Summary
Overview
Work History
Education
Skills
Timeline
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Brian Degen

Summary

Project management professional with a track record of delivering high-impact projects in diverse environments. Adept at driving project timelines and ensuring quality outcomes through strategic planning and execution. Highly collaborative, adaptable, and committed to team success and client satisfaction.

Overview

9
9
years of professional experience

Work History

Project Manager

MSI Data
01.2023 - Current
  • Successfully manage multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
  • Plan, design, and schedule phases for small to medium scaled projects in the Field Service Management space.
  • Meet project deadlines without sacrificing project quality or client satisfaction.
  • Coordinate with cross-functional teams to resolve project issues and mitigate risks.
  • Establish effective communication among internal team members, internal stakeholders, and external stakeholders for enhanced collaboration and successful project completion.

Senior Project Manager

InvestCloud (formerly Advicent)
06.2021 - 01.2023
  • Manage enterprise-level software development projects across all phases, leading cross-functional teams, with up to 15 members, within a matrix structure; typical projects include custom development, API integration, configuration, infrastructure move, and new instance setup.
  • Manage 2-3 medium-to-large projects concurrently, applying either Agile or Waterfall methodology based on customer and project need; projects typically range from 500-2,000 hours, with budgets up to $800k; concurrently manage 3-7 smaller projects.
  • Facilitate clear communication with all stakeholders; including business sponsors, internal team members and and operations team, ensuring consistent alignment and clear, integrated workstreams.
  • Act as the dedicated project manager and a member of the account team for several enterprise customers, contributing to account-level strategies around renewal, enhancement request, project pricing, and escalation.
  • Developed a Project Engagement Checklist to streamline the transition between Sales and Professional Services, helping to reduce the turnaround time for estimates.
  • Coached and mentored Project Managers on processes and project management best practices.

Project Manager

Advicent
06.2017 - 06.2021

Project Coordinator

Advicent
08.2015 - 06.2017

Education

BBA - Marketing / Supply Chain Operations And Management

University of Wisconsin - Milwaukee
Milwaukee, WI
05.2015

Skills

  • Resource Planning
  • Project Scheduling
  • Requirement Analysis
  • Risk Mitigation
  • SOW Creation
  • Change Management
  • Negotiation
  • Client Presentation
  • Agile / Scrum
  • Waterfall
  • Leadership & Coaching
  • Process Improvement

Timeline

Project Manager

MSI Data
01.2023 - Current

Senior Project Manager

InvestCloud (formerly Advicent)
06.2021 - 01.2023

Project Manager

Advicent
06.2017 - 06.2021

Project Coordinator

Advicent
08.2015 - 06.2017

BBA - Marketing / Supply Chain Operations And Management

University of Wisconsin - Milwaukee
Brian Degen