Candidates About

Executive Leadership in Program Management

Change Management  |  Strategic Planning  |  Process Improvement 

Respected change leader with a strategic vision and ability to collaborate successfully across all levels of the organization to generate meaningful results. Proven track record of enhancing customer experience and satisfaction while improving bottom line. Known for ability to execute all program phases from concept to launch. Strong organization leader with MBA in Finance / Management and outstanding analytical skills.

 Product & Solution Definition/Strategy • Financial Planning & Forecasting •  Marketing Program Development & Launch                       Strategic Planning & Vision • Cross-Functional Team Leadership • C-level Interaction/Executive Presentations  •  Contract Negotiation & Vendor Management •  Regulatory Compliance •  Business Process Optimization  •  Technology Implementation

TIAA                                                                                                                             Charlotte, NC

Director, Program Manager                                                                                                                                             2012–Present

Oversee and manage a portfolio of TIAA Trust, Marketing and IT related programs that improve client service and firm results. Manage cross-functional teams of technical, marketing, and executive personnel. Oversee multi-year budget of $14MM. Mentor and develop staff, IT, and cross-functional teams.  

·         Saved $1.5M annually, increased wealth management referrals and reduced customer service calls by 20% by managing the design and implementation of an enterprise wide marketing content management system.

·         Transformed quarterly retirement statements for over 4MM participants into a valuable financial planning tool by leading a complete redesign that incorporated participant feedback, creative designs into the overall technical solution.

·         Saved $4M annually, improved regulatory compliance, and enhanced communication effectiveness by consolidating multiple commercial print vendors for transactional communications to a single print vendor.

·         Simplified client and plan data sourcing and improved accuracy & security by leading a 130-person, $5M data architecture (PRISM) redesign across the TIAA enterprise.

·         Successfully led a multi-year cross-enterprise Rebrand of the TIAA Trust and TIAA Bank lines of business.

LexisNexis                                                                                                                                Cary, NC       

IT Program Manager, Global Technology Organization                                                                                                         2011

Led and delivered IT projects, including software releases within the Practice Management division. Oversaw global software development team in U.S. and India. Designed and implemented business continuity plans. Led IT Roadmap Planning activities and established Product Roadmap Strategy. Created/implemented offshore strategy for production support organization.    

·         Improved business critical function performance by 70% for the Firm Manager platform by leading an enterprise wide performance improvement initiative.

·         Received Practice Management Solutions Recognition Award (2011)

Fidelity Investments                                                                   Research Triangle Park, NC

Senior IT Development Manager, Software Engineering Development                                                                     2006-2011

Led an external facing global web technology team that delivered web-based brokerage solutions for Fidelity Investments and its clients. Established product roadmaps, set technical direction and assigned onshore and offshore resources. Led annual business planning and budgeting process. Trained and mentored direct reports.

·         Reduced printing costs by 45% and generated annual savings of $20M by leading $1.5M eDelivery project.

·         Designed and led a release management organization that increased the speed to market for new code releases into production by 60% for the department and achieved higher product satisfaction ratings.

·         Saved $4M annually in department maintenance budgets by implementing a common platform convergence architecture across retail and brokerage applications.

·         Received Fidelity Innovation Award (2009), Chairman’s Award (2009 & 2010), and Top “O” Rating (2009).

(Continued)

Implementation Program Manager, Personal Workplace Investing (PWI)                                                                                

Oversaw a portfolio of programs to integrate large corporate accounts with assets of $500K-$20M into Fidelity’s Personal Workplace Investing. Managed teams of software & content developers, and analysts to ensure timely, accurate, transfer of assets.

·         Achieved five-year extension of Fidelity/NCR relationship by leading corporate spinoff project for NCR/Teradata; project included stock spinoff, establishment of new Defined Contribution  plans and asset transfers.

·         Received numerous client satisfaction awards and selected as an “Enterprise Project Success Story.”

United States Department of Defense                                                        Washington, DC

IT Program Manager, Global Communication Services                                                                                                           2006

Established the project management team for a virtual private network security platform. Negotiated budget, procurement, and timelines with third-party contractors.

IBM                                                                                                     Research Triangle Park, NC

Business Leader, Network Services                                                                                                                                     2004-2006

Managed large scale programs, allocated resources and led teams to deliver IT network management services. Oversaw recovery services department business planning and budgeting within IBM Global Services; negotiated staffing levels with Strategic Outsourcing and E-Business customers.

Technical Leader, Network Services                                                                                                                                    2002-2004

Identified and resolved critical network issues. Managed large customer accounts.

·         Achieved top 3% customer service rating for leadership on the Great Lakes Chemical Company account.

·         Received GM Supplier Award for outstanding contributions to the account.

Intern, Network Services                                                                                                           Summers 1999 & 2000; 2001-2002

Designed and created webpages using HTML. Implemented the office’s first large-scale wireless network.

Wake Forest University                                                                                        Charlotte, NC

Master of Business Administration                                                                                                                                                     2005

·         GPA: 3.5, Active member of the Wake Forest Black Business Students Association

·         Concentrations: Corporate Finance & General Management

North Carolina State University                                                                         Raleigh, NC

Bachelor of Science in Electrical Engineering                                                                                                                                    2002

·         GPA: 3.1; Named to Order of Omega National Honor Society

·         Kappa Alpha Psi Fraternity: President (2000-2001), Chancellor’s Leadership Award Recipient (2002)

Technology: Agile Methodologies, SDLC, SaaS, Java, HTML5, MS Project, Visio

Certifications: Project Management Professional (PMP), Agile Methodology Coach, Certified Scrum Master

Professional Associations: Member, Project Management Institute (2004 - Present), National Society of Black Engineers, National Black MBA Association

Community Involvement: YMCA University City Board of Directors (January 2017 – Present), Student Mentor - Hawk Ridge Elementary School (2015 – Present), USA Swimming (July 2015 - Present); Youth Soccer Coach, City of Charlotte (August - November 2014); Youth Basketball Coach, YMCA (2013 - 2015); Volunteer, A Child's Place Summer Camp (July - August 2013), TIAA Employee Resource Group Chapter Lead (2016 – Present),

Interests: Golf, Gardening, Volunteering and Global travel