Functional Skills

Project Management
Change Management / Org Design
Program Management
Operational Transformation

Software Skills

Microsoft Office
Jira
Microsoft Project

Certifications

CAPMCertified Associate in Project Management
CSMCertified Scrum Master

Sector Experience

Financial Services
Real Estate
12
minutes

Avg Response Time

18
years

Years of Experience

8/21

Member Since


Big 4 Accounting
Fortune 500
Top Consulting Firms

Experience

 
Independent Contractor Management Consulting
Project manager
03/2019 - Present
• Lead a large scale project for a bank merger, supporting 1st line risk operation and integration.
• Drove the research and development of a go to market strategy to roll out a retail digital lending product for a regional southern bank.
• Lead a company wide 6 month banking relationship transition project to move a CRE servicing firm to a new primary banking partner. Contracted by Trimont Real Estate Advisors
• Engaged by KPMG working on a strategy project for a global financial firm, focused on MNPI security and compliance for the investment bank.
• Engaged to develop a gap analysis and roadmap to roll out same day Positive Pay for a southern 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.

Truist Corporate Strategy & Development
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 commercial bank to roll out a new AML system connected to nCino and back end data.

PricewaterhouseCoopers (PwC) Corporate Strategy & Development
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.

BB&T Capital Markets Corporate Strategy & Development
CRE - Portfolio Manager
06/2008 - 06/2012
Managed a portfolio of $200 million in CRE Real Estate.
• Developed and implemented new operating processes and procedures for a new CRE owned group.
• Stabilized and liquidated over $100 million in CRE assets.
• Performed analysis for stabilization of properties and mitigation of risk.
• Performed market research to establish real estate industry trends and sales strategies.
Worked as a commercial Lender from 2008-2009.

Wells Fargo Sales
Mortgage Broker
06/2006 - 06/2008
• Actively prospected and sold retail financial products and mortgages to clients.
• Received top quarterly sales award in the region