Brian Romano Email & Phone Number

Boston, Massachusetts, United States

Product manager for API Banking and vendor connectivity solutions at Pacific Western Bank, which was acquired by Banc of California.Launched PWB Direct APIs for client and fintech consumption. Implemented bank-wide API procedures for API standardization, common components, and release process.Released the PWB API Developer Portal to assist business and technical users to evaluate the PWB API offering, access JSON and YAML documentation, build upon sample requests and responses, and review user guides.Built an internal API Admin Tool for operations teams to complete implementation procedures and maintenance outside of technical configurations.Created API implementation procedures from initial discovery sessions through support transition. Managed Legal, Sales, Risk, InfoSecurity and Technology deliverables and procedures.Produced the API digital commercialization plan including announcements on the external and intranet sites, banker one pager and training, direct client announcement and linked in campaign. Implemented roadmap prioritization meetings with product, treasury, and technology leadership. Added integrated payables and stop payment capabilities into PWBs Netsuite application to produce a more seamless experience for our client’s finance team. Leading API conversion efforts for Banc of California onto the FIS core system.

United States

● Product owner for 2 Scrum teams● Delivered and rolled out Tamarac External API solutions● Tamarac owner of external APIs, SSO, 3rd party integrations, and Tamarac user, household and client operations● Collaborated with clients, potential clients, strategic technology partners, and internal teams to identify and define robust, scalable, repeatable integration solutions using Open ENV technology● Implement API solutions with Tamarac consumers to ensure they are implementing an efficient solution using available best practices; establish and attend regular meetings calls to answer questions about the implementation; provide sample workflows and Postman collections● Support clients and prospects, attend meetings representing Open ENV, produce standard solution presentations, demo scripts, and other tools for strategic partnerships● Implemented cross team roadmap prioritization meetings with product, engineering and architecture leadership

Smithfield, Rhode Island, United States

• Account opening product owner for a 10 person Scrum squad• Development, maintenance and configuration account opening work for over 150 institutional broker dealers• Merged a Kanban team to the Scrum team, and eventually converted to Scrumban to utilize the benefits of both methodologies.• Utilized concepts such as servant leadership and continuous improvement to reduce scope change, increase velocity, and increase happiness measurements.• Implemented a business unit work request utility that allows both external and internal business partners to add stories directly to Jira backlogs. Convinced other team of the value, and collaborated to implement for the domain.• Prioritized squad work, balancing both direct client request and development needs across the business unit.• Implemented Jira Align for roadmap planning and reporting of sub initiative and initiatives for tribe leaders.• Plan and facilitate quarterly Tribe Big Room planning sessions, where squads within the tribe review client and project efforts, prioritize upcoming work, and commit to deliverables and dependencies.• Facilitation quarterly account opening steering committee meetings with our 20 largest firms.

Smithfield, Rhode Island, United States

• Manage Integration Services Deployment team• Responsible for implementing Single Sign-On, API and Inbound File Processing integrations with institutional clients, and third party vendors.- Project manage client, vendor and internal business and technology teams.- Configure and troubleshoot test and production environment gateway connectivity.- Research and resolve client coding problems and functional questions.- Document external implementation artifacts.• Increased annual deployment output by 23% and 33% for 2016 and 2017, while maintaining flat staffing levels.• Amid staff reductions in 2017, increased deployment productivity per person by 19%• Implemented an organizational wide metrics program to monitor active and completed work, as well as tracking deployment requests in the pipeline.- Formulated optimal workload, request wait time, duration benchmarks.- Present monthly reports to organizational management.• Publish weekly Deployment dashboard to Relationship Management and Client Experience teams.- Facilitate weekly meeting to review client needs, prioritize requests and manage queue wait times.• Partnered with Vendor Product managers to establish a deployment request intake process.- Manage and publish a bi-weekly review of vendor implementations and requests.- Review client, technology and project interdependencies, and balance needs of each group.• Implemented and manage external certificate management program to reduce production outages. • Established weekly department knowledge sharing meeting to review best standards, new functionality, cross training opportunities, and improve client implementations.• Developing an API XML harness that will assist clients with developing and troubleshooting their UIs from a functional and technical standpoint.• Net Promote Score of 100 in all Manager Effectiveness Surveys.

Boston, Massachusetts, United States

- • Manage National Financial User Acceptance team• Responsible for department resource planning and schedule estimates to ensure end-to-end test case coverage. • Developed and implemented a support model for client workstream testing.- Collaborated with client and implementation test management to share internal and external project and testing practices, and tailored the workstream testing support model to meet client needs.- Lead daily meetings to review project/defects/product related questions. Conducted demos of various functionality as needed.- Provided weekly testing metrics to client and worked with them to determine appropriate times to begin their various workstream testing.• Lead UAT testing for various brokerage projects, both front end and back end. • Architect test strategies, test plans, and test cases in the area of early defect detection and prevention.• Create test cases and ensure traceability to business requirements and functional specifications.• Implemented a release based testing approach to create synergies across project teams in each quarterly portal release. This resulted in a time savings which allowed the department to take on additional functions for testing.

• Business point of contact for technology teams for areas including web and desktop applications, internal administration applications, and the mainframe. • Project Sponsor for technology projects - Secured funding for project, and ensured that it remained on budget and on time- Provided business and systems requirements- Guided product design and scope to ensure requirements and client needs are met- Planned and executed user acceptance testing efforts with both internal partners and external clients• Provided project management for projects from proposal through post implementation- Coordinated and planned projects and manage complex IT programs- Engaged senior management and clients on the project scope, cost and dates• Engaged clients to discuss functional and technical updates to the applications. • Worked across teams to document processes and standards • Security approver for internal user access to production trading systems

• Managed 2 U.S. based teams, with a total headcount of 15 employees. Perform performance reviews, matrix project resource, and promote career development. • Responsible for 11 fulltime offshore resources and 18 offshore professional resources.• Own multiple subsystems of the web platform. Responsible for performing technical sizing estimates, as well as maintaining functional quality and developing subject matter expertise for each subsystem. Served as QA’s point of contact with Business and Technology Partners.• Participate in offshore resource management. At a department level, work with on-shore coordinator to ensure all project teams are communicating and working together effectively. Manage offshore resources to promote project engagement, active participation, and seamless transfer of information and resources.• Responsible for jointly managing the ongoing monthly releases, for functional efficiencies and technical risks. • Voting member of Release Control Board.

• Lead QA testing in various Active Trader Pro (ATP), fidelity.com, and Streetscape projects. Managed testing resources, and responsible for test case coverage, resource and schedule estimating, and maintaining the QA budget. • Provide Module, Integration, System, Functional, and Acceptance Testing- Architect test strategies, test plans, and test cases in the area of early defect detection and prevention- Participate in defect prevention practices during reviews of requirements and designs- Define test plans based on existing and approved business requirements and previous testing efforts- Create test cases to ensure traceability to business requirements and functional specifications- Attend / lead defect triage meetings • Account Records point of contact for automation of manual test cases. Create fidelity.com test scripts using Quick Test Pro. • Lead Process Improvement initiatives for creating project status reports and for impact analysis

• Provide Component, Integration, System, and Functional Testing for RealTime for Marketing product- Produce test plans, test cases, and test scripts for testing of the user interface- Create test cases and scripts to ensure traceability to business requirements and functional specifications• Create and execute automated test scripts using WinRunner for regression testing of the user interface

• QA Lead Engineer on both Business-to-Business and Business-to-Customer eCommerce projects• Provide Module, Integration, System, and Functional Testing- Architect test strategies, test plans, and test cases in the area of early defect detection and prevention- Participate in defect prevention practices during reviews of requirements, design and code- Define test strategies and test plans based on existing and approved business requirements and previous testing efforts- Lead defect triage meetings• Formed and lead Granitar’s Software Quality Community• Created a centralized Quality Assurance Testware Library

• FILI QA Project Lead on various projects• Provide Module, Integration, System, Functional, and Acceptance Testing - Architect test strategies, test plans, and test cases in the area of early defect detection and prevention - Participate in defect prevention practices during reviews of requirements, design and code, technical and business risk assessments - Define test strategies and test plans based on existing and approved business requirements • Established a quality metrics program to allow for quantifiable measurement of application readiness• Created a formalized Risk Assessment Program to detect both technical and business risks early in the software development process. QA Engineers, Software Developers, and any subject matter experts all participate• Coded and tested a template driven insurance policy assembly system