Scott Gallagher Email & Phone Number

San Francisco, Ca, Us

Team leader responsible for spearheading the creation and management of a Portfolio Management function for a $70M+ investment portfolio, enhancing strategic planning and execution. Established strategic partnerships with Finance and Business stakeholders to develop frameworks for strategy development, annual planning (including OKRs), and portfolio decision-making.Led successful delivery of Prospecting Transformation program, significantly boosting seller efficiency. Launched PMO playbook to facilitate standardized program delivery approach across portfolios.Directed annual planning for strategic initiatives, including decision-making frameworks, budget allocations, and oversight. Developed and presented financial insights and business outcomes for all programs.Founded and chaired the Quarterly Portfolio Review governance forum, aligning executive review with business outcomes and financial impact.Rolled out and streamlined OKR processes, reducing Q1 to Q2 reporting time by 6 weeks through effective communication and community enablement.

San Francisco, Ca, Us

Overall Transformation Lead for CRM systems within DocuSign. Helped team align around enhanced sales analytics, bottoms up forecasting model and overall seller efficiency efforts.

Volunteer Board Member - Referee Administrator and Director of Referee Instruction for an organization serving over 150 referees, 1000 soccer players, parents, and coaches.

San Francisco, California, Us

Leader wearing multiple hats within Security organization responsible for the successful delivery of the company’s top SOX / compliance initiative - Identity Governance & Administration (Sailpoint implementation). • Transformed program from chronically underperforming to exceeding expectations in one year through customer outreach, revised product and Agile practices, redesigned release processes, cross-team influencing, and scaling number of scrum teams (from one to five). Increased annual application onboarding velocity from 9 to 85 in two years.• Led ten employees, across APAC and AMER regions, through journey from good to great (as measured by increased employee survey and great leader scores). Acted as servant leader, ensuring role clarity existed, provided growth opportunities, and providing a psychologically safe environment for team to thrive and succeed. No attrition on team during pandemic. • Implemented more Agile change management approach aligned with product management, focused on more rapid changes and feedback gathering.

San Francisco, California, Us

Program management leader responsible for delivering highest priority programs across Salesforce IT organization - focused on enterprise security and finance organizations. Overall oversight of up to 15 projects / $25MM budget / 7 project managers. Key highlights:- Organized and delivered on highest priority security projects to uphold company's highest value - Trust. Facilitated improvement activities across Security and IT organization, focused on project delivery effectiveness and business value achievement.- Enhanced overall working relationship between IT and Security organizations thru regular prioritization and funding alignment sessions.- Responsible for leading $15MM Enterprise Performance Management (EPM) transformation initiative, focused on program structure, vendor selection and oversight, and ensuring business value objectives aligned across program.- Led effort to review Robotic Process Automation (RPA) vendors for internal finance process automation.- Facilitated prioritization exercise across CIO and Chief Trust officer organization to ensure we were addressing the most important opportunities

Westlake, Texas, Us

Led digital transformation program delivering enhanced business outcomes through process optimization, implementation of Pega solution, reuse and paper elimination. Turned around failing program by creating new vision for the organization, reorganizing team, establishing governance processes, eliminating primary production issues, and hiring key resources. Replaced a number of legacy applications with modern solutions. Directed 150 people and $25MM annual budget. • Increased production releases over 100% (5 to 12). Grew Pega / Kofax and Agile capability to 11 scrum teams (from 3) with 90+% average sprint planning accuracy. • Oversaw delivery of transformed Schwab business processes that improved client experience and saved $3-5MM annually (wires, asset transfers, onboarding). • Assessed Pega platform and recommended it be replaced after 3.5 years and $30 million. Led effort to design, build and deploy replacement Pega solution to production in four months, hosted on internal shared environment (saving $1MM / annually).• Implemented staffing strategy for Pega resources that reduced the monthly cost / developer by 30%. Reduced vendor risk by growing skilled employees over 200% in two years. • Sponsored Pega Center of Excellence initiative and developed architectural strategy, formalizing fit, governance, and reuse standards across the firm.• Partnered with Enterprise Architecture to implement tech strategy for Pega at Schwab.• Oversaw DevOps automation initiative, reducing application deployment time from 2.5 hrs. to 15 minutes, while improving quality and eliminating downtime.• Implemented multiple SaaS applications for Co-browsing and Operational analytics.• Launched semi-annual “Innovation Day” to facilitate new business ideas. Multiple items delivered to production with positive impact to employee engagement.

Westlake, Texas, Us

Technology owner for the back office areas of our major B2B organizations (registered investment advisors, trust company, and equity compensation). Oversaw 75 team members, $12MM budget and 80+ applications.• Delivered critical-path Trust functionality for new 401(k) product launch. Recruited top architect and reorganized team to deliver solution on time and under budget.• Delivered plan and influenced approval for major currency effort to retire Weblogic across 15 applications. Retired 3 legacy applications and migrated the remaining ones to shared infrastructure, saving approximately $1MM in maintenance annually.• Led Agile scrum rollout across organization, enabling more transparent prioritization process and delivering value more quickly.• Sponsored annual “Innovation Day” with multiple ideas moved to implementation.

Westlake, Texas, Us

Technology leader for Schwab’s mission-critical enterprise trading and brokerage accounting systems (mainframe plus distributed). Oversaw 70 team members and $15MM annual budget.• Saved failing Options Symbology project and delivered it by regulatory due date and under budget, while reducing legacy COBOL code base by 33%. • Implemented quality engineering practices to development process with a higher focus on software quality, work tracking and technical governance. Improved production availability of core trading engine from 96 to 99.5%.• Launched Trading Infrastructure governance program for line of business alignment and functionality prioritization. Aligned technology team to highest priority features.• Implemented offshore team for maintenance activities, delivering 20% reduction in work queue in first year. Implemented daily health check process to ensure systems were ready for market open.

Westlake, Texas, Us

Team leader for customer and account master file technology area. Oversaw 45 team members and $8MM annual budget.• Rescued failing Simplification project with major scope creep and limited management support. Revised project objectives and delivered acceptable solution within budget.• Initiated RFP and implemented vendor maintenance and production support processes with offshore partner. • Addressed major support issues with Client Central (Schwab’s primary rep desktop tool) by building strong business partnerships and focusing team on quality processes.

Westlake, Texas, Us

Managed team responsible for software builds, packages and deployments for mission-critical UNIX and Windows-based applications. Responsible for 13 team members and over 80 applications.• Addressed schwab.com availability problems by driving new segmented rollout strategy. Reduced customer impact from 40 minutes to 10 seconds during a release back out.• Increased quality of release deployments in production by implementing standards during development / testing phases (ticket walkthroughs, environment standardization, automation, back out testing, implementation plans).• Rolled out new release process and tools to entire organization in three months.• Delivered schwabinstitutional.com search engine project that was in jeopardy and led team to implementation by target date prior to major advisor conference.• Redesigned desktop software packaging process to allow deployment of applications to production in a matter of days instead of weeks with higher quality.

Westlake, Texas, Us

Managed setup and maintenance of multiple client / server test environments. Partnered with electronic brokerage department to setup reusable acceptance environment for all release testing, resulting in higher availability and better quality.

Dublin 2, Ie

Responsible for creating high-quality, business integration solutions for clients in the financial services and transportation industries. Performed COBOL development, project management and team leader roles. Primarily focused on bank merger systems integration projects. Assignments:• National Bank – Business Loan Center Transition Lead (8 people) – (Sept. 1999 – Dec. 1999)• National Bank – Retail / Business Loan Center Transition Lead (18 people) – (Aug. 1998 – Aug. 1999)• National Bank – Customer Information System Conversion Lead (4 people) - (Dec. 1996 to July 1998)• Regional Bank – Proposal Development and Process Design (Mar. 1996 to Nov. 1996)• Mutual Fund Company – COBOL Design and Development (Nov. 1995 to Feb. 1996)• National Airline – COBOL Developer (Nov. 1994 to Oct. 1995)

Mba, Finance

Ba, Business Administration And Management, General