SUMMARY:

• Confidential offers 20 years of experience as an information technology leader. He has proven success creating collaborative, high performing teams, managing large initiatives and technology portfolios. He also has experience requesting vendor RFP’s, reviewing, selecting, and implementing 3rd party applications.
• He has demonstrated leadership in delivering projects faster, at a lower cost, and at higher quality. In addition, Confidential plans and executes implementation and business readiness to ensure successful delivery to the end - users. He is a results-driven professional with experience in managing issues, working with and building strong relationships, and an excellent communicator for all stakeholders. Confidential has driven full life cycle projects end to end as well as successfully managed turnaround situations, both internal and client facing.
• Extensive experience in project-management, both as a coach and as a practitioner, including agile scrum, managing sprints, resolving blockers, performing retrospectives, effectively managing the backlog, scope management, resource management, project estimates, risk management, contract negotiations, planning and tracking, quality, and change management.
• Idea generator and manager of innovative, cutting edge technology solutions (ie. Digital and mobile applications) managing high risks effectively and insuring private and critical data is protected.
• Resource management, assessing, coaching, mentoring, and hiring staff as needed.
• Proven track record delivering customer facing software implementation.
• Proactive relationship manager focused on success by making sure clients are ready for change prior to implementations
• Relationship manager / Project Manager with strong business acumen, financial skills, and a person that is able to successfully explain technology solutions to the business and the need for particular business solutions to technology.
• Managed and supported client facing software implementations. Performed multiple software rollouts for Fortune 500 companies nationally and globally.
• Strategically influenced large financial advisory firm to begin a digital strategy and managed the first two mobile products for over 10,000 advisors.
• Set up a proof of concept to demonstrate and prove the benefits of agile scrum. Planned, coached, mentored, and managed the agile framework and project.
• Effectively work with challenging business units, often acting as the intermediary between business and technology, offering solutions to challenging problems that have a direct and/or indirect impact organizationally.
• Agile coach and mentor for multiple clients seeking to either implement agile methodology or improve their current project management process.

TECHNICAL SKILLS:

TOOLS: /METHODS: RFP s Agile Methodologies Waterfall Methodology SDLC JIRA Version One TFS MS Project Project Server Visio Change Management Xamarin Phone Gap INDUSTRY APPLICATIONS Strategic Roadmaps HCM Time & Labor Lawson HR Financial Planning Strategic Planning CRM

PROFESSIONAL EXPERIENCE:

IT Management Consultant / Agile Coach / Scrum Master

Confidential

Responsibilities:

• Executive consultant recommending processes and tools to implement and structure the new Mobile Center of Excellence.
• Set-up, coached, and implemented Agile Scrum methodology for the Mobile Center of Excellence. Also, incorporated the agile methodology into a very vigorous validation process required by Confidential in order to comply with FDA rules.
• Scrum Master managing the first in-house developed mobile application. The application was built utilizing Xamarin as the cross-platform tool and is available on iPhone, Android, and Windows. The application interfaces with enterprise applications such as SAP, Active Directory, and Reliance ETQ to directly pull data for searches and lookups. This is an enterprise global quality complaint system that allows sales reps to enter a complaint.
• Directed and managed the development of a highly complex “offline form” required to be built in excel, yet has the functionality similar to a user friendly web site. The form is to be used by worldwide reps, translated into seven languages, upload and extract data properly into the web based global quality complaint system.

IT Management Consultant / Agile Coach / Scrum Master / Product Manager

Confidential

Responsibilities:

• Consultant helping companies meet delivery, financial, and quality goals. Provide strategic guidance and management teams, departments, and companies on solutions and methodologies for delivering technology in a cost effective manner while delivering higher quality at a faster implementation timeframe.
• Provide recommendations to business, IT leadership, and CIO as an external expert in standards, disruptive technology (ie. Mobile device applications), competitive technology landscape, and strategic direction / roadmap.
• Direct management and execution of high visibility, highly complex technology applications and system integrations. Programs and projects have ranged from large, complex, systems conversion and implementations in various industries to mobile application development projects enhancing customer user experience and sales force tools. Responsible for financial accountability and management, issue resolution, resource management, timelines, and overall project delivery.
• Planned, coached, and executed agile framework for a company that was embedded in standard waterfall methodology.
• Built strong partnerships with business units, leadership, and within IT. Effective communication and presentations for various stakeholder audiences leading to buy-in by various leadership groups (business and IT) in order to successfully implement significant technology, process, and behavioral changes.
• Met critical deadlines, managed continuous scope change and prioritization, and routinely resolved conflicts.
• Coached and led teams that implemented functionality for mobile activation, exchanges, and returns increasing their use of agile scrum and effectiveness.

Agile Coach / Scrum Master / Sr. Project Manager

Confidential

Responsibilities:

• Managed Marketing initiatives and Interactive Advisor technology solutions in Advice and Wealth Management.
• Leader who provided solutions for business and technology serving advisors, clients, and potential clients.
• Set up and coached multiple scrum teams in the development of several technology applications. Initially, this was a proof of concept for demonstration to leadership that later evolved to a practice within Confidential .
• Drove enterprise technology initiatives collaboratively leading to higher quality and success, overall cost savings and quicker delivery.
• Effectively communicated and presented with all stakeholders as necessary, including CIO and senior leadership.
• Accountable for marketing and evangelizing an innovative new method for delivering technology solutions for a portfolio of cross-enterprise projects via an iterative process. Partnered with senior leadership and CIO.
• Led the effort to provide security and audit solutions for all mobile devices and approved applications
• Developed and executed change plan for a high level of organizational adoption.
• Established strong partnerships and communication with business leaders. This allowed technology to provide insight and expertise on business initiatives at idea and project inception.
• Managed cross-functional teams and enterprise wide projects. Hired, managed, and developed employees, contractors, offshore, and vendor partners, including performance reviews, mentoring, and work direction.
• Nominated for Chairman’s every year

Program Manager / Sr. Project Manager

Confidential

Responsibilities:

• Program Manager accountable for HR Technology
• Managed a very large global enterprise program, leading multiple project and project managers for successful delivery of integrating HR Technology. Regular communication and meetings with stakeholders and CIO.
• Accountable for delivering extremely complex implementation project on an extremely aggressive timeline, within budget ($14MM), and with Quality (impacts people’s paychecks so as close to 100% as possible)
• Developed a world class implementation team for the HR enterprise wide integration program. Hired and managed employees, contractors, offshore, and vendor selection.
• Recognized for outstanding performance each year

Program Manager

Confidential

Responsibilities:

• Championed the on-boarding and integration of multiple product vendors expanding the product line for Advisors to offer clients. Developed a full program, resolved complex issues in a timely manner, managed communications to all levels of the organization, and documented a specific repeatable process for the future use. This will reduce future project costs by >50% and reduce the implementation timeline by approximately 60%.
• Managed the SDLC utilizing resources on and offshore. Followed a structured methodology and managed multiple vendors during development and throughout the entire SDLC.
• The successful implementation of these vendor products was expected to increase assets by over $100MM during the first year.

Sr. Project Manager

Confidential

Responsibilities:

• Managed a large, complex, system conversion / integration. The integration included both 3rd party vendor systems and in-house applications. Assured continuity of user expectations and data query access for all system users including sales force, operations personnel, management, and others.
• Resolved extremely challenging business and technology issues involving multiple vendors, business units, and regulatory bodies while keeping the project on schedule and within budget.
• Transitioned the requirements of mutual fund transactions and processing to the 3rd party vendor saving the client nearly $1 million in additional project costs.

Business Information Officer

Confidential

Responsibilities:

• Promoted to Business Information Officer based on my performance, rapport at all levels of the organization, broad knowledge, and overall respect by colleagues.
• Spearheaded the creation of a program strategy for managing, analyzing, and converting financial applications to improve productivity, data integrity, and leading to a more accurate and faster month-end process
• Led multiple custom development and packaged software implementations ranging from multi-million dollar comprehensive business technology solutions to small development efforts leading to better efficiency and day to day operations.
• Piloted a structured methodology and led the implementation of an iterative methodology throughout the enterprise. Co-Led the creation of an enterprise PMO and the implementation of a Project Portfolio Management (PPM) solution.
• Managed the implementation of the Mercury toolset and enterprise business and technology governance from RFP through implementation.
• Researched, defined, and established a series of global business solutions. Projects included improving operational performance, improved data integrity, and better reporting

Co-Founder / VP of Technology

Confidential

Responsibilities:

• Developed and structured a start-up company to provide secure mortgage originations for North American’s purchasing property in Mexico, Costa Rica, and Panama.
• Created a formalized process to help people “own” their dream home.
• As a start-up company, I was accountable for “everything” with my business partners, but the primary key to success was “user and customer experience”, marketing, and key partnerships in the relevant countries.

Project Manager / Business Analyst

Confidential

Responsibilities:

• Spearhead multiple business and technology projects as well as act as a subject matter expert in key knowledge areas.
• Led effort to switch vendors mid-stream based on business requirements, business complexity, and the need to use a leader, not test a start-up.
• Managed fixed-income data cleanup after conversion. Saved company $60MM in write-offs by sorting and allocating data appropriately.
• Identified the ability to electronically send statements / confirms / prospectus to clients saving the company $1.2MM annually in postage alone.

Sr. Consultant / Brokerage Expert / Project Manager

Confidential

Responsibilities:

• Management / Technology consultant to multinational corporations. Projects included ERP vendor selection, CRM solutioning and implementation, full system development life cycle custom development projects, IT governance strategy and implementation, strategic analysis and decision, business process re-engineering, merger and acquisition strategy and analysis, and more.
• Led business analysis effort for Confidential investment management and securities business unit. Noted as knowledge expert in brokerage industry.
• Managed large, complex, custom development and strategic technology projects helping fortune 500 companies achieve higher profitability through revenue enhancements and cost cutting initiatives.