Senior Director Portfolio Management

JAMES C. TOMASELLO, SPC, PMP, EBAS

Ashburn, VA **147 703-***-**** ***********@*****.*** linkedin.com/in/jimtomasellout

SENIOR DIRECTOR OF PORTFOLIO MANAGEMENT

Dynamic Senior Director of Portfolio Management respected for high-caliber operations and directing nexus of business agility and continuous improvement. Excels at transforming existing processes through expertise in agile methodologies, systems thinking, and lean processes. Rich history of delivering multi-million-dollar wins and a reputation for adding value to businesses through fiscal gains and building a bench of future leaders through leadership and training. Resourceful and accomplished servant leader with a broad bandwidth for managing cascading product and project priorities in rapidly evolving environments. He is adept at building powerful teams, establishing expectations, communicating vision, and maximizing performance through technical, business, and workforce transformation.

CORE COMPETENCIES

Operational Excellence Strategic Leadership Vendor Management Procurement Product Management

Scaled Agile Implementation Business Agility Continuous Improvement Lean Portfolio Management

Cost Containment Budget Administration Team Leadership Talent Development Human Capital Planning

PROFESSIONAL EXPERIENCE

Amtrak, Washington DC February 2024 – Present

Senior Director of Portfolio Management

Drive and evangelize strategic and operational direction to modernize Digital Technology portfolio management practices and operations, leveraging Scaled Agile Framework (SAFe) 6.0 to support transition to and sustainment of Lean-Agile ways of working.

Develop and define overall strategy for implementing Lean Portfolio Management and leading transition to a Value Management Office (VMO) within the Digital Technology organization to focus on value stream management and value creation.

Establish governance frameworks and processes to effectively prioritize, evaluate, and select digital technology initiatives for inclusion in DT portfolio.

Identify opportunities for continuous improvement in agile practices and processes, implemented feedback mechanisms, and fostered a culture of learning, experimentation, and adaptation.

Fannie Mae, Washington, DC August 2001 – December 2023

Senior Director, Product Portfolio Enablement, November 2019 – December 2023

Led team of Executive, Enterprise, and Portfolio Coaches responsible for rationalization, implementation and adoption of Lean Agile, Lean Finance, and Lean Metric processes across largest division at Fannie Mae.

Played a pivotal role in Cultural Transformation that moved away from traditional command and control and applied Lean thinking, Servant Leadership, and Empowerment Concepts at all levels of organization.

Facilitated Community of Practice for Lean Portfolio Management and growth and maturity for Agile Product Management Office (APMO) supporting 3 distinct APMO teams and leadership.

Established Agile and Product Management Community of Practice through influencing lead coaches and middle management to respond to gap in knowledge in community for practices and principles.

Championed implementation of Lean Agile practices and SAFe (Scaled Agile Framework) Practices across 4 portfolios and 140 Agile teams.

Contributed to implementation of Lean Portfolio Management and Fixed Capacity Based Planning across Single Family business division.

Mentored and coached over 50 associates and advisors on leadership qualities, servant leadership and business agility, resulting in many career progressions to leadership opportunities in and outside of Fannie Mae.

Established Business Agility Dojo Immersive Learning experience in Capital Markets portfolio, a place where teams come together to focus on learning during a 6 week deep dive program to develop skills while supported by dedicated experts.

James C. Tomasello ***********@*****.*** Page Two

Established best practices around UX/Design Thinking methodology and creation of a Product Delivery funnel to continuously provide customer input into creation process Capital Markets capabilities.

Implemented baseline metrics around delivery, flow, and value on each product. Specifically, reduced lead time across all products by a minimum of 20%, reduced production incidents by 40-50% during same period.

Director, Product Management, Single Family Business, June 2016 – November 2019

Leveraged expertise in business development and marketing to build portfolio of lenders from 120 to over 210 over tenure; additionally, execution platform skyrocketed to $100MM in transactions in same year.

Recognized with Annual President’s Award, highest accolade within Fannie Mae, for leading development of eCommitONE, a best-efforts platform for whole loan committing that empowered lenders to commit electronically and receive pricing in real time.

Credited with increasing Credit Risk Transfer deal volume by 300% by building a target state platform for new market, oversaw implementation to administer credit risk; additional innovations included deployment of MEGA User Interface that enabled structuring of transactions through Fannie Mae website

Maintained accountability for a broad array of OKRs (Objectives and Key Results) spanning continuous process improvement, joint venture partnership development, business development, best practice management, employee development and negotiation.

Director, Enterprise Project Management Office, November 2011 – June 2016

Established an enterprise-wide program management organization responsible for governance oversight, cost management, organizational change management, and executive reporting over enterprise’s strategic initiative portfolio with over 600 million-dollars in annual funding.

Prepared Board of Directors and Management Committee materials detailing strategic investment business value, delivery status, and strategic risks and issues.

ADDITIONAL RELEVANT EXPERIENCE

Fannie Mae, Washington, DC

Senior Manager, Operations, Product Management, August 2001-November 2011

Led a regional loan acquisitions team in Operations, managing customer relationships, driving lean practices, and lowering processing costs through automation.

Captured substantial gains in efficiency, productivity, and effectiveness of underwriting platform through introduction of automation, coupled with support of No Credit Score pilot program.

Debuted a series of process improvements that maximized efficiency of acquisitions business, lowering labor expenses by triggering a substantial reduction in man hours.

EDUCATION

Bachelor of Science, BS, English/University Studies

University of Tennessee at Martin, Martin, TN

CERTIFICATIONS

Certified SAFe 6.0 Lean Portfolio Management, 2023 Certified SAFe 6.0 Practice Consultant (SPC), 2023

Certified Enterprise Business Agility Strategist (EBAS), 2022

Certified ICF-Business Agility Methodology (ICF-Agile), 2022 Certified Project Management Professional (PMP)

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