Project Manager or Program Manager or Business Manager

NANCY DAMASCHINO 925.451.1405 [email protected] ________________________________________________________________________________ _____ PROFILE A dynamic and dedicated leader offering over 20 years of experience in program a nd project management. Responsive and approachable as team manager and business consultant. Proficient in budgets, risk assessment, communication, and vendor management. Proven success in determining milestones, scoping, and meeting dead lines. Experienced in financial services, eCommerce, insurance. * * * * * * * * *

Project and Program Management Strategic Planning Mergers and Acquisitions * Business Analysis and Modeling Risk Management Leadership Communication * Team Building Testing Problem Solving Budgeting and Control

EXPERIENCE INDEPENDENT CONSULTING: 2003 - PRESENT WELLS FARGO BANK April 2009 - May 2010 Project Manager Managed integration of sales enterprises across Wells Fargo and Wachovia Wealth Management teams. Responsibilities included executing gap analysis, led team of 1 business analyst and multiple business participants in developing a sales str ategy, participated in applications development and testing to support sales sta ff, directed call center work flow process analysis, created management reportin g and communications. DELTA DENTAL April - October 2008 Resource Manager Managed team of 10 business and systems analysts supporting a firm-wide initiati ve to convert claims processing to a vendor platform. Responsibilities included developing new formats for business requirements and use cases, assigning staff across the organization, oversight of team deliverables, interviewing and hirin g, appraisals, project management, business analysis, writing procedures, busine ss process modeling. BLACKHAWK NETWORKS March - December 2007 Project Manager Managed the launch of online retail sales by performing both business analysis a nd project management. Responsible for defining phases, vendor management, re-e ngineering, and implementing new internal policies and procedures. Led team of marketing manager, sale coordinator, analyst, and vendor technical staff.

BARCLAYS GLOBAL INVESTORS September 2006-January 2007 Project Manager Managed current state business analysis of investment books of record across US

and UK regions. Project involved re-engineering to create a global service for portfolio management applications. Led team of one direct report and interactio ns with multiple departments. FEDERAL HOME LOAN BANK OF SAN FRANCISCO February-September 2006 Project Manager Managed project for community investment department. Project involved complianc e with banking regulations, improved customer service, integration with other ba nk systems. Managed project team consisting of 1 developer and 1 business analy st, in addition to a team of 4 subject matter experts. Re-engineered the proces sing of applications and maintenance. Designed a new system in .NET architect ure. Oversight of requirements and functional specifications. CHARLES SCHWAB & CO., INC. September 2003-July 2005 Technical Project Manager 2004-2005 Mutual Funds Technology Regulatory Projects Responsible for full lifecycle management of highly visible projects required as a result of government audit. Projects related to trading practices and custom er data and were subject to strict timelines, senior management oversight, and b udget considerations. Responsibilities included management of 6 developers incl uding offshore staff, budgets, schedules, test plans, technical specification, r equirements, use cases, implementation plans. Obtained knowledge of issues rela ting to regulatory findings, developed reports to business and compliance review , coordination of bi-monthly senior management reviews. Insurance and Annuities Managed the introduction of annuities into mainframe brokerage system. Worked w ith external vendors and internal business units to design an efficient model to interface a new product into an established system. Responsibilities included management of 1 developer, creation of risk analysis for corporate oversight gro up, participation in creation of data model for customer and insurance company i nformation. Developed budget, project plan, specifications, test plan and test scripts. Cost Basis Accounting Performed business analysis of discrepancies between vendor product and internal processes. Responsibilities included management of 2 business analysts, oversi ght of requirements creation, designed methodology for reconciliation, performed trading and dividend analysis . Career Break

2000-2003

FULL TIME EMPLOYMENT: 1975-2000 CHARLES SCHWAB & CO., INC.

1975-2000

1997-2000 Year 2000 Program Management Responsible for firm-wide mainframe testing, third party readiness, industry tes ting, and millennium batch quality assurance. Hired and managed 75 technical an d non-technical staff members. Performed appraisals, monitoring performance and deliverables for both employees and contractors. Created schedules for all work components, developed strategies for identifying and testing existing code to be changed, determined readiness of vendors, manage d required regulatory testing, designed QA for millennium turnover. 1995-1997 Operations Program Office Created PMO and managed team of 20 business project managers to implement portfo lio of projects to support various business organizations. Annual budget in exc

ess of $20 million. * Responsibilities included hiring, training, ongoing appraisals. * Oversaw development of real-time customer ledger, including requirements and t esting * Led effort to create new securities database to hold a wide variety of informa tion for stocks and fixed income instruments. Also involved the pricing of the securities by outside vendors * Responsible for regulatory changes in Operations and Trading * Managed variety of short-term projects such as format changes from industry ve ndors 1994-1995 Operations and Capital Markets Program Office Managed the industry regulatory initiative T+3, a customer billing requirement m andated by the SEC. The project involved interfacing with various business unit s including Operations, Trading, Treasury, and Marketing with a budget in excess of $10 million. * Managed staff of 25 developers and project managers * Restructured business processes to meet new deadlines * Represented firm to impacted clearing organizations * Designed approach and phases * Wrote or reviewed multiply requirements, test plans, and implementation docume nts 1989-1994 Capital Markets Project Manager Responsible as a single contributor for various mainframe projects, all requirin g understanding issues, writing requirements, monitoring development, testing, i mplementation * A redundant mainframe order system involving a remote site and new user screen s * Created a new order entry service for exchange specialists * Implementations for exchange-introduced derivative products * Redesign of procedures for * Billing service for corporate partners * Error analysis for branch employees Pre-1989 positions available on request. EDUCATION BA in English, San Jose State University Classes to complete Masters in English AWARDS Technology Innovation Certificate of Appreciation Award, 1999 Chairman's Club, 1995 Excellence in Service, 1994 LICENSES Series 4 Registered Option Principal Series 7 Registered Securities Representative Series 24 General Securities Principal Series 63 Uniform Securities Agent TECHNICAL/SPECIAL SKILLS MS Office Suite including Excel, Word, PowerPoint, Visio and Project Proficient in RUP and waterfall methodologies Proficient in SharePoint