Project Manager - Foreign Exchange System

Invited by the Vice-Chairman of the bank to manage the selection, development and implementation of a Foreign Exchange trading and settlement system. There was a critical need to replace a mainframe system that was not Year 2000 compliant. A long term and high-risk project, the replacement system was successfully implemented in the fall of 1998. This was accomplished by integrating a popular wholesale banking system with an internally developed environment. This transformation satisfied the special business needs of the organization. This was accomplished, using internal resources, for 25% of the cost proposed by a major consulting firm. Coincidentally, the system being replaced was that which I had designed, developed and installed fifteen years before.

Banking Operations Consultant - Offshore Trust Operations

Engaged to manage the change process in a Global Trust Transformation project. This involved the development and presentation of a popular change awareness program based on the book "Who Moved My Cheese?" © by Spencer Johnson. Out of this grew WorkSmart, a business process re-engineering initiative (UK and Bahamas Trust Companies) which prepared those operations for the upcoming merger with JP Morgan.

Caretaker Manager - Offshore Trust Company (Bahamas)

As the result of the resignation of four senior managers and the success of the WorkSmart program, invited to assume a leadership role and, for a period of eight months, led the 40 employees through a difficult audit and pre-merger transition. This pleasant and highly successful assignment reinforced people management skills.

Project Manager Euro Conversion (Texas)

Representing the Texas operation, served on Chase’s Global Team as Project Manager responsible for designing and implementing accounting and system changes for all of Chase Bank of Texas’ foreign currency operations. The conversion and transition was accomplished in less than six hours on January 1, 1999 with a variance of only three cents on a portfolio in excess of over a billion dollars.

Project Manager – International Collections – Development and Implementation.

Engaged to rescue a project to replace the Y2K non-compliant software then in use at Chase Bank of Texas. Over a period of eight weeks defined business rules, micro-managed the software developer, tested software, trained employees and beat the June 30, 1999 deadline by two weeks. I was awarded the "Faster than a speeding bullet!" award by those in charge of the collection product.

Business Consultant and Project Manager – Escrow Distribution

Created and executed a payment process for 18,000 banana plantation employees to receive their settlement in a class action suit. The recipients were not bank account holders and were located in remote (jungle) regions worldwide. This provided an interesting distribution challenge.

Project Manager (Texas) – Funds Transfer integration with Chase New York.

Invited to serve as an advocate for those operations in Texas Commerce Bank which relied on Funds Transfer to complete their transactions. The most interesting accomplishment was the training of over 1,500 Non Funds Transfer personnel across the State of Texas to use a mainframe system designed for New York Funds Transfer Specialists. This was accomplished in less than ten weeks by creating a remote tele-training program, use of the corporate Intranet, and building an environment of enthusiastic and effective teamwork.