Dave Wallace, Ph.D., PSM Dedicated to Driving Transformative Change

Bronx, NY 10469 347-***-**** ad2y9u@r.postjobfree.com

Qualifications for:

Agile Enterprise Coach

Highly Accomplished IT Leader who expertly directs project, program, and process initiatives to deliver results that align with a company’s mission, vision, and values, and who offers 15+ years’ experience in software development with a proven specialization in Oracle relational database and Human Computer Interaction.

Influential Self-Starter who coaches Agile teams across business and technology sectors, and who demonstrates expertise in spearheading multiple large-scale Agile transformation programs with a solid understanding of the impact of Agile framework in maximizing business value and efficiency.

Visionary Professional who champions profitable relationships with such high-profile clients as Morgan Stanley; JP Morgan; Standard & Poor’s (S&P); Donaldson, Lufkin & Jenrette; Credit Suisse; Blackstone Securities; and MBIA, and who has taught thousands of employees about organizational change and cybersecurity threats and financial regulatory rules.

Top Performer who thrives in rapidly evolving, high-pressure scenarios to apply and / or improve principles, methods, and tools that optimize success, and who facilitates short- and long-term, cost-reducing, and process-boosting strategies with a continued focus as a “big picture” thinker.

Professional Experience

Opensource Systems, Inc. New York, NY

Cigna HealthCare

Enterprise Agile Coach Oct 2022 – Present

Transformed teams’ project management mindset to Agile by implementing hands-on training to enable expedited Agile delivery. Created a work input system in-sync with product backlog for the department. Implemented processes to identify and address cross-teams’ impediments.

Coached new teams on how to perform key Agile ceremonies (e.g., planning sessions, retrospectives, Daily Stand-Ups (Scrum Call), Sprint Review, Agile artifact use). Used metrics, interviews, and observations to identify areas for improvement for 25 agile teams. Prepared and presented agile coaching plans to leadership to improve predictability, identified and resolved team-centric obstacles.

Provide Agile coaching, leadership and training for project and product teams across a range of business departments and workstreams.

Conducted evaluation and assessments of agile teams and release trains using Cigna Agile Maturity model with goal of highlighting and surfacing areas for improvement and growth.

Coached and trained scrum masters, product owners, product managers and executives to guide them on principles and mechanics of Lean and Agile methods to achieve optimal team and organizational effectiveness.

Collaborated with other coaches to build an organization-wide knowledge base of Cigna-specific agile practices based on SAFe and delivered customized training to scrum masters, product owners and teams.

Developed Dependency Management plans including implementation roadmap to identify, address and reduce inter-team dependencies to optimize flow.

Developed Coaching plans and roadmaps including current state analysis, future state recommendations, implementation guidance and training plan to identify most important impediments and create an actionable plan to address them.

Mitchell Martin, Inc. New York, NY

Blackstone Financial Corporation

Senior Agile Coach Oct 2021 – Jun 2022

Capitalized on the opportunity to influence the Blackstone transformation from a project management-based approach to an Agile approach within a geographically dispersed BXTI group. Taught Product Owners the art of establishing, operating, and maintaining a healthy product backlog.

Transformed teams’ project management mindset to Agile by implementing hands-on training to enable expedited Agile delivery. Created a work input system in-sync with product backlog for the department. Implemented a process to identify and address cross-teams’ impediments.

Coached new teams on how to perform key Agile ceremonies (e.g., planning sessions, retrospectives, Daily Stand-Ups (Scrum Call), Sprint Review, Agile artifact use). Involved in creating an Agile Release Train (ART) management system for multi-workstreams teams. Identified and resolved team-centric obstacles.

Expertly transformed 50 teams to Agile Scrum frameworks.

Promote a continuous learning environment assisting teams to inspect & adapt.

Used quantitative and qualitative assessment methods to identify areas of improvements for over 50 teams.

Wrote 400+ Jira jQuery Scripts to discern quantitative view of team functioning.

Served on a team testing and establishing practices and principles for Agile for BXTI.

Achieved 100% velocity increase by coaching team on Agile processes and structuring.

Reduced existing structural procedure inefficiencies for an enhanced Agile experience.

Trained, coached, and mentored Scrum Masters, Product Owners, Product Managers, Project Managers, regarding the Agile framework.

Facilitated patch management meetings to ensure company compliance.

Aptask New York, NY

Morgan Stanley Securities Corporation

Agile Coach (Cybersecurity) Sept 2018 – July 2021

Led Morgan Stanley’s transformation from a traditional project management approach to an Agile approach in a geographically dispersed elite Cybersecurity Fusion Group. Involved with Authentication & Authorization, including Active Directory, PKI and HSMs. Served as one of five (5) Center of Excellence (COE) members tasked with implementing Agile throughout the Group.

Supported Product Owner with prioritizing infrastructure backlog items, along with influencing team member engagement in retrospective meetings to facilitate improvements. Led hands-on coaching of teams on planning sessions, daily stand-ups, and use of Agile artifacts (e.g., backlogs).

Oversaw the installation of new Thales Luna HSMs in company's global Datacenters.

Facilitated the resolution of security incidents and the coordination of operational response.

Coordinated the development and maintenance of security standards, guidance, and playbooks.

Oversaw the firm-wide Data at Rest encryption project.

Coordinated bi-weekly patch management meetings to mitigate potential vulnerabilities.

Personally trained, coached, and mentored Fleets over 100 Scrum Masters and Product Owners.

Successfully led weekly Lean coffee workshops for 500+ workers on average.

Engaged with Agile teams to coach them on a journey of adoption over three (3) months.

Emphasized a shift in the work-related focus of 1,000+ department engineers, as well as the success of Cybersecurity group transformation to implement an Agile transformational approach to 4,000+ companywide Agile teams (known as @Scale).

Served as member of Agile Center of Excellence (COE) tasked with recommending, testing, and establishing organizational practices and Agile principles for @Scale.

Enabled teams to realize mission and deliver on KPIs to resolve or escalate potential blockers (e.g., resource constraints, skill gaps) that inhibit team-centric work excellence.

Dave Wallace, Ph.D., PSM 347-***-**** Page Two

Gartner, Inc. Stamford, CT

Scrum Master Oracle Consultant Mar 2018 - Sept 2018

Strategically steered department-wide Agile Scrum framework initiatives, including sponsoring adaptation of Scrum outside of Sales & Service Delivery department. Served as a valuable member of a team developing numerous Oracle software for data migration from Salesforce to Siebel CRM.

Mentored Scrum team on optimal operations within an Agile Scrum framework, along with collaborating with Scrum Masters to boost effectiveness of application in the organization. Drafted Master Scripts to integrate customer software into development, test, and production environments.

Architected Oracle PL / SQL solutions to migrate CRM-related data to Oracle Seibel 17.0, used anonymous block and Oracle to process and scheduled hundreds of jobs, and migrated Opportunities, Activities, Contacts and Accounts data from Salesforce to Siebel CRM.

Seamlessly led the migration of $360-million worth of business data and information of 5,000 prospects’ information from Salesforce to Siebel CRM.

Engineered 100+ PL / SQL Packages, Procedures, Functions, and 50 Materialize Views and numerous Master Scripts to run in Jenkins (Continuous Integration tool) to achieve the department’s data migration and reporting goals.

StockKings Holdings New York, NY

Scrum Master Coach Mar 2015 – Mar 2018

Spearheaded team-oriented initiatives focused on adhering to Agile values and principles in compliance with processes and practices that Scrum Guide dictates for effective implementation of the Agile Scrum methodology. Continually coached and led the organization in Scrum adoption.

Assessed, analyzed, tracked, and reported Agile state of development teams using Agile Maturity Model. Led product development teams that use the Agile development framework, and applied methodology to establish DoD, Story Point Estimation techniques, and technical design planning.

Enforced rule of Sprint Review at end of Sprint to inspect increments and adapt product backlog, as necessary. Shielded Scrum team from outside distractions and / or interferences. Promoted collaborations during daily Scrums and built a consensus for achievement during a specific period.

Wrote Agile teaching documents for the entire company.

Collaborated with Scrum Masters to boost application effectiveness of Scrum.

Coached, mentored, and advised technology, business, support, and management teams on Agile values, principles, methodology, framework, and quality practices.

Verizon Communications New York, NY

Senior Business Analyst Scrum Master 2015

Directed results-focused consulting initiatives by strictly employing the rules of Scrum, including collaborating with Product Owner (PO) to hone product backlog items, as well as working with a dynamic development team to employ the Scrum methodology and / or remove impediments.

Enforced the Scrum rule of conducting Sprint Planning, Daily Scrum, Sprint Review, and Retrospective meetings with team throughout release of product increments. Led Sprint Planning meetings to define Definition of Done (DoD). Ensured Daily Scrum meetings aligned with guidelines.

Demonstrated proven technical writing skills, including drafting Business Requirement Documents (BRD), Functional Specification Documents (FSD), and Functional Requirement Documents (FRD) for multiple projects. Participated in client meetings to clarify specs and requirements.

Met with the business community at large to disseminate how Agile Scrum works.

Successfully managed Sprint planning (two-week Sprints) using Agile methodology.

Studied business process (ASIS) of client corporations to suggest key improvements.

Recognized as the “go-to” Subject Matter Expert (SME) during business process change.

JP Morgan Chase Wilmington, DE

Senior Oracle Analyst Scrum Master 2013 – 2014

Delivered excellence in the production of Terada TPT scripts for business, Oracle packages, and database-related objects for Finance Department’s DACOE team, including efficiently defining and documenting functional business specifications and test development / environment requirements.

Skillfully implemented Scrum rule of conducting Sprint Planning, Daily Scrum, Sprint Review, and Retrospective meetings with the Scrum team throughout the release of product increments, along with removing impediments for optimized workflow. Used Agile methodology to manage planning.

Dave Wallace, Ph.D., PSM 347-***-**** Page Three

JP Morgan Chase

Senior Business Analyst Scrum Master (continued)

Consistently improved transparency and streamlined communications.

Created multiple Functional Specification Documents (FSD) for the project.

Utilized Jira to manage user stories, Product Backlog and Roadmap, for multiple key projects.

Educated Product Owners with respect to refinement and managing product backlog.

Collaborated with Scrum Master to prioritize Product Backlog and meet deadlines.

Continually optimized productivity by shielding Scrum Team from outside interferences.

Horizon Blue Cross Blue Shield Healthcare Newark, NJ

Senior Oracle Consultant 2013

Expertly designed Oracle PL / SQL packages and procedures for a Provider Network Organizations Project. Collaborated with technical teams to design packages for data management, queries, and reporting. Managed ETL programs that transferred data from key sources to the DataMart.

Wrote detailed technical documentation for Retro Bill invoice process.

Revised Timesheet Sign package to account for customers’ change requests.

Built stakeholder relationships involving clients and other IT application teams.

Reengineered Customer Alias package to add or not add zeros per specific conditions.

Cigna Healthcare Hartford, CT

Senior Oracle Consultant 2012

Played a vital role in securing requirements for new Oracle system functionalities that met the needs of the Clarity Project Portfolio Management project. Comprehensively constructed best practice documents and procedures for the Clarity PPM business community to align with goals.

Wrote department-wide PL / SQL codes standard documentation.

Created PL / SQL packages and procedure skeletons for programmers’ use.

Liaised among peers to understand business requirements and offer service solutions.

Senior Oracle Consultant / Scrum Master MBIA Financial, White Plains, NY 2011 – 2012

Oracle Software Engineer SAIC, Orlando, FL 2009 – 2011

Data Analyst Standard & Poor’s Security Corporation, New York, NY 1999 – 2001

Compliance Analyst Donaldson, Lufkin & Jenrette Security Corporation, New York, NY 1997 – 1999

Technical Summary

Databases: Oracle 7x / 9 / 9i / 10g / 11g / 12c Microsoft SQL Server 13 PostgreSQL 9.5

Database Tools: SQL*Plus SQL*Net Microsoft Query OBIEE 11g TOAD 9.7

SQL Navigator 7.3 SQL Developer 17.3.1 PL / SQL Developer 11

Applications: Oracle 11i / R12 Applications AWS SharePoint

Quality Center (HP) TFS Microsoft Project 2013

Siebel Jira 6.1.7 Confluence Financial Technical Specifications

Development: Oracle Developer 2000 Form Builder v4.5 / 6.0 Report Builder v6 / 9i

Education & Professional Development

Ph.D., Information Technology (Emphasis in Online Education) Capella University

Post-Masters Certification, Adult Education Capella University

M.S., Management Information Systems (Masters) Strayer University

B.S., Finance Manhattan College

B.S., Computer Information Systems Manhattan College

A.A., Business Administration Monroe College

Professional Scrum Master (PSM 1) Certified Agile Coach

SAFe 6.0 SPC Certification

Oracle Report Developer Certification

Oracle PL / SQL Developer / Programmer Certification

Oracle Developer / Programmer (Oracle Reports 9i) Certification

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