Summary of Qualifications

·         Highly experienced and qualified business and information technology consultant, providing consulting services in:

o   Software development project business system analysis including requirements elicitation, development, and documentation;

o   System and user acceptance test planning, analysis, execution, and documentation;

o   Object oriented analysis & design (Rational® Certified), including use case development;

o   Predictive modeling, advanced analytics, and statistical analysis;

o   Process modeling, gap analysis, & roadmap development;

o   Project management (PMP® Certified), strategy, & planning;

o   Agile, iterative, spiral, and waterfall software development lifecycles; and

o   Proposal development & pre-sales support.

·         Strong cross industry experience with top tier clients in the insurance, telecom, banking, health care, intelligence, defense, investment, mortgage, education, retail sales, and gaming industries.

·         Specialize in bridging the gap between business and IT organizations in eliciting and developing business and stakeholder requirements.

·         Strong business analytics, predictive modeling, and SAS / SPSS experience:

o   Experience analyzing large volumes of business data to prove or disprove hypotheses;

o   Hands on experience in advanced statistical techniques such as predictive modeling, cluster modeling, decision trees, and ANOVA; and

o   Proficient with SAS, SAS Enterprise Miner, SAS Enterpise Guide, and SPSS Clementine

·         Strong leadership, mentoring, coaching, and training experience in requirements elicitation, business requirements development, use case development, system / user acceptance testing, object oriented analysis, and the Unified Modeling Language (UML), working with large business and development teams.

·         Rational Certified Object Oriented Analysis and Design Consultant, Trainer, and Coach; developed / delivered over 20 formal Object Oriented Analysis and Design classes to client and corporate personnel.

Employment History

3/2014 to Present

Capital One Bank

Basel III Model Implementation and Validation, McLean, Va


·   Supported Basel III Model Implementation and Validation using SAS Enterprise Guide;

·   Implemented and Validated Basel Statistical Models; and

·   Documented Validation Results.

12/2009 to 3/2014

Fannie Mae

System Test Lead and Technical Business Analyst, Washington, D.C.


·   Led System Testing on multiple software development projects including Lombardi Business Process Management and IBM WebSphere ILog Business Rule Service Development Projects;

·   Developed test strategies,  test plans, and documented test results for multiple projects;

·   Developed control flow graphs, performed path analysis, programmed statistical models in SAS for expected results;

·   Led facilitation sessions, elicited and developed requirements, and business rules for the implementation of an automated housing valuation modeling system;

·   Utilized HP Quality Center and Rational ClearQuest for requirements coverage, test case planning and execution, and defect management.

4/2009 to 12/2009

AT&T Contractor through Princeton Control LLC

Requirements Management Coach, Bedminster, NJ


·   Performed coaching, mentoring, and training to multiple business teams on business requirements development;

·   Coached and mentored project managers and business analysts on over 10 AT&T Software Development Projects;

·   Provided requirements management support for the verification of system requirements, system test cases, and user acceptance test cases; and

·   Performed quality assurance on project documentation.

10/2006 to 4/2009

IBM Global Business Services

Sr. Managing Consultant, Marlton, NJ


·   For IBM Global Business Consulting, developed a go-to-market solution which focused on enabling major financial companies to provide a greater visibility into IT costs;

·   For WalMart, developed store clustering and predictive modeling prototypes using SPSS' Clementine and IBM's InfoSphere Design Studio and mentored design team on statistical techniques;

·   For Becton Dickinson Biosciences, assessed the client's software development program and delivered remediation roadmap that was leveraged by the client to improve their current software development process; and

·   For AIG Corporation, implemented a Project Management Office (PMO) managed over 150 project resources, established processes, procedures, and standards, and managed project management tools.

11/1997 to 10/2006

BearingPoint Incorporated / KPMG Consulting Incorporated
Manager, Radnor, PA


·   For several Fortune 500 and start-up Internet Companies, performed requirements gathering facilitation, developed processes, detailed use cases, and object models, in support of web-based and client server software application development;

·   For AT&T Corporation, designed the process and implemented a requirements management system, including requirements traceability, baseline document version control, and project scope change control, utilizing IBM Rational Software (i.e., RequisitePro, ClearQuest, ClearCase, SoDA, and Crystal Reports);

·   For American Express Corporation, developed advanced statistical techniques to analyze and model the relationship between business drivers and CPU consumption, to improve software application profitability and reduce cost;

·   For Fannie Mae Corporation, translated Housing and Urban Development Regulations coded in SAS, into discrete business rules to ensure U.S. Federal Government regulatory compliance;

·   For BearingPoint Incorporated, developed an object oriented use case approach to re-engineer MetLife’s Auto and Home Claims System;

·   For Metropolitan Life Insurance Company, performed requirements gathering, use case development, and object-oriented analysis and design for the development of a web-based voluntary enrollment and administration system;

·   For New York Life Insurance Company, performed a current situation analysis, future state vision analysis, and migration strategy for over 150 corporate software systems;

·   For Trans-General Insurance Company, performed requirements gathering, use case development, and object-oriented analysis for the development of an RFP to replace major components of the insurance company’s business software;

·   For Amica Insurance Company, performed performing use case development, object-oriented analysis and design and mentoring for the implementation of a multi-tiered client/server claims application;

·   For Sprint Corporation, defined strategies, identified savings benefits, and recommended leading practices for the Sprint / Nextel merger;

·   For the Education Commission for Foreign Medical Graduates (ECFMG), reviewed object oriented UML Models to validate compliance with business requirements for a medical degree certification system;

·   For Compass Information Systems, performed use case development, object-oriented analysis and design for the implementation of a multi-tiered client/server health survey application;

·   For Vanguard Investments, performed performing use case development, object-oriented analysis and design and mentoring for the implementation of a retirement planning application; and

·   For Bank of America, developed project metrics for the Project Management Office (PMO), developing, automating, and delivering detailed project status metrics.


Master of Science (MS), Applied Mathematics, summa cum laude
Drexel University, Philadelphia, PA

Bachelor of Science (BS), Applied Mathematics with Physics Minor,
University of Michigan, Ann Arbor, MI

Clients by Industry


·   AIG

·   Amica Mutual Insurance

·   Cigna Insurance

·   MetLife Insurance Company

·   New York Life Insurance Company

·   Trans-General Life Insurance


·   AT&T

·   Sprint / Nextel



Education Clients


·   McGraw-Hill

Banking and Investment, & Mortgage

·   American Express

·   Bank of America

·   Blackstone Group

·   Capital One Bank

·   CitiGroup Bank

·   Fannie Mae

·   Goldman Sachs



·   Providian Financial

·   State Street Corporation

·   Vanguard Investments

Gaming Client


Intelligence and Defense Clients

·   Central Intelligence Agency

·   Defense Intelligence Agency

·   Defense Mapping Agency

·   Navy

Health Care and Life Sciences

·   AmeriHealth Mercy Family of Companies

·   Becton Dickinson Biosciences

·   Compass Information Systems


·   Education Commission for Foreign Medical Graduates (ECFMG)

Retail Clients

·   WalMart

Other Clients


Areas of Expertise and Skills

Requirements Analysis

·   Business, Functional, & System Requirements

·   Business Rule Specification

·   Process & Object Modeling

·   Requirements Elicitation and Facilitation

Object Oriented Modeling Tools

·   Blueprint Requirements Definition & Management Software

·   Rational Rose

·   Riverton  How

·   UML Studio

·   MS Visio

Productivity Software Tools

·   MS Access

·   MS Excel

·   MS FileMaker Pro

·   MS PowerPoint

·   MS Project

·   MS Visio

·   MS Word

Software Languages

·   SAS

·   Visual Basic

·   Basic

·   C and C++


·   HTML

·   Java

·   JavaScript

·   PERL

Development Methodologies

·   Rational Unified Process (RUP)

·   Spiral Development Methodology


·   Waterfall Methodology

·   Agile / Scrum

Statistical / Data Analysis Tools

·   SAS Basics


·   SAS Enterprise Guide

·   SAS Enterprise Miner

·   SPSS Clementine

·   IBM InfoSphere Design Studio

Other Tools

·   HP Quality Center

·   iRise Studio Visualization

·   BusinessObjects XI Enterprise

·   CA BPWin Process Modeling

·   CA ERWin Data Modeling

·   Crystal Reports

·   Documentum eRoom

·   Microsoft SharePoint     

·   MS SourceSafe Version Management

·   PVCS Version Management

·   Rational RequisitePro Requirements Management

·   Rational SoDA Documentation

·   IBM IUAM (IT Usage and Accounting Manager)

·   Acorn Activity Based Costing


Standards, Techniques, & Models

·   Unified Modeling Language (UML)

·   Entity Relationship Data Modeling

·   IBM’s Insurance Application Architecture (IAA) Object and Data Model

·   Object Modeling Technique (OMT)

Middleware and Business Rules

·   WebSphere ILOG Rule Team Server (RTS), Studio, and Rule Execution Server (RES) Business Rule Engine

·   Haley Authorete Rules Authoring and CIA Server Business Rules Engine

·   IBM MQSeries

·   IBM MQSeries Integrator

·   IBM MQSeries Workflow

Software Operating Systems


·   MS / PC-DOS

·   UNIX SunOS/Solaris

·   Windows XP, 95/98/2000, NT, 3.x

Hardware Systems

·   Apple Macintosh


·   IBM Mainframe

·   IBM PC

·   SGI Indigo

·   Sun SPARC