Fee-Only Financial PlannerMaking excellent financial guidance accessible to ALL

Financial Education Training & Financial Software Consulting

Provided product management for two software development teams of an API-based data aggregation system that compiles financial account information from hundreds of institutions to facilitate financial planning and simulations by over 100,000 financial advisors for over 1.5 million clients.• Proposed and implemented features that maximized business value while minimizing development time.• Performed competitive analysis to assess how the product currently compares to direct competitors.• Translated financial advisor client experiences to development teams and reviewed the developed software.• Prioritized work based upon changing resources, evolving product needs, and business needs.• Managed Scaled Agile Framework (SAFe) quarterly planning and managed cross-functional dependencies.• Maintained product backlogs in Jira, communications in Confluence, and features in Jira Align.

Wealth, Retirement, & Trust Technology Strategy & Trading Team• Performed Product Owner duties & agile transformation planning. Enforced software quality & usability.• Designed features, UX mockups and screens, and roadmaps for systems for alternative investment product suitability, investment portfolio risk monitoring, credit rating outlook analysis, and other investment needs.• Prevented product failure by exposing approved requirements that were not feasible, prior to development.• Negotiated solutions to maximize ROI of functionality in releases & minimize technology development time.• Led global UI development teams, reviewed data design, and performed project and resource planning.• Reverse engineered C# and SQL code to document requirements for a system to process data for models.

• As Product Manager, launched an Informatica Metadata Manager solution for data element definitions, data source definitions, data relationships, and data element usage in the Financial Advisor Platform.• Created and presented data consistency strategy, roadmap, and business cases to senior leadership. • Provided business direction and approval for technology teams during system design and development.• Performed advanced data analysis with Excel and VBA to transform raw data sets into usable formats.

Created and managed requirements and use cases for agile Scrum development of Managed Accounts Program websites for the Scottrade Investment Management launch. Assisted with project management responsibilities. • Led ideation and requirement gathering sessions, divided work into user stories, created mock-ups, and communicated requirements to technology staff to contribute to timely and accurate delivery. • Discovered a significant client-facing data defect in production systems by applying financial knowledge.• Advised product & project management on solutions that minimize the impact to project timelines.• Created daily progress and burn down/burn up reports for project management and program management.

Selected and implemented investment strategies for trust and IRA clients. Rebalanced portfolios. Provided financial planning advice by phone and in person to clients.• Managed over $20 Million in portfolios and beat performance benchmarks in IRAs, revocable trusts, irrevocable trusts, charitable remainder trusts, and charitable remainder unitrusts.• Designed and developed custom tools and reports for analyzing and rebalancing portfolios in Excel and VBA.• Created and implemented processes to minimize the time that cash is not invested.

Independently assessed system data quality for a division. Planned and executed testing of critical SOA services for options pricing, modeling, order management, and hedging. Elicited requirements from senior trading staff. • Averted loss of capital and protected profit opportunities by exposing inaccurate system functionality.• Designed & developed custom solutions to validate financial data integrity, application functionality, system integration, and enterprise messaging. Used C#, 29West LBM messaging framework, and SQL on SQL Server.• Analyzed, reported, and monitored accuracy of trade, position, and instrument data for the entire firm.

• Corrected work of offshore resources for the PaymentNet commercial credit card management system.• Improved data quality monitoring by developing and implementing a test strategy with SQL queries.

• Designed and developed an automated test library for processing SwapsWire OTC derivative trades of swaps, swaptions, forward rate agreements (FRA), overnight indexed swaps (OIS), and interest rate caps/floors.• Prevented millions of dollars of loss of capital in derivative trades through risk-based testing strategies.• Directed international user acceptance testing with trade support staff to confirm expected functionality.

Primary Client: CITADEL INVESTMENT GROUP • Chicago, IL• Independently created a solution to monitor data accuracy during migration of financial instrument data from a UNIX and Sybase environment to a Linux SOA environment that supplied data through web services.• Designed and developed custom proprietary data analysis tools with C++, Java, XML, SQL, and FIX Protocol.