Manager Project

Terry Beaulieu

*** **** ***** ***, ****, ME *****

603-***-**** / *********@*******.***

IT Project Manager / Delivery Lead

Versatile IT project manager and delivery lead with expertise in guiding the delivery of complex software projects including Key Initiatives and Tactical Development enhancement streams. Partners with key business and technical leaders to ensure for the on-time and on-budget delivery of robust technical solutions. Customer-focused oriented while maintaining a keen eye on the overall landscape including risks, project costs, resources and stability. Builds excellent self-directed teams that have often been located in multiple geographic locales. Strengths include an ability to balance multiple priorities, level headedness, well organized and positive can-do outlook. System expertise in Trading, Portfolio Management, Reporting Tools, Data Base Projects, End User Applications, Fund Oversight and General Ledger applications. Technology Management Skillset

Agile Project

Management

Delivery Management

Strategic Planning

Backlog Management

Team Building

Project Metrics

Scrum Master

Certified

Vendor Management

System Architecture

Steering Committee

Lead

Budget Management

Infrastructure

Upgrades

Multi-site Team

Management

Risk Management

Process Improvements

Business Team

Partnerships

Stability and

Supportability

Server Upgrades

Experience

Fidelity Investments

Project Manager / Development Manager / Software Engineer (June 1995 – June 2017)

Technical Product Manager for Fidelity’s Board Operations suite of applications (2016 – 2017)

o Technical Management of project team

o Delivery Management of all project deliveries. Release plan, multi-year plan

o Board Operations Tools support all Fidelity’s Board Meetings servicing the Asset Management of Equity, Fixed Income, Sector and other Fidelity Boards

o Responsible for the delivery of a new Board Meeting management application used by Board Operations, Legal, Compliance, Investment Operations and Trustee’s

o Technologies: SharePoint, Java, C#, JIRA, Stash, Active Directory, LINUX, Windows, Oracle, .NET, JavaScript

Delivery Team Lead for technology projects for Fidelity’s Fixed Income Portfolio Management development team (2015 – 2016) o Responsible for Fixed Income’s primary reporting domain for Trade and Holdings data

o Armanta Platform runs 5000 reports each business day o Armanta application has 350 users – across all domains of Fixed Income and also provides report solutions for Compliance and FPCMS teams o Development Team delivers features for Portfolio Managers, Traders, Research Analysts, Quant Analysts, Compliance and Investment Operational teams

o Acted as Scrum Master for the team

o Acted as Product Manager for team

o Led all Steering Committee and Working Team meetings o Led team based in multiple locales including Merrimack, Bangalore and Raleigh

o Conducted Vendor Management in partnering with Armanta o Technologies: Java, C#, Oracle, Mules, Camels, Jira, Splunk, SiteScope, LINUX, Windows, Stash, Armanta, SQL Armanta, Autosys, Informatica

Delivery Team / Project Lead of Key Initiative for implementation of Fidelity’s Fixed Income Core Reporting system for Portfolio Management, Trading, Investment Operations, Compliance, Legal and Fund Pricing areas. Query Tool Migration to Armanta (2013 – 2014)

Provided for the on-time delivery of Fixed Income’s migration to Armanta’s Reporting platform for Trades and Tradable Holdings o Development Team delivers features for Portfolio Managers, Traders, Research Analysts, Quant Analysts, Compliance and Investment Operational teams

o Real time Trade display

o Real time Holdings updates

o Portfolio Approvals

o Index and Benchmark load processing and reporting o Acted as Project Lead for the team

o Led all Steering Committee and Working Team meetings o Led daily standups with developers and investment team representatives o Delivery Team received rating of Exceptional Performance o Technologies: Java, C#, Oracle, Mules, Camels, Jira, Splunk, SiteScope, LINUX, Windows, Stash, Armanta, SQL Armanta, Autosys, Informatica

Delivery Team / Project Lead for Fidelity’s Fixed Income Investment Tool Development Team providing technical solutions for Traders, PMs, Research Analysts and Quant Analysts (2011 – 2013)

o Team Supported all Fixed Income Bond & Money Market Trading Desks o Managed a US/UK based team that developed products in support of the investment workflows for each FI Trading Desks across the Bond and Money Market business

o Technical Infrastructure upgrades for Windows operating system and MS Office Upgrades

o Product Portfolio consisted of over 300 technical solutions servicing Fidelity’s Fixed Income Asset Management Professionals o Delivery Team received rating of Exceptional Performance o Technologies: VBA, Excel, Oracle, Sybase, MS Access, Jira, SQL, LINUX, Windows

Delivery Team Lead / Project Lead for Key Initiative for Fidelity’s Fixed Income’s Global Bond Trading System including development of Portfolio Management tools and processes to supporting Global Bond trading (2011 – 2012)

o Collaborated with the Fixed Income Bond investment team to ensure for successful rollouts of the technical tools required for the new Global Bond investment products

o Led the development team that produced the applications and processes to support US and UK based management of the Global Bond product line

o Technologies: Oracle, Autosys, Informatica, VBA, SQL, LINUX, Windows

Data Base Project Lead for Fidelity’s Fixed Income Database projects – including Research, Trading, Quant, Batch Cycle, FI Data Mart, Batch Cycle and Portfolio projects (2006 – 2011)

o Project leadership and management for development team members in multi-geographical locations including – US and India locales o Responsible for Team Management – Budget, Reviews, Team Metrics, Project Delivery

o Responsible for product delivery, budgeting, stakeholder communication, leading working team meetings, leading steering committee meetings, development practices, release planning, backlog grooming and facilitation of team meetings

o Technologies: Oracle, Sybase, Netezza, Informatica, Perl, Autosys, SQL, LINUX, Windows

Senior Development Manager (2005 – 2007)

Responsible for technical design, development and delivery of Fidelity’s Fixed Income Trading Applications including Point of Trade – Trade Capture o On-time delivery and rollout of FIL Trade Capture system o On-time delivery and rollout of REPO Trading system o On-time delivery and rollout of Bond PM Order Entry application o Technologies: Visual Basic, Java, Sybase, Stored Procedures, ASP, ASP.NET, C#, SQL, C++, Windows

Principal Software Engineer, Senior Developer (1995 – 2005)

Lead UI developer for Fixed Income’s Point of Trade Query Tool application

Technical Lead for Fixed Income – Point of Trade Ticket application

Lead developer for Fixed Income Allocation tool and port of Allocation engine

Technologies: Visual Basic, Java, Sybase, Stored Procedures, ASP, ASP.NET, C#, SQL, C++, Windows

Dun & Bradstreet Software / McCormack & Dodge

Technology Management, Tech Lead, Project Lead, Developer (1988 – 1995)

Responsible for General Ledger system development, deployment and support

Managed and led development and technical support teams

Developed solutions and new capabilities for the General Ledger product line

Provided on-site consulting and implementations of General Ledger systems

Scheduled and coordinated onsite consulting for General Ledger Technical Team

Managed Technical Curriculum for General Ledger Product Line

Awarded - Outstanding Employee Award

Awarded - D&B Presidential Award

Technologies: COBOL, OS/JCL, DOS/JCL, PDL, IBM Mainframe, PowerBuilder, SQL, Sybase, MS Access, Stored Procedures, UNIX

Education

Northeastern University – BA

State University of New York at Albany – MS

Certifications

Certified Scrum Master

Volunteer Organizations

Caregivers Caring Cupboard - Food Delivery

Exeter Food Pantry

City Year – Team Mentor

Bedford Big Band

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