Oppenheimer Funds, Agile Coach / Scrum Master
January 2012 - Present, New York, NY, US
Engaged as an Agile Coach for a leading investment bank and full-service investment firm dedicated to providing independent financial advice, a full spectrum of traditional and non-traditional products and solutions and responsive client service to individuals, families, corporate executives, businesses, and institutions. I am responsible for introducing agile practices to a number of teams at Oppenheimer in order to help the organization migrate from Siebel CRM to the Salesforce.com Service Cloud in order to facilitate a single view of sales opportunities which will drive a holistic sales pipeline across Strategic Accounts, Retail and Wealth Management.
UBS, Agile Coach
August 2011 - December 2011, Weehawken, NJ, United States
Engaged as an Agile Coach for a a premier global financial services firm offering wealth management, investment banking, asset management and business banking services to it’s clients. I was responsible for introducing agile practices to a number of teams at UBS in order to help the organization meet a critical regulatory deadline for compliance with the new 2011 cost basis legislation.
Appirio / United Health Group, Agile Coach / Scrum Master
May 2011 - August 2011, St. Petersburg, FL, United States
Engaged as a Scrum Master and Agile Coach for one of the industry leaders in helping enterprises adopt cloud applications, maximize the impact of their cloud investments and transform their businesses with the cloud. I was Scrum Master for a team tasked with implementing a unified support system that replaced their legacy insurance product set. This new system will ultimately be scalable to a broader corporate umbrella of organizations. The work included decommission of OnContact in favor of the Salesforce.com Service Cloud and legacy integration with Rational Team Concert. The design intent was to maximize the Service Cloud’s offerings for self-service, telephony integration and agent efficiency.
McGraw Hill / Platts, Agile Coach
March 2011 - May 2011, New York, NY, United States
Engaged as an Agile Coach for a leading global provider of energy and metals information and the world's foremost source of price assessments in the physical energy markets. I provided services for training and initiation of Agile practices for a global project intended to replace legacy Editorial processes and infrastructures with a new unified set of tools.
Incrementor / SRS Software, Agile Coach
December 2010 - January 2011, Montvale, NJ, United States
Engaged as an Agile Coach for a healthcare industry leader in hybrid Electronic Medical Record (EMR) solutions. I was responsible for helping initiate Scrum at SRS Software in order to help the organization meet a critical software validation deadline.
Barnes&Noble.com, Agile Coach / Scrum Master
May 2010 - October 2010, New York, NY, United States
Engaged as an Agile Coach for a nationally known book company. I was responsible for helping the organization adopt agile software development practices in order to help B&N.com vertical teams achieve quicker delivery of business value. My responsibilities included enabling the smooth operation of project teams, conducting training to educate the client on Agile best practices, ensuring that Agile practices are followed, project management mentoring, and the resolution of issues for several development projects including a rewrite of the search and personalization architecture.
Johnson & Johnson, Agile Coach / Delivery Manager
June 2008 - January 2010, Raritan, NJ, United States
Engaged as an Agile Coach and Program Manager for a global provider of pharmaceuticals, medical devices and consumer packaged goods. I was responsible for soliciting, receiving and reviewing new project requests and initiating project startup activities for Consumer Product Companies. My responsibilities included enabling the smooth operation of project teams, directing training to educate the client on Agile best practices, monitoring that Agile practices were followed, project management mentoring, the resolution of client issues and the successful delivery of multiple projects within a world-wide portfolio. The applications developed included internet (Drupal, Java & .NET) and intranet (primarily MOSS/SharePoint), mobile (iPhone apps), social media (Facebook), and digital media/marketing for some of Johnson & Johnson’s best known consumer brands.
USAA, Agile Coach
October 2007 - March 2008, San Antonio, TX, United States
As an Agile Coach for one of the leading providers of insurance and financial services to U.S. military personnel, my work involved facilitating organizational change and behavioral change by coaching both software development team management and staff. My responsibilities included enabling the smooth operation of project teams, conducting training to educate the client on Lean and Agile best practices, ensuring that Agile and Lean practices are followed, project management mentoring, and the resolution of issues for a wide range of development projects including creation of architectural components for banking and insurance money movement, mobile banking applications, Google gadgets for banking and the establishment of an offshore access control center.
McGraw Hill / Standard & Poors , Agile Coach
August 2006 - August 2007, New York, NY, United States
As a Senior Consultant to one of the world’s leading independent credit ratings services, I provided services to help deliver a world-wide rollout of a credit analyst ratings portal to two major business groups (Structured Finance and Corporate & Government Services). My responsibilities as a agile project management mentor and coach included project planning, project estimation, staffing recommendations, the introduction of practices and tools required to support an Agile software development approach at a department level, ensuring the smooth operation of the project teams, educating the client on Agile best practices and ensuring that Agile practices were followed. Established an environment where 2 teams successfully delivered business value iteratively and in parallel using a common code base.
Moody's, Business Analyst / Agile Consultant
January 2006 - March 2006, Jersey City, NJ, United States
As a Senior Consultant to the one of the worlds leading independent credit ratings services, provided services to help develop a credit analyst ratings application. My responsibilities included review of existing business requirements, domain modeling, and evaluation of the current requirements model. Several software development process and requirements modeling improvements were advanced and practices and tools to support an Agile software development approach were introduced.
McGraw Hill / Standard & Poors, Business Analyst / Agile Consultant
November 2005 - January 2006, New York, NY, United States
As a Senior Consultant to one of the world’s leading independent credit ratings services, provided services to help develop a credit analyst ratings portal for the Corporate & Government Services unit. My responsibilities as a project management mentor and senior systems analyst included project planning, project estimation, business requirements analysis, object modeling, and architecture planning and evaluation. Mentored the requirements engineering process and developed the requirements model along with the requisite analysis/design artifacts. Provided project cost and staffing estimates. Introduced the concept of agile development to the organization and implemented Scrum adaptive planning practices.
ThoughtWorks, Agile Coach / Iteration Manager
October 2003 - July 2005, New York, NY, United States
As a Project Manager for a leading Agile consultancy specializing in custom application development using eXtreme Programming & Scrum, I was responsible for leading consulting engagements, budgetary and contractual accountability, proposal/sales support and overall successful client delivery. Project work included assisting leading U.S. and International companies with the organizational transformation of changing from a waterfall software delivery process to an Agile approach. Managed software delivery projects using Scrum and XP practices and helped scale these practices to teams of greater than 100 people and multiple work streams.