Balfour & Co provides products that forever mark the special moments of people's lives including class rings, yearbooks, graduation products, and affinity jewelry through in-school and retail distribution.Liaison to the business for technical solutions and support. Work customer facing with school principals, staff, and college advisers, as well as the sales rep teams for client services, school onboardings, and integrations to Balfour’s eCommerce and back-office products. Led agile scrum teams as the product owner for product development within Balfour’s yearbook portal product and mobile picture sharing application. Own tech and customer support for the sales reps, B-B and B-C business.• Established a self-serve product and pricing portal for schools to be able to build their product offerings on Balfour’s eCommerce platform. Retired legacy portal systems into a new portal platform enhancing the functionality and usability of the school’s yearbook journey to better manage their product sales and setup. 30% ROI on the product through lowering system expense and client support.• Generated a new eMarketing campaign within the system increasing sales through custom email and text campaigns while returning precious time back to the yearbook adviser through eliminating 3rd party apps. Realized a trending increase (10-15%) in school’s yearbook sales with communications that link the buyer easily back into the product for purchase.• Launched an order form mailing program to solicit students and parents with a mail-to-home flyer for purchasing their yearbook products. Targeted both sectors where online payment is either limited or cash/check payments are preferred. Highly successful program for retaining personas of all clients.

Product Director for a vendor purchased mutual fund accounting system. Led agile scrum teams as the product owner for vendor enhancements, custom product development, client integration and ongoing business requirements to support Fidelity’s fund accounting product lines totaling over five trillion in assets. • Led Agile adoption for Kanban and SCRUM teams for the fund accounting departments. Established request and prioritization process, backlog refinement, story writing, sprint planning and retrospective guidelines for the teams. Built out JIRA projects – workflows, screens, issue types and dashboards. • Led program initiatives from initial charter/scope/budget through execution, testing and delivery. Worked with Investment Guidance on scenario strategies, Customer Accounts for portfolio positions and trade processing, and Cash Management for transaction history and cash balance - all part of funding to drive Fidelity’s competitive advantage in online trading and portfolio management. • Partnered with Marketing for usability studies on redesign and branding of Fidelity.com and Fidelity Mobile to increase millennial market share. Increased preferred provider status by 25% on mobile and investment guidance calculators.

Managed key company initiatives for business application solutions, process improvements, and workflow automation in order to increase productivity and lower expenses within business channels including accounting, collections, customer service, and loss mitigation. • Led the integration of a third party loss mitigation tool into the MSP, mortgage servicing platform BKFS -increasing department throughput by bringing loans current quicker and more accurately through defined workflow automation. Department took a 30% growth in volume delivered through higher productivity of the system. • Introduced Agile into the company. Developed processes for software development establishing mixed development teams of business experts and IT staff collaborating for system requirements and solutions. Resulted in stronger partnering between the business and IT - bridged the gap of communications around business requirements and the complexities of IT solutions.

Directed product integration with online internet merchant accounts through professional services. Maintained business relations, technical sales support, account management, product development, and merchant agreements for the internet debit market place.  Product produced alternative payment methods of internet pin and pin-less debit transactions for retail and recurring payment merchants saving the merchants 2-5% on transaction fees.  Partnered with sales and marketing to execute the brand management strategy including: the marketing, pricing, competitive analysis, sales campaigns and trade show exhibitions.  Provided technical sales support for product development and enhancement.

Managed and directed the project processing for Financial Loan Originations. Worked directly with the top company executives for their strategic direction for current and future project implementations, as well as, the technology executives for project development and deployment. • Maintained staff of developers, analysis, and project managers to oversee current support and ongoing business application enhancements. Created a centralized team for broker, correspondent and retail lending improving inter department initiatives through common synergies between groups. • Developed a private mortgage application for servicing pre-originated loans. System took payments, managed insurance, escrow, collections and loss mitigation.