John Mcgarry Email & Phone Number

Denver, Co, Us

Boulder, Co, Us

● Product Lead for Residential Demand Response program enrollments Demand Response “Pre-Enrollment” Product liaison for 3rd party smart thermostat and EVSE manufacturers● Defined and maintained Product roadmaps for Residential Enrollments business line ● Product lead for building and maintaining enrollment processes with DER partners, including Google Nest, Resideo/Honeywell, Copeland Sensi, Chargepoint, and Aquanta ● Product lead for Integration team assess, prioritize, and migrate Residential Demand Response programs onto a new tech platform. ○ Functions included enrollment processes, event dispatch, customer experience and communication, event & enrollment reporting, Sales and Operations ● Met or exceeded Utility customer program enrollment goals

Boulder, Co, Us

● Lead a Scrum team with domain over enrollment processes which included front-end to back-end integrations with external and internal partners● Product Manager for Device Optimization data science team that powered a machine learning algorithm to collect inputs from the customer’s home and optimize a cooling schedule to maximize comfort and load shift for the customer and utility● Skilled in troubleshooting and identifying product issues

Boulder, Co, Us

Westminster, Co, Us

Product Owner in cross-functional SAFe Agile team focused on delivering tools and utilities for internal support and customer facing teams.● Manage product backlog, write user stories and acceptance criteria to ensure alignment with business objectives and balance with capacity constraints● Define user stories & acceptance criteria for features including UI, APIs, Security integrations,business logic, WCAG compliance, text communications, and database enhancements● Conduct scrum ceremonies (stand-ups, retrospectives, demos, sprint planning, refinement, grooming, PI Planning)● Tools: JIRA, Confluence, MS Team Foundation Server, proprietary applications

Relationship manager for client firms that included the wealth management divisions of banks, broker/dealers, and wirehouse firms. Provided exceptional customer service and looked to increase and expand product adoption. Services included investment due diligence, technology enhancements, and retirement solutions. Worked directly with all aspects of firms including financial advisors, operations, and executives.

Led a 6 person team of data analysts providing maintenance and customer support for an investment research software application● Worked directly with money managers and financial advisors for data collection and dissemination● Oversaw the quarterly product database updates of 400+ asset managers and 1.2K investment products● Reviewed data for accuracy and timeliness to meet strict client SLAs● Front line customer support to financial advisors, asset managers, and investment analyst users● Procured index and data provider data feeds and licenses

St. Louis, Mo, Us

Team lead overseeing all administrative aspects of a financial advisory practice● Processed client transactions and other requests with elite customer service● Assisted Advisor team in implementing portfolio model changes● Implemented process improvements to reduce processing time and ensure accuracy in delivering on client requests

Cleveland, Oh, Us

Handled all aspects of servicing High Net Worth investors for a team of fee-based and commissioned financial advisors including account creation, transfers, and inquiries. Utilized portfolio accounting systems, Act! CRM, MSOffice Suite including Excel and Access. Fast paced, highly detailed environment. Inbound and outbound phone calls.