Andrea Montano
North Brunswick,NJ
Summary
Dynamic Technical Project Manager with extensive experience at Bank of America, adept at driving complex IT projects to successful completion. Proficient in Agile methodologies and JIRA, I excel in stakeholder engagement and risk management, ensuring projects meet scope and budget while enhancing operational efficiency. Recognized for implementing innovative solutions that improve processes.
Overview
19
19
years of professional experience
Work History
Technical Project Manager / Project Manager (Enterprise)
Bank of America
Pennington, NJ
09.2022 - 09.2024
- Managed multiple real estate projects within the Hopewell / Pennington campus, prepared impact analysis against scope, identified / recommended process improvements schedules and adhered within project budget
- Vendor management collaborations – Avaya, Black Box, CBRE, Cisco, and Hewlett Packard
- Collaborated with internal and external bank partners (RMD, TDT, DMAC, PJM, CBRE, JLL) to successfully implement the approved project TBOD and build matrix to implement new technology in refreshed spaces
- Successfully built out campus new Security Command center, Tech Café for client support, and updated campus parking lots safety telephones
- Collaborated effectively with Application Owners, Project Managers, Infrastructure Subject Matter Experts, to install new servers, 34-inch monitors, headsets, printers, Thin Clients, and telephones in new / refresh spaces throughout the campus
- Command bridge support to assist users with new technology with the guidance of project engineers to support Day one and Day two for success project turnover
Technical Project Manager (Global Wealth Investment Management)
Bank of America
Pennington, NJ
09.2021 - 06.2022
- Technical Project Delivery in leading status meetings, conduct testing platforms with technical teams as well as Post-Implementation Reviews
- IT governance and project portfolio management for the GWIM and Merrill Lynch corporate offices
- Worked closely with the Change Manager to provide and review data evidence for review to include input in Remedy and CRQ for monthly scheduled releases
- Identified, tracked, and resolved project interdependencies, governance, and related execution issues/risks within the project portfolio management
- Actively engaged key stakeholders while tracking the course of project development
- Developed and managed work breakdown structure to assist in project timeline
- Reported on progress to senior management team of project to include milestones, resources, and financials
- Facilitated, track, and manage changes to scope and requirements through established change management process
- Ensured that all applicable Global Change Standards, Enterprise Procedures, and any FLY/CF Procedures are followed for the project and ensure that evidence meets Enterprise and line of business requirements
- Functioned as the primary point of contact and integration for the project, as well as being responsible for obtaining all required evidence from Technology Lead
Technical Delivery Manager / Project Manager (Global Bank Asset Management)
Bank of America
Pennington, NJ
11.2018 - 11.2020
- Managed multiple projects, prepared impact analysis against scope, identified / recommended process improvements schedules and adhered within project budget
- Provisioned servers via Cloud, decommissioned, and provided Network-attached storage / Serial Attached SCSI to Unix / Linux and Microsoft SQL Servers
- Collaborated with assigned engineer to complete installation of MS SQL servers/Azure to provisioned servers via Cloud
- Provided data to engineers to create provisioned server ansible playbook
- Collaborated effectively with Application Owners, Project Managers, Infrastructure Subject Matter Experts, and Application Subject Matter Experts
- Engaged appropriate resources to adhere strictly to enterprise standards to support project implementation as well as Go-Live migrations
- Lead project management for complex IT projects, including the ability to coordinate multiple teams in various locations and time zones
- Demonstrated extensive knowledge and expertise in the use of Project Management methodologies and tools to Comply with all PMO policies, standards, procedures, and processes
- Ensured that all changes were properly communicated to project stakeholders through WBS/ Project schedule, status reporting, meeting minutes and overall understanding of the project deliverable
Project Manager
BNP Paribas
Jersey City, NJ
06.2018 - 09.2018
- Windows 10 migration focused on corporate users, which includes managing and acting as a liaison between several businesses and vendors
- Collaborated with engineer team and end users to certify applications for compatibility with Windows 10, along with scheduling applications remediation testing on VDI
- Managed project risk through comprehensive mitigation assessment, planning and reporting techniques
- Establish scope control procedures
- Develop documentation, monitor, and report project status; assess the effectiveness and accuracy of documentation
- Initiated and maintained reporting relationships with project stakeholders including team members, peers, managers, and customers
- IT governance and project portfolio management for the WorkSpace 2020 Program in coordination for upgrades for Skype 2016, Outlook 2016, Black Berry Works, Cloud Server upgrade and Hardware refresh
IT Project Manager (Global Wealth Investment Management)
Bank of America
Pennington, NJ
08.2015 - 08.2017
- Directed, planned and implementations and coordinate technology portion of installations, expansions, relocations, and decommissionings of Bank of America/Merrill Lynch branch offices
- Windows 10 migration focused on corporate users, which includes managing and acting as a liaison between several businesses and vendors
- Participated in the development and implementation of assigned project(s)
- Manage project risk through comprehensive mitigation assessment, planning and reporting techniques
- Establish basic scope control procedures
- Develop documentation, monitor, and report project status; assess the effectiveness and accuracy of documentation
- Initiate and maintain reporting relationships with project stakeholders including team members, peers, managers, customers, vendors (AT&T, AVI, Black Box, Cisco, DMG, HP, JII, SHI, Verizon, and Xerox) and other departments to coordinate efforts across multiple business platforms to ensure continuous efficient management of projects; gather input and feedback
- Server upgrades, VOIP upgrades, and network closet builds partnered with Cisco engineer team to implement and deploy projects
- Prepared weekly reports using V-Lookup, Pivot tables in PowerPoint presentations to report projects status
- Identified project risk, disaster recovery as well as work the Change Request Review Team to eliminate obstacles to solution plans, business goals or implementation
- Prepared project budgets to allocate technology assets funding to stay in compliance with finance and SOW
- New construction planning / office buildouts from implementation to completion
- Security installation with Tyco Securities team to install card readers and security access systems for existing and new construction
- WAPs installation for renovations to improve wireless security and network access
- Bia Amp installation for Audio Visual, telepresence installation for conference rooms upgrades
- Coordinated and monitored the pricing and technical performance of ongoing projects ensuring adherence to master plans and schedules, whilst developing process improvement solutions
- Coordinated technical and engineering staff for deployments, migrations, collaborated with general contractors to ensure safety, quality control and punchlist items for construction buildouts
- Functioned as an advisor to onsite technical teams regarding projects, tasks, and operations
- Knowledge of systems used by the Merrill Lynch Global Wealth Investment Management division to fund, manage and engage resources for the timely execution of multifaceted projects
Digital Marketing Project Coordinator (Corporate Communications and Marketing)
Ansell Healthcare
Iselin, NJ
03.2015 - 06.2015
- Digital marketing support across all global business practices to assist with development, marketing materials, promotions, email campaigns and other digital and social media initiatives for services across all digital and non-digital channels
- Mobile app and website testing, QC, manage SharePoint collaborations, and report tickets in JIRA and Assembla
- Worked with the E-commerce team to design and develop apps for new products
- Managed product data for Ansell.com website in the PIM (Product Information Management) which was used to populate Ansell.com, as well as a source for various mobile apps and PDF creation
- Interfaced with multiple project teams and workgroups to ensure all inclusive testing of processes, procedures, and operations
- Worked closely with the development team and documentation team to ensure the effectiveness and quality of the components and systems developed as well as the content is meaningful and correct
Project Manager
Johnson & Johnson
Piscataway, NJ
02.2014 - 01.2015
- Windows 7 migration focused on corporate division users, which includes managing and acting as a liaison between several businesses within Health Care Systems
- Implementation for Contact Call / Distribution centers to ensure that VOIP equipment is working properly with Windows 7
- Implementation and coordination of electronic laboratory notebook (ELN) technology to ensure that Windows 7 work properly with external vendor’s software
- Mitigate and compile survey data to provide IT disciplines with appropriate business requirements
- Established strong relationship with senior management to analyze and problem solve operational issues
- Collaborate closely with clients to clarify requirements and expectations and build trusting relationships
- Monitored and tracked project milestones, schedule and deliverables and facilitated meetings to ensure that the project achieves its deliverables
- Coordination of Data Migration, planning and execution skills
- Prepared and managed client ready communication which was stored on SharePoint for distribution and weekly status meetings
- Prepared weekly reports using V-Lookup, Pivot tables in PowerPoint presentations to report projects status
- Confer with project personnel to identify risk and perform risk assessments to develop response strategies
- Contributed to continual process improvement through the creation of trouble logs and lessons learned documents and training guides for project team
- Reviewed and certified applications for compatibility with Windows 7, along with scheduling and mediating
- Documented post-cutover issues impacting any new hardware/software systems to streamline planning, testing, and validation for any future implementation processes
- Partnered with various IT groups, vendors, and local department contacts to successfully implement new system rollouts to standardize business technology across multiple locations and their remote offices
- Mediation and conflict resolution skills, Process Improvement/Transformation
- CMOD migration “The IBM Content Manager OnDemand” database conversion from InfoWeb Systems, Inc
- Reporting system
- Worked with the E-commerce team to design and develop internet apps for new or sponsored J & J products
- Assists with User Acceptance Testing and coordinate test case information to support UAT as well as document issues to ensure issue resolution
Project Manager
Wells Fargo & Company
North Brunswick, NJ
06.2013 - 12.2013
- Windows 7 migration focused on corporate division users, which included managing and acting as a liaison between several LOBs
- Managed projects involving PeopleSoft and Hyperion machines as well as Virtual Machines for Offshore / International employees
- Implemented Contact / Call centers to ensure that VOIP equipment is working properly with Windows 7
- Coordination of Data Migration, planning and execution skills
- Prepared and manage client ready communication which was stored on SharePoint for distribution and weekly status meetings
- Mitigated and compiled survey data to provide IT disciplines with appropriate branch requirements
- Established strong relationship with senior management to analyze and problem solve operational issues
- Work closely with clients to clarify requirements and expectations and build trusting relationships
- Collaborated with the development of companywide communications to introduce new products, programs, and training modules to provide a user-friendly environment
- Monitor and track project milestones, schedule and deliverables and facilitated meetings to ensure that the project achieves its deliverables using Agile Methodology
- Prepared project budgets to allocate technology assets funding to stay in compliance with finance and SOW
- Conferred with project personnel to identify risk and perform risk assessments to develop response strategies
- Contributed to continual process improvement through the creation of trouble logs and lessons learned documents and training guides for project team
- Reviewed and certified applications for compatibility with Windows 7, along with scheduling and mediating
- Documented post-cutover issues impacting any new hardware/software systems to streamline planning, testing, and validation for any future implementation processes
- Liaison with various IT groups, vendors, and local branch contacts to successfully implement new system rollouts to standardize business technology across hundreds of branch locations and their satellite offices
- Mediation and conflict resolution skills, Process Improvement/Transformation
- Managed Go-Live, closeout, and transition to support projects
- Worked closely with the (SDM) Service Delivery Managers to resolve branch issues to support migration initiatives
Project Manager
McGraw Hill Companies
Princeton, NJ
04.2012 - 04.2013
- Primary role as P.M
- For a Windows 7 migration focused on corporate division users, which includes managing and acting as a liaison between LOB at 35+ sites for 10,000 computers
- Managed communications and relationships with the senior leadership in the region and managing both the client expectations vs
- The SOW via task tracking and issue management
- Prevent scope creep
- Collaborated closely with the in-house technical teams, IT Security Team, legal and management to ensure that all the system requirements and management concerns are captured and met during the engagement
- Prepared and manage client ready communication which was stored on SharePoint for distribution and weekly status meetings
- Reviewed and certified applications for compatibility with Windows 7, along with scheduling and mediating
Infrastructure Project Manager
Morgan Stanley Smith Barney
New York, NY
06.2010 - 04.2012
- Integrated Windows 7 Platform and Microsoft 2010 (Microsoft Cloud) - Implementing Virtual Desktops companywide to standardize one platform across the entire company
- Coordinated Data Migration from Citigroup platform to the new Integrated Window platform to Morgan Stanley Smith Barney
- Prepared project budgets to allocate technology assets funding to stay in compliance with finance and SOW
- Worked closely with the (SDM) Service Delivery Managers to resolve branch issues to support migration initiatives
- Mitigated and compiled survey data to provide IT disciplines with appropriate branch requirements
- Established strong relationship with senior management to analyze and problem solve operational issues
- Collaborated closely with clients to clarify requirements and expectations and build trusting relationships
- Collaborated with the development of companywide communications to introduce new products, programs, and training modules to provide a user-friendly environment
- Maintained data on project database to update status and manage milestones between various projects, which include but not limited to upgrades involving Workstations, Reuters/Thomson One, Hoot Squawk Boxes, MPLS Network and Voice Infrastructure
- Managed vendors in equipment room build out which included circuits, racks, power, cabling, and grounding from desk jack to equipment room, network and PBX install, and test and turn-up
- Managed project activities for the implementation of multiple assigned Morgan Stanley Smith Barney locations, managing circuit and infrastructure provisioning projects, maximizing profitability of telecom service operations, provide DS3 upgrade for branches, as well as deployed Citrix XenApp on VMware
- (Other projects included - Hughes Satellite Deployment, Desktop Refresh Deployment, and Blackberry / Email Migration
- Coordinated Local Exchange Carrier (LEC) and Long-Distance carriers (LDC) to implement customer deadlines on new installs, hub moves, and outside moves
- Documented post-cutover issues impacting any new hardware/software systems in effort to streamline planning, testing, and validation for any future implementation processes
- Consulted with various IT groups, vendors, and local branch contacts to successfully implement new system rollouts to standardize business technology across hundreds of branch locations and their satellite offices
- Provided logistical support for on-site/off-site resources involving any hardware/software rollouts for branches
- On site vendor management and remote management for the First Day of Business Support following the implementation of new hardware/software systems to branch senior management to resolve any issues impacting users which include but not limited to consulting and training customers
- Adhered to SDLC and SOX compliance, End User Testing and Vendor Management
- Established and executed project communication plans in support of project initiative
- Monitor and track project milestones and deliverables including schedule and facilitate meetings
- Strong communicator with exceptional skills in presentations, analytical and problem-solving skills
- Dedicated self-motivated achiever who is committed to success and adept at juggling multiple tasks and adjust priorities based on workload, management directives and customer requirements
Project Manager / Consultant
Project Manager / Consultant SERVICES
Princeton, NJ
01.2009 - 06.2010
- Novo Nordisk (Project Coordinator) 1/09 – 3/10 - Managed projects for Field Sales Associate - Scheduled clinical trials and coordinated the development of clinical products, stayed within the required budget, ensured that these guidelines were being met by the department’s planned timeline and company’s guideline
- Wilmington Trust (Project Manager) 3/10 – 6/10 - Project Management and conducting research online for tax questions; coordinate and collate materials for tax return preparation
- Worked closely with the Regional Managing Director on tax planning, tax return preparation, and financial and investment accounting for clients
Human Resources Assistant Project Manager – Analyst and Associate Program Management Office (PMO Office)
JPMorgan Chase Bank
New York, NY
11.2005 - 11.2008
- Project manager for program managers and recruiters for ad hoc projects and special events
- Captured project requests and ensuring each request has sufficient information to assess the project
- Managed and audited up-to-date repository of projects underway and requests pending review
- Forecasting of resource capacity plans to help understand resource availability for projects
- Tracked Laptop and desktop distribution for PMO office and ensured software connection for new employees
- Worked with program managers on Full Time and Summer programs, including coordinating logistics for orientation and training
- Coordinated travel logistics for candidates for Full Time and Summer Programs to interview with the program
- Coordinated on-campus and in-house recruiting events and interviews for the Northeast Region
- Point of contact for all entry-level candidates in relation to new hire process, orientation, and managed all Human Resources related issues
- Developed corporate events sponsored by the Program Management Office
- On board new employees joining the firm assigned under the Analyst and Associates Program Office
- Negotiated vendor contracts and pricing for hotels, restaurants, and other event venues
- Processed invoices and Travel and Expenses as well as function as a liaison between vendors and accounts payable
Education
Bachelor of Science - Business Management
Norfolk State University
Norfolk, VACertificate - Project Management, Six Sigma
AV Tech Institute of Technology
Plainfield, NJSkills
- Agile
- Active Directory
- Ariba
- Assembla
- Clarity
- CTMS (Client Tracking Management System)
- Concur
- JIRA
- Microsoft Office Suite (Word, MS Project, Access, Excel, FrontPage, Outlook, PowerPoint, SharePoint, Visio)
- Maximo
- PeopleSoft Queries
- Knowledge of Oracle Database
- ProSystem fx Global
- ProSystem fx Practice
- Remedy
- Sales Force
- SAP
- SDLC (Software Development Life Cycle)
- SCCM (System Center Configuration Manager) Reporting
- Unix / Linux
- Waterfall
Affiliations
Project Management Institute, Member
Timeline
Technical Project Manager / Project Manager (Enterprise)
Bank of America
09.2022 - 09.2024
Technical Project Manager (Global Wealth Investment Management)
Bank of America
09.2021 - 06.2022
Technical Delivery Manager / Project Manager (Global Bank Asset Management)
Bank of America
11.2018 - 11.2020
Project Manager
BNP Paribas
06.2018 - 09.2018
IT Project Manager (Global Wealth Investment Management)
Bank of America
08.2015 - 08.2017
Digital Marketing Project Coordinator (Corporate Communications and Marketing)
Ansell Healthcare
03.2015 - 06.2015
Project Manager
Johnson & Johnson
02.2014 - 01.2015
Project Manager
Wells Fargo & Company
06.2013 - 12.2013
Project Manager
McGraw Hill Companies
04.2012 - 04.2013
Infrastructure Project Manager
Morgan Stanley Smith Barney
06.2010 - 04.2012
Project Manager / Consultant
Project Manager / Consultant SERVICES
01.2009 - 06.2010
Human Resources Assistant Project Manager – Analyst and Associate Program Management Office (PMO Office)
JPMorgan Chase Bank
11.2005 - 11.2008
Bachelor of Science - Business Management
Norfolk State University
Certificate - Project Management, Six Sigma
AV Tech Institute of Technology
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