Detail-oriented Senior Product Manager with 15+ years of executive-level experience, who excels at leading product strategy and business development using in-depth knowledge of market trends. Powerful blend of technology vision and business acumen results in consistent development of powerful business strategies supported by cost-effective, high-performance IT infrastructures, and applications. Successful at developing product road maps and leading cross-functional teams, onshore and abroad, from prototype to release.
Agile methodologies (SCRUM)
Business process improvement
Project cost planning
Systems Development Life Cycle (SDLC)
Mitigation plan development
Risk mitigation and management
Platform scalability forecasting
SENIOR PRODUCT DEVELOPMENT MANAGER, 05/2008
to Current Morningstar, Inc – Chicago,
Pioneered the development of new product offering, Morningstar Report Portal; enabling Morningstar to penetrate a new segment leading to net new 2.25M annual revenue and creating an anchor to Morningstar\'s flagship institutional research platform, Morningstar Direct; leading to 97% retention rate and stabilizing 110M annual revenue business.
Established agile enterprise-wide best practices and operating controls for software development, and guided it through implementation development teams onshore and abroad.
Brought in key clients to Morningstar\'s custom reporting solutions through compelling product demonstrations (Blackrock, Fidelity Investments, Putnam Investments, Morgan Stanley, JP Morgan, and Franklin Templeton).
Lead brainstorming sessions with business partners, technical stakeholders, visual designers, and support teams to compose comprehensive specification documents.
Collaborated with asset management firm executives to customize their selling platform using Morningstar Sales Portal enabling them to generate sales illustrating the newly improved portfolio.
Increased the customer net promoter score from a negative in 2007 to a positive in 2008 by improving the usability, performance, stability and quality of Morningstar Office.
Led the development team that created the web and mobile user interfaces for Morningstar Direct and Morningstar Sales Portal.
Manage and drive the direction of Morningstar Direct investment product in the areas of portfolio accounting, performance measurement, and 3rd party product integration.
Interact with clients daily to understand their changing business needs and market trends in order to prioritize product enhancements.
Consult with the product managers, marketing team, and sales force to identify product strategy and execution.
Manage, coach, and mentor a staff of 20 responsible for the development and testing of new investment tools and processes abroad.
Implemented and launched key features crucial to Morningstar Office that enable the sales team to target larger offices and higher revenue opportunities.
Received the highest marks of all my product development manager peers from our offshore teams in areas of team leadership, team communication, functional specification clarity, release planning, and project execution.
Consistently received performance scores in the highest percentile during 2008-2017 reviews.
Principal Systems Analyst, 04/2006
to 05/2008 Fidelity\'s Registered Investment Advisor Group – Boston,
Led the business and systems analysis effort to develop a new wealth management advisor workstation intended to replace the outdated advisor platforms.
Managed extensive application requirement sessions with 3rd party product experts in customer relationship management, portfolio management, financial planning, and compliance to extract business critical functions required to meet the demands of today\'s investment and wealth managers.
Facilitated extensive design sessions with many sub-system groups to create an integrated suite of best of breed products that delivers superior functionality to Fidelity\'s clients.
Reengineered the existing thick client functionality into comprehensive business requirements to be carried into the ASP architecture of the new wealth management platform.
Led the analysis effort to fully integrate Fidelity\'s Advisor Channel workstation with a 3rd party separate account management offering, provided by Envestnet Asset Management.
Analyzed ways to improve and automate the workflows with the Envestnet partnership to maximize efficiencies in advisor services and support.
Adhered to rigid best practices and process frameworks in areas of product delivery methodology (PDM), project management, change management, requirements traceability, use case development and the unified modeling standard for constructing software systems (UML).
Software Engineer, 06/2002
to 03/2006 Putnam Investments – Boston,
Managed team of developers to enhance Fidelity\'s non-qualified plan system by brainstorming new client requirements, writing technical specifications, conducting system analysis, and delegating tasks.
Composed extensive design documents through all phases of the FSDM project life cycle including Systems Requirement Analysis (SRA), System Delivery Specification (SDS), and Technical Systems Design (TSD) documents.
Developed robust, mainframe-based system that measures the effectiveness of mailed literature campaigns to Fidelity\'s participants.
Built and implemented flexible, non-qualified plan application to provide clients the ability to create and maintain their desired elections for receiving distributions.
Consulted with Fidelity\'s plan administrators to establish the automated workflow and system design, based on existing and future business requirements.
Constructed system used by key players of Fidelity\'s clients who participated in non-qualified plans and decide on Fidelity\'s presence in respective businesses.
Technical Team Leader, 08/1999
to 05/2002 Putnam Investments – Andover,
Managed and executed all operations of six-person software team and was awarded a Keane achievement commendation for my efforts.
Implemented and applied the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) to Putnam\'s existing incoming and outgoing payroll processing systems.
Adapted to the constant business requirement changes of the project ensuring team worked at maximum capacity under strict deadlines.
Trained, instructed, and presented the project strategies to new and existing members of team based on my business consulting, system analysis, and technical specification writing.
Analyzed employee performance to provide recommendations for resource adjustments.
Lead software team in the development and support of Putnam\'s incoming payroll pre-edit processing system.
Wrote technical specifications that detailed the customization of the system to meet the needs of clients.
Ensured that modifications made to the system followed the overall design scheme of the pre-edit architecture.
Re-analyzed/Re-coded system to maximize efficiencies in areas such as data I/O, error handling, and reporting.
Consulted with users daily to ensure they effectively communicated new issues and concerns to the client.
Bachelor of Science: Engineering,
Bucknell University - Lewisburg,