Kathleen Holmes Email & Phone Number

Natick, Massachusetts, United States

Licensing and Activation Systems• Provide oversight for Scrum teams including backlog prioritization, story refinement and Release Planning.• Collaborate closely with multiple Business partners to define project work intake and assess absolute priorities for Scrum teams to execute on and deliver high quality feature sets.• Develop and maintain Technology roadmaps to enable key Business features while aligning with Technical initiatives.• Actively assess Agile best practices to ensure teams are provided with the tools and opportunities necessary to operate as efficient, cohesive scrum teams. Utilizing methods such as Affinity Estimation and Relative Sizing to build out epics and product feature roadmaps. • Decommissioned an application and migrated the features from an old technology stack to meet our Architecture standards. Our Business partners are experiencing a more streamlined process with significant performance improvements. Additionally, a large amount of technical debt and maintenance has been removed from the backlog with the migration to REACT.• Launching new product offerings on a regular basis to ensure we are meeting every Customers' need.

Smithfield, Ri

Personal Investing / High Net Worth DivisionLed technical analysis and business process architectural redesign for new product development. Provided analysis and project management for complex efforts including process redesign, system interaction diagrams, product roadmap / vision, business value and strategy definition and release management.• Launched a new representative tool to replace an existing manual spreadsheet process with a budget of $1.5 million. • Delivered the MVP (Minimum Viable Product) for a new tool while developing under a new Operating Model transformation to an Agile Development methodology. • Instituted Goal Level Performance within a portfolio budget of approximately $500 thousand as a foundational experience allows clients to view their progression via their online client portal experience. • Managed a team of eight systems analysts including resource assignment, performance management and identifying career growth opportunities for all associates.

Smithfield, Ri

Personal Investing / Managed Accounts DivsionThrough extensive experience in both waterfall and agile methodologies, facilitated requirements and design sessions, developed design, process and data flow integration workflows, created roadmap visioning, led Business Acceptance Quality Assurance efforts, delivered feature and project estimates and collaborated with the PMO, UX, Testing / QC, and Engineering Teams.• Launched new products within Managed Accounts to support a distinct client base. Products included multi goal target asset mix assignment, account to sleeve level management of assets and targeted asset account types to support the multiple needs of our distinct client base. • Remodeled an existing mainframe redemption processing system to integrate with the standardized internal system to reduce redundancy.• Overhauled the Managed Accounts’ mainframe Fees and Billing system with several key initiatives to ensure proper account setup, fee calculation and redemption processing for all Managed Account products. • Acted as the liaison for several fee audit initiatives that were managed by both internal and external stakeholders by consolidating and/or creating documentation, process flow diagrams, and data analysis and data research reporting in support of the auditing team.

Smithfield, Ri

Institutional Services Division• Facilitated requirements and design sessions for projects with internal and external Fidelity vendors following a waterfall Project Life Cycle methodology for all size projects.• Researched data issues within both the transactional and data warehouse databases using SQL.

Boston, Ma

Branch Operations Division• Installed and supported production systems for over 90 Investor Centers throughout the country including managing crisis situations to resolution in an efficient manner.• Coordinated the maintenance and support of over 30 servers and workstations in our test and production environments and acted as the liaison to business partners for US based Branch Operations.

Boston, Ma

Marketing Communications and Personal Investing Divisions• Selected as a member of the highly competitive Systems Associate Program where approximately 40 college graduates participated in a 2-year rotational program to gain a greater knowledge of the Technology career path as well as the different organizations throughout Fidelity. • Trained new employees and provided technical assistance for more than 80 users on the Marketing Communications system.

Masters Of Business Administration, Organizational Behavior

Bachelor'S Degree, Marketing/Cis