Wholesale Internet Solutions | e-commerce 
Portal Manager | Project Manager  Single Sign-On (SSO) Project
 

Strategic E-Commerce initiative to link vertical business portals for the purpose of cross-selling financial products and services.   Delivered a Single Sign-On authorization process of the Wholesale Banking portal (Commercial Electronic Office -CEO) with the Private Banking (Private Client Services) and Retail Banking (www.wellsfargo.com) portals.   Coordinated design, development, and implementation.  Directed 5 Project teams including requirements, web design and development, information security design and development, and testing.  Coordinated implementation with legal and compliance, marketing, sales and enrollment, and three customer support channels.  Project Team : 45 | Budget $2.8 MM   

Security Pacific National Bank | Merger Integration 
Trust Operations/Data Security
Senior Project Manager

As a result of the merger with Security Pacific National Bank, the client assumed the Trust Services division.  Client experienced significant security breaches and was losing $28K p/week.   Managed a project team of 25 system and operational professionals responsible for planning, designing, and implementing system information security and system access security for Trust Operations.   Delivered system security in compliance with IT and Security standards within 8 month time line and within $3.5 MM budget.

Project Manager | Brokerage System Integration

Business/System re-engineering

Prepared systems review of back-office transaction processing operations. Recommended improvements for system integration, policies and procedures, and system maintenance. 

Enterprise Governance, IT Standards

Client had no enterprise technology standards in place resulting in great variances between departments, causing significant operational inefficiencies as one system, or one PC could not talk to another.  Developed and institutionalized the Enterprise policy and decision processes for internal technology hardware/software standardization.  Developed the new technology request process - including required technology benchmarks and financial/ROI justification.  Developed the  exception critera and request process.  Formulated formal standards setting governance methodology, and established the VISA Technology Standards Board

Client was transitioning from a Legacy based IT environment to a Client/Server based environment.  The polices and procedures in place regarding Legacy system Application Development,  did not translate well in the new C/S environment.  Developed and implemented policies and methodology for Quality Assurance, User Acceptance, Application Certification, Operational Readiness, and Deployment for a new Program Management Office.

Governance Specialist | IT/PMO governance

PMO Startup

Barclays Global Investments had installed a new SDLC methodology and retained me to test the validity of the methodology and make any recommendations for improvement. 

The client had an urgent need to upgrade their Institutional Money Management website with real time client account information, including balances/positions, recent  transactions, reporting, and historic transactions.  The update of the BGIcash.com site was used as a pilot for testing the SDLC methodology.  Managed a cross functional project that designed, developed, tested, and deployed www.BGICash.com providing 200 Institutional and Government clients with on-line access to $10 Billion of annual transactions   The SDLC methodology did not address or provide guidance for User Acceptance Testing, Change Control, Metrics Reporting, and Technical Deployment.  Prepared recommendations regardigned Change Control and Mertrics Reporting.  Designed and delivered the institution's first User Acceptance Testing policies, and Deployment Runbook .  Budget: $1.2 MM, Staff 20.  Technical challenges.  Integration Legacy - Client Server through Gallego XML.  Complex conversion of Third Party managed Legacy customer database - to real time customer account information
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