Lissette Rojas
Program Management Specialist
Colorado Springs,CO
Summary
Experienced Agile Program Management Specialist and SAFe Scrum Master with proven track record of successfully leading teams in developing high-quality software solutions on time and within budget. Skilled in multiple Agile methodologies, stakeholder management and sprint planning. Highly organized in managing complex projects with multiple deadlines. Team-oriented individual promoting exemplary presentation, project management and risk oversight skills. Demonstrative Scrum Master with background communicating effectively with and leading high-performance teams. Considered expert in prioritizing tasks and optimizing workflows.
Skills
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Overview
15
15
years of professional experience
5
5
years of post-secondary education
3
3
Certificates
Work History
Software Scrum Lead and Manager
SAIC
Colorado Springs, CO
01.2009 - Current
- Perform activities in mid- level management to coach and lead 60+ Software developers, 15 stakeholders, and 10 top-level managers in product delivery
- Work with Engineering Team to develop project plans and System Engineering Plan
- Establish and maintain working and consultative partnership with stakeholders and customers to understand objectives and identify opportunities for product development
- Escalate issues to top-level management as needed, while being liaison for problem resolution, risk management, and acting in best interests of customers
- Oversee success of product development and delivery to align with program mission and success by serving as liaison between program management, master scheduler, Chief Engineers, and procurement
- Analyze and interpret complex trends and strategies to expound on client relationship and product development
- Work with business analysts and managers to maintain project schedule and budget for software
- Maintain, upkeep, and coach to product delivery metrics and velocity.
Branch Administrator
Morgan Stanley
Colorado Springs, CO
11.2021 - 09.2022
- Facilitate and conduct ad hoc projects, trainings, and events for Branch as necessary
- Generated financial and operational reports to assist management with business strategy
- Forecasted trends and recommended improvements based on financial risk analyses
- Oversaw branch team consisting of 25 customer service representatives and 15 personal bankers.
Client Service Manager
Edelman Financial Engines
Colorado Springs, CO
08.2020 - 11.2021
- Oversee team of 2 Client Service Representatives while managing planner calendars
- Monitored metrics and developed actionable insights to improve efficiency and performance
- Created customer support strategies to increase customer retention.
- Researched and observed emerging markets and market shifts to take advantage of potential leads and new markets
Investment Consultant
TD Ameritrade
Colorado Springs, CO
12.2018 - 08.2020
- Established key procedures for teams preparing documentation, models and presentations
- Contacted and lined up fellow investors to enable successful IPOs
- Gathered data and built financial models around key metrics
- Contacted potential clients to pursue sales and gather funds.
- Managed team of 2 analysts focused on retirement planning
Retirement Plan Consultant
T. Rowe Price
Colorado Springs, CO
07.2018 - 12.2018
- Collect and evaluate data surrounding effectiveness of meetings to take action and generate revenue for financial firm.
- Increased retention of high net-worth clients by 10%
- Researched current economic trends and investment opportunities to stay abreast of financial markets
- Presented financial plans and investment recommendations to clients
- Helped clients make informed decisions about financial future
- Collaborated with clients to develop customized investment portfolios.
Writer
T. Rowe Price
Colorado Springs, CO
10.2016 - 07.2018
- Prepared presentations to improve business acumen for phone associates in retail and brokerage and helped in reducing rejected work items to increase client satisfaction
- Wrote and edited high-quality content and visually impactful programs under deadline pressure with exciting, captivating, and authentic approach
- Utilized exceptional writing, editing, and proofreading skills to produce engaging and error-free content.
- Managed team of 12 writers and 3 interns.
Client Manager
T. Rowe Price
Colorado Springs, CO
09.2015 - 10.2016
- Consistently apply elements of Consultative Client Interaction Model to best service high net-worth clients, while implementing a needs driven and solution oriented approach
- Delegated tasks to existing support team members and used cloud-based tools to help solve complex business issues
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
RPS Service Associate/ Bilingual Specialist/ Retire
T. Rowe Price
Colorado Springs, CO
01.2013 - 09.2015
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction
- Managed customer issues and enhanced satisfaction by matching optimal solutions to individual customer needs.
Education
MBA - PROJECT MANAGEMENT AND MANAGEMENT
UNIVERSITY OF COLORADO – COLORADO SPRINGS
Colorado Springs, CO 01.2022 - Current
Bachelor of Science - Human Services, Leadership
Drury University
Springfield, MO 05.2012 - 05.2015
Certification
2022
Timeline
MBA - PROJECT MANAGEMENT AND MANAGEMENT
UNIVERSITY OF COLORADO – COLORADO SPRINGS
01.2022 - Current
Branch Administrator
Morgan Stanley
11.2021 - 09.2022
Client Service Manager
Edelman Financial Engines
08.2020 - 11.2021
Investment Consultant
TD Ameritrade
12.2018 - 08.2020
Retirement Plan Consultant
T. Rowe Price
07.2018 - 12.2018
Writer
T. Rowe Price
10.2016 - 07.2018
Client Manager
T. Rowe Price
09.2015 - 10.2016
RPS Service Associate/ Bilingual Specialist/ Retire
T. Rowe Price
01.2013 - 09.2015
Bachelor of Science - Human Services, Leadership
Drury University
05.2012 - 05.2015
Software Scrum Lead and Manager
SAIC
01.2009 - Current
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