Technical Project Manager

ALAN H. ROSENBAUM

San Francisco, CA 415-***-**** *********.****@*****.*** www.linkedin.com/in/alanrosenbaummba IT LEADER AND TECHNICAL PROJECT MANAGER

Technical Project Manager in regulated industries such as brokerage & banking, cybersecurity, and healthcare. Focuses on early risk identification and mitigation for more flexible planning ahead of milestones and releases. Handles challenging issues such as conflict resolution sensitively. Tailors information appropriately for different leadership levels in the organization. Seasoned implementer of cloud infrastructure, ERP, commerce, and manufacturing systems as well as custom software projects. Experienced Jira and NetSuite System Administrator. Passionate about Agile/scrum, Kanban, and iterative project methodology. Managed multi-year projects, with organizations of 10,000+ users across offshore, external contractors and vendors. EXPERIENCE

BLACKPOINT CYBER, Denver, CO

Technical Project Manager Oct 2023-present

Managed projects for new features and services and developed business intelligence and process improvement metrics.

Managed delivery of new products such as Dark Web Scanning and Threat Assessment Reporting.

Managed implementation and delivery of a Unified Endpoint Agent architecture.

Technology stack: TypeScript, Golang, Github, AWS, Azure, ChaosSearch, Elastic Search, Kubernetes, Grafana, Datadog.

Implemented custom workflows and automations in Jira to guide sprint and planning processes via defaults and templates.

Built and managed Jira advanced roadmaps and dashboards as well as Confluence templates.

Onboarded/offboarded engineering staff in Atlassian and Github.

Supported rollouts of Zendesk and Jellyfish.

Integrated Aha with Jira and enabled idea submission boards. Established the organization’s strategic Objective & Key Results process in Aha.

BOUNTY HUNTER RARE WINE AND SPIRITS, Napa, CA

Sr. Manager of Information Technology Sep 2021-Oct 2023 Responsible for architecture, implementation, and support for IT applications and infrastructure, including web commerce, ERP, warehouse/logistics, office productivity, network, security, videoconferencing, and telephony.

Drove architecture and strategy for integration and customization of purchased applications and systems.

Managed vendor relationships with Oracle/NetSuite, Salesforce, Celigo, and credit card processors.

Upgraded website to native NetSuite SuiteCommerce Advanced functionality.

Administered and supported NetSuite ERP, SuiteCommerce Advanced Web Commerce, SuiteCommerce InStore Point of Sale, Warehouse Management System, Salesforce Cloud & Marketing Cloud, and Celigo (integrator.io and CloudExtend).

Replaced end-of-life hardware with SonicWall and Ubiquiti gateways and switches at multiple locations. Used Ubiquiti’s Unifi Console to monitor network performance and identify issues across all locations.

Implemented and launched Toast Point of Sale system in the company’s restaurants.

Setup, launched, and trained users in Agile project management methodology using Atlassian/Jira tools.

Global Administrator for Microsoft 365, 8x8, and Teams productivity and collaboration tools. FIRST REPUBLIC BANK, San Francisco, CA

Sr. Technical Project Manager, Program Management Office Feb 2018-Sep 2021 Leads projects with cross-enterprise impact, acting in both a project management and Agile scrum master role.

Managed rollout of M365 organization-wide, including migration to Exchange Online, Intune & Mobile Outlook, Microsoft Teams, SharePoint Online, OneDrive, and Office 365. Replaced outdated on-prem infrastructure with Microsoft Azure & Office 365 SaaS/PaaS tenants. Upgraded network infrastructure with Cisco Meraki products as well as voice/videoconferencing with interoperability for both conference rooms and individual workstations.

Managed build out of a Salesforce CRM platform integrated with Skience for account opening and other business workflows in Private Wealth Management. Backlogs and bi-weekly sprint cycles managed in Jira following Agile methodology. Worked with Product Owners and Technical Leads to groom user stories with clear acceptance criteria. Managed dependencies between the front-end user interface and back-end data hub teams.

Implemented Nuvolo’s Facilities Management solution within ServiceNow infrastructure.

Led a compliance effort to standardize SQL Server and Oracle DB builds based on CIS Benchmarks. Alan Rosenbaum Page Two

CHARLES SCHWAB & CO., INC., San Francisco, CA

Technical Project Director, Messaging Engineering & Schwab Advisor Center Jan 2012 – Sep 2017 Led and owned projects with cross-enterprise dependencies, complex requirements, and significant financial impact

Led implementations of Single-Sign on functionality, online Pledged Asset Lines, Institutional Intelligent Portfolios (automated “robo” investing) and Aggregate Margin brokerage accounts for the firm’s Registered Investment Advisor segment, resulting in significant new revenues, new assets brought into the firm, and competitive advantage in the advisor segment where Schwab leads in market share.

Led infrastructure projects for java and .NET platforms, asynchronous pub/sub messaging, web services bus, and enterprise caching infrastructure to replace the firm's Fixed Income Security Master.

Managed financials for multi-million-dollar enterprise projects. Managed offshore vendors, including work order/contract negotiation, recruitment/screening, and resource planning/management. Managing Director, Enterprise Service Bus Jan 2010 - Jan 2012 Maintained high availability and provided technology integration support for web service and pub-sub mechanisms critical to the firm’s major applications and web properties

Managed the firm’s core middleware infrastructures, including a web services-based request/reply bus and external API gateway as well as an asynchronous bus. Focused on Operational Technology instrumentation and monitoring to improve system stability and productivity. Managed all infrastructure maintenance activities, including server operating system upgrades; Technologies: IBM DataPower XI- 50/XS-40 and MQSeries/WebSphere Message Broker.

Developed strategy for transitioning work to offshore vendors. Negotiated work orders under the organization’s master services contract.

Senior Manager, Shared Java Services and Synchronous & Asynchronous Messaging Oct 2006 – Jan 2010 Migrated service providers and consumers to use the Shared Java Services platform and development standards.

Drove the company wide effort to retire outdated but widely used (100 million transactions/day) middleware, saving $1.4 million annually and consolidating all traffic onto the new request/reply bus.

Managed asynch messaging infrastructure; Technologies: IBMMQ Series and Message Broker. Senior Technical Project Manager, Middleware Oct 2000 – Oct 2006 Responsible for delivery of infrastructure and tooling enhancements for components of the firm’s new Request Reply Bus web services integration infrastructure.

Drove adoption of java application frameworks and supported users. Documented and supported IDE- based development environments.

Tools used for project planning, communications/websites, budgeting, and reporting: MS Office, MS Visio, MS Project, and MS SharePoint.

SKILLS

Agile/scrum Project Management Methodology

Atlassian/Jira System Administration

Technical Conflict De-escalation and Resolution

Requirements Analysis

Business Analysis

Vendor Management

Business Process Improvement

M365 Global Administration

EDUCATION

Master of Business Administration, Project Management curriculum KENAN-FLAGLER BUSINESS SCHOOL

THE UNIVERSITY OF NORTH CAROLINA, Chapel Hill, NC

Bachelor of Arts, Magna Cum Laude, Dean’s List

THE UNIVERSITY OF CALIFORNIA AT LOS ANGELES, Los Angeles, CA UCLA exchange student in the Facoltà di Lettere e Filosofia UNIVERSITÀ DI PADOVA, Padua, Italy

Certifications: Certified Scrum Master (CSM), Scrum Alliance; Wine and Spirits Education Trust (WSET) Level 1

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