Functional Skills

Market Intelligence
DevOps
Communications
Agile Software Development
Business Development
Business Intelligence
Operations Management
Employee Engagement
Risk Management
Strategic Planning
Commercial Due Diligence
Forecasting / Projections
Sales and Operations Planning (S&OP)
Performance Management
Content Marketing

Software Skills

PowerBI
Shopify
Jira
Azure DevOps
SQL
Trello

Certifications

CSMCertified Scrum Master
ITILIT Infrastructure Library Certified

Sector Experience

Healthcare
Travel & Hospitality
Financial Services
Business Services
Technology
16
years

Years of Experience

2/24

Member Since


Fortune 500

Experience

 
EXL Services Information Technology
SCRUM MASTER
12/2020 - 09/2023
Transferred to assist the Life & Annuities Solutions Team in improving tracking, productivity, and collaboration on key goals. Streamlined work between 7 leaders who directed individual production processes. Transitioned team from traditional to Agile and Scrum methodologies and integrated tools to maximize adoption and sustainability. Supported a total of 7 solution projects to date.
● Training & Coaching: Trained executives and 10+ remote workers (India and U.S.) on tools, principles, and mindset needed in an agile seting. Administered scrum ceremonies, including backlog refinement, Kanban methodologies, sprint planning/reviews, and daily scrums. Implemented and coached teams on Kanban principles and board management.
● Technology Integration: Implemented Azure DevOps as the department's agile tracking tool with features like customizable backlog views, performance tracking and reporting, and built-in tools to support epic, feature, and user story creation.
SCRUM MASTER, ANALYTICS

WELLTOK, INC. Operations
ASSOCIATE SCRUM MASTER
01/2019 - 01/2020
Recruited to support 4 remote teams in learning and integrating various principles (Agile, Scrum, Kanban, SAFe) to accelerate progress for 3 SaaS products. Built relationships with leaders and teams in multiple regions (Boston/Atlanta and Ukraine) across 3 product workstreams, integrating strategic plans to support and resolve barriers for each team. Improved morale and eficiency.
● Improved Retention: Halted turnover rates of tenured developers within 6 months after introducing a process to bufer

LDA Information Technology
DIRECTOR OF BUSINESS DEVELOPMENT & FINANCE/CO-FOUNDER
01/2018 - 01/2020
communication between developers and a Team Lead with a challenging management style.
● Communication & Collaboration: Merged operations of 3 siloed scrum teams (overseeing 2 products) into one uniform team whose new and improved performance was publicly praised by the CEO and executive team. Increased team velocity and capacity 10% after streamlining communication and collaboration between teams and senior leaders.
● Release & Process Management: Assisted Subject Mater Experts (SME) and Release Train Engineers (RTE) in organizing and conducting Program Increment (PI) planning sessions. Planned and communicated the vision, roadmap, and priorities across teams. Ensured timely deployment of maintenance and PI releases, ensuring quality measurements are met. Managed Kanban boards across the various teams to ensure sprint and PI's are within acceptable time frames and progress.
● ADDITIONAL PROFESSIONAL EXPERIENCE
● WORLD LIFE EXPERIENCE / TOP EXPERIENCE, LDA – LISBON, PORTUGAL (VIRTUA

TITO'S BAKERY Sales
VENDOR SALES &
01/2016 - 01/2020
Contributed to the success of this family-owned and operated bakery for 10+ years in various roles impacting partnership management, vendor sales, business development, and manufacturing. Increased revenue by building and expanding business relationships with market leaders across the region and the U.S. Reduced manufacturing overhead and labor/transportation costs after shifting the business model to target product sales at large store chains.
● Continuous Improvement: Recovered 70% of annual losses resulting from product waste (spoilage) and product returns after establishing and training employees to properly inventory and store food products, which increased profits in 6 months.
● Process Development: Overhauled existing processes, streamlined operations, and boosted weekly vendor/wholesale sales revenue 15% by creating partnership with top regional supermarket chain (Market Basket) and expanding existing client sales.
● Pricing & Sales Strategy: Grew monthly sales revenue 30-40

WorldVentures Marketing, LLC Sales
INDEPENDENT SALES CONSULTANT
01/2015 - 01/2018
Created and grew travel-membership sales and sales team strategy program globally. Earned top-20% income status after the first year; earned two Executive Sales Awards. Recruited 50+ new clients. Promoted to senior sales role after recruiting, supervising, and retaining 30 direct/10 indirect reports across 9 countries including remote meetings facilitation, training, and leadership support.

Bank of New York Mellon Finance
SENIOR CLIENT SERVICES ACCOUNT MANAGER
01/2011 - 01/2016
Transitioned to a hybrid management role based in Singapore to provide client services and key account retainment/management for Global Custody Services. Initiated "client-service" system transition and integration to streamline operations. Delivered pre- and post sales account management including managing account contracts and onboarding (new clients/investment managers). Page 3
● Account Management: Tapped as lead and product expert for a 2-year project, transferring 330 trading accounts/39 investment managers to a unified account system and transitioning client ownership from USA/Europe to Asia Pacific teams:
• Applied agile principles lead a team of 5, breaking down project into smaller pieces which simplified and accelerated results.
• Ensured smooth adaption for 5 Asia Pacific account reps, applying system knowledge in region to coordinate training.
• Positioned new team to provide contract/service agreement disbursement and high-risk documentation management.
• Retained 10

Bank of New York Mellon Finance
GLOBAL NETWORK MANAGER
01/2010 - 01/2011
Promoted to oversee alliances with sub-custodian/cash correspondent bank partners, maintaining global market intelligence and a new market information analysis system for client services. Applied analytical and forecasting skillsets to position clients to adapt and thrive in a rapidly changing market. Revamped overall account infrastructure and maintained client accounts while administering due diligence to ensure regulatory compliance. Served as an escalation point for sub-custodian relations.
● Process Improvement: Dramatically improved account maintenance request/resolution process and enhanced reporting by developing and implementing a client service center in collaboration with the technology team.
● Service Analytics: Overhauled a bare-bones client servicing model. Shortened new account creation 50% (from 6 to 3 months), fast-tracking timeline for clients to begin trading. Formalized procedures and streamlined workflows for opening accounts, gathering data from the client servi

THE BANK OF NEW YORK MELLON (BNY) GLOBAL Finance
CORPORATE ACTIONS SENIOR SPECIALIST
01/2007 - 01/2010
Enabled international foreign market clients to raise capital and collect (investor) income payments during corporate action and fixed income events. Delivered first-class client support during all engagements and achieved top performance ratings each year by eliminating financial liabilities through client service care and meticulous analyses of each corporate-action event.
● Risk Management: Wrote the blueprint for the RAPID capital-raising event in Australia. Presented and gained executive-level buy-in from managers; identified market risk exposures and mitigated bank liability. Established specific instructional procedures and communication standards with internal/external stakeholders.