Steve S. Email & Phone Number

San Francisco

Providing project management services that provide strategic leadership and improve ongoing operational efficiencies, including projects that address regulatory compliance and security issues.

San Francisco Bay Area

I led a fast-tracked project to deliver the “All In One Trade Tool”, an advanced trading software tool that allows 3000+ Customer Service Reps to submit simple and complex trade orders for over 10M clients. Delivered new trading functionality that existing legacy systems could not provide. Followed an intuitive workflow that aligned with the way Active Traders think about trading. • Delivered project in half the scheduled time to meet management’s aggressive deadline.•… Show more I led a fast-tracked project to deliver the “All In One Trade Tool”, an advanced trading software tool that allows 3000+ Customer Service Reps to submit simple and complex trade orders for over 10M clients. Delivered new trading functionality that existing legacy systems could not provide. Followed an intuitive workflow that aligned with the way Active Traders think about trading. • Delivered project in half the scheduled time to meet management’s aggressive deadline.• Optimized delivery of User Stories and maximized sprint velocity by ensuring the appropriate level of flexibility with the Agile Methodology by self-organizing Scrum Teams.• Facilitated writing of User Stories and Acceptance Criteria.• Conducted Product Backlog Grooming/Refinement Ceremonies and story point estimations. • Managed User Stories, Bugs, Issues, Epics, Themes using TFS, JIRA and Confluence tools.• Led weekly Bug/Defect Triage meetings to prioritize the Defects Backlog and assigned resources to fix defects, ensuring Product Owners a quick and prioritized response to defect resolution. Show less

San Francisco Bay Area

I led the full lifecycle project management to implemented 5 upgrades of Jive Software that supports Schwab's social media Trading Community site. The site is used by industry Leaders, Clients and 1M+ Active Traders to share insights and information about market conditions and trading opportunities. Grew user base from 1,500 to 1.5M+, increasing trade activity and revenues from trade commissions. • Conducted initial project kick-off meeting with Business Stakeholders to identify… Show more I led the full lifecycle project management to implemented 5 upgrades of Jive Software that supports Schwab's social media Trading Community site. The site is used by industry Leaders, Clients and 1M+ Active Traders to share insights and information about market conditions and trading opportunities. Grew user base from 1,500 to 1.5M+, increasing trade activity and revenues from trade commissions. • Conducted initial project kick-off meeting with Business Stakeholders to identify project requirements, communication strategy, project management methodology, resources, constraints and schedule. • Conducted Sprint Zero to create Team Agreement, identify roles and responsibilities, procure hardware, write User Stories, build development and test environments, build Product Backlogs. • Conducted Gap Analysis to identify and prioritize new product features. Worked with Product Owners and Scrum Team to write clear and detailed User Stories, and appropriately prioritize. • Defined hardware/software/databases/services/vendors with IT Technical Analyst. Cross-collaborated with the Creative UI and Design team to design the user interface. Obtained approvals from Regulatory/Compliance/Legal/Vendor Management departments. • Led weekly project team meetings to review progress of current sprints, overall project status, report major accomplishments, track progress on key issues and risks, and coordination with external interfaces/dependencies. Show less

San Francisco Bay Area

Administered SharePoint and provided leadership to 4000+ users and 1000+ SharePoint sites used by 9 organizations for collaboration, document storage, content management and information sharing. • Defined strategic direction and brand of SharePoint by participating on a Leadership Task Force. • Managed day-to-day operations of SharePoint, including establishing policies and best practice procedures that maintained the integrity of each organization's content management… Show more Administered SharePoint and provided leadership to 4000+ users and 1000+ SharePoint sites used by 9 organizations for collaboration, document storage, content management and information sharing. • Defined strategic direction and brand of SharePoint by participating on a Leadership Task Force. • Managed day-to-day operations of SharePoint, including establishing policies and best practice procedures that maintained the integrity of each organization's content management portals. • Led 5 organizations with 3000+ people through a comprehensive reengineering, work redesign and process improvement effort of SharePoint sites. Employed SharePoint best practices to reduce unnecessary content by 60% and reduce redundant SharePoint sites from 1500 to 300, resulting in easier use and increased team collaboration and productivity. • Provided governance for document management, promoted best practice workflows within the SharePoint environment, and identified SharePoint features to Business Units that drove collaboration, project productivity, efficiency and quality. Show less

San Francisco Bay Area

I led a Scrum Team of 5+ to build an advanced trading software tool used by 1.5M Active Traders to easily evaluate key financial data, identify favorable trends, and quickly make informed decisions that lead to trading opportunities. The tool featured charts and an intuitive UI workflow that suited an Active Investor's trade style and strategy. • Created Team Agreements that provided guidelines for the Scrum Team on how to self-organize and work together to create a positive… Show more I led a Scrum Team of 5+ to build an advanced trading software tool used by 1.5M Active Traders to easily evaluate key financial data, identify favorable trends, and quickly make informed decisions that lead to trading opportunities. The tool featured charts and an intuitive UI workflow that suited an Active Investor's trade style and strategy. • Created Team Agreements that provided guidelines for the Scrum Team on how to self-organize and work together to create a positive, productive work process. • Created Story Point Guides used by Scrum Teams to make relative comparisons to a reference baseline when estimating story points for their User Stories. • Facilitated Sprint Retrospectives using Confluence tool to identify lessons learned after every sprint. Show less

San Francisco Bay Area

Led the Scrum of Scrums for this project that incorporated enhanced risk-based authentication (RBA) technology into the User ID and password process for mobile and Windows applications. Delivered a world-class system, used by 10M clients to log into their financial accounts, and included state-of-the-art user authentication, rigorous fraud detection and prevention services. • Strengthened the security measures used during the user login and password process to rigorously authenticate… Show more Led the Scrum of Scrums for this project that incorporated enhanced risk-based authentication (RBA) technology into the User ID and password process for mobile and Windows applications. Delivered a world-class system, used by 10M clients to log into their financial accounts, and included state-of-the-art user authentication, rigorous fraud detection and prevention services. • Strengthened the security measures used during the user login and password process to rigorously authenticate user credentials, detect fraud, and deny access to fraudulent login attempts. • Prevented schedule delays by ensuring tight coordination and communication of development/testing efforts between 7 external team. Clearly defined system interfaces and ensured timely flow of work between the teams. • Facilitated meetings/ceremonies with globally diverse teams using WebEx video conferencing. Show less

San Francisco Bay Area

New business development, client relationship management, managed corporate financials (i.e., banking, payroll, profit/loss statements, regulatory). Provided Program and Project Management consulting services to the financial services industry. Member of Enterprise Program Management Office (PMO), which ensured that a consistent set of technology integration and compliance practices were being applied to Program projects. Created tools to facilitate effective… Show more New business development, client relationship management, managed corporate financials (i.e., banking, payroll, profit/loss statements, regulatory). Provided Program and Project Management consulting services to the financial services industry. Member of Enterprise Program Management Office (PMO), which ensured that a consistent set of technology integration and compliance practices were being applied to Program projects. Created tools to facilitate effective management decision-making using metrics and reporting.Provided program management tools utilized to coordinate strategic projects across the firm. Show less

San Francisco Bay Area

I led the project team to develop an integrated Corporate Ordering, Billing and Invoicing system used by 3000+ Customer Service Representatives. My team streamlined the ordering/billing/invoicing workflow by integrating 10+ legacy systems into 1 centralized platform, increasing revenue collection by 45% in the first year. • Built an automated invoice system that ensured timely notification of Client’s fees from monthly to daily, and reduced the collection period by 60%. •… Show more I led the project team to develop an integrated Corporate Ordering, Billing and Invoicing system used by 3000+ Customer Service Representatives. My team streamlined the ordering/billing/invoicing workflow by integrating 10+ legacy systems into 1 centralized platform, increasing revenue collection by 45% in the first year. • Built an automated invoice system that ensured timely notification of Client’s fees from monthly to daily, and reduced the collection period by 60%. • Facilitated requirement meetings with client end-users to understand and collect their user/business needs. Documented requirements, resolved ambiguities and conflicting business rules, gathered consensus. • Defined release scope; developed detailed project plans based on business priorities and resource constraints; communicated project status, issues and risks to project stakeholders; provided leadership to cross-functional project teams; maintained project documentation; tracked/managed projects to successful completion. • Managed the day-to-day operation of Schwab’s Corporate Ordering and Billing Systems. Provided product support and new product introduction to Customer Service Representatives. Show less

San Francisco Bay Area

I built 4 new desktop tools used by 18,000+ brokers to calculate trade commissions for 8M+ Clients. Our new tools gave Schwab a competitive edge by allowing fast response to competitor’s pricing, reducing the time to adjust commission fees from 6 months to 1 day, and increasing revenue from commissions by 28%.• Deployed multiple releases of Schwab’s Commission System desktop tools. Tracked response and success rates of software deployment to 50+ servers and over 18,000 client work… Show more I built 4 new desktop tools used by 18,000+ brokers to calculate trade commissions for 8M+ Clients. Our new tools gave Schwab a competitive edge by allowing fast response to competitor’s pricing, reducing the time to adjust commission fees from 6 months to 1 day, and increasing revenue from commissions by 28%.• Deployed multiple releases of Schwab’s Commission System desktop tools. Tracked response and success rates of software deployment to 50+ servers and over 18,000 client work stations. • Gathered business requirements from end-users. Documented requirements, resolved ambiguities and conflicting business rules. Obtained Business Owner sign-offs.• Developed and deployed web-based HELP applications. • Created and distributed communications on new product development, including support documentation and training materials. Show less

San Francisco Bay Area

• Advised the San Francisco Board of Supervisors and Director of Health on ways to coordinate the actions of the City and County of San Francisco with all State and Federal laws and agencies regulating hazardous materials. • Presented programs that encouraged public awareness and education on preventing hazardous materials releases from residences and businesses to the environment, San Francisco Bay and groundwater resources.

Professional Certification, Program & Project Management

Professional Certification in Project Management that includes 2 years of formal PM training on PMI’s Project Management Book of Knowledge.

Certified Scrum Master, Agile Project Management Methodology

M.S., Engineering, Groundwater Hydrology

B.S., Computer Science, Math Education, Geology