BRETT C. SHIPMAN
949-***-**** • *****.*******@*****.***
Software & Financial Services Program Manager, Director Program/Process Management; MIS/IT/PMO Director
IT /Asset Management / Operations / Insurance / Start-up
Program/Project Manager with MBA and more than 15 years of progressively responsible experience. Expertise in program management, process improvement, operations management, and project management in highly competitive markets. Wealth of expertise in hands-on project and program management where the focus is to bring intrinsic business value to end users and direct automation of processes to enhance efficiencies. Talented, results-oriented program management expert possessing superior leadership and organizational abilities. Professional strengths include:
• Software Development • Change Management
• Multiple Project Management Methodology • QA/Testing
• Team Building and Leadership • Expense/Internal Control
• Vendor Relations • Cost/Benefit Analysis
• Data Management/Warehousing • Budgeting and Reporting
PROFESSIONAL EXPERIENCE
Title XI Software Solutions is a software and support company supplying secure cloud based case management software as well as electronic discovery and litigation support to Bankruptcy Trustees working on behalf of the Department of Justice, fiduciaries and professionals.
TITLE XI SOFTWARE SOLUTIONS, Santa Ana, CA 10/2011 – Present
Equity Partner/Program Manager
Equity partner in technology firm performing multiple roles during startup and product launch. Directing 10-15 employees and contractors in four different physical sites. Responsible for group planning and functional activities in fulfillment of all product lines. Built effective project management foundation and solid team of developers and business analysts.
Program Management
* Brought to market the industry's first cloud based case management software for bankruptcy trustees capturing 5% of the market in less than one year.
* Managing all aspects for multiple software development lines, all client implementations, marketing programs and investor communications.
* Developed all internal program/project management methodologies and processes.
* Development performed in a full Agile/Scrum environment and all project management tools, resource/release tracking, bug tracking and code management are cloud based.
* Responsible for strategic and tactical planning for all business lines, including cloud-based software, lead generation services, litigation support services and investment product underwriting.
* Directed and managed project to provide the communication mechanisms between the U.S. Department of Justice and Title XI that enables all outgoing/incoming Trustee correspondence with the U.S. Bankruptcy Courts.
* Ensured that development, service and support processes and staff complied with regulatory requirements.
* Developed and implemented organizations strategy and mission
Additional
* Developed, staffed and directed all company operational and technology staff
* Manage growth and future expansion plans
* Establish, develop and maintain banking partnerships through multiple regions to support client activity and maximize revenue on bankruptcy estate funds
PACIFIC LIFE INSURANCE COMPANY, Newport Beach, CA 2000 – 7/2012
Director of Program Management & Investment/Treasury Operations (2007 – 7/2012)
Manager of Business Analysis & Investment Operations (2005 – 2007)
Responsible for Project Management & Analysis planning and functional activities through subordinate managers and staff in fulfillment of Company requirements. Supervised investment operations for 50+ global portfolios comprising over $100B in AUM. Managed budget of up to $10M. Vendor management through up to 50 distinct software, data and hardware vendors. Directed up to 50 staff through 3 senior level managers.
Program Management
* Performed the role of project sponsor/resource manager and department project manager for numerous multiyear/large budget software conversions, software application development, and vendor implementations.
* Utilized structured project management methodologies (Lean, SDLC and Waterfall), through the use of project management software, and ran projects using project management best practices.
* Initiated and promoted process improvement program to generate enhanced coordination and collaboration across organization, sustain clear alignment of accountabilities and activities, and maintain accurate data. Included data, software and hardware vendor transformations. Led to saving of 10,000+ hours/year (10 FTEs) and increasing productivity company-wide.
* Designed and implemented Resource Governance Committee to provide guidance for resource allocation among various competing initiatives.
* Developed multi-year Program Management department restructure and refactoring. Included implementation of dynamic project management methodologies based on proposed solution.
* Managed, initiated and directed RFP process to outsourced $1B constrained fixed income portfolio to asset manager. Led senior management group in due diligence to determine asset manager and present recommendations to executive management and board of directors. Managed onboarding of third party asset manager, including all technical interfaces through entire contract life cycle.
Summary
* Developed, staffed, and directed multiple departments, including business analyst, data management, and professional services departments.
* Partnered with Technology, Business Analysts, and other professional staff to build and enhance applications used to support Investment Management division.
Software Engineer/Business Systems Analyst, Securities Division (2000 – 2005)
Identified and documented business, functional, and technical software development specifications. Planned and managed technical projects. Handled quality assurance system testing.
EDUCATION
MBA, University of California – Irvine, Irvine, CA
BSBA, Accounting, University of Louisville, Louisville, KY
Professional Development Training:
Leadership Development Program, Center for Creative Leadership