Dynamic and results-driven professional with extensive experience in Business Analysis and Project Management
Motivated self-starter and effective leader, known for strong analytical and problem-solving skills
Proven ability to communicate effectively and build relationships across diverse areas including Business, Product, Technology, and Operations, while engaging with various management levels
Highly adaptable and skilled at managing multiple responsibilities with minimal oversight in fast-paced environments
Overview
31
31
years of professional experience
Work History
Project Manager, U.S. Wealth Management
JPMorgan & Chase
Business Transformation Office
12.2019 - Current
Manage business driven large scale, complex projects impacting U.S. Wealth Management working with Business, Technology, Operations, Product Owners, Legal, Risk, and Compliance
Projects included implementing Strategic Householding, Centralized Paperless Preferences and Advisor Leads
Responsible for various aspects of the projects including defining business requirements, process flows and operating models; analyzing and presenting complex data; managing issues and risks; and communicating status to project stakeholders
Requires strong analytical, problem-solving, communication and project management skills across end-to-end processes.
Project Manager, Asset and Wealth Management
JPMorgan Chase & Co.
Business Transformation Office
02.2017 - 12.2019
Managed regulatory and business driven projects impacting Asset and Wealth Management
Partnered with Business, Technology, Operations, Product Owners, Legal, Risk, and Compliance to implement large scale complex projects
Projects included Regulation Best Interest, IPB Product Risk Ranking, IPB New Economic Model and US Fee Transparency
Responsible for various aspects of the projects including defining business requirements, process flows and operating models; analyzing and presenting complex data; managing issues, risks and action plans; and communicating status to project stakeholders
Requires strong analytical, problem-solving, communication and project management skills across end-to-end processes
Data and Reporting Analyst, Global Financial Crimes Compliance
JPMorgan Chase & Co.
02.2015 - 01.2017
Managed projects impacting GFCC Investigations Analytics and Reporting Team including implementation of reporting infrastructure for new case management system, ongoing system enhancements and Risk Based Sampling
Developed and delivered Operations and Management reporting for key risk and performance indicators across GFCC Investigations
Responsible for data analysis, defining requirements, report development and validation
Required analytical and problem-solving skills, data analysis and report development.
Project Manager, Corporate Investment Bank Operations
JPMorgan Chase & Co.
03.2012 - 02.2015
Managed regulatory projects impacting Client and Account Reference Data
Projects included Legal Entity Identifier to support Dodd Frank/EMIR requirements
Responsible for all aspects of the project including defining requirements, compiling and analyzing reference data, remediating reference data, testing enhancements and implementing new operating model while managing issues and risks and communicating status to project stakeholders
Required strong communication, partnership, data analysis and problem-solving skills.
Project/Program Manager, Private Bank Technology
JPMorgan Chase & Co.
04.2011 - 03.2012
Managed multiple projects impacting Private Bank Finance including business enhancement and merger integration projects
Projects included Strategic Organization Hierarchy, Private Wealth Management Integration and various enhancements requested by the business or required to support upstream changes
Responsible for managing project timelines, scope, issues and risks and communicating status to project stakeholders and management during all phases of the project.
Senior Business Analyst, Private Bank Technology
JPMorgan Chase & Co.
04.2006 - 03.2011
Implemented Private Bank Finance MIS suite of applications to report on Flows and Revenue and Assets which included a data warehouse/mart, transformation logic, two user interface applications, and Business Objects reporting
Responsible for all phases of the project lifecycle including eliciting business requirements, documenting functional specifications, reviewing design, performing testing, implementation, and post implementation support
Required strong communication and analytical skills and analysis of client, product, and financial data across multiple sources
Business Analyst, Corporate Technology
JPMorgan Chase & Co.
07.2003 - 03.2006
Supported Human Resources Web applications including: Back-up Child Care, insideHR, My Rewards at Work, and Deferred Compensation Program
Projects included site conversion to third party vendor
Responsibilities included resolving production issues, data analysis, managing all phases of site enhancements, and providing client service to the HR clients.
Business Analyst/Project Manager, Private Banking Operations
JPMorgan Chase & Co.
10.1996 - 06.2003
Provided business analysis and project management on several key projects including ACE fee system conversion, Six Sigma projects and process improvements, and merger integration projects
Managed MIS reporting for Fee Billing.
Treasury Specialist
Remington Arms Company, Inc.
09.1993 - 05.1996
Provided daily cash management responsibilities, letter of credit and bank account administration
Education
Bachelor of Science - Business Administration
University of Delaware
Newark, DE
Skills
Problem Solving
Functional & Business Requirements
Cross-Functional Collaboration
Team Leadership
Stakeholder Management
Project Management
Communication & Influencing Skills
Data Analysis
Timeline
Project Manager, U.S. Wealth Management
JPMorgan & Chase
12.2019 - Current
Project Manager, Asset and Wealth Management
JPMorgan Chase & Co.
02.2017 - 12.2019
Data and Reporting Analyst, Global Financial Crimes Compliance
JPMorgan Chase & Co.
02.2015 - 01.2017
Project Manager, Corporate Investment Bank Operations
JPMorgan Chase & Co.
03.2012 - 02.2015
Project/Program Manager, Private Bank Technology
JPMorgan Chase & Co.
04.2011 - 03.2012
Senior Business Analyst, Private Bank Technology
JPMorgan Chase & Co.
04.2006 - 03.2011
Business Analyst, Corporate Technology
JPMorgan Chase & Co.
07.2003 - 03.2006
Business Analyst/Project Manager, Private Banking Operations
<ul>
<li>Spearhead the management and oversight of the National Bio and Agro-Defense Facility (NBAF) project, a pivotal national asset developed in partnership with the U.S</li>
<li>Department of Agriculture (USDA) and the U.S</li>
<li>Department of Homeland Security (DHS)</li>
<li>Collaborate with USDA and DHS stakeholders to ensure a seamless transition of operations and mission capabilities from the aging Plum Island Animal Disease Center (PIADC) to NBAF, ensuring uninterrupted research, diagnostics, and training essential to national security</li>
<li>Lead the operational endurance phase, validating work processes and laboratory setups to guarantee compliance with the highest safety and biocontainment standards, particularly in biosafety level-4 (BSL-4) environments</li>
<li>Act as the hiring manager, conducting interviews and selecting high-quality employees to ensure the success of both DCA and NBAF</li>
<li>Serve as a subject matter expert pert for the payroll system Paychex, overseeing and approving payroll for 63 officers biweekly while managing paid time off and leave requests to maintain the security posture for the facility</li>
<li>Monitor project milestones, providing critical updates to senior management and stakeholders while ensuring alignment with USDA's mission objectives and federal guidelines</li>
<li>Direct the development and execution of strategic initiatives to facilitate efficient collaboration with federal partners, ensuring all laboratory operations adhere to regulatory requirements set forth by the Federal Select Agent Program (FSAP)</li>
<li>Foster a culture of excellence and professionalism within the team, emphasizing rigorous training, safety compliance, and operational integrity as key components of NBAF's mission to safeguard public health and the nation's food supply</li>
<li>Monitored budgeting activities by tracking expenditures and providing regular updates to management.</li>
<li>Analyzed existing processes within a department or organization in order to identify areas for improvement or increased efficiency.</li>
<li>Implemented quality control measures throughout each stage of a project's lifecycle.</li>
<li>Worked closely with senior managers to ensure that all projects were completed according to schedule.</li>
<li>Conducted research on potential vendors, suppliers, contractors and subcontractors for projects.</li>
<li>Provided administrative support to the Project Manager in order to facilitate successful project outcomes.</li>
<li>Prepared monthly progress reports summarizing key accomplishments achieved since the last report.</li>
<li>Trained junior staff on best practices for managing multiple projects simultaneously.</li>
</ul> at Defense Contracting Activity, LLC<ul>
<li>Spearhead the management and oversight of the National Bio and Agro-Defense Facility (NBAF) project, a pivotal national asset developed in partnership with the U.S</li>
<li>Department of Agriculture (USDA) and the U.S</li>
<li>Department of Homeland Security (DHS)</li>
<li>Collaborate with USDA and DHS stakeholders to ensure a seamless transition of operations and mission capabilities from the aging Plum Island Animal Disease Center (PIADC) to NBAF, ensuring uninterrupted research, diagnostics, and training essential to national security</li>
<li>Lead the operational endurance phase, validating work processes and laboratory setups to guarantee compliance with the highest safety and biocontainment standards, particularly in biosafety level-4 (BSL-4) environments</li>
<li>Act as the hiring manager, conducting interviews and selecting high-quality employees to ensure the success of both DCA and NBAF</li>
<li>Serve as a subject matter expert pert for the payroll system Paychex, overseeing and approving payroll for 63 officers biweekly while managing paid time off and leave requests to maintain the security posture for the facility</li>
<li>Monitor project milestones, providing critical updates to senior management and stakeholders while ensuring alignment with USDA's mission objectives and federal guidelines</li>
<li>Direct the development and execution of strategic initiatives to facilitate efficient collaboration with federal partners, ensuring all laboratory operations adhere to regulatory requirements set forth by the Federal Select Agent Program (FSAP)</li>
<li>Foster a culture of excellence and professionalism within the team, emphasizing rigorous training, safety compliance, and operational integrity as key components of NBAF's mission to safeguard public health and the nation's food supply</li>
<li>Monitored budgeting activities by tracking expenditures and providing regular updates to management.</li>
<li>Analyzed existing processes within a department or organization in order to identify areas for improvement or increased efficiency.</li>
<li>Implemented quality control measures throughout each stage of a project's lifecycle.</li>
<li>Worked closely with senior managers to ensure that all projects were completed according to schedule.</li>
<li>Conducted research on potential vendors, suppliers, contractors and subcontractors for projects.</li>
<li>Provided administrative support to the Project Manager in order to facilitate successful project outcomes.</li>
<li>Prepared monthly progress reports summarizing key accomplishments achieved since the last report.</li>
<li>Trained junior staff on best practices for managing multiple projects simultaneously.</li>
</ul> at Defense Contracting Activity, LLC
VP of Project Management – Wealth Management Client Services at Citigroup Inc.VP of Project Management – Wealth Management Client Services at Citigroup Inc.
Manager of Wealth Management Operations at Standard Chartered Global Business Services, Global Business ServicesManager of Wealth Management Operations at Standard Chartered Global Business Services, Global Business Services