Banking Assignments

The following are sample banking client assignments, representative of my experience.

Peoples United Bank

Change Portfolio Organization and Management

  • Prioritized, facilitated and expedited processing of portfolio of system enhancements for primary service provider.
  • Designed new project intake and assessment process.

Oriental Financial Group

Technology Transition for Mortgage Portfolio

Engagement / program management for move of 5K loans to new solution.

Oriental Financial Group

Branch Transformation

Integration and process design for introduction of kiosks and ITMs into branch infrastructure.

Comerica Bank

Vendor Management and Hosting Readiness

Managed integration and hosting initiation for Temenos’ Akcelerant system.

Chemical Bank

Preparation for Technology Transformation

  • Processes assessment and reengineering.
  • Readiness for transition.

TIAA Bank / Everbank

Technology Integration Post-Acquisition

  • 11 projects to transition to consolidated, multi-provider solutions for combined bank.
  • New solutions, integrations and interfaces.
  • Rebranding.

First Republic Bank

Preparation for Technology Transformation

  • Processes assessment and reengineering.
  • Readiness for transition.