Manager, Technical Project Management at Charles Schwab Inc.
San Francisco, CA
United States
October 1999-April 2009
Integration, Project Management (PMO)
Managed cross-enterprise, cross-affiliate program to enhance eCommerce cashiering operations, self-service electronic fund transfers, and retirement payment system.
IT Project Manager, Customer Account Technology, Development Practices
Managed project portfolio and customer domain and strategic alignment of SOA strategy,
Develop WEB services and batch processes,
Created Knowledge Management,
Improved IT Governance,
Managed Customer and Account Data Model,
Internal front door work flow,
Vendor relationships with 3 offshore vendors,
Oversaw staff training for 160 personnel.
Sr. Technical Project Manager, Customer Information Services
Ushered in changes through a complex environment, managing cross-enterprise technical, business, and vendors to support Brokerage and Bank.
Built 32 Websphere MQs for new Investor Checking product.
Developed new Schwab Credit Card project making it WEB accessible, Cross Sell application for Customer Representatives while servicing customers, Improvement to Schwab.com Investor Profile application, Developed Complex Client Relationships application to service customers by household asset tiers, oversaw large data conversions for Cash Rationalization, and IRA account conversions based on household assets. Supported Schwab Technology Privacy initiative through systems analysis and recommendations to improve methods that ensure Information Security systems and procedures meet GLB Act requirements.
Capital Markets & Trading
Privacy rollout of GLB regulation to 10+ business unit's systems and procedures.
Financial Industry-wide Decimalization of Charles Schwab Technology Enterprise-wide system conversions and data store changes to use the decimal standard instead of fractions.
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