RECRUITER SUMMARY

    XXX (PSM™, IAPM-CAPM)

         Agile Program Manager | Scrum Master | Product Manager | Digital

Passionate, result oriented Agile Program Management professional over 14 years of experience, of which last 10 years in Hong Kong. Agile Scrum Master, Digital Delivery Manager, Agile-Coach, Product, and Project Manager roles within Investment Banking, Financial Services, Hedge/Asset Management, Consulting, Insurance, Fintech Start-Ups.

Lead Product/Program across Technology and Business an enterprise-level responsible for multiple Agile teams in global, regional team env.  Project/Program leading experience in both Agile and waterfall approaches. Proficient in product roadmap planning, delivery planning, projects scheduling, tracking, monitoring risks, resolving problems, and delivering according to plan. Few work examples are Agile & Digital Transformation for Retail Banking and Wealth Management, XXXMOVE Digital APP, PocketTrader Trading APP, OTC Platform (Derivatives, FICC, Equities), Liquidity & Cash Management, Quantitative research & Trading, and Regulatory, Ops. Process Transformation.

Agile Scrum Master/Coach – Lead, facilitate, and trained teams from small lean start-up to large enterprise scale for Agile, Scrum, Lean, SAFe, Large Scale Agile, DevOps initiatives. Setup agile project working practices and facilitate rituals for Small as 1 scrum team to 10+ team in scrum of scrum, enterprise agile setup in regional and global env. 

Domain knowledge - Digital transformation for Bank and Insurance product’s customer Journeys. Significant experience with IB, Corporate, and Retail banking. Bank’s front, middle, and back office systems. Experience with OTC Derivatives, FICC-Equity, Trade confirmation & settlement, Reconciliation, Liquidity & Cash Management, Strategy Back-Testing Engine/Performance Analytics, Market Data Connectivity, Quantitative Research & Trading, Regulatory, Wealth management.

• Executive Certificate Program, Entrepreneurship Essentials| Harvard Business School       
• Certification of Digital Product Management | Boston University- Questrom Business School
• Certified Agile Project Manager | IAPM, International Association of Project Manager
• Professional Scrum Master | Scrum.org                                               
• Project Management |University of California   
• Lean and Six Sigma, Yellow Belt |UBS Business University                                                                           

• Bachelor of Engineering (BE), Computer Science | 2002 - 2006 XXX University
• Post Graduate Diploma, Advanced Computing (DAC)| 2007 - 2008 XXX College
• Executive Program, Innovation & Entrepreneurship: Start-up Formula| 2018 – 2018 XXX Univesity

• Agile Frameworks/Practices:  Scrum, Scrum of Scrum, Kanban, Agile@Scale, SAFe, Lean, XP
• Project Tracking: JIRA, Rally, Trello | Project Planning:  Confluence, MS Office, Visio, Casewise, MS Project
• Product Design: Draw.io, MockPlus.  Applications: Backend platform, Web, iOS, Android 
• Emerging Tech: Basic AI [Machine Learning, NLP], Big Data, Analytics, Predictive Analytics
• Dev/DevOps Pipeline: Mobile dev stack and Java/REST API, Microservices, GitHub, DevOps Tools
• Cloud Services/Security/Monitoring: AppDynamics, Google Analytics, Amazon Web Services.                                                                                               

Large Digital Program - XXX APP

As Regional Agile Product Delivery Manager/ Scrum Master Lead Multiple Agile squad team across many workstream to deliver digital app for different market to achieve strategic goal and promote Manulife branding, cross-sell, partnership across Asia.

• Setup squad sprint’s KPIs and Squad Assessment framework to review progress toward agile adoption and delivery.

Large-scale global Lean -Agile Digital Transformation Program

Lead multiple complexes streamlining/Continuous Improvement initiative of wealth management portfolio (SMIP, Corporate Action for US, HK-China connect market). Delivering the value through deploying the lean and agile practices and leveraging the light automation, AI, Digital solution. Future estimated benefit for these change yearly $1.2 M save on operation cost and Improved cycle time by providing simplify customer journeys and automating the process. Save 90% uses of paper by providing digital solution and customer experience improvement.

• Develop and execute project management plans including scoping, scheduling, resource planning, and costs.
• Responsible to work with stakeholders to review and validate the business requirement, pain point and other channel, information flow. capture the details using Lean A3/Business Canvas Model to prepare the business case.
• Review and map the current process using Lean Value Stream Mapping to identify the area of improvement and bottleneck in the current process. Prepare the To-Be Process and work with different stakeholders, IT, automation for feasibility.
• Prepare investment feasibility, prepare the investment summary for projects for budgeting committee for approvals.
• Work directly with a various stakeholders Business owner, Leads, IT /Automation (AI, Chatbot, Machine learning, RPA Team) and risk/compliance team across multiple geographies.
• Setup and lead the agile pod team for the delivery of identified customer journey improvement projects.
• Setup Agile Project working practices; And Lead & facilitate the Large-scale process of Program increments roadmap planning, Release Planning, Sprint Planning, Daily Scrums, Sprint Reviews.

Product Manager - FinTech Lab's New Start-up Idea Initiatives

Agile Scrum Master / Project Manager- Quantitative Research & Trading Platform

Responsible for forming, coaching new team for greenfield product development via agile methodology and latest DevOps Pipeline, Build and setup team, processes from ground zero for greenfield Quantitative Research & Trading platform development and directly lead 20+ team member to successfully deliver the platform.

• Manage and drive end-end product delivery for greenfield proprietary quantitative research & Trading Platform.
• Lead and facilitate Web, iOS, and Android Scrum teams for Strategy Analytics and Social Trading App development in Agile, DevOps culture.
• Work with portfolio managers to finalize the project deliverables, prioritization, estimations and planning
• Coach both Delivery Team and stakeholder on Agile, Scrum framework, and Prioritization techniques
• Track sprint and development team backlog, manage communication with stakeholders on the status of projects.
• Introducing & adopting best practices for Agile, Software development and DevOps Pipeline.
• Leading scrum team of diverse culture and skillset (Quant Analyst, Big Data Analyst, Machine learning expert, Java, UI/UX, and Front-end developers) to carry out projects continuously by adopting agile methodology.
• Coaching the team in self-organization and cross-functionality, guide team for removing impediments.
• As Product Manager- Lead and drive research, design, and POC/MVP implementation for start-up initiative related products Social Trading App, News Portal, AI enabled Chat & Streaming, E-commerce aggregate platform.

Project Manager – MAS Regulatory Compliance

Technical Lead/Scrum Master – OTC/Securities Trade Confirmation & Settlement Global Programme

- Worked in global OTC Derivative Trade confirmation and Settlement program and Lead regional development to rollout for multi-million OTC derivative products - post trade processing System.

- Handpicked to lead MAS Regulatory change program, which was big success and same model adopted by number of project for Internal and external Regulatory & Compliance requirements and as well for process transparency.

• Lead and facilitate the sprint for APAC team and run Scrum of Scrum for Global Team.
• Responsible for organizing and facilitating the Scrum events sprint planning, daily scrum, backlog refinement, Review and retrospectives for time-boxed 2-week sprint.
• Manage project and lead implementation and integration projects using the agile methodology
• Discuss the requirement with product Owner & Priorities for Stories for Sprint and help team to estimate items.
• Continuously work to improve team performance & productivity.
• As Agile Project Manager - Lead the MAS Regulatory Requirement Project to implement Regulatory control and introduce DevOps pipeline to remediate and implement control according to MAS for OTC Derivative/Securities Trade Confirmation/Settlement System.

  Global Liquidity Management, Money market fund, UTD

• Worked with Hong Kong and Global Application development team to design, develop, and maintain Liquidity & Cash Management System.
• Lead and help local Program manager to product Roll-out in the EMEA, ASIA-PAC, and North America region.
• Worked with regional and Global team to make sure the roll-out of product goes smoothly, Worked with bank's internal teams for product integration and connectivity.
• As Subject matter expertise for Liquidity and Cash Management system mentor and provide technical and functional assistance for new teams in another region.

 XXX- Liquidity and Cash Management Product

• Involved in full project life-cycle, worked in large team to successfully designed, developed, and maintained the End of the day zero balancing Global Liquidity Management product for North European Bank (XXX)

• Work as Java Developer, for various Java application initiatives, mainly focus on Mandate Repository System.

XXX - Digital Asset, Blockchain Startup

XXX, A Digital Asset Ecosystem -Encompassing blockchain based trustless protocols, a compliant exchange, and “smart” innovative financial engineering generated liquidity.

Ecosystem Allows - 1. Borrow/Lending 2. Hedging/Speculation 3. Margin/Leverage.