• Participate with each team member in achievement of their respective career and personal development goals• Partner with Product Owners, Product Managers, Quality Assurance Engineers and Architects to deliver accurate, on-time projects that deliver business value• Actively cultivate a values-based environment of trust to promote team communication, morale and efficacy• Execute all responsibilities of a Software Engineer

• Contribute to an Agile team using Extreme Programming (XP) principles and practices• Deliver and maintain web applications using Angular• Develop RESTful APIs in C# and .NET with Entity Framework and SQL Server• Design APIs in Swaggerhub using API-first design principles• Write and groom user stories with a focus on delivering stable, maintainable products with clear, well-understood business value

• Develop and maintain proprietary ETL software using Python, SQL, and Docker on AWS• Continue responsibility for all service integrations throughout all phases of the software development life cycle as described below• Provide input on user stories, design and architecture from a business and user perspective to ensure MVP will deliver expected value• Serve as scrum master for sprint teams• Reduced regularly-scheduled sprint planning and retro meeting length and frequency (and improved team morale) by establishing well-defined meeting purposes and keeping conversations focused• Oversaw a 25% improvement in team productivity within three months• Successfully hired and onboarded three new Integrations Engineers in 2019

• Research capabilities of APIs in response to client requests• Create technical requirements for new integrations and enhancements to existing integrations• Build integrations with new services using Python and debugging in Docker• Create unit tests and ensure adequate coverage for new integrations and enhancements• Lead a team of local (direct-hire) and offshore (contract) developers including responsibility for training, peer reviews and career development• Managed backlog of projects including balancing frequently conflicting priorities and timelines for projects that affect several internal and external customers• Turned over 100% of my team from 2018 to more senior developer roles within the organization

● Led creation of Employee Success team and oversaw employee feedback and engagement measurement systems and processes (2019)● Advocated for creation of Vision, Mission, Purpose statements and participated in their creation (Winter 2017)● Identified need for organizational guiding principles and participated in their creation (Summer 2014)● Provide ongoing input into organizational strategy and decision-making

• Developed client onboarding program and led its execution• Consulted in-person with clients to help establish best practices, build sustainable analytics programs and guide the design of data solutions in support of the same• Developed and executed training for a broad range of audiences in support of the above• Developed and executed “Tableau for Marketers” training program to support client onboarding• Conducted ad hoc training to support report development in Tableau desktop and help analysts solve tactical problems consistent with best practices• Administered Tableau Server deployment• Continued functional QA testing for new platform features

• Led a team of Analysts and Database Developers creating reporting and preparing analysis for a diverse group of clients using Tableau and Amazon Redshift• Supported sales calls by performing live demonstrations and proofs of concept• Efficiently executed proofs of concept for prospects including establishing necessary data flows, writing custom SQL and developing example reports in Tableau• Wrote software requirements for our proprietary ETL software’s integrations with external data sources and worked cooperatively with software engineers to execute designs consistent with client needs• Designed original User Interface and flows for client-facing application• Performed manual functional QA testing on new platform features• Updated code and application database to accommodate changes and upgrades to APIs• Investigated errors preventing data from being loaded, debugged existing Python application and executed or proposed changes as appropriate• Led creation of Product Support team including establishing team behavioral norms, customer service philosophy and database development conventions

● Partner with clients to understand business and website goals and associated strategies● Participate in development of key performance indicators consistent with those goals/strategies● Design data visualizations and dashboards to measure performance against KPIs● Construct visualizations and dashboards in Tableau Desktop● Maintain and automate existing reports● Design database solutions to support reporting and analysis● Provide actionable, data-driven insights to drive continual improvement● Continually update and maintain reporting and associated databases

• Execute on all Flex Specialist responsibilities listed below• Drive team improvement by providing effective coaching• Align individual improvement with department and company goals

• Execute on all Investment Specialist responsibilities listed below at a high level• Resolve complaints from client’s requesting assistance from a manager• Manage client callbacks for unlicensed transfer agency representatives• Perform account maintenance and transactions with team-leading efficiency and accuracy• Department All Star in 2011 for aggregate performance in the top 15%

• Analyze department problems and performance issues identified by leadership• Leverage internal relationships to gain insight beyond data• Discern between problem manifestations and root causes• Present department leadership with strategic or tactical solutions as appropriate• Lead or support program implementation as appropriate• Support initiatives lead by Business Support colleagues• Support internal customers as a Learning Resource Center representative

• Actively engage clients in discussions about investment and service needs• Identify opportunities and cross-sell additional products and services when appropriate• Conduct team meetings in manager's absence• Conduct team training and continuing education• Provide feedback to IT and Marketing for website in 2007 and 2009 and mobile site in 2011• Recognized by peers and manager with Team Player award in 2008

Independent Insurance Agent

Managed daily store operations including opening and closing procedures, coordinating store staff with projects, preparing cash reports, reconciling end-of-day, checking-in vendors and addressing customer issues