Lead coach and trainer in SAFe transformation across all technology areas. • Principal member of Agile transformation CoE. Developing transformation roadmap, organizational role definitions, integration with existing portfolio governance processes, Agile Playbook. Planned, trained, coached ART and team rollouts.

Enterprise Digital and Agile Transformation of 10+ Tribes, 70+ squads. (Spotify-like approach)• Coached and trained high-profile Partner Service Group Tribe (Lead Coach) and launched three of the tribe’s six squads. • Guided Portfolio (Quarterly Business Review) Funding and Governance process and OKR capability rollout of Tribe.

Extended Lean Agile thinking and capabilities beyond teams and programs into leadership ranks, Portfolio, Product Development and other supporting business functions. This allowed them to realize greater Business Agility and elevate the importance of Customer awareness and intimacy. • Coached 3 programs, plus 2 SAFe ARTs with 28 teams in the Advised Client and Enterprise Work Flow areas. • Built out Agile Metrics proficiency and Improvement Kata method to develop greater effectiveness, performance and predictability. Developed cross-team dependency coordination approaches to improve collaborative enterprise delivery.

Focused on 4 business agility teams utilizing Scrum and Kanban practices including: two lean startup-like, strategy development teams, a business group’s program office and a business operations improvement team. • Contributed to the Agile Transformation Office’s maturity by: helping to identify appropriate Agile Maturity assessments tools, developing and training Product Leadership, Product Owners, PI Planning for multiple groups. Jira and Confluence.

Launched 20+ Scrum, Kanban teams working across diverse enterprise areas including: Advised Client technology products, Marketing, Planning and Analytics, Data Governance, Procurement, Executive Dashboards. • Guided upstream Product Development Agility, SAFe Scaling and cross-team coordination. Emphasized continuing team maturity and reteaming approaches. • Developed scaling guidelines, training materials, Agile maturity assessments. Worked with Jira, Leankit, Rally (CA) tools.

Provided Agile Program, Product, and Team-level coaching for multiple programs. Offered Agile trainings and facilitations in: PI, Release and Iteration Planning, Product Ownership, User Story Workshops, Agile team, charters, and restarts. Developed multiple Agile readiness assessments. Utilized SAFe, Scrum, Kanban, Scrumban methods, and CA Agile Central tool (ex-Rally).• Coached Marketing and Sales Data Warehousing, Infrastructure and Big Data programs, improving team performance.

Led $50M workforce relocation initiative impacting 750 technology employees and consultants in shift to new Metlife technology hub in Raleigh, NC. Required workforce planning, recruiting, and job readiness (knowledge transfer), operations, move logistics, communications, and budgeting activities. Managed staff of 7.• Improved delivery of overall transformation program objectives, utilizing hybrid Kanban and Scrum-based approach to coordinating across 10+ teams. Sustained 4 – 5 new hires per-week average over 2 years across all technology job families.• Fed 500+ new hires into highly effective on-boarding and job readiness capability, incorporating: knowledge acquisition, curriculum development, job knowledge and capability assessments, and surveys.

Managed staff of 4.• Streamlined senior management project funding decisions by using Lean Portfolio Management of a $130M annual Technology Project Portfolio.• Developed Lean Business Case, benefit realization, impact and risk assessment practices while pushing for adoption of Agile framework for both technology and business process projects. Conducted Agile training for product owners and tech teams.• Created Agile-based, incremental development approach for BPM customer service solution.

• Scrum educator, providing Program Management, Architecture, and Multilingual application design consultation. Improved efficiencies, leading $30M technology program, analyzing project dependency. Clients: Sonoma Technology, Fireman’s Fund.

Tapped by S&P CIO to lead high profile, Index Services business (S&P500) technology organization towards a global delivery capability. Expanded index calculation breadth beyond equities to include: fixed income, hedge fund, and commodity instruments. Managed $10M annual departmental and project budgets with 38 FTEs and onshore consultants, 60+ offshore team resources, and multiple in-house testing teams.• Increased value delivery by introducing and adopting Agile-Scrum framework as one of 1st S&P technology groups.• Developed and delivered Scrum education sessions for business product development, technology, and test teams. Played ScrumMaster role and coached 4 Scrum teams on and offshore.• Architected and developed index calculation system, supporting over 600K committee and benchmark index products.• Grew revenue 20% after implementing new web-facing index data product using Scrum.

Performed rapid application delivery approach for new web-based, mutual fund product with portfolio analytic and publishing capabilities. Worked with widely distributed development and testing teams in UK, Germany, NYC, Boston, and Denver.• Reduced timelines, improved accuracy, and increased capabilities by: - Utilizing web services, and 5 European languages for Mutual Fund product which was compute-intensive. - Maintaining continuous refactoring and retrospectives across business owners and technology teams.• Contributed as member of S&P and McGraw Hill Architecture committees.• Received S&P Corporate Gold Ace award for outstanding teamwork 2003.

Web architect, Project Manager, Business Analyst, Technical Instructor, Client-server development.Standard & Poor’s• Rapid, incremental delivery for 4 of the first S&P websites using Java, JEE, HTML, JS, Corba, Tuxedo, Oracle. • Developed and implemented dial-up, Windows-based, client-server Muni Bond product. • Company-wide data modelling and database design.• Consultant member of S&P Enterprise Architecture committee.Maritime Overseas Corporation• Reduced contract creation from 2 weeks to 1 day through rapid development of Charter (Contract) generation system. Bob Cohen Group• Created and taught 4 - weeklong classes about SQL and advanced SQL usage. United Way NYC• Rewrite of Windows-based donation tracking and reporting system to increase reliability of donations.Coopers & Lybrand • Architected and developed integrated support system across 90+ systems distributed across US. Dramatically improved internal support capability by incrementally bringing together: IT Helpdesk, Asset Management, Automated System & Application Monitoring systems.

• Delivered database portion of new T&E application for corporate audit and management consulting practice. • DB administration, information modeling, implementation and tuning of company operation databases in 90+ locations. • Managed staff of 5 DBAs.