Lisa Quach Email & Phone Number

Boston, MA, US

Boston, Massachusetts, United States

• Developed the product strategy, vision, and roadmap for a new investor trading experience for Fidelity Bloom University
• Designed, architected, and executed an entire end to end investing and trading experience for the Fidelity Bloom application across iOS and Android
• Collaborated closely with UXR to research and design future investing experiences based on customer research and data and build a comprehensive investing experience to address specific group barriers
• Acted as interim squad lead for a squad while simultaneously managing dependencies, backlog management, refinement, and sprint planning
• Effectively fostered cross-functional and cross-team collaboration across multiple products with various members and empowered the team to deliver and develop a viable product experience suiting customer needs
• Led and partnered with the team and various stakeholders in the product development lifecycle from the discovery, definition, design, development and deployment stages

Boston, Massachusetts, United States

• Identified, managed, and implemented an end-to-end pilot with Intuit
• Led and facilitate design thinking sessions for new product development and outlining minimum valuable product for releases
• Partnered with various partners legal, user experience, and development teams to create a new tool for recommending the appropriate managed account service
• Defined the requirements and outlining a new rewards tier for digital managed account customers
• Translating business requirements into user stories and outline the acceptance criteria for epics and stories
• Directed, collaborated, and delivered in partnership with UX and content to deliver a newly designed IRA selection page which resulted in a 7% increase in traffic in account opening

Boston, Massachusetts

• Led, integrated, and delivered the money movement experience for Fidelity Go and Fidelity Personalized Planning and Advice customers for funding their accounts with securities
• Decommissioned the money movement experience and integrated a new funding experience for FGO and FPPA clients provided a simpler way for clients to fund their account
• Engaged with various business partners to implement and launch the new funding experience for FGO and FPPA clients
• Collaborated with senior level business partners and gather business requirements and translate to technical system requirements for implementation in new applications
• Learned new tools such as Adobe Analytics to gather metrics for account opening
• Led one of the first A/B Tests within the product area which focused on improving account conversion rates

Smithfield, Rhode Island

• Collaborate with senior level business partners and gather business requirements and translate to technical system requirements for implementation in new applications
• Engage with business partners to understand current processes and needs and provide future solutions to fit business partner needs while aligning to future enterprise strategies
• Remove silos between business and technology by engaging in open and transparent sprint reviews and design sessions creating a more collaborative and engaging forum for technology and business
• Provide guidance to project team members to ensure business requirements and scenarios are thoroughly understood by defining acceptance criteria, process flow diagrams and supporting documentation
• Coordinate and execute user acceptance test sessions with business partners, facilitate acceptance test driven development sessions with project team
• Transform into various roles within a project team as scrum master, product owner, and quality assurance

Dallas/Fort Worth Area

• Established and maintained cross-site collaboration and relationships in person and virtually
• Instituted weekly team building exercises to build a more cohesive work and team environment
• Implemented and led new initiatives for Quality Assurance team to understand the business context of projects/applications and improvement of UAT
• Resolved and managed defects with project team members during SDLC to ensure high quality product releases
• Conferred with analysts, developers, and business partners to ensure correct information was captured using Google Analytics
• Performed data analysis to ensure information meets business functions

Raleigh-Durham, North Carolina Area

• Created a quantitative scoring system for a dashboard monitoring the completion of security activities during SDLC.
• Analyzed system requirements to develop a test plan and test cases.
• Executed test cases that included functional and back-end testing.
• Sept. 2013 – Dec. 2013: Develop a dashboard tracking implementation of security activities during SDLC.
• July 2013 –Sept 2013: Received training for three months focused on system analysis and quality assurance.

Santa Fe, New Mexico Area

• Assisted members with account services: established new accounts, closure of accounts, and educated members about the services available.
• Analyzed member accounts and recommended new products or services.
• Developed Excel spreadsheets to perform audits on new account opening procedures and guidelines.
• Conducted the audits daily, weekly, and monthly.

Santa Fe, New Mexico Area

• Counseled new clients on financial planning, risk management, and investment strategies.
• Risk management involved reviewing clients’ current and future goals and recommending products based on short-term and long term goals.
• Constructed investment strategies based on client’s risk portfolio and recommended investments based on their risk tolerance and desired performance in investments.
• Partnered with small businesses assisted in the development of business plans through continuity, compensation, and valuation.

Albuquerque, New Mexico Area

• Trained and familiarized tellers with policies and procedures.
• Maintained the front teller line while providing a high level of service to members.
• Resolved concerns and discrepancies concerning members’ accounts.
• Supervised in absence of teller supervisor.
• Performed monthly audits on tellers, vaults, and cash dispense machines.

Santa Fe, New Mexico Area

• Performed vault duties: ordering cash, negotiable instruments, verified and prepared incoming and outgoing monetary shipments.
• Trained new tellers

Bachelor Of Business Administration (B.B.A.), Finance And Management Information Systems

Education record

Class Representative for Derivatives & Treasury Management