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 mapping to identify the scenario and expectations, journey phases, actors involved, their actions, mindsets, and differing emotional state throughout the process. Focusing on opportunities for improvement to address the customers pain points.•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.•Prioritize pod/portfolio roadmaps with team PMs using (WSJF/MosCow) across feature candidates.•Led weekly Pod Syncs to ensure PMs have visibility into work occurring across applications that may impact their roadmaps, understand data/insights, and are aware of changes in enterprise strategy goals.•Created and tested feature level test cases for production validation testing, worked with PMO to expedite bug processing between product, development, quality control, and architecture.

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 in strategic direction or scope change requiring rework or elaboration.• 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 our CRM CPQ capabilities.• 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 understanding of hosting environments in other regions, the price differentiation, the cost of scaling bandwidth, and the infrastructure decisions needed to deploy the complete cloud offering including backup geolocations.• 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 assure scalable solutions were used as we eventually migrated to a CRM with full CPQ capability. • Leveraged proved lean UX/UI development methodologies to assure UX/UI development was one/two sprints ahead of the developmental planned work, allowing time for analysis, research, and figma changes for each product based on user interactions with the new design a continuous input from SME’s, customers, designers, and product enablement.

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 clients to use as standalone product.• 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 adhered to the new data governance standards.• 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, organizing technical grooming sessions, facilitate technical contract meetings to between the Front-End UI team, Adobe Experience Manager, and GPX Data services team to lockdown/synchronize technical data standards and definitions between all work streams. • 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 management tool.• 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 phase of an active sprint, created customized fields allowing the addition of Acceptance Criteria, impacted workstreams (FE UI, AEM, GPX Services), affected channels (mobile, desktop, tablet, etc.), component setup by functional groups, estimated story points captured within the JIRA.• 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 mapping and analysis, ETL development, product map-ping, and database schema acquisition. This culminated in a data warehouse utilizing Snowflake for DaaS.Maintained JIRA and Confluence sites to aid in communication, transparency, and organization of each sprint. Facilitated and taught all SCRUM ceremonies including Sprint Planning, Daily Standup/Daily SCRUM, Iteration Review/System Demo.Transitioned to Scrum Master for the larger part of the Axiom implementation (30 resources) requiring constant coordination between Axiom Development, Project BA’s, the Testing Manager, and the regulatory reporting business stakeholders. Organizationally aligned requirements to the correct product owner’s and BA’s to tightly integrate the business roadmap/requirements to drive the prioritization for development of technologies epics, user stories, and enablers.Coached multiple squads, especially SCRUM Masters in Kanban and SCRUM methodologies while teaching them to identify risks, objectives, and agile practices per PI. This project was significantly behind schedule with 100’s of test cases failing. Upon be-coming Scrum Master, I utilized proven project management rationalization to organize the project and worked with the whole team to pass every test case and setup project management routines.Standardized data governance coming from source systems to allow for many front-end application data to be sourced by Axiom to train the program to know both customer data and transaction data.

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 industry and regulatory wide initiative to settle securities in two days instead of three. Managed end to end development and implementating WFS’s IT architecture to connect markets, trading platforms, internal allocation engines, and external vendor applications through reconilation with the DTC and OCC. o IT responsibilities: oversaw the complete IT architecture build for all of WFS to conduct industry testing, coordinated system implementation and release, oversaw infrastructure connectivity between Broadridge Financial, WFS, and liaised with Broadridge for escalation management. Prime Brokerage:· Develop IT architecture strategy, acting as Scrum Master to document all project materials to enhance Wells Fargo Prime Services’ product offerings to meet market competition. Communicated with client services to successfully deliver diverse projects entailing enhanced reporting, risk mitigation, and regulatory due diligence.· Systematic development and streamlining of prime technology architecture with a firm understanding of legacy, present and future product requirements creating a scalable foundation to support our client’s diverse investment portfolios. · Productively managed projects from end to end launching Regulation U, 40 ACT, and greatly expanded FX Spot products well ahead of schedule.· This role requires extensive knowledge of the broker-dealer’s system architecture and business process analysis and improvement for: operations, risk, compliance, and finance processes to provide scalable streamlined approach to consolidate WFPS’s legacy IT architecture with the strategic architecture.

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 for BI reporting, exceeding enterprise & regulatory reporting requirements. Member of the Enterprise Data Quality Steering Committee to standardize data metric definitions, allowing data quality measurement across multiple bank hubs/platforms. Managed 15 resources to build dashboards/score cards assessing data quality and business metrics. Developed business rules and technology requirements for AML/Compliance dashboards and tracked progress from initiation to post-deployment.Managed and tracked project budgets from initial funding request, contract negotiations,resource chargability/utilization, and various project metrics to stakeholders. Performed independent vendor analysis to acquire new sources of client market data to automate AML/KYC refresh to increase profitability through automation and cost projection.

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 development of HSBC’s Compliance data warehouse to integrate multiple SORs into a single database for compliance investigations. Managed consultants to build and design backend infrastructure and frontend U/I utilizing Agile methodology. This greatly reduced the time of compliance investigations to reduce overall expenses without increasing risk as investigations were streamlined utilizing one source of data to investigate, research, document, and report findings. Transaction monitoring initiatives focused on improving the functionality of Norkom (HSBC’s Automated AML Transaction Monitoring System). Norkom provides alerts based on scenarios created by the System Controls and Analytics (SCA) Team. Developed strategies in conjunction with the SCA Team to optimize IT Risk and Compliance scenarios by tuning thresholds to decrease false positive alerts, reduced operations costs while maintaining risk due diligence. oThis role required extensive analysis of methodologies utilized to create former and existing scenarios, adjusting future scenarios methodology through statistical high/low banding techniques, and creation of new scenarios. Communicated with senior management to signoff on all project documentation, the strategic approach, scenario re-engineering, and implemention. Provided status updates and extensive communication at various levels of PMO governance to assure final signoffs from the client, stakeholders, and developers.

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 throughout all lines of business.Identified and re-engineered existing operational process in various sectors, to adhere to the project’s regulatory guidelines and objectives. Augmented deeply entrenched, long-standing, operational functionalities and organizational alignments within each sector.Applied Waterfall and Agile methodologies for end-to-end project design, utilizing compliance, risk, and legal affiliates throughout development. Implemented strategic and regulatory requirements down to the most detailed level.

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 of legal, risk, compliance, overhauling the default servicing unit, across each sub-unit to implement regulatory standards. Reduced reputational risk, heightened loss mitigation and foreclosure compliance, and enhanced borrower correspondence throughout mortgage banking.

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 software engineers to create a parental web-based portal allowing caregivers complete access to their child’s attendance, check their performance, learn their goals, read their successes, and communicate with both the child’s individual tutor and their school teacher.

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 specific parts of the Manual, while assessing their current course of treatment.

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.