Experience

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  Empower retirement

  Jan 2008 - Jan 2011

  Project manager, product development

  * Created, executed, and maintained various projects relating to workflow, new product, regulatory initiatives, and new technology for asset growth, streamline process, customer retention, and product compliance.* Effectively utilize, train, and motivate various market leaders and department heads to complete Executive Management strategic initiatives.* Provided sales, market, and customer analysis for Executive Management to support new business initiatives including updates, market penetration, assets under management, and new market opportunities. * Managed annual fund review process for current packaged product fiduciary warranty and new product development which affected thousands of participants with assets totaling in the billions.* Reviewed current procedures to improve upon or mainstream older methods which have resulted in a first year savings of $1.4 million.* Reviewed, recommended, and changed platforms, systems and databases to enhance end user experience and recognize cost savings utilizing Waterfall methodology. Show less

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  Charles schwab

  Mar 2015 - Jan 2017

  Product owner, technical

  * Client data, reporting, and analytics specialist for regulatory, statements, tax, cost basis, and insert client communications touching thousands of clients with billions in overall assets.* Troubleshot escalated large custom requests, issues, and questions for internal clients, external individual and group advisory level requests* Researched and created digital UI/UX enhancements for current paper product offerings for digital real time transformation to internal and external clients utilizing Agile Methodology.* Created mobile and digital strategy roadmap, epics, and user stories for current paper products and new real time customizable reports for new platforms.* Developed custom reports for group advisors and large clients based on frequency of requests and demand from large clients.* Trained internal and external clients on the types of reports available, new product enhancements, and any client communications including regulatory changes.* Maintained and groom product backlog, user stories, product roadmaps, issues log, and product development for product portfolio in JIRA.* Maintained relationships with sales, service, clients, technical staff, and technical development teams in regards to product specific issues and enhancements.* Created and maintain internal and external digital informational pages.* Managed third party vendor relationships in regards to any reporting needs including printing, errors, graphic enhancement, new product, digital efforts, and data management.* Researched and survey client base, current market, competitors, and industry trends to drive budget for new mobile and digital product. Show less

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  Adobe

  Jun 2018 - Jan 2020

  * Manage reporting, data, analytics, and enterprise process for large scale project launches in SAP and Sales Force while working closely with Data stakeholders (Finance, Accounting, Tax, Auditors, Revenue, Sales, Customers, and Executive Leadership) to gather requirements and work with SCRUM teams to design and deliver these requirements.* Mergers and Acquisition platform integration specialist for revenue, taxation, analytics, and reporting for SAP (Usage and Finance) and SalesForce (Marketing and Sales).* Usage based revenue, reporting, and tracking model development for SAP billing and SalesForce projections in Tableau and Power BI. * Integrate outside acquisition data (Revenue, Bookings, Billings) reporting, and tracking models into “how we do business” and create new models seamlessly to avoid any user integration downtime.* Head Change Management for new interfaces, models, API’s, KPI’s, street reporting, data reporting, billing changes, taxation, pipeline, and invoicing.* Work with stakeholders and sme’s to obtain organizational requirements and needs to create a backlog of user stories for project delivery in revenue recognition, analytics, and pipe management.* Groom backlog stories so they can be accomplished in sprint time frame. * Organize, oversee, and participate in user acceptance testing of sprint / project deliverables.* Organize and run demos of work accomplished after each sprint, obtain approvals of business stakeholders that work demonstrated meets users’ needs.* Utilize current data structure and create/update feeds into reporting data models for future analytics.* Understand the way the business currently operates and process manage/improve what is being done today into what can be done for tomorrow.* Knowledge of ASC 606 and GAAP and apply their concepts to reporting and analytics for public street reports like 10k etc.* Adobe Diversity Leadership Program graduate. Show less * Manage back office user stories for large scale project launches in SAP to update accounting software to SAP Billing HYBRIS/ECC utilizing AGILE Methodology.* Work with Deal Desk, Contract Operations, Order Management, Revenue, Credit, Tax, etc. to obtain organizational requirements and needs to create a backlog of user stories for project delivery.* Understand how data is structured and how it translates to business process and data migration.* Groom backlog stories in JIRA so they can be accomplished in sprint time frame.* Articulate complex processes in large group or executive settings.* Organize, participate, and oversee user acceptance testing of sprint / project deliverables.* Organize and run demos of work accomplished after each sprint, obtain approvals of business owners that work demonstrated meets users needs.* Support training of users on newly installed workflows and systems.* Understand the way the business currently operates and figures out how to improve it. Show less

  • Product Owner Reporting & Analytics Technical Finance in Revenue Operations

    Nov 2018 - Jan 2020

  • Product Owner, Technical Finance, Billing, Invoicing

    Jun 2018 - Nov 2018
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  Snowbird

  Dec 2019 - Mar 2020

  Technical associate
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  Snowbird

  Dec 2020 - Mar 2021

  Technical associate
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  Digicert, inc.

  Jan 2021 - Apr 2021

  Authentication analyst, cybersecurity

  * OFAC Specialist* CA/B Forum Specialist

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  Fidelity investments

  Apr 2021 - Dec 2021

  Product analyst, enterprise cybersecurity

  * Emerging Cybersecurity technology research, POV, and POC pilot creation utilizing Kanban and Scrum methodologies.* NIST CSF and SP research including summarization for framework development, enhancement and implementation.* Digital Identity research, vendor selection and POC* Secure Cloud adoption strategy enhancement and implementation utilizing JIRA Align.* API security research, vendor selection, and POC.* IAM research, strategy creation, and POC.* Vendor engagement identification, analysis, and negotiation for buy vs build considerations concerning security enhancements or implementations.*Product based Agile transformation coach.* Cloud SaaS vendor management monitoring research and POC including CASB insertion and Gartner SSPM definition and implementation planning. Show less

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  Logrhythm

  Dec 2021 - May 2022

  Product owner, saas siem

  * Cloud Infrastructure/Security Focus.* Greenfield development project for next generation SIEM platform.* SOC II story creation, execution, and ongoing compliance.* Beta customer implementation and feedback gathering.* Production environment stability monitoring and resolution story focus to drive general access customer availability sales opportunity.* Kubernetes environment platform feature establishment and monitoring for future enhancement backlog.* Utilize SAFe methodologies and Rally technology to effectively execute and track engineering work and goals.*Assist with CI/CD methodology goals with engineering to drive efficiency across the train. Show less

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  Humana

  Jun 2022 - Jul 2023

  Product owner, iam

  * Assist with IAM development teams across 3 platforms to deliver a fully developed cloud based solution that is ready for use and EOL legacy home grown solution.* Translating product strategies into use cases for tasks for the development team to execute to improve identity experience and tracking.*Agile transformation product leader.* Automate processes to eliminate high manual effort cost.* Monitor performance and communicate/recommend schedule changes, cost adjustments or resource additions.* Collaborate with teams/users and/or stakeholders to set priorities and communicate priorities. * Identify and implement IAM work area concepts/standards, strategies, and operating standards.* Provide accurate information and status updates to Product Manager and functional leaders. Show less

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  Coalfire

  Jul 2023 - Mar 2024

  Product owner, cybersecurity saas transition

  *Cybersecurity SaaS Product Development, Implementation, and Consulting*Scan and Pen test vulnerabilities identification, mitigation, and release planning to strengthen client offering and meet regulatory requirements. *Risk and vulnerability reporting followed by mitigation planning*OCISO report requirement implementation for vulnerability identification and priority management *Improved attack surface management through enhancement* Lead two teams splitting day between IST and EST time zones Show less

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  Fortune 1000

  Jan 2025 - now

  Associate

  Asset Protection