• Provides consulting services on Product Operating Model implementations and coached teams on product discovery, delivery, and analytics.• Collaborates with clients on Portfolio, Capabilities, Product, and Service strategies, optimizing Delivery teams for success.

Led a project focused on transforming organizational structure to align with portfolios, capabilities, and delivery teams improving delivery predictability and quality by 88%Implemented change management strategies for organizational transformation initiatives improving employee engagement by 55% based on and qualitative team surveys.

Led implementations of a Product Operating Model known as "The Way We Work" to standardize and optimize product discovery, delivery, and measurement practices across the organization, over 800 delivery teams.Established a knowledge center housing resources, templates, and best practices related to product management, OKRs, and product roadmaps, with a daily average user of over 100 unique logins and access click throughs.

Designed customer experiment templates and process for a hypothesis validation process utilized by over 100 teams, reducing time waste by an average of 6 weeks of development.Transitioned training to virtual format, saving $1M/year in travel costs.Achieved an 87% pass ratio for Product Owner/Product Manager certification education for over 1,000 employees, compared to a previous pass rate of 37%.

Educate the business side of technology on Agile best practices and methods.Developed, launched and maintained an internal Product Programs designed to educate Product Owners / Managers in Agile and Product Development methods.Gathered and created content for trainings on User Story Writing, Backlog Refinement, Product Vision / Roadmapping and other Agile and Scrum related topics.

Improved SaaS projects, achieving $200k cost savings from improved workflows reducing delivery windows.Delivered financial benefits to first part game studios, reducing costs by $500k annually, per studio for 11 studios totaling almost $6M.

Fostered and grew new opportunities and recommended best possible solutions to further expand business relationships with the largest RIA relationships.

Provided end-to-end product management while performing duties as a SME on portfolio rebalancing, asset allocation, cash management, and RIA portfolio operations.Implemented a customer-centric feature development strategy, integrating straight-through processing with live quote pricing to eliminate manual processes; resulting in a 20% decrease in trade errors and a 5% increase in month-over-month trade volume. Built and managed agile workflow release within JIRA and Confluence, enabling scheduled sprints containing defect fixes and advisor requested enhancements to be deliver in market on time. Reduced release cycle frequency through iterative development cycles, moving from semi-annual releases to monthly releases; a 600% increase

Support iRebal through VEO, a rebalancing software tool that leverages advanced technology to automate portfolio rebalancing. Supports advisors to customize rules to perform household level rebalancing with tax efficient asset location. Assists in streamlining cash management functions and automate investment operation workflows. Support advisors in dynamic tax loss harvesting and other tactical trading through the software.Subject matter expert on portfolio rebalancing, asset allocation, cash management and RIA portfolio operations.Training and advising internal business partners in iRebal and portfolio rebalancing understanding.Working directly with internal senior product managers to catalogue and prioritize enhancement requests based on trends in the marketplace, to best serve the needs of the advisor community.Working with advisors in a consultative manner when adopting iRebal.

Standardized processes and workflows, allowing for a multi-year automation initiative.Reduced batch processing errors by 25% and increased SLA deliverable to 98% with ensuring the security and integrity of data, collaborating with cross-functional teams to support business operations.Ensure data recovery, backups and system health in a multi-system, multi-platform environment.SQL database queries, data table uploads, and data integrity verification.Monitoring CER equipment, network servers, PDU, and HVAC systems.Detailed documentation of resolution follow-up, and knowledge base updates.Evaluate system and processing performance, recommending changes where needed.

Maintained operational capabilities of multimillion-dollar equipment through logistic support while ensuring compliance with security clearance requirements.

Front line to individuals and small businesses ensuring that all their banking needs were met.