Mark Bolton, Project Manager in Tampa, FL, United States
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Mark Bolton

Verified Expert  in Project Management

Project Manager

Tampa, FL, United States
Toptal Member Since
December 26, 2018

A digital transformation and adoption lead, Mark is also a Certified Scrum Master and Prince2 project manager with large-scale global delivery experience in financial services, IT, and business transformation. He builds, leads, and delivers programs with up to 250 staff and $50 million in spend. Mark has substantial BPO leadership building remote teams that support business and IT.

Project Highlights

Digital Adoption and Content Archetype Lead
Led the digital content development for a major, global digital tool that goes into production in June 2020.
Digital Project Manager - Morgan Stanley FX Platform
Digital platform built and enhanced agile approach.
Project Manager - ABN-Amro Fixed Income Platform
Delivery of a fixed income platform.


Work Experience

Managing Director

2015 - PRESENT
Transform Consulting
  • Led the successful delivery of multiple projects (see the projects section) for clients in the US and Europe.
  • Managed quality assurance on projects delivered in Canada, the US, Mexico, UK, and France.
  • Led business development and account management.
  • Served as the digital adoption lead at PWC on a large, global program.

Director of Global Change

2010 - 2015
  • Led Americas implementation (7 countries) of a global AML ToM design. Co-designed the AML ToM.
  • Led the Mexico AML ToM design and implementation. Ran the RFP process selecting PWC as the preferred local delivery vendor.
  • Mobilized and led the global EMIR program across the front, middle and back office teams to provide clearing, reporting and margining for OTC derivatives.
  • Mobilized and led the Financial Transaction Tax programs in France, Italy and Spain to record collect and remit to various European financial market regulators.
  • Mobilized and led the global program to increase Payments & Cash Management product salesforce effectiveness to small business in 35 countries by automating multiple sales processes and increasing client face time by 35%.
  • Analyzed global spot FX flows and market share to identify an additional $1Bn of global revenues. This resulted in a new Wealth product offering to HNW clients and the 'girl on the lemonade stand' global TV advertising campaign for HSBC.

Project Manager

2009 - 2010
Freelance Project Manager
  • Led multiple developments of a global fixed income trading platform (Matrix) managing two scrum masters.
  • Led and drove delivery of a new fixed income product launched into a highly competitive recession market. Led global expansion to Canada.


2003 - 2009
Freelance Entertainment Professional
  • Performed on camera. Resume available at IMDB on request.

Project Manager

1998 - 2002
  • Project managed for Credit Suisse multiple projects in IT infrastructure delivery including trading floor refits and data center move.
  • Project managed for Barclays Capital multiple projects including the divestment of their global fixed income businesses to Credit Suisse. Led multiple IT work-streams.

Project Manager

1994 - 1998
Freelance Project Manager
  • Led Barclays Capital Equities business relocation project from the City to Canary Wharf moving 650 front-office desks along with 55 associated systems.
  • Led a project at UBS to catalog the entire applications suite to enable simplification and re-alignment of resources.
  • Led a project at Goldman Sachs Equities to build project management tracking and time capture infrastructure.

Project Manager

1990 - 1994
  • Analysed and designed a major process reengineering effort in Treasury following the 1991 Salomon Brothers US Treasury Auction crisis.

Digital Adoption and Content Archetype Lead

Led the digital content development for a major, global digital tool that goes into production in June 2020.

I was a digital content and adoption lead, a key leader in the design, development, and adoption of a transformational enterprise-wide digital delivery platform that embeds organizational IP content and links to a vast library of internal digital support collateral. Critical responsibility is providing ‘account management’ coverage of a number of major business units on their journey to use and adopt the new platform. The program extends over two years, covers two digital platforms, 11,000 users throughout the US, and 45,000 items of digital collateral

Digital Project Manager - Morgan Stanley FX Platform

Digital platform built and enhanced agile approach.

Delivered a number of critical enhancements and new business services across three critical streams of activity on the award-winning Matrix eCommerce platform. Technologies include Adobe Flex and Java with all code and testing being developed in an agile scrum environment of rapid two-weekly code/test/deploy cycles.

Project Manager - Citibank Custody Services

Multiple delivery successes in BPO, technology, and target operating model design.

Led a team in Global Custody business saving Citi $1.2M in FTE spend and recovering $6M in client fees. I built hybrid on-shore/off-shore BPO teams in Custody and Prime services managing the entire transition to BPO including in my team:
 Supporting stakeholders throughout the entire BPO transition including redesign and deployment of the changed business model (processes, organization and systems footprint)
 Location strategy development
 Business process analysis and documentation at L1 to L5
 ISO standard procedures documentation down to the key-stroke level
 World-class training of off-shore resources via video and screen share
 Support model and coverage hours for IT and business functions (including escalation and workflow)
 MIS – MTPs, effort, cost/benefit, business cases
 RPA – Automation Anywhere, BluePrism, proprietary tools
I closed and planned a second phase to deliver a transformation program, hired and engaged the resources, and mobilized the project to dramatically increase automation (RPA), save 10 FTE, improve client service levels, and improve senior management reporting. CAPs and high priority projects were developed into an integrated delivery program ensuring regulatory compliance.

Project Manager - ABN-Amro Fixed Income Platform

Delivery of a fixed income platform.

Working through IBM Consulting, I co-led the functional testing program of a major fixed income trading system. Products included vanilla European government bonds, gilts, and European corporate bonds. Role included business analysis with traders and trade support to develop test scripts including tests and expected results. Regular status reporting to the overall implementation program manager and the project steering committee detailing test results, fails, retests, and bug fix progress.

Project Manager - HSBC UK Ring-Fencing for Trade Finance Business

Led highly successful global IT and business team and turned around a failing PMO.

Led a $15 million initiative to split the UK operations into three entities (ring-fenced, non-ring-fenced, and underlying service company) to ensure compliance with the UK's "too-big-to-fail" legislation - similar to implementing Glass-Steagal. I led 50 resources in Canada, Europe, and Asia to deliver three major work-streams. Zero tolerance for late delivery meant a strict focus on ‘do-ability' risks. I was responsible for the entire multi-billion dollar Global Trade Finance business transition to the non-ring-fenced bank using a logical separation approach in the systems landscape from client-facing (including web portals) all the way back to core banking, finance and risk management systems. While in the role I also took on the management and rebuilding of the PMO which had been operating in severe crisis mode with attrition and morale problems. Through daily meetings and team rebuilding exercise, I turned around the team to a performance grade from an "F" to a "B."

Project Manager - HSBC Global AML

Developed the global ToM design and provided Americas regional leadership.

Developed AML customer due diligence (CDD) target operating model (policy, process, organization, technology) for global, commercial, retail, and private banking to detect and deter money-laundering (crime, terrorism), sanctions evasion (OFAC), and tax evasion (FATCA and CRS) within the wider compliance framework. Deployed a global standards AML CDD target operating model into Canada, US, Mexico, Brazil, Argentina, Chile, and Uruguay with 150+ staff and $100 million budget over three years (Global Standards Program).

Project Manager - HSBC EMIR Global Project

On-time, on-schedule delivery of a complex regulatory project.

Delivered the bank's response to EMIR and directed the design team to deliver a viable response that met regulatory timelines. Created the global EMIR program in three months with 150 staff in four global locations structured across six core work-streams.

Project Manager - Wells Fargo Balance Sheet Management

Delivery of CCAR.

Led the counter-party credit risk program delivering a re-engineered CCAR regulatory reporting process for wholesale banking and improved stress-testing scenarios. Starting with a team of four on a short high-level business analysis engagement I closed on a team of 12 for a further 6-month engagement to mobilize the program, complete business analysis, tactical and strategic design, and ensure robust governance. The program re-engineered and re-tooled both business and supporting technology to enable daily STP of CCAR federal reserve 14 A/Q reporting using the latest (currently advanced CVA) risk models in both front-office and throughout risk. Extensive exposure to OCC and fed delivered MRAs and coordination of responses across credit risk.
2011 - 2012

Diploma in Securities and Derivatives

Chartered Institute of Securities - London, England

2007 - 2008

Certificate in Finance

University of California - Los Angeles, California

2002 - 2003

Master's Degree in Drama

Academy of Live & Recorded Arts - London, England

1998 - 1998

Diploma in Entrepreneurship

INSEAD - Paris, France

1987 - 1990

Bachelor's Degree in Business Administration

City University - London, England


Certified Scrum Master

Scrum Alliance





Advanced Social Media Strategy Certification

Hootsuite University


Investment Advisor

Chartered Institute of Securities





Microsoft Project, Google Docs, Trello, Slack, Confluence, Jira, TFS

Industry Expertise

Banking & Finance, Financial Services, Regulatory Reform, Merchant Banking


Agile Project Management, Waterfall Development, Scrum, Agile Product Management




Consulting, Project Consultancy, Stakeholder Management, Stakeholder Engagement, Project Management, Projects, Project Planning, Project Management Office (PMO), Investment Banking, Commercial Banking, Program Management, Wealth Management, AML, Anti-money Laundering (AML), Regulatory Compliance, Learning Management System Administration, Product Management, Digital, Content Creation, International Payments, Compliance

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