Summary
Overview
Work History
Skills
References
Timeline
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Tejinder Singh

Charlotte,USA

Summary

Results-driven Business Analyst with 3+ years of experience in Finance and Investment Banking, including roles as Product Owner, Scrum Master, and Product Manager. Skilled in requirements gathering, data analysis, and application design with expertise in Agile frameworks (Scrum, SAFe, XP) and BABOK principles. Technically proficient in SQL, API/UI integration, BDD (Gherkin), ETL (Ab Initio), and cloud platforms (GCP, Azure). Experienced in release/change management (Jira, ServiceNow), stakeholder collaboration, and full project lifecycle execution. Additional strengths include FileNet, disaster recovery, data governance, and Salesforce CRM.

Overview

3
3
years of professional experience

Work History

Lead Product Owner/Sr Business Execution Consultant

Wells Fargo
Charlotte, North Carolina
04.2024 - 04.2025
  • Enhanced investment account opening and customer onboarding processes using Cornerstone application.
  • Collaborated with cross-functional teams, translating customer requirements into actionable product features.
  • Implemented Customer 360 view for comprehensive investment reports and account insights.
  • Utilized Agile and Scrum methodologies, overseeing Daily Scrums and Sprint Planning meetings.
  • Developed strategic partnerships with business units to establish a robust knowledge base.
  • Created Epics, Use Cases, User Stories, and Defects to improve development clarity.
  • Conducted UAT test execution in collaboration with business users to ensure requirement coverage.
  • Performed GAP analysis to identify and address existing system issues.

Lead Product Owner/Product Business System Analyst

LPL Financial
Fort Mill, South Carolina
09.2022 - 02.2024
  • Managed product backlog in Jira, decomposing Epics into User Stories during PI planning.
  • Executed Agile ceremonies, including Daily Scrums and Sprint Planning.
  • Developed cloud migration roadmap and oversaw transitions from legacy FileNet to modern content management systems.
  • Led investment risk assessments, implemented control modules, and generated reports using Tableau.
  • Executed document archival, validation, data mapping, and system integration for third-party tools.
  • Implemented POCs for e-signature solutions and Digital Asset Management in investment banking.
  • Supported API service integration with UI, collaborating with design teams through InVision.
  • Maintained project documentation and release histories in Confluence and SharePoint.

Skills

  • Agile methodology
  • Product backlog management
  • User story development
  • SQL integration
  • Risk assessment
  • Customer relationship management

References

References available upon request.

Timeline

Lead Product Owner/Sr Business Execution Consultant

Wells Fargo
04.2024 - 04.2025

Lead Product Owner/Product Business System Analyst

LPL Financial
09.2022 - 02.2024
Tejinder Singh