Fidelity Investment Services – Capital Markets: Sept 2023 to Feb 2025

Enterprise Business Agility Consulting

• In the Private Credit Division, Full SAFe Configuration install, beginning with 3 ARTs, an SRE/Infrastructure Solution Train, and layering in Lean Portfolio Mgmt in 2024.
• Mentoring the Senior Leadership Teams for 3 Divisions (Transfer Agent, Derivatives, Virtus BPaaS) on Lean Agile Leadership and leading timely in the adoption of SAFe towards full benefit realization
• Launching one central LACE and Implementation Communities for each line of business.
• Co-Authoring a Transformation Backlog in ADO, sparking bi-directional influence and ownership between Implementation Communities and LACE
• Staffing assist and Mentoring a coaching team (3 consultants, 20+ internal SPCs) in the Launching of ARTs across 12 divisions (Lines of Business).
• Scheduling and Conducting SAFe Training (Leading, PoPm, S4Teams, S4Archs, S4Sms, LPM, APM)
• Working towards C Suite influence and Enterprise Risk Committee on key adaptations to Annual Planning Process, Incentive Programs, and HR implications for career path changes and Agile talent screening, acquisition and retention