Lead Agile delivery of digital capabilities across the Distribution Technology function. Ensure funded projects are effectively and efficiently delivered on time and within budget. Work closely with Senior Management to understand their needs, and develop and implement appropriate guidance, direction, and communication. Responsible for overseeing program implementations and providing regular feedback to senior leaders.Overseeing $27M annual portfolio budget and global team of 30+ professionals.

Transformational leader and change agent for adopting scaled agile, cloud and API-based design. Instrumental in designing target state Distribution ecosystem that is scalable, sustainable and efficient.• Implemented Scaled Agile on 2 C-level strategic initiatives transforming disconnected, underperforming, siloed groups into high performing, cross-functional teams with transparency and alignment to firm strategy.• Established Domain, Program and Squad tiers within both programs.• Established clear ownership for Business (what and why) and Technology (how and when).• Defined economic prioritization model based on available capacity.• Initiated Program Increment Planning to connect strategy and execution.• Drove recruiting and resource planning to establish 2 program teams and 6 squads adopting Jira and Confluence to ensure quality delivery outcomes.• Dramatically improved employee engagement and outcome-based delivery.• Leveraged Alfresco to establish Content Enablement as a new enterprise capability to provide timely and accurate access to firm digital assets.• Implemented target reporting solution using Vermilion, MuleSoft, Alfresco and AWS cloud leading pilot launches of scaled agile methodology, cloud, and API-based integrations.• Led initiative of DocuSign as firm standard for eSignature, urgent due to pandemic.• Global oversight of 80+ people, 1,200+ users and $15-20M annual budget.

Innovative and pragmatic leader driving rapid adoption of automated solutions toeliminate expensive outsourcing, massive manual efforts, and low-quality.• Implemented global solution for client & product reporting that produces greater than 300,000 documents a year.• Solution covers retail and institutional business lines in North America, EMEA and Asia Pacific for factsheets, client books, biographies, accounting packs, and invoices.• Designed and implemented a scalable solution to efficiently manage more than 100k disclaimer text components for 15 countries in 20 languages.• Saved $25M annually by scaling reporting solution from $12M to $420M AUM.• Established global support model and service level agreement.• Reduced support issues by more than 85%.• Defined and implemented enhancement prioritization process to maximize value delivery. • Member of Chicago Management Council.• Global oversight of 15+ people, 400+ users, and $5-10M annual budget.

• Drove successful prototype deployment of next generation O&M solutionEnvironment: Java JDK 1.5, Eclipse RCP, CMBP (ClearCase/ClearQuest) o Based on User-centered design with direct customer engagement o Designed task based approach with greater than 80% reduction in customer input that provided higher reliability with reduced effort• Directed product migration of next generation O&M solution o Wrote requirements to increase scope of prototype to serve global customer base with commercial quality. o Worked closely with global development teams in Cork, Ireland and Kolkata, India

• Responsible for implementation of CDMA O&M application suite for worldwide CDMA wireless networks. Software generates approximately $10-15M per year in cost savings and service revenue.• Lead change initiatives to o Implement SEI CMM Level 2 and Level 3 practices o Migrate to TeamPlay and TeamPlayer for project tracking and oversight o Adopt M-Gate process model o Combine 7 separate projects into a single application suite reducing overall overhead o Use DOORS for traceability of requirements and test cases o Use CMBP for source control and defect reporting o Use SLIM for cost estimation• Evolved group from myself as sole developer to a team of fourteen. In the process, integrated ad hoc development group into mainstream organization through presentations and other communication to upper management on the added value our group provides. • Responsible for $1.7M budget with 13 direct reports