AI/Tech Leadership for Digital Transformation

Joseph B. Bias, Jr.

******.*.****.**@*****.*** 806-***-****

Professional Summary

Technical Project Manager AI/ML Developer Banking & FX Leader

Leadership Style: Collaborative strategist who empowers teams through mentorship, Agile practices, and cross-functional alignment. Seasoned in international treasury management, SWIFT protocols, and foreign exchange, with a track record of optimizing $12B+ client portfolios and leading global post-merger integrations.

Results-driven Technical Project Manager and AI/ML Developer with 12+ years of leadership experience driving digital transformation in banking operations, foreign exchange (FX), fintech, and EdTech through AI-driven solutions (LLMs, NLP), RPA and process automation, and blockchain integration. Excel at translating technical vision into business growth while fostering cultures of innovation. Proven success in managing $12B+ client portfolios, leading cross-functional fintech projects, and automating workflows with AI-driven solutions (LLMs, NLP), mobile apps, and RPA workflows that drive 30%+ efficiency gains. MBA and MSIT candidate with expertise in Python, Dart (Android and Swift), React Native, and UiPath.

Technical Skills

Banking: Foreign Exchange (FX), International Treasury Management, SWIFT, Cash Management, Compliance, Risk Mitigation

AI/ML: Natural Language Processing (NLP), Large Language Models (LLMs), Prompt Engineering

Programming: Python, Swift, Dart, SQL, JavaScript, React Native, HTML/CSS, COBOL

Tools: UiPath RPA, Flutter, Figma, Power BI, IBM Cognos, Dreamweaver, Figma, SharePoint

Project Management: Agile/Scrum, Budgeting ($1M+), Cross-Functional Leadership, UAT

Professional Experience

Texas Tech University Lubbock, TX

Project Manager Aug 2023 – Present

Automated 40+ budget workflows saving 25 hours/month in manual tasks.

Engineered LLM-powered NLP tool for financial analytics, reducing manual reporting time by 40%.

Developing and writing training material for the Budget Department.

cantkeepmedown Studios, LLC Frisco, TX

Strategy & Product Manager Apr 2018 – Aug 2023

As a strategist, I routinely analyze the effectiveness of our business goals, deadlines, schedules, budgets, and resources to eliminate organizational drag and increase profitability.

Spearhead the development of products and manage the projects that led to the launch of 5 products.

Developed, programmed, and designed Augmented and Virtual Reality apps. I managed these projects and monitored the launch and budget of their development.

Conducted market analysis that resulted in a 36% gain on significant investment.

Introduced Blockchain technologies to enhance user experience and drive revenue growth.

Wells Fargo & Co. Dallas, TX

Foreign Exchange / International Treasury Management Sr. Analyst Aug 2006 – Apr 2018

Managed $12B+ foreign currency portfolio for 655 high-value clients, optimizing cash management and FX hedging strategies.

Produced 8 business model enhancement opportunities through analysis of procedure efficiency levels, quality control and risk opportunities.

Streamlined post-merger integration for London/Hong Kong teams via 14 standardized procedures.

Key Banking Impact: Spearheaded design changes to Foreign Exchange Online platform, increasing usability for enterprise clients.

Wells Fargo & Co. San Francisco, CA

Business Systems Consultant Aug 2006 – Dec 2008

Produced 3 business model enhancement opportunities through analysis of procedure efficiency levels, quality control and risk opportunities.

Collaborated with developers to design and test banking systems, enhancing usability.

Generated SQL test scripts to ensure delivery of Wells Fargo's products and services through User Acceptance Testing that eliminated program bugs and improved customer satisfaction.

Spearheaded design changes to create the new Foreign Exchange Online prototype service to increase customer usability and efficiency while improving profit percentages for the bank.

Additional Experience

Wells Fargo & Co. Vacaville, CA

Branch Level Personal Banker May 2005 – Aug 2006

Managed a billion-dollar customer portfolio including hundreds of clients' services relationships.

Consistently top ten in sales out of one hundred and twelve (112) personal bankers

Wells Fargo & Co. Lubbock, TX

Phone Sales Banker Aug 2006 – Apr 2018

CompUSA Lubbock, TX

Sales/Operations Manager Aug 2006 – Apr 2018

Volunteer Experience

Rooted in Christ Home Educators Lubbock, TX

Chairman/President Dec 2019 – Aug 2020

As the first President/Chairman of the board of this nonprofit, I have successfully led the board in the development and founding of this entity.

Attended and chaired all national Board meetings and delivered leadership by optimizing organizational needs.

Grew & fostered a healthy relationship with families, tutors, and directors of each Classical Conversations community.

Spearheaded all administrative responsibilities for 4 Classical Conversations communities. Including operations and fundraising.

Education & Certifications

MBA (In Progress) Illinois Tech

MS in Information Technology (In Progress) Ball State University

BS in Technical Communication Texas Tech University

Certifications:

Wells Fargo REACH Leadership Program – Wells Fargo & Co., Dallas TX

Wells Fargo Negotiation Certificate – Wells Fargo & Co., Houston, TX

Wells Fargo Project Management Certificate – Wells Fargo & Co., Dallas, TX

Product Management Bootcamp – 2023

Dion Training Bootcamp Project Management Certificate - 2024

Google Cybersecurity Professional Certificate – In Progress

Microsoft Azure AI Certification – In Progress

AWS AI Practitioner Certification – In Progress

CompTIA Project+ Certification – In Progress

FreeCodeCamp – Data Analysis with Python Certification – In Progress

Python Institute – Certified Entry-Level Python Programmer certification – In Progress

Python Institute – Certified Entry-Level Data Analyst with Python – In Progress

Scrum.org – Scrum Master Certification – In Progress

IBM – COBOL Developer Program – In Progress

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