Category Archives: Financial Services

Service Provider Transition – Provincial Government

AT A GLANCE Role:  Senior Transition Project Manager Client: Canadian Securities Administrators Summary: Senior Transition Project Manager providing oversight, management and coordination for transition to new service provider. Industry: Financial Services / Securities / Government / Regulators Project Types:  Application, … Read More

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Enterprise Application Monitoring

AT A GLANCE Role:  Senior  Project Manager Client: TD Bank Summary: Enterprise Application Monitoring Industry: Financial Services / Banking Oversee the development and implementation of an Enterprise End to End Application Transaction Monitoring Project to meet the following objectives:

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Application Upgrades, HST Compliance

AT A GLANCE Role:  Senior  Project Manager Client: CIBC Summary: Managed full SDLC to upgrade 5 applications for HST Compliance Industry: Financial, Banking Project Types:  Application, Compliance Scope:  Asset Management Team: In-house, Vendor Management Budget: $2 Million Duration: 8 months … Read More

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Infrastructure Modernization, Remediation, Compliance

AT A GLANCE Role:  Senior Consultant / Senior Project Manager Client: CIBC / Intria Industry: Financial, Banking Project Types:  Program, Applications, Infrastructure, Technology Risk & Compliance Scope: Team: Budget:  $35M Duration: 30 months (2007-2009) SUMMARY Part of a senior consulting … Read More

Posted in Application, Banking, CIBC, CIBC / INTRIA, Financial Services, Infrastructure & Networking, Program & Process Management, Senior Project Consultant, Senior Project Manager, Technology Risk, Compliance, Security | Tagged , , , , , , , , , , , , , , , , , , | Comments Off on Infrastructure Modernization, Remediation, Compliance

Bid Evaluation – Infrastructure and Outsourcing Initiative

AT A GLANCE Role:  Senior Consultant / Senior Project Manager Client: Sun Life Financial Industry: Financial, Insurance Project Types:  Bid Evaluation, Infrastructure Scope: Team: Budget: Duration: 9 months (2006) SUMMARY Managed bid evaluation and vendor selection for a multi-year help … Read More

Posted in Bids, Proposals, RFP Responses, Financial Services, Infrastructure & Networking, Insurance, Senior IT Consultant, Senior Project Manager, Sun Life Financial | Tagged , , , , , , | Comments Off on Bid Evaluation – Infrastructure and Outsourcing Initiative

IVR Infrastructure & Application Development

AT A GLANCE Role:  Senior Project Manager Client:  Bank of Montreal via Buck Consultants Industry: Financial / Pensions Project Types:  Infrastructure, Application Development Scope: Enterprise Team:  IT project team (8), external contractors Budget: Duration: 6 months (2001) SUMMARY Managed design, … Read More

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RFP Response – Federal Government

AT A GLANCE Role:  Senior Project Manager Client:  Buck Consultants Industry: Financial / Pensions Project Types:  RFP Response Duration: 3 months (2001) SUMMARY Prepared a detailed bid response to a Federal Government RFP on behalf of Buck Consultants for the … Read More

Posted in Bids, Proposals, RFP Responses, Buck Consultants, Financial Services, Government, Pension, Senior Project Consultant | Tagged , , , | Comments Off on RFP Response – Federal Government

Pension Application Development

AT A GLANCE: Role:  Senior Project Manager Client:  Brewers Retail via Buck Consultants Industry: Retail / Government Project Types:  Process Management / Application Scope: Team:  In house, client resources, technical, functional Budget: Duration: 16 months (1998-2000) SUMMARY Dual project management … Read More

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IVR Service Bureau Development

AT A GLANCE Role:  Senior Project Manager Client:  Buck Consultants Industry: Financial / Pension Project Types:  Application Scope: Team: In house, Contract Budget: Duration: 6 months (2000) SUMMARY Designed, developed and implemented a flexible and scalable web-based IVR client-server application … Read More

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