Business & Technology Leader

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Business & Technology Leader
Location Confidential
No preference
Willing to Relocate
$100,000 to $200,000

Resume Summary



Results-oriented Global Leader with& a proven ability to harmonize disparate ideas, business philosophies and priorities into actionable strategies. Success in balancing immediate results while building for the long term. Knowledge and people skills to launch new products as well as improve existing ones.

Attributes: Ethical, Principled, Creative, Mentor, Analytic, Trusted, Engaged Listener

" Business Intelligence and Data Mining: Evaluate operational data for use in business intelligence, customer relationship management and marketing campaigns.
" Mergers and Acquisitions: Performed multiple due diligence assessments leading to the successful acquisition and integration of multiple banks, TPAs, loan servicing and credit card portfolios.
" New Product Development: Piloted and productionalized the ability to produce EMV Smart Cards across multiple plants for over 10,000 financial institutions.
" Start-up: Designed and built the first nationwide computerized loan origination system providing home buyers, real estate brokers with a wide range of mortgage programs also acting as a conduit for mortgage lenders.
" Datacenter and Operations: Designed and managed multi-division datacenter. Improved operational reporting and service levels

Executive Leadership

Applications Landscape Assessment & Scalable Applications Architecture ... Team Leadership ... Building Large - Scale
Enterprise Business Systems ... IT Solutions for Business Strategies ... Full Software Lifecycle ... Enterprise Architecture ... Vendor Management ... New Business Development & Strategic Technology Planning ... Mentoring and Partnerships

Delivering Optimized Performance through Leadership and Planning

G&M Associates, LLC - Provides clients with expertise in the definition and implementation of projects related to product enhancements, back office operations, system design, product development, capital budget planning and regulatory compliance.

Consultant 10/2015  Present

" Performed an evaluation and due diligence for the potential purchase of a Right at Home franchise territory. Assessed the strength of the franchise systems intellectual property (Service Marks, Trademarks, Proprietary software, Operations manuals). Review franchise agreement (FDD) review including, Assignability of Franchise, Scope of License Grants/Reservation of Rights, Territory Conflict resolution. Performed competitive market analysis and review of existing competition.

United Health Group / Optum Insight 
" Manage the deployment of enhancements (cross-application deployments) supporting the provider fraud, waste and abuse data analytics business which is forecasted to achieve over $200MM in operational and hard benefit savings from the program.

Fiserv, Output Solutions - offers high quality, cost-effective manufacturing, personalization and fulfillment services for a wide variety of cards including debit, credit, ATM, prepaid and gift cards; EMV and contactless cards; photo cards; membership; and healthcare ID cards.

Director, Solution Delivery 11/2011  10/2015

Fiserv Card Production services had been experiencing heavy competition from new startups, price compression in the market, the ability of customers to instantly issue cards in branch. This combined with Fiserv operating 2 non-integrated legacy data processing, ERP and CRM systems the company did not have the agility required to build and offer new products.

Selected to deliver redesigned processes and implement system changes supporting client conversions, client onboarding, product migrations, and personalization of cards supporting EMV migration, credit/debit card personalization, gift and loyalty card product innovation, and marketing for consumer & business credit/debit cards, gift card and reloadable cards.

" Evaluated operational data and system processes housed in the ERP and CRM systems related to customers & order processing for a possible implementation of or Fiservs JETS and Facets/CRM system.
" Ensure systems and processes are in compliance with Visa/MasterCard and PCI Card personalization regulations.
o Managed EMV pilot program and expanded the pilot into full production managing $50mm in capital improvement to increase card production capacity across 2 production plants and $2.5mm in expense to support onboarding and training of 40 new FTE.
o Reengineered processes to handle significant waves of client migrations at 400 requests per month across 10,000+ financial institutions.

G&M Associates, LLC - Provides clients with expertise in the definition and implementation of projects related to product enhancements, back office operations, system design, product development, capital budget planning and regulatory compliance.

Consultant 8/2008-11/2011

Green Tree Servicing 
" Delivered application architecture enhancements, batch job stream improvements along with infrastructure performance upgrades resulting in the ability to handle a 100% increase in loans and payments. Plan and schedule loan servicing legislative enhancements, e-Billing integration with customer portal, FNMA property management expense reporting and reimbursement and e-Property Management into legacy processing systems.

Wells Fargo 
" Delivered a strategic lockbox enrollments project enabling the migration of acquired bank customers onto a single lockbox reporting platform. Managed the rebranding of Wachovia Banks wire transfer systems to Wells Fargo.

Wells Fargo - Retirement Plan Services - Offers a variety of employee retirement plan alternatives including Defined Benefit Plan, Owner-only 401(k), SEP IRA, Simple IRA, 401(k) traditional or safe harbor, Cash Balance plans.

Technology Manager 3/2007  8/2008

The Retirement Plan Services division had been experiencing exceptionally long delivery times in their SLAs to onboard new customers with high levels of plan customization as well as deliver new products and operation system improvements.

Develop and implement resource planning and project control processes to enable development of short and long term application roadmaps across multiple applications and development teams.

" Improved delivery speed and accuracy of application enhancements through enhanced architecture practices, project intake and provisioning of resources and software testing approaches

Meritain Health (CBSA/Performax) - Meritain Health is one of the nation's largest third party administrators (TPA) of employer health benefits, offering plan administration in the area of self-funding, stop loss, plan design, dental, vision, pharmacy (PBM), network strategies and cobra administration.

CIO & VP, Information Technology 8/2005  3/2007

Meritain (CBSA at the time) was getting ready to expand it member base through acquisitions and its systems and datacenter were in desperate need of upgrade in order to handle the processing of additional claims. The hardware was outdated and no longer supported and the legacy application was undocumented and difficult to support.

Developed tactical and strategic roadmaps addressing application performance, new product implementation, compliance, datacenter efficiency and operational reporting. Created policies, budgets & capital plans in order to upgrade aging applications and hardware architecture.

" Defined standards for development of legacy and web based applications  included the redesign of legacy systems and underlying architecture resulting in a 500 % improvement in batch processing speed allowing for an increase in transaction volumes and the introduction of new products and services.
" Managed the due diligence and technology integration activities for two merger & acquisitions culminating in the integration of the companys various technology platforms, networks and processing systems. Ensured smooth technology transition during M&A initiatives.
" Successful passing of General Computer Controls for the companys first SAS70 type-2 and HIPAA audit compliance.

G&M Associates, LLC - Provides clients with expertise in the definition and implementation of projects related to product enhancements, back office operations, system design, product development, capital budget planning and regulatory compliance.

Consultant 7/2002  7/2005

US Bank 
" Provide project management and operational implementation expertise for the installation of IBMs anti-money laundering (SearchSpace) system enabling compliance with OFAC and Bank Secrecy Act and AML rules.
" Responsible for the purchase, installation, configuration and deployment of servers, database software, and networking hardware supporting interactive voice response IVRs, multi-node data warehouse applications, Siebel CRM, SAS Campaign manager and the generation of outbound sales campaigns.

Wells Fargo Home Mortgage 
" Managed evaluation, solution identification, and implementation of a startup joint venture for a new non-branded mortgage company with Wells Fargo Home Mortgage.

Blue Cross Blue Shield of MN 
" Manage project activities supporting functional changes to Blue Cross MN's member, provider and client portals.

United Health Group 
" Managed pre-capital expense planning related to the build out of various applications and their associated infrastructure purchases.
" Manage project activities supporting functional changes to Optums care coordination and nurse line portal.

Delta Dental Plan of Minnesota - Delta Dental of Minnesota is one of the largest providers of dental benefits in the Upper Midwest, serving 7,500 Minnesota-based purchasing groups and 3.8 million members nationwide. Founded in 1969, the company is an independent, nonprofit health service plan corporation providing a wide range of quality, affordable dental plans.

CIO & VP, Information Technology 6/2000  7/2002

Delta had just rolled out their static website but needed to introduce other capabilities that could offset the work being done by in-house staff. An effort had been started to rewrite the legacy claims system and migrate it to an Oracle database environment, integrate it with the analytics & reporting databases and CRM and new web applications that were yet to be developed.

Recruited to develop an overall strategy for applications, data warehouse, datacenter and call center improvements which were required to process and service more than 14 million claims annually. Manage vendor relationships, perform risk assessments, manage capital expenditures and coordinate efforts of external auditors.

" Substantially revamped the software release process, including development methodology, project management, testing processes and release implementation. Captured a 25% increase in development productivity and cut system outages by 32%.
" Developed the data center and business disaster recovery plan. The documented plan addressed the response and recovery of the data center, claims operations area, customer service call centers, critical computing services.

US Bank (First Bank system)  US Bank provides a full range of financial services, including lending and depository services, cash management, capital markets, and trust and investment management services. It also engages in credit card services, merchant and ATM processing, mortgage banking, insurance, brokerage and leasing.

SVP, Information Technology 6/2000  7/2002

US Bank acquisition of Marquette Bank resulted in the need to merge Edina Realtys operations into the FBS Mortgage operating environment. In the FBS environment, there were several major systems initiatives that had failed which needed rebooting. Additionally, First Bank system had decided to exit the mortgage business and sell off their holding in Edina Realty.

" Managed business line relationships and multiple development and project teams that were responsible for in-house developed and packaged software products which provided support for Payment Systems, Retail Banking, Banking operations, Mortgage and Commercial Banking business lines.
" Managed project activities delivering the sale of servicing and pipeline loan assets & portfolios, branch closure effectively shutting down FBS Mortgage.
" Key member of the data center, service level delivery team, responsible for identifying, measuring, and correcting service outages. Worked across application development groups and external vendors to identify efficiencies in scheduling to eliminate SLA misses.

Early Experience

Equifax Card Services- Project Manager
Chase Manhattan Bank (Chase Home Mortgage) - Division CIO & VP, Information Technology
First Boston (Shelternet) - AVP, Systems and Programming
Citibank (Industrial Credit) - Systems Officer


BS, Economics and Business - University of Tampa
AAS, Business Data Processing - State University of NY

Certifications & Associations

PMP, Project Management Professional  Project Management Institute (PMI)
CSM, Certified Scrum Master - Scrum Alliance
CCP, Certified Computing Professional  Institute for the Certification of Computing Professionals

Member, Infragard  is a partnership between the FBI and the private sector. It is an association of persons who represent businesses, academic institutions, state and local law enforcement agencies, and other participants dedicated to sharing information and intelligence to prevent hostile acts against the U.S.

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