Cowen Solutions, LLC

CEO and Founder

Freeman Company

• Led e-Commerce project to re-platform bespoke e-Commerce Freeman Online system onto
Salesforce B2B Commerce
• Facilitated cross-functional prioritization meetings with key business, IT, and Executive stakeholders to define and prioritize user stories

Transformation Enablement Senior Manager

Origami Risk

• Reviewed and prioritized incoming enhancement requests and defects; helped define and communicate Product Roadmap
• Wrote user stories and defined acceptance criteria
• Collaborated with Development to implement Agile methodologies, including reviews and
retrospectives
• Administered and maintained JIRA workflow, forms, dashboards, and reporting
• Assisted with testing features prior to production release
• Managed the evaluation of advanced analytics vendors for potential integration
• Led design, development, and rollout of new dashboard and values collection experience.
Performed customer interviews using Figma wireframes to get feedback.
• Implemented scoring methodology for prioritizing feature requests

Senior Technical Product Manager

InRule Technology

•	Helped define and communicate the product strategy and release plan both internally and externally
•	Governed the product backlog across all offerings. After onboarding, organized existing backlog and closed 45% as duplicates or no longer applicable within six months.
•	Championed business goals and customer experience in sprint planning, daily scrums, and sprint review meetings
•	Managed monthly releases, including preparing release notes and assisting with regression testing. Led 44 minor releases and one major release, all of which comprised four new product offerings, 240 enhancements and 380 defects resolved.
•	Collaborated with Marketing to develop and execute product launch campaigns
•	Performed competitive analysis and provided battle card summaries to Sales and Marketing
•	Wrote articles about new product features and rule authoring best practices for InRule.com blog and updated Help documentation to explain new features and correct errors
•	Configured JIRA workflows and forms across all Product Engineering projects. Led successful team transition from TFS to JIRA and GitHub.

Product Manager

CS STARS

• Managed a book of business including four of the company’s highest profile and most complex accounts, including clients with > $1 million revenue and 200+ users
• Provided day-to-day client support including training, answering general application questions, troubleshooting system issues and assisting with technical questions
• Consulted with clients to help solve business needs through creative system implementations and configuration
• Trained and mentored junior System Consultants
• Developed client specific Crystal Reports 
• Performed User Acceptance Testing prior to new product releases

Lead System Consultant, Professional Services

• Managed multiple sprint teams using Scrum methodology.  Responsibilities included prioritizing features and defects, communicating and documenting business requirements and working with development and QA resources to implement new features and defect fixes 
• Maintained defect backlog and enhancement requests across six product domains and determined priority based on a number of factors such as severity and frequency
• Analyzed and designed solutions for complex business problems including currency conversion, correspondence modules and dynamic policy program graphs/heat maps
• Managed team of four Business Analysts and Product Owners
• Led International Client Advisory Board meetings in London and Brussels which included three days of application training and product roadmap discussions to 15+ clients
• Provided application training in Pune, India to 100+ offshore contract developers and QA resources
• Trained colleagues by conducting system demonstrations and creating both system configuration and end-user documentation
• Presented training courses at October 2013 Client User Conference
• Performed pre-release application testing, consistently finding the most defects of any non-QA resource
• Reviewed and approved marketing and help file documentation 
• Assisted the Client Technical Services group with post-production application support and technical troubleshooting
• Managed a major release across nine versions of the application for the “CMS” (Centers for Medicare & Medicaid Services) data transfer solution
• Developed over 200 business rules in InRule irAuthor application for calculating Indemnity Benefits

Product Owner

• Managed large migration project for Marsh US Claims Advocacy group including requirements gathering, prototype creation, development, data conversion, QA testing, UAT testing, training and release
• Provided system support for 250+ active users
• Created custom SAP Crystal Reports and Business Intelligence reports for various clients

Lead Solution Architect, Global Specialties

Aon Benfield

• Gathered requirements and created product release schedules for enhancements to the CatPortal application
• Collaborated with software development, analytics and actuarial groups to ensure CatPortal product enhancements were implemented on schedule
• Developed JIRA workflow to manage defects and enhancement requests

Assistant Product Manager

Evergreen Bank Group

• Provided systems support for all bank software products and managed new software implementations and upgrades
• Prepared response to Illinois State IT exam
• Managed relationships with 3rd party IT vendors
• Implemented bank-wide Shortel VOIP phone system
• Converted bank cash letter to Branch Capture and Check 21 image exchange platforms

Vice President, Operations

Marsh

• Gathered and documented claims functional business requirements across Marsh global offices
•  Worked with Information Architect to design claims system HTML prototype
• Prepared specifications for application workflow and functionality

Senior Business Analyst

• Managed client projects and configured client accounts specific to workflow and business rules
• Wrote custom SAP Crystal Reports designed for clients' business needs

Client Service Consultant

Oak Brook Bank

• Provided systems support for bank-wide software Jack Henry Silverlake, lockbox 
software IntegraPay, and consumer loan software Appro
• Developed custom Delphi programs to track employee vacation time, external recruiting and online viewing of lockbox images for clients

Assistant Vice President, Systems Services

• Completed rotations through all areas of Treasury Management Operations
• Managed a project to obtain and implement new lockbox software IntegraPay

Treasury Management Representative

Extensive experience designing, building and implementing software solutions for large enterprises. Execution-focused leader passionate about quality, scalability and completeness. Significant hands-on experience with a variety of technologies. Skilled at managing large, complex projects for diverse cross-functional global teams using the Scrum methodology. Adept at working with both external clients and internal stakeholders at all levels of an organization. 

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