PROFILE

SUMMARY

Mentor and lead cross functional team in the agile framework adoption including SCRUM, XP, Kanban, Scaled Agile Framework, Disciplined Agile Delivery and Lean.
Develop short-term and long-term strategies to support customer vision for digital channels optimization. 
Solve problems quickly. Design Products that improve customer service.
Develop and maintain executive and organizational support and visibility for digital strategy and projects.
Design, develop and deliver reports relevant to key performance metrics and goals.
Establish efficient work processes, and promotes a culture that is conducive to quality.

EXPERIENCE

Big Deal Digital

2014 December - Present

Director

Portland, Oregon Area , UNITED STATES

Develop short-term and long-term strategies to support customer vision for digital channel optimization. Solve problems quickly. Design Products that improve customer service. Develop and maintain executive and organizational support and visibility for digital strategy and projects. Design, develop and deliver reports relevant to key performance metrics and goals. Establishes efficient work processes, and promote a culture that is conducive to quality.

Merrill Lynch

2000 September - 2001 March

Senior Business Analyst and Project Manager

Toronto , CANADA

Analyze and Plan Mutual Fund trading application migration to a centralized platform Update Entitlements Application on Equities Trading System of Record

Fiserv

2013 October - 2014 March

Scrum Master/Agile Coach - Digital Channels

Hillsboro, Oregon , UNITED STATES

Represent management to the project (liaison); Responsible for enacting Scrum values and practices: Release Planning; Sprint Planning; Sprint Reviews and Sprint Retrospectives Runs Daily Scrum meetings; Removes impediments; Shields the team from external interferences; Ensures that the team is fully functional and productive; Enables close cooperation across all roles and functions. Manage diverse, technical, distributed teams [on-shore and off shore] Help product owners maximize productivity by maintaining the backlog and release plan, thereby informing product owners about the scrum team's success.

Government of Ontario

2001 October - 2002 March

Senior Business Analyst and Project Manager

Toronto , CANADA

Assist the Ministry of Finance in updating their telephony Management System; updates to the Government of Ontario Job Website; Create Project Plans for updates to Payroll Administration system.

Wells Fargo Home Mortgage

2009 November - 2010 August

Project Manager

St San Francisco, California , UNITED STATES

Project Manager for Real Estate Lending PMO. Coordinate systems and operational needs to support significant changes in products, policy, procedure and programs Perform strategic analysis or organizational review and recommending business direction. Manage cross-organizational initiatives and developing policy/procedure to support project implementation. Lead business requirements definition and presenting for technical team review. Manage task forces or other groups to accomplish project tasks and goals. Influence and negotiate with Senior Management. Manage project financials.

Wells Fargo

2006 November - 2007 April

Project Consultant - Process Mentor

Greater Minneapolis-St. Paul Area , UNITED STATES

Plan, organize and manage the contract negotiation between WFF Contract Counsel and the Third Party’s in-house and external attorneys. These discussions included the Master Service Agreement and Statement of Work. Manage the Technical and Business Infrastructure requirements and design process between WF Information Security, WF Information Systems, WF Business Subject Matter Experts and Third Party Vendor. Manage internal project staff and third party vendor relationships to insure communication, human resource, training, technical and implementation goals and tasks were well documented and understood by all participants.

Principal Financial Group

2007 May - 2008 April

Consultant - Process Engineer

Des Moines, Iowa , UNITED STATES

Plan and architect the development and delivery of the Principal Unified Process, a tailored version of the Rational Unified Process, with an emphasis on agile teams, as well as off shore resources.Responsible for solution design, enterprise domain modeling, methodology definition, and creation of a variety of service-related artifacts. Mentor all software disciplines [PM, Designer, Systems Analyst, Quality Assurance] on concurrent strategic projects in iterative and incremental development. Design and deliver RUP based training courses for all RUP disciplines, with a focus on Analysis and Design Developing the people, processes and architectures required to achieve and sustain integration excellence.

VSP Vision Care

2014 March - 2014 December

Chief Scrum Master - Release Train Engineer

Rancho Cordova, california , UNITED STATES

Implement Scaled Agile Framework across Multiple Lines of Business within VSP Coach Scrum Teams and Scrum Masters in developing Self Organizing Teams Work Closely with IT Executives to adopt Lean Management Mentor Product Organizations including Product Management and Product Ownership Introduce Program and Portfolio Management under SAFe Partner with Enterprise Architecture to improve Continuous Integration

Municipal Property Assessment Corporation

2002 March - 2002 December

RUP Mentor and Business Process Modeler

Pickering, Ontario , CANADA

Assist in the adoption of the Rational Unified Process and migrate the legacy property assessment application to a J2EE platform.

Scotia Capital

2001 March - 2001 June

Senior Business Analyst

Toronto , CANADA

Analyze and Design Mobile Trading Application Update Online Trading Applications Convert Customer Management Applications

Wells Fargo

2011 June - 2012 June

Senior Project Manager - Scrum Master

West Des Moines , UNITED STATES

Work with Product Owners and Scrum team in the prioritization of Product Backlogs, create Sprint Backlogs and Release work products/packages into production environments.Manage the initiation of mortgage pooling and delivery program/projects and risk management projects designed to effectively and profitably securitize mortgage assets. Develop Program Vision with Program Sponsors and design Release plans, project budgets, program roles and responsibilities and execute technology roadmaps.Facilitate Sprint/Release Planning and Daily Standup meetings.Manage and mentor scrum teams and third party vendors to insure communication, human resource, training, technical and implementation goals and tasks were well documented and understood.

Wells Fargo Advisors, LLC

2009 June - 2009 December

Senior Project Manager

Charlotte, North Carolina Area , UNITED STATES

Manage enterprise projects aligned with Community Bank initiative [Wells and Wachovia merger] based in Charlotte, NC. Work closely with Program and Project teams to align requirements, interface dependencies and deliverables.

Aviva Investors North America

2008 June - 2009 April

Project Manager

Des Moines, Iowa Area , UNITED STATES

Manage the delivery of Alternative Investment [Structured Products] Trading System. Leverage Extreme Programming to deliver continuously improvement in trading and pricing systems for Hedge Fund trading Lead Cross Border Settlement initiative with stakeholders in North America and Europe

Symcor

1998 June - 1999 October

Business Analyst and Project Management

Toronto and Montreal, , CANADA

Analyze, plan, execute and test the migration of a Credit Card Image Capture/Processing to the IBM solution. Manage Shareholder Bank Relationships Analyze and Design Business Process Improvements Manage logistics for the collocation of 3 Data Centers into one.

Wells Fargo

2012 July - 2013 January

Senior Project Manager and Scrum Master

Greater Minneapolis-St. Paul Area , UNITED STATES

Remove impediments to the ability of the team to deliver the sprint goal/deliverables aligned with mortgage loan pooling, modification and reconciliation. Develop/mentor department's delivery capability through self-organizing team and act as a buffer between the teams and any distracting influences. Ensure that the Scrum/Agile process is used as intended and enforce of rules, protect the team and keep them focused on the tasks in hand. Deliver results to Capital Markets IMU by working closely with Product Owners, Business Architects and Program Management. Run Daily Stand Up Meeting, create and monitor Sprint Backlog and lead Release Planning. Ensure compliance with Enterprise SDLC Methodology

Bank of Montreal

2003 July - 2004 April

Requirements Manager and Process Engineer

Toronto , CANADA

Lead the requirements gathering phase of a strategic project to replace the retail banking platform. Lead the adoption of a Use Case driven process based on the Rational Unified Process. Assist in the selection of software automation tools.

Nike

2013 February - 2013 August

Agile Coach and Scrum Master

Beaverton, Oregon , UNITED STATES

Act as Scrum master for several scrum teams with a focus on guiding the teams towards improving the way they work. Facilitate sprint planning, retrospective and sprint demos. Assist the product owner with keeping the backlog groomed Ensure cross-team coordination Reach out to the larger company network for impediment removal Maintain relevant metrics that help the team see how they are doing Coach and mentor other Team members in Scrum, Scrumban, Kanban and XP. Ensure that our ways of working are consistent across the teams.

Wells Fargo Technology Infrastructure Group

2006 February - 2006 November

Application Engineer

St San Francisco, California , UNITED STATES

Developed project plan, project iteration and risk management plans. Lead and facilitate iterative application development meetings with cross-functional design teams.Analyze credit underwriting business process flow and create high-level deliverables using RUP analysis and design techniques. Review and approve Use Cases created by a cross-functional team of subject matter experts. Use ad-hoc business and formal UML constructs to create analysis and design models for development teams. Coordinate the design of a Publish and Subscribe enterprise messaging solution with system architects, technical leads and software delivery management.

Bell

2000 February - 2000 September

Senior Business Applications

Toronto , CANADA

Update and enhance www.bell.ca Conduct Proof of Concept for Customer Management System Align Predictive Model Application with Customer Service Applications

Wells Fargo

2010 August - 2011 June

Scrum Master - Delivery Manager

West Des Moines , UNITED STATES

Remove impediments to the ability of the team to deliver the sprint goal/deliverables aligned with mortgage loan pooling, modification and reconciliation. Develop/mentor department's delivery capability through self-organizing team and act as a buffer between the teams and any distracting influences. Ensure that the Scrum/Agile process is used as intended and enforce of rules, protect the team and keep them focused on the tasks in hand. Deliver results to Capital Markets Pooling and Delivery Program by working closely with Product Owners and continuously updating the Product Backlog. Run Daily Stand Up Meeting, create and monitor Sprint Backlog and lead Release Planning. Ensure compliance with Enterprise SDLC Methodology

TIAA-CREF

2008 April - 2008 June

Project Manager

Charlotte, North Carolina Area , UNITED STATES

As a consultant to the Institutional Client Service, Pension Product Management Group, I assist in product development and project delivery. Process improvement is also an important goal of the group.

ING

2003 April - 2003 April

RUP Mentor

Toronto , CANADA

Help the company adopt the IBM IIW and leverage the Rational Unified Process. Create, review and realize Use cases for the Claims Management System

PROJECTS

Skills

  • Agile Project Management
  • Requirements Analysis
  • Change Management
  • Requirements Gathering
  • Project Management
  • Product Management
  • Software Project Management
  • Scrum

EDUCATION

  • Ryerson University

    1983-1987

    Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

CERTIFICATION