Twenty-plus years leading Agile delivery, on top of four decades in engineering and quality. Here is the whole of it — roles, dates, results, and the résumé to forward.
From ceremony to ownership.
The one-page version. Everything below, plus key achievements and the full technical stack — formatted and ready to forward.
Twenty-plus years leading Agile delivery — and four decades in engineering and quality before and beneath it. Financial services, telecom, aviation, healthcare, and federal programs. Regulated, audited, high-stakes work.
70→92%
Sprint predictability lifted
−30%
Average cycle time, via Kanban flow & bottleneck analysis
+25%
Throughput, while holding compliance & audit standards
105–125%
Of planned work delivered, sustained
−40%
Manual reporting, via AI dashboarding
Zero
Audit findings across regulated release cycles
Experience
Senior Scrum Master Most recent
Charles Schwab
Feb 2025 – May 2026
Led a 15–17 person onshore/offshore Kanban team supporting 10b5-1 trading plans, optimizing the end-to-end value stream for flow and delivery predictability.
Analyzed production issues via Splunk logs, partnering with engineers to identify root causes and restore system stability.
Coordinated cross-team “front door” requests to secure dependency support for releases, ensuring on-time delivery.
Established periodic health reporting with Green/Yellow/Red thresholds and pre-planned mitigation actions.
Onboarded ART resources by provisioning access to Confluence, Jira, Bitbucket, and Bamboo.
Drove continuous improvement through value stream mapping with AI-supported pattern recognition; used Copilot automation to cut manual ART reporting by 40% across three concurrent Agile teams — a live delivery operation, not a pilot.
Teams consistently exceeded commitments — delivering 105–125% of planned work across three teams (two Scrum, one Kanban).
Portfolio Management Support
RTE-level responsibilities carried in a Scrum Master seat.
Portfolio commitments set in PI Planning — used PI Planning as the forum where portfolio expectations were ironed out and committed — constraints and bottlenecks named, capacity agreed, and mitigation owned before the PI started.
WIP and capacity — agreed WIP limits with leadership during planning so the portfolio committed only to what it could finish.
Epic and feature slicing — worked with Portfolio Owners and Product Managers to break XL and Large epics into manageable increments, slicing features where dependencies did not apply.
Cross-organizational alignment — mapped dependencies in planning, then facilitated Scrum of Scrums to keep them visible and in focus throughout PI delivery.
Portfolio flow metrics — between planning events, tracked cycle time, throughput, and lead time across value streams to expose organizational bottlenecks above the team level.
Forecast transparency — managed feedback loops and provided data-driven forecasting from team sprint velocity, improving predictability and delivery confidence.
Lean and value stream budgeting — coached leaders away from traditional project-based funding toward Lean budgeting and value stream budgeting that funds outcomes.
Provided situational coaching to Scrum and Kanban teams across Product Owner, Scrum Master, and Dev Team roles.
Coached on backlog refinement, effective daily standups, WIP limit management, and sprint execution.
Delivered coaching on managing unplanned work, swimlane design, and continuous improvement retrospectives.
Volunteered these services to teams without access to professional Agile coaching resources.
Senior Scrum Master / RTE
LPL Financial
Dec 2021 – Dec 2023
Coordinated planning, execution, and delivery of Program Increments across the ART.
Facilitated PI Planning, retrospectives, sprint reviews, and daily standups.
Monitored KPIs to assess ART health — velocity trend, Say/Do ratio, carry-over, and predictability reporting.
Collaborated with DevOps and the Change Advisory Board during releases, including certificate updates in Dev and Production.
Championed Community of Practice participation for best practices across release trains.
Portfolio Management Support
Portfolio-facing work owned as RTE for the ART.
Portfolio commitments set in PI Planning — ironed out portfolio expectations in PI Planning and left the event with them committed — bottlenecks named, owners assigned against them, and mitigation confirmed.
WIP ceilings — advised the leadership team on limits that held commitment inside demonstrated capacity.
Epic decomposition with Portfolio Owners — coached Portfolio Owners and Product Management to reduce XL epics to independently deliverable features wherever a dependency-free split existed.
Cross-organizational dependency management — mapped dependencies at planning and ran Scrum of Scrums as the standing forum for them across the PI.
Portfolio flow reporting — between events, reported lead time, cycle time, and throughput at the portfolio level, translating team data into where the organization was actually constrained.
Forecast transparency — delivered velocity-based portfolio forecasts, with feedback loops that re-cut the forecast as sprints closed.
Lean budgeting adoption — moved funding conversations off project-based allocation and onto the value stream.
Conducted all Scrum ceremonies including client demos; interfaced with Product Owners on backlog and sprint activities.
Agile Manager / Scrum Master
AT&T
Oct 2018 – Aug 2020
Created delivery plans for four agile teams; managed epics and user stories via IBM Rational Jazz RTC and AgileCraft.
Served as RTE and coach during PI Planning events; assured cadence across independent teams.
Mentored teams on Agile best practices and coached for continuous process improvement.
Project Manager / Senior Scrum Master
American Airlines
Oct 2017 – Oct 2018
Managed IT Financial Systems projects across enterprise, vendors, external agencies, and partners.
Defined requirements, scope, budget and funding, risks and issues; prepared stakeholder KPI updates.
Maintained the Rally project backlog, project spending, and resource forecast.
Mentored the Product Owner on backlog creation and coached teams in vertical story slicing.
Ensured audit-quality documentation and testing delivery; active member of the AA Community of Practice.
Earlier engagements
Internal Revenue ServiceFeb 2016 – Jul 2017
Project Manager / Scrum Master
Federal program delivery; SAFe at scale across a ~125-person Agile transformation. Held MBI clearance during the engagement (since expired).
Cigna Health CareFeb 2013 – Dec 2015
Scrum Master / Agile Coach
Certified Scrum Master and coach across healthcare delivery teams in a regulated environment.
Before Agile — the quality spine
The metrics obsession is not a recent pitch. It is where I started. Field Engineer at Martin Marietta (formerly GE Aerospace) for nine years in aerospace and defense. Process Improvement Engineer, Quality Engineering Services at Eastman Kodak, after starting as a Primary Support Specialist in Kodak Health Imaging’s Technical Support Center. QA and test leadership through Deloitte & Touche, XO Communications, Citigroup, Capital One, Fidelity Investments, and JCPenney — and Scrum Master since roughly 2004, at Verizon, practicing Agile almost from the Manifesto's start.
Kodak
Primary Support Specialist Technical Support Center, Kodak Health Imaging
Kodak
Process Improvement Engineer Quality Engineering Services, Eastman Kodak
American Airlines
Contractor via Infovision Oct 2017 – Oct 2018
AT&T
Contractor via TEKsystems Oct 2018 – Aug 2020
A career in badges: where the quality spine started at Eastman Kodak, Dallas, and where it led.
Why it matters now: most Delivery Managers arrive as an ex-PM learning Agile or an ex-Scrum-Master learning governance. I came up through engineering and quality first — which is why release readiness, test strategy, and non-functional requirements are conversations I have, not ones I escalate.
How I work — named methods
Ishikawa / fishbone analysis. Analytical problem-solving to decompose ambiguous problems into causes you can actually act on.
Open–Narrow–Close decisioning. How I facilitate cross-team working sessions — open the space, narrow the options, close on a commitment. It is how a room of competing priorities leaves with one decision.
Green / Yellow / Red health reporting. Periodic status against defined thresholds, each with a pre-planned mitigation. Leaders see the problem and the response in the same view.
Value stream mapping with flow metrics. Cycle time, WIP, throughput, and predictability — measured, not asserted. See the full approach →
Shu-Ha-Ri coaching to independence. Three scrum teams taken to “Ha” maturity — running their own practice without me.
Education & credentials
BS, Electronic Engineering
DeVry Institute of Technology — 1984. The start of the engineering and quality spine.
PMP Trained
D&L Training — 2018. Project-management discipline behind the Agile practice.
AI Governance Certified
2026 — Introduction to AI Governance and AI Governance for Organizations: Applying ISO/IEC 38507:2022, with working knowledge of NIST AI RMF principles. The governance layer on top of the AI-enabled delivery work already running at Charles Schwab. How I govern AI delivery →
Certified ScrumMaster (CSM)Certified Scrum Professional (CSP)Leading SAFe trainedPMI Gen AI for Project ManagersCoaching Skills for Leaders & ManagersJira Align Program EssentialsJira FundamentalsKanban — Lean Scheduling & JITRally Super UserMBI federal clearance (held 2016–17, expired)
Tools & platforms
JiraJira AlignRallyConfluencePlanviewIBM Jazz RTCAgileCraftServiceNowSplunkGitHubBitbucketBambooJenkinsMicrosoft CopilotChatGPT
My Charles Schwab engagement closed in May 2026. I'm taking on Delivery Manager, RTE, Scrum Master, AI Governance Advisor, and coaching work — full-time or contract, fractional or embedded, on-site, hybrid, or remote.
If your teams are shipping AI-enabled features, the governance comes with the seat — ISO/IEC 38507:2022 and NIST AI RMF principles applied inside your PI cadence, not filed in a policy document. How I govern AI delivery →