Kyle Chaffee Email & Phone Number

Austin, Texas, United States

Lead the Data and Analytics Platform Operating Model, setting the strategic vision of leveraging data as a product and enabling all Schwab business units, product managers, and technology teams to develop value generating capabilities for the firm.

Austin, Texas, United States

Led the product development and architecture design for an internal, enterprise-wide management solution aimed at delivering key insights into the work efforts for any program in the Schwab ecosystem, with a focus on the critical cross-functional initiatives related to the TDA Ameritrade integration.Established roadmap, work effort, and forecasting views for TDA Ameritrade Client Day 1 tracking inTableau for multiple contexts and personas dependent on user utility.

Austin, Texas, United States

Led release management, CI/CD, program management, and internalapplication development for the Advisor Services Technology SAvE organization.Implemented quarterly objectives and key results for the 50 resources in the SAvE organization and standardized their workflow and capacity management.Established a DevOps release model enabling development teams to owntheir application deployments, reduce their build to deploy time by 50%, and doubletheir release frequency.Re-engineered the construction and delivery of the Digital Advisor Services platform operating model to be more inclusive of platform health indicators such as availability, client impacting incidents,and trending change management metrics, while creating a central data fabric togenerate various slices of on demand reporting.

Austin, Texas, United States

Led a team of 4 information system and application engineers.Ran 2 projects focused on reducing lead time for deployment and increased change management ownership across 678 resources and 71 scrum teams in Advisor Services Technology.Transformed the organization's Change Approval Board from a manual weekly report to an ‘always on’ experience for all leaders to interact with through an internal custom portal.Built and presented a multimillion-dollar repatriation plan to increase resource productivity and advance the organization’s location strategy.

Austin, Texas

Transformed the operating model for the Advisor Service Technology organization's business management office by integrating a development team focused on process automation.Designed Tableau dashboards highlighting key performance indicators for both business and technology teams to help them support over 8,500 advisor clients.

Austin, Texas Area

Led operations team of 4 associates responsible for all investment pricing and back end trading operations servicing over 800 defined contribution and defined benefit retirement plans.Consulted with various retirement operations teams to analyze inefficiencies and develop applications for process inefficiencies.

Managed a full service level operations team consisting of four associates responsible for ten hedge fund clients' trade confirmation and settlement activities.