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My experience ranges over 10 years from managing large to small technical projects. The projects have ranged from Software Development Life Cycle (SDLC), infrastructure, enterprise and desktop software, server and network hardware, security and web. The industry experience in the last few years has been mostly in the financial fields (Wells Fargo, PMI and Schwab), but also in high-tech (Polycom and Silicon Energy) and Biotech (Avigen). Starting out over 10 years ago at the desktop support area and demonstrating both a hands-on knowledge of systems and project management, over the last several years, through larger and larger project management jobs and training, have been successful at all the projects undertaken.

Work experience

Nov 2007Present

Senior Technical Project Manager (Contract)

Charles Schwab Inc.

Managed the 3rd party implementations into the Greenfield project; this project is a complete remake of the 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 2006Nov 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.

Feb 20062005

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


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.


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.


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.


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.


Senior Analyst

Programming in Visual Basic in MS Access, published hedonic models used for presentation in trials and depositions.


Assistant Plant Manager



Masters Certificate

Villanova University
Aug 2007Aug 2007


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