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Michael Woertz Email Address


Job Title

Delivery Manager, PWM Portfolio

W.L. Lyons

W.L. Lyons , Inc. is a financial services company which specializes in financial planning, public finance, investment banking, business succesion planning.


Twenty-five years experience in information technology with more than fifteen years in leadership positions supporting enterprise level systems. • Demonstrated experience with both client and vendor relationship management. •Knowledge and experience with project governance, program and project management. • Experience leading and executing software development projects, SDLC standards, and agile methodologies. •Expert ability to work within a high operational tempo environment directing efforts on multiple simultaneous projects. •Capable of implementing industry standard best practices, methodologies, and process to create best-in-class services and operations. •Proficient at risk identification, contingency planning, crisis management, troubleshooting, problem solving, and negotiating. •Able to develop and implement strategic initiatives as well as direct and execute operational activities for information technology departments. •Experience managing resource allocation, and executing on projects with a globally distributed staff including off-shore development teams. •Excellent written, briefing and presentation skills.

Last University
Attended University of Evansville
Lives in Louisville.

Other people working at W.L. Lyons:

Joe HedgesServices Account Executive Enterprise and Chicago
Chris BooneInvestment Products Group- Mutual Fund Analyst
Ted BatesVice President-Financial Consultant
Joe CutsingerSenior Vice President
Susan HuffmonVice President and Manager of Organizational Development
Terry HostyRegional Director and Senior Vice President
James AllenChairman and Chief Executive Officer
Nick Papachristou**********@hilliard.com
Cathy HamiltonAsset Control Specialist
Elizabeth KaplanChief Compliance Officer- Advisory
S. Settle*******@hilliard.com
Dana Estes*******@hilliard.com
Angela PurcellDirector Investment Services
Garrison CoxI Can See What You Meant to Say – But Didn't
Trina SpaldingVice President, Chief Information Officer

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