The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries.

As the Scrum Master for the cybersecurity architects and multiple cross-team projects, I utilize Scrum, Kanban and Agile principles to support the individual needs of each team.

Key Accomplishments

•   Designed agile workflows that coordinate the cyber security architects’ assignments with internal projects.
• Created and continue to maintain customized project progress reporting in Confluence with Jira data that articulates leadership and project goals.
• Introduce creative retrospectives and continuous feedback opportunities to encourage team agile adoption.
• Refine and support the triage/resolution process for cybersecurity design requests.
• Serve as liaison for project progress and issue resolution for multiple projects.
• Coordinate and facilitate all team meetings during quarterly PI Planning.

Brierley offered services to drive loyalty success: program design, strategy, research, analytics, customer insights, creative, and digital solutions.

As the Agile Coach for Brierley, I trained all employees on Scrum, Kanban and Scaled Agile principles, facilitated monthly Community of Practice monthly meetings, and coordinated product development quarterly Program Increment Planning sessions. By attending continuous training opportunities, I learned new skills to resolve persistent and acute challenges.

Working as Atlassian Administrator, I resolved user access issues and performed Jira and Jira Service Desk project issue changes.  My responsibilities also included managing new Jira projects, Confluence spaces and Marketplace apps.

Key Accomplishments

• Guided co-located product development teams through transformation from Waterfall to Scaled Agile.
• Coached and trained leadership and technology teams on Scaled Agile good practices.
• Teamed up with product managers and product owners to create roadmaps and release plans for PI Planning.
• Served as liaison between product development and client support teams for project gap analysis and issue resolution.
• Created and managed a new product development release process with the DevOps team and technical leads.
• Designed customized agile workflows that coordinated the UX and strategy team assignments with product development team deliverables.
• Managed multiple cross-department projects to launch a new SaaS platform.

As a senior project manager, I was responsible for managing change requests and projects for new and existing clients.  After transitioning to Scrum Master for the product development team, I coached between 4-12 teams simultaneously all working on the new LoyaltyOnDemand Saas platform.

Key Accomplishments

• Created a company-wide vendor partner management process and was the primary contact and SME for all new product development team members.
• Lead the transformation of multiple combined onshore/nearshore technology teams from Waterfall to Scrum.
• Changed the trajectory of the Pep Boys account confidence (an at-risk client) that resulted in contact renewal.

Lanvera is a CCM outsourcing company specializing in the design, production, and delivery of personalized business-critical documents including statements, invoices, letters, notices, and tax forms.

During my tenure at Lanvera, I wore several hats from Lead Client Manager to Project Manager. Each position provided me with diverse learning opportunities and challenges. One key to success was understanding the various data file partners (FiServ, Jack Henry/Symitar, Q2, UltraData, and Digital Insight) and providing clients with preliminary file analysis and document template review.

Key Accomplishments

• Managed two projects with new data source partners for regional banks and credit unions.  The development team’s expanded expertise added new leads to the sales team pipeline.
• Gained the confidence of four at-risk clients that resulted in renewed contracts.
• Created a process to reduce custom client inventory that streamlined printing processes and shortened time from printing to mailing.
• Redesigned the SOW and improved documentation standards for client portfolios.