Holding company designed for maximizing returns in long-term portfolio investmentsDesigned and delivered custom planning processes for multi-year program strategy and delivery roadmap, backed by excellent market analysis of early stage technologies and competitive positioningArchitected custom Salesforce applications for asset management solutions resulting in 5 years of budgeting, maintenance, repurchase and depreciations plans, OKRs, and scalable staffing planImproved quarter on quarter portfolio returns by 3% through resource allocation plans, and risk and dependency management

- Performed Vice President of Engineering duties alongside Engineering department lead of 40 software engineers- Leveraged experience building PMO organizations to build a new Strategic Delivery Office (SDO)- Delivered product programs across 8 product teams, built CI/CD operations with DevOps team- Transformed R&D planning cycle from 6 weeks down to 2, saving $500,000 annually- Coached 8 global engineering teams, as well as IT and Support teams, for Agile continuous improvement- Accelerated the Series D startup, $14MM ARR towards exit by driving strategic outcomes-based systems- Delivered product programs for big data, python, and linux for HPC and high CPU environments- Led the strategic corporate rebranding efforts across all departments- 35% of all departments dissolved in a reorganization

- GoodLeap is a FinTech unicorn that makes residential loans for solar, renewable, and home refinance projects- Accelerated late stage growth fintech unicorn to improved product and revenue growth- Created Enterprise Program Management Office (ePMO) using Agile to optimize output, and value stream quality- Aligned PI value streams to decentralized projects to scale through human and information capital- Created the Project Center of Excellence to scale project standards through the 1,600-person organization- Coached 3 teams of 6 engineers on Agile process improvements resulting in average 66% increased output- Trained the enterprise on PMO standards with Kirkpatrick’s Learning Evaluation framework and Action Mapping

- Contract role to optimize scrum teams for financial modeling and large telecom infrastructure spend analysis- Crafted user stories to align with strategic needs of the program, ensured quality through to delivery- Coached a team of 6 engineers on Agile process improvements resulting in 67% increased output- Concurrently directed $2MM team as product lead of capital spend, modeling, and approval systems- Delivered new product feature sets based on stakeholder needs, and corporate-approved spend patterns- Built and managed PMO for financial projects that oversee $700MM in spend annually- Tech stack included Go, Java, JavaScript, Ember, Python, R, SQL, Google Cloud, Pipefy, Postman

- Cadalys is a Series B product and professional services startup, and a Salesforce Silver Partner- Concurrently directed $4MM as project lead and account manager for large accounts- Led 3 global teams, 18 FTEs to deliver on challenging engagements in the Salesforce ecosystem- Produced company framework for project management standards and guidelines for predictable delivery- Expanded portfolio of advisory clients through organic growth as trusted partner- Built and managed delivery teams and managed as Scrum Master, 3 teams of 3-9 people- Implemented 2 successful instances of Healthcloud in enterprise health environments- Tech stack included Salesforce Field Service, Force.com, HealthCloud, Python, Java, REST APIs

- Delivered digital commerce improvements that boosted online sales for an all-time high in 2018- Managed enhancements to the Chipotle mobile app that won Webby in 2018- Led projects in SAFe Scaled Agile framework to improve operations and sales online and 2500 locations- Architected multiple solutions to overcome issues in release train using AWS, TFS, and enterprise services- Tech stack included Swift, Java, JavaScript, Git, Jenkins, TFS, and AWS Lambda- The company relocated headquarters

- Apto was a Salesforce managed package for commercial real estate brokers to run their entire office- Oversaw continuous delivery for enterprise customer projects by onboarding 50-300 seat accounts- Led custom professional service engagements for clients on ISV/OEM Salesforce product, including backoffice- Managed a team of 5 FTEs onboarding, delivering new features, and system enhancements to select accounts- Drove system adoption through system and business through Salesforce expertise, increased retention by 55% - Integrated advanced reporting and web services to marketing platforms using REST API and SOQL

- Contracted to deliver project structure and PMO capabilities for over 100 different initiatives- Ran the program for Charter’s program management website by managing a team of 5 FTEs- Accelerated product by delivering continuous upgrades, and internal adoption campaigns- Coached junior developers to develop best-practices, and release management- Tech stack included MEAN (MongoDB, Express.js, AngularJS, Node.js), and Git

- Managed the successful Loyalty Program at international restaurant chain through Salesforce platform- Successfully delivered digital engagement projects of marketing content, SEO/SEM, improved lead gen- Optimized engagement program historically adds 1 million users annually, 5 million users total- Ran program as Product Manager and Scrum Master for the suite of loyalty apps- Managed an internal team of 5 FTEs, and multiple external vendors, and multiple stakeholder groups- Delivered updates for B2C desktop and mobile sites, iOS app, Android app, SMS systems, Heroku, and Salesforce

- Placeable was a SEO/SEM marketing tech startup product supplier for Fortune 500 brands and agencies- Leveraged Big 4 consulting background to bring marketing and management best-practices to growth-stage startup- Assisted optimizations on +650,000 branded web pages, continuous product enhancements- Optimized B2C websites and client services for national brands like JP Chase, Nationwide, Bank of America, WU- Delivered continuous customer success by expanding the product line,and delivering enhancements - Achieved exceptional project success rate as evidenced by 9.2 NPS score- Controlled delivery variance with the estimation models, and performance monitoring- Delivered CRM, marketing, and sales overhaul by implementing Salesforce and integrating the marketing funnel- Tech stack included Salesforce, HubSpot, JavaScript, Bootstrap

- Managed concurrent product roadmaps, delivery, and marketing coordination in Series B startup, $10MM ARR- Led product management for the flagship financial software for new products and enhancements- Launched two new financial and reporting products Select Product Management Lifecycle Experience- Delivered specifications for engineering team, such as Marketing Requirements and Business Requirements- Developed and launched a financial reporting tool, with configurable dashboards- Launched products to the salesforce with professional collateral and product documentation- Advised brand including research, analysis, customer segmentation, and brand positioning- Optimized channel value of core platform product through hub-and-spoke model- Increased customer feedback loop by starting the Net Promoter Score (NPS) client surveys - Organized company’s first user summit to strengthen key customer relationships

- Heart-of the-business knowledge of enterprise software development, and ERP implementations- Driven successful project work in all phases of proposal to delivery of growing client accounts, trusted advisor- Accountable for end-to-end management of projects and advisory services in Fortune 1000 clientsSelect Advisory and Project Management ExperienceColorado State Administration System:- Managed day-to-day quality resolution in Agile/Scrum environment for custom-made applications- Resolved a broken development process,and delivered a complete set of project score-carding suite- Reduced per-sprint development cost by aligning product backlog to the redesigned iteration processDefense Communications Agency:- Used top secret security clearance to model cost consolidation decisions for 16,000+ server datacenter including infrastructure cost savings from $20 to $22MM- Established Program Management Office (PMO) with account metrics, dashboards, KPIs, and ITILv3Nation-wide Wireless company:- Evaluated service and functionality of the client’s nation-wide branded stores paces for system audit- Recommended the best-fit POS application which was implemented as multiple-year advisory Large Multi-National Bank:- Communication lead for global People Soft releases in Project Costing, and Fixed Assets modules- Ensured system and product deliverables aligned with functional and technical business requirements National Brand Name Foods conglomerate:- Worked closely with CIO and Principals to price an enterprise resource program upgrade including an earned value estimation and strategically balanced offshore development options- Evaluated and co-wrote the pricing of a $30MM solutions proposal; scalable and repeatable M&A package to optimize the data integrations of newly acquired organizations

Heart-of the-business knowledge of software development, communication, and change consultation.Driven successful project work in all phases of SDLC lifecycle from ideation to sustainment.Accountable for end-to-end management of projects and advisory services in Fortune 500 clients.

- Business analysis, BPM, technology assessments, and software recommendations. - Acquired by Deloitte.