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.
• 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..
• 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.

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.
• 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.
• 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.

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.
• 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.
• 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.

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.
• 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.
• 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.
• 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.
• 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.

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.
• 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.
• 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.
• 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.
• 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.
• 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