Summary
Overview
Work History
Education
Skills
Timeline
Generic
Gregory T. Miklos

Gregory T. Miklos

Chapel Hill,NC

Summary

Experienced Portfolio Manager/ Product Owner:

  • Over 20+ years of responsibility in the strategic planning, design, development, and implementation of technology solutions.
  • Hands-on experience streamlining global data flow and running large, complex projects in a highly matrixed environment staffed with resources from across the globe.
  • A highly motivated and results-driven Product Owner with over 5 years of experience in leading product development teams, managing project timelines, and utilizing Atlassian products to support Agile methodologies.
  • Strong analytical and problem-solving skills, with the ability to effectively communicate with cross-functional teams and stakeholders to deliver high-quality products.
  • Experienced program manager with a proven track record of successfully managing complex programs in the financial services industry.
  • Strong background in money movement transactions, including ACH, wire transfers, and bill payments. Skilled in project planning, risk management, and stakeholder communication.
  • Creative Business Owner with exceptional background spent in Financial Services. Proven leader with engaging demeanor and success working in most demanding environments. Talented in training and mentoring successful teams.
  • Complex problem-solver with analytical and driven mindset. Dedicated to achieving demanding development objectives according to tight schedules while producing impeccable code.

Overview

16
16
years of professional experience

Work History

Product Owner - Atlassian Platform

Fidelity Corporate Technology
07.2021 - Current

Responsibilities: Atlassian Platform Product Owner

  • Manage Atlassian product suite for multiple business units, including Jira, Confluence, Jira Align and Trello, while ensuring alignment with overall product strategy
  • Responsible for maintenance/support of the Atlassian Platform at Fidelity which includes Data Center Versions of Jira and Confluence and Cloud Versions of Jira Align and Trello
  • Currently managing the migration to from Jira/ Confluence Data Center to Jira/ Confluence Cloud
  • Develop and execute product roadmaps, identifying key features and timelines to deliver value to customers
  • Write and manage user stories, ensuring product requirements are accurately captured and communicated to development teams
  • Conduct data analysis and reporting to monitor product performance and identify areas for improvement
  • Manage stakeholder expectations and communicate product updates and changes effectively
  • Prepared annual budgets with controls to prevent overages.
  • Put together realistic budgets based upon costs and fees for successfully operating business.
  • Evaluated suppliers to maintain cost controls and improve operations.
  • Managed day-to-day business operations.

Responsibilities: Fidelity Onsite Hub Mobile App Product Owner

  • Led the development of a new mobile product – Onsite Hub from ideation to launch, managing a cross-functional team of developers, designers, and QA testers
  • This mobile app was used to assist Fidelity employees transition to back into the office after COVID19 lockdown
  • Conducted market research and user testing to identify customer needs and inform product strategy
  • Developed and executed product roadmaps, ensuring project timelines were met and product features aligned with overall strategy
  • Collaborated with stakeholders to ensure successful product launch and adoption
  • Conducted data analysis and reporting to monitor product performance and identify areas for improvement.
  • Evaluated suppliers to maintain cost controls and improve operations.

Product Owner - Money Movement Transactions

Fidelity Brokerage Technology
06.2020 - 07.2021

Responsibilities:

  • I work with key business stakeholders across multiple divisions within Fidelity, defining product roadmaps and ensuring Products/Projects that offer highest value to Fidelity are prioritized at the top of the backlog
  • Manage multiple programs related to money movement, including ACH, wire transfers, and bill payments, with total budget of $10 million
  • Develop project plans, timelines, and budgets, and track progress against milestones
  • Identify and manage risk and develop contingency plans to mitigate issues
  • Communicate with stakeholders, including senior management, clients, and vendors, to ensure alignment and manage expectations
  • Lead cross-functional teams, including technology, operations, and compliance, to ensure successful delivery of programs
  • Primary responsibility was Squad Lead /Owner leading Fidelity Money In/Out Product which generates over 3 trillion dollars of transaction annually where I successfully delivered digital payment functionality allowing Fidelity accounts to link to mobile apps such as PayPal, Venmo, Apply Pay and Square Cash.
  • Allocated and approved team resource usage.
  • Created visuals and renderings communicating product design concepts.
  • Brainstormed with peers and other members of design team to determine enhancements and product features.
  • Owned and prioritized product backlog.
  • Managed implementation of new features by outlining plans and specifications such as how, where and when each component would work.
  • Collaborated with team of engineers to develop new products.

Scrum Master/ Chapter Lead

Fidelity Brokerage Technology Group
06.2017 - 06.2020

Responsibilities:

  • I championed large projects from ideation, analysis design, development to production support in Money Movement Division using Agile Methodology
  • Many Money Movement projects involved Checks, wires, EFT, and journals using agile project management
  • Senior Level experience, executive presence, and financial acumen were essential in this role

Aspects of the typical project include:

  • Established team of 5 Scrum masters
  • Lead daily scrum, sprint review, and planning meetings to ensure full team engagement
  • Manages interdependencies between agile teams
  • Identifying Scrum Best Practices and rolling them out to teams

Accomplishments:

  • Trained/ Coached team of 5 business analysts to certified Scrum Masters
  • Setup regular Scrum Master forum to discuss best practices and define process improvements
  • Work with the Product Owner to support short- and long-term release planning, keep work backlog health, and prepare for execution.

Program Manager

Fidelity Brokerage Technology
04.2007 - 06.2020

Responsibilities:

  • Managed multiple strategic projects with numerous sub-projects or workstreams.
  • Engaged and worked alongside cross-functional stakeholders to manage strategic initiatives.
  • We have provided business consulting, knowledge expertise in strategic performance management methodologies, process assessment work, and the application of technologies to industry
  • Responsible for program and portfolio management activities within the Asset Transfer division
  • The portfolio includes 37 developers worldwide and over 60 simultaneous projects
  • Managed portfolio encompassed multiple technology applications (CACTUS, ICP, MMWS, BJNL, and RCD) across all lines of business within Fidelity (PI, FI, FOS, IWS, etc.)
  • Day-to-day responsibilities included portfolio prioritization, capacity and resource planning, managing scope, triaging issues related to requirements gathering, defining deliverables, maintaining status reports, addressing issues, tracking and mitigating project risk, project and portfolio resource and budgetary planning, and escalating critical issues to senior management
  • Interacted with customers and clients to identify business needs and requirements

Education

Master of Science - Technology Management

Wharton School of Business, University of Pennsylvania
Philadelphia, PA
2023

Bachelor of Arts - Economics

University of Pennsylvania
Philadelphia, PA

Skills

  • Key Skill Summary:
  • Atlassian products (Jira, Confluence, Jira Align)
  • Agile methodologies (Scrum, Kanban)
  • Product roadmap development and execution
  • User story development and management
  • Cross-functional team collaboration
  • Stakeholder management
  • Project management
  • Data analysis and reporting
  • Innovative and Visionary
  • Supplier Relations
  • Strategize Plans

Timeline

Product Owner - Atlassian Platform

Fidelity Corporate Technology
07.2021 - Current

Product Owner - Money Movement Transactions

Fidelity Brokerage Technology
06.2020 - 07.2021

Scrum Master/ Chapter Lead

Fidelity Brokerage Technology Group
06.2017 - 06.2020

Program Manager

Fidelity Brokerage Technology
04.2007 - 06.2020

Master of Science - Technology Management

Wharton School of Business, University of Pennsylvania

Bachelor of Arts - Economics

University of Pennsylvania
Gregory T. Miklos