SUMMARY:

• Enterprise Agile Coach with 15+ years of IT Experience in SAFe, Scaling Lean - Agile, Portfolio, Program-Execution, Executive and Team Level Coaching, DevOps, Business, Enterprise & Technical Agility advisor with Training and Implementation at the Portfolio and Value Stream Level experience with Confidential 500 companies with Big 4 Consulting Background
• SPC4 SAFe 4.0 Professional Consultant - Scaled Agile
• CSM Certified Scrum Master - Scrum Alliance
• CSPO Certified Scrum Product Owner Scrum Alliance
• Portfolio Program and Project Management Professional specialized in Kanban
• DevOps, Automation & Artificial Intelligence Professional
• Information Security, Regulatory, Compliance and Risk Professional
• PMP Project Management Professional PMI Project Management Institute
• P.Eng* Professional Engineers of Ontario PEO
• P.Eng* Association of Professional Engineers and Geoscientists of Alberta
• CSC Canadian Securities Course CSI
• Candidate for Certificate in Derivatives Market Strategies Derivatives, Options, Futures, Commodities
• REBBA Real Estate Broker License and Mortgage Broker

CUSTOMIZED SAFE FIELD EXPERIENCE:

Confidential

Responsibilities:

• Managers, Transformation Agents, Senior Management, Leadership, Business Line Leaders, Project Managers, Team Leads, ScrumMasters / Agile Masters, Coaches & Operations, PMO, Support Teams.
• Workshops:
• Coaching through workshops and creating a broad and more in-depth understanding about SAFe.
• Create a strong foundation in various customized SAFe roles, levels, configurations, and technical areas.
• Create awareness, introduction and deep-dive sessions for a business line.
• Create a Community of Practices, Webinars and encouraged servant-leadership and facilitation skills.

Confidential

Responsibilities:

• Enterprise Coaching & successfully establishing Agile practices at Leadership level
• Value Stream Identification, Transformation Agents Identification, Training, Coaching
• Business Line Coaching
• Successfully Initiated Agile in Large Financial Business lines
• Initiate and Agile Transformations at Leadership Portfolio and Team Levels through workshops
• PI Planning, ART Design, Agile Team building
• Implemented DevOps Practices and automation and implemented CI/CD Continuous Integration Continuous Delivery
• Product Management Story Time Story Telling Training for Marketing Teams
• Product Management, New Product Development, Loyalty
• Regulatory Compliance, Privacy Act, CCPA California Consumer Privacy Act
• Information Security, Audit, Risk Management and Mitigation
• Portfolio Program Management, Business Case Development, Pipeline Development
• Program and Project Management, Prioritization and Implementation
• Big Data, Data Science, Data Analytics
• Systems Integration, Vendor Management, Contract Management
• Full SDLC, Automation, Build & Release, DevOps Program Oversight
• Application Life - cycle, Build & Release tools, Continuous Delivery Pipeline Tools Team Oversight
• Continuous Integration, Continuous Deployment Program Oversight
• IT Advisory & Strategy
• Vendor Management, Contract Negotiation and Management, RFP, RFI
• Project Delivery, Change Agent, Organizational Change Management
• Business Process Optimization
• Quality Management
• JIRA, CA Central Rally, ServiceNow and other Project Management and Developer Tools

HEAD OF REGULATORY TECHNOLOGIES CURRENT

Confidential

Responsibilities:

• Startup and Confidential 500 Clients
• Training and Coaching Executive Level, Senior Leadership and Team members
• Oversight Cloud Migration and DevOps Automation Team
• Delivered Information Security Risk Register Audit Compliance Solution
• Implemented Portfolio and Team Level Kanban Board and Prioritization at the Enterprise Level
• Managed Vendor Relationships
• Promote Scaling Agile at Enterprise Scale
• Agile Assessment, Coaching Business Case, Technical Transformations
• Enable Agile Leadership, Leadership at All levels
• Agile Leadership Training preparation & delivery
• Start Transformation from Leadership with Leadership support

BIG DATA SCALED AGILE TRAINER/COACH/MENTOR/PROGRAM MANAGER

Confidential

Responsibilities:

• Work on Customized SAFe based Framework
• Do Vendor Management, Training for Leadership on Product and Marketing Teams
• Consulting, Transformation Leadership at Client place Scrum, Kanban
• Training & Coaching Technology Component Teams
• Co - ordination, Communication & Collaboration with Stakeholders of different Locations
• ART, PI Planning Enabling exceptional Client and Customer success
• Lead Product Development Agile practices
• Develop Product Story Time and Story Telling Training Coaching Sessions with Business Product Teams
• Mentored and Coached Product Teams to develop Epics, Capabilities, Features, and Innovation

SENIOR AGILE DATA SCIENCE COMPLIANCE CONSULTANT

Confidential

Responsibilities:

• Implemented Portfolio Kanban for Data Analytics Team Level
• Developed Framework for Kanban prioritization
• Compliance Program to enrich Big Data across organization in order to adhere to regulatory compliance requirements

AGILE TRAINER COACH MENTOR ADVISOR

Confidential

Responsibilities:

• College Level Credit Course and Corporate Training, Coaching, & Mentoring
• Work with Clients, do research and advise the Clients on suitable approaches
• Advising when to adopt Scrum, XP, Kanban or Scaled Agile
• Corporate Training Leadership from Business Product and Technology

SENIOR PROGRAM MANAGER CONSULTANT

Confidential

Responsibilities:

• Introduced, coached, and mentored business owners, stakeholders, and teams on Agile methodologies
• Trained, Coached and Mentored executives and stakeholders in development of Business Context identifying Strengths, Weaknesses, Opportunities, and Threats SWOT
• Coached and Mentored Product Manager, Chief Product Owner to develop Product Vision, PI Backlogs for Program Initiatives, Product Roadmaps, Product Backlogs
• Facilitated and Lead PI Planning (Program Initiative Planning), Release Train Planning
• Identified Risks and assigned Responsible Owner Accepted and Mitigation strategies ROAM
• Coached, mentored and lead teams in creation of user stories for Client Portal, Account Opening and registration with multiple custodians, CRM integration with Salesforce and Redtail, risk questionnaires, portfolio performance, portfolio rebalancing, model management, pricing, product, functionality, policy, statements, service requests, user interface UI, user experience UX, etc.
• Coached, mentored and lead team in writing enablers / technical stories for Integration across all middle office and downstream systems including billing and eSignature storage requirements, ensure data integrity/reconciliation, risk management and mitigation controls are in place, systems and program requirements to meet all Regulatory Reporting, SRO reporting, compliance requirements were adhered to, leveraging SOR System of Records and Data Warehouse and Business Intelligence Analytics as required.
• Coached, mentored teams in identification of spikes that required Research and Development for gaps in capabilities among team members and coached and mentored teams that lacked domain expertise
• Coached and mentored teams on removal of team impediments
• Facilitated Team Breakouts
• Lead and Facilitated Scrum Team Sprint Planning
• Lead and Facilitated Retrospectives
• Facilitated Scrum of Scrums
• Obtained confidence vote
• Event Planning

SENIOR PORTFOLIO PROGRAM MANAGER CONSULTANT

Confidential

Responsibilities:

• Trained Coached and Facilitated Program Initiative PI Planning to develop PI and Product Backlog with Product Manager and subject matter experts to create user stories and technical stories / enablers Program Initiative Level Investor Web Portal, Advisor Portal, Trade Operations, Account Management, Model Management, Compliance, Technology, Investment Product Design, all Regulatory Reporting, SRO reporting, and compliance requirements.
• Lead Portfolio Level and Program Level Backlog Refinement to prioritize Backlog Items

SENIOR AGILE PROGRAM MANAGER/PROJECT MANAGER BPM APPIAN DOCUSIGN CONSULTANT

Confidential

Responsibilities:

• Lead Executive Level adoption of Agile methodologies and facilitated development of Business Context identifying Strengths, Weaknesses, Opportunities, and Threats SWOT
• Coached and Mentored international teams of Product Managers and Chief Product Owners to develop Product Vision, PI Backlogs for Program Initiatives, Product Roadmaps, Product Backlogs
• Coached and Mentored teams on Scrum, Sprint Planning, Daily Scrum, Reviews and Retrospectives
• Trained teams in writing user stories and enablers for Appian BPM tool for wealth management process improvements through a new Advisor directed Client portal which included real time STP new account opening and client registration, using DocuSign direct to Custodian, using Pershing NetX APIs to enhance processes and integrate with downstream systems

SENIOR BUSINESS PROJECT MANAGER CONSULTANT

Confidential

Responsibilities:

• International Group Foreign Exchange, Volcker, Dodd Frank, Risk Management, Market Risk, Operational Risk
• Coached and mentored teams across multiple value streams to ensure compliance to the FED, OCC, CFTC, SEC, and FDIC s new compliance requirements, Volcker Metrics production Risk and Position Limits and Usage; Risk Factor Sensitivities; Value - at-Risk and Stress VaR; Comprehensive Profit and Loss Attribution; Inventory Turnover; Inventory Aging; and Customer-Facing Trade Ratio
• Classified and tracked risks, issues, and progress and devised risk mitigation strategies

SENIOR PROGRAM MANAGER CONSULTANT

Confidential

Responsibilities:

• Coached and mentored cross-functional teams across multiple value stream across Wealth Management Group, Private Client Services, Trust Agency Services, Brokerage, Commercial Banking Group, Capital Markets, FX, Cash Management, Retail Banking Group, Product, Branch, National Financial Group, Mortgage, Treasury and Capital Markets Operations, Global Payment Services, SWIFT, Fed Wire, Correspondent Bank Routing, Risk, Legal, Compliance, and Learning and Development.

SENIOR PROJECT MANAGER CONSULTANT

Confidential

Responsibilities:

• Coached and mentored teams across multiple value streams for Central Counterparty Clearing OTC IRS initiatives for Compliance with Dodd Frank for Derivatives Interest Rate Swaps and engineer new processes, enhance systems, facilitate change management, and ensure seamless execution and delivery of the project for front office trade capture through back office confirmations, collateral, settlements, cash management, funding, accounting, GAAP, IFRS, SWIFT, Payments, FX, and regulatory requirements.
• Interface with internal and external subject matter experts and vendors to ensure alignment with strategy and successful delivery.

SENIOR PROJECT MANAGER CONSULTANT

Confidential

Responsibilities:

• Collaborated with stakeholders to developed strategic themes and vision for capital markets Growth Initiative in Derivatives
• Coached and mentored teams of subject matter experts and stakeholders across all lines of business for multiple value streams.

SENIOR PROJECT MANAGER CONSULTANT

Confidential

Responsibilities:

• Developed strategic themes and blueprint for rolling out regulatory compliance initiative for largest credit union in country, performed current state, future state and gaps assessments and defined implementation plans for delivery based on a phased approach including all organizational change and process engineering efforts to support adoption.
• Coached and Mentored teams across multiple Value Streams.

SENIOR CANADIAN PROJECT MANAGER

Confidential

Responsibilities:

• Lead multifunctional international teams of 10 local up to 50+ to build out and implemented new business model to support new Global Investment strategy for the Investment Bank s Proprietary Trading Strategies and expansion of its Brokerage Operations.
• Coached Teams to Drive out synergies with subject matter experts and technology to develop and implement new tools, systems, business processes and creation of new business units in front, middle and outsourced back office operations to ensure successful sustainment of new strategies.
• Ensured all Regulatory Reporting Requirements, Capital Adequacy Requirements (CAR), and SRO reporting, and compliance requirements are met

SENIOR PROJECT MANAGER CONSULTANT

Confidential

Responsibilities:

• Accountable for 15+ Value streams for card projects in infrastructure, data warehouse migration, core banking system replacement, business processes reengineering, Point of Sale POS upgrades, Payment Processing, CRM, Call Center Management, Marketing, Data Security and Privacy compliance impacting all areas of IT, systems and lines of business internally and at all external partners and vendors and Compliance to audit and legislative requirements including Taxation, PCI Payment Card Industry Data Security Standards, PII (Personally Identifiable Information), Privacy Act, Bank Act, Insurance Act, AML and corporate security.
• Developed business cases, project scope, goals, and deliverables. Established SLAs (Service Level Agreements), master service agreements, and managed procurement contracts.
• Managed multi - streamed projects and programs for credit cards and insurance projects for Call Center Operations, Back-Office Operations, Risk, Analytics, Fraud and Acquisitions, Marketing, Loyalty, Campaign, and Portfolio Management, Direct Mail, Page of Values, Telemarketing, Statements, Payment Processing, SWIFT, Payment Consolidation, Data Warehouse/Business Intelligence and Analytics, Rapid Credit at Point of Sale, Web, and IVR for migration effort and strategic initiatives.

MANAGING DIRECTOR

Confidential

Responsibilities:

• Startup Real Estate Holding, Property Management, Mortgage and Real Estate Broker Business. Accountable for all operational and project decisions.