Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
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Cortez Holt

Cortez Holt

Riverview,USA

Summary

Certified PMP, CSM, and CSPO Project Manager with10+ years of experience in technical program management, agile methodologies, and data governance. Adept at driving operational efficiency, implementing AI-driven solutions, and delivering user-centric products in fast-paced, complex environments. Proven expertise in managing cross-functional teams, improving organizational maturity, and exceeding strategic goals. Key Achievements: Implemented AI enhancements, increasing anomaly detection rates by90% and reducing false positives by94.3%. Established data governance frameworks, improving data accuracy by20% and ensuring regulatory compliance. Managed portfolios of up to10 concurrent projects, achieving a98% on-time delivery rate. Spearheaded agile transformations, accelerating product release timelines by15%. Directed product design improvements, resulting in a25% increase in user adoption and enhanced customer satisfaction.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Project Manager

JP Morgan Chase
02.2022 - Current
  • Delivered a global merchant transaction monitoring platform handling $1 trillion in daily transactions, achieving98% strategic alignment across blockchain, digital wallets, and ACH solutions
  • Implemented AI technologies, boosting fraud detection accuracy by90% and reducing operational inefficiencies by94.3%
  • Managed12-15 simultaneous projects, coordinating intake, dependency management, and performance reporting with a100% compliance rate
  • Collaborated with executives to lead strategic meetings, align on business metrics, and deliver impactful presentations for monthly business reviews
  • Translated complex technical insights into actionable business strategies, influencing executive-level decision-making

Project Manager

Baldwin Risk Partners
05.2021 - Current
  • Oversaw enterprise-wide implementations of Salesforce, Workday, Workday VNDLY, and Whatfix, achieving a30% efficiency increase
  • Directed cross-functional teams to deliver projects under budget and on schedule, contributing $2M+ in cost savings
  • Provided KPI tracking and financial analysis, ensuring alignment with organizational goals and delivering actionable insights
  • Partnered with department heads to manage scope changes, optimize schedules, and control budgets while maintaining seamless communication
  • Created detailed project documentation and optimized workflows, enhancing resource allocation and minimizing inefficiencies

Technology Liaison

MetLife
06.2019 - 05.2021
  • Delivered critical reporting projects, presenting operational data that improved decision-making efficiency by35%
  • Developed and implemented training materials, enhancing reporting accuracy by25%
  • Automated data workflows, saving10+ hours weekly on manual tasks and improving project execution timelines
  • Partnered with IT and business teams to reduce data inconsistencies by15% through improved knowledge transfer

Business Analyst

MetLife
12.2015 - 06.2019
  • Managed compensation and recognition programs for large and small brokers with substantial books of business, impacting over500 brokers
  • Partnered with business leaders to ensure100% compliance with regulatory standards and alignment with organizational goals, improving broker satisfaction by25%
  • Planned, developed scripts, and executed UAT cycles, optimizing product development timelines and reducing cycle time
  • Led process enhancement and risk mitigation initiatives, streamlining internal operations

Anti-Money Laundering Specialist

Citibank
01.2014 - 12.2015
  • Analyzed200+ customer accounts weekly to detect suspicious activity, ensuring compliance with AML and BSA regulations
  • Investigated1,000+ flagged transactions annually, escalating potential fraud or money laundering cases
  • Prepared150+ SARs quarterly with98% accuracy, meeting all regulatory deadlines
  • Conducted risk assessments on500+ high-risk accounts, leading to10% reclassification for enhanced due diligence
  • Managed100+ high-priority case escalations monthly, ensuring timely resolution within SLA requirements

Education

Master of Business Administration (MBA) - Project Management

Southern New Hampshire University
Manchester, NH
12.2025

Bachelor of Arts - Criminology

University of South Florida
Sarasota, FL
05.2013

Skills

  • Project Management
  • Agile Methodologies
  • Product Management
  • Change Management
  • Business Analysis
  • Strategic Planning
  • Stakeholder Engagement
  • Identity & Access Management (IAM)
  • Financial Tracking
  • KPI & OKR Analysis
  • Executive Reporting
  • Forecasting
  • Project Management Tools: Atlassian Suite (Jira, Confluence), Basecamp, Mondaycom, Smartsheet, ServiceNow
  • Data Visualization: Tableau, Power BI
  • Cloud Platforms: AWS Cloud Practitioner
  • Productivity: Microsoft Office Suite, Salesforce, Lucidchart, Visio

Certification

  • Project Management Professional (PMP)
  • 2021
  • Certified Scrum Master (CSM)
  • 2022
  • Certified Scrum Product Owner (CSPO)
  • 2024
  • AWS Cloud Practitioner
  • Change Management Practitioner (CCMP)
  • Coaching and Mentoring
  • Microsoft Excel for Accounting
  • AWS Gen AI
  • 2025

Affiliations

  • Big Brothers Big Sisters (BBBS)
  • Project Management Institute (PMI)
  • Toastmasters
  • Cloud Hall of Fame

Timeline

Project Manager

JP Morgan Chase
02.2022 - Current

Project Manager

Baldwin Risk Partners
05.2021 - Current

Technology Liaison

MetLife
06.2019 - 05.2021

Business Analyst

MetLife
12.2015 - 06.2019

Anti-Money Laundering Specialist

Citibank
01.2014 - 12.2015

Bachelor of Arts - Criminology

University of South Florida

Master of Business Administration (MBA) - Project Management

Southern New Hampshire University

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Cortez Holt