Estate Servicing Operations Engagement Program Manager at Bank of America (2024-03 – 2026-06)
Led enterprise financial and operational programs, ensuring strategic alignment, regulatory compliance, and effective governance through executive reporting, KPI management, and portfolio oversight.
- Directed planning and execution of enterprise programs supporting 10,000+ annual estate cases.
- Oversaw governance and executive reporting for eight strategic portfolios.
- Developed a risk management framework that improved project stability and reduced redundant governance meetings by 75%.
- Streamlined workflows and eliminated process bottlenecks, increasing productivity across a team of 10 project managers.
Risk Analysis Specialist II at Bank of America (2018-05 – 2024-02)
Partnered with enterprise leaders to drive strategic change initiatives, enterprise software implementation, and organizational transformation. Built cross-functional partnerships to strengthen governance, streamline delivery, and improve operational performance.
- Led weekly governance meetings with 30 workstream leaders, providing executive updates through the CIO reporting process.
- Directed strategic planning and governance for the 2019 Metric Reporting and Change Management initiative, overseeing 2,000+ business processes.
- Oversaw the automation of 500+ manual processes, improving operational efficiency and standardization.
- Developed program governance framework and integrated delivery plans supporting 50 enterprise deployments.
Agile Scrum Master at NTT Data Consultants (Bank of America) (2015-12 – 2018-05)
- Coordinated and directed activities of team members to ensure timely Agile project delivery within prescribed budget constraints.
- Facilitated the planning process to determine timeframes, funding constraints and allocation of available resources to projects.
- Served as Agile Champion for two teams: 1) Credit Risk Platform - supported the Retail View and Alpide enhancements, and 2) the Andes Team - supported the delivery of robust Capital Calculator tools.
- Provided guidance on workflow processes and the adoption of Lean Agile methodology for three project teams.
- Oversaw the merger of two divergent Scrum teams with different approaches to Agile methodology. The resulting team became the model for Agile deployment within the Credit Risk Platform and Andes space.
Project Manager / Agile Scrum Master at TEKsystems Consulting (TIAA-CREF Financial Services) (2015-04 – 2015-12)
- Served as Project Manager and Agile Scrum Master for the enterprise deployment of the Retirement Income Planner (RIP) application within Investment Products & Advice Technical Services.
- Successfully delivered three major releases in nine months, generating $1.5 million in business value through modernization, regulatory compliance, and enhanced retirement planning capabilities.
- Led migration of the RIP application from Flex/Flash to HTML5 (ATOM) and transitioned the platform to a scalable enterprise architecture, improving performance, accessibility, and user experience.
- Delivered regulatory enhancements that eliminated legacy Green Sheet/White Sheet processing while expanding retirement illustration, withdrawal, reporting, and IRS calculation capabilities for advisors and participants.
Senior Technical Project Manager at Bank of America (2010-01 – 2015-03)
Led enterprise technology initiatives within the Wealth Management Division, managing cross-functional teams through complex implementations, system upgrades, and business transformation efforts. Directed project scope, budgets, timelines, risk management, and executive stakeholder communications to deliver strategic business objectives.
- Managed a $2 million, 14-month enterprise program that standardized technology, tools, and processes for GBAM/GWIM event management, improving data consistency and operational efficiency and improving ROI.
- Directed a $1.5 million analytics initiative that created a centralized event data repository, enabling measurement of marketing effectiveness and optimization of a $30+ million annual conference and event investment and consolidating five disparate databases.
