Portfolio and Program Management• Engage and align key resources across lines of technology, business, legal and compliance, visual design and tool methodology across ecosystem of 150+ people ensuring successful delivery to production• Cross-enterprise prioritization and delivery sequencing• Lead operational roadmap creation & management• Direct management and assignment of 20+ person team accountable for program & project management and business analysis & testing• Budget management, tracking and reportingDigital Strategy• Competitive research lead focused on Robo Advisor market, FinTech start ups, as well as non- financial industry digital experience trends• Provide customer insights related to financial planning, digital expectations and work/life prioritiesAgile at Scale• Transformed teams and programs from SDLC to agile• Create fully-stacked, dedicated and empowered scrum teams• Adapt culture to support agile delivery practices and ensure proper engagement from required business and technology resources• Accountable to resolve blocking issues across portfolio delivery teams (8+ programs, 18+ scrum teams)

Digital Product Owner• Led re-design and development of Fidelity Investments’ Guided Portfolio Summary; a digital financial portfolio analytics and reporting software application• Enhanced capabilities and overhauled online user experience and digital reports• Maintained and prioritized product backlog• Continually optimized product enhancements by balancing customer needs, UX design, branch representative requirements and technical feasibility to deliver an engaging user experience while meeting business objectives• Facilitated and negotiated solutions across all impacted stakeholder teams, including legal, risk, compliance, technology, operations, user experience and methodology teams• Communicated software requirements to system analysts and developers• Performed and coordinated business acceptance testing• Managed customer enablement and rollout strategies• Received Fidelity Excellence in Action award for LeadershipProgram Lead• Program lead for a variety of multi-million dollar digital Planning & Advice digital capabilities and sales & service model efforts for Managed Accounts Solutions• Identify customer needs, prioritize and communicate requirements, and maintain focus on delivering customer value• Direct and matrix management responsibilities to drive quality product delivery and ensure production readinessmmendation capabilities