Results Based Director with over 13 years’ experience in Financial Services and Program and Project Management. Seeking opportunities for employment in Program/Project Management or related roles. Demonstrated success in leading cross-functional teams to deliver complex initiatives on time and within budget. Proven expertise in managing multi-million-dollar global portfolios, achieving strategic objectives and delivering compliant solutions. Results-based, team player, happy to roll up sleeves to help get the job done right.
Overview
13
13
years of professional experience
4
4
years of post-secondary education
Work History
Director, Scrum Lead
BNY Global Collateral Platform
Remote
09.2024 - 08.2025
Scrum Lead for Global Collateral Platform Central Clearing Mandate group, consisting of three (3) Scrum Teams and over twenty (20) globally distributed team members.
Key objectives were to implement solutions for clients to comply with upcoming Central Clearing Mandate in collaboration with the sole Central Counterparty within the US market and potential new entrants and increase fee revenue within the Collateral Management Platform.
Completed intensive internal Scrum Lead training, leading Central Clearing Group to early adoption of Enterprise-wide Platform Operating Model Transformation, coached team on Agile delivery and best practices, fostering self-organization and accountability.
Facilitated agile ceremonies (daily stand-up meetings, sprint planning sessions, retrospectives, etc.) to ensure effective implementation of agile practices, collaboration amongst globally distributed teams (USA, UK, India), effective communication and productivity.
Collaborated with Product teams to establish initial group level OKRs (Objectives and Key Results), Initiatives and scrum team level, Roadmaps, Epics, and backlogs to be managed at the executive and ground level teams.
Wrote and coached team on effective user story creation & backlog maintenance/refinement, leading to efficient development lifecycles throughout sprints and Program Increments.
Identified potential risks and impediments and worked proactively to mitigate them.
Managed project timelines by creating and maintaining release plans, sprint schedules and burn down charts.
Increased release efficiency by 300%, moving from quarterly releases to monthly releases.
Promoted continuous improvement through regular process reviews and retrospectives, implementing changes to optimize team performance.
Ensured project transparency, collaboration and efficiency through effective use of tools such as JIRA, TPRO, MIRO, etc. attaining 95% average group velocity.
Director, Program Project Management
BNY Clearance and Collateral Management
New York
04.2023 - 09.2024
Managed complex $10MM portfolio of strategic programs, driving the development, launch and client onboarding of BNY’s inaugural Joint Collateral Optimization service with two leading global FinTech’s and AI based US Treasury Digital & Analytics services.
Program priorities included the launch and client onboarding of ECPOConnect joint service and proprietary AI/Data driven Repo Spread Indicator and US Treasury Fails Prediction Service, targeting substantial growth of new long-term incremental revenue and preservation of top tier (AKA “Platinum”) client relationships and existing revenue streams.
Led global team of project managers, supporting a portfolio of diverse projects and programs.
Accountable for overall portfolio of projects and programs and team’s performance management associated.
Held regular team meetings, weekly individual 1-1 sessions, and various performance related sessions to support, coach/develop and help navigate challenges as necessary.
Supported annual financial planning for overall $40MM business portfolio, managing stakeholders to prioritize business level/overall key objectives, results and programs.
Identified trade-offs and facilitated negotiations leading to budget securement and appropriate resource allocation across portfolio.
Developed and maintained high level roadmaps and detailed project plans with associated milestones, resource estimates/assignments, and dependencies.
Coordinated with Legal, Product, Sales, Relationship Management, Vendor SMEs, Compliance and Third-Party Governance to develop new collaboration agreements and client contracts prior to product launch.
Coordinated change management activities associated with New Product, Vendor/Third Party, Policy/Procedure Onboarding and Governance.
Prepared and presented internal program status updates to internal C-Level executives regularly, maintaining proactive risk management and stakeholder communication throughout the program lifecycle.
Prepared and held joint monthly governance meetings with Program Sponsors and Leadership Team (Relationship Mgt, Sales, CEO, etc.), reporting joint status updates, sales/marketing plans and escalating issues for resolution.
Utilized program/project management software/tools (e.g., Microsoft Project, JIRA, PPM, etc.) regularly to achieve organization, track key metrics related to program success criteria (Financials, ROI, etc.) and adhere to enterprise P&Ps.
Led continuous process improvements and program retrospectives/lessons-learned, gathering feedback from stakeholders and utilizing metrics to identity opportunities for improvement and best practices.
Participated in mentoring program, mentoring group of employees outside of department seeking professional development.
Principal & Vice President III, Business Program and Project Management
BNYM Clearance and Collateral Management
New York
04.2017 - 04.2023
Responsible for a diverse portfolio of programs and projects, including several large-scale strategic and mandatory initiatives.
Top priorities included Regulatory mandated Resiliency Initiatives (implementation and onboarding of 150+ clients to new (third) datacenter), Contract Lifecycle Management (Self-Identified Regulatory MRA) program and Clearance and Asset Servicing System client system migration (30 Clients, $50M annual revenue, proprietary business application).
Managed team of Project Managers distributed across Eastern US, overseeing a variety of discretional and non-discretional initiatives.
Responsible for recruitment/selection of new candidates interviews and onboarding, overall employee Performance Management Processes (e.g. employee goal development, mid and year-end performance reviews and ratings) and offboarding, as required.
Utilized Iterative and Waterfall methodologies for project execution, maintaining stakeholder alignment and proactively managing risks.
Collaborated with stakeholders to define project scope, objectives, and key outcomes/benefits while managing expectations throughout the project lifecycle.
Monitored and Reported program/project progress regularly through various status meetings and reports, identifying potential risks or issues proactively.
Acted as primary point of contact for audit inquiries and regulatory communication, ensuring compliance and stakeholder engagement.
Drafted and vetted client communications appropriately through business, marketing, compliance and legal stakeholders to ensure clients were notified appropriately in advance of upcoming external impacting changes.
Facilitated Third-Party/vendor outsourcing evaluations, reviews and contract negotiation for new software/services required for project implementation.
Utilized project management software/tools/documentation to track & manage initiative progress, assign tasks, and monitor resource allocation.
Vice President II, Business Project Management
Bank of New York Mellon (BNYM) Broker Dealer Services
Jersey City
09.2015 - 04.2017
Managed primarily Non-Discretional (Regulatory/Compliance/Internal Mandates/Risk) initiatives, including Asset Safety and compliance related initiatives.
Developed comprehensive project plans and project documentation (Project Charter, Business Requirements, Functional Requirements, Change Requests, Project Status, Test plans/Strategy, etc.), outlining scope, objectives, deliverables, timelines, and milestones.
Monitored project progress regularly to identify potential risks or issues and implemented proactive mitigation strategies.
Closely monitored key performance indicators (KPls) such as budget variance, schedule adherence and quality metrics to drive continuous improvement.
Managed stakeholder expectations by regularly & effectively communicating progress updates, risks /mitigation plans and escalating issues.
Managed team of three (3) junior project managers and intern across four (4) sites in NY and NJ, tasked to oversee and deliver various projects on time and within budget.
Developed team’s project management acumen & skill sets, network and helped achieve professional/performance goals.
Conducted regular team meetings to capture project status, escalate issues and ensure alignment with overall project goals.
Liaised internal/external stakeholders and technical teams, translating various inputs into easily understandable business requirements.
Facilitated effective communication among team members, clients, vendors and other stakeholders throughout the project lifecycle.
Acted as Subject Matter Expert for Broker Dealer Services US Tax (FATCA/NRA/Backup withholding and associated 1099 and 1042-S reporting) related inquiries.
Main point of contact for internal/external inquiries, impact assessments, attestations, etc. regarding tax (FATCA, NRA, 871(m), 305(c) withholding, 1099 & 1042-S information reporting) related BAU inquires and projects.
Responsible for accurately handling and processing over $1 Trillion transactional data to support annual tax (1099 & 1042-S) reporting requirements for US Treasury Clearance and Tri-Party Repo/Collateral Management Businesses.
Created internal repeatable processes to handle and process annual tax reporting.
Senior Associate, Business Project Management
Bank of New York Mellon (BNYM) Broker Dealer Services
New York
03.2014 - 09.2015
Provide Project Management leadership for assigned and prioritized regulatory/risk/compliance related initiatives, partnered with technology to manage and deliver of technological changes.
Chaired and participated in project status meetings, developed and presented project status updates/communications and managed of stakeholder expectations.
Established network of key personnel necessary to ensure timely delivery of critical project milestones, adherence to regulatory requirements and overall program success.
Ensured requirement traceability throughout project artifacts and lifecycle, verifying features delivered to plan, specifications and acceptable to business and end users.
Created end-to-end UAT (User Acceptance Testing) strategy, plans, test cases and provided local testing/SME support.
Central point of contact for production incidents/escalations/incidents for projects covered.
Identified process / procedural inefficiencies, and created streamlined/automated solutions.
Senior Business Analyst, Change Management
Barclays Capital Inc.
Jersey City, NJ
03.2013 - 04.2014
Worked closely with SMEs (Subject-Matter Experts), technology, business and project stakeholders to deliver solutions to regulatory mandates and business driven deliverables.
Led project working group conferences with key stakeholders to report project status, mitigate scope creep, discuss potential risks, update and agree next actions.
Collaborated with SMEs regularly to identify operational inefficiencies, manual/outdated processes to provide streamlined/automated solutions.
Delivered concise project artifacts such as Project Initiation Document, Project Charter (Business Case), Communication Plan, Business Requirements Documents, RAID (Risks, Actions, Issues, Dependencies) Logs, Project Plans, Process Flows, Gap Analysis, Testing Strategy, Risk Review, etc. in order to facilitate each phase of the project lifecycle and timely delivery.
Led external projects with Bank of New York Mellon & JP Morgan Chase, coordinating with project leaders/stakeholders throughout the project lifecycle.
Financial Professional, AXA Advisors
AXA Equitable
New York
07.2012 - 03.2013
Obtained financial professional registration through FINRA Series 7, FINRA Series 63 and New York Life, Accident and Health Insurance Agent/Broker’s licensing.
Forged new relationships with prospective clients, set discovery/sales meetings, provided overview of products and services.
Created customize financial plans for prospective clients, outlining optimal investment strategies, products/services to realize financial goals.
Scheduled quarterly reviews with existing clients to assess portfolio and ensure proper alignment evaluating changing circumstances, goals and needs.
Education
Bachelor of Arts - Economics
Rowan University
Glassboro, NJ
09.2008 - 05.2012
Skills
Program and Project Management
Agile Delivery & Practices
Leadership and Team Management
Communications
Program Financial Planning and Budgeting
Data & Analytics
Microsoft Office Suite
Microsoft Project
Project Management & Agile Delivery software
Business analysis
Client onboarding
Process improvement
Strategic thinking
Conflict resolution
Regulatory compliance
Performance management
People management
Employee development
Financial analysis and planning
Contract and vendor management
References
References available upon request.
Awards
Calm Under Pressure Award, CCM Government Securities Services, 11/01/22, Received “Calm Under Pressure” Award in 2022 for performance managing high profile BNY Government Securities Services External Connectivity Program from 2020-2022.
BNYM Global Markets VP Development Program, BNYM, 03/01/22 - 10/31/22, Selected for inaugural BNYM Global Markets Vice President six-month development program, developed for consistent high performing Vice Presidents, on track for being promoted to Director. Curriculum involved nine (9) months of various leadership development training and activities and regular personal time with CEOs of global markets infrastructure business lines.
WOW Encore - Manages Risk Award, BNYM Broker Dealer Services, 09/01/14, Received WOW 'Encore' Award for 'Manages Risk' due to diligence and leading successful delivery of high pressure regulatory FATCA / US Tax compliance project.
Altitude Award, Barclays, 07/01/13, Received Barclays’ “Altitude” award in Q3 2013 for stewardship, excellence and service by streamlining CCL Change Management Team’s global program portfolio reporting process.
Timeline
Director, Scrum Lead
BNY Global Collateral Platform
09.2024 - 08.2025
Director, Program Project Management
BNY Clearance and Collateral Management
04.2023 - 09.2024
Principal & Vice President III, Business Program and Project Management
BNYM Clearance and Collateral Management
04.2017 - 04.2023
Vice President II, Business Project Management
Bank of New York Mellon (BNYM) Broker Dealer Services
09.2015 - 04.2017
Senior Associate, Business Project Management
Bank of New York Mellon (BNYM) Broker Dealer Services