Project Portfolio

Marine Midland Bank

  1. National market pricing automation – 6 months
  2. Finance department automation and workforce downsize – 2 years
  3. Lease pricing profitability portfolio analysis and model pricing – 6 months

M&T Bank

  1. Automate Branch Contribution Modeling – 1 year
  2. Automate Strategic Business Unit Planning Modeling – 2 years
  3. Broker Dealer product selection RFP process – 1 year
  4. M&T Securities Business Plan – 6 months

First Niagara Bank

  1. Third Party Broker Dealer(BD) selections process – 1 year
  2. Third Party BD conversion from UVest to LPL Financial – 6 months
  3. Asset and personnel conversion National City – 6 months
  4. Asset and personnel conversion Harleysville National Bank – 6 months
  5. Asset and personnel conversion Alliance National Bank – 1 year
  6. Asset and personnel conversion HSBC Upstate NY – 1 year
  7. Operations department design and buildout – 1 year
  8. Commission System upgrade – 8 months
  9. Data warehouse build out product pricing & KPI. – 6 months
  10. Advisor scorecard development – 6 months

Project Involvement

  1. Gather due diligence data during acquisitions
  2. Develop project scope and design goals
  3. Manage RFP process where required
  4. Quarterback stakeholders
    1.  Sales
    2. Finance
    3. Legal
    4. Compliance
    5. Vendor Risk Management
    6. Bank Information Technology Groups
    7. Third Party Vendor Teams
    8. Retail Bank Branch Teams
  5. Work with developers, operations teams and hardware specialist
  6. Design and implement testing for new/upgraded systems
  7. Organized focus groups and incorporate with testing/user acceptance
  8. Develop end user training for system implementation