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Manager Front Office

Hollywood, FL
March 16, 2020

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Professional Summary:

Program/Project & Release Manager, Certified Scrum Master & Agile Coach, with over 20 years of proven IT leadership experience with a track record of implementing cost effective, high performance technology and business solutions to improve asset performance, operational efficiencies and reduce expenses within policies and regulations.


Bank of America, New York City, NY & Jersey City, NJ 11/19 – Present

Program/Release Manager for Public Cloud (Azure)

oCompleted Implementation of Bank’s Secret Vault (HashiCorp) solution on on-premises data center and complete Infrastructure (“Inventory”) as a part of bank’s Public Cloud landscape (MS Azure)

oPart of Agile Initiative to ‘Prepare the bank to be leader in robust and compliant integration with the public cloud model infrastructure and application services”

oPart of the Management Team responsible for Security Architecture, Cyber Security, Infrastructure and Solutions Architecture for DEV, QA/UAT, PROD lanes

oSetup Production Support using Public Cloud Infrastructure

oProvided documentation for Permit to Operate (PTO)

oDeveloped Test Plan, Operation’s Runbook and Release Process (XLR tool, JIRA)

oSet up Incident Management (BMC REMEDY tool)

oCreated and Provided High Level Status and Risk/Issues for Senior Management

Fiserv & First Data, NJ 01/19 – 11/19

Agile Coach, IT Manager

oAgile Coach for several Portfolio, Program and Delivery Teams for external and internal applications for Public and Private Cloud (AWS and Azure)

oWorked with high level Executives (Portfolio and above level) on Agile implementation with focus on ‘Value Streams’ (incl Funding) and ‘Business with Technology from Day One’ efforts, in the context for several enterprise mergers (US Bank and First Data)

oCoached 300+ team members (on-shore, off-shore) at any time

oTook over and enhanced Agile Framework from previous vendor (Leading Agile)

oTrained users on VersionOne and JIRA tools

oCreated and Provided High Level Status and Risk/Issues for Senior Management

oBuilt over 20 Teams (Portfolio, Program and Delivery Teams)

oResponsible for Process Improvements & Strategic Planning on a Program Level (“Business & Technology Day One”)

Jefferies LL, New York City, NY 07/18 – 12/18

Program Manager

oInvestment Banking (Advisory – IPO, Debt, Equity, Convertibles & Securities – Trading, Sales across Fixed Income, Equity and Research) with Data Quality focus and CRM (Salesforce) implementation

oProvide full PMO updates (Score Cards, Project Plans, Status Reports, Budgeting, Multi-channel Distribution, Management Consulting, Program Management, Digital Strategy), across multiple Teams, Reporting Decks and Workstreams

oUtilized Agile (Scrum) Scrum practices to help the team increase their velocity

oFacilitated Release Planning, Sprint Planning, Backlog Grooming, and Retrospective meetings for Reporting, Business Intelligence, Machine Learning Models and Data Quality Teams

oRemoved team impediments on a daily basis to allow the team to deliver the sprint goals and deliverables.

oFacilitated team and cross-team Retrospectives to build good working relationships among the 5 Agile (Scrum) teams across 2 countries

oCollaborated with members of the Product, Business and Engineering Teams to develop and maintain Product Backlogs on 21 projects

Agile Coach/Scrum Master

oManaged & Led/Coached multiple Agile (Scrum) Teams on 20+ projects (cross LOB’s and Departments), Teams were cross-functional and cross -components

oCoached/Mentored a cross functional team of 20 resources to deliver quality products for Machine Learning Artificial Intelligence systems for Trade Propensity, Directionality to Trade and Investment Style using Readership, Holdings, Risk and many other factors on the Client and Contact level including Bio-Tech Follow-on Model

oImplemented Agile (Scrum) Scrum Methodology (JIRA, Confluence) throughout the organization to improve communications between Development, Product Management, and Business; to provide more transparency across the 3 departments (Fixed Income, Equities, Investment Banking); and to obtain great business value with short turnarounds


Delivered first Artificial Intelligence – Machine Learning to Traders and Research Groups

Bayview Asset Management, Miami FL 05/17-07/18

Consultant Business (Agile-Lean)/Technical Analyst

oManaged & Led Agile (Scrum, Kanban) Teams in multiple Departments (Foreclosure, Bankruptcy and Business QA)

oManaged & Led Data Governance & Data Quality (with Collibra) and Analysis of a footprint and usage of about 10,000 reports for the purpose of significantly scaling down and optimize the entire corporate reporting and analytics. Implemented in Tableau

oManaged & Led Migration of legacy CRM system into a new product. Implemented in Tableau

oManaged & Led Implementation of various projects using Agile (Scrum, Kanban) Process (including various performance metrics) for Pre-Foreclosure, Foreclosure and Bankruptcy Loan Processing, including Timelines, Costs and Employee Performance Metrics for Government and non-Government Loans. Implemented in Tableau

oStreamlining/Performance KPI’s for about $50,000,000 of Loan Cost Processing. Implemented in Tableau


Identified how to reduce 1000’s of Reports into 10 Dashboards (over 90% reduction)

HSBC (Private Banking)–New York City, NY 05/05-04/17

Project/Program Manager/Scrum Master, Business/Technical Analyst (Hybrid Cloud AWS)

oManaged & Led multiple Waterfall and Agile (Scrum) Teams across US, EU and Asia

oManaged & Led Implementation of regulatory requirements (AML, Tax Transparency, FATCA)

oManaged & Led Implementation of Various Wealth Management projects – US & EU

oManaged & Led Development of Tableau based products (Front Office) for various Business Intelligence (BI) analysis – Platforms Landscape, Data Dictionary Dashboards (over 130k DB fields)

oUsing Collibra, mapped several Data Center’s DB’s including lineage definitions.

oManaged & Led (hands-on) Big Data - Using Business intelligence (via Tableau) & Collibra assigning meta-data to every field (DB, File, Message) for every data location in the world (World Wide Data) Is being used for various purposes including data consolidation, data masking, regulatory projects, detection of data type and size mismatch and creation of Data Lakes

oManaged & Led Global Change – part of the HSBC Globalization Program, mostly focused and global data location (Data Landscape)

Agile Coach

oTrained and Coached over 150 team members on Agile (Scrum) for a single client


Trained and Coached over 150 team members on Agile (Scrum) for a single client

Bunge (Commodity Trading), White Plains, NY 10/05-04/11

Program/Project Manager/Scrum Master

Planned and executed of reports and Business Intelligence (BI) implemented via Oracle/Hyperion Multidimensional Database (Cube, OLAP) using Tableau (BI and Reporting) application as a front end (client server and web based) Data stored in the outside (vendor) data warehouse

Managed & Led implementation for Front Office systems for Traders (contracts), Execution (invoicing) and Finance Department (receive payments) Rather large systems with billions of dollars to be reconciled monthly

Responsible for implementation and production rollout for commodity trading positions systems worldwide Locations included North America, South America, Europe and Far East

Managed & Led deployment, UAT and production support to various worldwide locations, including US, Europe and South America


Delivered conversion of 800 Reports to 20 Dashboards for Commodity Research Group

OTHER REVELENT EXPERIENCE: Technical Project Manager, JPMC Bank One Dec 2004 – Oct 2005; Senior Project Manager, RSI (Burger King Corp Oct 2001 – Dec 2004; Project Manager, TRADE.COM GLOBAL MARKETS, INC Oct 2000 – Oct 2001; Technical Lead, Jul 2000 – Oct 2000; Technical Leader, INTERNET TRADING TECHNOLOGIES INC Mar 2000 – Jul 2000


Bachelor of Computer Science, Brno Institute of Technology, Czech Republic; North Eastern University, MA;


Scrum Master, PMP (pending);

LEADERSHIP SKILLS: Clear Vision; Utilize Strengths; Passion; Definite Goals and Concrete Actions; Positive Attitude; Motivation; Learn from failures; Education and Improvements

PROJECT MANAGEMENT: Project Charters, Business/Functional and Technical Requirements, Architectural Design Meetings and Artifacts, Project Plans, Assignments, Monitoring, Status Reporting, Scope Management, Prioritization, Change Control, Change Management, Vendor Management, UX Design/Workshops, Project Budgets, Steering Committee Meetings, Sign-offs, Defect Management, Operational Readiness

AGILE: Facilitate meetings (daily scrum, sprint planning, sprint demo and retrospective); shielding the team; Conflict resolutions; Coaching Agile practices; Tight grip on Agile Estimating and planning; Forecasting; Removing impediments; Creating communication channel (team, Product owner, stakeholder); Servant leader; Enforcing Rules; Facilitating/coaching big-picture exercises like Value Stream Mapping, Opportunity Canvas, Story Map, Journey Mapping

TECHNICAL SKILLS: Project Management, Frameworks, Vendors, Budget, Change Management, Client Management, Conflict Management, Agile (Scrum) Methodologies, Relationship Building, Azure, Cloud, Digital, Business Intelligence (BI), Customer Intelligence (CI), Cyber Security, Business Process, DevOps, Digital, Business Requirements, C++, Fintech, Java, XML, Data Governance, DB2, Oracle, Hyperion, SQL Server, E-commerce, Excellent Analytics (multi-dimensional), IBM RTC/RAD, Integration, Migration, Data Center, JIRA, MS Office Suite (MS Word, Excel, MS Project, Visio, PowerPoint), Oracle Financials, PEGA, Performance and scalability optimization, PMO, EPMO, SDCL, UAT, SharePoint, Clarity, ServiceNow, SLA’s, SQL, Stakeholders communications, Tableau & Collibra, Web Services, Documenting, Life Cycle, Time Management, Software Development, Project Documentation, Cloud and Distributed Computing, Statistical Analysis and Data Mining, Middleware and Integration Software, Web Architecture and Development Framework, User Interface Design, Software Revision Control Systems, Data Presentation, SEO/SEM Marketing, Mobile Development, Network and Information Security, Engagement, Brand, Consulting, Proposal, Ecommerce, Sales


Communicating (Presenting Ideas)

Coordinating (Scheduling, Recording, Cataloging)

Developing People (Coaching, Teaching, Developing, Motivating, Team Building, Training)

Financial Management (Analyzing Budgets, Budgeting, Financial Planning)

Managing Data (Assessing Quality, Measuring, Setting Standards, Taking Inventory, Managing Information, Gathering Data)

Managing/Directing (Developing Procedures and Systems, Implementing, Interpreting Policy, Managing Details Managing People, Managing Tasks, Problem Solving, Project Managing)

Organizing (Administering, Categorizing, developing work plans, Setting Priorities, Assigning, Projecting)

Planning (Analyzing, Designing, developing strategy, Researching, Reviewing, Strategizing)

Serving (Responding Promptly)

Technical Skills (Designing, Programing, Tooling, Designing Systems, Developing Products)

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