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Charlotte, NC (704) 370-0112
E-mail: firstname.lastname@example.org Home Page: http://www.clc-online.com/
OBJECTIVE To manage information technology efforts, including the design, development and maintenance of internet or intranet-based products and services in the financial services Industry.
SUMMARY A project / process manager with 10+ years experience leading and developing information technology solutions, I am proficient at all phases of the systems development life-cycle, from concept, analysis, design, to coding and testing. Other skills include information modeling, award-winning Web design, proposal development, issue resolution and overall client relations.
Vice President, Process Manager, Program Manager, Project Manager
Wachovia Securities / Wells Fargo Advisors, Charlotte, NC 2/05 – Current
Account Fee Process Project Manager, Process Manager, SME 1/05 – Current
Managing the process that charges over $140 million in brokerage servicing fees in the U.S. and Latin America. Responsible for coordinating with business and technical representatives to define and implement enhancements, while managing production support tasks, issues and timelines. As the foremost subject matter expert, I have also helped hire and train new team members, analyze data anomalies, document business and technical requirements, and led training presentations with audiences of over 500 financial advisors. Enhancements that I have managed include:
Tools Used: MS SharePoint, Beta TTS Backoffice, PICCT Change Management Tool, AllFusion Harvest, HP Test Director / Quality Center, SQL, Oracle 9i, 10g, DB2, Rapid SQL, Toad for Oracle & DB2, MS Sharepoint, Access, Project, Visio & LiveMeeting.
Firm Householding Program Manager, Project Manager SME 11/07 – Current
Managed projects to enhance and support the Firm Householding customer aggregation process, which is used to group all active WFA brokerage accounts. As manager and lead subject matter expert, I trained and supervised a team of up to 6 based in Chicago, Charlotte and St. Louis. Enhancements included:
Tools Used: PlanView, Beta TTS Backoffice, PICCT Change Management, AllFusion Harvest, HP Test Director, MS Sharepoint, Access, Project, Visio & LiveMeeting.
Wells Fargo Conversion Program Manager, Project Manager 8/09 – Current
Coordinating 6 merger-related projects involving twelve application teams over the course of one year, including the project to convert 10 applications to the new combined Wells Fargo General Ledger system. Supervising the addition of two new WFA sales channels into the account fee process, while serving as the primary subject matter expert in that area, and coordinating a team of 8 developers, analysts and PMs based in Chicago, Charlotte and St. Louis. Tools Used: PlanView, Beta TTS Backoffice, PICCT Change Management, AllFusion Harvest, HP Test Director, MS Sharepoint, Access, Project, Visio & LiveMeeting.
AG Edwards Conversion Program Manager, Project Manager 11/07 – 6/08
Managed the delivery of merger scope items for three systems leveraged heavily by financial advisors and other publics internal to the bank. Assembled and led a team of PMs, analysts and developers working from four cities. Worked with business and technical resources to define deliverables, which included a suite of revenue forecasting reports, legacy data conversion and augmenting the processes to handle twice the data and usage volume post merger. Efforts included oversight of 8 releases stretched over 12 months. Tools Used: Beta TTS Backoffice, PICCT Change Management, AllFusion Harvest, HP Test Director, MS Sharepoint, Access, Project, Visio & LiveMeeting.
Web Application Developer, Designer
Wachovia Wealth Management, Charlotte, NC 1/04- 2/05
Insurance Policy Designer, Developer 5/04-2/05
Web Portal Designer, 1/04-5/04
Designed the look and feel for the Wealth Management Unity Web portal interfaces and the application-level frameset. Tools Used: Adobe PhotoShop, Adobe Illustrator, MS Visio
Web Application Developer, Analyst, Coordinator
Bank of America, Charlotte, NC 8/02- 1/04
ATM Management Designer, Developer, Business Analyst 10/03-1/04
CREST System Designer, Developer, Communications & Training Coordinator, 8/02-10/03
Web Application Developer, Site Designer
Libby Hill Seafood, Inc., Greensboro, NC 4/01-9/03
Order Entry System Designer, Developer, 3/03-9/03
Libby Hill Web Site Designer, Developer, 4/01-1/02
Web Application Developer
First Union Capital Management Group, Charlotte, NC 9/01-8/02
Workflow Web Apps Designer, Developer, 9/01-8/02
Designed and produced Web interfaces for several internal imaging and workflow applications, which utilize IBM’s MQ Series Workflow, WebSphere and JSP.
University of Florida, Gainesville, FL 5/99-6/01
www.ufl.edu Administrator, Project Manager, Web Designer/Developer 5/1/99-2/1/00
Established and managed the UF Web Administration development team, which included as many as three full time and five part time designers, coders and content coordinators. Accomplishments under my tenure included:
UF College of Journalism and Communications, Gainesville, FL 9/97-9/98
Freelance Web Development*
Plaza Midwood Neighborhood Association, Charlotte, NC 7/05 - 12/05
PGA Tour Chrysler Classic of Greensboro, Greensboro, NC 2/05 - 9/06
Clemson University Outdoor Lab, Clemson, SC 6/03 - 3/04
S L Collins Associates, Inc. Recruitment Firm, Charlotte, NC 9/02 - 8/03
USF Department of Neurosurgery, Tampa, FL 6/01 - 10/02
Maples Center for Forensic Medicine, Gainesville, FL 8/00 - 10/00
UF Office of the President, Gainesville, FL 8/97 - 5/99
Brechner Center for Freedom of Information, Gainesville, FL 1/97 - 9/97
*Please visit www.clc-online.com for more information on my freelance projects.
National Fisheries Institute, Washington, DC 1/95-9/95
Master of Arts in Mass Communication 3.76 GPA
Focus in Electronic Media
University of Florida, Gainesville, FL 8/96- 5/99
Bachelor of Arts in History, Minor in English 3.1 GPA
East Carolina University, Greenville, NC 8/90-5/94
HONORS & AWARDS
|Creative Director, Design Development Services||Creative Director, Design Development Services|
|Development and Information Services||The Internet Connection War at&t internet Services for Consumers, a Strategic Evaluation. Mgt 555 Technology Forecasting and Strategic Planning|
|Nal books are available at quantity discounts when used to promote products or services. For information please write to premium marketing division. New||Abc (Activity-Based Costing) — a method of allocating costs associated with products and services by identifying discrete, quantifiable activities or work units with assigned costs. Address|
|Guided by the firm hand of the government, China has evolved a manufacturing-based development pattern that is more robust and balanced than that of India, which has set great store by an Information Technology-based `knowledge economy' without vital linkages with other sectors||Рекомендации по информационной безопасности iso/tr 13569: 2005 Financial services Information security guidelines|
Федеральным законом от 27 декабря 2002 г. N 184-фз "О техническом регулировании"
|Chapter 4Model-based design for ease of maintenance||PartsList: a web-based system for dynamically ranking protein folds based on disparate attributes, including whole-genome expression and interaction information|