11 years of Product Management experience in the Financial Software industry. Currently working on developing a Managed Account rebalancing system using Scrum. Previously managed web-based software releases and components including Financial Planning, client proposals and reporting, alerting and investment illustrations.
June 2000 - Present, ROCKVILLE, MD, United States
• Conducted JAD sessions with a major clients.
• Managed software releases for large multio-client releases
• Led the cross-functional release team including Software Development, Quality Assurance, business analsysts.
• Provided client-side support for the User Acceptance Testing.
• Oversaw the creation of the creation of the Train the Trainer, End User Training, and e-learning curriculum.
• Served as FINRA SME for client-filing of client output.