Scott Chesney
Argyle,TX
Summary
Senior Project Manager with extensive experience in financial and banking software development. Proven ability to lead cross-functional teams and implement Agile methodologies to enhance project efficiency. Recognized for driving process improvements and delivering high-visibility projects that align with organizational goals. Strong communicator with a focus on analyzing business challenges and recommending effective solutions.
Overview
12
12
years of professional experience
2
2
Certifications
Work History
Senior Project Manager, PMO
APERIA
Addison, TX
12.2019 - 11.2025
- Delivered multiple custom-developed, client-designed software applications using Agile methodology.
- Managed and delivered multiple software implementations and client onboardings.
- Led multiple concurrent cross-functional project teams to ensure project alignment, timely delivery, and maintaining strategic direction.
- Developed comprehensive project plans utilizing Jira, MS Project, and Azure DevOps.
- Managed dependencies and initiatives across multiple project teams
- Coordinated stakeholder meetings for progress reporting, requirements gathering, risk identification and analysis, and mitigation planning.
- Managed project budgets, monitoring expenses against forecasts.
- Mentored junior project managers to improve team efficiency and performance.
- Implemented risk management strategies to prevent potential project delays.
- Facilitated training sessions on Agile and Waterfall project management methodologies.
- Communicated project status and financial updates to both internal and external stakeholders across all organizational levels.
- Created detailed reports on project status, financials, issues, risks, and opportunities.
Supervisory Principal, Asset Wealth Management Operations
J.P. MORGAN CHASE
Plano, TX
06.2018 - 12.2019
- Supervise the onboarding of client accounts to ensure suitability and compliance with both firm and regulatory standards.
- Contributor in departmental long-term strategic planning and technology development, working with project management teams and other stakeholders.
- Proactive research and implementation of initiatives to improve business function and lay foundations for future digital corporate scaling.
- Statistical modeling and analysis for process improvement, technology development, and workflow forecasting.
- Development of new operational controls, review procedures, compliance standards, and efficiency metrics.
- Collaborate with project management and developer teams on new proprietary technology under development by providing quantitative data, qualitative feedback, and functional guidance.
- Time management of daily responsibilities, other business initiatives, and projects, both assigned and proactively undertaken.
- Team development through relationship building, training, and mentoring new team members and colleagues.
Senior Case Manager
FIDELITY INVESTMENTS
Westlake, TX
04.2014 - 06.2018
- Project management of complex problem resolution for clients with net worth in excess of $50 Million.
- Proactively analyze problems and solve issues within a revolving client contact list.
- Execute and troubleshoot Transfer of Assets requests between brokerage firms, journals, and transfers between account types, as well as data modifications on client accounts.
- Identify inefficiencies, and develop process improvements to resolve problems.
- Collaborate with clients, business partners, and third parties to provide the most efficient solutions available.
- Train and mentor team members, and colleagues.
- Communicate larger company issues affecting clients, business partners, and recommend solutions to improve company procedures, policies, and compliance.
- Serve as a liaison between clients and Fidelity to bring client goals and company resources into agreement.
Education
Project Management Executive Certificate -
CORNELL UNIVERSITY
Ithaca, NY10.2019
Master of Business Administration Degree -
UNIVERSITY OF DALLAS
Irving, TX12.2017
Skills
- Project planning and management
- Process and procedure improvement
- Leadership and relationship building
- Operational design and controls
- Training and mentoring
- Problem solving and business analysis
- Multi-project management
- Software implementation
- Kanban, Scrum, and SAFe methodologies
- Organizational redesign
- Jira, Azure DevOps, and Microsoft Project management software
- Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Scrum master
- Risk management
- Process improvement
- Stakeholder communication
- Problem solving
Certification
SEC FINRA Securities Licenses 7, 24, & 63 (Inactive)
Accomplishments
Co-led organization change directive to Agile software development methodology
Timeline
Senior Project Manager, PMO
APERIA
12.2019 - 11.2025
Supervisory Principal, Asset Wealth Management Operations
J.P. MORGAN CHASE
06.2018 - 12.2019
Senior Case Manager
FIDELITY INVESTMENTS
04.2014 - 06.2018
Project Management Executive Certificate -
CORNELL UNIVERSITY
Master of Business Administration Degree -
UNIVERSITY OF DALLAS