Independent

I help people navigate financial decisions they worry about most.

I'm passionate about this because the wealthy should not be the only people that know how to do it.

Financial Services Professional

Indiana Army National Guard

Maintain satellite communications equipment and associated devices. Conduct stressed and unstressed network operations during mission related tasks. Prepare system and equipment related forms and reports in accordance with military standards.

Satellite Communication Systems Operator/Maintainer (25S)

Eli Lilly and Company

IT Business Analyst

Data Analyst

JAN-PRO 

Keeping your workspace clean and organized so you don't have to!

Franchise Owner

I try to help people in three ways:

1. Introducing them to other people they want to talk to

2. Helping them find a mentors to help them

3. And as a Financial Professional, helping them think through anything in the world of finance that worries or concerns them.

Legal Statement:

Jacob Fisher is authorized to conduct life insurance business in Indiana and may be licensed in other states. Financial Professionals cannot conduct life insurance business in states in which they are not licensed. This communication is not a recommendation or endorsement of any product, service, or issuer. Third party posts do not reflect the views of Jacob Fisher and have not been reviewed for completeness and accuracy. All further communications from this Financial Professional must be sent from and received by jfisher@oneindianafinancial.com.

Jake Fisher

Freddie Mac

Trusted Advisor Senior Tech Lead

Developed and implemented a strategic portfolio management process and prioritization framework for projects and products.  
• Implemented and coached agile framework best practices into the product teams.
• Defines and executes the strategic roadmap for enterprise-level programs and products, aligning them with overall company goals and market trends.
• Directs the lifecycle of company product portfolio, overseeing ideation, development, launch, and optimization, while ensuring alignment with customer needs and market demands
• Leads and manages large-scale enterprise programs, ensuring timely delivery, effective resource utilization, and successful outcomes, while mitigating risks.
• Managed and mentored a team of program managers, product managers, and other professionals, fostering a culture of innovation, collaboration, and excellence.
• Collaborates with stakeholders across various departments, including engineering, marketing, sales, and finance, to ensure a cohesive approach to program and product development.
• Conduct voice of the customer activities to stay abreast of industry trends and identify opportunities for innovation and growth within our product offerings.

Vice President of Enterprise Program Management Office

Rankipedia

Board Member

Guild Mortgage

• Shaped the retail sales tech strategy, aligning current systems with future innovation, product development, and overseeing implementation during mergers and acquisitions.
• Drove product enhancements, manages CRM priorities, and ensures smooth data operations, focusing on Salesforce Sales Cloud integration.
• Guided and supported multiple product and business teams, ensuring high-priority work is completed on time and aligns with established goals.
• Implemented sales best practices, fostered user adoption, and communicated progress effectively to stakeholders and management.
• Managed scope changes, risks, and contingency plans collaboratively with project teams, ensuring goal alignment and successful outcomes.
• Coordinated cross-departmental efforts for product deployment, fostering relationships with vendors and partners for optimized features and ROI.
• Lead and mentored a team of eight direct reports handling product ownership, analysis, development, and administration in Salesforce.

Director of Sales Technology Portfolio Management

Homepoint

Set the overarching vision for the Enterprise Agile Program, aligning it with the organization's strategic goals.
• Collaborates with agile discipline leadership to drive continuous process improvement within the software development lifecycle.
• Designed and implemented a robust Center of Practice for all agile disciplines, fostering excellence and consistency throughout the organization.
• Worked closely with the Lean Portfolio Manager to enhance the portfolio management process through process improvements.
• Reported software development lifecycle changes and scrum team updates to senior and executive leadership, ensuring transparency and alignment.
• Defined and lead the execution of Technology Development special project initiatives, such as vendor management, labor strategy, and CAPEX budget management, while continuously improving operational processes for optimal business efficiency.
• Prioritized and guided leaders in key areas such as goal setting, labor strategy, metrics management, and communications, contributing to strategic planning and streamlining efforts across the organization.
• Collaborates with key partners, stakeholders, and team members to foster ongoing alignment, drive business results, and establish consistent communication channels to promote and advocate the efforts of the Technology Development group to internal and external customers.
• Ensured alignment between Technology Development operations and business strategy across all business units and functions within Homepoint.
• Oversaw Technology Development projects, ensuring proper planning, funding, staffing, and reporting, while maintaining a consumer-focused approach.
• Effectively managed large project and product teams with diverse talents and responsibilities, ensuring collaboration and synergy.
• Lead all change management efforts, including rollout plans, procedure updates, communications, and training initiatives.

Senior Director - Technology Development Initiatives

Sr. Director - Project Management Office

Sr. Director Correspondent Systems Integration & Training

Freedom Mortgage

•	Organize project activities in accordance with the PMO processes.
•	Strategically assign tasks based on direction of the organization.
•	Implement and manage change to achieve project goals.
•	Advised senior level executives and stakeholders on project status, issues, risks, and required actions.  
•	Provided accurate and transparent reporting of project status.
•	Coached and mentored three project managers across the enterprise.

Associate Director - PMO Enterprise Business Solutions Office

•	Provide corporate oversight and governance for strategic, complex initiatives that span across the enterprise.
•	Manage projects and programs for strategic and enterprise level initiatives, to include budget, schedule and change control, development, testing, status reporting, client and team coordination and quality assurance.
•	Establish roadmaps and implementation strategies for large scale projects.
•	Develop project charters, RACIs matrices, communication plans, and program/project plans for complex initiatives. 
•	Manage risks and issues for enterprise initiatives.
•	Coach and mentor three project managers within the Strategic Initiative Office.

Project Manager - Strategic Initiatives Office 

•	Manage projects and programs for system related changes through the various phases of the SDLC (requirements, design, development, and testing), to include status reporting, schedule, and risk management. 
•	Provide leadership for internal process improvement initiatives to meet enterprise goals.
•	Analyze business workflows for efficiency, productivity, and cost savings using technology.  
•	Make recommendations for improvement and assist in the implementation. 
•	Assist with cost benefit analysis for all strategic projects.
•	Develop a full understanding of business requirements, impacts and potential issues across various processes and cross-functional departments. 
•	Document detailed business and functional requirements, user stories, and all other supporting analysis documentation.  
•	Translate business requirements into high-level design and detailed system specifications.
•	Coach and mentor analysts within the organization.

Senior Business Analyst/IT Project Manager

At Freddie Mac, my role as a Trusted Advisor Senior Tech Lead synthesizes strategic vision and technical prowess, directly contributing to cutting-edge solutions in the housing finance sector. Our team's focus on manufacturing process improvement and analytical skills has elevated Freddie Mac's position in the market, ensuring our products meet the rigorous demands of modern finance.

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The Battle

Jake Fisher

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