Lisa Hinton

Supported business and technology workstreams for two major transformation/M&A initiatives, overseeing combined program budgets totaling $278M. Partnered with senior leadership to design enterprise delivery plans and facilitated cross-functional dependency forums.

Provided reporting and independent perspectives on program/project health, financials, and resource data across $610M portfolios. Governed execution and delivery status for regulatory compliance and business enablement initiatives.

Provided portfolio and program management services within UBS change management initiatives, establishing uniform PMO standards, tools, and processes. Coordinated structured RAID processes and led implementation of project governance frameworks.

Established project management methodologies and processes for efficient project delivery. Implemented governance frameworks, managed project intake, resource allocation, and financial oversight.

Collaborated with project managers and sponsors for status and metric tracking. Streamlined risk escalation processes and provided guidance on RAG status reporting and milestone management.

Advised on governance and operational practices for the Wealth Management Americas work stream. Coordinated delivery planning and monitored program performance, addressing risk mitigation and milestone reporting.

Implemented and managed PMO policies and procedures, and documented business processes and guidelines. Worked with project managers on project plans, status reports, and RAID logs to promote transparency.

Developed and executed vendor communications and technical strategy for a mandated healthcare compliance project (ICD-10) with a budget of $12.4M. Managed internal and external vendor changes and facilitated defect calls.

Managed all phases of direct mail compliance projects for managed accounts and acted as liaison between Pershing and Citi for platform conversion marketing materials. Built relationships with stakeholders across multiple departments.

M.S. in Organizational Change Management from Milano Graduate School of Management and Urban Policy.

B.B.A. in Management from Howard University.