Peter Brown Email & Phone Number

San Francisco, California, Us

-Served as project manager for enterprise wide internal / external Customer Success data products, focused on driving product adoption through data science models, and generating personalized recommendations to drive recurring product utilization using machine learning models. Efforts included Agentforce, Data Cloud, Slack, Mulesoft, Salesforce Platform, Tableau and Marketing Cloud. -Managed stakeholders for the program’s governance efforts, the planning of resources and their respective tasks, risks & dependencies, and serving as a scrum lead for two teams’ major product releases.-Ran release management efforts across product leaders, data science, data engineering, and decision science teams.-Created the risk management & change management frameworks for the Customer Success Data & Analytics department.-Automated project tasks and created visualizations using JavaScript.-Created lineage diagrams/documentation by reviewing data engineering python code, supporting impact analysis, data roadmap planning, and data governance efforts. Included data assets across AWS & Snowflake.

San Francisco, Ca, Us

-Responsible for managing development and architecture team members workloads with varying skill sets through agile sprints -Led from inception to successful implementation of “Suggested Referral” initiative, enhancing processes for all deposit accounts opened at First Republic Bank, increasing revenue from deposit account referral incentives, and increasing operational efficiencies by reducing rework.-Streamlined operations by preventing compensation corrections, saving administration and compensation teams approximately 1.5 months of effort annually.-Drove the Private Wealth department's top priority, optimizing daily bank/brokerage transfers. Efforts resulted in system handling approximately $200 million daily transfers in Q1 2023, enhancing efficiency and client service for high net-worth individuals. Reduced operational team hours by approximately 120 hours weekly and minimized operational risks. Led collaborative efforts with internal and external API teams to develop five workflow prototypes.-Wrote over 1,400 user stories (JIRA) at First Republic, conducted analysis using Snowflake, developed prototypes and partnered with stakeholders to determine product planning. Documented business needs through user journey and process flow diagrams (BPMN 2.0), wireframes, user stories, and data flow documentation, facilitating the integration of three corporations into Salesforce (CRM) and Addepar (Performance Reporting).-Distinguished with department award for exceptional accomplishment in Q4 2022 for Investment Management Agreement Digitization efforts. Received multiple "exceeds expectations" ratings, including in Q1 2023 for successfully overseeing product enhancements.

San Francisco, Ca, Us

-Served as technical product owner for Private Wealth department’s Banking Core Transformation, the most extensive technology program in the company's history. Led business requirements, technical analysis, UI design, development refinement, and end-to-end testing that positively impacted 10 teams’ operations, 9 private wealth products and processes, and ~1,000 end users. Distinguished with department award in Q2 2022 for planning, analysis, and execution of 10 teams’ technical and operational migrations.-Captured business and technical requirements from business and technology VPs of 10 teams from beginning to successful completion of the core transformation program. Owned the program for the SVP of product in Wealth Management.-Architected Python ETL processes to convert private equity, Salesforce CRM and robo-advisor investment data into flat files for regular batch loading of account, transaction and balance data into the Appian accounting system.-Developed a Python reporting program, extracting SQL Server data into bundled reports, and automating attachment to specific Wealth Management teams.-Drove the work of various scrum teams through daily scrum ceremonies. Managed product discovery, roadmap development, refinement sessions, and testing. Reported status updates to department and enterprise leadership.-Created data governance documentation to enhance development and architecture efforts: data lineage mapping and logic documentation derived from advanced SQL queries, assisting business process changes transitioning from SQL Server to Snowflake and from legacy CRM data into Salesforce.-Led efforts in documenting complex remediation processes related to Investment Management Agreement legal documents.-Gained experience in product design and prototyping using Lucidchart and Visio for UI/UX design, process flows and wireframes.

San Francisco, California, Us

-Automated Salesforce global resale strategy analytics operations using python libraries. Reduced effort hours by 95%, and reduced risk-Developed process, metrics and visuals for corporate level Einstein Analytics dashboard (Salesforce “Tableau”)-Created streamlined SQL/Python reporting processes for quota forecast accuracy. Developed visuals using python for granular and segmented forecasting comparisons.-Enhanced strategy impacts through by introducing a prioritization matrix framework-Supported Salesforce global sales strategy in collaboration with finance

San Francisco, California, Us

- Worked with product strategy to migrate existing institutional clients from legacy wellness product into new bundled wellness product.- Partnered with institutional clients and analysts to create specifications, outbound files, and reporting from a MySQL database for employeewellbeing incentive programs.- Created metadata dictionary and entity relationship diagrams for existing wellbeing platform in preparation for data warehouse migration.- Enhanced controls by introducing steps to evidence outbound testing with external vendors.- Supported migration of JIRA Kanban to standardized subtasks for improved project tracking.- Created customer dashboards using Tableau.

Valley Forge, Pa, Us

-Reduced project execution effort hours by 85% and substantially decreased risk and training time to proficiency by automating team’s highest volume institutional retirement service and conversion project ETL processes using SQL and legacy system. Received department “spot award” for initiative.-Created a platform that reuses project management data to automate repeated project tasks by partnering with Visual Basic developer.-Project lead for Clean Data Technology initiative. Identified $7 million annual process defect related to automatic check requests to justify spending requirements.-Project lead for Institutional Data Integrity Dashboard. Established requirements and ran usability focus groups. Efforts drove data integrity improvements identified.-Analyzed and implemented changes to key controls related to department risk initiative-Automated processes required for internal audit review using SQL-Developed requirements for department Robotic Process Automation (RPA)-Resolved institutional data and system issues for plan sponsors and individual accounts

Valley Forge, Pa, Us

-Project lead for data governance strategy dealing with enterprise metadata. Partnered with data architects and business management to develop process implementation.-Identified and resolved the highest number of manual workflows for yearly department initiative; more than twice the 2nd highest team. Spearheaded several process improvement projects. Streamlined various transactions.-Received department “spot award” for successful preparation and walkthrough of an internal audit; resolved over 20 procedural defects in the process. -Partnered with Institutional Risk team, participated in Control Assessments and FMEA-Received department “teamwork award” for institutional system training and presentations.-Ran team review sessions of 4,000 institutional business concepts to ensure data administration standards were met.-Restructured data integrity databases for better forecasting and future technology spending based on trends.-Initiated team analysis and restructure of several data integrity databases.-Developed data collection requirements and process for Institutional Business Intelligence project.