Andrea Ow Pmi-Acp® Email & Phone Number

San Francisco, CA, US

• Drive stratigic planning, budgeting, resource allocation and project execution for project portfolio supporting 7 Lines of Business with annual budget over $40M across 250+ team members. Portfolio aligning against.
• Implement stringent Program Governance on major strategic initiatives including Salesforce Financial Services Cloud rollout to 90+ Wealth Management teams, influenced Business leaders, Product owners, Technology.
• Establish OKR framework across 6 Functional Product Leaders to improve alignment of annual priorities with overall PWM strategic goals and objectives.
• Introduce Agile driven reporting to increase data-driven outputs by 50% for Product Management team and EPO Leaders utilizing JIRA dashboards and Tableau reports.
• Mature Agile and Product approach across the PWM Platform 250+ team (Product, Tech, Change Mgmt, PMO) by instituting industry best practices including Quarterly Increment Planning, Iterative Execution, Building High.

• Strategic leader of Franklin Templeton Services Program Management Office with oversight of all Strategic and Tactical projects. Aggressively manage Investment Accounting $20M+ annual project portfolio.. Oversee.
• Defined Program Goverance for $70M multi-year Investment Accounting Program resulting in successful delivery of milestones. Other tools implemented to ensure smooth delivery include change management best practices and.
• Managed communication across 100+ stakeholders and project team members across multiple departments for tranformation program to replace Investment Accounting Platform.
• Developed and enforced PMO best practices across project portofolio including project prioritization process, interaction model across teams, project budget & status standards and business decision framework.
• Implemented new Portfolio Dashboards for executive leaders transparency, dramatically improving decision making on project risks, portfolio budgets and resource capacity planning.

• Managed Asset Management Technology organization supporting Investment Management business responsible for over 40% of company’s assets includes Mutual Funds, Managed Accounts, Mutual Fund Clearing and Fixed Income..
• Grew organization more than two-fold to meet business needs while meeting efficiency goals to reduce cost by 25%. Early adopter of offshore managed services.
• Managed $20M annual project budget, defined techical roadmap for 52 applications and delivered over 20 concurrent project across multiple platforms.
• Improved project delivery with decision making model following industry-wide Value Engineering principle
• Monitor and ensure delivery of $10M multi-year Program to meet newly mandated Security Exchange Committee (SEC) requirements, over 28 systems enahanced or developed

• Lead application development team responsible for all mutual fund systems which included trading, fund placement, shareholder accounting, third-party billing and reporting functions.
• Conscientiously led development and implementation of a new mutual fund trading system, one of the largest and mission critical systems at Schwab.
• Ensured system handled complex regulatory requirements, multiple businesses users, and scalability for continued growth.
• Energetically led, managed and directed over $2 Million dollar development project to build new mutual fund trading service processing approximately $5 Billion dollars of customer trades per day.
• Achieved 99.9% production availability of Mutual Fund Trading by securing budget to implement new Critical Engineering Team and associated processes.

Led development, design and implementations of all new features across the mutual fund trading system. Attentively managed all mutual fund trading development to ensure integrity and integration of all enhancements. Improved organizational effectiveness by advocating and implementing standardize development processes, procedures and documentation. Managed.