Strategic Program Manager with 10+ years driving enterprise technology transformation programs in financial services and healthcare sectors, specializing in cloud migration initiatives and regulatory compliance programs
Proven track record orchestrating programs up to $12M across distributed teams spanning multiple geographies, translating complex technical requirements into executive-level strategy while delivering measurable business outcomes
Expert in establishing program governance frameworks, managing cross-functional dependencies, and influencing strategic roadmaps across Engineering, Product, Operations, and Business stakeholder groups
Professional Experience
Fidelity Investments
Senior Program Manager
March 2020 – Present
Lead enterprise-scale technology programs for the Wealth Management division, managing portfolio of initiatives supporting 8M+ customer accounts and $2.3T in assets under management
Directed $8.5M cloud infrastructure modernization program spanning 7 concurrent projects across Platform Engineering, Security, Data Analytics, and Customer Experience teams, coordinating 45+ cross-functional resources across Boston, Durham, and Bangalore to deliver unified AWS migration 5 weeks ahead of schedule, resulting in $3.2M annual cost savings and 42% improvement in application performance
Established executive program governance framework and steering committee cadence for technology portfolio, providing data-driven insights that influenced $15M in annual investment allocation decisions, redirecting resources from underperforming legacy initiatives to strategic digital transformation priorities
Orchestrated regulatory compliance program addressing SEC custody rule modernization across 5 business units, managing dependencies between legal review, system modifications, operational procedure updates, and audit preparation workstreams, achieving 100% compliance certification with zero findings during regulatory examination
Led agile transformation initiative across 6 product development teams, implementing SAFe framework and establishing Program Increment planning cadence, resulting in 38% reduction in time-to-market for new features and 55% decrease in cross-team blocking dependencies
Designed and implemented program management office standards and templates adopted across 12-person PMO organization, reducing program reporting overhead by 35% while improving executive visibility into portfolio health, risks, and strategic alignment
Kaiser Permanente
Program Manager
June 2017 – February 2020
Managed healthcare technology programs supporting clinical operations across Northern California region serving 4.5M members
Directed $4.2M Epic EMR integration program coordinating 8 concurrent implementation projects across 15 medical centers, aligning cross-functional teams spanning Clinical Operations, IT Infrastructure, Training, and Change Management to deliver unified patient records system, resulting in 28% improvement in clinical documentation time and 99.2% user adoption within 6 months
Managed HIPAA compliance and data privacy program across technology portfolio, establishing governance processes and conducting risk assessments for 12 major system initiatives, ensuring zero compliance violations during 18-month program duration and achieving "exceeds expectations" rating in external privacy audit
Orchestrated telehealth platform expansion program spanning technology implementation, provider training, patient communication, and regulatory approval workstreams across 8 specialties, enabling 250K+ virtual visits in first year and improving patient access scores by 34%
Established dependency management framework and cross-program coordination rituals for healthcare IT portfolio, reducing schedule conflicts between concurrent initiatives by 60% and improving resource utilization efficiency by 25%
Accenture
Project Manager / Program Manager
August 2014 – May 2017
Progressed from Project Manager to Program Manager role, delivering technology consulting engagements for Fortune 500 clients in financial services sector
Promoted to Program Manager (January 2016) based on demonstrated ability to manage increasing scope and stakeholder complexity across multiple client engagements
Led digital banking transformation program for regional bank client spanning mobile app redesign, API integration, legacy system modernization, and organizational change management across 4 concurrent projects with $3.8M budget, delivering 3 months ahead of contractual timeline and achieving 96% client satisfaction score
Managed cross-functional program team of 28 consultants, client staff, and offshore development resources across 3 time zones, establishing communication protocols and decision-making frameworks that reduced escalations by 45% and improved delivery predictability
Contributed to Accenture's program management methodology development, authoring best practices documentation for distributed team management that was adopted across North America Financial Services practice
Wells Fargo
Associate Project Manager
July 2012 – July 2014
Supported enterprise technology initiatives within Corporate Technology division
Coordinated payment processing system upgrade project affecting 12M+ customer accounts, managing vendor relationships, technical workstreams, and business stakeholder communication throughout 14-month implementation
Supported program manager on regulatory compliance initiative spanning 6 technology projects, maintaining integrated program schedule, tracking cross-project dependencies, and preparing executive status reporting
Skills
Program Management Methodologies SAFe Program Management, Agile/Scrum, Waterfall, Hybrid Delivery Models, Portfolio Optimization, Cross-functional Program Delivery, Strategic Roadmapping, Dependency Management, Risk & Issue Management, Program Governance, Change Management (Prosci), Earned Value Management
Tools & Platforms Jira, Azure DevOps, Smartsheet, MS Project, Confluence, Monday.com, Tableau, PowerBI, ServiceNow, Slack, Microsoft 365 Suite
Business & Strategic Capabilities Executive Stakeholder Management, Business Case Development, Financial Analysis & Budget Management, Vendor & Partner Management, OKR Framework, Resource Capacity Planning, Organizational Change Leadership, Influence Without Authority
University of California, Berkeley - Haas School of Business
Master of Business Administration (MBA)
May 2017
Concentration: Technology Management and Strategy
University of Washington
Bachelor of Science in Business Administration
June 2012
Major: Information Systems Honors: Magna Cum Laude (GPA: 3.8/4.0)
Certifications
Program Management Professional (PgMP)
Project Management Institute
2019
Project Management Professional (PMP)
Project Management Institute
2016
SAFe Program Consultant (SPC)
Scaled Agile
2021
Certified Scrum Master (CSM)
Scrum Alliance
2018
Awards and Recognition
Program Excellence Award
Fidelity Investments
2022
Recognized among top 5% of program managers enterprise-wide for delivering cloud migration program 5 weeks ahead of schedule while achieving $3.2M cost savings and maintaining zero security incidents during transition
Client Partnership Award
Accenture Financial Services
2017
Honored for exceptional stakeholder management on digital banking transformation engagement, achieving 96% client satisfaction score and securing $2.1M contract extension based on program delivery excellence
Innovation Champion Award
Kaiser Permanente
2019
Awarded for implementing cross-program dependency management framework that reduced schedule conflicts by 60% and was subsequently adopted as standard practice across healthcare IT portfolio
Publications and Speaking
"Managing Regulatory Compliance in Healthcare Technology Programs: Lessons from Epic EMR Integration"
PMI Healthcare Community of Practice Newsletter
September 2019
Featured article, 3,200+ downloads
"Scaling Agile Across Distributed Financial Services Teams"
PMI Global Conference, Philadelphia
October 2021
Presentation, Audience: 250+ program management professionals
"The Hidden Cost of Poor Dependency Management in Enterprise Programs"
LinkedIn Article Series
March 2023
3-part series, 18,500+ views, republished in PMI Program Management Insights newsletter
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