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
Google DriveAdobe AcrobatWebEx
Atlassian JIRA, Confluence
TeamworkMicrosoft Excel, PowerPoint
Office 365CostPoint Deltek
SalesforceGitCATIADevelopment team trainingsCustomer interactionRisk identificationProject ManagementPublic speakingTeamwork and CollaborationPlanning and CoordinationDocumentation ManagementRisk mitigation planningInterpersonal Communication
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