Troy R. Richardson Jr.
Charlotte
Summary
Dynamic, results-driven professional with a proven track record in enhancing business operations and driving process efficiency. Expertise includes business and data analysis, project management, and team leadership within high-profile organizations, consistently delivering large-scale projects on time and within budget. Strong business acumen combined with agile management skills facilitates the design and implementation of best practices that align with organizational goals. A well-rounded skill set in data management, strategic planning, and resource allocation contributes to exceptional project outcomes and sustained business performance.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Product Owner
LPL Financial
07.2023 - Current
- Developed and implemented strategic initiatives for LPL's trading platforms aimed at improving advisor recruitment and retention outcomes.
- Spearhead the definition and execution of the product development roadmap, including identifying key features, capabilities, and project milestones to deliver high-impact financial solutions.
- Collaborate with stakeholders to gather and prioritize requirements, ensuring that new developments align with both user needs and business objectives.
- Work closely with cross-functional teams including technology, marketing, compliance, and sales to facilitate seamless product development and launch processes.
- Act as a liaison between technical teams and business units, translating complex technical concepts into actionable insights and clear communication for stakeholders at all levels.
- Own and manage product backlog, translating business objectives into actionable user stories with clear acceptance criteria.
- Drive Agile delivery by leading sprint planning, backlog refinement, and release prioritization while ensuring quality through robust UAT.
- Partner with cross-functional teams (technology, compliance, sales, marketing) to deliver best-in-class trading functionality and platform enhancements.
- Spearhead API integrations and platform upgrades that streamline workflows and expand advisor capabilities.
- Produce executive dashboards with KPIs, providing transparency into progress toward strategic goals.
- Champion collaboration, remove roadblocks, and serve as the voice of the product in Scrum ceremonies and leadership forums.
- Led cross-functional teams to define and prioritize product backlogs.
- Developed and communicated product vision and strategy to stakeholders.
Lead Business Execution Consultant
Wells Fargo
11.2021 - 07.2023
- Highly skilled and Responsible for leading and facilitating the agile development process within the Customer Data Engagement Platform (CDEP) in Marketing department. Work closely with the development team, product owners, and stakeholders to ensure project deliverables are met. Motivate and lead current team towards successful project completion using agile methodologies.
- Coach and mentor team members on Agile methodologies, processes, and practices, fostering a collaborative and self-organizing environment.
- Facilitates sprint planning, daily stand-ups, sprint reviews, and retrospectives, ensuring the team follows Agile principles and meets project goals.
- Collaborates closely with product owners, marketing managers, and other stakeholders to prioritize and deliver marketing initiatives that align with business objectives.
- Manages the product backlog using Jira, ensuring its health, and making sure user stories and acceptance criteria are well-defined and actionable.
- Coordinates with cross-functional teams, including design, content, and development, to ensure smooth collaboration and timely delivery of marketing campaigns.
- Identifies and manage project risks, dependencies, and impediments, taking proactive measures to mitigate issues and keep the project on track managing RAID log.
- Fosters a culture of continuous improvement by conducting team retrospectives, implementing feedback, and driving process enhancements.
- Oversaw integration of APIs into product features, enhancing functionality and advisor experience.
- Prepare and present comprehensive reports and presentations to senior management, highlighting key findings, strategic recommendations, and progress updates.
Scrum Master/Business Analyst II
US Bank
09.2020 - 11.2021
- Lead self-contained scrum teams and certify streamlined scrum processes with minimum cross-functional impacts. Oversee complete project release activities of new and updated systems and business process changes. Ensure admirable team collaboration to improve research, analysis, review, development, implementation, and investigation processes of diverse projects. Gather and manipulate data, prepare detailed reports on interpretations of business rules and requirements, and propose problem resolution processes to eliminate project release issues.
- Acted as the Scrum Master for an Agile development team focused on loss mitigation initiatives and administered entire department of Defects for Loss Mitigation in 3 months of joining US Bank.
- Compiled reports and conducted PI planning session with product owner and scrum team; started each meeting with ice-breaker activity/game approved and implemented by Loss Mitigation department to increase team engagement.
- Facilitated sprint planning, daily stand-ups, sprint reviews, and retrospectives, ensuring the team adheres to Agile principles and practices and achieved 100% client satisfaction.
- Identified and managed project risks, impediments, and dependencies, taking proactive measures to mitigate issues and ensure successful project execution.
- Conduct business analysis activities, including requirements gathering, process modeling, and gap analysis, to define and document user stories, epics, and acceptance criteria.
- Perform impact analysis on proposed changes, assess feasibility, and provide recommendations to support decision-making.
Business Analyst I
Duke Energy
09.2019 - 09.2020
- Upheld key decision-making processes as a subject matter expert to optimize strategies pertaining to products, programs, and available services to decrease cost and upsurge customer adoption and business visibility. Provided support to project management teams in using Jira to report bugs and support marketplace program reviews. Headed service documentation of performance and operations, designed products and programs, assisted in regulatory constraints and code changes, and educated individuals on finances, technology, and environmental challenges. Directed highly skilled scrum teams on project development methods to achieve excellent iterative sprint goals and project deliverables. Conducted daily stand-up, retrospectives, and scrum-related meetings and assisted in sprint planning and reviewing project endeavors.
- Analyzed data to support program gaps, build dashboards, and formulated Tableau reports to track participation and multiple functionalities of cloud-based saving stores, including shipping and order reports.
- Monitored schedules and cancellations on Salesforce by partnering with cross-functional teams and handling large amounts of data using pivot tables, and VLOOK UP on excel spreadsheets.
- Sustained robust and healthy relations among vendors, external community, campaign management, and finance personals and maintained regulatory, program performance, and market insights to guarantee better program plans and performance initiatives.
- Completed online marketplace projects by liaising with scrum team within first year of employment and prearranged annual programs aligned with budget strategies to accomplish company’s financial objectives.
- Set priorities of different projects and relevant tasks by analyzing progress reports, requirements, deadline dates, and key milestones.
Operations Analyst
Novant Health
05.2016 - 09.2019
- Raised business code efficiency, quality, and adherence by updating strategies to resolve operational, technical, and business problems of seven different medical-surgical units. Boosted communication of executive team and medical-surgical units to scrutinize and comprehend measurement systems and implementation of best practices. Partnered with directors and nurse managers to complete analytical requirements together with capacity planning, volume/loss forecasting, and unit costing. Updated internal operations using SQL 2008 server, documented project plans via Visio, and arranged meetings for immediate issue resolution and acceleration of review requirements. Drafted application content utilizing in-depth understanding of integration/interfaced systems and facilitated medical surgery units with test plans, release notes, end-user guides, training programs, and related material.
- Enhanced 20% hospital productivity and operations workflow through Jira and decreased wait time in emergency room by 15% per year.
- Directed financial analysis of business units comprising payroll, billing, accounts receivable, inventory, and supply management to endorse communication between medical-surgical units and physicians.
- Facilitated FTE analysis, reorganized corporate structure through position management, and set priorities to rationalize PI operational initiatives of multiple projects.
- Spearheaded price negotiations and vendor acquisitions related to medical-surgical units and prepared business strategies and insights for upcoming situations.
Business Analyst I
Wells Fargo
01.2015 - 05.2016
- Steered meetings to upsurge assessments and decision-making and maintained business analysis of high-level collateralized accounts; ensured all change control measures adhered to business and technology guidelines. Ensured client confidentiality, investigated work progress of multiple projects, and verified accurate data entry and data management of various databases by assigning tasks to cross-functional team members. Optimized business endeavors through auditing, compliance, risk & threat assessment, global technologies, and reviewing operational activities.
- Instigated incomparable project management and analytical skills to add 30% increment in bankruptcy closing.
- Trained and mentored new hires on company goals, policies, procedures, and processes in bankruptcy department and certified compliance of training with business code, government protocols, and customer service standards.
Education
Bachelor of Science - Business Administration
University of South Carolina Upstate
12-2014
Skills
- SQL Server management
- Dynamic task management
- Jira workflow optimization
- Salesforce proficiency
- Tableau proficiency
- Experienced in Visio diagramming
- Proficient in Microsoft Office Suite
- Agile methodology
- Proficient in SDLC processes
- Business requirements analysis
- Agile project management
- Operational efficiency enhancement
- Resource Optimization
- Agile sprint planning
- Stakeholder relationship management
- Dashboard design and analysis
- Problem/Conflict Resolution
- Client Service Excellence
- Data analysis expertise
- Proactive risk assessment
- Strong Attention-to-Detail
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Collaborated with team of 15 in the development of Commonwealth Financial Merger.
- Supervised team of 22 staff members amongst two agile teams.
Certification
- Scrum Alliance
- Certified Scrum Master
- 2019
Additional Experience
- Loss Mitigation Specialist – Branch Banking and Trust – Greenville, SC
- Senior Funding Analyst – American Credit Acceptance – Spartanburg, SC
- Service Teller – Wells Fargo – Spartanburg, SC
- Sales Representative – Verizon Wireless – Spartanburg, SC
Languages
English
Timeline
Senior Product Owner
LPL Financial
07.2023 - Current
Lead Business Execution Consultant
Wells Fargo
11.2021 - 07.2023
Scrum Master/Business Analyst II
US Bank
09.2020 - 11.2021
Business Analyst I
Duke Energy
09.2019 - 09.2020
Operations Analyst
Novant Health
05.2016 - 09.2019
Business Analyst I
Wells Fargo
01.2015 - 05.2016
Bachelor of Science - Business Administration
University of South Carolina Upstate