Financial Data Services Platform
Led projects for data sourcing, data services platform, refactoring investor mobile app, and third-party integration tools.
Project manager, product manager, agile coach, and scrum master for the development of a financial data services platform (global team). Projects include data sourcing methods and controls, design and implementation of the data services platform, refactoring an investor mobile app, building widgets for third-party investor relations portals, DevOps implementation, and creation of data services for financial sector data consumers (Swift, Java, Kotlin, React, Postgres, Framework7, Scala, ArangoDB, Docker, Google Cloud Platform).
Investor Portfolio Management Product
Led the agile development team in the design and implementation of an MVP product.
Agile project manager of a global team for the design and development (including DevOps) of product that allows high net worth individuals to build and optimize investment portfolios using machine learning. Investment models utilize machine learning to analyze financial and market data streams to identify optimal portfolio constituents to achieve investor objectives (Angular, Python, TensorFlow, Postgres, Google Cloud Platform).
WiseWorks Virtual CTO/Agile Coach/Scrum Master/Product Manager
Developed and launched SaaS-based Business Process Modeling tool.
Provided strategic go-to-market leadership, agile coaching, agile project management, and DevOps management of the product team and outsourced international development team (product/project manager, scrum master). Cloud-hosted SaaS business modeling product launched in May of 2019.
CBUSA eCommerce Modernization and Agile Transformation
Moved eCommerce platform to Azure, implemented Agile development practices, and managed modernization projects.
Provided technical leadership in selecting a new hosting platform and hybrid offshore development vendor for custom homebuilder coop portal solution. Led agile transformation initiative as an agile coach to implement agile processes and DevOps for platform renovation and business transformation.
Application Assessment and Performance Optimization
Assessed agile practices, architecture, and performance of a custom business application.
Agile Coach and Virtual CTO for the assessment of development practices and technical design of a custom business application that analyzes Nielsen rating data to produce PowerPoint presentations with actionable statistics for customers. Shadowed the development team, mentored product owners, and advised the client on opportunities for agile process improvement. Evaluated technical solution architecture and performance to determine the strategy for future state and optimization. Engaged database performance subject matter expert to optimize database and SQL code to improve overall system performance.
ATM and Branch Locator Service
Led agile team in the design and implementation of an ATM and branch locator service for large American bank holding company.
Project manager and scrum master for development of ATM and branch locator service (REST API) for large American bank holding company and financial services corporation. Locator service conforms to the JSON API standard and provides search features to locate branches and ATMs using an address, proximity, lat-long, and branch features (Open JDK, Spring Boot, Docker).
IT Strategy, Planning, and Processes
Worked with CEO and CTO to assess technical service delivery capabilities and challenges to redesign organization for scale.
Provided technology leadership team with a change management plan and target state design to restructure its organization and business processes for operational service delivery. These changes would then drive the transformation of its technology platform to effectively respond to market demands and rapidly increasing business volume.
Vice President for Enterprise Architecture in Fortune 10 Enterprise
Remediated regulatory findings. Established Enterprise Architecture organization. Secured funding to build shared services.
Remediated regulatory findings (FHFA MRA) for Enterprise Architecture deficiencies in less than 12 months.
Established an enterprise architecture organization of 145 people with an annual operating budget of $24 million to drive target state architectures, technology standards, application rationalization, and IT roadmaps.
Secured $20 million of strategic funding to build centers of excellence for (5) enterprise shared platforms: Business Process Management (IBM Lombardi); Business Rules Management (ILOG JRules); Service-Oriented Architectures (TIBCO); Enterprise Architecture (MEGA), and Reconciliation (FISERV Frontier).
Established a portfolio rationalization framework for applications and technology across the enterprise to prioritize investments, reduce costs, and drive architecture alignment saving $15 million over three years.
Drove technical enterprise program governance through project assessments, prescriptive guidance, technology construction permit criteria, and technology mandates.
Briefed board of directors, senior executives, and regulators on portfolio rationalization, target state architecture, and infrastructure complexity.
VP of Tech Services and CTO
Transformed a 32-person, $8 million IT firm into a world-class software development and systems integration company.
Transformed technology organization from low margin tech staffing business with $100-300,000 projects into an enterprise solutions provider with multimillion-dollar projects.
Captured business process management niche and created a technology services practice that delivered value to customers and fueled revenue and capabilities growth.
Grew backlog from $8 million to more than $75 million through successful technical proposals, competitive pricing, and successful program execution–on schedule, in scope, at or above target margins.
Improved profitability, increased annual revenue by 300%, and managed the 34-member technology team across five concurrent programs.
Drove vision, strategy, and tactics to align capabilities with current and future business opportunities.
Determined optimal software and systems engineering processes to mitigate risk, speed development, and minimize time-to-value for solution delivery as well as obtain CMMI Level 2 certification.
Marketed capabilities through technical presentations at conferences and leadership in technical user communities.