Our Global Platform Engineering Services organization is responsible for platform enablement, engineering, and creating a developer experience for our enterprise. The Global Platform includes public cloud and on prem environments. We are designing, building and supporting our DevOps culture through CICD processes for Cloud and OnPrem solutions. We are focused on building resilient, performant, and supportable capabilities that will enable emerging business needs to be met in a timely manner.

Lead the multi-year strategic vision and advisor-focused platform to enable the top 250 advisors to accomplish all servicing and management tasks for clients by using a single tool. Oversee the digital product portfolio and roadmap for the shared business services model, built to create an efficient user experience to enhance the customer’s experience. • Collaborate with engineers, designers, and financial leaders to define the product vision and strategy, and deliver experiences that align with business objectives and service the end users, customers and stakeholders• Engage with the customer, gather direct feedback, and adjust the strategy based on customer insights to resolve challenges and ensure the product delivers efficient and top-value performance • Develop and prioritize functional requirements for new or revised features or technical product enhancements and communicate updates around the vision to the team• Coach and develop a team of six product managers and business analysts, and partner with HR on recruiting, hiring, and retaining top talent for the company• Manage the product roadmaps, including the elaboration of epics, themes, and features into achievable actions• Participate in engineering updates, Daily Scrums, Sprint planning meetings, reviews, and retrospectives and prepare for roadmap changes within the project• Assisted in the transformation to an Agile environment for the organization of up to 6,000 employees; spearheaded the transition of a core group of 60 employees, and trained 200-300 employees in the adoption of Agile methodologies while greatly increasing employee engagement• Built a strategy to drive improvements in the shared services system; created backlog items of epics and features; decreased the per-call rate and reached the annual target goal• Nominated for the Regional Leadership Forum; graduated from the Chicago Chapter in 2018• Nominated for the Cornell Design Thinking Course; graduated in 2018

• Enabled the end-to-end value delivery by connecting and aligning work within teams, across work streams, and with other strategic company priorities• Coached and developed a team of four data analysts; created and enhanced the team engagement with new processes through strategic planning and kept the team focused on key initiatives and business outcomes• Led data and analytics agile team; launched a new data tool, generated metrics and reports, identified trends and next steps, and presented product updates weekly to senior leaders• Collaborated frequently with program leaders to identify, assess, and mitigate risk, resolve challenges and barriers, and remain on track with project timelines to avoid disruption in production on the team• Connected work streams, teams, the enterprise, and drive mechanisms to support the production, including structure, processes, work tracking, follow-up, and understanding of interdependencies• Led by open communication, visibility, transparency on objectives and focus on priorities to drive outcomes; ensured the continual evolution of the agile operating model through learning and improvement

• Promoted from Scrum Master-Senior Project Manager (2014 – 2015); implemented a new performance management process for the Scrum team that created clarity and accountability for the team• Managed a multimillion-dollar budget and transformed the Fintech business into a lean/agile leadership mindset utilizing Agile principles• Saved millions of dollars for the organization by integrating a full Agile model; completed a multi-year project 10 months early• Coached and developed a team of 60 (30 onshore and 30 offshore contractors based in India); led the team of Scrum Masters, product owners, software developers, business consultants and project support staff built within the Enterprise Projects and Support division to build the Financial Security Platform (FSP) by leveraging the Scaled Agile Framework (SAFe) and Scrum methodologies, specifically for Client Relationship Management software (CRM) and the Next Generation Illustration system• Trained, guided, mentored, and coached the team on Agile methodologies, including SAFe for Teams, SAFe foundations for Teams, SAFe for Leaders, SAFe foundations for Leader, Scrum for teams, Product Owner/Product Manager Training, and Advanced Scrum Master training

• Led a team in the day to day work in unstructured data strategy and architecture• Prioritized the requests and making the team available via a Kanban board• Managed a multimillion-dollar budget that allowed for enterprise level strategy around unstructured data • Developed team goals, individual goals, and coaching team members

• Led a team's day to day work in engineering and end tier support for MS Windows, Office, proprietary software, as well as other tools• Managed work intake, responded to escalated support issues, managed/coached people, and represented the team across the business.

• Worked with subject matter experts (SMEs), as well as multiple IS groups, to elicit, document, and verify requirements for projects• Accountable for eliciting, analyzing, representing and validating complex business needs into requirements in order to achieve business objectives• Identified, understood and documented the current state, opportunities for improvement, and future state business processes in order to meet business objectives• Identified options and negotiated to achieve consensus and meet enterprise business needs• Accountable for identifying and coordinating client acceptance testing, client training and communication needs in order to ensure successful implementations• Provided information and analysis for the business• Coordinated Organization Change Management activities in order to promote adoption of the change and minimize impacts to people and processes• Analyzed new software and creating Research Findings docs for EVF projects• Coordinated software testing for many projects