OBJECTIVE             To deliver large scale business solutions, including the design, development and delivery of internet or intranet-based services in the financial services industry.

SUMMARY               A senior delivery professional with over 10 years’ experience managing projects and project managers, with the last 8 years spent delivering technology solutions for the financial services industry. Exceptional listener and communicator who excels at providing project details, both in writing and verbally, to senior business and technology stakeholders.  Effectively builds relationships across teams, often in highly matrixed environments, to achieve deliverables on time, on budget and to spec.  In spare time, enjoys directing promotional projects for church and neighborhood organizations.



Project Management

Process Development

Proposal Development



Client Relations

Teambuilding / Mentoring


Prototype Design

Status Reporting/Delivery

SDLC Process Oversight


Application Design

Needs Assessment

Vendor Management


Senior Service Delivery Manager, Technical Delivery Manager, Vice President

Bank of America Global Wholesale Banking Technology, Charlotte, NC        11/10 – Current

Payments Services Hub     Senior Service Delivery Manager                                   3/12 - Current

                                                Leading end-to-end delivery efforts for the Payments Services Hub (PSH), the strategic payments platform providing core orchestration, enrichment and warehousing services across the Global Corporate & Commercial Banking division. Working with stakeholders from proposal through planning, design and delivery of strategic objectives across a global payments multi-generational plan, while managing the relationship with FundTech, the vendor responsible for the core PSH functionality.   Accomplishments include:

·   Established the portfolio engagement, delivery management and status reporting processes, while hiring, and mentoring, a team of technical PMs and analysts charged with ensuring efforts are delivered on time, to spec and within budget.

·   Implemented a project tracking portal, engagement reports and related processes to document deliverables, estimates, milestones and dependencies for on average 50 engagements a month.

·   Managed staffing forecasts and finances for up to 45 resources on three statements of work in four countries, working on as many as 14 concurrent projects.

·   Delivered functionality for the multi-year Global Payments Rewrite initiative to retire 10 legacy systems while standing up the target online payment initiation portal. 

·   Coordinated the initial PSH delivery efforts for the Global Wholesale Model Bank Transformation project, a multi-year effort to remediate and enhance the current international legacy payments platform and infrastructure to an integrated set of global applications to improve stability, increase performance and provide new, advanced payments functionality, including the ability to process large volume, high and low value payment origination files through global clearings.


Message RP Middleware  Technical Delivery Manager                                            11/10 – 3/12

                                                Managed middleware deliverables and timelines for several large international development efforts, including the Global Payments Rewrite project (see above).   Inheriting the project over budget, behind schedule and saddled with defects, brought it back to green and a successful conclusion despite head count reduction.

Skills & Products Used:  Project Management, Status Reporting/Delivery, Vendor Management and Contract negotiations; Process Development, Client Relations, Needs Assessment, Prototype Design, Service Oriented Architecture & Web Services Technologies; Payments processing, initiation, clearing and settlement; Payment Validation for straight through processing (STP); Payment Enrichment, Method of Payment Selection, Clarity, PMT, Global Pay Plus 4.0; XML Pad Pro, WebSphere Process Server and Application Server; Portfolio Management Tool, MS SharePoint 2007, MS Office, Project, Visio, Ariba.


Program Manager, Project Manager, Vice President (Consultant 1st year, then FTE)

Wachovia Securities / Wells Fargo Advisors, Charlotte, NC                                              2/05 – 11/10

Annual Account Fee, Firm Householding

Managed multi-generational enhancement projects and coordinated BAU operations, for the brokerage fee and firm household aggregation processes, which aggregated customer data, assessed waivers and charged fees for accounts across all six sales channels and over one hundred clearing firms.  Provided project and program-level status to senior business, risk and technology stakeholders, while working with them to define, manage and implement the MGP.   Accomplishments included:

·   Restructured the data and system architecture for the fee process, giving stakeholders the ability to adjust fees, waivers, and price adjustments by sales channel, branch, customer profile and product type.

·   Expanded the charge population from 3 million accounts in 3 sales channels in 2005 to over 10 million in all 6 channels in 2011.

·   Created a set of revenue projection reports that accurately predicts the accounts to be charged and revenue for the upcoming year during the six months prior to charging.

·   Coordinated three projects to enhance the companies’ household account aggregation process and convert related data during the AG Edwards merger.  

·   Managed six conversion projects involving 12 teams, including a project to convert 10 applications and migrate data to the new combined general ledger system. 

Skills & Products Used:  Strategic initiative definition and delivery, Project Management, Status Reporting/Delivery, relationship management, Process Management, Data Architecture and Conversion, Data Quality and Integration, Designing, building, testing and implementing Operational Data Stores (ODS), MS SharePoint, Beta TTS Backoffice, PICCT Change Management Tool, HP Test Director / Quality Center, SQL, Oracle 9i, 10g, DB2, Rapid SQL, Toad for Oracle & DB2, MS SharePoint, Access, Project, Visio & LiveMeeting.

Web Application Designer, Developer (Consultant)

Wachovia Wealth Management, Charlotte, NC                                                    1/04- 2/05


                                                Re-designed the interfaces, application framework and shared navigation components for the Wealth Management web portal.  Rewrote several legacy systems using .NET C# and Oracle 9i, including an insurance policy management app used by Trust Centers throughout the southeastern U.S to manage accounts and policies.  

Skills & Products Used:  Systems Engineering & Development, Data Architecture, ASP.NET, C#, SQL, HTML, CSS, JavaScript, Oracle 9i, MS Visual Studio .NET,  Adobe Photoshop, Adobe Illustrator, MS Visio.


Web Application Designer, Developer, Analyst (Consultant)

Bank of America, Charlotte, NC                                                                                                8/02- 1/04

ATM Management       Designer, Developer, Business Analyst         10/03-1/04

Produced a .NET workflow application to coordinate installations, upgrades and removals. 

CREST System            Designer, Developer, Training Coordinator, 8/02-10/03

Developed an intranet-based frontend for the Customer Relationship Enrichment System, a multi-million dollar relationship deepening reporting tool serving over 14,000 associates.

Skills & Products Used:  Systems Engineering & Development, Database Architecture, SQL Server 2000, ASP.NET, C#, ASP, SQL, HTML, CSS, JavaScript, MS Visual Studio .NET, Dreamweaver MX, Photoshop, Illustrator, MS PowerPoint


Web Application Designer, Developer (Free-lance)

Libby Hill Seafood, Inc., Greensboro, NC                                                               4/01-9/03


                                        Designed and developed a system for the restaurants to order from the warehouse, the company’s web site and content management system.

Skills & Products Used:  Systems Engineering & Development, Status Reporting/Delivery, Data Modeling, Client Relationship Management, Business Support Services, Database Architecture, SQL Server 2000, ASP, HTML, CSS, JavaScript, Dreamweaver, Adobe Photoshop

Web Application Developer (Consultant)

First Union Capital Management Group, Charlotte, NC                                      9/01-8/02


Designed and produced interfaces for several internal imaging and workflow applications.

Skills & Products Used:  Systems Engineering & Development, IBM WebSphere, MQ, JSP, Java, HTML, CSS, JavaScript, WebSphere Studio App. Dev, Dreamweaver, Photoshop.


Web Administrator, Project Manager Associate, Vice President

University of Florida, Gainesville, FL                                                                      5/99-6/01


                                        Established and managed the UF Web Administration team, which worked closely with the Office of Public Relations, the CIO and the General Counsel to build and implement a multi-generational implementation plan for the university’s web presence.  Responsibilities included assembling and leading project teams with as many as three full time and five part time designers, coders and content coordinators.   Projects included:

·   Redesigned the UF home page, ranked a top college site by MSN in Nov 2000, and the UF Virtual Tour, a CampusTours.com Four Star Award winner in March 2002.

·   Implemented an award winning FAQ knowledgebase to route e-mailed inquiries to the university, reducing the volume of misdirected e-mail over 60% in the first month. 

·   Created the one of the university RSS news channel for use on PDAs. 

·   Established campus Web policies and standards, Web management roles for campus departments, and a university Web policy oversight group.

Skills & Products Used:  Project management, Status Reporting/Delivery, Communication and Relationship Management, Developing Governance Organizations, Customer Experience, Policies & Standards Implementation, HTML, CSS, JavaScript, Java Applet, SSI, Apple QuickTime VR, Adobe Photoshop, Dreamweaver, Perl, RightNow Web, RSS


UF College of Journalism and Communications, Gainesville, FL                     9/97-9/98


Master of Arts in Mass Communication, Focus in Electronic Media     

University of Florida, Gainesville, FL                                                                       8/96 - 5/99

Bachelor of Arts in History, Minor in English, Pre-Law            

East Carolina University, Greenville, NC                                                                                8/90 - 5/94


·   Promoted to Senior Service Delivery Manager at Bank of America                                   2013

·   Appointed Communications Chair, Hawthorne Lane United Methodist Church                              2012-Current

·   Consistently rated in top tier of performance ratings at Bank of America                        2011-Current

·   Promoted to the title of Vice President at Wells Fargo Advisors                                          2010

·   President of the Plaza Midwood Neighborhood Association                                                              2006-07

·   Received 6 awards for customer service while with Wachovia Securities                       2005-10

·   UF Golden Gator Award for Technical Innovation for “Ask UF”                                           2001

·   UF Golden Gator Director's Choice Award for Excellence in Communications                               2000

·   University of Florida Outstanding Student Presidential Recognition Award                      1998

·   East Carolina University Academic Order of Omega                                                            1993

·   National Art Honor Society                                                                                                          1990