NANCY DAMASCHINO

925.451.1405
ndb72db8@westpost.net
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PROFILE
A dynamic and dedicated leader offering over 20 years of experience in program a
nd project management. Responsive and approachable as team manager and business
consultant. Proficient in budgets, risk assessment, communication, and vendor
management. Proven success in determining milestones, scoping, and meeting dead
lines. Experienced in financial services, eCommerce, insurance.
* Project and Program Management
* Strategic Planning
* Mergers and Acquisitions * Business Analysis and Modeling
* Risk Management
* Leadership
* Communication * Team Building
* Testing
* Problem Solving
* Budgeting and Control
EXPERIENCE
INDEPENDENT CONSULTING: 2003 - PRESENT
WELLS FARGO BANK April 2009 - May 2010
Project Manager
Managed integration of sales enterprises across Wells Fargo and Wachovia Wealth
Management teams. Responsibilities included executing gap analysis, led team of
1 business analyst and multiple business participants in developing a sales str
ategy, participated in applications development and testing to support sales sta
ff, directed call center work flow process analysis, created management reportin
g and communications.
DELTA DENTAL April - October 2008
Resource Manager
Managed team of 10 business and systems analysts supporting a firm-wide initiati
ve to convert claims processing to a vendor platform. Responsibilities included
developing new formats for business requirements and use cases, assigning staff
across the organization, oversight of team deliverables, interviewing and hirin
g, appraisals, project management, business analysis, writing procedures, busine
ss process modeling.

BLACKHAWK NETWORKS March - December 2007

Project Manager
Managed the launch of online retail sales by performing both business analysis a
nd project management. Responsible for defining phases, vendor management, re-e
ngineering, and implementing new internal policies and procedures. Led team of
marketing manager, sale coordinator, analyst, and vendor technical staff.

BARCLAYS GLOBAL INVESTORS September 2006-January 2007

Project Manager
Managed current state business analysis of investment books of record across US
and UK regions. Project involved re-engineering to create a global service for
portfolio management applications. Led team of one direct report and interactio
ns with multiple departments.
FEDERAL HOME LOAN BANK OF SAN FRANCISCO February-September 2006
Project Manager
Managed project for community investment department. Project involved complianc
e with banking regulations, improved customer service, integration with other ba
nk systems. Managed project team consisting of 1 developer and 1 business analy
st, in addition to a team of 4 subject matter experts. Re-engineered the proces
sing of applications and maintenance. Designed a new system in .NET architect
ure. Oversight of requirements and functional specifications.
CHARLES SCHWAB & CO., INC. September 2003-July 2005
Technical Project Manager
2004-2005 Mutual Funds Technology
Regulatory Projects
Responsible for full lifecycle management of highly visible projects required as
a result of government audit. Projects related to trading practices and custom
er data and were subject to strict timelines, senior management oversight, and b
udget considerations. Responsibilities included management of 6 developers incl
uding offshore staff, budgets, schedules, test plans, technical specification, r
equirements, use cases, implementation plans. Obtained knowledge of issues rela
ting to regulatory findings, developed reports to business and compliance review
, coordination of bi-monthly senior management reviews.
Insurance and Annuities
Managed the introduction of annuities into mainframe brokerage system. Worked w
ith external vendors and internal business units to design an efficient model to
interface a new product into an established system. Responsibilities included
management of 1 developer, creation of risk analysis for corporate oversight gro
up, participation in creation of data model for customer and insurance company i
nformation. Developed budget, project plan, specifications, test plan and test
scripts.
Cost Basis Accounting
Performed business analysis of discrepancies between vendor product and internal
processes. Responsibilities included management of 2 business analysts, oversi
ght of requirements creation,
designed methodology for reconciliation, performed trading and dividend analysis
.
Career Break 2000-2003
FULL TIME EMPLOYMENT: 1975-2000
CHARLES SCHWAB & CO., INC. 1975-2000
1997-2000 Year 2000 Program Management
Responsible for firm-wide mainframe testing, third party readiness, industry tes
ting, and millennium batch quality assurance. Hired and managed 75 technical an
d non-technical staff members. Performed appraisals, monitoring performance and
deliverables for both employees and contractors.
Created schedules for all work components, developed strategies for identifying
and testing existing code to be changed, determined readiness of vendors, manage
d required regulatory testing, designed QA for millennium turnover.
1995-1997 Operations Program Office
Created PMO and managed team of 20 business project managers to implement portfo
lio of projects to support various business organizations. Annual budget in exc
ess of $20 million.
* Responsibilities included hiring, training, ongoing appraisals.
* Oversaw development of real-time customer ledger, including requirements and t
esting
* Led effort to create new securities database to hold a wide variety of informa
tion for stocks and fixed income instruments. Also involved the pricing of the
securities by outside vendors
* Responsible for regulatory changes in Operations and Trading
* Managed variety of short-term projects such as format changes from industry ve
ndors
1994-1995 Operations and Capital Markets Program Office
Managed the industry regulatory initiative T+3, a customer billing requirement m
andated by the SEC. The project involved interfacing with various business unit
s including Operations, Trading, Treasury, and Marketing with a budget in excess
of $10 million.
* Managed staff of 25 developers and project managers
* Restructured business processes to meet new deadlines
* Represented firm to impacted clearing organizations
* Designed approach and phases
* Wrote or reviewed multiply requirements, test plans, and implementation docume
nts
1989-1994 Capital Markets Project Manager
Responsible as a single contributor for various mainframe projects, all requirin
g understanding issues, writing requirements, monitoring development, testing, i
mplementation
* A redundant mainframe order system involving a remote site and new user screen
s
* Created a new order entry service for exchange specialists
* Implementations for exchange-introduced derivative products
* Redesign of procedures for
* Billing service for corporate partners
* Error analysis for branch employees
Pre-1989 positions available on request.
EDUCATION
BA in English, San Jose State University
Classes to complete Masters in English
AWARDS
Technology Innovation Certificate of Appreciation Award, 1999
Chairman's Club, 1995
Excellence in Service, 1994
LICENSES
Series 4 Registered Option Principal
Series 7 Registered Securities Representative
Series 24 General Securities Principal
Series 63 Uniform Securities Agent
TECHNICAL/SPECIAL SKILLS
MS Office Suite including Excel, Word, PowerPoint, Visio and Project
Proficient in RUP and waterfall methodologies
Proficient in SharePoint