Ken is a resourceful, diplomatic, and focused leader; an execution expert who builds high performing cohesive teams that consistently exceed expectations. Ken has managed large, high risk, high profile global programs that improved the competitive edge for leading financial services organizations including Morgan Stanley, SunGard, Barclays Capital, and Prudential. He achieves measurable results in improving profits by enhancing efficiency, reducing costs, mitigating risks and implementing client focused solutions. An example of Ken's achievements includes shuttering a brokerage business with $34 Billion in assets and simultaneously launching an advisory business for Morgan Stanley with support from a matrix staff of 250. Ken also directed and managed the modernization of the legacy BRASS trading system for SunGard, a $4.5 Million effort that was accomplished amidst adverse client conditions. Ken is known for developing methodologies to meet the demands of organizational change and increasing internal and external customer expectations for high levels of service delivery. Ken's ability to build and lead cross functional teams and his extensive project and program management experience enable him to align strategic initiatives with overall business strategy. He is effective dealing with all organization levels. Ken has hands-on and hands-off project delivery experience spanning the entire software development lifecycle, project & program management lifecycles, and product development lifecycle. This experience, in combination with his exceptional communication, leadership, problem solving skills, and judgment has resulted in Ken being hand-chosen by executive management on multiple occasions to lead large scale, high profile, high risk endeavors, which were executed successfully. Specialties:Ken's unique and extensive financial services background, and particularly in the wealth management domain, gives him the ability to apply a rare set of perspectives to identify and act on upstream and downstream opportunities and risks. This helps Ken add value and achieve success, particularly with large, high risk, high profile programs.

Consultant, PMO Lead/Program Manager @ Managing cross business multi year illustrations platform implementation. Built all aspects of a program management office from the ground up for a very large and complex cross business unit front office technology program. Currently focusing on continued SDLC efficiency and organizational capability. From January 2013 to Present (2 years 10 months) Greater New York City AreaOwner, Senior Program Manager @ IT and business consulting for the financial services sector. Particular focus on: - Improving the performance of Change Delivery by developing top quality teams and processes that align to the specific corporate culture. - Regulatory initiatives. - Turning around troubled and reactive programs and projects. - Creating and developing high-end performing PMO organizations From October 2011 to Present (4 years 1 month) Greater New York City AreaSenior Program Manager (Consultant) @ Managed Phase 2 of EESA Cost Basis Reporting program; defined and implemented program management framework and comprehensive set of best practices to in-source resource model for PMO From March 2011 to October 2011 (8 months) Consultant - Product Development Project Management @ Wealth Management Product Development: Converted business strategy into solution by re-engineering the legacy retail brokerage account onboarding process for a new business venture and designed system for RIA and self directed client onboarding. Advised IT business owner on efficiencies and standardization related to new organization model From October 2009 to March 2011 (1 year 6 months) Consultant - Project Manager @ Developed and implemented best practices, standards, and efficiencies to significantly improve requirement quality and defect management and to control scope creep. Developed strategies to assess and manage risk, improving predictability of releases, quality of product deliverables, and overall user experience. Reduced high priority release-over-release issues by 100%. From November 2008 to May 2009 (7 months) Program Manager @ From April 2008 to October 2008 (7 months) Director - Program/Project Manager @ Global Wealth Management: Managed large scale firmwide program with 250 team members to shutter existing fee-in-lieu-of-commission brokerage account business and launch new advisory account business, including client account transition. All functions of the retail brokerage business were engaged to transition 143,000 accounts which held $34 Billion in assets. Oversaw portfolio of retail performance reporting projects. From March 2006 to February 2008 (2 years) Project Manager @ Established and directed a large complex technology and business project to develop a new user interface for the industry leading BRASS order management system. Directed and managed all aspects of new product development. From January 2004 to September 2005 (1 year 9 months) Systems Project Manager @ Managed semi-annual software development releases and assorted other projects for the LifePRO and Vantage integrated insurance administration platforms. From April 2001 to January 2004 (2 years 10 months) Project Manager @ Wealth management project delivery From November 2000 to April 2001 (6 months) Associate Manager @ Business analyst and QA/UAT Team Lead supporting the call center, sales force automation, and operations business areas From July 1997 to October 2000 (3 years 4 months) Financial Advisor @ Financial Advisor supporting a full range of financial products, focusing on fixed income vehicles. From May 1991 to January 1996 (4 years 9 months)

Ken Lefkowitz is skilled in: Program Management, Software Project..., Wealth Management, Senior Stakeholder..., Team Building, Communication, Product Development, Strategic Planning, Change Management, Business Strategy, Cross-functional Team..., Process Improvement, Project Planning, Governance, Business Analysis, Mentoring, Project Portfolio..., Business Planning, Coaching, PMO, Strategy Development, Legacy Transformation, Team Leadership, Project Crisis..., Benchmarking, Complex Problem Solving, Organizational..., Business Process..., Project Delivery, Regulatory Program..., Influencing, Negotiation, SDLC Efficiency, Efficiency, Problem Solving, SDLC, Resourceful..., Risk Management, Leadership, Project Finance, Networking, Strategy, CRM, Management Consulting, Financial Services, Vendor Management, Portfolio Management, Project Management, Finance, IT Strategy