Jason Robertson - Rte, Csm, Cspo Email & Phone Number

Glen Allen, VA, US

I lead a talented team of Project Managers and SOX Analysts for the global PMO at ChemTreat, operating throughout North and South America.

Des Plaines, IL, US

• Program and client delivery leader for a global digital agency that serves clients in mar-com, industrial manufacturing, automotive, and pharmaceutical industries.
• Leads delivery across digital experience platforms, web design, web accessibility, SEO and digital marketing. Responsible for resource, budget, scope, and schedule management of international teams delivering client.

Mclean, VA, US

• Program Lead (RTE) for 6-team Agile Release Train applying $9M annualized budget to maintaining and modernizing a business critical enterprise cloud platform responsible for ingestion, processing, storage and access.
• Provided performance feedback, mentorship, coaching and training to team of direct reports (2 promoted and new hire recognized for exemplary service)
• Led & optimized program routines including PI planning, S2, system demos, retrospectives, and innovation days to ensure delivery risk mitigation, objective alignment, dependency management and stakeholder satisfaction
• Redesigned program refinement practices leading to 25% op-ex savings and a 35% reduction of unplanned work
• Drove adoption of single portfolio management tool - reduced redundant tool use by 75%
• Coached teams in use of Agile metrics to improve quality and time of delivery; led adoption of capacity based planning, commitment reliability, feature aging, backlog health and resourcing levelsAs RTE, brought.

Richmond, Virginia, US

• Management Consulting Engagement Director led cross-functional delivery teams for Fortune 100 and 500 clients in the financial service, technology, and insurance industries. Solutions spanned Custom Application.
• Responsible for managed revenue, resourcing, internal and client reporting, and client relationship management post-sale. Delivered average 9.6 NPS score and a positive average gross margin of 42.2% across 35.
• Led full stack software development and Cloud DevOps teams, using Agile methodologies, to create customer focused solutions to their challenges.
• Implemented new project process framework, roadmap, controls, and maintenance plan for Federal client's horizontal IT organization. Developed PMO branding, toolkit, and control reports for processes and staffing.
• Delivered a hybrid AWS hosted Sitecore CMS content management framework, new customerwebsite, media selections and curated content migration for a multi-market packaging solutions provider.Client Engagements Managed.

Mclean, VA, US

• Commercial Bank IT PMO portfolio management.
• Managed an 18 project, $27mm Treasury Management portfolio.
• Developed and maintained resource projection and allocation model to staff program with PMs, BSAs, architects and test resources
• Managed budgeting and accrual process for all related Statements of Work and Professional Service agreements.
• Performed vendor assessments to drive new solutions procurement for Deposit Escrow and Loan and Investment Sweeps.

San Francisco, California, US

Wachovia / Wells Fargo Merger Integration project manager for Brokerage Compliance and Broker Dealer Registrations.Led team responsible for Enterprise Outlook(Microsoft) upgrade which included TLS implementation as well as 3rd party software necessary for SOX (Sarbanes-Oxley) compliance that included custom lexicon detection and content filtering.

St. Louis, Missouri, US

• Brokerage Program Management Office (PMO). Utilized project management methodology to execute technology, compliance and line of business projects from inception to closure.
• Program manager of a two phase, 24 month, $21mm FINRA enforcement for class A, B, and C share mutual fund clients. Managed budget, communications and refunds to 18,000 clients, independent reviewer, and contract staff.
• Project manager assigned to Wachovia Securities & A.G. Edwards merger project office for strategic execution of migration components. Provided project reporting, migration schedule planning, target operating model.
• Managed project to mitigate financial and regulatory risk on fee based accounts. Worked with a 3rd party vendor to create calculated reporting for hypothetical commissions and investment suitability. Implemented.
• Implemented ACAT Cycle reduction project to meet industry changes on schedule. Managed LOB testing team of eight to execute test scripts, validate database functionality, and perform host system regression tests.
• Co-managed brokerage desktop implementation, for large tier Correspondent firm, to all brokers and operations users. Established desktop technology standards, role and entitlement mapping, and delivery schedule to meet.

St. Louis, Missouri, US

Worked with Streetside Operations management team to produce analytical reports that evolved in nature (e.g. staffing/FTE analysis, trade volume trending, fails analysis, budget forecasting, P&L analysis, etc.), highlighting opportunities to gain efficiency. Piloted creation of industry hot topics and initiatives deck used in leading weekly management.

St. Louis, Missouri, US

Managed 10-person team. Performed hiring, training, and annual performance reviews for group. Piloted departmental meetings for Purchase and Sales. Partnered with Team Lead to build best in class team through mentoring and learning development. Transitioned Team Lead role from processing to managing. Maintained zero attrition while training novice team and.

US

Provided support for daily functions of each desk within Fixed Income P&S. Mentor and trainer of new associates. Assisted Supervisor with annual team performance appraisals. Opened and maintained dealer-to-dealer, DVP, prime brokerage, and dealer-away accounts. Served dually in absence of department supervisor while maintaining single FTE attrition in.

US

Responsible for clearing fixed income trades (OTC, Muni, New Issue, Gov't, and UIT) for retail and Correspondent Clearing firms. Utilized BETA system for research, GSCC for Treasury/MBS products, and S&P KennyWeb for new issue municipals. Cross-trained in Securities Clearance to assist with post-trade processing via Bank of NY and DTC. Improved comparison.