Project manager
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20+ years of project & program management experience with a consistent track record of successfully leading & delivering projects on time and under budget.
A pragmatic problem solver skilled in strategic planning, crisis resolution and management of complex projects while maintaining positive stakeholder relations.
Managed the end-to-end RFP response process to ensure all expectations, actions, and timelines are understood and met.
Managed delivery of, services of strategic enterprise applications and solutions and subsequent releases of client server and e-business solution to replace legacy systems (Group, Individual and Pensions). Implemented a suite of healthcare and insurance administration applicationsdesigned to simplify the administration of complex managed care and long-term insurance products.
Responsible for the Business transformation processes to accommodate the new technology. Managed the alignment of Business Operations across the enterprise. Provided strategic advice and supported an inter-territory advisory council made up of senior management and Business executives
Manulife Financial - Business & Technology Transformation - E-Business – Program Diretor April 2000 – August 2001
Recruited to upgrade and replace obsolete technologies with an enterprise applications/solution at this world-class financial organization with more than 4000 users in several locations. Hire, train, develop and lead a 15-person technical team and 20-person business team. Managed a $12 million capital budget and a $3 million operating budget. Development using Agile /waterfall methodology.Scope of position was expansive and included departmental direction and full design, installation, engineering, implementation, support, training, administration and management authority for: Lan/Wan Network Services, Applications Systems, Web/Internet Design & Operations, PC Desktop Systems, Unix Systems Administration and Database Administration.
Bell Mobility – Program Manager - April 1995 - April 2000
Y2K – Program Manager, SAP Implementation (FI, CO, HR) – - Program Manager & Billing Systems– Project Manager
Included IFRS reporting.
Program Manager Call Center: Responsible for the creation of a business development plan focused on the call center’s objectives, goals, financial information, milestones, and methods to measure progress. Responsible for the individual agent development plan were included as subsections. Needed to ensure: Engagement and collaboration of all key stakeholders, both internal and external to address the following components: Growth and scaling opportunities, Budgets for hiring, tech, operational costs, and professional development, financial goals, KPIs and milestones, Timelines and marketing objectives.
Professional Designations/Certifications/Training: Agile SCRUM Bootcamp training; Six-Sigma Training
2021 (SASM) SAFe® Advanced Scrum Master 5.1
2020 (CAL1) Certified Agile Leader 1, Scrum Alliance (Shift 314)
2017 (CSM) Certified Scrum Master, Scrum Alliance
2015 Scrum & Kanban Training - Berteig Consulting
2011 Advanced Project Management – Project Auditing – PMI certified course
2008 ITIL v3 Foundation - Information Technology Infrastructure Library Certification
1978 Bachelor of Administration & Commercial Studies combined with Economics & Computer Science
– York University
Agile, Kanban & Waterfall Software Development
Strategic & Operational Planning
Budgeting & Financial Reporting
Quality Assurance & Testing
Crisis Management & Conflict Resolution
Stakeholder Influencing & Negotiating
Program & Release Management
Decision Making & Problem Solving
Communications & Consensus Building
Risk Analysis & Management
VP & CIO Level Stakeholder Management
Scotiabank – Acquisition/Merger Program Director - December 2017 – Present
Budget: $40M, Team: 250 members - included internal/external stakeholders (vendors), onshore/offshore
Engaged for transformation implementation road map, implementing and modernizing existing back-office business processes in the HR, Finance, Billing, Customer Care and Call Center, Risk, Fraud & Collections, AML, Operations, Product, IT, Marketing and Procurement area on the client’s platform. Accountable to manage Business & Technology transformation and divestiture planning and execution. Directed, managed, and coordinated team members including other Project Managers, Business and Technology resources, user groups, internal and external consultants and contractors, as well as vendors and external regulatory organizations with an ability to facilitate communication between key stakeholders efficiently and effectively. Managed projects using multiple methodologies (waterfall, hybrid, agile). Strategic planning to integrate Peoplesoft HR and Finance solution, including and IFRS reporting, with channels including decommissioning legacy systems/processes for HR and Finance processes. Addressed Big Data challenges to align with specific Business Goals.
BMO- Program Director - February 2014 – November 2017
Canadian Anti-Spam Legislation (CASL) & Cyber Security – Budget 25M
TD- Program Director- Budget 35M; Strategic Platform Delivery, North American Credit Cards, TD Bank Group - May 2013 – February 2014
Responsible for leading and supporting the effective and efficient design, planning, control, quality assurance, delivery and support of mission critical, on-line, real-time financial, enterprise applications and solutions that support Credit Card Line Of Business, with the goal of meeting and exceeding the clients’ needs. Addressed Big Data challenges to align with specific Business Goals.
45 systems changed or uplifted across multiple technology segments; Delivered to 1,127 BRD Requirements in support of 600 Phone Channel and Credit Centre staff increase;29 and 34 Business technology Workstreams, both onshore and offshore (50 resources), with over 1200 people strong to support this delivery; 39 technology related vendors to ensure readiness for system changes and volume stability;79 systems involved including .Net/SOA ,in getting credit card in a customer’s hands and supporting operations; system testing these systems with key vendors, representing over 15,000 test cases
BMO - Program Director - Budget 35M - November 2011 – April 2013
Rogers Wireless Inc. – Budget – 35M - Program Director Dec. 2008 –October 2011
Liaised with senior leadership on strategic initiatives and managed projects of high business risk, size and complexity for all business functions including global implementations and using diverse technologies to mitigate risk to the firm.
Participated in the planning and managing of the implementation of Business and Technology Transformation, Amdocs 7.1, across all platforms (back end and front end). Responsible for all areas of Business Solution. Manage teams of 50 to 250 from Business, IT both onshore and offshore (250 resources),,retail stores, credit operations, revenue assurance, sales/marketing, customer care, NTSD, originations, servicing, finance, controls and treasury areas, including multiple vendors and multiple technical platforms (Desktop, NT, Unix, AS400, and Mainframe). Part of new PMO creation and implementation of procedures. Extensive vendor management. Experience managing onshore/offshore vendor development. Supported new infrastructure build through analysis, design, testing and implementation.
Migrated support activities to offshore to achieve operating targets, reduce staff complement in Canada.
Worked with multiple vendors (onshore and offshore) throughout program lifecycle.
SunLife –Toronto, Ontario June 2006-Dec. 2008 - AML/ATF – Program Director
Responsible to deliver a new Global Compliance Surveillance System to 5 Asian countries, Canada and the US. Its product models support trade surveillance, employee monitoring, control room, AML, etc. Includes new data feed development & implementation (approx. 60 interfaces), data transformation to a vendor provided data model. Area of responsibility included IT, vendor and business deliverables as they relate to project scheduling, budgets, resource and stakeholder management.
Under took Disaster Recovery, Business Continuity exercises and security penetration tests prior to implementation.
Delivered the $22 million dollar program on time and under budget.
CIBC Mortgages/Lending Inc.–Senior Project Manager Jan. 2005 – June 2006
Managed teams of 10 to 250 from business, IT, marketing, originations, servicing, finance, and treasury areas, including vendors and multiple technical platforms (Desktop, NT, Unix, AS400, and Mainframe). 15 projects implemented on time and on budget ($0.4 to $20 million). Part of new PMO creation, MS Project Enterprise pilot and implementation of procedures. Extensive vendor management. Experience managing offshore development.
Equitable Life –- Program Director - Business and Technology Transformation -Sept.2001 – Jan. 2005
Managed the end-to-end RFP response process to ensure all expectations, actions, and timelines are understood and met.
Managed delivery of, services of strategic enterprise applications and solutions and subsequent releases of client server and e-business solution to replace legacy systems (Group, Individual and Pensions). Implemented a suite of healthcare and insurance administration applicationsdesigned to simplify the administration of complex managed care and long-term insurance products.
Responsible for the Business transformation processes to accommodate the new technology. Managed the alignment of Business Operations across the enterprise. Provided strategic advice and supported an inter-territory advisory council made up of senior management and Business executives
Manulife Financial - Business & Technology Transformation - E-Business – Program Diretor April 2000 – August 2001
Recruited to upgrade and replace obsolete technologies with an enterprise applications/solution at this world-class financial organization with more than 4000 users in several locations. Hire, train, develop and lead a 15-person technical team and 20-person business team. Managed a $12 million capital budget and a $3 million operating budget. Development using Agile /waterfall methodology.Scope of position was expansive and included departmental direction and full design, installation, engineering, implementation, support, training, administration and management authority for: Lan/Wan Network Services, Applications Systems, Web/Internet Design & Operations, PC Desktop Systems, Unix Systems Administration and Database Administration.
Bell Mobility – Program Manager - April 1995 - April 2000
Y2K – Program Manager, SAP Implementation (FI, CO, HR) – - Program Manager & Billing Systems– Project Manager
Included IFRS reporting.
Program Manager Call Center: Responsible for the creation of a business development plan focused on the call center’s objectives, goals, financial information, milestones, and methods to measure progress. Responsible for the individual agent development plan were included as subsections. Needed to ensure: Engagement and collaboration of all key stakeholders, both internal and external to address the following components: Growth and scaling opportunities, Budgets for hiring, tech, operational costs, and professional development, financial goals, KPIs and milestones, Timelines and marketing objectives.
Professional Designations/Certifications/Training: Agile SCRUM Bootcamp training; Six-Sigma Training
2021 (SASM) SAFe® Advanced Scrum Master 5.1
2020 (CAL1) Certified Agile Leader 1, Scrum Alliance (Shift 314)
2017 (CSM) Certified Scrum Master, Scrum Alliance
2015 Scrum & Kanban Training - Berteig Consulting
2011 Advanced Project Management – Project Auditing – PMI certified course
2008 ITIL v3 Foundation - Information Technology Infrastructure Library Certification
1978 Bachelor of Administration & Commercial Studies combined with Economics & Computer Science
– York University
