Accomplishments Include:
My Professional focus is helping uncover opportunities for innovation by understanding the jobs to be done from a customer’s point of view. I teach all Scrum.org classes, including Advanced Professional Scrum Product Owner, Evidence-Based Management, Professional Scrum with User Experience, and Mastering OKRs.
 
Served as an Enterprise Agile Coach/Scrum Master at Marathon Petroleum for a Scaled Agile Implementation.  Designed and implemented a demand management process and the adoption of value metrics to show the true value of investment efforts. Led their effort to implement Lean Portfolio Management, mapping OKRs to Features and Epics at the enterprise level, supporting investment decisions.
 
Licensed to teach all the Scrum.org & ProKan.org classes.  In 2019-2022, I provided Agile/Lean/DevOps training to over 1500 people at various Fortune 500 firms and government organizations. Training included Agile Leadership, Scrum Master, Advanced-Product Owner, Scrum with User Experience, and Scrum with Kanban. Clients include Walmart, Capital One, Merck, US Army, Homeland Security, Wells Fargo, Credit Suisse The Hartford, Met Life, Beazley Insurance, and Marathon Petroleum.  Trained and coached over 250 people at CapitalOne on incorporating Design Thinking practices into their Scrum cadence using Lean/UX.
 
Enterprise Agile Coach for an agile transformation at Moody’s Corporation with a focus on the successful delivery of the One Ratings Platform.  Providing Professional Scrum Leadership, Product Ownership, Scrum Master, Developer training, and guidance to the Project Management Organization on scaling up to nine scrum teams focused on ratings and six scrum teams focused on finance.  Worked exclusively with Product Management to help them better align with customer demand.
 
Started an enterprise agile transformation for BNY Mellon Enterprise Work Flow Solutions Team.  Completed a successful pilot with the Enterprise Workflow Solutions team. At the completion of Sprint 12, the team has achieved the Sprint goal in each of the last ten sprints and continues to improve their definition of done and automated end-to-end testing while producing a working software increment each sprint.  Coached the Product Owner on the importance of having a Product Vision that aligns with the Business Mission and Strategy as a tool to help with backlog ordering.
 
Coached ten scrum teams to transform the Middle Office outsourcing product and service.  Coaching teams on the Scrum framework and prioritizing a product backlog in support of several client product deliverables.  Trained 100+ people on Scrum and facilitated four Product Backlog Increment planning workshops.
 
At J.P. Morgan Chase, coached the product groups on the development of user stories and using story mapping to help with prioritization along with coaching 2 teams on the utilization of the Scrum framework and lean engineering practices.  This engagement was focused on improving the marketing capabilities related to A/B testing.
 
Served as an Agile Coach at AIG in their Business Excellence Department teaching agile and lean methods to their team members and executive leadership in the Multi-National Operations Group.  Trained 70+ team members and 20+ executives in Agile and SCRUM.
 
Consulted as an Agile Coach at Neuberger Berman Investment Bank to teach agile and lean methods to their Compliance, Financial Reporting, and High Net Worth groups.  Interests include how to scale agile frameworks to include enterprise architecture and technology investment/project governance.
 
Consulted at Warner Music Group as a Scrum Master/Agile Delivery Leader for the development of their Strategic Mobile Solution along with a Platform as a Service solution, Continuous Integration and Deployment, and infrastructure build-out related to the Warner Cloud Platform (hybrid cloud using Pivotal Cloud Foundry). Current cloud environments being supported included AWS EC2, Tier1, and Bluebox.  The development environment includes Ruby, JavaScript, Java, ElasticSearch, Cassandra, and Titandb.  In addition to managing the development of the Cloud Platform and associated APIs while maintaining backward compatibility for business line application development, I was also responsible for managing infrastructure support and migrating all business technology solutions to the cloud. Coached teams on using Agile techniques, including best practices concerning software development, as they migrated from a data center to a complete cloud architecture. (Test-driven development, continuous integration & deployment, pair programming, and automated testing.)
 
Provided Agile Coaching consulting services to MetLife’s Corporate Benefit Funding (CBF) business to better integrate agile software projects into enterprise governance and improved risk management.  Introduced the Envelope method as a framework being utilized by portfolio management on the Annuity Customer Experience program with the goal of continued customization for MetLife so that it could be leveraged in future efforts. 
 

Responsible for the software product development and infrastructure design, procurement and provisioning to enable eight product lines and two websites. Provided infrastructure architecture leadership in the build out of a new data center and migration of an Oracle data warehouse and applications to support the delivery of eight information products being delivered to 700 customers including Aetna, WellPoint, BlueCross Blue Shield and Emblem Health. • Management responsibilities included HIPAA & PCI-DSS compliance efforts along with design and development of our consumer and eCommerce website projects. • Led a team of developers in the design and development of The FAIR Health Consumer Cost Lookup website using of ASP.NET/C#. Developed an Android based cost lookup application using eclipse/java. • Managed the implementation of Salesforce.com customer relationship management system.