P.J. Macdonald, Pmp, Csm, A-Csm, Cspo, Rsasp Email and Phone Number

Worked with the WI Scrum Master Chapter Leadership team to establish the foundations of the newly formed Scrum Master Chapter. Defined working agreements, mission statement, goals/KPIs, working groups. People Management: resource planning, hiring, and talent allocation, onboarding, quarterly check-in process, and Providing direct and timely feedback to Associates - understanding how each Associates likes to receive feedback.◦ Took ownership of the Roles and Responsibilities Working group and facilitated meetings with a core group of Scrum Masters, Agile Coaches, and Chapter Leaders. Worked with HR and other business units at Fidelity to update the Scrum Master R&R from an enterprise perspective.◦ Finalized the WI Scrum Master playbook – published in April 2023◦ Proactively partnering with Chapter Area, Product Area, Center of Excellence, and Squad Leaders to measure performance through established objectives and KPIs to deliver agreed upon business, technology, and people results◦ Supporting and empowering chapter members, to enable delivery of increased value on their teams◦ Built a strong team environment with the Scrum Masters in my Chapter - “The Goonies". Created a culture of learning amongst these Scrum Masters where they support each other in their work and success. Established a space where they feel appreciated, valued, and supported◦ Being an advocate for Scrum Masters, providing recognition for their achievements, and helping them to achieve their goals has allowed me to create several growth opportunities for Scrum Masters within my chapter. ◦ Implemented scaled practices in Associate Desktop Experience product area - partnered with Agile coaches and Scrum of Scrums Master to set up scaled events and routines◦ Helped to build out new Enterprise Digital Profile product area - hired and onboarded Scrum Masters and Scrum of Scrums Masters, provided feedback on effective agile practices, scaling, and squad makeup

Enterprise Technology stood up two new Squads for Managing the Work and piloted Scrum@Scale as the Scrum of Scrums Master. Worked with Product & Chapter leaders to organize and propel the MTW product area on their Agile journey while partnering with Agile Coaches and mentoring Scrum Masters to assure success ◦ Joined Roger Stiles Associate Advisory Team ◦ Defined a Communication Strategy, set up of Digital Tools, and facilitated Scrum@Scale to assist with cross-Squad collaboration work, planning, and alignment ◦ Stood up a new Scrum team in Non-Qualified Plans and led to a high performing Agile Squad ◦ Mentored and coached many future and current Scrum Masters and joined MentorMe program ◦ Created and Led 3 LEAP projects (just out of college training and mentoring program for technologists)◦ Interviewed potential candidates (all roles) being considered on Agile teams at Fidelity ◦ Led workshops on interview and presentation skills ◦ Certified Agility Health facilitator (piloted the program) ◦ Digital Heroes piloting new tools for teams to utilize ◦ Whole Squad Agile Training certified facilitator ◦ Created initiatives to work towards organizational process improvements (Workplace Investing Release Process & Non-Prod environment issue improvements) ◦ Initiated and facilitated PP&A Product Area level work in-take process, communication channel improvements, and PA Working Agreements ◦ Created content and presented to Fidelity Associates (Learning Days) ◦ Facilitated Scrum Master Forum, Scrum Master Guild, and Lean Coffee meetings to increase the Agile knowledge of my colleagues in the organization ◦ Pulse Team member to implement new projects to streamline processes in the Change/Release/Incident/Problem Management practices to better support Agile development for the organization ◦ Started the Creative Crew, a group of like minded Agilists who support and share experiments and experiences they have tried utilizing their skills and tools

Advised clients on proper Investment strategy and Retirement Goal Planning.Managed a book of business consisting of 600 high net worth clients, $500+ million in assets. Problem-solving budget, finance, and accounting issues. Proposing solutions to improve end results.

Complete project life cycle: project consulting on scope with management, detailed planning with developers, problem resolution throughout the projects, progress tracking, user acceptance testing, release of deliverables. Lead project team and gained consensus. Developed and implemented new software system, CallTracker, an efficient method of tracking client interactions, by logging call details for record keeping. Used by phone representative as a reference and by management as a means of staying compliant in a tightly regulated industry. Concept to go-live with ThinkWise, a user-friendly application designed as a problem and resolution tool using a bottom up strategy, where end-users enter in fix-it suggestions, on issues they see during their day to day process. These proposed solutions are viewed by management and determined which ideas harvest the greatest opportunity for improved efficiency and overall cost savings, resulting in millions of dollars in savings to the bottom line. End-user’s submissions that are chosen are rewarded with funds towards their team-building expense budget.Utilized change management process with the implementation of DeskTop 1, a second generation call tracking system, that serves as an overall platform for integrating internal operating systems, making the work process more streamlined and productive. Worked with pilot team on user acceptance testing and training on the advanced functionality.

Project consulting for strategic business plan & IT strategy development. Road mapping project tasks as defined in the project plan in order to achieve the project goals.Providing senior leadership and key stakeholders with weekly & monthly updates on project status, KPI’s, issues & risks identified, and techniques being used to mitigate. Continuously identify & make recommendations towards process improvements, using Agile PMO methodologies, tools and best practices.

Managed book of $400 Million+ (300 clients plus 12 employer plans).Provided analytical solutions for projects, by using research, compiling data, and preparing reports.Documented, and implemented the process flows for the program. Team meeting facilitator working with CEO, Analysts, Operations, & Wholesalers.Client facing experience at a white glove meticulous level, always exceeding expectations.

• Manage book of business and assist bank customers with financial advice and investment solutions. • Organization and maintenance of files and adherence to compliance regulations.• Recruited, trained and mentored bank employees• Cultivated and strengthened relationships with new and existing clients.Meet with wholesalers to keep up on new product information

Developed, planned, and managed project involving 500 students and 25 teachers, helping give back to the community. Created flashmob event at Petco Park partnering with the San Diego Padres. Raised funds working with local business owners for all costs of the project. Created and distributed press release, bringing local and national coverage to the event. Our aim was to motivate the next generation to participate in activities that will positively change the community and their lives.

• Top-tierperformer,proactive,drivenleaderinsalesfortheTri-Stateregion.• Cross-sold Fidelity products and services via counter and appointments.• Excellent facilitation skills, meeting content and agenda and management of issues.• Top tier performer and sales leader in Tri-State region • Nominated for Excellence in Action

Utilized Portfolio Review, Retirement Quick Check, Retirement Plan Manager and RetirementIncome Planning tools to provide guidance for Fidelity clientsResponsibilities included retention, new accounts, outside assets and customer experience assessment

#1 or #2 in Dollars Rolled, Accounts Rolled and Retention Rate in the country for three straight quartersProvided customers guidance in pursuing options for retirement investingHandled retention of 401k dollars to be kept within Fidelity; Extensive knowledge of investing and products specializing in bond funds Performed transactions processed requests, and resolved any clients problemsProvided guidance and education for clients pertaining to investments within their accountsReceived high volume phone calls to NQR and Dalbar Standards

Broad knowledge of investing and products specializing in retirement accounts.Expansive processing skills handling incoming and outgoing funds