-Senior IT Product Manager leading product ideation, implementation, and execution across multiple cross-platform agile teams-Mentoring and coaching of junior PMs and business analysts across the Reference Data Organization -Design and communicate data backed platform initiatives in the program backlog and prioritize product backlog in Jira - coordinating delivery in line with product roadmaps-Deep understanding of SDLC practices and SAFe in a continuous delivery pipeline

-IT Product Manager for production support + reference data platform teams owning descriptive securities and pricing data-Write business requirements, user stories, epics, and UAT to ensure successful delivery of strategic business objectives

-Heavy technical use of SQL to perform EDA and extract relational financial securities data-Own pricing analytics for the security master platform, implementing monitoring enhancements and automation controls to reduce aggregate risk to the firm-Write business documentation and training materials to support product and platform feature launches-Project leader for product regression testing and process flow improvements for multi-platform mutual fund clearing and security master teams

-SME for DST modernization to Sub-accounting User Interface (SUI) reconciliation project-Project leader for product regression testing and process flow improvements for multi-platform mutual fund clearing-Drove asset reconciliation function in cross-functional team with the Schwab global omnibus account

-Trade equities, fixed income, mutual funds, and precious metals for High Net Worth clients-Team Case Manager: coordinate and resolve complex account issues-Leverage CRM methods and Financial Consultants to individually average $1.5 million/month in retail inflow

-Work with clients and answered questions about IRAs, Individual Brokerage accounts, Trust accounts, 529s, UTMA & UGMA accounts, and Non-Prototype accounts -Place unsolicited mutual fund trades per market guidelines and implement multi-stage portfolio reviews

-Move Money Platform: Process and analyze check, wire, and ACH transactions to accounts-Conduct client trades through incoming funds and informed clients per IRS code -Execute outgoing funds process for all payment types according to bank deadlines-Research, problem resolution, corrections, and trades on client accounts as requested including deeds of trust, real estate, annuities, mutual funds, CDs, managed accounts, private corporate debt, and notesCollaboration and problem-solving on ad-hoc projects between opp departments. This included: -Implement and test a new deposits process through in-depth work with business technology team-Conduct an in-depth tax bill research project, investigating hundreds of tax-liable properties held in our client's IRA's-Led an asset valuations project, researching and bringing up-to-date market valuations and price-per-share adjustments from broker, annuity, and cd statements for assets held in our client's accounts