Summary
Overview
Work History
Education
Skills
Timeline
Generic

Raymon Rashid

Sterling,VA

Summary

Seasoned finance and technology professional with over a decade of proven success at the intersection of finance, wealth management, and IT. Expert in driving multi-million-dollar initiatives—from digital banking transformations to core platform modernizations—through end-to-end Scrum and Agile methodologies. Adept at partnering with C-suite stakeholders and cross-functional teams to design and deliver scalable solutions that optimize operational efficiency, strengthen risk controls, and enhance client experience.

Overview

10
10
years of professional experience

Work History

Technical Project Manager

DTCC
McLean, VA
12.2023 - Current
  • Led Full SDLC Initiatives: Directed end-to-end delivery of software development projects—defining scope, requirements, architecture, and deployment plans—ensuring 100% on-time delivery for 24+ major releases.
  • Managed Cross-Functional Teams: Coordinated efforts among developers, QA engineers, DevOps, UI/UX designers, and business analysts to align technical solutions with business objectives.
  • Stakeholder Alignment & Reporting: Facilitated regular project status meetings and steering committees with C-level executives, product owners, and external vendors; produced executive dashboards highlighting milestones, risks, and KPIs.
  • Agile & Waterfall Hybrid Methodology: Implemented a hybrid delivery approach combining Scrum sprints for development with Waterfall gating for compliance phases, boosting on-schedule milestone achievement by 30%.
  • Resource Planning & Allocation: Forecasted and managed resource needs—onboarded contractors, allocated 15+ full-time engineers, and optimized bench utilization, reducing bench time by 20%.
  • Technical Requirements & Architecture Oversight: Collaborated with solution architects to draft technical specifications, design system integrations (APIs, microservices), and review code-level designs to maintain scalability and security.
  • Budget & Timeline Management: Owned project budgets up to $2M, tracked expenditures, and controlled scope creep—delivering projects within 5% of forecasted costs.
  • Risk Identification & Mitigation: Established a risk-register and mitigation framework—conducted bi-weekly risk reviews and implemented contingency plans that reduced critical issue impact by 40%.
  • Quality Assurance & Testing Coordination: Defined test strategies, coordinated UAT and QA cycles, and integrated automated testing frameworks (Selenium, Jenkins) to increase defect-detection rates by 50%.
  • DevOps & CI/CD Enablement: Partnered with DevOps engineers to build and maintain CI/CD pipelines (Jenkins, GitLab CI), facilitating daily builds and reducing deployment time by 60%.
  • Technical Documentation & Standards: Oversaw documentation of design decisions, runbooks, and SOPs; enforced coding standards and version-control best practices across teams.
  • Change Control & Release Management: Implemented formal change-control processes—review boards and approval workflows—ensuring zero post-production incidents during the last two major releases.

Scrum Master

DTCC
McLean, VA
01.2022 - 12.2023
  • Facilitated Scrum Ceremonies: Led Sprint Planning, Daily Stand-ups, Sprint Reviews, and Retrospectives for two concurrent teams, ensuring time-boxed, outcome-driven sessions and 95% on-time delivery of sprint goals.
  • Coached on Agile Best Practices: Mentored Product Owners and team members in Scrum principles, user-story writing, and estimation techniques, raising team velocity by 30% over six months.
  • Backlog Management: Collaborated with Product Owners to refine and prioritize the product backlog, splitting epics into actionable user stories and maintaining a healthy pipeline of 50+ story points per sprint.
  • Impediment Removal: Proactively identified and resolved blockers—ranging from environment issues to inter-team dependencies—achieving a 90% impediment resolution rate within 24 hours.
  • Metrics & Reporting: Implemented and tracked burn-down/up charts, velocity reports, and cumulative flow diagrams in Jira, providing transparent sprint health insights and guiding data-driven improvements.
  • Stakeholder Communication: Served as liaison between development teams, business stakeholders, and external vendors; presented sprint outcomes, risks, and roadmap adjustments in bi-weekly steering-committee meetings.
  • Release Planning & Coordination: Orchestrated multi-team PI planning sessions and coordinated with DevOps for CI/CD pipeline rollouts, enabling bi-weekly production releases with zero downtime.
  • Agile Adoption Leadership: Spearheaded the rollout of Kanban/Scrum hybrid processes in a 60-person Agile Release Train, aligning development, QA, and Ops under a unified delivery cadence.

Business Analyst

Altech International
Vienna, VA
08.2021 - 12.2021
  • Requirements Elicitation & Analysis: Led interviews and workshops with 20+ stakeholders (business users, IT, operations) to capture functional and non-functional requirements, achieving 95% alignment on scope before development.
  • User Story & Acceptance Criteria Definition: Translated business needs into detailed user stories and acceptance tests in JIRA, improving sprint throughput by 30% through clearer development guidance.
  • Process Mapping & Gap Analysis: Mapped current-state workflows using BPMN, identified inefficiencies and gaps, and proposed optimized processes that reduced manual handoffs by 40%.
  • Solution Design & Business Cases: Developed functional specifications and ROI analyses for proposed enhancements—securing $250K in project funding by demonstrating 20% projected cost savings.
  • Agile Backlog Management: Collaborated with Product Owners to prioritize and groom the backlog, ensuring a continuous flow of high-value user stories and maintaining team velocity at 25+ story points per sprint.
  • Stakeholder Communication & Status Reporting: Presented weekly progress updates, risk assessments, and dependency roadmaps to C-level sponsors and PMO, driving transparency and early issue resolution.
  • User Acceptance Testing (UAT) Coordination: Designed test scenarios, managed UAT cycles with 50+ end users, and tracked defects in HP ALM—achieving a 98% sign-off rate on major releases.
  • Change Management & Training: Created end-user guides, conducted hands-on training sessions, and supported go-live cutovers, resulting in a 90% first-time user competency rate.
  • Regulatory & Compliance Analysis: Ensured solutions adhered to SOX, GDPR, and HIPAA requirements by embedding control checks into process flows and coordinating audit walkthroughs.
  • Cross-Functional Collaboration: Served as liaison between development, QA, and operations teams; facilitated daily stand-ups and sprint retrospectives to drive continuous improvement.
  • Vendor & Tool Evaluation: Assessed and recommended third-party tools (data integration, BPM platforms), negotiating contracts that delivered a 15% reduction in licensing costs while meeting technical requirements.

Premier Wealth Relationship Manager

HSBC Bank USA
Washington, DC
04.2018 - 12.2021
  • Managed High-Net-Worth Client Portfolios: Oversaw relationships for clients with combined assets under management of $100 million, delivering tailored investment, credit, and liquidity solutions.
  • Credit & Lending Solutions: Structured and originated customized lending facilities (securities-based lines of credit, jumbo mortgages, and tailored term loans).
  • Cross-Sell & Product Integration: Partnered with specialists in trust, insurance, and tax advisory to cross-sell deposit, alternative investments, and insurance products—boosting product penetration per client by 25%.
  • New Client Acquisition: Prospected and onboarded 15–20 new clients annually through referrals, strategic networking, and targeted outreach events, adding $50 million in incremental AUM each year.
  • Regulatory Compliance & Risk Management: Ensured full compliance with KYC/AML regulations, FINRA, and SEC requirements by supervising onboarding documentation, annual reviews, and internal audit responses—resulting in zero compliance findings.
  • Operational Efficiency Improvements: Optimized client onboarding workflows in Salesforce, cutting average account activation time from 10 to 6 days and reducing document errors by 30%.

Wealth Management Associate

Merrill Lynch
Alexandria, VA
11.2015 - 02.2018
  • Supported Portfolio Management: Assisted senior advisors in managing client portfolios totaling over $350 million in assets under management (AUM), conducting regular reviews to ensure alignment with risk tolerance and investment objectives.
  • Client Relationship Building: Maintained proactive communication with 100+ high-net-worth clients via quarterly reviews and ad hoc consultations, achieving a 95% client retention rate.
  • Market Research & Investment Due Diligence: Conducted in-depth research on equities, fixed income, and alternative investments; produced weekly market commentary and product recommendations that informed portfolio rebalancing decisions.
  • Performance Reporting & Analytics: Generated customized performance reports and attribution analyses using Morningstar Direct and Bloomberg, streamlining report delivery by 40% and enhancing transparency for clients.
  • Compliance & Regulatory Oversight: Ensured adherence to SEC and FINRA regulations by reviewing client documentation, executing KYC/AML procedures, and maintaining accurate records in Salesforce.

Financial Consultant

PNC Bank, NA
Falls Church, VA
04.2015 - 10.2015
  • Client Advisory & Relationship Building: Managed a portfolio of 200+ personal banking clients, delivering tailored financial guidance to deepen relationships and increase wallet share.
  • Digital Channel Enablement: Led client adoption of online and mobile banking platforms—onboarding 70% of assigned clients within six months—and reduced in-branch transaction volume by 25%.
  • Risk Management & Compliance: Ensured 100% adherence to KYC, AML, and BSA policies through rigorous account reviews and documentation audits, resulting in zero regulatory findings.
  • Operational Excellence: Streamlined teller handoff processes and account opening workflows, cutting average service time from 12 to 8 minutes and improving customer satisfaction scores by 10%.
  • Process Improvement Initiatives: Launched a “Client Feedback Loop” program that captured real-time suggestions, driving targeted service enhancements and raising net promoter score by 12 points.

Education

Master of Science - Strategic Marketing

University of Hertfordshire
Hatfield, United Kingdom
09.2009

Bachelor in Business Administration - Business Management

North South University
Dhaka, Bangladesh
04.2008

Skills

  • Project Management
  • Project Scheduling
  • Regulatory & Compliance
  • Process Improvement & Continuous Delivery
  • Coaching & Mentorship
  • Stakeholder Engagement
  • Wealth Management
  • Project Planning and Development
  • Client Relationship Management
  • Performance Metrics & Reporting
  • Tools & Technologies: Jira
  • Tools & Technologies: PPM
  • Tools & Technologies: MS Office
  • Change Management
  • Financial Analysis
  • Agile methodology
  • Project management
  • Budget management
  • Stakeholder reporting
  • Cross-functional collaboration
  • Risk management
  • Business analysis
  • Process optimization
  • Technical documentation
  • Team leadership
  • Change management
  • Problem resolution
  • MS office

Timeline

Technical Project Manager

DTCC
12.2023 - Current

Scrum Master

DTCC
01.2022 - 12.2023

Business Analyst

Altech International
08.2021 - 12.2021

Premier Wealth Relationship Manager

HSBC Bank USA
04.2018 - 12.2021

Wealth Management Associate

Merrill Lynch
11.2015 - 02.2018

Financial Consultant

PNC Bank, NA
04.2015 - 10.2015

Master of Science - Strategic Marketing

University of Hertfordshire

Bachelor in Business Administration - Business Management

North South University

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