Professional Summary:

Program/Project & Release Manager and Coach, Certified Scrum Master & Enterprise SAFe Project Manager, 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. Expert, very hands on, in Tableau, 15 years’ experience plus all sides of Business Intelligence/Data Analytics and data warehouse concepts. Specialize from migration of legacy data into modern Dashboard (Tableau), heavy focus on Data Governance and Data Quality. Experience in both Amazon and Microsoft cloud. Worked with several large Broker-Dealers: Charles Schwab, Fidelity, and Bank of America/Merrill Lynch and HSBC Trading. Experience with several Merges and Acquisitions at Fiserv and HSBC.

Experience:

Bank of America 7/22-present

Project Manager

oLead & Coach 6 Teams, about 80 people from US, EU, Asia; About $3,000,000 Annual Initiatives

oCurrent level of Agile Maturity Low, goal is to increase to High; Lead 6 Teams as an RTE

oDeveloped Tableau based full Information system for the entire Program, using Business Intelligence instead of legacy reporting. High Focus and Data Quality across all Teams.

Davidson Trading Corp

(Private Company, partnership with Marcol Data Company) 4/20-6/22

•Project Manager, Business Intelligence

oLeading and managing all aspects for private Day Trading System; Off-shore development team for scanners, chat rooms, trading system; AWS and Azure Cloud based technology. Using Scrum and Kanban

Credit Suisse, Raleigh, NC & Remote 4/21 – 7/21

Project Manager, Cloud Implementation & Agile Coach

oLeading & Coaching about 20 Teams for Public Cloud Program; Transformation of Waterfall to Agile (Jira based), mostly Scrum but some Kanban; Working on Executive Director to Delivery Teams Level

oSet up new Structure for Epic-Feature-Story for the entire Program. Migration of Datawarehouse to a cloud.

Bank of America, New York City, NY & Jersey City, NJ & Remote 11/19 – 3/20

Project Manager, Release Manager

oCompleted Implementation of Bank’s Secret Vault (HashiCorp) solution on on-premises data center; Part 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; Provided documentation for Permit to Operate (PTO)

oDeveloped Test Plan, Operation’s Runbook and Release Process (XLR tool, JIRA); Set up Incident Management (BMC REMEDY tool) and Agile KPIs

Fiserv & First Data, NJ 01/19 – 11/19

Project Manager

oProject Manager for several Portfolio, Program and Delivery Teams for external and internal applications

oAcquisition of First Data

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), KPIs for

oManaged 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

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

Project Manager/Scrum Master

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

oManaged/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, KPI (Agile and non-Agile) with focus on Market and Credit risk.

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

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

Consultant Business (Agile-Lean)/Technical Analyst

Accomplishments:

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

HSBC (Private Banking)–New York City, NY 05/11-04/17

Project Manager

Accomplishments:

Trained and Managed 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

Accomplishments:

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

Education:

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

Certifications:

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

BUSINESS SKILLS

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)

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