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 the Operations Team. • 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 in record time. PROJECT HIGHLIGHTS:- Technical Assessment Testing for Job Candidates: Deploy a SaaS cloud solution to equip Technical Hiring Managers and Human Resources employees with a standardized code challenge test for job candidates. Vendor solution also includes video and written situational interview components with a robust dashboard and reporting capability for talent assessment and compliance mitigation. - Leadership@Schwab: A multi-year initiative, L@S is a multi-dimensional program in place to develop leadership skills in all Schwab employees. It includes tools, guides, training, and education to explore individual leadership styles and practice for new behaviors to create a consistent standard and culture of leadership.

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 ambiguous priorities.Agile experience includes sprint and release planning; product, release, and sprint backlog grooming. Harding, retrospectives, demos, reporting, and scrum facilitation. Adept at cross-pollinating agile constructs and principles with traditional project management processes, incorporating the best of breed and forging a hybrid delivery framework.Expertise includes cost management, risk/issue identification and remediation, document and financial record keeping, meeting facilitation, multi-faceted project scheduling, Visio diagramming, and logistical support. Soft skills include consensus building, deep sense of ownership and accountability, practiced at motivation and influence, keen listening skills, negotiation abilities, and willingness to own decisions. Adept at keeping confidential information confidential and regarded by senior management as a trusted partner.- Enhanced Client Roles: Implement a multidimensional view of the customer/account/role relationship to support AML and FACTA requirements. - Fraud Detection Initiative: Enhanced fraud detection capability for various applications included within the Schwab complex. Coordination and on boarding of various applications (15+) to take advantage of a vendor solution for enhanced fraud detection capability. Influence key contributors and stakeholders to accelerate the rate of adoption amidst several other high-profile initiatives.

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 master data repository solution to standardize fixed income descriptive data elements and lay the foundation for other asset classification. Lead multiple, cross-organizational delivery tracks to ensure adherence to project goals and communication transparency.- Schwab Mobile Application for iOS and Android Program: Program Manager, scrum master responsible for the successful launch of Schwab’s iPhone and tablet applications. Forged highly collaborative alliances among senior executives, multiple lines of business, technology teams, and vendors to reach consensus, and resolve conflicts while driving program execution. - Schwab Exchange Traded Funds (“ETF”) Product Launch: Lead delivery for the launch of Schwab’s initial set of Exchange Traded Funds. As an early adopter project, responsible for the assimilation of project management best practices and engagement protocols between the Central Project Management Office (CPMO) and stakeholder organizations. - SEntry Architecture Retirement: Program manager for the SEntry repurposing program, a collection of 20+ execution tracks tasked to replace a proprietary mission-critical technology with an emerging global standard. Programs goals were continually challenged by the perceived disruption of service and overhead required to successfully implement the transition. Adoption often required sharp negotiation skills, empathy, and listening expertise. - Enterprise Shared Services: Managed the day-today operation of the Enterprise Shared Services (“ESS”) organization, chartered to provide strategic service orientated software to disparate technology domains.

Education record

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