NICE Actimize, Ltd, Hoboken, NJ 5/2024 – Present

Senior Client Services Program Portfolio and Engagement Management Consultant

Lead global financial services engagements, delivering multi-million-dollar solutions in fraud prevention, AML, enterprise investigations, and risk management.
Lead and manage a portfolio of 10+ global clients, fostering growth and maintaining a high level of service excellence.
Led high?impact engagements spanning greenfield implementations, major software and infrastructure upgrades, and strategic consulting initiatives for leading financial institutions—including Wintrust Financial, Banamex, Agricultural Bank of China, Bank of America, RBL, RIA, Flagstar, and Scotiabank—delivering robust, enterprise?grade solutions in the financial crime prevention domain.
Direct large portfolios of financial crime and compliance programs such as AML, Fraud Authentication Management, and Financial Market Compliance, ensuring regulatory adherence, operational resilience, and measurable business impact.
Developed comprehensive client insights using analytical tools, contributing to a 25% client retention improvement.
Generated 30% new business development by collaboratively identifying opportunities with the sales and licensing team.
Implemented targeted sales campaigns that exceeded revenue targets by 20% through strategic analysis and execution.
Provided consultative sales approaches, resulting in the expansion of services across additional business units.
Serve as a trusted advisor to senior executives and Steering Committees, driving governance, alignment, and strategic decision-making across complex initiatives including on-prem and private/public cloud implementations.
Guarantee high-quality, on-time, and on-budget delivery by overseeing client-facing software engagements, Infrastructure sizing and upgrades maintaining rigorous scope, cost, and risk controls.
Drive commercial performance by safeguarding revenue and margins while uncovering opportunities for portfolio growth, extensions, and value-added services.
Build and sustain long-term client partnerships, consistently achieving strong CSAT scores by proactively managing risks, resolving challenges, and ensuring delivery excellence.
Inspire, empower, and lead global cross-functional teams, fostering accountability, collaboration, and continuous improvement in delivery processes.
Strong working knowledge of global regulatory standards and expectations, including FinCEN, FATF, and FCA.
Hands-on experience implementing and leveraging enterprise data governance platforms such as Collibra, Alation, and Informatica to support data quality, lineage, and compliance.

PNC (PNC Financial Services Group), Inc., Pittsburg, PA 9/2023 – 3/2024

Senior Program Portfolio Management Consultant

Directed a $31M, multiyear Modern Core Enablement and Continuous Modernization program under the Ready to Scale initiative, driving enterprise-wide digital transformation in Retail Business Technology and Innovation.
Partnered with C-suite executives and business leaders to shape strategy, align objectives, and influence critical program decisions that maximized business ROI.
Led global cross-functional teams and complex workstreams (FIS Global Vendor Platform, Cloudera EDMT, Platform Security, Core Integrations, Smarter Pay), ensuring on-time, high-quality delivery across multiple lines of business.
Oversaw enterprise platform enhancements (EDW, DMG, MDM, MPX, ODM, EDC, MPC), delivering measurable business value, customer impact, and full regulatory compliance.
Championed performance optimization through business cases, KPIs/KRIs, resource planning, and continuous evaluation to maximize ROI and operational efficiency.
Deep, enterprise-level expertise in Financial Crime Risk Management (FCRM), with extensive experience leading large-scale regulatory remediation initiatives, governing execution across multiple workstreams, and engaging senior stakeholders and regulators.
Delivered executive reporting on health, budget, risk, and resourcing; leveraged JIRA, Confluence, Clarizen, Tableau, Agile/SAFe, and EPMO best practices. Proficient in using ServiceNow (Idea, Demand, and Project modules) and Salesforce.
Proven experience in managing SAP or Enterprise Business and Technical Solutions projects.
In depth Knowledge of ITIL / ITSM practices and methodologies.

MUFG (Mitsubishi UFJ Financial Group), Inc., New York, NY 6/2022 – 9/2023

Senior Portfolio, Change, and Transformation Management Consultant

Directed a multimillion-dollar portfolio advancing MUFG’s Enterprise Data Platform to meet BCBS 239 regulatory and compliance mandates, strengthening data governance, transparency, and control.
Spearheaded the Product Accounting Modernization and Transformation Program, automating complex accounting processes, centralizing manual adjustments across asset classes, and implementing an Oracle Cloud Consolidation Repository to accelerate reporting and deliver CFO/CAO visions.
Oversaw enterprise-wide data migration from legacy CCAR to Axiom Regulatory Reporting in compliance with FRBNY guidelines, achieving significant cost avoidance while simplifying architecture, rationalizing systems, and aligning to strategic roadmaps.
Partnered with the Chief Accounting Office, Controllers, Tax Services, CDO, and external advisors (KPMG) to define business requirements, mitigate risks, and deliver compliant, future-ready solutions.
Accountable for portfolio health and delivery—budget, schedule, resources, and performance—providing executive reporting and ensuring alignment with regulatory commitments and enterprise objectives.
Implemented EPMO governance, risk ratings, and funding approvals, while mentoring project managers, optimizing delivery practices, and embedding Agile and Waterfall methodologies.

Munich Reinsurance America, Princeton, NJ 11/2021 – 4/2022

Head of Business, IT Portfolio and Change Management

Established and matured enterprise portfolio management processes, delivering transparency, prioritization, and execution discipline across large-scale business and IT portfolios.
Partnered with portfolio managers and product owners to align strategy, budgets, and resources, ensuring a unified roadmap and clear value delivery to stakeholders.
Directed portfolios spanning P&C, L&H, and Annuity Distribution products, driving innovation and operational efficiency.
Championed governance standards and SDLC/technology KPIs, embedding consistency and accountability across teams.
Engaged and influenced stakeholders at all levels, fostering collaboration, alignment, and excellence in execution.

PNC (PNC Financial Services Group), Inc., Pittsburg, PA 6/2020 – 11/2021

Senior Portfolio Management Consultant

Directed $400M multiyear Retail National Expansion program within the Enterprise Fraud Risk Office, delivering customer-centric financial solutions across Digital Identity, Payments, IAM, Cybersecurity, and Fraud Strategy.
Led vendor selection, policy refresh initiatives, and remediation efforts addressing internal audit findings, collaborating with E&Y and internal SMEs.
Extensive experience in Financial Crime Risk Management (FCRM), with a proven track record of leading and executing regulatory remediation initiatives.
Executed Mobile Network Operator capability solution RFP, integrating MNO intelligence to prevent fraud and enhance customer satisfaction.
Oversaw program delivery, budget, and executive reporting, ensuring alignment with strategy and high CSAT scores.

MUFG (Mitsubishi UFJ Financial Group), Inc., Jersey City, NJ 12/2018 – 6/2020

Senior Portfolio, Change, and Transformation Management Consultant

Directed $114M multiyear Data Center Consolidation and IT Infrastructure Modernization program, driving transformation across core banking, cloud, and enterprise platforms.
Managed cross-functional execution of data center build-out, third-party integrations (100+ services), network migrations, and hybrid cloud implementations (AWS, Azure, Google, Oracle).
Performed gap analysis, built business-technology alignment, and ensured enterprise-wide compliance with Disaster Recovery, Business Continuity, and failover programs.
Established Agile practices and EPMO governance, enabling improved visibility, resource management, and delivery outcomes across the portfolio.

TIAA (Teachers Insurance Annuity Association – College Retirement Equities Fund), Org., New York, NY 4/2018 – 11/2018

Senior Portfolio and Change Management Consultant

Led $22M multiyear B2B2C program in TIAA’s Money in Motion portfolio, driving institutional and retail strategies to increase asset growth and retention.
Delivered major initiatives (Stay Smart for Generations, Leads Framework, RMD Readiness, Living in Retirement) on time, on budget, with measurable business outcomes.
Implemented enterprise-wide change management, training, and communications to boost adoption and elevate customer experience.

American International Group (AIG), Inc., New York, NY 7/2014 – 1/2018

Global Portfolio Director

Commanded strategic global leadership and established a global PMO structure and benchmarking framework, strengthening governance, compliance, and transparency across enterprise portfolios.
Directed $23M+ in complex, global strategic change programs spanning Enterprise GRC, Cybersecurity, AML, Fraud, OFAC, Anti-Corruption, and 3rd-Party Risk, ensuring adherence to Federal Reserve and audit mandates.
Led a $30M multi-year PCI Data Security Compliance digital transformation program, aligning global consumer lines to regulatory standards while advancing business agility in an Agile delivery environment.
Proactively mitigated financial, reputational, and credit risks, safeguarding ~$1.7B in premiums and preventing ~$5.4M per-incident exposures.
Directed global program to stand up a BAU Supply Chain Management function for Property Casualty, successfully remediating and closing 24 high-risk internal audit items.
Partnered with senior executives on M&A integration initiatives across Life & Retirement, Vendor Governance, and Global Customer Operations.
Produced executive dashboards and KPI reports providing transparency into portfolio health, risk and performance.

Prudential Financial, Inc., Iselin, NJ 3/2014 – 5/2014

Program Management Consultant

Directed global matrix teams and a $1M+ portfolio in Annuities IT, driving systems development, infrastructure, and change programs. Improved project effectiveness and delivery through disciplined portfolio management and PMO governance.
Oversaw a continually evolving portfolio of diverse business initiatives focused on systems/applications development, infrastructure, and defect resolution as a management consultant in the Annuities IT organization. Led global teams through matrix management, directing complex business processes along with technology and change programs.
Impacted operational effectiveness by employing Capability Maturity – CMMI level 2, Clarity – EPIC and Clarity PPM for resource management, budgeting, scheduling, KPI metrics, and reporting.

Bessemer Trust, Woodbridge, NJ 9/2012 – 11/2013

Head of Project Control Office

Established a high-performing PMO framework for a $97B wealth management firm, enhancing service delivery, governance, and change management effectiveness.
Directed global project managers and consultants, overseeing a $68M portfolio and leading 100+ personnel across multiple delivery workstreams.
Defined and enforced software development practices (Agile and Waterfall) to optimize execution across complex regulatory, risk, cybersecurity, and infrastructure initiatives.
Oversaw strategic programs including Credit Risk, AML, Cyber Security, Dodd-Frank, FATCA, e-Bill Payment, and Basel III regulatory compliance.
Leveraged Innotas, QlikView, and At Task PPM tools to drive portfolio management, publish executive dashboards/scorecards, and deliver transparent reporting to C-level leadership.
Implemented KPIs and risk frameworks to monitor health, mitigate risks, and ensure on-time, on-budget delivery with measurable business outcomes.

Bank of America / Merrill Lynch, Hopewell, NJ 8/2009 – 7/2012

Vice President - Project Portfolio Management

Directed end-to-end execution of M&A and divestiture initiatives for Bank of America and Merrill Lynch, overseeing projects across Credit Risk, Market Risk, Operational Risk, AML, Fraud, and Information Security.
Led large-scale digital integration and transition programs for Asset and Global Wealth Investment Management, managing complex e-commerce and financial services projects across 22 global cross-functional teams.
Delivered innovative financial solutions leveraging the bank’s SDLC (DMAIC, RUP) and Six Sigma processes; managed a $14M project portfolio using Clarity PPM and advanced financial modeling tools.
Partnered with senior stakeholders and matrixed technology teams to drive change initiatives through strategic planning, risk management, financial oversight, testing, training, and communications.
Consistently resolved critical issues, mitigated risks, and delivered against strategic objectives in a high-stakes, client-driven environment.
Recognized with Bank of America Global Recognition Platinum and Silver Awards for outstanding leadership.

PJM Interconnection, Norristown, PA 8/2007 – 4/2009

Senior Program Manager

Directed $14.5M Advanced Control Center Program spanning infrastructure, app development, cybersecurity, data centers, and integrations.
Strengthened delivery discipline by establishing PMO standards, governance, and business continuity strategies to mitigate risk and control costs.
Drove execution with Agile/Waterfall and optimized financial reporting using SAP, MSP Server, and Excel.

Selected Accomplishments

Global PMO & Organizational Transformation: Designed and implemented global PMO structures and governance, transforming underperforming programs into high-performing initiatives. Drove process improvements, risk mitigation, and crisis management, while expanding PM teams and methodologies across regions.
Superlative Global Portfolio/Program/Change Management: Led large-scale portfolios with budgets of up to $400M and 100+ global resources, improving business revenue/technical performance, ensuring cost/benefit, and mitigating risks.
Productive Relationship-Building: Overcame challenges in political and influencing environments by developing collaborative relationships with clients in diverse industries and internal/external stakeholders worldwide.
Organizational Turnarounds: Handpicked by executive team to turn around underperforming and challenging programs, building credibility with senior leaders and stakeholders.
Solution Delivery Excellence and Automation: Bridged business and technology gaps through complex program oversight and concurrent project management, delivering enterprise-level financial, technology, and legacy system solutions.
PPM Tools, Processes, and Executive Reporting: Proficient in Clarity, Clarizen, Primavera, Planview, Monday.com, Smartsheet, Jira/Confluence, MS Project, Teamline, Excel, PowerPoint, Visio, Tableau, and Power BI. Defined global program roadmaps, managed cross-dependencies, critical paths, and resource allocation. Successfully implemented Agile methodologies companywide.

Core Competencies

Executive Leadership & Strategy - Strategic Planning & Partnerships | Business Transformation | M&A/Divestitures | Stakeholder Influence
Technology & Risk Management - Application/Systems Development | Cloud Computing (IaaS, PaaS, SaaS) | Information & Cyber Security | Data Analytics & Governance | Third-Party Risk Management | AI | Big Data and Automation
Financial & Operational Excellence - Budget & Financial Management (Up to $400M) | Vendor & Partner Management | Process Innovation | Disaster Recovery/Business Continuity | Regulatory & Legal Compliance | Audit & Risk Oversight
Methodologies & Tools - SDLC (Agile, SAFe, Scrum, Waterfall) | Business Intelligence & Analysis | SQL & Cloud Databases| ITIL / ITSM practices and methodologies |ServiceNow (Idea, Demand, and Project modules) and Salesforce
Data governance platforms - Collibra | Alation | Informatica| MDM/RDM

Education

M.S., Technology Management – Stevens Institute of Technology
B.S., Electrical Engineering – New York Institute of Technology
Master’s Certificate, IT Project Management – George Washington University
Project Management Professional (PMP) – Project Management Institute