Northeastern University, Boston, MA | September 2017 - Current

Instructor - Instructor: College of Professional Services, Master's & Undergraduate Programs - Project Management

• Work with Faculty Partners to deliver cutting edge education to our student leaders
• Instruct 6- (graduate) or 16-(Undergraduate)week courses focused on Agile and program management.
• Help students understand the tools and communication skills required to be successful in software development and project management.
• Manage all student interactions, coaching, lectures, and grades for my classes.

Bryant College, Smithfield, RI | July 2021 - Current

Executive Instructor / Coach - Executive Development Center (EDC)- Project Management/Agile Coach

• Created courses for both Basic & Advanced Executive Agile Training classes for the university.
• Administer Agile Introduction on being a Scrum Master courses.
• Co-Created 9-week Project Management PMI Processes and domain knowledge class.
• Instruct a 9-week courses focused on project and program management for Agile and Waterfall knowledge.

SMBC Manubank - JeniusBank.com, Los Angeles, CA | Mar 2023- Jun 2024

Managing Director, Head of Agile Transformation & Portfolio Management for Jenius Bank

• Led Agile transformation through 1:1 and team coaching for the Jenius Bank team of 300 employees.
• Executive Agile Coach for Jenius Bank Leadership team.
• Partnered with Deloitte to evaluate Data Management and Data Organizational alignment while creating streamlined risk and a data management governance model across multiple parent firms
• Enhanced usage of OKRs (Objectives and Key Results) to drive delivery efforts and ensure alignment.
• Assisted in evaluation of Artificial Intelligence role in Data quality and data ingestion challenges while working in a cloud environment.
• Created accountability, stability and direction in a highly ambiguous set of environments.
• Created Portfolio Management Office (PMO) and all Agile delivery policies and procedures.
• Established Agile work intake to create a prioritization approach across workstreams that enhanced decision-making capabilities.
• Implemented a Delivery Operating Model with technology partnership and executive leadership to shape and launch multi-vendor product solutions.
• Influenced Agile policies for the larger parent company through our bank prototype example.
• Partnered with Risk Management to ensure multiple levels of data and portfolio governance were being followed for internal and external regulatory requirements.
• Retained and attracted new talent to build a remote delivery workforce.

Heitmeyer, Los Angeles, CA | Nov 2022 - Mar 2023

Head of Execution, Coordination, and Integration (ECI) for Jenius Bank (Contractor)

• Evaluated Data & Product Organization delivery dysfunction, recommend solution plan, and implemented consumable solution.
• Partnered to outline Data Stewardship challenges and data ingestion and migration needs for new products.
• Uncovered numerous Agile anti patterns and recommended a transformation roadmap to correct.
• Coached New Delivery Teams & Executive team on Agile & Lean Principles.
• Implemented solution outlines for Internal and External headwinds creating Delivery challenges.
• Assessed and repaired Data organization dynamics and delivery challenges plaguing the delivery portfolio.
• Worked as executive Agile coach for bank president and his direct reports.

Citizens Financial Group, Johnston, RI | November, 2018 - September, 2021

Vice President | Coach, Chief Scrum Master, Application Manager, Mgr Software Engineering - CitizensAccess.com

• Lead Agile Product transformation for the creation of Citizens Access.
• Managed data integration for MDM data governance needs into larger parent company.
• Partnered with Modern Operating Model and CAX town executive leadership to shape and launch multi vendor supported development and conversion development.
• Coached town members on back log creation, tool structure and usage, ceremony creation.
• Influenced decisions to better our customer products and keep my programs & projects on track to meet our goals.
• Drove communication with a persistent Town management Scrum to handle hot topics and challenges.
• Managed Citizens Access Town Scrum Masters (CSM duties for direct line and indirect colleagues).

Gurnet Consulting, East Providence, RI | September, 2017 - October 2018

Technical Program Manager - Citizens Financial Group, - Direct Bank (CitizensAccess.com)(Contractor)

• Worked with large third-party partner and a dozen integrated ancillary systems to implement a new online bank.
• Data Integration, governance, and feed ingestion was a major challenge that was overcome through influence.
• Partnered with business management and leads for an on time successful MVP launch and future installs
• Worked cross functionally while being autonomous and reporting out to internal and external partners.
• Responsible for all technical aspects of the Citizens side implementation.

Program Manager - Amica Life, PMO - Portfolio Rationalization (Contractor)

June, 2017 - December, 2017

• Agile Coach for Life technology team./li>
• Performed project management organizational capabilities assessment. Implemented a Portfolio Dashboard for management team and organization visibility.
• Created portfolio tracking tools for resource and portfolio dependency challenges

Webster Consulting Group, Woburn, MA | June, 2016 - February, 2017

Program Manager - Veolia North America, Sulfur Acquisition(Contractor)

• Delivered a multisite nation-wide merger and acquisition with SAP integration and dozens of chemical plant support software packages, building and managing a project team that planned for constant change and frequent roadblocks.
• Led technology evaluation/discovery of SAP & non-SAP applications through implementation for a $.5B chemical acquisition. Facilitated daily team scrum meetings and provide dashboard KPI’s for executive awareness.
• Implementation Planning: Created a plan & successfully executed a 15 person (3 teams), two weeks, 7 plants, multi nationwide sites of SAP & 64 support software packaged for an on time go live cut over.

Fidelity Investments, Smithfield, RI | April, 2012 - May, 2016

Director Program Management - Portfolio Delivery Execution, Agile Coach, and Product Management

• Responsible for the successful delivery and execution of an annual 50-million-dollar Retail Managed Accounts product roadmap across two dozen technology partners. Directly managed workforce planning responsibility and daily direction for 27 employees.
• Scrum Master & Agile Coach (Personal Investing). Trained, organized, and launched two agile release trains and six agile teams. Distributed agile effort across 8 time zones, four locations and three companies.
• Mentored participants, in all roles, at the portfolio, value stream, program and team levels.
• Integrated Master Data Management functional environments from multiple oracle platforms
• Collaborated and partnered with internal and external technology and business teams daily on the application of new technologies, methods, and concepts to recommend applicability to the business operation.
• Participated in ongoing strategic organizational and financial planning.
• Provided technical, methodological, and leadership guidance, training and coaching to other team members for performance and career development.

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Senior Project Manager / Release Manager

February, 2001 - June, 2010

• Managed implementation of a 25 million dollar wall street initiative to support new Option Symbology for Fidelity:
• Provide Daily Triage and resolve for key issues with the project across multiple organizational facets
• Facilitate weekly updates to Senior Leadership teams across the firm on progress and status
• Manage over 180+ installations of software code into production (2009 numbers)
• Analyze cross project dependencies, application changes, and project drivers for software releases
• Managed offshore resources both in India & Ireland during ~400k projects
• Oversaw scrum team implementations for monthly installs
• Senior Member of the FIIS Project Management Best Practice committee to foster Agile in our teams
• Mentored junior associates through the SIPM Mentoring Program.
• Used influential collaboration skills to consult with business partners, direct development, and support team members in successful agile and waterfall methodologies for web and desktop software implementations.
• Facilitated and provide meeting materials for all weekly and daily release meetings (50+ participants average).

Natixis Global Asset Management, Boston, MA | June, 2010 - April, 2012

Assistant Vice President -PMO Office, Agile Coach, & IT Governance Implementation and Management

• Provided leadership and direction in a developing PMO office using Agile Methodologies. Shaped the Mobile Strategy for CRM applications and their mobile implementation.
• Consistently managed relationships and varying needs between internal and external stakeholders; internal and external executive management, IT, QA, professional services teams, and development.
• Championed firm wide ITIL V3 standards in Change, Incident, and Release Management processes.
• Responsible for IT Governance with a focus on implementing sustainable Asset Management and IT Governance policies. Audit liaison.