Danielle Erickson Email & Phone Number

Westlake, Texas, Us

Currently serving as the Cost Basis Agile Product Owner, leading the onboarding of a new vendor that will impact over 20 million client accounts. This high-visibility initiative is one of the firm’s top priorities due to its complexity and the critical need to transition under a tight deadline. I manage a distributed Agile team, collaborating seamlessly across onshore and offshore locations, and multiple U.S. campuses. With significant oversight, I ensure alignment with regulatory requirements and strategic goals while driving successful project delivery.

Westlake, Texas, Us

Agile Product Owner for Tax, responsible for prioritizing features for MVP delivery to meet regulatory changes and collaborating with 15+ domains on cross-firm initiatives. Skilled in analyzing vendor products, creating JIRA Plans for Tax Domain and Reporting initiatives, and establishing strong communication between stakeholders and development teams. Led discovery efforts to resolve issues, improve efficiency, and find solutions while ensuring compliance with IRS regulations and making sound business decisions in a complex environment.

Omaha, Ne, Us

Agile Product Owner for Tax and Cost Basis, experienced in prioritizing backlogs for 10+ developers and fostering collaborative team dynamics. Proven ability to define and analyze stakeholder requests, manage vendor relationships, and advocate for innovation and scalability. Successfully onboarded Agile methodologies to a previously Waterfall-based team and participated in a 3-month Agile Team Transformation. Committed to iterative development while adhering to roadmaps, and guiding teams through Agile principles and adaptation.

Omaha, Ne, Us

Government Report Assistant Team Manager skilled in recognizing and rewarding top performers through Pay for Performance guidelines. I excel in developing and growing team members with goal setting, career planning, and measurable action plans. I bring a strategic mindset to process improvement, make sound business decisions in line with regulations, and empower associates with challenges and meaningful feedback that drives growth and performance.

Omaha, Ne, Us

Experienced Process Improvement Coach with a track record of leading the implementation of performance-driven goals and strategies. Led regular coaching sessions and one-on-one meetings to provide tailored feedback, performance appraisals, and developmental support based on individual needs. Skilled in motivating and inspiring team members to achieve both personal and corporate objectives, while fostering a collaborative and growth-oriented environment.

Omaha, Ne, Us

As a Tax Service Analyst at TD Ameritrade, I implemented process improvements and developed best practices to drive operational efficiency. I focused on resolving client escalations with a compassionate and solutions-oriented approach, ensuring high levels of customer satisfaction. Additionally, I played a key role in recruiting and training new team members, contributing to the growth and development of the department.

Bachelor’S Degree, Business Administration And Management, General

Master'S Degree, Leadership