California State Automobile Association, Sr. Project Manager 
Company's largest Strategic IT initiative - $400 MM, revamping/replacing the entire Auto Insurance business process and related systems and databases

• Directed project team of 15 analysts to detail Business Requirements, UI simulation, and Use Cases as part of a $400MM core auto-insurance system replacement effort. Effort included detailing the integration of all legacy systems and third party interfaces.
• Delivered 120 insurance business processes, 485 UI screens, linkage to three major subsidiaries, 10 third party vendors, 40 interfaces with legacy databases, and three state agencies.
• Created traceability for Requirements and corresponding QA test conditions through linkage of Requisite Pro and Mercury Test Director
• Staff: 15 Direct Reports/Business Analysts
• Technical: Process Engineering, Use Cases, Test Conditions, Legacy, Client Server, Middleware

Robert Half International, Program Manager/Sr. Project Manager
In less than 12 months, teamed with RHI’s IT Director and Executive Management in turning around a troubled $120MM core enterprise application and infrastructure integration project. Project included all core systems, from client facing to Back Office accounting functionaility

• Designed/implemented critical IT Governance processes for new PMO Office including: PMO Office Roles and Responsibilities, Scope Management, Change Control, Risk Management, and Vendor Management

• Managed/Coordinated 15 project managers to establish a Master Project Schedule from Requirements to Implementation. Reported monthly progress to the Board of Directors

Wells Fargo Bank - Sr. Business Analyst
Developed the high level functional requirements and first draft business requirements for version 1.0 of www.wellsfargo.com Retail Internet Banking including automation for all front office and back-office operations. Managed/developed the Data Dictionary for the common internet banking software architecture.

SBC Internet Communications - Project Manager Planning Phase
Prepared the project plan for the roll-out of DSL services for the state of Nevada including business requirements, system requirements, and implementation plans.

Bank of America - Project Manager System Integration
Prepared systems review of back-office transaction processing operations. Recommended improvements for system integration, policies and procedures, and system maintenance.

Bank of America - Project Manager
As part of the Merger with Security Pacific National Bank, this project included the integration of the Trust Department into the Bank's operations, and to upgrade the units system access and data access security to the Banks/Regulatory Standards

• Managed the planning, design, development, testing, and implemention of all system information security and system access security for Trust Operations.
• Project included data scrub, and third party vendor application integration
• Staff: 25 Direct Reports, Budget: $4.5 MM
• Technical: Legacy, Client Server

Charles Schwab - Sr. Project Manager - IT Governance/QA Governance
Government Mandated $48MM project to covert all security trading from fractional trading to decimal trading. Project included integration with all brokerage houses, clearing houses, and stock exchanges. In addition, project included all equity type transactions and products, including mutual funds and options.

• Prepared and directed the development of the project methodology, business rules, requirements, and templates for the Q/A project functions.
• Negotiated cross-organizational ground rules for tracking/reporting standards & definitions.
• Directed, developed, and managed Decimalization Project Office web site from requirements to implementation.
• Staff: 4 Direct Reports, 4 Matrixed Reports
• Technical: Product and Integration Testing, Regression Testing, Performance Testing, User Acceptance, Testing