Paul Yates Email and Phone Number

Delivering top-tier agile product leadership, solutions, and coaching to companies with passion and finesse.

• Designing and delivering custom agile product training for technology teams, management teams, business units, and leadership.• Delivered in person and remote training of 120+ FTEs across the roles of leadership, product owner, scrum master, and team performer.• Coached implementation of SCRUM, SAFe and modern product management practices informed by needs and maturity assessment.

• Coached the implementation of agile practices at the president and SVP level along with designed and lead the agile strategy for a division of 8000 full time employees in delivering working solutions to government intelligence agencies.• Assessed, designed, and coached agile practices for the most senior business teams in the Mission Systems sector (24,000 full time employees).• Recruited and lead a team of 12 coaching consultants to successfully transform multiple programs and agile… Show more • Coached the implementation of agile practices at the president and SVP level along with designed and lead the agile strategy for a division of 8000 full time employees in delivering working solutions to government intelligence agencies.• Assessed, designed, and coached agile practices for the most senior business teams in the Mission Systems sector (24,000 full time employees).• Recruited and lead a team of 12 coaching consultants to successfully transform multiple programs and agile release trains within the Cyber and Intelligence Mission Solutions division of 4200 full time employees using proven change management techniques and frameworks. Show less

• Lead multiple ARTs (Agile Release Trains) and their Portfolio with the Scaled Agile Framework towards maturity with the ultimate goal of delivering better financial products faster to their members.• Taught, coached, and launched the LPM (Lean Portfolio Management) framework including the Strategy, Operations, and Governance groups.• Coached product VPs & directors through structured exercises to empower their ARTs & teams with vision and strategy.

• Lead and Coached cross functional and component teams along with their ARTs and Solution leadership from inception to maturity for “DirecTV Now” and other digital AT&T Entertainment products.• Ensured delivery of product milestones and maximized team contributions to the digital product roadmap.• Instructed public and internal SAFe courses with 100(s) of top attendee reviews.

As COO I built a successful team, launched products, and formed industry partnerships in the consumer genetics space.● Successfully recruited and managed employees, contractors, and key partners into the growth stage.● Managed creation of new DTC genetics products including product manufacturing, distribution, client experience (web & mobile) and headend client program.● Designed and secured sales verticals accounting for 85% of new client acquisition and 50% new revenue.●… Show more As COO I built a successful team, launched products, and formed industry partnerships in the consumer genetics space.● Successfully recruited and managed employees, contractors, and key partners into the growth stage.● Managed creation of new DTC genetics products including product manufacturing, distribution, client experience (web & mobile) and headend client program.● Designed and secured sales verticals accounting for 85% of new client acquisition and 50% new revenue.● Decreased COGS to sales by 15%.● Created, placed, and managed multiple online campaigns across CPC, affiliate, and exclusive partnerships.As CEO and the managing member I focused on founding a business, starting a brand, creating a retail product, and selling it online against large competitors.● Designed and managed creation of website, product design, custom fulfillment solution, UI/UX, and on-site transactions.● Managed Agile contractors teams as PO & business stakeholder for web-development, software, production, fulfillment, affiliate marketing, and SEO.● Negotiated partnerships with IP providers and labs which resulted in new products and distribution channels. Show less

By applying strict fiduciary duty I focus on understanding how clients make purchase decisions and on maximizing new accounts through long term relationships in wealth management.● Built a personal client network of 300+ clients, $1.2M under management, and $500K+ in premium in 4 years.● Designed and implemented client review process which resulted in 97% client retention.

At my first position after university I used creative ideas in an established environment to protect clients and drive new accounts for a boutique financial firm.● Established a system that scrubbed existing client accounts and identified $250,000 in missed revenue.● Personally converted $84,000 in insurance premium opportunities with clients.● Established company website, interoffice communication standards, and communication innovations to drive productivity and employee… Show more At my first position after university I used creative ideas in an established environment to protect clients and drive new accounts for a boutique financial firm.● Established a system that scrubbed existing client accounts and identified $250,000 in missed revenue.● Personally converted $84,000 in insurance premium opportunities with clients.● Established company website, interoffice communication standards, and communication innovations to drive productivity and employee satisfaction firm wide. Show less