Senior Project and Program Management Professional, Founder of Three Trees Institute, Blog Writer

​​ Matson Navigation, Oakland CA

Innovation & Architecture IT Portfolio Manager, Contract

May 2016–Dec 2016

• Took charge of a project worth more than $3M across Architecture and Innovation, which provided support to the director of innovation and architecture in directing three mid-level implementations, four proofs of concepts, and three major initiatives such as: Enterprise Information Access Management; Enterprise Document Management System replacement and migration to AWS Cloud; and Accounts Payable Automation and Migration to AWS Cloud

• Streamlined an old mindset company operation to allow and bring progress in the realm of business analytics, data intelligence, and customer-facing applications

• Provided excellent leadership to an Innovation Team in developing products, projects, and initiatives, which maximized market share and internal capabilities through advanced business analytics, custom dashboards and mobile applications for both operational and sales and marketing teams

 

Wells Fargo & Co., San Francisco, CA

Project Manager & Business Process Consultant, Contract

Jun 2017 - Dec 2017

• Provided project management support for Wholesale Treasury Management Product Process Model Asset Governance group which is part of the multi-million dollar, multi-year global wholesale product expansion effort; Canada, Brexit, Dublin, and Cayman Multi-Currency initiatives; tracked and managed all activities related to process modelling, identified gaps and ensured on-time delivery of all deliverables impacting modelling team.

• Pioneered quality assurance standards between enterprise project management document repository (PMUWS – Project Management Universal Work Station) and team SharePoint document repository.

• Led change management and communications within Global Product group; created fliers, newsletters, project plans, progress reports and metrics tracking presentations

• Led monitoring & control of over-arching product execution governance activities

• Defined, planned and managed a governance project in order to meet the changing needs of the product organization, and establish best practices and efficiencies in the product execution framework.

• Identified opportunities to improve organizational efficiencies including re-design of product execution framework, standardization across projects of project document repositories, asset inventory, project tactical logs, and processes; spear-headed implementation of new processes

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Senior Business Project Manager, Contract

Feb 2016 - May 2016

 

• Provided effective support to the product owner based on East-Coast short-term in starting onsite resource

• Gathered requirements and conceptualized functional design phases for the international wholesale banking products; which enabled monetary interaction among financial institutions that increased operational and customer efficiencies and market share

• Worked closely with business analysts in ensuring successful and accurate business requirements development, while facilitating cross-trainings of new hire

• Played an active role in generating global expansion initiatives and product requirements for Canada Treasury Management, under Wholesale Banking International

 

International IT Project Manager, Contract

Aug 2013–Jan 2015

• Pioneered the initiation, partner engagement, and status tracking for an enterprise customer relationship management (CRM) tool implementation for 18 global banking offices throughout the US, APAC, Canada, and EMEA in 2013 and 2014, along with Canadian Commercial Real Estate, Commercial and Corporate offices in 2014

• Distinguished and successfully mitigated multibillion-dollar compliance loopholes

• Developed wholesale business tools for Program Management Office and Customer Due Diligence Program

• Successfully created a space for various groups of international compliance stakeholders, while handling a project for a federal government mandate that established sufficient customer due diligence to prevent financial crimes

• Ensured alignment with compliance requirements, which significantly identified and mitigated serious gaps

 

Pacific Gas & Electric Company, Various Locations

Project Management Consultant

Walnut Creek, CA

Jul 2015–Dec 2015

• Completed a $2.72M document scanning, data entry, and application development for pilot and proof of concept that transformed applicable data from gas distribution as-built records into an enterprise document management system

• Conceptualized the design of project plans, while managing risk logs and generating mitigation plans

• Led a change management project in collaboration with Change Management Team and other mapping supervisors

• Successfully managed the Pacific Gas and Electric (PG&E) gas operations and distribution as-built record collection project

 

Project Management Consultant

San Ramon, CA

Mar 2015–Jul 2015

• Enforced and administered ongoing project management protocols for short-term project

• Coordinated with PG&E stakeholders and reporting analysts in redefining parameters by which PG&E project managers, project control analysts, and engineers are measured

• Demonstrated effectiveness in handling the successful completion and implementation of PG&E electric transmission services and scorecard analysis project

 

Kaiser Permanente, Oakland CA

Intermediate Business Consultant | Infrastructure PM, Contract

Feb 2012–Jun 2013

• Provided expert leadership and support to a regional team of five implementation project managers with more than 200 project deployments and technology infrastructure improvements in excess of $75.3M across WLAN, Wireless, VoIP, and Voice technologies

• Assisted the implementation of new PMO and development of best practice processes, while maintaining PMO compliance

• Directed Primavera P6 rollout initiatives within the region, which involved mentoring and assisting project managers in utilizing the tool

• Directed all facets of KPIT infrastructure program within the PMO

 

Business Analyst Consultant

Jan 2011 - Mar 2011           

• Conducted extensive research within Kaiser's Health Care Certification Compliance processes for Northern California Compliance and Privacy Department; identified compliance loopholes and cost savings opportunities (immediate
  $15k savings); drafted and presented formal proposals for process changes to senior leadership

 

Accenture, Various Locations

Process Specialist | Project Coordinator, FTE

San Francisco, CA (Remote)

Jul 2006–Oct 2008

• Co-managed development and integration process of a new web-based best practice business process model tool in which CGS and Retail business models were analyzed and integrated into the tool each quarter; coordinated technology and security teams on Identity Access Management requirements and logistics

 

Client Site PMO Office Manager | Project Coordinator, Kaiser Permanente Accounts, FTE

Oakland, CA

Aug 2004-Jul 2006

• Managed Kaiser Permanente Account Management Office – up to 400 account members; 15+ senior executives.

 

Human Resources Program Consultant, Contract

San Francisco, CA (remote)

Mar 2011–Nov 2011

• Provided creative staffing solutions to promote key business development growth in the health practice of a global consulting firm - over 18 health and revenue clients

 

Subud California at Marin, San Anselmo, CA

Committee Chair and Business Development Lead, Volunteer

April 2018 - Present

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Committee Secretary, Volunteer

Aug 2016 - April 2018

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Business and Property Manager, Part-Time

2001-2003

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General Motors, Detroit, MI

Marketing and Public Relations Intern  

Jan 1998-Jun 1998