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Resume

Experience

July 2021 - Present

Blockchain Program Lead

SEI Investments

Oaks, PA

  • Product Vision – Led the prototype design for a Digital Asset SaaS product suite and curation of the go-to-market roadmap

  • Product Sense – Collaborated with various strategy teams on the product design, user experience, product lifecycle and performance goals

  • Cloud Architecture – Promoted a Cloud native application consisting of scalable managed services and infrastructure to support multiple P2P blockchain protocols that enable Web 3.0 and DeFi connectivity to the Digital Asset ecosystem

  • Strategic Partnerships – Facilitated partnerships and due diligence for external relationships including data, sub-custody and Web 3.0 integrations

  • Blockchain Evangelist – Developed in-house corporate training, led all-company Digital Asset educational series and represented the company externally at Digital Asset conferences and vendor meetings

  • Project Ownership – Coordinated interdependencies across the organization and led monthly discussions with C-suite sponsorship to inform on overall product milestones and workstream specific updates including development, legal, compliance, infosec, marketing, etc.

  • Strategic Ventures – SME for venture capital programs to advocate for and ensure alignment to overall strategic vision for Digital Assets

June 2016 - July 2021

Senior Scrum Master

SEI Investments

Oaks, PA

  • Resource Management – Responsible for staffing 5 cross functional distributed teams across US, UK and India

  • Project Planning – Prioritized the program backlog based on client objectives and team capacity across multiple lines of business

  • Scrum Alignment – Facilitated Scrum of Scrums (SoS) to remove impediments and proxy scrum ceremonies at the team level

  • Communication – Actively communicated delivery assurance to senior leadership on key performance indicators (KPIs)

  • Process Improvement – Created and maintained multiple communities of practice, workshops, newsletters and handbooks

  • Servant Leadership – Agile coach and mentor to 8 scrum masters and 9 product owners

  • Vendor Management – Coordinated with vendors for delivery assurance, staffing, rate negotiations and visa management

  • Relationship Management – Developed and maintained key relationships with clients, market unit stakeholders, vendors and peers

  • Quality Assurance – Fostered automation, test first behavior, as well as the adherence to 3 sigma goals in all phases of testing

  • Production Support – Managed and negotiated the production support backlog via ServiceNow to prioritize fixes and mitigations

June 2015 - June 2016

Chief Product Owner

SEI Investments

Oaks, PA

  • Product Management – Coordinated with Design and Architectural teams on feature vision, design, UI/UX and performance requirements to manage product expectations and delivery goals with stakeholders.

  • Backlog Refinement – Conducted thorough review of backlogs for prioritization, story splitting and gap analysis

  • Requirement Analysis – Analyzed strategic business requirements across multiple domains including but not limited to portfolio management, sleeve-based accounting, trading, loaders, fees, intraday pricing, strategy and overlay management

  • Scrum Alignment – Led a Product Owner SoS to discuss dependent deliverables and designs, Agile techniques and best practices

  • Team Building – Developed strong working relationships while mentoring both Business and Quality Analysts

  • Business Writing – Created clear and thorough release notes, a domain directory and client facing knowledge content

June 2015 - June 2016

Master's Rotation Business Analyst

SEI Investments

  • Business Analysis – Designed business and technical workflows and wireframes based on feature requirements to guide development

  • Test Execution – Developed, designed and executed large efficient test suites using automated testing tools and the SEI application

  • Client Presentation – Conducted clear and concise working product and system demos for key stakeholders

  • Workflow Optimization – Optimized and automated several manual processes for file processing and reconciliation

Oaks, PA

Education

2013

Kutztown University

MBA

Kutztown, PA

Summer 2010

Maastricht University

Economics of European Studies

Cumulative GPA: 3.93

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Maastricht, Netherlands

2007-2011

Pennsylvania State University

Bachelors Degree

- Business Management

- International Business

State College, PA

Cumulative GPA: 3.49

Major GPA: 3.80

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Professional skillset

Entrepreneurial Mindset

Go-to-Market Planning

CA Agile (Formally Rally)

SQL

Microsoft 365 Suite

Axure RP 10

ServiceNow

Workday

Asset Allocation & Rebalancing

Postman

Digital Assets & Web 3.0

Financial Services

Certfications

Scaled Agile 4.0 SAFe® Agilist (SA) and SAFe® Advanced Scrum Master (SASM)

R3 Corda blockchain platform & Certified Blockchain Expert (Blockchain-Council.org

Gallup Strengthfinders

Communication, Activator, Strategic, Learner and Self Assurance

Languages

English (native)

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