Liazon was a startup that became the industry-leading private benefits exchange with over 1,000 clients (now owned by WTW). I joined as a report to the Head of Product and member of the core management team that determines product features and functionality, and I was initially tasked with building a project management team in the Product organization and designing a customized SDLC approach. Highlights:• Partnered with leadership to define need for major organizational shifts that included hire of project management and BA/product owner teams, definition of roles, and steps to ensure alignment with stakeholder needs to improve product quality and development efficiency. • Built a four-member team of project managers supporting development initiatives across Liazon’s Bright Choices (US-only) and Benefits Access (international) products. • Led design of processes including standards for feature tickets (writing, prioritization model), defect management (production tickets, SLAs, triage), and feature sizing. Defined program KPIs/metrics and determined sprint goals for features from ideation through production. • Created a feature prioritization method that assigned values to multiple factors (e.g. profitability, size, cost, need), with scores used for roadmapping. • Guide project managers in use of a hybrid Agile/Waterfall methodology with two-week sprints. Established daily stand-ups and standards for project plans and reporting (issue, risk, defect management, feature status health). • Contributed to transition from domain-focused teams to an approach where teams are responsible for features.

Zafin was a banking SaaS startup and leader in pricing, billing, and offer management solutions for banks. I was hired as a report to the Head of Product as a banking subject matter expert in a client-facing role to gather project requirements, define project plans, and lead testing and rollout. I was also a product lead for sales teams during client meetings and facilitated workshops to develop functional specifications and system design documentation.I left Zafin when the company relocated operations to Toronto in 2015.

At Capital One I joined in a Senior Product Manager role with oversight for governance between business stakeholders, operations, and development to ensure checks and balances between the groups and implement processes for organizing and prioritizing projects. I also assumed additional project management responsibilities for two major initiatives that included launch of a new electronic banking SSO client portal to replace a legacy commercial platform and a migration effort for existing clients which included strategy for migration waves, communications, training, and liaising with technical teams. I also contributed to prioritization of product enhancements and built product roadmaps.

As a Product Manager I was initially tasked with a new product development initiative to build a best-of-breed platform using elements of BONY and Mellon products to be released as TreasuryEdge, and led delivery of its mobile product that enabled clients to make payments and review transaction data, collaborating with Engineering, Operations, Legal, Compliance, and Product teams.I also oversaw the migration of existing BNY/Mellon clients to the new platform, coordinated training for internal staff and external clients, and defined the product pricing strategy.

This was a hybrid project and product management role where I led multiple concurrent international projects, set priorities and project roadmaps, and managed a team of project and product managers spanning the US, UK, Canada, and Hong Kong.Highlights:• Spearheaded HSBC’s Global Internet Banking Program development of a platform that enabled premier clients to view global balances and transfer various currencies across countries. Managed a project team of technical personnel, project managers, and a core team that traveled worldwide to gather requirements. • Managed a multimillion-dollar budget and identified project inefficiencies to ensure on-budget delivery.

In 2003, I was promoted to improve the efficiency of the US internet banking payments and transfers through enhancements to backend systems and UIs while ensuring the cost effectiveness for HSBC. This included managing three product managers and providing oversight to projects related to integration of a new data warehouse with built-in logic for transfer identification and build of a new UI to improve user experience. I also represented the department in corporate presentations as speaker and moderator.

I was selected as a key member of the original E-Business product team to develop and implement process improvements, support top-level management, and make recommendations to leadership. I held responsibility for the primary launch of HSBC’s business internet banking and served in a hybrid project manager and product owner/manager role responsible for the product roadmap. During this time I also built a team of product managers and project managers that were direct reports.

I was chosen to complete the 10-week Executive Trainee Development Program in the UK, which was an intensive program on banking fundamentals. I returned to the US and managed 15 employees with oversight for $20M in commercial loans.

Financial Analyst (Operations Team)Responsible for purchasing, reporting and maintaining all company vehicles. •Designed driver point policy for accidents, fueling, and rentals.•Controlled linehaul spending for North American operations.•Created new routing and delivery procedures to expedite delivery.