Functional Skills

Project Management

Software Skills

Microsoft Office

Certifications

CAPMCertified Associate in Project Management
CSMCertified Scrum Master

Sector Experience

Financial Services
Real Estate
10
years

Years of Experience

8/21

Member Since

Experience

 
 
Management Consulting
Independent Contractor - Project manager
03/2019 - Present
• Engaged by KPMG working on a strategy project for a global financial firm, focused on MNPI security and compliance for the investment bank.
• Worked as the project manager for a strategy engagement to roll out a new commercial lending product for a global wealth management firm. This included the future state design of an end to end commercial lending operation and project plan. Contracted by Abelian Partners.

 
Corporate Strategy & Development
Truist - Project Manager
03/2015 - 03/2019
Project managed the development of a client facing business banking digital platform that consolidated numerous commercial banking products and services including loans, LOC, ACH, merchant, lock box, statements, and other treasure services.
• Project managed commercial payments hub upgrades and rollout of new functionality.
• Effectively lead 3 projects with 6 workstreams for the wholesale bank related to AML.

 
Corporate Strategy & Development
pwc - Sr Associate
07/2012 - 03/2015
System Implementation:
• Assisted a national bank in developing business requirements for a new commercial loan origination system.
• Assisted a West Coast Bank in evaluating vendor RFI responses for a new loan origination system by developing a vendor scoring model of business and functional requirements.
Current State Assessment and Benchmarking:
• Performed benchmarking analysis of commercial banking operations and performance of 6 large banking institutions.