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SHERRE COLLINS, SENIOR CONSULTANT, MBA
collinsconsulting@q.com, 612-991-3624, http://www.linkedin.com/in/sherrecollins, 12115 Illies Avenue North, Hugo, MN 55038
SENIOR CONSULTA NT – Business Solution Architect
Dynamic and forward-thinking leader generating outstanding results for industry leading companies in the health, financial,
manufacturing, travel, non-profit, law, and government industries. Partners with business and IT to bridge business needs to technology
solutions. Vast experience leading globally dispersed teams of employees, contractors, and vendor partners. Develops strategic roadmaps,
business capabilities and processes. Led successful strategic initiatives in Business Transformation/Organizational Change, ERP, Strategy,
BI/Data Warehouse, System Integration, BPM, Outsourcing, and more. Proven track record of exceptional accomplishments in fast paced,
demanding, and rapidly-changing environments for major global companies. Instrumental in identifying, designing, building, and
implementing multi-national programs with budgets exceeding $100MM across all operational areas. Exemplary at strategic visioning, road
mapping, organizational change, process improvement, application development, cultural change, and cross-organizational management.
Consistently brings people together to successfully collaborate across functional, organizational, and geographical b oundaries.
SKILLS
General  Obtain and clarify internal and external user needs
 Develop as-is and to-be process maps
 Analyze system metrics and customer data sources
 Facilitate prioritization and decision making across global and business needs
 Identify and analyze solution requirements
 Develop clear documentation and communication of solution requirements
 Customer experience improvement
 EHR, ERP PeopleSoft (Aspen Financials).
 Organizational Transformation, Change Management. Examples: Transform Donaldson Co. from
siloed entities to integrated Global Sourcing, Transition Allianz from field sales offices to automated
brokerage distribution channel, transition to completely paperless mortgage processing, transition
from nonprofit totally paper to EHR and ERP, transition Ramsey County from internal IT support to
outsourced support, supply chain, and more
 Strategic Planning, Road Mapping, Development and Initiation of Projects and Programs.
 Infrastructure, Development, Package Integration.
 Vendor Relations, Negotiating Contracts.
 Business Continuation, Disaster Recovery.
 Business Intelligence, Data Warehouse, Reporting, Internet, Intranet, Portals.
 Helped prepare and open 3 new start-ups
ERP/EHR PeopleSoft, Aspen Financials, Ariba (Purchasing), CareDirector (clinical), EPIC (Physician, Clinic, Hospital),
Hyperion (Budget), Lawson (Payroll), Microsoft Dynamics AX, Summit HR and Payroll, SCM, SAP, The System
Works (Manufacturing), JD Edwards, MyEvolv (Netsmart)(Medical)
Industry Experience Healthcare, Financial Services, Manufacturing, Travel, Non-Profit, Government, Legal Services
BI/Data Warehouse Business Objects, Cognos, Hyperion, DTS, Informatica, OBIEE, OLAP
Databases Meta, ODS, Schema, Star, Relational, Flat; IBM, Microsoft, Oracle, SQL, Sybase, RDBMS
Desktop Adobe Photoshop, Clip Art, Excel, One Note, PowerPoint, Project, Word, Visio
Web Content Management, HML, XML, SEO, Web page development
Methodologies Iterative, ITIL, Method-1, RUP, SDLC, Waterfall, Scaled Agile/Scrum
Infrastructure IBM, LAN, Microsoft, PICK, WAN, Active Directory, SaaS, Cloud, Client/Server, Mainframe, Desktop
Proprietary Platforms CRM, manufacturing/order entry, mortgage, partner interfaces
Project Tools Excel, Microsoft Project, Workbench, SharePoint, PPM Optics, Mindjet, Rally, Kanban, Mind Map, Jira (Agile
dashboard), Confluence (project site, design & creative Word docs), Giffy, Perforce (shared program docs)
Business Process
Management
IBM/Lombardi
Other Remedy, Winrunner test suite, Synchronization, Chron, C, C+, C++, FORTRAN, COBOL, PowerBuilder
PROFESSIONAL EXPERIENCE - Strategic leader, committed to fostering unique business and technology objectives.
Specializing in high-end strategic corporate projects. Versatile position skillset, including Business Solution Architect, Management Consultant,
Portfolio Manager, Program Manager, Project Manager.
LEVEL 6 SR. PROJECT MANAGER, GLOBAL PAYROLL AND HR
Wells Fargo – Minneapolis – Global Payroll and HR July 2017 - present
Led organizational and process changes worldwide.
PROGRAM MANAGER, EHR
Catholic Charities of Minneapolis/St. Paul – Minneapolis-EHR Aug 2016 – Oct 2016
Led selection of EHR application for 13 programs.
• Led system performance improvement, and gap analysis of Netsmart’s MyEvolv, existing EHR.
• Mentored BA and PM.
• Discovered that a new EHR package was not needed. Developed plan for reconfiguring existing package, reducing project from three
years to six weeks.
SR. INFRASTRUCTURE PROGRAM MANAGER
Optum – Plymouth-Corporate technology, infrastructure Mar 2015 – Mar 2016
Led $240MM dollar strategic security program for 55 mergers/acquisitions to migrate to Active Directory on the enterprise platform.
• Managed 9 Project Managers and a core team of M&A Directors, Engineers and Architects.
• Re-engineered the Playbook for integrating future acquisitions.
• Led multiple enterprise-wide infrastructure initiatives and migrations.
• Converted 35 acquisitions to enterprise platform.
BI PROJECT MANAGER
Rust Consulting – Minneapolis, MN-Class action settlement program management Nov 2014-February 2015
Led $400k BI reporting program to provide information for the Federal Reserve Board, OCC, and major banks regarding complaint s and
lawsuits.
• Corrected anomalies in logic and databases.
• Managed changes to reporting databases and processes.
• Documented reporting architecture.
• Reported progress to state and federal government agencies.
ERP PROGRAM MANAGER
Rise – Spring Lake Park, MN-nonprofit Mar 2014-Oct 2014
Led $160,000 ERP transition program for all five of Rise’s service lines.
• Work streams included ERP Strategic Roadmap, Business Process Improvement Plan, Organizational Change Plan Transition Plan,
Infrastructure, and Vendor Selection.
• Successfully completed project inception, As-Is documentation, to-be documentation, RFI, RFP, and selection of 2 software vendors
and a host vendor.
• Introduced new infrastructure, software, architecture, services, and business processes.
• Documented As-Is business processes to be transitioned to new ERP and EHR systems.
SR. ERP PROJECT MANAGER
Ramsey County – St. Paul, MN-Local Government Mar 2013 -Nov 2013
Successfully delivered a $350k decision and plan for outsourcing ERP.
• Led executive decision makers through ERP assessment, strategic decisions.
• Collaborated with Service Providers to conduct a series of outsourcing workshops.
• Developed a five-year plan for Hosted and Application Managed Services, proceeding through the RFP-Vendor SelectionContract life
cycle through a plan for migrating and upgrading PeopleSoft and Hyperion.
• Developed a series of Current, Should-Be, and Future models of Total Cost of Ownership, Organizational Design, Resource Forecast,
Workflow, and Organizational Change.
• Developed a Transition Plan addressing people, processes, and infrastructure. Provided Best Practices and templates for RFP, MSA,
Articles, and Attachments.
SR. PROJECT MANAGER, CONSULTANT, MED INSURANCE DELIVERY
Express Scripts – Bloomington, MN-Major health insurance processor Aug 2011-Apr 2012
Managed Claims Department $450k in major enhancements and releases.
• Managed all project aspects, leading five large Claims projects concurrently. Directed a multinational team that included employees
and contractors, as well as onshore and offshore technology partners.
• Delivered releases in a challenging development cycle.
• Partnered with a highly matrixed client team to define requirements, work with offshore developers, ran a multi-located team
through the full test cycle, and delivery.
MANAGEMENT CONSULTANT, AUTOMATED BUSINESS PROCESS STRATEGY
Cytec – Belgium-Major global manufacturer Apr 2011-Aug 2011 Led
$300k advisory effort to recommend BPMS opportunities for global chemical manufacturer Cytec.
• Conducted research, facilitated workshops, and produced recommendations for executive steering committee. Facilitated a
management team located in multiple European countries as well as two US locations.
• Educated decision makers in opportunities in the industry, products and vendors that most fully would meet their needs, discussed
best practices, and connected them with some of my other clients to discuss experiences in companies of similar size and
requirements. Led them through two workshops to determine strategic direction and prepared the proposal.
SR. PROJECT MANAGER, CONSULTANT, EPIC IMPLEMENTATION
Fairview/UMP - St. Paul, MN-Major health care organization, hospitals, clinics Dec 2010 -Feb 2011 Led
$750k Epic implementation/deployment for high visibility medical specialty groups.
• Facilitated configuration.
• User access security troubleshooting.
• Cleaned up critical environmental and database issues.
• Rectified organizational and project issues.
• Resolved cross-organizational issues in clinical and hospital environments.
PROGRAM MANAGER, CONSULTANT, BUSINESS INTELLIGENCE, EXECUTIVE SCORECARD
Carlson Wagonlit - Golden Valley, MN- Leading travel services organization Dec 2009 -Dec 2010
Led $650k Business Enterprise Executive Scorecard Program to improve mid-manager productivity by 60%
• Facilitated cross-organizational executive collaboration on shared KPIs.
• Directed selection of OBIEE, Oracle, and Informatica.
• Managed IT, business, and vendor teams to successfully roll out an Executive Performance Management Dashboard.
• Used Agile Scrum to develop user products and interfaces.
VP/PROGRAM MANAGER, TRANSFORMATION
Allianz Life- Golden Valley, MN-Retirement solutions, including fixed and variable annuities, life insurance Nov 2008 – Dec 2009
Led $60MM Enterprise Transformation to sell fixed annuity products through automated broker dealer channel rather than field sales offices.
Overhauled business model and revamped core business processes, technology, organizational design, and company culture. Facilitated
fundamental cultural change to generate effective teamwork across functional and organizational lines. Applied across mergers/acquisitions.
• Successfully launched stalled initiative to deliver dramatic process and organizational changes to emerging industry platforms within
first six months.
• Re-negotiated technology contracts for $4MM savings within first 60 days.
• Helped set up PMO. Identified strategic objectives and best practices. Assisted with business leader meetings.
VP PROGRAMS AND STRATEGIC BUSINESS INITIATIVES
First American Quantrix Valuation –Minneapolis, MN- Mortgage appraisal partnership with Chase Bank Sept 2006 – Oct 2008
$10M annual budget for Merger/Acquisition/Partnership between First American and Chase. Led business and technology strategy, road
mapping, and major programs/projects. Managed technology and strategy with focus on growth and business expansion using a proprietary
technology property valuation platform for new joint venture. Oversaw staff of 200+ in technology support, compliance, busine ss
continuation, and disaster recovery.
• Created 60% savings by re-negotiating First American Corporations contracts and leases.
• Redesigned platform to accommodate 24 new products and eight new major clients in the first year and a half.
• Produced business process necessary to operate new technology platform within initial 3 days of ope ration.
• Established 7 strategic vendor partners within 6 months of operations.
• Created PMO, developed strategic objectives, developed best practices.
MANAGEMENT CONSULTANT -PROCESS RE-ENGINEERING
Fairview/UMP-St. Paul, MN- Major health care organization – hospitals and clinics Jan 2006-Sept 2006
• $400k - Prepared IT to support EPIC transition and to adopt ITIL. Performed requirements gathering, IT process change, training,
documentation.
SR. PROGRAM MANAGER – CONSULTANT-PAPERLESS PROGRAM
GMAC-RFC - Bloomington, MN- Major mortgage processor Jan 2005 -Jan 2006
• Led $1.5M program to transform mortgage financing business from paper to electronic. Led department heads through strategic
and operational planning. Re-engineered processes, led organizational and cultural change, and migrated to new technical
architecture and infrastructure. Integrated new packages and applications, and upgraded legacy systems. Presented proposal for
merger with another division.
MANAGEMENT CONSULTANT - FINANCIAL PLANNING TECHNOLOGY
American Express Financial Advisors - Minneapolis, MN- Financial services and products Apr 2004-Jan 2005
• Crafted $250k business and technology architecture to improve Product Development, Financial Planning, IT, Field Sales.
Successfully Implemented $750k-project for new financial planning decision support engine and application in less than one year.
PROGRAM MANAGER – CONSULTANT-GLOBAL SECURITY PROGRAM
American Express-Minneapolis, MN- Major global credit card and financial services company Apr 2003-Apr 2004
Created and directed $80MM strategic business and technology program to upgrade to world class enterprise security. Multi-national business
and technology team of 75.
• Led strategic planning, process re-engineering, organizational change, cultural change, and state of the art technology development
to elevate the function of Security across American Express, globally.
• Program scope included business and technology Roadmap, infrastructure, business processes, organizational change, and policy
revision.
• Coached an executive to become Security Officer.
MANAGING DIRECTOR, SENIOR VICE PRESIDENT-TECHNOLOGIES- BROKERAGE PORTFOLIO
RBC Dain Rauscher–Minneapolis, MN- Brokerage and investment banking firm Apr 2000 – Apr 2003
Managed $8MM annual portfolio of back office brokerage applications development and support for major brokerage firm including people,
processes, architecture, infrastructure, and systems.
• Transformed IT for scaling to double size. Re-engineered all IT processes and added methodology and best practices.
• Led application work resulting from mergers/acquisitions.
SENIOR VICE PRESIDENT TECHNOLOGIES- BUSINESS LINE PORTFOLIOS
American Express Global Technologies – Minneapolis, MN Nov 1994 – Apr 2000
Major financial services and global credit card organization
Managed $300MM annual budget for technology Portfolios for 4 lines of business, partnering with CEOs. Responsible for technology for 2
new businesses – Financial Institution Group, bringing financial planning to banks/partners, and AEFA Japan, establishing a Japanese
financial planning company.
• Managed a global staff including employees, contractors, and vendor partners.
• Directed the setup of a PMO. Developed guidelines for business justification and best practices
• For Third Party Distribution line of business modeled each function and service provided by the company, with strengths and
weaknesses, and correlated to a Roadmap of planned projects and improvements. Adjusted the Roadmap to reflect more
investment in the products and customers, which resulted in profitability within a year.
• Redesigned 401k recordkeeping model which resulted in a 30% reduction of the cost of ownership.
IT MANAGER- FINANCIAL REPORTING
Northwest Airlines – Delta, MN Nov 1991 – Nov 1994
Global airline
Managed a team of programmer analysts and a DBA, partnering with financial analysts to provide reports to the CEO.
EDUCATION & RECOGNITION
Certified Agile Practitioner (PMI-ACP) November 2013
Certified Scrum Master (CSM) November 2013
Cross functional team award by client December 2010
Chosen as one of the top ten MBAs in Minnesota by board of Minnesota colleges May 1987
M.B.A, Information Management – University of St. Thomas; Cum Laude May 23, 1987
B.S., Psychology – Bemidji State University; Cum Laude June 1, 1975
B.S., English – Bemidji State University; Cum Laude June 1, 1975

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Senior Consultant Sherre Collins MBA Profile

  • 1. SHERRE COLLINS, SENIOR CONSULTANT, MBA collinsconsulting@q.com, 612-991-3624, http://www.linkedin.com/in/sherrecollins, 12115 Illies Avenue North, Hugo, MN 55038 SENIOR CONSULTA NT – Business Solution Architect Dynamic and forward-thinking leader generating outstanding results for industry leading companies in the health, financial, manufacturing, travel, non-profit, law, and government industries. Partners with business and IT to bridge business needs to technology solutions. Vast experience leading globally dispersed teams of employees, contractors, and vendor partners. Develops strategic roadmaps, business capabilities and processes. Led successful strategic initiatives in Business Transformation/Organizational Change, ERP, Strategy, BI/Data Warehouse, System Integration, BPM, Outsourcing, and more. Proven track record of exceptional accomplishments in fast paced, demanding, and rapidly-changing environments for major global companies. Instrumental in identifying, designing, building, and implementing multi-national programs with budgets exceeding $100MM across all operational areas. Exemplary at strategic visioning, road mapping, organizational change, process improvement, application development, cultural change, and cross-organizational management. Consistently brings people together to successfully collaborate across functional, organizational, and geographical b oundaries. SKILLS General  Obtain and clarify internal and external user needs  Develop as-is and to-be process maps  Analyze system metrics and customer data sources  Facilitate prioritization and decision making across global and business needs  Identify and analyze solution requirements  Develop clear documentation and communication of solution requirements  Customer experience improvement  EHR, ERP PeopleSoft (Aspen Financials).  Organizational Transformation, Change Management. Examples: Transform Donaldson Co. from siloed entities to integrated Global Sourcing, Transition Allianz from field sales offices to automated brokerage distribution channel, transition to completely paperless mortgage processing, transition from nonprofit totally paper to EHR and ERP, transition Ramsey County from internal IT support to outsourced support, supply chain, and more  Strategic Planning, Road Mapping, Development and Initiation of Projects and Programs.  Infrastructure, Development, Package Integration.  Vendor Relations, Negotiating Contracts.  Business Continuation, Disaster Recovery.  Business Intelligence, Data Warehouse, Reporting, Internet, Intranet, Portals.  Helped prepare and open 3 new start-ups ERP/EHR PeopleSoft, Aspen Financials, Ariba (Purchasing), CareDirector (clinical), EPIC (Physician, Clinic, Hospital), Hyperion (Budget), Lawson (Payroll), Microsoft Dynamics AX, Summit HR and Payroll, SCM, SAP, The System Works (Manufacturing), JD Edwards, MyEvolv (Netsmart)(Medical) Industry Experience Healthcare, Financial Services, Manufacturing, Travel, Non-Profit, Government, Legal Services BI/Data Warehouse Business Objects, Cognos, Hyperion, DTS, Informatica, OBIEE, OLAP Databases Meta, ODS, Schema, Star, Relational, Flat; IBM, Microsoft, Oracle, SQL, Sybase, RDBMS Desktop Adobe Photoshop, Clip Art, Excel, One Note, PowerPoint, Project, Word, Visio Web Content Management, HML, XML, SEO, Web page development Methodologies Iterative, ITIL, Method-1, RUP, SDLC, Waterfall, Scaled Agile/Scrum Infrastructure IBM, LAN, Microsoft, PICK, WAN, Active Directory, SaaS, Cloud, Client/Server, Mainframe, Desktop Proprietary Platforms CRM, manufacturing/order entry, mortgage, partner interfaces Project Tools Excel, Microsoft Project, Workbench, SharePoint, PPM Optics, Mindjet, Rally, Kanban, Mind Map, Jira (Agile dashboard), Confluence (project site, design & creative Word docs), Giffy, Perforce (shared program docs) Business Process Management IBM/Lombardi Other Remedy, Winrunner test suite, Synchronization, Chron, C, C+, C++, FORTRAN, COBOL, PowerBuilder
  • 2. PROFESSIONAL EXPERIENCE - Strategic leader, committed to fostering unique business and technology objectives. Specializing in high-end strategic corporate projects. Versatile position skillset, including Business Solution Architect, Management Consultant, Portfolio Manager, Program Manager, Project Manager. LEVEL 6 SR. PROJECT MANAGER, GLOBAL PAYROLL AND HR Wells Fargo – Minneapolis – Global Payroll and HR July 2017 - present Led organizational and process changes worldwide. PROGRAM MANAGER, EHR Catholic Charities of Minneapolis/St. Paul – Minneapolis-EHR Aug 2016 – Oct 2016 Led selection of EHR application for 13 programs. • Led system performance improvement, and gap analysis of Netsmart’s MyEvolv, existing EHR. • Mentored BA and PM. • Discovered that a new EHR package was not needed. Developed plan for reconfiguring existing package, reducing project from three years to six weeks. SR. INFRASTRUCTURE PROGRAM MANAGER Optum – Plymouth-Corporate technology, infrastructure Mar 2015 – Mar 2016 Led $240MM dollar strategic security program for 55 mergers/acquisitions to migrate to Active Directory on the enterprise platform. • Managed 9 Project Managers and a core team of M&A Directors, Engineers and Architects. • Re-engineered the Playbook for integrating future acquisitions. • Led multiple enterprise-wide infrastructure initiatives and migrations. • Converted 35 acquisitions to enterprise platform. BI PROJECT MANAGER Rust Consulting – Minneapolis, MN-Class action settlement program management Nov 2014-February 2015 Led $400k BI reporting program to provide information for the Federal Reserve Board, OCC, and major banks regarding complaint s and lawsuits. • Corrected anomalies in logic and databases. • Managed changes to reporting databases and processes. • Documented reporting architecture. • Reported progress to state and federal government agencies. ERP PROGRAM MANAGER Rise – Spring Lake Park, MN-nonprofit Mar 2014-Oct 2014 Led $160,000 ERP transition program for all five of Rise’s service lines. • Work streams included ERP Strategic Roadmap, Business Process Improvement Plan, Organizational Change Plan Transition Plan, Infrastructure, and Vendor Selection. • Successfully completed project inception, As-Is documentation, to-be documentation, RFI, RFP, and selection of 2 software vendors and a host vendor. • Introduced new infrastructure, software, architecture, services, and business processes. • Documented As-Is business processes to be transitioned to new ERP and EHR systems. SR. ERP PROJECT MANAGER Ramsey County – St. Paul, MN-Local Government Mar 2013 -Nov 2013 Successfully delivered a $350k decision and plan for outsourcing ERP. • Led executive decision makers through ERP assessment, strategic decisions. • Collaborated with Service Providers to conduct a series of outsourcing workshops. • Developed a five-year plan for Hosted and Application Managed Services, proceeding through the RFP-Vendor SelectionContract life cycle through a plan for migrating and upgrading PeopleSoft and Hyperion. • Developed a series of Current, Should-Be, and Future models of Total Cost of Ownership, Organizational Design, Resource Forecast, Workflow, and Organizational Change. • Developed a Transition Plan addressing people, processes, and infrastructure. Provided Best Practices and templates for RFP, MSA, Articles, and Attachments. SR. PROJECT MANAGER, CONSULTANT, MED INSURANCE DELIVERY Express Scripts – Bloomington, MN-Major health insurance processor Aug 2011-Apr 2012 Managed Claims Department $450k in major enhancements and releases. • Managed all project aspects, leading five large Claims projects concurrently. Directed a multinational team that included employees and contractors, as well as onshore and offshore technology partners.
  • 3. • Delivered releases in a challenging development cycle. • Partnered with a highly matrixed client team to define requirements, work with offshore developers, ran a multi-located team through the full test cycle, and delivery. MANAGEMENT CONSULTANT, AUTOMATED BUSINESS PROCESS STRATEGY Cytec – Belgium-Major global manufacturer Apr 2011-Aug 2011 Led $300k advisory effort to recommend BPMS opportunities for global chemical manufacturer Cytec. • Conducted research, facilitated workshops, and produced recommendations for executive steering committee. Facilitated a management team located in multiple European countries as well as two US locations. • Educated decision makers in opportunities in the industry, products and vendors that most fully would meet their needs, discussed best practices, and connected them with some of my other clients to discuss experiences in companies of similar size and requirements. Led them through two workshops to determine strategic direction and prepared the proposal. SR. PROJECT MANAGER, CONSULTANT, EPIC IMPLEMENTATION Fairview/UMP - St. Paul, MN-Major health care organization, hospitals, clinics Dec 2010 -Feb 2011 Led $750k Epic implementation/deployment for high visibility medical specialty groups. • Facilitated configuration. • User access security troubleshooting. • Cleaned up critical environmental and database issues. • Rectified organizational and project issues. • Resolved cross-organizational issues in clinical and hospital environments. PROGRAM MANAGER, CONSULTANT, BUSINESS INTELLIGENCE, EXECUTIVE SCORECARD Carlson Wagonlit - Golden Valley, MN- Leading travel services organization Dec 2009 -Dec 2010 Led $650k Business Enterprise Executive Scorecard Program to improve mid-manager productivity by 60% • Facilitated cross-organizational executive collaboration on shared KPIs. • Directed selection of OBIEE, Oracle, and Informatica. • Managed IT, business, and vendor teams to successfully roll out an Executive Performance Management Dashboard. • Used Agile Scrum to develop user products and interfaces. VP/PROGRAM MANAGER, TRANSFORMATION Allianz Life- Golden Valley, MN-Retirement solutions, including fixed and variable annuities, life insurance Nov 2008 – Dec 2009 Led $60MM Enterprise Transformation to sell fixed annuity products through automated broker dealer channel rather than field sales offices. Overhauled business model and revamped core business processes, technology, organizational design, and company culture. Facilitated fundamental cultural change to generate effective teamwork across functional and organizational lines. Applied across mergers/acquisitions. • Successfully launched stalled initiative to deliver dramatic process and organizational changes to emerging industry platforms within first six months. • Re-negotiated technology contracts for $4MM savings within first 60 days. • Helped set up PMO. Identified strategic objectives and best practices. Assisted with business leader meetings. VP PROGRAMS AND STRATEGIC BUSINESS INITIATIVES First American Quantrix Valuation –Minneapolis, MN- Mortgage appraisal partnership with Chase Bank Sept 2006 – Oct 2008 $10M annual budget for Merger/Acquisition/Partnership between First American and Chase. Led business and technology strategy, road mapping, and major programs/projects. Managed technology and strategy with focus on growth and business expansion using a proprietary technology property valuation platform for new joint venture. Oversaw staff of 200+ in technology support, compliance, busine ss continuation, and disaster recovery. • Created 60% savings by re-negotiating First American Corporations contracts and leases. • Redesigned platform to accommodate 24 new products and eight new major clients in the first year and a half. • Produced business process necessary to operate new technology platform within initial 3 days of ope ration. • Established 7 strategic vendor partners within 6 months of operations. • Created PMO, developed strategic objectives, developed best practices. MANAGEMENT CONSULTANT -PROCESS RE-ENGINEERING Fairview/UMP-St. Paul, MN- Major health care organization – hospitals and clinics Jan 2006-Sept 2006 • $400k - Prepared IT to support EPIC transition and to adopt ITIL. Performed requirements gathering, IT process change, training, documentation. SR. PROGRAM MANAGER – CONSULTANT-PAPERLESS PROGRAM GMAC-RFC - Bloomington, MN- Major mortgage processor Jan 2005 -Jan 2006 • Led $1.5M program to transform mortgage financing business from paper to electronic. Led department heads through strategic and operational planning. Re-engineered processes, led organizational and cultural change, and migrated to new technical architecture and infrastructure. Integrated new packages and applications, and upgraded legacy systems. Presented proposal for merger with another division. MANAGEMENT CONSULTANT - FINANCIAL PLANNING TECHNOLOGY American Express Financial Advisors - Minneapolis, MN- Financial services and products Apr 2004-Jan 2005
  • 4. • Crafted $250k business and technology architecture to improve Product Development, Financial Planning, IT, Field Sales. Successfully Implemented $750k-project for new financial planning decision support engine and application in less than one year. PROGRAM MANAGER – CONSULTANT-GLOBAL SECURITY PROGRAM American Express-Minneapolis, MN- Major global credit card and financial services company Apr 2003-Apr 2004 Created and directed $80MM strategic business and technology program to upgrade to world class enterprise security. Multi-national business and technology team of 75. • Led strategic planning, process re-engineering, organizational change, cultural change, and state of the art technology development to elevate the function of Security across American Express, globally. • Program scope included business and technology Roadmap, infrastructure, business processes, organizational change, and policy revision. • Coached an executive to become Security Officer. MANAGING DIRECTOR, SENIOR VICE PRESIDENT-TECHNOLOGIES- BROKERAGE PORTFOLIO RBC Dain Rauscher–Minneapolis, MN- Brokerage and investment banking firm Apr 2000 – Apr 2003 Managed $8MM annual portfolio of back office brokerage applications development and support for major brokerage firm including people, processes, architecture, infrastructure, and systems. • Transformed IT for scaling to double size. Re-engineered all IT processes and added methodology and best practices. • Led application work resulting from mergers/acquisitions. SENIOR VICE PRESIDENT TECHNOLOGIES- BUSINESS LINE PORTFOLIOS American Express Global Technologies – Minneapolis, MN Nov 1994 – Apr 2000 Major financial services and global credit card organization Managed $300MM annual budget for technology Portfolios for 4 lines of business, partnering with CEOs. Responsible for technology for 2 new businesses – Financial Institution Group, bringing financial planning to banks/partners, and AEFA Japan, establishing a Japanese financial planning company. • Managed a global staff including employees, contractors, and vendor partners. • Directed the setup of a PMO. Developed guidelines for business justification and best practices • For Third Party Distribution line of business modeled each function and service provided by the company, with strengths and weaknesses, and correlated to a Roadmap of planned projects and improvements. Adjusted the Roadmap to reflect more investment in the products and customers, which resulted in profitability within a year. • Redesigned 401k recordkeeping model which resulted in a 30% reduction of the cost of ownership. IT MANAGER- FINANCIAL REPORTING Northwest Airlines – Delta, MN Nov 1991 – Nov 1994 Global airline Managed a team of programmer analysts and a DBA, partnering with financial analysts to provide reports to the CEO. EDUCATION & RECOGNITION Certified Agile Practitioner (PMI-ACP) November 2013 Certified Scrum Master (CSM) November 2013 Cross functional team award by client December 2010 Chosen as one of the top ten MBAs in Minnesota by board of Minnesota colleges May 1987 M.B.A, Information Management – University of St. Thomas; Cum Laude May 23, 1987 B.S., Psychology – Bemidji State University; Cum Laude June 1, 1975 B.S., English – Bemidji State University; Cum Laude June 1, 1975