• Successfully transform the existing workforce to adopt Agile both business and technology, bring the line of business to a stable state. Enhancements were made to foster improved collaboration and transparency between technology and business stakeholders. These efforts have yielded positive outcomes, evidenced by a notable increase in deployment frequency as measured by Dora metrics.
• Collaborating across the entire organization, partnering with Global Center of Excellence (CoE) leads to advance and refine the coaching model and practices.
• Engaging with stream and crew leads to enhance the overall effectiveness of teams.
• Facilitating learning through comprehensive team coaching, training sessions, and workshops focused on Agile principles and values.
• Successfully trained 2400 individuals.
• Guiding all Agile Coaches and providing coaching to enhance their skills and capabilities.
• Spearheading the evolution from Quality Assurance to Quality Engineering, with a pivotal fo

Oversee all of Wealth Management Americas testing, driving sizable efficiency and output improvements. Lead an organization of 470 across Wroclaw, Pune and Weehawken with 11 direct reports, overseeing development and training across 3 regions, hosting daily Scrum calls to ensure alignment while managing a budget of $29M. Report to divisional CIO.
• Define the target operation model for the QA organization and transformed the organization in two years.
• Hired Head of QA Engineering, Test Data and Infrastructure Testing and Head of Nonfunctional Testing, regional managers in Wroclaw and Pune; promoted direct report to Executive Director.
• Introduced shift left and applied smart testing with balance of automated and manual testing, achieving cycle improvements of 10%
● Improve availability, efficiency and resiliency across the enterprise.

Co-head the Core IT Delivery organization with 640 onshore and offshore developers and P&L responsibility of $137M, delivering application enhancements and new development for a portfolio impacting multiple business units, improving transparency between IT and business while reducing the management layer. Reported to Head of Delivery.
• Consolidated 4 businesses into a single organization, reducing managers and creating more producers, working alongside 3 other leaders at the direction of senior leadership. Responsible for end to end product delivery for numerous business area.
• Managing twelve engineering managers delivering advisory, banking, engineering, client onboarding, client platform and data solutions.
• Ensured 100+ WMA software applications were compliant to FRBNY vulnerabilities scan, partnering with compliance to implement the ASF scan for all client-facing applications.
• Reduced incidents by ⅓ year over year by targeting the most-failed jobs and streamlining process

Assumed leadership of a team struggling to meet delivery demands, migrating existing workflow to a new one. Led 5 direct reports with 60+ onshore and offshore resources, supporting 150 Service Desk team members and 120 Financial Advisors for the Wealth Advice Center, overseeing technology such as Kana, IVRs and PeopleSoft, improving efficiency for Client Service Associates by implementing branch automation with Cicero; reported to the Head of Delivery.
• Saved 23,000 hours of manual entry per year by leading team to rewrite the Journal Automation and Margin Risk applications, driving an additional 14,000 hours in annual savings by developing a new workflow for EFT/ACH and Check Stop.
• Managed and mentored 60 onshore/offshore team members, leading 5 direct reports; developed team members, promoting 5 to senior roles.
• Improved engagement, transparency and ability to deliver by becoming Agile Coach and trainer for North Americas, training 300+ team members.

Tasked with turning around two failed projects, Emerging Affluent Migration Tool and Business Analysis, and implementing new performance reporting at Wealth Management Americas. Led 3 direct reports while reporting to Head of Performance Reporting and New Initiative.
• Implemented new performance reporting at WMA for money weighted and sleeve-level reporting, partnering with Managing Director of Swiss counterpart to implement solution in the US.
• Led delivery of Emerging Affluent Migration tool and Business Analysis, turning around projects 3-4 months behind schedule by collaborating with business team to identify top features and creating an MVP.
• Started Agile at Wealth Management Americas to promote collaboration, training 350+ team members over 5 years across business and IT organizations. Agile coach numerous teams on Agile.
• Drove $950K in annual savings and reduced batch exceptions by 45% after optimizing performance reporting system and implementing Client Position, gene

Vice President - Managed Account Web Platform and Developer Support 2000 – 2003 Built, managed and supported core applications, improving stability and quality across products, rebuilding a system for a business retained by Prudential post-purchase by Wachovia. Led and mentored 20 direct reports, focusing on skill development. Reported to divisional CIO for Managed Account business.
• Drove $1M in savings by reducing CPU consumption and client onboarding time from months to 2-3 days by optimizing the system, reviewing processes to identify opportunities.
• Championed middle-tier product quality by designing and planning Product Quality Certification applications, improving stability which improved customer satisfaction; improved data volume handling from 40,000/day to 540,000/day with 99% uptime.
• Promoted to Director, Information systems for successfully driving time and cost savings via delivery/process improvements.

Managed and implemented tax changes alongside 3 direct reports within the Extended Partners Information & Collection Systems (EPICS) and Partner Tax applications team, reporting to the Manager of Tax Reporting.