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Trisha Atchison

@trishaatchison

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I lead enterprise portfolios, PMOs, and AI-enabled transformations that improve delivery outcomes.

United States

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What I'm looking for

I'm looking to lead enterprise portfolios, PMOs, and transformation initiatives where I can partner with executives to strengthen governance, modernize operating models, enable AI-driven workflows, and improve business outcomes.

At Broadridge Financial Services, I lead enterprise portfolio strategy and governance for the Ops Console program, including Wealth strategy and OpsGPT integration for AI-enabled operational workflows.

I increased dashboard delivery from one to two releases every six months to five releases per quarter while strengthening visibility, accountability, and execution.

Previously, I led Hitachi Solutions America’s North America PMO and its $100M+ portfolio across finance, CRM, data analytics, and cloud solutions. I built governance models, improved audit efficiency by 70%, and established executive reporting adopted globally.

I’ve also stabilized high-risk BI transformation at Southern Glazer’s, led investment-banking portfolio initiatives at Citigroup, modernized Agile delivery at Acosta, and founded, scaled, and sold Peter’s Weiners after growing revenue more than 500%.

Experience

Work history, roles, and key accomplishments

Current

Enterprise Portfolio Management Consultant

Current

Broadridge Financial Services

Sep 2024 - Present (2 years)

Lead enterprise portfolio strategy, governance, and organizational transformation across the Ops Console program, partnering with executive leadership to improve delivery execution and cross-functional alignment. Established standardized RAID governance and increased dashboard delivery from 1 to 2 releases every six months to 5 releases per quarter.

Portfolio Governance Investment Prioritization Capacity Planning RAID AI Workflow Automation Executive Reporting Roadmapping

Founder and CEO

Peter's Weiners

Jan 2020 - Dec 2024 (4 years 11 months)

Founded, scaled, and successfully exited a startup business, leading strategy, operations, financial management, digital transformation, and organizational growth. Grew revenue more than 500% through strategic planning, brand development, and operational optimization.

Strategic Planning Brand Development Digital Marketing operational optimization Business Sales

Consultant, Business Intelligence Transformation

Southern Glazer's Wine & Spirits

Feb 2024 - May 2024 (3 months)

Stabilized a high-risk business intelligence transformation by implementing governance, stakeholder alignment, and reporting improvements that increased executive visibility and confidence in enterprise decision-making.

Business Intelligence Governance Stakeholder Alignment Executive Reporting

Vice President, North America Project Management Office

Hitachi Solutions America

Jan 2016 - Dec 2022 (6 years 11 months)

Led the North America PMO overseeing a $100M+ portfolio of strategic programs across finance, CRM, data analytics, and cloud solutions. Built enterprise governance and portfolio operating models, increased audit efficiency by 70%, and established executive reporting adopted globally as the standard.

Portfolio Management Governance Risk Management Executive Reporting Continuous Improvement PMO Leadership

Director, Project Management Office

Hitachi Solutions America

Jan 2012 - Dec 2016 (4 years 11 months)

Built the organization's first formal PMO, establishing governance, delivery standards, and scalable operating practices that supported rapid growth. Implemented portfolio reporting and delivery management standards that reduced unplanned change orders and improved audit readiness.

Project Management Office (PMO) Setup Governance Service Delivery Standards Portfolio Reporting Audit Readiness Integration

Senior Project Management, PMO and Process Improvement Consultant

Citigroup

Jan 2011 - Dec 2012 (1 year 11 months)

Provided enterprise portfolio leadership and transformation consulting for global investment banking initiatives, strengthening governance, organizational visibility, and delivery consistency. Led agile transformation efforts and directed implementation of Oracle Primavera Portfolio Management.

Portfolio Management Agile Transformation Oracle Primavera Change Management Governance

Senior Agile Project Management Consultant

Acosta

Jan 2010 - Dec 2011 (1 year 11 months)

Modernized delivery operations by leading the organization's transition to Agile while improving governance, leadership alignment, and delivery performance. Secured executive sponsorship for broader adoption by demonstrating measurable improvements in delivery outcomes.

Agile Governance Leadership Alignment Change Management Delivery Performance