William Cassidy Email & Phone Number

Concord, CA

• Program Manager for the Operations Platform Team, responsible for the management of the tactical work queue and strategic projects.
• Observed and evaluated current Agile implementation management current state; governance, processes, and procedures. Made recommendations and put into practice ideas to streamline process and establish standards within.
• Project managed several key initiatives tasked with simplifying operation processes directed at improving the client experience.

San Francisco Bay Area

• Program Manager for Human Resources, brought on to assess the current state of project management best practices, submitting recommendations for advancement, and implement as directed.
• Observed and evaluated project management current state; governance, processes, procedures.
• Documented and presented project management evolution recommendations to senior management in three focus areas: Project Governance, Program/Project Change Management, Portfolio and Management.
• Developed robust project status reporting capability to highlighting project risk and resource utilization.

San Francisco, California

Senior Manager, Project Management | HR Integration & Planning OfficeProgram/Project Manager for high-profile Human Resources initiatives. Introduce project management governance, procedures, process, and oversight into the HR organization. Successfully on-boarded a new vendor engagement with Schwab and integrated new product launch into Schwab's platform.

San Francisco, California

Program/Project Manager and scrum master for many high-value, high-profile Schwab initiatives, successfully meeting all project objectives within the constraints of cost, timeline, scope, and quality. Fluid at all forms of communications with direct interaction throughout management tiers. Skilled at managing matrix, global teams with competing or.

San Francisco, California

- Billing & Fees Program: Removed significant revenue risk to the firm by implementing new procedures and protocols for quarter end billing and debit cycle. Facilitated Executive Steering Committee meetings, providing status and risk/issue escalation when appropriate.- Enterprise Security Master Program: Responsible for the deployment of a new security.

Education record

General