Nov 2007 - Present
Senior Technical Project Manager (Contract)
Managed the 3rd party implementations into the Greenfield project; this project is a complete remake of the Schwab.com website into .net along with many look-and-feel changes. Brought to identify scope of 3rd party for gap, impact and manage to successful implementation.
Feb 2006 - Nov 2007
Technical Project Manager
Responsible for the roll-out of a global CRM solution (Siebel)Authored and conducted worldwide training for new call center on CRM and business processResponsible for the integration of acquired company into our systems and business processResponsible for project that outsourced return and repair facilities.
2004 - 2005
Technical Project Manager (Contract)
Successfully managed numerous application and Oracle database upgrades with a large range of internal customers ranging from their Internet Services Group, Wholesale, Mortgage, and Retail Banking. Directed and published several internal templates to be used for project management and reporting. This was a contract position.
Feb 2006 - 2005
Senior Technical Project Manager
Successfully managed numerous application upgrades for the Financial Consultants Incentives programs. As sole Project Manager for the group was instrumental in the successful delivery of business requirements, documentation, development and deployment
2002 - 2004
Director, Information Technologies
Turned around moribund department to exceed industry standards within months of taking position.Successfully planned, budgeted and coordinated accounting financial system from Oracle Financials 11.1 to Great Plains 7.5. Completed on-time and under-budget with all milestones and goals successfully met.Successfully planned and implemented several different software projects. Implemented Great Plains and Seibel, experience with CRM, ERP and Financial software implementation across various corporate organizations. Published and enforced internal controls for Sarbanes-Oxley (SOX) compliance.
1999 - 2002
Director, Information Technologies
Promoted three times in three years and given increasing responsibilities as senior management saw my success with existing departments.Authored and published many internal policies and procedures, including Disaster Recovery and Business Resumption Plan, Acceptable Use Policy, Systems and Network Security Policy, and Internal Support Level Agreements.Implemented Peoplesoft and Siebel CRM and ERP systems. Implemented Great Plains as a financial system.
1997 - 1999
Manager, Information Technologies
Responsible for mobile work force and central office I.T. personnel. Managed the implementation of several large I.T. projects working with multiple departments.
1996 - 1997
Programming in Visual Basic in MS Access, published hedonic models used for presentation in trials and depositions.
1995 - 1996
Assistant Plant Manager
1986 - 1991
Infantry Squad Leader
Combat-decorated and honorably discharged in 1991
2007 - Present
Aug 2007 - Aug 2007
Kepner-Tregoe Problem Solving and Decision Making (PSDM) is a step-by-step process that helps people rapidly and accurately resolve a wide range of business issues. Used in organizations worldwide, PSDM helps people at all levels in an organization efficiently organize and analyze information and take appropriate action. PSDM helps people tap into the know-how of individuals, develop consensus, and gain commitment while resolving issues by using a common approach and language.
1991 - 1995
Cum Laude GraduateSenior Class PresidentStudent Union TreasurerStudent Store Manager