Implemented innovative AI and automation services on Rebel Reach, transforming the digital marketing platform. OpenAI integration optimizes content creation, enhances user experience, and streamlines operations. Automation enables seamless publishing and promotion on LinkedIn, Facebook, Twitter, and Pinterest. Empowering businesses to stay ahead in the dynamic digital landscape, Rebel Reach drives efficiency and effectiveness in achieving marketing goals.

Led and oversaw the end-to-end development of an innovative ecommerce payment platform for the Rebel Reach digital marketing and hosting platform. This comprehensive solution facilitates seamless credit card processing through integration with Authorize.Net and PayPal, offering customers convenient and secure payment options. Additionally, spearheaded the integration of cryptocurrency transactions within the Rebel Payments Platform, empowering users to leverage digital currencies for their transactions. By successfully implementing these features, the Rebel Reach web hosting platform now offers a robust and diverse range of payment methods, catering to the evolving needs and preferences of users.

The CARES Act contains several provisions affecting retirement plans in the area of distributions and loans due to the impact and effects of COVID-19 and includes a temporary waiver of Required Minimum Distributions,  the ability to request a Coronavirus-Related Distribution or Loan, and the suspension of loan repayments. The bill contains a new distribution from a plan or IRA called a %u201Ccoronavirus-related distribution%u201D (CRD). The provisions are similar (but not identical) to relief provided for natural disasters. Relief.  The 10% early withdrawal penalty that otherwise applies to early distributions is waived for CRDs.  Unless the individual elects otherwise, a CRD is included in gross income ratably over three years.

This required the internationally dispersed team to develop solutions across 5 different platforms, including website and mobile applications. The engagement required the highest level of coordination with the the business, legal and other departments within the organization to ensure speed and accuracy to the response brought about for this global pandemic and the incurred economic impacts.

Looking across the Regulatory Compliance spectrum (CCPA, NAIC, SECURE Act, Reg BI, etc.), the development of a framework is meant to address current and coming regulations that have to be managed across the Information Technology environment, both business as usual activities and new initiatives. The framework takes in account the over 140 systems, their respective data retention policies, domains, inputs, outputs, etc.

With over 150 projects in flight and more being considered, the company wants to leverage a framework to better identify data-focused projects and apply the correct level of management and respective policies according to how a given initiative is weighed. Worked with senior executives to hone a data governance framework to be used to weigh the current projects and coming projects, and report to leadership as a part of a cadence.

This is a massive undertaking with high visibility. This data project was acutely focused on providing data to the Customer Office (responsible for cross-product marketing). Leveraging several systems subject matter experts, the team was able to create several feeds and services to deliver necessary data to the marketing team. Each with a specific target marketing use with several additional benefits. The project had to leverage a hybrid Agile/Waterfall methodology with a dedicated team and iterative approach to honing what was to be delivered and when.

Lead a team for the implementation of the California Consumer Privacy Act. This project requires working with control partners (Privacy, Risk and Compliance) as well as other business partners and 3rd party vendors. I led the effort to analyze what applications should be accounted for and what steps should be taken to implement the right tools to ensure Prudential would be able to search for and provide data to people qualified to exercise their CCPA rights.

To satisfy contractual obligations, Prudential must purge plan and participant data as agreed upon for each respective contract. Working with the business and control partners (Privacy, Risk and Compliance), We were able to leverage previous work done for a previous effort. We developed a framework for identifying wat should be deleted and when data can be deleted with considerations for respective data retention policies for over 140 active applications, the order in which the applications should be purged and other crucial criteria.

This is a new 3rd party implementation to support the alliance between Prudential and Computershare. Working with several areas of the business, this project integrates 3rd party data into client facing applications and statements to provide a more robust experience. The new features provide a single place where customers can see their retirement data along with their respective asset holdings and daily calculated values. The integration also provides a single sign-on experience so the user can have a seamless experience between the various internal and external platforms.

Establish a Basel Committee on Banking Supervision Independent Validation & Verification (BCBS IV) function to perform a holistic assessment of evidence submitted by reporting areas and corporate functions to attest to their alignment with the Basel Committee on Banking Supervision (BCBS) 239 principles. While this project will utilize a 3rd party in years 2 and 3 it will also leverage Risk and Control Self-assessment resources and Second Line of Defense partners.

Value Delivered

• Establish an assessment framework by translating the BCBS requirements into the following key areas: Governance, Architecture, Data Aggregation, and Reporting.
• Assessment framework with actionable requirements to be maintained as regulatory guidance evolves.
• Establish an evidence repository to provide a standard process for maintenance of evidence in a central location. 
• Establish a library of artifacts to attest adherence to requirements
• Perform a validation to test alignment across the key areas of the Independent Validation framework. 
• First Line of Defense, Second Line of Defense, and Third Line of Defense involved to provide evidence as well as for training purposes to establish true independence and oversight
• Communicate findings and deficiencies, circulation to relevant stakeholders for remediation and reporting to Internal Audit for the Americas (IAA), Senior Management and the Board.
   

Addressing Basel Committee on Banking Supervision (BCBS) 239, the project defines and establishes a governed framework and approach, to produce times of stress reports (this will feed requirements to Enterprise Data Processing (EDP) , Report Automation and business as usual (BAU) Processes as necessary). Worked with internal resources across the bank and independent auditor McKinsey and Co.

Value Delivered

• Identify relevant stress / crisis scenarios that could require non – regular reporting on data requirements
• Defined criteria & triggers, stress scenarios, impact measurement standards for Times of Stress reporting
• Develop Times of Stress protocols and requirements
• Building a Times of Stress Library including Stress Scenarios, Critical Events, Stress Factors, and their business impacts
• Identifying data source dependencies for specific reporting requirements in Times of Stress
• Coordinate with Business Continuity, First Line of Defense, Second Line of Defense on testing drills
• Conduct drills to demonstrate capability to produce risk reports in Times of Stress
• Deliver report on testing drill results
   

This project will capture key business and technical metadata for systems which are critical to risk and regulatory reporting.  This includes documenting the physical location of KDE’s, which is a key dependency for the DQ integrity testing being built via the Golden Sources Identification & Certification project. Phase 1 captured metadata for 8 systems including CDL and EDW. Phase 2 will include 38 systems including AFS and OVS. This project directly addresses the needs of Basel Committee on Banking Supervision (BCBS) 239.

Value Delivered

• Ensure that the data in our key systems of record and golden sources is properly documented
• Enable more efficient data sourcing and report content validation processes
• Reduce key person risk by codifying tribal knowledge about our system data
• Capture lineage between key product processors and downstream aggregation / consumption points via automated scanning (MetaCenter, Collibra environment)

The project was created to review and rationalize data governance and reporting policies to support Risk Data Aggregation and Reporting requirements. The project directly addresses and remediates 2018 Office of the Comptroller of the Currency (OCC) Matter Requiring Attention (MRA) related to risk policy and Basel Committee on Banking Supervision (BCBS) 239.

Value Delivered

• Data Management Policy Compliance to the minimum standard
• Establishment of Policy Compliance dashboard & reporting
• Completion of the second Policy Self Assessment
• Establish Data Standards Framework
• Risk Reporting, Regulatory Reporting and Data Management Policy rationalization to drive consistency of reporting concepts
• Reporting Governance Framework Enhancements (related to the Risk Reporting Governance Framework OCC MRA

Internal and External Commitments

• Accelerate remediation of 2018 OCC MRA related to risk policy
• Achieve Data Management Policy  compliance, i.e. baseline standard
• Complete development and initiate rollout of data management training (BAU Activity)

This project has 2 major components that address the Collibra metadata management environment and responding to a Basel Committee on Banking Supervision 239 Compliance issue.

Business Information Model / Domain Governance

Project Description

• Define a standard vocabulary covering data concepts critical to risk, regulatory reporting and AML
• Enable enterprise access to BIM via Collibra
• Define BIM governance operating model
• Mobilize Domain Working Groups

BIM Value Deliverd

• Over 2800 standardized data elements terms now available for use across the organization
• Streamline identification of KDE’s which feed critical data consumption processes
• Support compliance with BCBS 239 requirement for standardized data vocabulary

Metadata Tool Enhancements

Project Desctiption

• Implement governance workflows in Collibra to support domain-centric governance process for BIM Term and KDE additions and changes
• Implement other high-priority metadata tool enhancements to support risk and regulatory reporting

Value Delivered

• Increase efficiency and auditability of the BIM Term and KDE review and approval process by implementing supporting Collibra workflows
• Build foundation for global rollout of BIM by moving away from email based and cumbersome approval process

A major toy manufacturer was looking to develop a robust, web-based event management system that would enable them to save time and money when managing their many collectibles events throughout the country. I was engaged to manage the project throughout the system development life cycle. During this project it was necessary to recreate the scope in order to capture changes in the marketplace. The platform was launched within budget.

Leading a team to develop and manage a robust business marketing platform that offers business and technology services.  The Rebel Reach™ platform enables businesses to communicate with your customers and build stronger relationships.  With our social media service, you can post status updates across multiple accounts, simultaneously and respond to comment! With our publishing service you can create articles and press releases that are automatically saved and can publish to your social network with links back to the full story.

Led a team that created a global application architecture, including systems and application development technologies employed, to replace an antiquated, incumbent system that enables the global Corporate Development team to maintain and match internal resumes to new business prospects as well as maintain and provide access to Projects/Agreements, Qualifications & Capability Statements and a Proposal Library & Opportunities. The project was a subset of the work we led to evolve their Knowledge Management environment.

As a trusted advisor to the Chief Technology Officer (CTO), gathered requirements for the implementation of an Enterprise Content Management (ECM)/Knowledge Management solution.  Met with key members of each department in the firm in order to perform operational due diligence.  Worked with the CTO to develop a technology strategy to address the current and future needs of the organization, including business process optimization and evolution.

During the second phase of the engagement, I led the team in implementing a new Sharepoint 2013 platform, including end-user traning as well as Administrator training.  The platform serves as the cornerstone of the firm’s intranet.  Applications for internal and external report generation, marketing information and more continue to be developed on the platform.

Assessed in-country resources, and provided guidance and mentoring to local management.  Through in-person interviews, assessed the skills and capabilities of South African resources.  Presented findings to London-based executive management in order to develop resource improvement strategies and career guidance advice to local talent.  Provided a template to executive management to create repeatable processes across additional regions.

Working directly with executive leadership at Genworth and their vendor, I was responsible for helping to lead a team to implement the first phase of best in breed market risk and credit risk analytics software.  The implementation yielded the first level of an integrated credit risk, market risk, asset & liability management and performance management platform that can accurately provide Value at Risk (VAR) calculations.  The implementation required IT resources to work closely with business executives in order to ensure the accuracy of the software in comparison to the legacy system (Moody’s KMV), utilizing a data stream from Blackrock and other sources.