RONALD F. STEVENSON

*** ******* ****, ********* ** email: ad3coe@r.postjobfree.com Profile: http://www.linkedin.com/in/ronaldstevenson

SUMMARY

Project Manager/Certified Scrummaster with a record of managing diverse financial product and service portfolios, including Life Insurance, Annuities, and Wealth Management platforms, leading successful projects and scrum teams to deliver multiple releases.

Lead multiple projects through SDLC to completion

SAFe Agile Leadership, Scrum ceremonies, reporting

Coordinate multiple stakeholders/interdependencies

Cross Functional Matrix Team Leader, Influencer

Wealth Management, Annuity, Insurance, Equities

International, multicultural background

PROFESSIONAL EXPERIENCE

SYNECHRON – Contract through Orgspire to TransAmerica Piscattaway, NJ - Project Manager / Scrumaster - 1/23- 5/23

Developed the platform for Retirement products & services, Asset Management, Risk Management

Led multiple projects for PMO, establishing project plans, goals, milestones, reporting, successful completion.

Managed Financial Tech scrum teams in Agile and Waterfall environments in a SAFe Agile organization.

Helped define new reporting and work processes through JIRA, PPM; JQL, SQL.

INFOSYS – Merrill Lynch, Hopewell, NJ / DTCC, Jersey City, NJ - Project Manager / Scrummaster - 7/17 – 12/22

Successfully managed from inception to completion an enterprise-wide Middleware framework for files and messaging.

Managed and delivered multiple large and small IT projects through the SDLC in Waterfall, Agile and Hybrid working models.

Delivered multiple release projects across interdependent applications, establishing new enterprise standards for messaging.

Managed Agile development Scrum teams in Wealth Management systems & applications development.

Experienced in Waterfall and Agile, SAFe Agile, transition to Agile and adaptation of new governance standards and processes.

SE2 (Security Benefit), Bridgewater, NJ - Project Manager - 12/16 – 6/17

Provide Project Management expertise for software support projects of internal and external customers in Agile and Waterfall environments for leading Financial Services firms specializing in Annuities, Insurance and Equities.

Managed diverse projects for multiple financial clients, interacting with all levels of associates to meet business needs.

Projects included Risk Management, Asset Management programs and Marketing review.

Requirement gathering, documenting, mapping business processes, SQL development of variety of life and annuity systems.

MERRILL LYNCH, Hopewell, NJ - Project Manager/ Compliance Consultant - 6/15 – 12/16

Review Global Wealth Investment Management client-facing and internal sales practice communications for compliance with industry and FINRA regulations, and firm policies and procedures.

Provided compliance-related review and guidance to marketing and product for life insurance, annuities, investments.

Worked in Agile environment with systems including Marketing Review Center, Regulatory Inventory Tool, and Operational Risk and Compliance Integrated Technology Program.

SCOTTRADE INC, Nutley, NJ - Investment Consultant - 10/12 – 9/14

Marketed, established and maintained retirement and investment accounts. Executed all aspects of account maintenance including trade execution, consumer education, CRM marketing, and customer acquisition strategies and tactics.

Developed and executed consumer service and marketing strategies and tactics for Equities, Annuities and Mutual Funds.

Employed CRM marketing and service strategies to increase share of wallet of retirement and investment products.

METLIFE, Bridgewater, NJ - Project Manager/Marketing Research and Strategy Advisor - 08/11– 03/12

Developed strategies and tactics to define and implement a service brand and marketing strategy for MetLife Group Benefits across a diverse range of products, channels, media and markets.

Developed consumer, market and competitor research on product and service capabilities, practices and marketing.

Delivered recommendations for go-to-market service brand strategies by product, channel, market and audience.

PNC BANK, Pittsburgh, PA - Program & Project Manager/Marketing Vice President - 3/10 –7/11

Led an integrated, multi-channel program for acquisition and growth of customer segments, coordinating across lines of business to support initiatives and customer base, driving profitable sales. Strategic business case development, goal setting, P&L, program tracking, direction and development of internal and external resources, agencies, advertising, communications.

Exceeded 100% of household acquisition and engagement year over year goals.

Transitioned from brand awareness to tactical program implementation for customer acquisition and engagement.

Launched marketing of assigned segments in the Midwest market through the National City acquisition and conversion.

RONALD F. STEVENSON, CLU ad3coe@r.postjobfree.com PAGE TWO

METLIFE, Johnstown, PA - Compliance Consultant- 7/07 – 3/10

Advanced Markets Unit Registered General Principal, resolving complex Market Compliance cases across multiple channels. Cross function coordination with Special Investigations, Legal, Regulatory, Suitability Oversight and Field Offices.

Resolved sensitive and high profile compliance inquiries, responding to regulatory agency inquiries, protecting company against risk of legal or regulatory sanctions, financial loss, and loss to reputation.

Retirement and annuity product specialist, training associates in life, investment, retirement and wealth management.

PRUDENTIAL FINANCIAL, Harrisburg, PA - Manager, Agency Training- 9/06 – 7/07

Developed and delivered training programs for agency sales force. Marketing and product specialist, developing target marketing programs, campaigns and promotions. Case advisor, developing presentations and tools, and accompanying producers on sales calls. Field supervision, suitability oversight and call clinic management.

Developed and implemented training strategically aligned with key business goals to revitalize restructured agency.

Instrumental in development of a new agent field force, contributing to significant increase in agency production.

SAMSUNG INSURANCE, Seoul, Korea - General Manager, Project Manager Channel Marketing - 9/02 – 9/06

Directed multi-channel marketing strategies for Korea’s leading financial services company.

Developed online Wealth Management financial planning system, better targeting sales to customer needs.

Revamped, retooled and retrained Korea’s largest Financial Consultant Channel.

Introduced nation’s first Variable Annuity and Life product lines across channels, propelling a 20% production increase.

AMERICAN SKANDIA, Stamford, CT US - National Marketing Director - 6/2000 – 6/2001

Member of Leadership Council with P&L responsibility for $1.7MM budget. Managed staff and agencies, planned and managed strategic direction of VLI Marketing for multiple distribution channels. Directed new product regulatory approval.

Introduced and propelled Single Premium Variable Life to market share leadership (#2.)

Developed investment and advanced planning oriented marketing collateral, communications and C.E. Symposiums.

AXA FINANCIAL, New York, NY - Marketing Director - 11/1999 – 5/2000

Developed Variable Life Insurance and Annuities product marketing strategies and tools for multiple sales channels, including broker/dealer.

Realized cost efficiencies by merging collateral needs of agency, brokerage and wire house channels.

EDUCATION

MS, Systems Management Courses – University of Southern California, Overseas Division, Korea

Bachelor of Arts, English, Psychology – State University of New York, Albany, NY

LICENSES AND SKILLS

Certified Scrummaster, Scrum Alliance, SAFe Scrum Master Training: Expertise and experience leading successful Agile teams

Project Management: Requirement gathering, documenting, mapping business processes.

Financial Sector Expertise: Wealth Management, Insurance Domain, Asset Management and Market Risk review.

Financial Product expertise: Annuities, Insurance, Equities, Mutual Funds, Health Insurance,

Software/ Systems Proficiency: MS Word, Excel, SQL, JQL, Visio, MS Project, PowerPoint, SharePoint, JIRA, Rally, MCS, LifeCAD Project Management and Forecasting programs.

International and Multicultural Background: Bilingual Korean, Written Chinese.

Compliance: Ensure regulatory compliance and develop systems for a full range of financial products.

Registrations I have held: FINRA Series 7, 6, 63, 24, Life, Health & Accident. P&C

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