Summary
Overview
Work History
Education
Skills and Expertise
Timeline
Generic

Ann Mulholland

Palatine,IL

Summary

Accomplished Program Manager with progressive industry background and decisive leadership style. Offers strategic planning abilities, innovative solutions, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.

Overview

Leader with a successful track record in the following areas:

  • End to end management of complex business critical, strategic projects and programs.
  • Leverages strong business acumen to understand the value proposition and manage risks.
  • Applies broad experience and insights across a range of business functions, technologies, and platforms.
  • Ability to develop high performing teams and able to create collaborative relationships with colleagues, clients, and vendors.

Work History

Chief Administrative Officer

Digital Investment
03.2021 - Current
  • Partnered with the NTAM COO to restructure and turnaround through development of new leadership team.
  • Leveraged data, developed measurement tools, dashboards and reports to track key performance indicators (KPI) to support progress on objectives and key results (OKR).
  • Member of the leadership team and responsibilities include Administration, Client Success team as well as the PMO.
  • Guided staff and provided opportunities for growth by encouraging creativity and ownership. Seven direct reports.
  • Partnered with Head of Investment Solutions and other product areas to introduce 40 new investment solutions on platform with the goal to gain assets under management (AUM) and revenue while providing innovative investment advice via a digital platform.
  • Enhanced the client on-boarding and client success work processes leveraging Salesforce.
  • Stood up PMO supporting Agile and well as hybrid methodologies to improve the delivery of new features from the initial idea through delivery to end clients.
  • Managed capital budget of $6.5M annually and helped direct priorities for 5 scrum teams.

Senior Project / Program Manager

NORTHERN TRUST ASSET MANAGEMENT
CHICAGO, IL
10.2015 - 02.2021
  • Responsible for bringing project successfully from cradle to grave
  • Engaged and worked alongside cross-functional stakeholders to manage strategic initiatives.
  • Collaborated with business leadership to set priorities based on business needs, resource capacity and risk exposure.
  • Projects include a wide range of initiatives from key regulatory programs (Money Market Reform, Volcker, etc.) to strategic focused efforts (Acquisitions, Liquidity Program, etc.).
  • Collaboration across many disciplines including compliance, legal and management to design an operating model that allowed us to run and operate the new business with excellence.
  • Typical program managed was $4M to $5M annually.
  • Following successful Money Market Reform initiative, led the program to grow the Liquidity business through digitalization and key industry integrations to establish an open architecture solution. We exceed the 2-year AUM and revenue goals within the first year.
  • Designed an innovative solution and led implementation to allow funds to extend business hours bringing a unique, competitive advantage that lead to further growth in revenue and AUM.
  • Converted Liquidity Program team from waterfall to agile and served a Product Owner delegate to help forward the product strategy.
  • Established KPIs and harvested JIRA data to understand velocity of the team and improve planning.
  • During the 2020 Pandemic financial crisis coordinated a team of liquidity experts to meet the changing needs of the product including changing the fund line up.
  • Recognized twice as a winner of the Chairman’s Quality award.
  • A key leader in Philanthropy initiatives including serving on the United Way Committee.
  • Promoted from Vice President to Senior Vice President in 2018.

Owner, Lead Consultant

ARTBRAY SERVICES LLC
CHICAGO, IL
04.2014 - 10.2015
  • Assisted clients in fully integrating company solutions into current business environments, providing input on best practices and recommendations for maximizing utility of company solutions.
  • Managed Client Reporting Initiatives for Northern Trust Asset Management as well as several other projects and programs.
  • Source systems include Eagle, Aladdin, Charles River, Swift messaging, and Transfer Agencies (Multifonds and AATA).
  • Program included automating offshore fact sheets which reduced ~5 days off of time to produce
  • Assisted ADM in managing a large AS400 replacement project.
  • This effort included developing reusable project artifacts (e.g., test plans, project templates, etc.) for future platform changes including annual upgrades of software.

Senior Vice President

JEFFERIES BACHE
CHICAGO, IL
10.2011 - 03.2014
  • Leadership role was responsible for establishing the program office and executing the global program that moved the Bache business from proprietary developed mainframe applications owned by Prudential to new strategic solutions
  • This $13M program touched over twenty applications and was executed with no adverse impact to Operations.

Chief Information Officer

PENSON FUTURES
CHICAGO, IL
04.2010 - 09.2011
  • Responsible for leadership and designing the strategy for Information Technology in addition to managing all technology staff and related vendor relationships
  • Stood up first client portal and facilitated SOCR audit
  • Reported to the CEO and was a member of the Executive Management team.
  • Configured and implemented IT initiatives to produce measurable business value.
  • Developed and led technology initiatives for long-term strategic plans and solutions.
  • Determined best methods for IT to support key business objectives.
  • Supervised multi-functional teams of technology professionals, coders and support experts.
  • Assessed business requirements to forecast annual budgetary operational costs.

Executive Director

JP MORGAN FUTURES, INC
CHICAGO, IL
01.2007 - 03.2010
  • Held a key leadership role included designing a program to build-out the global commodity product line in the Futures and Options business. Reported to the Managing Director of the Americas.
  • The responsibilities included establishing work processes to quickly on board and service operationally complex, institutional clients.
  • Each client implementation may result in 6 – 12 work streams to add new functionality or expand existing services and multiple clients were serviced at one time.
  • Client Relationship Manager for largest Client ($20M annually). Ran the services for the facility management clients ($6M annually).
  • Directed technological improvements, reducing waste and business bottlenecks.
  • Shaped solutions and approaches by leveraging trends in customer marketplaces and industries.
  • Promoted from Vice President to Executive Director after 2 successful years of contributions.

Vice President, Strategic Solutions

CARGILL INVESTOR SERVICES
CHICAGO, IL
05.1993 - 12.2005
  • Services (CIS), a wholly owned financial services group of Cargill, Inc., was an independent provider of services and access to 80 + futures and options exchanges globally, multiple foreign exchange and over the counter products. CIS was sold in 2005.
  • Held roles of increasing responsibility in the Business and Technology job families, which included functional line management and project management.
  • Led and managed business continuity and disaster recovery process leveraged during the September 11th crisis.
  • Team sizes ranged from 5 to 125+ employees and consultants depending on the responsibilities.
  • Role at the time of the sale reported to the Chief Executive Officer of CIS and was responsible for the Enterprise Program Management Office as well as the strategic initiatives.
  • Led Cargill’s Innovation award program in 2004.
  • Recipient of the innovation award five times.

Education

M.B.A - Information Management

Illinois Institute of Technology

B.S - Finance

Northern Illinois University

Skills and Expertise

  • Successful track record of delivering global, strategic initiatives using SDLC, Agile and Hybrid methodologies.
  • Proficient with collaboration tools including Atlassian Jira and Confluence, and Microsoft Office applications.
  • Experience with project management tools including Teams / SharePoint, MS Project, and Clarity.
  • Strong business analysis and project management skills.
  • Strong understanding of Software as Services (SAAS) from a client and provider perspective.

Timeline

Chief Administrative Officer

Digital Investment
03.2021 - Current

Senior Project / Program Manager

NORTHERN TRUST ASSET MANAGEMENT
10.2015 - 02.2021

Owner, Lead Consultant

ARTBRAY SERVICES LLC
04.2014 - 10.2015

Senior Vice President

JEFFERIES BACHE
10.2011 - 03.2014

Chief Information Officer

PENSON FUTURES
04.2010 - 09.2011

Executive Director

JP MORGAN FUTURES, INC
01.2007 - 03.2010

Vice President, Strategic Solutions

CARGILL INVESTOR SERVICES
05.1993 - 12.2005

M.B.A - Information Management

Illinois Institute of Technology

B.S - Finance

Northern Illinois University

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