Mark S. Koelle
Clinton,CT
Summary
Accomplished and business savvy professional with robust experience acquired over the years in delivering optimal results and business value in high-growth environments and establishing key relationships with business segments globally. Solution driven and result oriented professional with over 24 years of experience in planning projects, banking, investment products, annuity retirement plans, annuities, establishing project criteria, coordinating project reviews, and ensuring the proper implementation of project elements. Skilled in formulating project parameters and assigning responsibilities to the most capable employees and monitoring the project team. Perform quality control tasks on budgets, schedules, plans, personnel performance, and reporting on the project's status. Review the engineering tasks and initiate the necessary corrective actions. Create a framework to measure the project's metrics and data collection. Skilled in using Quantitative Risk Analysis to address where and when trade-offs must be made between uncertain costs, uncertain benefits and other risk factors. Identify the possible threats faced, estimate their likely impact, estimate the likelihood that these threats will materialize, and determine investment opportunity/priority. Utilize detailed information to determine Risk Analysis: Project Plans, Financial Data, Security Protocols, Market Forecasts along with other relevant information. Determine strategies for dealing with risk and future investment priorities: avoiding risk, sharing risk, accepting, and controlling risk as effectively as possible. Demonstrate understanding of budget, schedule creation and management.
Overview
20
20
years of professional experience
Work History
Program Planner, Facilities and Construction Project Owner contracted via Teksystems
Yale University
06.2024 - 07.2024
- Company Overview: Yale University is a private Ivy League research University
- Created Construction, Network, AV, Fiber, Telephony, Lab Renovation and New Building Project cost estimator tool for 4.5 billion project over five years
- Helped develop and supported all work intake, and Workflow models
- Coached and mentored junior project managers
- Managed a multi-project, multi-vendor integrated master program plan
- Set and enforce deadlines for project progress and deliverables
- Effectively communicated and built relationships with key stakeholders and technical teams
- Worked closely with the Universities Senior Estimator to create a Estimating tool for future costs and FTE needs
- Yale University is a private Ivy League research University
Director Project Manager contracted via Insight Global
Yale University
10.2022 - 08.2023
- Company Overview: Yale University is a private Ivy League research University
- Reduced the current project timeline from 24 months down to 11 months and saved over 1 million dollars on the project budget
- Supervised all personnel and activities related to audiovisual and IT-related installations, construction, financing, scheduling, and coordinating required resources
- Created high quality baseline schedules by providing a reliable plan, accurate reliable critical path, and information needed to deploy a successful project control process
- Worked with all layers of management in order to create project plans, manage timelines, work with outside vendors, key stakeholders in order to implement and manage large scale programs, ensuring perfect execution while staying within the desired budget
- Advocated for change and educated management and colleagues on the need for up-to-date information technology and equipment
- Analyzed IT infrastructure and systems performance to assess operation cost, productivity levels, upgrade requirements and other metric needs
- Created high level reports and status updates for middle and upper management as well as stakeholders
- E.g., Progress status report, Project health report, Team availability reports, Risk reports, Variance report, and Time tracking report utilizing Gant Charts in Excel, the creation of a one page high level dashboard report for senior executives, and Power Point decks utilized during stakeholder committee meetings
- Created and managed contracts for both inside vendors (AV installation team) and external vendors (External AV contractors and construction contractors)
- Provided oversight of quality of work during implementation as well as performing a compete analysis for performance (quality of work) against cost (budget restraints) and schedule
- Generated reports on system performance and IT metrics for management review
- Ensured compliance with regulatory requirements and industry standards relating to IT systems and data management
- Yale University is a private Ivy League research University
Program Manager / Project Manager contracted via Digital Intelligence Systems (DYSIS)
Microsoft Corporation
01.2022 - 10.2022
- Company Overview: Microsoft is a multinational technology corporation which produces computer software, consumer electronics, personal computers, and related services
- One major project completed will save Microsoft over 159 million dollars over four years
- Managed Microsoft’s AGC AirGap Cloud major programs within commercial and secure data centers – managed projects with a 12-month duration or more
- Analyzed complex business needs presented by the user community and recommend technical solutions
- Assisted with creation of forms, applications and reports in order to execute technological solutions and strategies, workflow changes, business process improvements and training development and delivery
- Created and maintained documentation, including system configurations, procedures and troubleshooting guides
- Ensured consistency and maintainability of new and existing applications by creating, maintaining, and enforcing standards/procedures
- Defined and lead opportunities for improvements and cost savings through better utilization and engagement of internal and external resources
- Used Quantitative Risk Analysis in helping Microsoft and their government clients (DoD, CIA, Homeland Security, and FBI) in determining risk factors that would negatively impact the business of top secret data warehouses throughout the country
- Directed the development and implementation of policies, regulations and programs that supported the coordination and growth of progressive, efficient and cost-effective information and telecommunication services
- Microsoft is a multinational technology corporation which produces computer software, consumer electronics, personal computers, and related services
Project Manager
Reinsurance Group of America – Tindell Associates Inc.
08.2021 - 11.2021
- Company Overview: Tindell Associates Inc
- Is a subsidiary of Reinsurance Group of America and is one of the largest providers of reinsurance services, custom software, and consulting services in the country
- Managed custom project portfolio of technical projects; oversaw completion of reinsurance program development
- Managed internal teams consisting of BAs, Cobol Programmers, .NET programmers, Software Architects, and QA professionals
- Worked with external and internal stakeholders to define project deliverables, estimate costs (created Schedule of Work – SOWs and PCR – Project Change Request), desired timeline, roadblocks, and resource management
- Supported acquisition programs from small groups of insurance policies to full insurance and annuity policies through the development of risk metrics, current value vs future value, creating Schedule of Work (SOW) this would include the agreed upon scope of work, total cost estimates, and any outside vendors utilized to facilitate and support an acquisition program
- Worked with most large Insurance Companies, Annuity Companies, and Banks to develop and deliver custom reinsurance risk management programs within the project schedule
- Worked with outside stakeholders, from Executive level to Project Managers, Programmers, and Project Sponsors
- Tracked project hours and invoicing clients on project work performed
- Tindell Associates Inc
- Is a subsidiary of Reinsurance Group of America and is one of the largest providers of reinsurance services, custom software, and consulting services in the country
Custom Project Manager
Bic Corporation
04.2021 - 08.2021
- Company Overview: Bic is an international manufacturing company of pens, highlighters, shavers, stationery products, and more
- Managed a multi-functional project team from the inception of a project through delivery
- Utilized JD Edwards Oracle software to manage international projects, logistics, projection, inventory, raw materials, project ship dates, etc
- Responsible for a portfolio of over fifty projects at any given time utilized JD Edwards dashboards for project planning and timelines
- Worked with internal and external stakeholders to ensure customer needs were met and all project team members updated their assigned tasks on the timeline
- Held project meetings on a weekly basis, updated and communicated any project changes and status updates
- Coordinated with teams in Greece, India, China, France, and Mexico to maximize the supply chain and manage the projects production timeline
- Bic is an international manufacturing company of pens, highlighters, shavers, stationery products, and more
Product Analyst II / Project Manager
Symetra Insurance Company
05.2019 - 09.2020
- Company Overview: Symetra is a United States-based family of companies providing retirement plans, employee benefits, annuities, and life insurance through independent distributors nationwide
- Lead team meetings, set expectations and agendas for the project team
- Managed resources to ensure schedule was adhered to
- Documented and translated customer business functions and processes
- Created project plans via MS Project, Workfront, and Excel
- Created and explained Pivot Tables and Gant Charts to stakeholders
- Collaborated with vendors on open invoices and helped reduce capital expenses
- Coordinated multiple internal and external stakeholders and contributors, prioritizing work to align with deadlines and goals
- Monitored teams to make sure goals and objectives were being kept within the decided timeline
- Defined project scope, identified key stakeholders, identified resource availability, identified important milestones, and ensured deliverables were completed on time and gave weekly project updates to upper management
- Built strong relationships with SMEs to disseminate timely and accurate information to the team while ensuring high compliance standards
- Ensured projects were completed on time, within budget, and with the highest consistent quality while ensuring that customer expectations aligned
- Symetra is a United States-based family of companies providing retirement plans, employee benefits, annuities, and life insurance through independent distributors nationwide
Project Manager - Banking Centre Manager
Citizens Bank NA
08.2014 - 01.2019
- Company Overview: Citizens Bank is a leading regional Banking and Investment company in the U.S
- Managed the daily operations and sales goals
- Participated in monitoring loan repayment activities and took necessary action to collect past due accounts (Commercial Lending)
- Transitioned the Westbrook team from a Teller and Banker model to a Universal Banking Model – Tasks included training current tellers to become additional sales professionals
- Coached and demonstrated the sales process in all sales functions with extensive use of Salesforce and a strong knowledge of SaaS models and business applications
- Ensured the Branch was successful and kept ahead of the P & L by exceeding our branch sales targets in investments, new relationships, expanding our current book, increasing the overall lending portfolio, and sourcing new businesses/capturing more wallet share while being top of the class in customer satisfaction
- Citizens Bank is a leading regional Banking and Investment company in the U.S
Project Manager - Banking Centre Manager (Managed 5 Branches)
JPMorgan Chase Bank
10.2004 - 04.2014
- Company Overview: JPMorgan Chase & Co
- Is an American multinational investment bank and financial services holding company headquartered in New York City
- Pioneered efforts across managing the entire gamut of functions about developing and cultivating long-term business and consumer relationships to ensure branch sales growth and customer retention
- Oversaw critical operational functions including loss control, compliance, customer retention, and audit standards, as well as supervised, coached, and developed a team of Tellers, Senior Tellers, and Lead Tellers regarding policies, procedures, products, systems, banking transactions
- Cash handling experience and quarterly teller, ATM, and Vault audits
- Demonstrated technical expertise, strong sales results in investments and fiduciary products, and strong people skills as well as provided exceptional service throughout the sales process
- Opened and managed a new build branch, asset growth of two million per month, managed P & L to increase profitability and minimize expenses, and extensive business to business prospecting (New Haven and Fairfield)
- Monitored loan repayment activities and took necessary action to collect past due accounts (Commercial Lending)
- JPMorgan Chase & Co
- Is an American multinational investment bank and financial services holding company headquartered in New York City
Education
B.S. Business Administration - Concentration: Finance
Salve Regina University
Skills
- Strategic Planning
- Project Management
- Risk Management
- P&L Analysis
- Change Management
- Agile Methodology
- SAP
- AWS
- Budgeting/Forecasting
- Process Improvement
- Analytical Skills
- Operations Planning
- Team Management
- Critical Thinking
- Time Management
- Client Relations
- Program Management
- AV Project Management
- Microsoft Dynamics
- Power BI
- Confluence
- Teams
- MS Project
Prioremployment
- Fleet National Bank, Investment Representative, 11/01/03, 08/31/04
- First Union National Bank, Financial Specialist, 02/01/02, 11/30/03
- American Express FA, Financial Advisor, 05/01/00, 02/28/02
Professional Development
Microsoft Office Suite, CRM, Sales Force, Agile, Waterfall, Fiserv, Microsoft Suite ERP, Experience (Sage, JDE, SAP), Internet, Smartsheet’s, Monday, Click up, Microsoft Dynamics 365, Series 7, Series 66, CT Insurance (Life and Health) - NOT CURRENT, Notary Republic
Timeline
Program Planner, Facilities and Construction Project Owner contracted via Teksystems
Yale University
06.2024 - 07.2024
Director Project Manager contracted via Insight Global
Yale University
10.2022 - 08.2023
Program Manager / Project Manager contracted via Digital Intelligence Systems (DYSIS)
Microsoft Corporation
01.2022 - 10.2022
Project Manager
Reinsurance Group of America – Tindell Associates Inc.
08.2021 - 11.2021
Custom Project Manager
Bic Corporation
04.2021 - 08.2021
Product Analyst II / Project Manager
Symetra Insurance Company
05.2019 - 09.2020
Project Manager - Banking Centre Manager
Citizens Bank NA
08.2014 - 01.2019
Project Manager - Banking Centre Manager (Managed 5 Branches)
JPMorgan Chase Bank
10.2004 - 04.2014
B.S. Business Administration - Concentration: Finance
Salve Regina University