Program manager with proven track record and a passion for driving complex projects to completion. Extensive experience in management of technology projects for financial services. Aspiring to get a leadership role in an exciting and challenging customer-facing organization. Ideal position will utilize my leadership, organizational and interpersonal skills, as well as my strong analytical background.
10+ years of financial services experience at Fidelity Investment, leading technical projects through various stages of development lifecycle and ensuring successful delivery of products that are aligned with Fidelity’s strategic goals
Certified Scrum Master, with several years of experience with Agile iterative development methodologies
Managed initiatives that added functionality for brokerage customers on Fidelity.com, Mobile devices (iPhone, iPad and Android) as well as Active Trader Pro desktop applications. Delivered projects critical to business and those that helped create competitive advantages through the use of technology
Evolved to a role of subject matter expert on projects, acting as bridge between development team and business partners. Broad business knowledge across financial markets especially in the area of accounts and trade features including Portfolio Summary, Balances, Positions, Trading, and Money Transfers.
Led the formation, on boarding and training of the group’s overseas team based in Bangalore, India
Effectively managed projects with global teams distributed across geographic locations: New England, North Carolina, Ireland, India, and China
Operated with high degree of autonomy with minimal supervision; collaborated with management as specific issues required escalation. Handled multiple simultaneous projects in a matrix organizational structure.
Took roles of progressively increasingly responsibilities at Fidelity Investments. Started as Business Analyst at Fidelity eBusiness (FeB). Evolved to the role of Project Manager and eventually to Program Manager/General Contractors at Fidelity Personal and Workplace Investing (PWI).
Process improvement champion and change agent: Evaluated existing processes and procedures. Made recommendations and drove process improvement and adoption of best practices to improve team efficiency and effectiveness.
Specialties: Project strategy, program and project management, budget management, process improvement. Strong analytical, problem-solving and conflict resolution skills. Team-oriented, strong verbal and written communication skills and ability to collaborate and build relationships.
Fidelity Investment, Program Manager and Scrum Master
August 2000 - February 2011, Boston, MA, US
Money Movement Program:
Managed several large projects sponsored by Web Sales and Services group, as part of the initiative to enhance overall customer experience in the area of money transfers on Fidelity.com, Fidelity Wireless and Fidelity on iPhone, iPad and Andriod platform. Tapped on past Business Analysis experience in this field to also serve as SME to the analysis and business team.
Money Movement on iPhone and iPad and Andriod platform.
- Program Director handling several projects to add key MM features to Fidelity’s app for iPhone and iPad and Andriod platform.
- Features included IRA Contribution, Non-Retirement Withdrawal, 529 Contribution, Bank Transfers, Check Deposit through scan
- Scrum Master, followed Agile methodology; ran daily scrums, maintained project backlog and story-board
- Managed development resources distributed across the globe in New England, India and China
- Agile coach: Acted as a trusted adviser and helped support teams increase efficiency and productivity in an agile environment.