product Owners, Program/Project Managers, & Client Service Managers from 13 different locations around the world across 7 different time zones.
Education
Boston University, Metropolitan College
MASTERS OF SCIENCE Program: Project Management (PMI accredited program)
Boston College
BACHELORS OF ARTS Major: History Minor: Theology
