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Product Owner Resume

Raleigh Nc Richmond, VA


A results and quality driven professional, with extensive experience developing business growth solutions and processes among banking, insurance, healthcare, and securities industries. An self - organized multi-tasker, who thrives in high impact, fast-paced, challenging environments that demand response to rapid change. Collaborative leader with expertise working across business teams to influence efficiency and maximize value.


  • Market Strategy Analysis
  • Systems Development Lifecycle
  • Budget Analysis
  • Project Management
  • Enterprise Resource Planning
  • Financial Planning
  • Compliance Management
  • Process Improvement
  • Change Management
  • Data Analysis & Reporting
  • Risk Management
  • Personnel


Confidential, Raleigh, NC & Richmond, VA

Product Owner


  • Product Owner among cross-functional team, focused on developing new customer relationship management software, to integrate across 19,000+ agencies.
  • Stakeholder in all Agile ceremonies from sprint planning, backlog refinement, daily standups, 30+ bi-weekly sprints and demos, and retrospectives.
  • Leverage internal organization relationships to conduct interviews among users with ranging levels of experience, and create reports to mine data.
  • Analyze data to represent customer and identify key features to develop user stories for sprint planning.
  • Provide business perspective on value, to the team, during development of new enterprise CRM software.

Agency Manager



  • Cultivate relationships among customers, prospects, industry peers, professional organizations, suppliers, stakeholders, and competitors, to stay abreast of industry and internal trends, while managing the timely flow of business intelligence information.
  • Lead requirement gathering sessions of needs, goals, and risk tolerances with business owners and individuals.
  • Leverage business intelligence and industry trend data to support actionable recommendations providing insurance, banking, investment, and healthcare solutions.
  • Manage various agency projects, marketing campaigns, strategic sales planning, and enterprise reporting for agency.
  • Analyze internal reports and external data to identify and implement agency growth strategies.
  • Conduct individual onboarding of new agency staff and ongoing development sessions with existing staff, to ensure compliance.
  • Maintain compliance records and reporting for all agency staff.
  • Member of collaborative team within Confidential enterprise, seeking to increase profits and reduce costs through continuous business process improvements and strategic initiatives.
  • Increased multiple agencies books of business by minimum 15% annual growth, through client acquisition and retention for 5+ years.

Confidential, Raleigh, NC



  • Researched industry data and submitted responses to RFP’s from businesses and non-profit organizations, seeking to implement group healthcare plans and pre-tax employee group retirement savings plans.
  • Managed sales plans and marketing projects, from initial submission of proposals to businesses and organizations, to promotion of benefits, and servicing of existing organizational and individual clients.
  • Conducted customer interviews and surveys to mine data, and identify unique requirements of risk tolerance, goals, and needs.
  • Developed solutions for business owners to prepare for retirement, through strategies of banking, cash management, insurance protection, and investment planning, to achieve stated goals and requirements.
  • Held recurring meetings with stakeholders, to determine system requirements, as well as formal change control meetings to ensure agreements on new or changed requirements.
  • Spearheaded the planning of release testing efforts by generating requirement reports for those in need of testing, in order to complete the verification and validation of web-based client account access sites.
  • Finalized documentation requirements were compliant for transition to operations / systems delivery.
  • Managed territory of 350+ public schools, to meet with educators and staff in group and individual settings, to educate, identify goals, strategically plan, and enroll in suitable supplemental retirement savings and other financial products.
  • Coordinated print, e-marketing, and face to face marketing, for district meetings and school faculty meetings with members and non-members, to promote NCAE and the member-benefit programs.
  • Built and nurtured relationships with local and state school system elected officials, NCAE executives, and school system administration staff, based on trust, proficiency, responsiveness, and performance.
  • Increased employee supplemental retirement plan participation by no less than 33%, throughout school systems within assigned territory.

Confidential, Raleigh, NC

Account Manager


  • Researched and submitted employer sponsored pre-tax group retirement savings plan proposals, to various levels of leadership within municipalities, NC public school systems, businesses, and organizations.
  • Worked with numerous human resources departments throughout assigned territory, to implement enrollment and servicing processes for individual employee retirement accounts.
  • Conducted group employee seminars, followed by individual requirement sessions to determine financial goals, needs, risks, and solutions for retirement planning.
  • Developed site account testing procedures for Confidential /ING System Administrators and Database Administrators.
  • Maintained minutes, high level reporting, and presentation materials for weekly meetings among senior management.
  • Evaluated and compared the relative quality of various securities in a given industry.
  • Completed procurement documentation in order to successfully acquire new clientele.

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