Driven leader with a proven track record as a qualified Senior Manager, achieving success in customer support, product strategy and development, and program management. Effective in driving operational efficiency and enhancing productivity through the implementation of strategic initiatives. Recognized for strong leadership and communication skills that facilitate team collaboration and achieve organizational goals.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Sr. Manager - Product Owner, IT Product Management
Charles Schwab & Co., Inc.
02.2021 - Current
Drive the product design, development, and enterprise integration and sustainment efforts for Schwab’s Mutual Fund trading platform in a distributed system environment.
Create and own a vision for the product that addresses business goals and priorities while considering technology capabilities and resource constraints
Develop a strategic product roadmap that deliver business outcomes consistent with the product vision
Collaborate with key stakeholders to discover business requirements and refine them into epics and user stories for the development teams to implement
Work with UX designers and engineers to create intuitive interfaces
Develop and maintain a prioritized backlog of user stories in line with the roadmap and vision
Work with project managers and technical leads to determine scope and priorities for product development cycles
Act as an ambassador and evangelist for the product with a broad range of internal stakeholders
SAFe Sr. Lean Portfolio Manager - Sr. Global Product Development Manager
Lead end-to-end Global cross-functional projects to develop and launch new solutions/capabilities/products in the hybrid networking, enterprise internet access, API portal and SD-WAN technology marketplace throughout North America, EMEA, LATAM, and APAC.
Identify, gather, and organize product insights, internal innovation ideas, marketplace analyses and develop frameworks to drive to new concepts
Build rigorous customer journey based business cases including go-to-market scenarios
Leverage a customer-oriented journey, creative approach to drive to new ideas
Develop in-depth views of the external marketplace including competition, consumer trends, & 3rd party opportunities
Provide change management and strategic thought leadership to drive process and cultural evolution necessary for breakthrough innovation
Liaise with technology teams to translate business needs into technical requirements
Collaborate effectively across the organization to understand needs, ensure executable strategies, and successfully drive results
Strategy and Operations Consultant
Denver Corporate Search
07.2019 - 12.2019
Provided strategic, unbiased and objective advisory services that improve communication, productivity, and overall performance. Advisory expertise includes SAFe guidance and practices in areas of IT Dev project management and DevOps with an emphasis on effective team communication while managing risks & costs.
Identified realistic and executable strategies focused on planning and developing roadmaps, communication plans, governance structures and investment prioritization for execution
Managed projects with an ability to dig deeply, gather insights and solve business challenges
Collaborated with all stakeholders to learn about their goals and requirements
Drove value through building solid stakeholder relationships and aligning them to achieve client goals
Head of Technology Solutions & Client Support Operations
ToolCASE Technologies
07.2008 - 03.2019
Leadership in strategic customer centric operations while accelerating high-opportunity sales initiatives for outsourced support of client-based external data centers, SaaS deployments and Managed Services support.
Grew sales an average of 125% year over year and maintained a 95%+ partner retention rate
Provided leadership and coaching to a team of top-tier employees at an organization which specializes in outsourced financial banking core system IT support, Oracle database administration, SaaS, data analytics and A.I. Machine Learning based software solutions for the financial services industry.
Oversight of Agile Product Development Scrum teams ensuring service delivery alignment to stakeholders
Drove business-wide complex projects to identify service delivery strategy, emerging trends and opportunities in technology innovation, including staffing, scheduling, methodology, project delivery, project margin, customer interaction, and project accounting
Developed and implemented DevOps, help desk, and customer support transformation to an integrated digital solution resulting in a reduction of issue resolution time by more than 50%
Set organizational structure, business strategy, implemented policies and established key reporting metrics across operations, systems, personnel and customer service to drive inter-departmental collaboration
Directed all activities associated with standards of performance for clients and associated Service Level Agreements and Key Performance Indicator accountability including qualitative and quantitative analyses
SENIOR STRATEGIC ACCOUNTS & BUSINESS DEVELOPMENT EXECUTIVE
Fidelity National Information Services (FIS)
04.2005 - 06.2008
Developed and promoted account strategies to acquire and retain contracts with client financial institutions. Contributed to the establishment of sales pipelines within the existing large accounts in order to expand FIS industry presence. #2 sales/new revenue producer for organization.
DIRECTOR, FINANCIAL SERVICES
Mountain West Credit Union Association
01.2000 - 04.2005
Initiated proactive coordination efforts between vendors and credit unions to provide successful and effective products and services based on client needs.
Education
MASTER OF BUSINESS ADMINISTRATION -
Arizona State University; W.P. Carey School of Business
Tempe, Arizona
BACHELOR OF BUSINESS ADMINISTRATION - Emphasis in Finance
Grand Canyon University
Phoenix, Arizona
Skills
Strategic Planning
Scaled Agile Framework (SAFe) & Guidance
Operational Leadership
Product Strategy & Development
Lean-Six Sigma
Sales & Revenue Growth Strategy
Strategic planning
Operations management
Cross-functional team coordination
Data-driven decision making
Certification
ITIL4 Foundation Certification in IT Service Management Best Practices - #GR671013831CV
PRINCE2 Agile Foundation Certification in Agile Project Management - #GR659004035CV
Lean-Six Sigma White Belt Certification - #P05YXF820C
Timeline
Sr. Manager - Product Owner, IT Product Management
Charles Schwab & Co., Inc.
02.2021 - Current
SAFe Sr. Lean Portfolio Manager - Sr. Global Product Development Manager
Stock Plan Services Operations and Support Specialist at Charles Schwab & Co., Inc.Stock Plan Services Operations and Support Specialist at Charles Schwab & Co., Inc.
Senior Staff-Lead: Network and Server Operations at Charles Schwab & Co., Inc.Senior Staff-Lead: Network and Server Operations at Charles Schwab & Co., Inc.