• Senior Manager of the analyst team on a transformational IT and business process improvement program converting a custom home-grown system using manual paper signature process to integrated streamlined entry, online client review and one-click acceptance allowing Financial Advisors and clients to open accounts in minutes instead of weeks. • Assisting the Senior Product Owner in determining the strategic initiatives and assessing priorities for delivery.• Partnering with Lead Developers to design and implement on the strategic initiatives to enhance the technology stack used by our field partners and end clients.• Implementation of Scrum framework to transition the program align with Agile methodology.

• Long term Analyst on a transformational IT and business process improvement program converting a custom home-grown system using manual paper signature process to integrated streamlined entry, online client review and one-click acceptance allowing Financial Advisors and clients to open accounts in minutes instead of weeks. Accelerated the initial launch of the product during COVID to support client onboarding electronically during pandemic lockdown.• Assisted as interim Product Owner keeping product backlog updated, driving business process change decisions and assisted with Product Roadmap.• Managed BA scope and schedule for requirements gathering, grooming sessions with business and development teams.• Organized, tracked progress, managed issues, decisions and risks associated with End-to-End Business Testing.• Lead Business Analyst on large scale project to onboard a major Property and Casualty Insurance company on to RBC’s Brokerage Platform managing anywhere between 3 to 10 Business Analysts on multiple projects.• Acting as the Business Process Lead, developing and documenting the business process Insurance Agents will move in to, assisting in the transition of proprietary mutual funds into the fiduciary role as a Financial Advisor.• Consulted in assessing the client’s interpretation of the Department of Labor rules, including navigating the terminology changes from their proprietary business to industry standards.