Alan Rosenbaum Email & Phone Number

San Francisco, Ca, Us

Ellicott City, Maryland, United States

Managing projects to develop and rollout new features and services to customers and internal users.- Manage delivery of new products such as Dark Web Scanning and Threat Assessment Reporting.- Manage projects to build and deliver a Unified Endpoint Agent architecture and migrate support to Zendesk.- Technology stack: TypeScript, Golang, AWS, ChaosSearch, Elastic Search, Kubernetes, Grafana, Datadog.- Setup and manage projects, automations, filters, and dashboards in Jira.- Build and maintain project reporting automation in Confluence.- Supported rollouts of Zendesk, Aha!, and Jellyfish.

United States

Responsible for architecture, implementation, and support for IT applications and infrastructure, including web commerce, ERP, warehouse/logistics, Point of Sale (both retail and restaurant), office productivity, network, security, videoconferencing, and telephony.- Drive architecture and strategy for integration, configuration, and customization of purchased applications and systems.- Own/manage vendor relationships with Oracle/NetSuite, Salesforce, Celigo, and credit card processors.- Project manage upgrade and conversion of website to native NetSuite SuiteCommerce Advanced functionality.- Expand SuiteCommerce InStore POS iOS system to new locations.- Support users of the ERP system and integrated applications, including NetSuite, SuiteCommerce Advanced, SuiteCommerce InStore, Warehouse Management System, Bronto, Salesforce Cloud & Marketing Cloud, and Celigo (integrator.io and CloudExtend).- Setup, launch, and train users in Agile project management methodology using Atlassian/Jira tools.- Manage and support Microsoft 365, 8x8, and Teams productivity and collaboration tools.

San Francisco, California

Led projects with cross-enterprise impact, acting in both a project management and Agile scrum master role.- Program Manager for build out and implementation of Skience workflow within Private Wealth Management's Salesforce Sales Cloud instance.- Scrum Master for Infrastructure and Unified Communication & Collaboration within the bank's project to upgrade company-wide email and productivity applications from outdated on-prem infrastructure to always current Microsoft Azure & Office 365 SaaS/PaaS. Includes upgrading voice/video-conferencing with interoperability between WebEx, Teams, and other platforms for both conference rooms and individual workstations. Technologies: Microsoft Azure, Office 365, Intune, Sharepoint Online, OneDrive, Teams.- Led an initiative to upgrade data center server operating systems for currency.- Managed a project to implement Nuvolo facilities management software within the bank's ServiceNow infrastructure.

San Francisco, Ca

San Francisco Bay Area

Directed projects considered high risk due to cross-enterprise dependencies, complex requirements, or significant financial impact- Led a project to add inbound Single-Signon functionality that onboarded $1.2 billion in new retirement plan assets in 2017 from a major new plan administrator/recordkeeper. Effort required project planning, resource forecasting and scheduling, risk and issue management, internal and external project communications, and contract management with a key external partner.- Led projects supporting new product launches of Pledged Asset Line bank loans, Institutional Intelligent Portfolios (automated “robo” investing) and Aggregate Margin brokerage accounts for the firm’s Registered Investment Advisor segment, each resulting in significant new revenues, new assets brought into the firm, and improved competitive advantage in the advisor segment where Schwab leads in market share.- Scrum master for multiple software delivery teams, responsible for establishing and supporting Agile Scrum process. Coached team members on scrum ceremonies and activities such as user story creation & backlog grooming, sprint and release planning, planning poker, daily scrums, and sprint retrospectives.- Handled Vendor Management with offshore vendors supporting the Messaging Engineering and Schwab Advisor Center groups, including work order/contract negotiation, recruitment/screening, and resource planning/management.- Migrated Agile backlog and team project information from MS Team Foundation Server to Atlassian Jira to support the firm’s evolution towards a Continuous Development/Continuous Integration Atlassian software stack.

San Francisco Bay Area

Maintained high availability and provided technology integration support for web service and pub-sub mechanisms critical to the firm’s major applications and web properties- Managed the firm’s core middleware infrastructures, including a web services based request/reply bus and external API gateway as well as an asynchronous bus. Technologies: IBM Datapower XI-50/XS-40 and MQ/Websphere Message Broker.- Consulted with internal customers to develop technology strategies supporting architectural and strategic goals, including SOA compliant messaging mechanisms.- Supervised and coached team members to improve productivity, engagement, career growth, and thoughtful transition planning as jobs and roles evolved or were relocated after infrastructures retired.- Developed strategy for transitioning work to offshore vendors. Negotiated work orders under the organization’s master services contract.- Recruited, interviewed, and hired new team members.

San Francisco Bay Area

Managed Schwab’s hosting platform for Java-based services (handling 30 million transactions/day).- Drove service providers and consumers to use the platform and follow application development standards.- Technologies: Websphere base and ND, J2EE- Drove the company wide effort to retire outdated but widely used (100 million transactions/day) middleware, saving $1.4 million annually and consolidating all traffic onto the new request/reply bus. Retirement was achieved by building, maintaining, and supporting infrastructure that allowed front end applications to continue invoking old APIs while routing requests across the new web services-based request/reply bus. - Technologies: IBM TXSeries distributed CICS, Schwab-proprietary java and C clients.- Managed the firm’s asynchronous messaging infrastructure. Technologies: IBM MQ and Websphere Message Broker.

San Francisco Bay Area

Responsible for delivery of infrastructure and tooling enhancements for components of the firm’s new Request Reply Bus web services integration infrastructure.- Performed resource planning, dependency identification, sizing, and balanced tradeoffs between customer needs and critical paths in project plans.- Structured projects into Inception, Elaboration, Construction, and Transition phases, following the Rational Unified Process.- Coordinated with key initial adopters to support development of web services by service domains and adoption of those services by front-end application teams.- Managed developer and tooling documentation as well as project governance.- Drove adoption of java application frameworks and supported users. Documented and supported IDE-based development environments.- Tools used for project planning, communications/websites, budgeting, and reporting: MS Office, MS Visio, MS Project, and MS Sharepoint.

San Francisco Bay Area

Led ERP software selection and implementation projects for client firms.

Fredericksburg, Va

Led the company's strategic planning function to align business investment with clinical and business priorities.