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Louis CSM

Portfolio Manager @ Tokio Marine North America, Inc.

Certified Scrum Master at AutoNation

Briarcliff Manor, New York

Ranked #630 out of 12,599 for Portfolio Manager in New York

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Louis CSM's Email Addresses & Phone Numbers

Louis CSM's Work Experience

Tokio Marine North America, Inc.

Portfolio Manager

September 2015 to Present

Greater New York City Area

NTT DATA Americas

Senior Project Management Consultant

November 2014 to Present

Greater New York City Area


Principal Consultant

July 2014 to October 2014

Greater New York City Area

Louis CSM's Education

North Carolina School of the Arts

Bachelor of Fine Arts (BFA) Drama

University of Minnesota-Twin Cities

BFA Communications

Louis CSM's Professional Skills Radar Chart

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Easily distracted

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48% Left Brained
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Louis CSM's Estimated Salary Range

About Louis CSM's Current Company

Tokio Marine North America, Inc.

Total responsibility for planning, developing, integrating, staffing and managing large P&C IT program implementation within the TMNA Services group. Oversees, mentors and develops staff and vendor project managers to ensure timely delivery and risk management across the TMM IT portfolio.

Frequently Asked Questions about Louis CSM

What company does Louis CSM work for?

Louis CSM works for Tokio Marine North America, Inc.

What is Louis CSM's role at Tokio Marine North America, Inc.?

Louis CSM is Portfolio Manager

What is Louis CSM's personal email address?

Louis CSM's personal email address is l****[email protected]

What is Louis CSM's business email address?

Louis CSM's business email addresses are not available

What is Louis CSM's Phone Number?

Louis CSM's phone (212) ***-*256

About Louis CSM

📖 Summary

Senior IT strategy practitioner and technical program manager with deep experience in the Life, Health, P&C and Voluntary benefits arena. My goal is always to exceed expectations of senior management, co-workers and peers.Portfolio Manager @ Total responsibility for planning, developing, integrating, staffing and managing large P&C IT program implementation within the TMNA Services group. Oversees, mentors and develops staff and vendor project managers to ensure timely delivery and risk management across the TMM IT portfolio. From September 2015 to Present (4 months) Greater New York City AreaSenior Project Management Consultant @ Senior Project & Program Management professional focused on the Insurance and Financial Services industry, specializing working with multiline insurance and reinsurance clients. Major areas of concentration include: - Plan, direct and control complex projects utilizing project management methodology and related tools to bring projects to successful completion, within scope, on time, and within budget - Leads team and client meetings, using engaging, informative presentation methodologies - Develop and manage project plans, strategy, and scheduling - Excels at timely, effective, and pertinent communications to internal and external audiences - Resolves conflicts, and deliver solutions - Skillfully manages challenging situations to ensure successful completion of project - Contribute to the best practice knowledge base of the team and mentor other team members - Proactively manages client expectations and day-to-day client interactions - Creates and maintain project documentation utilizing methods prescribed by the PIM - Manages and lead project teams to help create a sustainable, viable solution tailored to the customer's requirements and objectives - Manages multiple complex projects concurrently - Drives the development and execution of project plan by working with project team to define, sequence, and estimate duration of activities and determine schedules to meet project objectives. Champions project management standards and overall value internally and externally. - Manages the identification, resolution and escalation of project risks and issues. - Provides coaching and mentoring to consulting staff From November 2014 to Present (1 year 2 months) Greater New York City AreaPrincipal Consultant @ Senior Advisory Services professional with over 18 years experience focused on the Insurance and Financial Services industry. Louis has extensive experience in Group Insurance including: Dental, Vision, Life, Disability, supplemental health and executive benefit plans. Focus areas include process re-engineering, administration, compliance, product development, quoting, new business, underwriting and policy administration. Prior to employment at Paragon, Louis held a variety of roles in professional services consulting firms as well as management and executive positions within MetLife and New York Life. From July 2014 to October 2014 (4 months) Greater New York City AreaProgram Director @ Responsible for internal & external Application Development portfolio management & delivery at Advisen, providing insight into underwriting, marketing and purchasing commercial insurance. Advisen's web-based workstation incorporates real-time analytics and research on over 1.5 million companies and 70 industries. Advisen currently serves nearly 350 leading commercial insurers, insurance brokers, risk management departments of major corporations, and other related organizations. Proprietary offerings of the Advisen service include Benchmarking, Custom Templates for Company Work-ups, Company and Industry Research, Loss Analysis, Management Portfolio Analysis and Policy Comparisons. Headquartered in New York City, Advisen was established in 1999 by a team of seasoned insurance and technology professionals. Today, Advisen is backed and funded by some of the commercial insurance industry's most recognized and respected executives. From March 2013 to July 2013 (5 months) Business Consultant, Group Medical Underwriting Division at New York Life @ • Chief Business Analyst and Process Specialist for Underwriting responsible for all as-is and to-be process discovery, root cause analysis, re-engineering and functional design specifications on four major projects: (1) Medical Underwriting requirements image & workflow ECM, (2) Medical Fee Requirements process improvement (3) ECM – Underwriting administration product integration, and (4) Process reporting and executive dashboard initiative. From October 2011 to March 2013 (1 year 6 months) Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC) @ 250 Pehle Aenue, Suite 503 Saddle Brook, NJ 07663 201-845-6900 From 2010 to 2011 (1 year) Director, US Customer Delivery @ Responsible for all US Intech implementations to ensure they were delivered on-time and on- budget to meet US revenue targets, development of tools and process that assure effective program management oversight, control and quality assurance for all Intech implementations and support activities, and recruitment and hiring Intech US implementation and sales personnel. From 2008 to 2009 (1 year) Senior Industry Leader - Global Financial Services @ Subject matter expert on evolving Insurance industry market trends and directions, coordinating and driving product development to meet market trends, selecting and creating marketing programs, directing and coordinating the development of marketing collateral, piloting solutions, and rolling out the programs to sales, partners and alliance channels. From 2006 to 2008 (2 years) Managing Director @ - Planned and managed all aspects of IT start-up of a global reinsurance company including business-IT technology strategy; global management of Paris- and New York-based IT teams; global program development and planning of (North America, Europe and Pac Rim); application portfolio and architecture design; technology infrastructure; technology vendor selection; IT budget controls and reporting client relations management. - End-to-end delivery responsibility for a portfolio of 30+ IT applications supporting credit card and consumer loyalty business lines for a global consumer finance company. Span of control included: client (internal and external) and vendor management, working with development and operations groups throughout entire systems development lifecycle: i.e., business planning, requirements, design, construction, testing and QA, and release. Key competitive differentiators include: Six Sigma quality and CMM processes, rapid application delivery, accurate project budgeting and cost control, flexible and extensible IT architectures and construction, and real-time SLA monitoring and performance feedback. From 2001 to 2008 (7 years) Greater New York City AreaDirector, NA Professional Services @ Pre- and post-sales implementation of professional services for commercial and investment banking and insurance customers’ large enterprise grid applications used to calculate risk management positions, price portfolios of derivatives, portfolio optimization and balancing, Monte Carlo simulations and compliance/regulatory oversight. Other management responsibilities include project/program planning, scheduling and deployment, as well as client and vendor management. From 2004 to 2006 (2 years) Vice President - IT Component Services, Architecture & IT Strategy @ - Team leader of the Demutualization IT Project Management Office (PMO) responsible for 30+ IT and vendor teams (600+ FTEs) with $70+M budget accountability whose overall responsibility was coordination of development and data conversion activities for MetLife’s enterprise IT demutualization program. - Vice President of Insurance Component Services software unit whose mission was the creation, development and integration of transactional web services and J2EE components and platforms (call center, service center, back-office), enabling rapid deployment and re-use of highly-reliable and scalable STP workflow capabilities throughout the enterprise. - Responsible for Enterprise Architecture framework development, application assessment, strategic business alignment, blueprinting, EAI services, gap analysis, migration, including major legacy, client-server; CTI; IVR; ACD and n-tier applications and infrastructure environments. In addition, was responsible for development of baseline architectural standards, strategic as well as ad hoc, for Agile development. From 1998 to 2001 (3 years) Manager, IT Strategy @ - Led the development of the IT Portfolio Management and Prioritization program for a large US regional bank. Mission was to develop processes, organizational and strategic components necessary to deploy an IT project prioritization tool and accompanying support structure. In addition, assisted in defining the financial reporting processes, mechanisms and interfaces to business areas and the corporate IT Council. - Led IT Transformation Strategy and Balanced Scorecard project for the credit card services division of global money center bank, comprised of two key IT transformation efforts: (a) Operational Process Stabilization and (b) IT Balanced Scorecard implementation. Key activities included: development and coordination of major business and IT issue identification and subsequent work plan; thought leadership on best practices for IT Operations improvements and development of immediate and long-term improvement plans; identification of organizational constraints and management issues and required technology infrastructure investments; development of a migration strategy for implementing operational improvements and QA/QC; development of IT customized Balanced Scorecard, including interaction with key client personnel and executives to assess Scorecard requirements; oversight of identification, definition, and documentation of Scorecard measures, metrics, data sources and algorithms. From 1995 to 1998 (3 years) Senior Manager, Information Technology Development @ - Application Architect for a Sales and Service workstation platform at an international mutual funds corporation. Responsibilities included selection client platforms and development toolsets. - Analysis and development of company-wide knowledge management portal, enabling global IP contribution and re-use by of all practice practitioners. From 1993 to 1995 (2 years) Manager, Information Technology Services @ - Senior Business Analyst and Application Architect of workflow applications for a global investment bank whose mission was to improve deal flow by accelerating information flow between capital markets professionals in London, New York and Tokyo for a large international investment bank. Real-time information sharing included: financial data, market data, real-time news stories from multiple news wires, e-mail, as well as relational, network database and compound document formats. From 1991 to 1993 (2 years) Bachelor of Fine Arts (BFA), Drama @ North Carolina School of the ArtsBFA, Communications @ University of Minnesota-Twin Cities Louis CSM is skilled in: Insurance, Process Improvement, Program Management, Health Insurance, Retirement Planning, Fixed Annuities, Portfolio Management, Long-term Care, Life Insurance, Disability Insurance, Employee Benefits, Estate Planning, Financial Analysis, Risk Management, Management Consulting

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In a nutshell

Louis CSM's Personality Type

Extraversion (E), Intuition (N), Thinking (T), Perceiving (P)

Average Tenure

1 year(s), 10 month(s)

Louis CSM's Willingness to Change Jobs



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