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RICK DeANGELO, Project Manager – MSMIS, PMP, SCPM, MCP, FINRA Series 7

• 941.227.4854
• rick.deangelo at gmail.com
• Web - rickdeangelo.com
• LinkedIn - linkedin.com/in/rickdeangelo

EXECUTIVE SUMMARY

Senior project leader with expertise in execution of strategic initiatives in Compliance, Banking, Finance, and Technology. Program and project management of over 144 highly visible projects with budgets ranging from $10 Thousand to $4 Million. Delivered solutions that increased earnings and growth, while ensuring information security and regulatory compliance. Expertise in leading complex transformation programs, integration projects, and facilitating communication between Executive teams, business units, and IT operations.

WORK HISTORY

Senior Project Manager, Raymond James Financial, Saint Petersburg, FL, USA 2018 - present

• Co-led establishment of Compliance Project Management Office, implementing a project management framework, methodology, standard, controls, and best practices
• Provided guidance and implementation planning in support of Compliance’s strategic plan, encouraging observance of policies, standards, procedures, and controls
• Assisted the Global Data Privacy and Protection Office with implementation of the California Consumer Privacy Act project
• Managed Compliance Audit Review Program, including projects for Governance, Regulatory Change, Regulatory Exams, Issue Management, Metrics and Reporting, Policy Governance, and Risk Assessment

PMO Project Manager, Suncoast Credit Union, Tampa, FL, USA 2013 - 2018

• Co-managed transformation of Project Management Office and organization culture to achieve strategic project alignment with business and operating plans, implement processes, templates, standards, and practices
• Managed effort to open 16 credit union branches, increasing net annual revenues by more than $6 Million
• Designed and established PMO best practices for Agile and traditional methods
• Mentored PMO teams, business analysts, and project teams
• Directed complex hybrid project to implement Interactive Teller Machine technology at credit union branches and integrate core systems. Budget: $2.9M
• Led data conversion and mapping of existing data warehouse to new reporting system to improve business analytics and automation of data extracts. Budget: $285K
• Managed new and relocation service center projects. Budget: $500K-$4M
• Oversaw conversion of existing interactive voice response (IVR) system upgrade and integration with core financial transaction processing system. Budget: $750K

Senior Network Administrator, AMG Funds, Greenwich, CT, USA, 2007 - 2013

• Deployed VMware enterprise products and automation software to virtualize data center server infrastructure. Reduced annual maintenance costs by $50,000 and software costs by 30%
• Migrated legacy email archive data from existing archiving product to cloud-based archiving solution to adhere to government and industry regulatory standards
• Built custom SharePoint project sites for firm project management processes

Senior Systems Engineer, Rocaton Investment Advisors, Norwalk, CT, USA 2005 - 2007

• Delivered technology solutions to meet strategic business objectives. Budgets $10K-$100K
• Headed Microsoft SharePoint project for proprietary investment research applications
• Designed business continuity process and disaster recovery (DR) plan
• Administered Windows servers, corporate web site, web applications, and databases

EDUCATION

• MS Management Information Systems, Nova Southeastern University, USA
• BA Political Science, State University of New York at Purchase, USA
• Stanford Advanced Project Management Certificate, Stanford University, USA

Professional Certifications and Qualifications

• FINRA Series 7
• PMP, Project Management Professional
• Lean Six Sigma Yellow Belt
• MCP, Microsoft Certified Professional

SKILLS

• Portfolio, Program, and Project Management: Waterfall, Agile, Scrum, Lean Six Sigma, PMBOK, Systems Development Life Cycle (SDLC), systems analysis & design, business requirements analysis, implementation planning, stakeholder consensus, conflict resolution, cross-functional team building, risk and change management
• Information Technology: Microsoft Office, Word, Excel, PowerPoint, Project, Visio, SharePoint, Windows Server / Desktop, Visual Studio Team Services, TFS; Atlassian; JIRA; Slack; Trello; Mac OS; VMware; Smartsheet, GoToMeeting, Zoom Meetings