Resume template - Cape Project Management Inc



Stuart Brogan SPCSanta Monica, CA 90405 Tel: 310-804-8865 mailto:stuart.brogan.wg05@wharton.upenn.edu AGILE SAFe COACH – SCALED AGILE PROGRAM CONSULTANT SPCAccomplished Enterprise / Program Level Scaled Agile Coach with SPC certification and a Wharton MBA. Experienced at leading organizations through initial and reboots of SAFe. Particular domain experience in Investment Management, TV and Banking industries. EXPERIENCEEliassen SAFe Consulting GroupSAFe Program and Team Coach Los Angeles, CAJun 2016-PresentCoaching at the team, program and enterprise level with direct linkage and participation in the LEAN Agile Center of excellent Led the organization through 16 program increments and a portfolio SAFe reboot to reset the environment such that it is much closer to the SAFe prescription and away from certain organic SAFe customizations.Particular focus on Program Increment objectives, executive reporting, team dynamics and standup, feature and capability development. Certified SAFe Program Consultant SPC, Scaled Agile Product Owner, SAFe Agilest (SA, PMPO and CSPO). Using JIRA, Slack, Confluence and Agile Craft.Refocusaed engineering practices using SAFe DevOps, DevSecOps including standardization of CICD MUFG / UNION BANK Consulting - Senior Product, Project Lead Los Angeles, CAJun 2015-May 2016As an independent Consultant at Union Bank, managed the requirements gathering phase of the Oracle Financial Services OFSAA implementation. Partnered with E&Y to configure Profitability, Cost Allocation, Revenue and Reporting modules.Adapt a waterfall methodology to incorporate some Agile principles with local and offshore resources. Define features and requirements and managed execution to ensure products were efficiently integrated with other bank systems and databasesMARKETSHARE INC. Agile Director of ProductLos Angeles, CA2011-20152nd employee in the Product team. Transformed to Agile and grew team to 20+ team members over a 3+ year period until company acquired.Agile Coach and Product Owner: Successfully motivated Engineering and Technical Product Management teams to substantially improved their product knowledge, execution and process.As a SCRUM certified product owner, managed projects to integrate data from large corporations in order to analyze and forecast acquired assets and revenue. Led scrum meetings for US/India resources and removed blocking issues.Visited clients such as Fidelity and Wells Fargo to understand their marketing user stories and feature requests and to generally enhance the relationship.Reporting to SVP Product. Directing and optimizing $10+Million yearly spend. Responsible for project generating $50Mil p.a. (95% of firm's revenue) - 50% yearly growth. Designing key product components such as simulation and optimization. Focus on performance attribution, modeling and analysis of marketing spend to help users understand the impact of their decisions e.g. what drove incremental revenue.Promoted company and product by executing interactive client demos of Optimizer to Fortune 500 prospects in addition to product, testing and engineering focused presentations, videos / interactive content.MORNINGSTAR Director of ProductChicago, IL2008 - 2011Using an Agile SDLC with weekly sprints and resources split between China and the US, developed and executed strategy to integrate 2 Hedge Fund products together while revamping the user interface of the premier offering Voted by peers to the National Board of the Hedge Fund Association (HFA). Catalyzed several business development initiatives that served Morningstar and the HFA including 2 conferences in Chicago. I was a keynote speaker at HFA conference focused on Hedge Fund regulation in 2010.Spearheaded the firm’s Internet-based Hedge Fund data analysis product, tripling the amount of new business in a 12-month period. Increased the volume of Hedge Fund data subscribers by 10x within a 15-month period, despite the troubled economic environment. Created a new eCommerce channel responsible for 80% of new business.Innovated Morningstar’s “Transparency Score” and “Operational Risk Flags” to assist the investor's selection/screening process by highlighting funds with Madoff-like characteristics.Optimized operational processes that acquired data from Hedge Funds, leading to the industries’ broadest coverage, and created a 40% increase in funds processed per employee within an 18 month period.CITADEL INVESTMENT GROUP Officer of the CIO – Product ManagementChicago, IL2005 - 2008Citadel is one of the world's largest Hedge Fund managers. Citadel's transactions account ~8% equities exchange volume.Directly reported to the CIO, assisting with strategy and development of the 600+ staff department.In partnership with Factset, designed and managed development of a proprietary core analytics applications to gather equity related data, and make proprietary earnings estimates available for Excel modeling.?? ?Defined requirements for the Portfolio Finance and Treasury information systems that managed the firm’s financial leverage. One such project saved $6million per annum, by optimizing FOREX forward positions.Developed mortgage service-rights amortization models and managed aspects of the mortgage servicer acquisition. STATE STREETProduct and Project Manager San Francisco, CA2001-2005Using a waterfall SDLC, spearheaded projects to enable the integration of $1.4 trillion Barclays Global Investor assets including iShares ETFs, into the Investors Bank. Architected plans and analysis documents for the following projects: security reference data, securities lending automation, corporate action processing. ROBERTSON STEPHENSVice President – Technology San Francisco, CA1996 - 2000Robertson Stephens was one of the most successful investment banks at the height of the Internet boom, underwriting 74 IPOs between 1999 and 2000Equity Research, Investment Banking and Technology / Internet Director, responsible for system development projects. Reporting to the CIO and Director of Research. Directed a high-performing group of 40 staff. Developed technology roadmap and established corporate Internet Product strategy from inception. Conceptualized, initiated and managed and products to help propel massive growth. Technology advisor to the CEO and COO. Assisted CEO with business development and presentations to fortune 500 companies. Efforts culminated in the development of a new business unit.EDUCATIONTHE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIAMaster of Business Administration; Major in Finance Directors List (top 10% of class) – final term of first year. First year Honors List (top 20% of class).Philadelphia, PA2005UNIVERSITY OF HUDDERSFIELD (ENGLAND)Bachelors with Honors in Computer Science ADDITIONAL INFORMATION Previously a National Board Member of the Hedge Fund AssociationPassed FINRA Series 7, 65. Series 65 was current and active through 2016. Passed the CFP examination in 2015. Passed Certified Financial Planner (CFP)Owner of several corporations holding real estate assets in Santa Monica. Formerly Managing Partner of Bayview FundAuthorized to work in the US, Great Britain and in the European petitive Cycling: performed in the 2010 US National championships and many of the largest US races. ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download