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Title Project Management Product
Target Location US-TX-Addison
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McKinney, TX, Street Address  Dallas Metroplex, USAEMAIL AVAILABLE Mobile PHONE NUMBER AVAILABLE Candidate's Name  - Linked in profileAccomplished Project/Program and Product management professional, Trusted Servant Leader, Collaborator and Facilitator with a proven history of over 23 years total experience and 12+ years leading complex initiatives/programs and driving transformative change for large organizations.Recognized for expertise in conflict resolution, executive reporting, stakeholder management, and end to end solutions. Versatile experience and success in project management at Charles Schwab, State Farm Insurance, United Airlines. Committed to delivering strategic solutions for organizational excellenceSphere headed the program of Multiple projects for Merger/Acquisition (Financial Merger) with 2 technical platforms to be migrated and provide uniform for Charles Schwab. Migrated 3.5 million accounts and merged it with existing 2.5 million seamless migration with Unified platforms for Charles Schwab. (Trading platform/Portfolio Rebalance platform), also worked with Investment banking, Capital market/Fin Tech area for Advisor services.Played Pivotal role to gain operational efficiency with digitalization of claims data more than 50% for one of the large insurance companies for Claims processing. (Claims Center) and Policy Administration (Policy, Underwriting, Billing and Payment) implementation, Agency Sales Enhancement (Sales ChannelChampion on delivering Data Center migration/Cloud Migration, Cyber Security/IT Security Risk compliance framework implementation, Service management tool suite (SaaS) implementation and managing cross functional teams.Holds certifications as a Project Management Professional, and Scaled Agile Framework for Enterprise 4.0 Scrum Master, along with a masters in business administration, Awarded Consultant of the Month at KForce Inc. (United Airlines).Skills:Management, Execution and Delivery of Large-scale, Complex, Tier-1 and Cross-functional projects/initiatives (business and tech), ensuring close monitoring on Scope (Deliverables), Timeline and Budget and Delivery of Key milestones.Define, Manage, and execute Strategic plan as well as program and project plans. Strategic planning, Program/Project planning, leveraging Innovation/AI tools, Working with PMOChampion on Managing the Cost / Budget, Scope, Resources, Quality, Risk as well as Tracking the Schedule & Dependencies, project artifacts delivery and SLA/KPI/OKR Monitoring.Excellent Servant Leadership skills, Coach for team, Facilitator for stakeholders, Critical thinker for Risk management and planning, Analytical skills, Problem Solving, Decision making and Negotiation skills, Conflict resolution.Effective Communication and Presentation - Executive Reporting including C-Suites. Align Status with project/program and business goals and track with critical milestonesAdherence to process and implement Process Improvement approach for Business and Technical GroupsAnalyze End Client experience and improve the applications/processes to gain productivityImplementation of major product suite, Platform, Merger and Acquisition and/or SaaS implementation (Vendor or In-house product suite)Accomplished experience working with Matrix Organizations with geographically distributed teams and leading those teamsStrong Technical and Business acumen with Project Management methodologies expertise like Agile, Waterfall, Scaled Agile, Iterative incremental delivery (Software Development Life Cycle - SDLC, Project Management Life cycle - PMLC, Product Life Cycle)Stakeholder management and Partnership: Sound experience of Cross functional teams Management with Business, Technology, Product, Vendors, Compliance, Architect/Engineering, Development team, QA, Security, Legal.Can perform any of these roles: Program Manager Integration Solution provider Strategic initiative leader Transformation leader Merger and Acquisition lead Strategic Platinum or principal consultantSpecialty Project/programs delivery in the following areas:IT Security Cyber Security Service Management Data Center Consolidation and Migration Public Cloud Migration Digital Application Application Modernization  P&C, Claims, Life, Billing and Payments for the Insurance sector, Trading and Portfolio platforms for Finance Services Sector Technical Infrastructure Scalability Platform Migration Implementation of SaaS tools/solutions for various areas. Portfolio ManagementExperience:Charles Schwab Corporation: Senior Manager- IT Program Management (Senior) Westlake, TX, 76262, USA 07/2018-01/2024Merger and Acquisition: Led the data migration of iRebal and Thinkpipes platforms, orchestrating the transfer of more than 3.5 million accounts for 11,000 advisors from TD Ameritrade to Schwab. Oversaw a $10 million budget and directed a 50+ member advisor services team (3 years). Migrated both companys clients with trading accounts, subaccounts, Balance, Positions, Open orders, user preferences, watch lists and provided Unified platforms for end client at the end of acquisition cycle, (WEALTH MANAGEMENT business function)Collaboration and Partnership: Collaborated with Office of CTO (OCTO) to define, design and deliver Data Center Build, Data Center Migration and Public Cloud migration. Partnered with business leaders, Architecture, Security, Tech and DevOps and other corporate functions and worked as Senior Program Technical Lead.Corporate Actions: Regulatory Segment: Integrating Corporate action, Tax areas applications and enhancements to fulfill regulatory requirements and improves Process flow.Infrastructure modernization: Executed the migration of Public Cloud-ready applications (< 50) with meticulous governance in initial 2 years, ensuring a seamless transition. Achieved optimal efficiency with scalability and availability.Developed a comprehensive Data Center Strategy to enhance data accessibility and control in the initial 2 years. Collaborated with Engineering and Vendor Management teams to build a Data Center (Size of 20,000 SQ Ft) for optimal operational efficiency (Worked with CRE, Engineering teams) and established 99.9% of availability of critical application, establishing threshold and governance for Business resiliency, as well as formulated a successful Public Cloud Migration Strategy.United Airlines: Sr. Project Management/Program Management Consultant, Chicago, IL, 60601, USA 08/2017 - 07/2018Improved field operations efficiency by approximately 10% through the successful delivery of medium/large IT projects, demonstrating a commitment to operational excellence. Directed and executed initiatives within the IOE PMO, overseeing projects in infrastructure, operations, engineering, data analytics, and the Tech Ops Modernization Program.Implemented cutting-edge technology and infrastructure to optimize operations, resulting in the enhancement of customer-facing and mission-critical IT applications for the benefit of United Airlines' clientele.Spearheaded critical application enhancements across various domains, including Airport, Cargo operations, Commercial, Pet-Safe, Royalty, and Customer experience programs.Caterpillar Inc.: Sr. Project Management/Program Management Consultant, E Peoria, IL, 61611 USA 03/2017 - 06/2017Elevated computing environment efficiency by consolidating the data center strategy and migration approach, displaying data of optimum infrastructure utilization with all the data centers, strategizing a smooth data center consolidation with rearchitecting strategy along with cloud migration approach as well as optimizing Business Resiliency processes (Disaster recovery) for the operational excellence.American Family Insurance: Sr. Project Management Consultant, Madison, WI, 53783, USA 01/2017-02/2017Successfully managed two projects utilizing the Agile approachPlayed a pivotal role in delivering strategic and tactical projects for the Enterprise Customer Communication (EC2) Program, employing both Agile and Waterfall methodologies to enhance efficiency in customer communication.State Farm Insurance: Sr. Project/Program Management Consultant, Bloomington, IL, 61701, USA 11/1999 - 12/2016Cyber Security Leadership (ITSRC and ITGRC)  Technology Risk Management:Led the design and implementation of a comprehensive IT Risk and Compliance framework, aligning with Dodd Frank, GLBA, HIPAA, and PCI standards. Ensured organization-wide compliance with federal government reporting. Used ITIL, COBIT standards and guidelines for framework development and implementationImplemented a Risk Assessment Compliance Assessment (RCSA) model, collaborating internally with Threat and Vulnerability, Identity and Access Management (IAM), and network security teams. (Program Manager)Strategic Data Center Consolidation and Migration:Spearheaded the establishment of an Agile Environment for seamless data center and cloud migration. Served as a Program Manager/Release Train Engineer, managing SAFe deliverables and facilitating Agile PI-Planning.Conducted technical and architectural assessments, making informed decisions on premises/cloud migration, and ensuring smooth application migration.Service Management Excellence and Infrastructure Modernization:Implemented a SaaS solution for IT Service Management tool suite, integrating with asset management, configuration management, and monitoring solutions.Successfully managed 7-9 initiatives of IT Infrastructure Modernization, demonstrating adept leadership in project management and financial acumen. Managed a substantial budget of $14-$18 million. (Infrastructure Modernization)Digitalization for Efficiency:Implemented enterprise content management, optimizing master data management processes. (Claims Center)Successfully executed digital solutions for Property and Casualty Applications, covering Policy administration, Auto rate implementation, Payment plan system, and claims application.Worked on State Farm Bank program - (WEALTH MANAGEMENT business function) to enhance business functionality with digital application (Front and back-end workflow enhancements)Achieved over 50% improvement in workflow and process efficiency.Reduced administrative overhead by more than 60%.Innovative Banking Solutions:Designed, developed, and implemented innovative banking products solutions for the banking division, contributing to the organization's technological advancement and service excellence.Business Resiliency Enhancement:Streamlined BCIM processes, enhancing Business Continuity Incident Management tools. Collaborated across IT Service Management and other business units to fortify business resiliency, achieving a 99.9% availability of critical systems.Conducted regular Continuity tests, collaborating with Business, Architecture, and Service management/support teams to implement efficient solutions.Sr. Software Consultant/ Patni Computers (now Capgemini) Mumbai, India (1997-1999)Progressive experience: Manager (IT), MIS Executive and Software developer roles. Various organizations (1983-1997)Education and Certifications:Master of Business Administration (MBA), Gujarat University, India 06/1993Bachelor of Science (BS)  Physics, Gujarat University, India 08/1981Project Management Professional (PMP) 04/2001 to 04/2026Scaled Agile Framework for Enterprise 4.0 Scrum Master (SAFe SM) 07/2017- 08/2024Certified Scrum Master (CSM) 11/2008Award and Recognitions:Consultant of the Month, KForce Inc., Chicago - IL, USA, Dec 2017Volunteer, Project Management Institute (Central IL Chapter) Board, 2001-2006Project Office Advocacy Council (POAC) - PMO, State Farm Insurance, Bloomington ILSteering Committee - SEI CMM Implementation, Capgemini, Mumbai, India, 1997-1999Executive Summary:Overall expertise on large platform or tools implementation: Document Management tool, Trading platform, P&C Insurance tool suite, Service Management tool suite, Security framework, Cloud Migration Framework (All tier-1 and highly visible organization change management initiatives). EMC Capital Documentation management platform, HP Service management and Guidewire kind of SaaS solution

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