Agile Project Manager | Scrum Master2020 - 2020DetermiNation (via Toptal)
- Led the requirement gathering effort for a new queue management system designed to help small and medium-sized businesses manage operations during the COVID-19 pandemic.
- Planned the project delivery timeline and led daily agile ceremonies to deliver the product successfully.
- Managed a small cross-functional delivery team to produce a high-quality product in a short amount of time.
Senior Agile Project Manager2020 - 2020Enterprise Toptal Client
- Led a small team to deliver a new product management system for enterprise usage.
- Set up workflow processes for improving the output of cross-functional teams.
- Led research and discovery teams to new process flow improvements for multi-department engagement.
Product Owner | Scrum Master2019 - 2020Healco (via Toptal)
- Led discussions with key members in leadership to define the product vision and roadmap.
- Created user stories and prioritized the product backlog.
- Defined the scope of the MVP and subsequent milestones to ensure smooth delivery of the initial product and improvements.
- Created development schedules and supervised developers while owning. validation and QA processes.
- Helped coordinate branding and marketing efforts with key team members, including identifying keywords to boost SEO rating and determining effective marketing efforts.
Agile Project Manager/Scrum Master (Toptal Engagement)2019 - 2019Envision Software, LLC
- Defined the product road map and MVP scope.
- Defined user stories and acceptance criteria.
- Prioritized backlog and created development schedules.
- Created development schedules and supervised developers.
Agile Project Manager | Scrum Master2018 - 2018A Tech Startup (via Toptal)
- Led discussions with key stakeholders to define product roadmaps and established delivery timelines.
- Wrote user stories and defined acceptance criteria.
- Led agile ceremonies and unblocked the development team.
- Defined delivery validation processes and ensured the QA team output.
Product Manager | Project Manager2018 - 2018Freelance
- Owned the complete product lifecycle, taking features from ideas to delivery.
- Built the product roadmap, product backlog, user stories, and acceptance criteria.
- Created wireframes, technical specifications, and documentation.
- Implemented agile processes and facilitated all agile ceremonies.
- Spearheaded the development and launch of mobile and web applications.
- Worked with key stockholders to define marketing strategy while improving SEO.
Product Manager | QA Manager2016 - 2018FinFolio
- Collaborated with clients and senior-level stakeholders to gather requirements, establish timelines, and plan products.
- Oversaw all phases of the software delivery lifecycle from initiation through lessons learned.
- Managed the complete release cycle and project planning.
- Contributed as a business analyst to write requirements documents and refined user stories to define acceptance criteria.
- Facilitated sprint planning, stand-ups, retrospectives, and demos.
- Implemented test suites for new and existing applications.
- Led a team of 12+ developers in the ongoing development of product features and upgrades.
- Spearheaded the development of institutional portfolio rebalancing and block trading.
- Led efforts in boosting SEO and generating Google Analytics reports.
Investment Software Specialist2015 - 2016FinFolio
- Served as the subject matter expert for Investment finance and software.
- Acted as the account manager; supporting registered investment advisers and their associates.
- Interfaced with development team in the design and implementation of new products.
Financial Service Representative2014 - 2015Scottrade
- Discussed investment and software functionality with users.
- Executed trade requests for equity, options, and fixed income products.
- Acted as escalation support for trade disputes, tax questions, and advance derivative strategies.
- Assisted users with all aspects of Banking and Brokerage services.
- Acquired Series 7 & 63 licenses (with a clean U4).