Product Owner / Architect at Bank of America Merrill Lynch

Agile and Team Leadership

  • Led Agile teams on key regulation-driven projects, in which applications facing 25k+ Financial Advisors were redesigned.
  • Started first Agile team within our organization.
  • Built a data-mining application (C#/.NET and MS SQL) to solve our team’s need for better test data.
  • Champion of iterative development, automation, and constant feedback loops.
  • Led our area’s Rally to JIRA migration of 50+ teams.
  • Representative to process efficiency working group for our organization. Presented ideas and progress to executive leadership team.

Check Deposit

  • Designed in-house check deposit tool with branch scanning UI, home office decision UI, and image recognition workflows.

Relationship Pricing

  • Solved a tricky ‘double-counting’ problem with free trades, and presented to executive leadership on remediation options.
  • Developed solutions for trade and multi-leg option pricing, both in batch and online.

Securities Based Lending

  • Team Product Owner writing User Stories, prioritizing and refining Team and Train backlog, developing product roadmap.
  • Led our team in PI Planning activities.
  • Covered functional areas of account opening, pricing, and collateral monitoring.
  • Worked as a Platform Architect helping to lay architectural runway and providing input to future strategic direction of our applications.
  • Leveraged Confluence to create and share design documentation.

Web Service Integration

  • Defined large data schema for SOAP/XML web services.
  • Coordinated end-to-end service alignment,
  • Leveraged deep knowledge of system architecture to resolve problems during a mortgage platform conversion.

Wire Transfers

  • Delivered wire transfer solution serving home office call center users.
  • Designed rule engine for evaluating risk of outgoing wire transfers.

Technology Analyst Program at Merrill Lynch