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

Richmond, Va, Us

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 programs.Platform Expertise: Sitecore XP & XM Cloud, Sitecore Search, Xperience by Kentico, Salesforce Commerce Cloud, HubSpot (Marketing, Sales, Content Hub)Clients: AMETEK, Raven Industries, RPAC, BendPak, AbbVie

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 for over 26B customer facing documents.• 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 together Engineering, Product and Agile to optimize a 5-team Value Stream responsible for Credit Card Statements creation, delivery and reconciliation processes. Established integrated processes to measure and report team health, demos with senior leaders and operations customers to create feedback loops, and normalized capacity forecasting.

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 Development, Digital Strategy, Cloud/DevOps, Business Process Improvement, and Organizational Change Management.• 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 engagements.• 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: State Farm, VDOT, Capital One (Bank, Card, Commercial, Cyber, Fraud Operations), Federal Reserve IT, USAA, Markel, Citizens Bank, VA Farm Bureau, WestRock, Dominion Energy Alliance & Partnership Lead for AWS Partner Network.AWS Certified Cloud Practitioner, CSM

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 to complete regulatory deliverables on time and within defined budget.• 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 documentation, issue resolution and leadership of business transition activities. Additionally supported Retail Trading for all transition and location move & closeout activities. Delivered project on schedule.• 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 reporting and deployed to Compliance and Financial Advisors.• 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 existing SLAs. Implemented on time and without penalty in contract.

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 meeting. Partner with Sr. manager to deploy expanded leadership training and Lean/Process Excellence implementation. Identified key savings via imaging project and presented annualized savings of $12m.Provided coaching to department managers on contractor reduction initiative to include behavioral hiring guidelines, FTE cost analysis and contractor reduction savings. Presentations of collaborative findings to president of division yielding a $2.5mm cost save.Control point for vendor change management; partner with IT. Control point for system-of-record (BETA) change request submission. EIM II & EIM III vendor selection analyst working with technology to fund and deploy additional projects with newly selected strategic vendor.

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 preparing for Prudential Securities integration. Key SME for Prudential merger related activities and integration projects. Frequent collaboration with NY counterparts to perform system/function feasibility assessments for merger event. Engaged with trading to perform arbitrage on error accounts and inventory shorts as needed. Cleared short positions recovering $230k in potential losses.Collaborated with technical staff and trading operations to design and implement an internal messaging and reconciliation tool used by three departments. Analysis summary determined the need for an ongoing workflow model. Key contributor for first phase EIM (Exception Management) vendor supplied application purchase - $300k. SME, key stakeholder, and core project team member for EIM solution design. Formulated program presentations, training for field and home office, UAT scripts, match logic documentation.Active participant in the Bond Markets Association and Security Industry Association. SS Ops representative at annual meetings in NY.

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 department of eight.Defined and tracked group performance metrics via internal scorecard. Monitored trends and thresholds and generated weekly management report. Balanced miscellaneous, suspense, general ledger, inventory, and pre-settlement accounts daily and monthly. Initiated trade break communication system introducing workflow enhancement. Created 1st written departmental procedures and posted to departmental intranet site for staff

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 and submission rate of Government (GSCC) securities by 8%, exceeding industry standard. Helped educate associates about new processes and procedures in conjunction with GSCC. Piloted firm use of GSCC PAN Terminal for real-time comparison of securities. Developed best in class procedures to compare and settle New Issue / When Issued Municipal Bonds.