Daniel B. Email & Phone Number

New York, NY, US

Deerfield, IL, US

• Conceptualized long-range product roadmaps and strategically designed according to market data and research.
• Define KPIs and incorporate qualitative and quantitative insights into OKR development. Assured OKR’s were met with data analytics to measure key indicators month over month.
• Translate strategy into roadmap development and analyze existing features to determine if these “brainstorming” session with diverse attendees determined the need for required feature elaboration. Customer journey.
• Aligned highly technical solutions with market driven product strategy to investors and senior staff to assure both business and technology objectives aligned to the overall direction of the roadmap buildout.
• Identified productivity bottlenecks and devised innovative solutions while remaining conservative with resources.
• Established, initiated, and optimized business development strategies based on company targets, product specifications, market data and budget factors.

Noida, Uttar Pradesh, IN

• Worked on various product development initiatives as result a divestiture from IBM to HCL requiring new product roadmaps and new product strategy initiatives across the portfolio of products.
• Enhanced product roadmap development to assure competition from market competitors in both capability offerings as well as competitive market pricing.
• Assured accuracy of product roadmap direction with weekly syncs with the domain stakeholders for all products under their prevue. Worked with each domain technology stakeholder to update our product owners to a change.
• Enabled bundling of products to allow bundled software sales across both specific domains and multiple domains. This enabled us to offer add-on or product up sells to customize our sales process as worked to enhance.
• Designated product strategist to migrate on-premises to cloud offerings, initially this was done for licensure using Flexnet and later through AWS for complete product cloud offerings. This required the nuanced.
• Became Product Manager for all Business Solutions initiatives creating strategic roadmaps and feature enhancements for our CRM, ECOMM, Licensing, ServiceNow, and SAP solutions. Worked with enterprise architecture to.

New York, NY, US

• Program culminated in the Global Payment Exchange a digital platform to settle B2B and B2C invoicing and payments through JPMC itself, created an iframe/white label solution to allow seamless integration for JPMC's.
• Managed data analytics and data governance for JPMC’s data services team writing documentation and technical contracts to standardize data element definitions from backend services, analyzed existing data to assure it.
• Coached Product Owner/BA in user story creation, feature creation, and epic formation. Worked with technical teams (FE UI, backend data, and AEM) to create detailed user stories, creation of product user stories.
• Implementing feature-based product roadmaps, identify processes and efficiencies, resource acquisition, led third party vendor acquisition to build and deploy AEM though Adobe Cloud Managed Services as our content.
• Transition projects from SDLC to Kanban/SCRUM to track the maturity of agile adoption across the program. JIRA responsibilities included but were not limited to custom workflows, statuses/ transitions to present each.
• Oversaw all Agile/Scrum ceremonies. Conducted and facilitated backlog grooming sessions including techniques for story point estimation, sprint planning, daily scrum, sprint review, and sprint retrospective.

Toronto, Ontario, CA

Transformation Lead for Scotiabank’s platform migration to Axiom to support down-stream regulatory reporting for Capital Markets Products transitioning from SDLC to Scrum.Managed to integrate various transactional frontend source systems to data lakes, assuring data governance and management within the data factory, utilizing 8 resources to complete source.

San Francisco, California, US

WFS Enterprise: · Sr. Project Manager for liquidity, collateral, and industry wide initiatives for Wells Fargo Securities. Managed a group of 15 direct reports and oversaw 40 non-direct reports to implement various IT infrastructure, financial reporting, operational/organizational change projects for wholesale banking. · The DTC T2 Project involved an.

Charlotte, NC, US

Senior IT Project Manager for Global Banking and Markets (GBAM) Wholesale Banking and Compliance. Developed projects to remediate MRAs for missing or incorrect compliance data leveraging business reporting analystics, IT automation, and standing up operational groups to remediate missing data elements. Implemented AML Operational and Technology strategy.

London, GB

Financial Crime Compliance Process Engineer and Project Manager, implemented HSBC’s US policy for AML, KYC, Global Sanctions, and Transaction Monitoring, operational investigational processes. Improved HSBC’s US operational processes: analyzying, negotiating, engineering, and aligning target state processes to HSBC’s global compliance model.Oversaw.

New York, NY, US

Acted as project manager to design processes for Global Compliance (KYC, AML, Sanctions), implement complex operational and IT based programs/projects. Acquired and leveraged multiple resources to insure proper project design, successful communication with senior partners, worked closely with subject matter experts, IT developers, and operational owners.

New York, NY, US

Supervised 15 subject matter experts to audit Chase’s Default Servicing Unit, identifying gaps in regulatory and operational compliance.Negotiated with consultants to determine true process gaps, their associated failures, and recommended process improvements to the Federal Reserve and the Office of the Comptroller of the Currency.Collaborated with members.

Fort Lauderdale, FL, US

Managed product/program/project development of academic services creating a web-based platform to host automated educational assessments and customized curriculums to encourage learning at home. Developed new in-store products to integrate online learning to school based tutoring for a comprehensive, adaptable, goal-oriented environment.Collaborated with.

New York, New York, US

Assisted, Dr. Roselynn Sherr, at the New York University School of Rehabilitation Medicine writing a manual for patients with impaired brain functioning. My duties included writing specific sections of the manual through meticulous research and spending time with patients in group therapy. These group sessions allowed us to gauge the subject’s reaction to.

US

My main duties at NYU Medical Center included; scheduling all pre-screen appointments, follow up appointments, and reschedules. Duties also included pre-screen assessments, database creation for medical records, statistical analysis, and meta-analysis.

US

Coordinated the study, “A Study of the Development of Play Activity in Normal and Developmentally Delayed Children”, at New York University Medical Center with Dr. Richard Daniele. This study provided interaction between myself and the test subjects, the ability to write a research study/proposal for IRB approval.