Dynamic IT Program and Project Manager dedicated to delivering projects on time and within budget while ensuring the highest quality and customer satisfaction. Proven expertise in implementing software and hardware solutions across diverse sectors, including FinTech, Cyber Security, Data Center Migrations, Medical Devices, State Government, Supply Chain, Retail, Healthcare, Insurance, IT, and Telecom. Skilled in technology leadership with a focus on system integrations and IT infrastructure management. Utilizes strategic planning to drive digital transformation and enhance operational effectiveness, supported by a strong understanding of team dynamics and innovative problem-solving capabilities.
Overview
18
18
years of professional experience
2
2
Certifications
Work History
M&A Program Manager
JOHNSON CONTROLS
UK / Spain / Mexico
02.2025 - Current
Mergers and Acquisitions
M&A - Data Management - Data Extractions – UK / Spain / Mexico.
ERP Applications transitioning from Johnson Controls to Buyer – Responsible for application identification, uplift, capacity planning, migration, testing, user acceptance.
Non-ERP applications transitioning from Johnson Controls to Buyer – Responsible for application identification, uplift, capacity planning, migration, testing, user acceptance.
CMDB – Updated and maintained the CMDB with data classification, contact, vendor licensing and usage information.
IT Office Hours – Staff Support – Accountable for managing Cutover and IT Office Hours for Johnson Controls – Sensormatic (Spain).
Engaged and worked alongside cross-functional stakeholders to manage strategic initiatives.
Managed cross-functional teams for successful project completion within deadlines and budgets.
M&A Program Manager – Business Integration Lead
HONEYWELL / CARRIER
Remote
02.2024 - 01.2025
Company Overview: (6.4 billion dollars)
Mergers and Acquisitions.
M&A POC – Data Management - Data Extractions - LATAM, APAC, Australia.
Supply Chain – Lead for the operations and fulfillment for two contract manufacturers in Mexico and California. Directed Oracle development, employee training, shipping, procurement planning and scheduling, KPI evaluation and reporting.
Non-ERP applications transitioning from Carrier to Honeywell – Responsible for application identification, uplift, capacity planning, migration, testing, user acceptance.
ERP Applications transitioning from Carrier to Honeywell – Responsible for application identification, uplift, capacity planning, migration, testing, user acceptance.
Service Now – Project managed a data migration and data separation for the carve-out of Service Now going with the divesture along with identifying the staff for creating new roles and responsibilities. This included the TSA period.
IT Office Hours – Staff Support – Accountable for managing IT Office Hours for Carrier employees moving to Honeywell.
Established strong relationships with key stakeholders, ensuring support for program initiatives.
Developed strategic plans, setting clear objectives and achievable milestones for the team.
Managed multiple strategic projects with numerous sub-projects or workstreams.
Sr. Manager – IT Program Management Senior
CHARLES SCHWAB, INC.
Phoenix, AZ - Westlake, TX
11.2020 - 01.2024
Company Overview: Phoenix, AZ / Westlake, TX (26 billion dollars)
M&A - Application Modernization.
M&A – Accountable within my groups for the M&A of hardware, software, appliances, and databases from the acquisition of TD Ameritrade.
IGR – Data Center / Colocation Facility Migration - Customer Track PM: Held accountability for Portfolio Management of the uplift and migration of all Applications and APIs as well as data Bases. Performed gap analysis and reviewed technology processes that aligned within SCS (Schwab Cybersecurity Services), CTS (Core Technology Services), WFST (Schwab Retirement Plan Services) and WAM (Wealth and Access Management) to the new Datacenter built in Texas and the cloud (Azure)(FedRAMP).
CMDB – Managed vendor who was tasked to clean and update the CMDB
TDA App MOD O2/Mongo Decompose: This was a multi-million-dollar upgrade for TDA (M&A) by removing MongoDB from the Express system and utilizing DB2 for offer enrollment and fulfillment. Moved all non-CAT reads to Aerospace. This includes both Demand Management, Requirements Gathering for all APIs, Applications and Data Bases.
Collaborated closely with peers from other departments to drive organizational success jointly as one cohesive unit.
Achieved operational excellence by streamlining processes and implementing best practices.
Enhanced company reputation by driving successful initiatives that addressed client pain points effectively.
Program Manager
REGENESIS BIOMEDICAL INC.
Scottsdale, AZ
07.2019 - 11.2020
Company Overview: Scottsdale, AZ
Medical Device Program Management.
Maintained accountability for overall project management of engineering, assembly, and delivery of medical devices, centering on Post-Operative Pain, Edema, and Diabetic Neuropathy. Used both Agile and LEAN methodologies to infuse IT Policy and Procedures, along with best practices into all their initiatives. Modernized all their APIs and Applications.
Oversaw Portfolio Management that included process improvement, change control, gap analysis, risk mitigation and analysis, SDLC, document management, data migration to cloud (AWS, Azure, FedRAMP), business process modeling, Mobile application development, WIFI, FDA submittal (510K) and monitoring, strategic initiative marketing and supply chain operations related to the ERP/software upgrade.
Developed strategic plans, setting clear objectives and achievable milestones for the team.
Conducted comprehensive program evaluations, identifying areas for improvement and recommending actionable solutions.
Met with project stakeholders on regular basis to assess progress and make adjustments.
M&A Program Manager
US FOODS
Tempe, AZ
05.2018 - 08.2019
Company Overview: Tempe, AZ (970 million dollars)
IT Infrastructure / Mergers & Acquisitions.
Served as the single point of contact for IT for Mergers & Acquisitions (M&A) by bridging the gap between the business and network teams. This included all desktop usage, applications, networking, Demand Management, and new facility build-out. Utilized strategic planning, change management, and effective committed communications, ensuring there was no disruption to the distribution center’s customer base. This project included data migration to both enterprise servers and the cloud – AWS; SAAS.
Served as Supply Chain Program Manager, accountable for the upgrade of US Foods IT infrastructure in fifty-three distribution centers, along with the Merger and Acquisition of a new company.
Migrated applications and data to the US Foods Datacenter and the cloud. (Azure, AWS)
Managed the implementation of Blue Yonder for our acquisition in New Orleans.
Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
Ensured regulatory compliance by closely monitoring adherence to industry standards and guidelines throughout the program lifecycle.
Implemented risk management strategies to mitigate potential barriers to project success.
Program Manager
HONEYWELL AEROSPACE
Tempe, AZ
05.2017 - 06.2018
Company Overview: Tempe, AZ
Network Storage & Back-Up / Data Center Transformation.
Data Center Transformation- Program Managed the development and construction of a new colocation facility data center. Accountable for all hardware, electrical, server placement, clustering, and operational handoff. Operated within stringent change management.
Planning and effective communications with the business was paramount to guarantee there were no disruptions in any business operations.
CMDB – Updated and maintained the CMDB with data classification, contact, vendor licensing and usage information.
ServiceNow - Directed the project management and change management to implement the newest software upgrade.
Equipment Modernization / Back-Up & Storage - Gathered requirements, Demand management, assisted with design collaboration, oversaw procurement, performed risk analysis, and oversaw change management following ITIL, which led to the implementation of new state-of-the-art appliances and servers with greater speed and capacity.
M&A – This entailed working with desktop, software, and hardware (full stack) migrations for Allied Signal.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Participated in vendor selection and management process for program initiatives.
Engaged and worked alongside cross-functional stakeholders to manage strategic initiatives.
Managing Director – Enterprise Project Management Office, Department of Economic Security
STATE OF ARIZONA
Phoenix, AZ
08.2016 - 05.2017
Company Overview: Phoenix, AZ
Managed the EPMO, leading a staff of 145 Project Managers and Business Analysts, utilizing an empowering leadership style, along with team management and development, to help both individual and departmental growth soar.
Instilled Lean and Policy Standards with business process modeling, technology review, gap analysis, best practices, process improvement and change management, teamed with organizational skills and communications, which contributed to building the successful organization. Projects spanned SDLC, Agile – Software Development to Waterfall – Server Upgrades adhering to ITIL, and Digital Marketing.
Salesforce - Oversaw the largest project, an ERP uplift to Salesforce where the team migrated applications from Mainframe and Distributed, to the new Salesforce platform residing in both data centers and the cloud (FedRAMP, Azure, AWS, Google). After a successful RFP, I worked with procurement, planning, requirements gathering, design, testing, change management, implementation, and training.
Increased overall company performance by implementing strategic management initiatives and streamlining operations.
Developed comprehensive business plans, outlining long-term goals and actionable steps toward success.
Oversaw complex negotiations with suppliers/vendors for favorable contract terms that led to cost savings.
Cultivated a strong organizational culture built on integrity accountability teamwork which resulted in higher retention rates among staff.
Project & Technology Officer, Department of Education – Early Learning Division
STATE OF OREGON
Salem, OR
05.2015 - 08.2016
Company Overview: Salem, OR
Supported the ELIS – Early Learning Information System and all ELD projects, with an implementation for ODE and partner facilities that support childcare throughout the State of Oregon. Modernized APIs and Applications along with Digitally creating a tablet-based collection system.
Ensured the security and privacy of all data collected; developed a mobile application for Childcare Monitoring; and facilitated meetings and focused discussions to define risks, schedule, and communications migrated to the cloud (FedRAMP).
Oversaw vendor relationships, negotiating contracts that provided cost-effective solutions without sacrificing quality or service levels.
Streamlined software development processes through agile methodologies, resulting in faster delivery of high-quality products.
Evaluated emerging technologies for potential benefits and risks, making informed recommendations for adoption where appropriate.
Global MPT & Technology / Mergers & Acquisitions. Portfolio Manager / M&A Program Manager (contract)
NIKE
Beaverton, OR
04.2011 - 05.2015
Company Overview: Beaverton, OR
Performed supply chain vendor management, Demand Management and Requirements gathering for the selection of Global Point of Sales (POS) vendors who acquired, validated, and delivered retail and direct data to consumer (DTC) M&As of smaller retail companies that collected data for Nike.
Project managed the implementation of a multi-million-dollar data warehouse to include gathering requirements, business process modeling, data migration, data modeling and data security (at rest and transit), risk analysis and mitigation for all APIs and Applications residing in the Nike Datacenter and the cloud (Azure, AWS).
Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
Negotiated favorable terms with external service providers to reduce costs while maintaining high-quality services for clients.
Implemented robust compliance measures to adhere to regulatory requirements while managing client assets effectively.
Program Manager
NV Energy
Las Vegas, NV
09.2007 - 04.2011
I was hired due to a lack of completion of departmental projects for Telecom. Instilling best practices along with change control, I managed project plans and resources so I could deliver them on time and within budget.
Projects include Smart Meters for Smart Grid to all NV Energy customers, microwave, optical, tower and construction installation, the deployment of a Cisco Multi-Protocol Label Switching (MPLS) solution, managed the installation of DAS (Distributed Antenna Systems), tower and backhaul.
Managed the RFP and installation for engineering, procurement, and construction of a $50M Department of Energy enterprise-wide implementation of fiber optics and microwave communications systems to deliver renewable energy throughout Nevada.
Managed and supervised administrative and daily program operations, complying with policies and regulations.
Developed strategic plans, setting clear objectives and achievable milestones for the team.
Education
Master Certificate in Project Management -
American Academy of Project Management
Colorado Springs
11.2012
Skills
Supply chain efficiency improvement
IT budgeting
IT infrastructure
IT governance
Digital transformation
IT risk management
Mobile technologies
Software development
Information security
Cybersecurity expertise
Internet of things
IT service management
Technical leadership
Quality control
Technology integration
Strategic planning
Performance improvement
KPI tracking
Disaster recovery
Technical consulting
Application development
Budget administration
Business intelligence
Teamwork and collaboration
Problem-solving
Time management
Attention to detail
Excellent communication
Organizational skills
Team collaboration
Effective communication
Team building
Business process improvement
Project leadership
Goal setting
Professionalism
Agile methodology
Project management
Risk management
Project planning
Budget control
Performance metrics
Change management
Certification
Master Project Manager (MPM)
Professional SCRUM Master (PSM)
ADDITIONAL RELEVANT EXPERIENCE
REGENCE BLUE CROSS BLUE SHIELD, Portland, OR, Sr. Project Manager (Contract) – 04/2003 – 08/2007
State of Wyoming, Cheyenne, WY, Sr. Project Manager (Contract) 02/2001 – 04/2003
State of Florida, Tallahassee, FL, Sr. Project manager (Contract) 11/1998 – 01/2001
Timeline
M&A Program Manager
JOHNSON CONTROLS
02.2025 - Current
M&A Program Manager – Business Integration Lead
HONEYWELL / CARRIER
02.2024 - 01.2025
Sr. Manager – IT Program Management Senior
CHARLES SCHWAB, INC.
11.2020 - 01.2024
Program Manager
REGENESIS BIOMEDICAL INC.
07.2019 - 11.2020
M&A Program Manager
US FOODS
05.2018 - 08.2019
Program Manager
HONEYWELL AEROSPACE
05.2017 - 06.2018
Managing Director – Enterprise Project Management Office, Department of Economic Security
STATE OF ARIZONA
08.2016 - 05.2017
Project & Technology Officer, Department of Education – Early Learning Division
STATE OF OREGON
05.2015 - 08.2016
Global MPT & Technology / Mergers & Acquisitions. Portfolio Manager / M&A Program Manager (contract)
Outsourcing and Purchasing Manager for Latin America at Kit Connections Inc.Outsourcing and Purchasing Manager for Latin America at Kit Connections Inc.
Regional Growth and Expansion Manager at Mr. Green Africa Kenya Limited (MGA)Regional Growth and Expansion Manager at Mr. Green Africa Kenya Limited (MGA)