Resume of Vice President

Title
Vice President

Primary Skills
Program and Project Portfolio Management, Core IT Technology, Business Automation and Technology Optimization

Location
US-NY-Brooklyn

Posted
Jan-10-07


SUMMARY

Extensive experience within: Information/Data Management, IT Infrastructure, Application-environments' Technology Business/market-segments Analysis. Have strong expertise in: Program and Project Portfolio Management, Core IT Technology, Business Automation and Technology Optimization, Internal and External Client Relations, Vendor Management, Finance and Accounting, Private and Investment Banking, Credit Policy and Administration, Credit and Financial/Accounting Applications Development, Consumer Banking and Operations. Have demonstrated an ability to adapt, succeed, and provide leadership within the framework set forth by management resulting in a continuous record of achievement.

PROFESSIONAL EXPERIENCE

JP MORGAN CHASE & CO, NEW YORK, NY & NEW JERSEY 2002-2005

VICE PRESIDENT - SR PGM/PROJECTS MGR - Global Technology - Asset and Wealth Mgmt/Brown & Co 2003-2005
- Key member in establishing GTI Brokerage PMO Office, and managed IT Projects portfolio thereafter
- Managed a program upgrading interconnectivity between a subsidiaries' private network to the JP Morgan Chase corporate network, ultimately also incorporating a desktop and server ReIP into new IP space for the entire franchise
- Program managed support of three separate line-of-business projects: Lotus Notes conversion, migration to corporate desktop image, and development/testing/roll-out of a business-developed (intelligent) work-routing system
- Delivered three distinct end-to-end (risk, costs, feasibility, scalability, etc.) options in support of the Disaster Recovery Strategy for United States offices
- Completed new product development and scoping projects for JPM Partners and relocated elements of the franchise to new campus locations as needed, inclusive of establishing LOB-specific technology in support of unique business models

VICE PRESIDENT - SR PGM/PROJECTS MGR - Global Technology - RE and Global Networks, 2002-2003
Managed several complex technology programs and projects on behalf of, or in partnership with, business/product executives in the Investment, Wholesale, Private and Commercial Banking franchises, involving the build-out/upgrade of core IT technology and new Applications/Products, at times also requiring concurrent relocation of personnel/departments.
- Consolidated Investment Banking personnel into corporate campus-sites, requiring reengineering and normalization of the desktop image, data-store, business continuity/recovery, and network access/routing methodologies
- Relocated a wholly-owned subsidiary involving design of a private 'Chinese-walled' network with connectivity to the US Government, including engineering, testing and migration of LOB data stores to a new clustered server environment
- Relocated a division requiring the installation of custom negotiable instruments' processing equipment and a call center
- Upgraded IT technology at the target site and relocated a securities franchise requiring a long-line encryption solution

CHASE MANHATTAN BANK, NEW YORK, NY 1996-2002

MANAGING VICE PRESIDENT - DIRECTOR OF PROJECTS - Enterprise Technology - Northeast Infrastructure, 2001-2002
- Developed Project Management Office and project initiation structure for this new unit by formalizing information flows, and establishing collaborative relationships with all business, technology and resource management partners
- Managed a 30-fold portfolio of business, operations and infrastructure projects with an estimated cost of $150M
- Participated in Project Director off-sites and supervised the progress of high profile projects, delivering same on or ahead of schedule/budget
- Completed the US Trust Business Divestiture project (below '00 to '01) while moving into this management position

VICE PRESIDENT - SR PGM/PROJ MGR - Enterprise Technology - Strategic Project Mgmt, 2000-2001
Managed a complex, business-critical program to migrate US Trust Company processing from a JP Morgan Chase & Co datacenter in New Jersey to Charles Schwab & Co in Phoenix, AZ. Major milestones and deliverables included:
- Documenting existing applications-suites' environments and related system-support requirements within a shared-services datacenter environment
- Documenting Network Designs/Topologies supporting in-house and external processing/data-transfers for ultimate delivery of custom US Trust financial products to external clients
- Engineering an EMC Symetrix Data Transfer Facility environment with an additional layer of Channel Extension Processing (CNT) supporting weeklong DASD transfers from NJ to Phoenix, AZ
- Designing remote access connectivity for internal and external US Trust users throughout the United States
- Designing Bank-to-Bank data encryption, in accordance with bank and regulatory requirements, for services US Trust continued to purchase from JP Morgan Chase & Co
- Supporting all trial-run exercises and provide training for Charles Schwab datacenter personnel as Phase II of the turnover portion of the project plan
- Providing on-site (Phoenix, AZ) support for all DASD transfers by key JP Morgan Chase & Co personnel (e.g., Operations, MVS, Storage, etc.)
- Providing two weeks on-site intensive care support in Phoenix, AZ immediately following production cutover

VICE PRESIDENT - INFO & DOCUMENTATION MGR GLBL Y2K PGM - Strategic Project Management, 1998-2000
- Established Notes and Excel-based automation to develop a single authoritative data-store for all internal and external reporting, meeting all corporate and regulatory reporting requirements for the Global Program Office
- Devised reporting methodologies to document infrastructure compliance status, and managed the required formal sign-off process (worldwide) for Large and Mid-range systems' physical documentation
- Assumed management responsibility for three late remediation/compliance projects, all completed on schedule
Associate/Technology Projects Manager - Enterprise Software Solutions, 1997-1998
- Managed the queue of functionality enhancements requests for the Bank's credit risk management application
- Coordinated worldwide testing of credit-portfolio interfaces as part of the European Monetary Unification Project
- Completed a project to replace mainframe VPS-based printing with a worldwide client-server application

ASSOCIATE/IT SERVICE MGR FOR GLOBAL MKTS - Corporate IT, 1996-1997
- Managed technology service delivery relationships and associated Service Level Agreements between Corporate IT and clients
- Delivered an expedited project to provide on-demand, alternate connectivity for the Broker's Loan business
- Completed a project to install a vendor application enabling the Global Markets business to reduce a risky daily-closing settlement backlog of Derivatives products.

CHEMICAL BANK, NEW YORK, NY 1977-1996

ASSOCIATE - BANK-WIDE IT ACCOUNT MGR FOR CREDIT & PVT BANK - Infrastructure Division, 1994-1996
- Managed Infrastructure Division's service delivery to the Bank-wide Credit, and Private Banking franchises
- Wrote service level agreements for three bank-wide commercial-credit application suites

ASSOCIATE/CREDIT EXECUTIVE'S ASSISTANT - Worldwide Private Banking, 1987-1994
- Reported to the Private Bank's Credit Executive, responsible for adherence to policy and practice in all processing, approval and technology work-streams, held Information Risk Management responsibility for all credit data
- Responsible for Non-accrual and Charge-off loans forecasting and reporting
- Coordinated internal qualitative and analytical reviews of lending units' credit portfolios, preparing for presentation to the Chief Credit Officer
- Published a comprehensive, monthly portfolio analysis to senior executive management and the Chief Credit Officer
- Leading member in a Bank-wide committee to automate the commercial-credit process, via development of three bank-wide application-suites integrated into all exposure and accounting/financial systems, over a six year span

ASSISTANT TO CREDIT DEPUTY- Domestic Private Banking, 1986-1987
- Responsible for all Non-accrual and Charge-off loans forecasting and reporting
- Coordinated internal reviews of credit portfolios in preparation of senior management reviews
Various Senior Assistant Positions - Domestic Private Banking, 1983-1986
- Assistant to New Business Manager, Relationship Manager, Team Leader, and a Credit Committee Member

VARIOUS LEARNING LEVEL POSITIONS - Consumer Banking, 1977-1983
- Bank teller, currency specialist, domestic & international funds transfer/payments supervisor, and administrative assistant responsible for managing customer service, opening all consumer accounts and regulatory reporting

EDUCATION
QUEENSBOROUGH COLLEGE
Electrical Technology

Certifications
See above


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