Led department-level project management for a complex, high impact data center buildout. Supported a sub-organization by facilitating weekly leadership team meetings, release planning meetings, driving completion of monthly executive reporting, and facilitating monthly executive reviews. Owned collection of TD Ameritrade Client Day 1 project status from Senior Technical Managers and Product Owners as well as provided coaching as to how to improve the reporting for senior leadership. • Completed Zone 1 data center execution tests for nineteen applications in 2022 and was on track for completing Zone 2 tests in 2023.• Temporarily assumed the role of Senior Technical Manager, developing a tactical project and execution plan to ensure successful activation test readiness and execution for a specific application.• Supported the TD Ameritrade conversion projects, improving the quality and value of status updates for department leadership.• Collaborated with PMO leadership to enhance application data tracking and reporting accuracy.

• Facilitated Scrum Ceremonies including Sprint Planning, Daily Scrum, Sprint Retrospectives, Sprint Demos and Release Planning for a team focused on bank sweeps.• Promote team empowerment and encourage a sustainable pace with high-levels of quality for the team.• Remove impediments for the team• Lead software release calls and report on behalf of the team.

Recruited and managed teams of up to nine project managers and business analysts and led three geographically dispersed Kanban teams serving targeted business areas.

Managed contract-based project, overseeing project planning, execution, and completion while ensuring compliance with client specifications and delivering results within agreed timelines and budgets.• Spearheaded the seamless conversion of an acquired business from an AS400 platform to a vendor-sourced solution, successfully integrating approximately thirty grain elevators and corporate offices onto the new platform, resulting in enhanced operational efficiency, and streamlined business processes.

Managed up to fourteen project managers and business analysts. Managed large-scale enterprise programs and projects. Partnered with senior business and technology leadership to align projects with major business objectives.• Responsible for the successful delivery of more than thirty large scale initiatives ranging in size from 3,000 to 20,000+ technology hours. • Program/Project managed the IT infrastructure workstream of the Thinkorswim Inc. integration, including desktop, call center, and data center integrations. • Program Managed the timely completion of multiple projects for Fiserv Investment Support Services (ISS) integration entailing conversion of client demographic, balance, and position data, as well as filling in gaps with Web and back-office systems.• Established and fine-tuned project / program management processes, policies, and procedures. • Successfully managed a wide range of projects spanning diverse functions including Operational, Regulatory, Client Facing, Marketing and IT Infrastructure.

• Guided top-flight team in monitoring, analyzing and recommending enhancements for next-generation trading systems. • Reported to Executive Vice-President of Trading regarding trading systems initiatives, and functioned as primary business liaison between brokerage business and technology department. • Coordinated in-depth analysis of electronic processes and monitored / tested trading system enhancements. • Reviewed, analyzed and approved business requirements affecting trading department. • Interviewed, hired and reviewed performance of associates. Key Projects & Achievements:• Steered planning and oversight of key project and facilitated in-depth learning / brainstorming sessions to deploy real-time margin calculations in order-management system, leading to 80%+ reduction in number of Web-generated orders requiring manual review by a broker.• Instrumental in driving prioritization and execution of project to deliver real-time balance data to Web and IVR systems.

• Directed team of 30 registered representatives / stockbrokers. • Closely monitored trading system and promptly reported issues to Vice President of Trading. • Performed reviews of electronic orders for compliance with cash / margin requirements. • Performed quarterly and annual evaluations of registered representatives and calculated monthly associate incentive payout. • Trained and coached new hires.Key Achievements:• Integral in planning and coordinating successful merger of three electronic trading departments in close collaboration with Department Manager.• Demonstrated outstanding levels of customer satisfaction and retention in prior role as Registered Representative with TransTerra Company (now TD Ameritrade Holding Corporation).

• Answered client calls and placed orders on their behalf. Opened new accounts, reviewed electronic orders for suitability/funds availability and responded to client e-mail inquiries.