Apr 2023 – Feb 2024 · 10 mos · Boston, Massachusetts, United States · Remote

• Brought in to scale, systematize and standardize TD’s early-stage Agile transformation across business units
• Partnered with Customer Delivery Transformation (CDT) leadership to adopt company-wide SAFe and Lean Portfolio Management.
• Facilitated bi-weekly cross-functional forums for CDT Product Owners to drive alignment, dependency management, and delivery consistency
• Delivered weekly executive-level status reporting, providing visibility into progress, risks, and outcomes

Jul 2022 – Apr 2023 · 9 mos · Boston, Massachusetts, United States · Remote

• Led the implementation of an IT operations transformation for a multinational financial services client managing over $4T in AUM and $11T in AUA
• Partnered with client leadership to design and implement a scalable Agile delivery model leveraging Scrum@Scale and Large-Scale Scrum (LeSS)
• Collaborated with Sales to identify and shape additional high-value service opportunities aligned to client needs
• Co-led the development of the proprietary Lab49 Delivery Management Handbook to standardize delivery practices across engagements

Oct 2019 – Jul 2022 · 2 yrs 9 mos · Boston, Massachusetts, United States · Remote

• Led delivery for a multi-year client implementation spanning 7 workstreams and 100+ combined internal and client stakeholders, including 60+ developers, QA professionals, and product consultants
• Partnered with product consulting leadership and client sponsors/product owners to manage roadmap planning and backlog prioritization
• Evaluated and optimized execution and quality by building empowered, & self-managing teams, enforcing sustainable delivery practices, and increasing velocity through continuous improvement driven by regular retrospectives
• Facilitated and oversaw all Agile ceremonies, including PI Planning, sprint planning, sprint reviews, retrospectives, backlog refinement sessions, and daily scrums
• Coached scrum teams on Agile principles, frameworks, and tooling to improve delivery consistency and outcomes

Jul 2017 – Oct 2019 · 2 yrs 3 mos · Boston, Massachusetts, United States · Hybrid

• Facilitated Agile & Scrum training and Scrum Master & Product Owner certification for 80+ Professional Services project managers, technical leads, QA leads, and product consultants
• Integrated Agile & Scrum roles, artifacts, ceremonies, and tools into the existing Professional Services client delivery model
• Coached teams on Scrum and XP implementation, Agile tool usage, and continuous improvement practices to drive consistent delivery outcomes
• Served as Agile project manager for a new client implementation and existing client upgrade, establishing a repeatable reference model for future engagements

Oct 2016 – Jul 2017 · 9 mos · Boston, Massachusetts, United States · On-site

• Managed trading and operations workstreams to implement and integrate a multi-asset class (OMS) order management system (CRD | Charles River | CRIMS) with existing operations platforms, supporting futures, options, FX, swaps, and structured notes
• Coordinated integration of CRD with concurrent enterprise account master and security master (Markit EDM) warehouse implementations
• Coached business analysts, developers, data architects, QA analysts, and product owners within an Agile (Scrum) framework for the organization’s inaugural Agile project.
• Oversaw program budget, schedule, resourcing, and quality to ensure timely and successful delivery

Jun 2016 – Oct 2016 · 4 mos · Boston, Massachusetts, United States · On-site

• Managed the Data Management Ecosystem Program, establishing enterprise-wide account and security master warehouses using GoldenSource and Markit EDM
• Delivered technology solutions across data warehousing, business intelligence, middle/back-office transactional processing, and risk analytics reporting for capital markets, investment management, and enterprise risk management divisions
• Oversaw Change Advisory Board prioritization and approvals for all data warehouse applications, ensuring alignment with enterprise objectives

Mar 2012 – Jun 2016 · 4 yrs 3 mos · Boston, Massachusetts, United States · On-site

• Managed program-level IT budgets, resource plans, and project schedules while supervising IT development, testing, deployment, and procurement activities for 70+ resources and key stakeholders to ensure successful delivery across a multi-project portfolio
• Oversaw and produced critical project deliverables, including business cases, charters, communications plans, project plans, BRDs/FSDs, test plans, deployment plans, and business continuity plans
• Reported program status and risks to senior management, steering committees, legal data privacy, corporate information security, and PMO tollgate boards