Summary
Overview
Work History
Education
Skills
Work Availability
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BusinessDevelopmentManager
DANIEL BUCKNER

DANIEL BUCKNER

New York,NY

Summary

Strategic Product Manager with 15 years of experience leading product-market strategy and supporting implementation of innovative products for unique niches. Creative strategic planner with product value and impact assessment prowess. End-to-end product leader successful bringing products from inception to rollout with efficiency and speed. Deliberate Product Director with creativity in big-picture product implementation. Research and strategic product planning expert through collaborative leadership and customer polling. Dynamic and adaptable roadmap leader for delivery of highly successful products with projected market demand and company growth as guiding principles. Energetic Strategist enthusiastic about developing deeper understanding of engineering design and leadership. Natural leader and networker with hardworking, resourceful and competitive nature. 17 years of experience in management consulting specializing in enterprise architecture, software development, organizational transformation, digital strategy, agile transformation, and corporate strategic alignment post M&A.

Overview

17
17
years of professional experience

Work History

Director of Product Development

Walgreens
New York, NY
04.2022 - Current
  • Oversaw product design and roadmap and coordinated aspects of development and rollout.
  • Authored think-big whitepapers about solutions to industry problems.
  • Worked collaboratively with developers, senior-level stakeholders and partners to collect data on deficiencies and provide solutions to long-standing issues.
  • Drew from market data to assess product health and drive success.
  • Conceptualized long-range product roadmaps and strategically designed according to market data and research.
  • Supported staff development, promoting personal achievement and retention as best strategy for long-term organizational health.
  • Headed solutions supporting rapid expansion and program proliferation from concept to reality.
  • Translated information highly technical in nature to investors and senior staff and aligned product strategy with market.
  • Established project goals to carry out directives of top management.
  • Integrated architectural and engineering drawings to create cohesive packages.
  • Recruited, placed and oversaw project staff for optimal project results.
  • Identified productivity bottlenecks and devised innovative solutions while remaining conservative with resources.
  • Established, initiated and optimized business development strategies based on company targets, product specifications, market data and budget factors

Senior Product Manager

CVS Health
New York, NY
01.2022 - 04.2022
  • Define KPIs and incorporating qualitative and quantitative insights into OKR development
  • Translate strategy into roadmap development using data - driven prioritization of pod portfolio initiatives
  • Prioritize pod/portfolio roadmaps with team PMs using (WSJF/MosCow) across feature candidates
  • Communicate roadmaps and feature candidates to internal/external stakeholders for PI planning
  • Lead weekly Pod Syncs to ensure PMs have visibility into work occurring across applications that may impact their roadmaps, understand data/insights, and are aware of changes in enterprise strategy goals.
  • Provide coaching and training on development processes, working with cross-functional teams, etc.
  • Monitor product operational processes including ensuring each PM adequately performs Discovery and Feature kickoffs for planned roadmap items with Design, Engineering, and Architecture, completes necessary clinical and legal reviews/CIARs, plans with Apigee, prepares for release planning & sign-off
  • Performs monthly analytics reviews with VoC & Digital Analytics to determine opportunities for optimization or re-balancing, our product portfolio
  • Monitored market trends and competitor performance to update promotional strategies.
  • Consulted with product development teams to enhance products based on customer interest data.

Transformation Product Manager/Sr. Agile Coach

HCL Software
New York, NY
10.2019 - 01.2022
  • Support PMO office which manages and coordinates work across key pillars of transformation program including culture, risk and controls, architecture and technology, data, and communication.
  • Transformed organization utilizing SAFe 5 Implementation Roadmap:
  • Created Lean-Agile Center of Excellence (LACE) responsible to change organizational behavior and culture. Trained multiple Lean-Agile change agents (SPCs) to provide knowledge and urgency required to implement change.
  • Introduced Lean Portfolio Management training executives, managers, and leadership to embrace SAFe Lean-Agile mindset anchored in SAFe Principles, Practices, and Values.
  • Defined Development and Operational Value Streams implemented Agile Release Trains (ART) to support continuous value delivery to maximize flow across Solutions Train.
  • Consulted creating Portfolio Kanban System to align strategy and execution to manage and visualize flow of portfolio Epics from Ideation to Completion.
  • Consulted creating Program Kanban to manage features flow utilizing Continuous Delivery Pipeline. Trained Product Management and System Architects to manage Program Kanban and establish our architectural runway.
  • Consulted implementing Solution Kanban to assist Solution Management and empower Solution Architects to produce initial capabilities slated for Solutions Backlog.
  • Planning and running Program Increments. Update and Prioritize program / project backlogs in collaboration with other Product Owners.
  • Ensure close collaboration with stakeholders: managing them in terms of expectations, dependencies, and buy-in.
  • Coordinate risk mitigation efforts and identified issues throughout transformation, established OKR framework to bolster implementation of SAFe.

Digital Transformation Consultant/Agile Coach

J.P. Morgan Chase Bank
New York, NY
02.2019 - 10.2019
  • Program culminated in Global Payment Exchange, digital platform to settle B2B and B2C invoicing and payments through JPMC itself, created iframe/white label solution to allow seamless integration for JPMC's clients to use as standalone product.
  • Managed data analytics and data governance for JPMC’s data services team writing documentation and technical contracts to standardize data element definitions from backend services, analyzed existing data to assure it adhered to new data governance standards.
  • Coached Product Owner/BA in user story creation, feature creation, and epic formation. Worked with technical teams (FE UI, backend data, and AEM) to create detailed user stories, creation of product user stories, organizing technical grooming sessions, facilitate technical contract meetings to between Front-End UI team, Adobe Experience Manager, and GPX Data services team to lockdown/ synchronize technical data standards and definitions between all work streams.
  • Implementing feature-based product roadmaps, identify processes and efficiencies, resource acquisition, led third party vendor acquisition to build and deploy AEM though Adobe Cloud Managed Services as our content management tool.
  • Transition projects from SDLC to Kanban/SCRUM to track maturity of agile adoption across programs. JIRA responsibilities included but were not limited to custom workflows, statuses/transitions to represent each phase per sprint, created customized fields allowing addition of Acceptance Criteria, impacted work-streams (FE UI, AEM, GPX Services), affected channels (mobile, desktop, tablet, etc.), component setup by functional groups, estimated story points captured within JIRA.
  • Oversaw all Agile/Scrum ceremonies. Conducted and facilitated backlog grooming sessions including techniques for story point estimation, sprint planning, daily scrum, sprint review, and sprint retrospective.

Agile Transformation Lead/Agile Coach

Scotiabank
New York, NY
02.2018 - 02.2019
  • Transformation Lead for Scotiabank’s platform migration to Axiom to support downstream regulatory reporting for Capital Markets Products transitioning from SDLC to Scrum.
  • Managed to integrate various transactional front-end source systems to data lakes, assuring data governance and management within our data factory, utilizing 8 resources to complete source mapping and analysis, ETL development, product mapping, and database schema acquisition. This culminated with data warehouses utilizing Snowflake for DaaS.
  • Transitioned to Scrum Master to support our Axiom implementation (30 resources) requiring constant coordination between Axiom Development, Project BA’s, Testing Manager, and regulatory reporting business stakeholders.
  • Organizationally aligned requirements to coach product owner’s and BA’s to tightly integrate business roadmaps/requirements to drive prioritization for development of technologies epics, user stories, and enablers.
  • Coached multiple squads, especially SCRUM Masters in Kanban and SCRUM methodologies while teaching them to identify risks, objectives, and agile practices per PI.
  • Standardized data governance coming from source systems to allow for many front-end application data to be sourced by Axiom to migrate both customer and transaction data.
  • Led 8 BA’s to fully analyze data coming from transaction and customer databases to map major key data indicators needed for metadata solutions.
  • Successfully implemented projects ahead of schedule after being brought in on short-term contract as our previous Scrum Master’s resigned. Completed Axiom reporting migration, allowing Scotiabank to utilize Axiom for regulatory reporting, retiring their existing legacy system.

Agile Coach, Scrum Master, and Product Owner

NTT Data Consulting
Charlotte, NC
02.2016 - 02.2018
  • Worked as Trade and Portfolio Platform Expansion, IT Project Manager, Scrum Master, and interim Product Owner for WFS Prime services dealing with both done away client data and trade execution data, including data translation to Broadridge Financial for trade execution.
  • Handled 10M+ project budget with successful completion, in charge of resourcing, provisioning, and forecasting. Developed architecture strategy, web platform development, documenting all project materials to enhance Wells Fargo Prime Services' product offerings to meet market competition.
  • Productively implemented agile for projects being developed also using SDLC; launched International Regulation U, 40 ACT, and expanded FX Spot products through deep communication with my IT teams, our continuous testing, and firm understanding of Trade and Portfolio expansion, including done away trades and executions from front office to clearing.
  • System development and streamlining of prime technology architecture understanding of legacy data architecture, and present and future product requirements creating scalable foundations to support our client's diverse investment portfolios, and data migration for all aspects through our trade lifecycle. Utilized AEM for all customer facing web portals and mobile applications to support content creation utilizing their CMS.
  • Worked with front, middle, and back office technology to solution an E2E trade flow from T+2 Exchanges (filling orders through ECN's), translating data to WFS's middleware, assuring all funding, clearing, and settling activities worked properly for all test environments for several asset types. Finally assured production cutover and post validation and regression testing.
  • Oversaw complete architecture build for all WFS to conduct industry testing, coordinated system implementation and release, oversaw infrastructure connectivity between Broadridge Financial and WFS, and liaised with Broadridge for escalation management along with: DTCC, NASDAQ, and NYSE.
  • WFPS Trade Desk migration involved moving certain trade scenarios (Equities, International Equities, Options, and Bonds) from WFPS to WFS. This required signification testing to assure trade flows would properly function once sent to Broadridge; opening new accounts for testing, offset accounts, production accounts, and commissions.
  • This role required extensive knowledge of broker-dealer's system architecture, data lineage and migration, and business system analysis to test and release operations, risk, compliance, and finance processes to provide scalable streamlined approach to consolidate WFPS's legacy IT architecture with modern strategic solutions.
  • Managed highly complex IT and operations program utilizing SAFe methodology, leading PI planning, working to identify and organize 16 separate squads, supporting each team's agile maturation. Focused on coaching, team building, teaching, and mentoring. These skills were essential to bridge my program's gap from Operation to Technology.
  • Creation of operational groups and role functionality allowing WFS to closely monitor and react to collateral and liquidity caps for all security positions and cash movements, ability to throttle payments for specific groups in case of liquidity or collateral runs and developed software to ingest data to perform liquidity and collateral calculations and reports to functionally align to program objectives.
  • Utilized SWIFT, FIX, and Solace communication throughout internal systems to allow T+2 end to end trade execution through settlement.

IT Project Manager & Scrum Master

Bank Of America
Charlotte, NC
06.2015 - 02.2016
  • Senior IT Project Manager and Scrum Master (hybrid role) for GBAM Wholesale Banking and Compliance. Developed projects to remediate MRAs for missing or in-correct compliance data leveraging business reporting analytics, IT automation, and standing up operational groups to remediate missing data elements.
  • Managed 15 resources to build dashboards/ score cards assessing data quality and business metrics. Developed business rules and technology requirements for AML/ Compliance dashboards and tracked progress from initiation to post-deployment.
  • Implemented AML Operational and Technology strategy for BI reporting, exceeding enterprise & regulatory reporting requirements. Member of the Enterprise Data Quality Steering Committee to standardize data metric definitions, allowing data quality measurement across multiple bank hubs/ platforms.
  • Managed and tracked project budgets from initial funding request, contract negotiations, resource charge-ability/utilization, and various project metrics to stakeholders.
  • Performed independent vendor analysis to acquire new sources of client market data to automate AML/ KYC refresh to increase profitability through automation using RPA.

Project Manager & Process Engineer

Capco
New York, NY
05.2014 - 06.2015
  • Implemented HSBC's US policy for AML, KYC, Global Sanctions, and Transaction Monitoring, operational investigational processes. Improved HSBC's US operational processes: analyzing, negotiating, engineering, and aligning target state processes to HSBC's global compliance model.
  • This role required extensive analysis of methodologies utilized to create former and existing scenarios, adjusting future scenarios methodology through statistical high/low banding techniques, and creation of new scenarios.
  • Developed strategies in conjunction with SCA Team to optimize IT Risk and Compliance scenarios by tuning thresholds to decrease false positive alerts, reduced operations costs while maintaining risk due diligence.
  • Oversaw development of HSBC's Compliance data warehouse to integrate multiple SORs into single database for compliance investigations.
  • Managed consultants to build and design backend infrastructure and FE UI utilizing Agile methodology. This greatly reduced time of compliance investigations to reduce overall expenses without increasing risk as investigations were streamlined utilizing one source of data to investigate, research, document, and report findings

Project Manager & Business Analyst

JPMorgan Chase
Brooklyn, NY
01.2010 - 05.2014
  • Acted as project manager to design processes for Global Compliance (KYC, AML, Sanctions), implement complex operational and IT based programs/ projects (Fircosoft).
  • Acquired and leveraged multiple resources to ensure proper project design, successful communication with senior partners, worked closely with subject matter experts, IT developers, and operational owners throughout all lines of business.
  • Created, tested, and implemented several Algorithms, list restrictions, rules, exceptions, and duplicate lookups for specific Fircosoft methodologies. Reduced costs for false positive alerts requiring endless investigation while enhancing alert prioritization and sequencing.
  • Identified and re-engineered existing operational process in various sectors, to adhere to project's regulatory guidelines and objectives. Augmented deeply entrenched, long-standing, operational functionalities and organizational alignments within each sector.

Education

B.A. - Psychology

The George Washington University
2008

Skills

  • Product Enhancement
  • Go-to-Market Strategies
  • Business Case Development
  • Product Launch
  • Product Roadmaps
  • Product Strategy
  • Competitive Analyses
  • Product Team Leadership
  • Strategic planning
  • Vendor sourcing
  • Technology integration
  • Compliance understanding
  • Product development
  • Staff Management
  • Market Analysis
  • User Interface (UI) design

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Nothing is a waste of time if you use the experience wisely.
Auguste Rodin

Timeline

Director of Product Development

Walgreens
04.2022 - Current

Senior Product Manager

CVS Health
01.2022 - 04.2022

Transformation Product Manager/Sr. Agile Coach

HCL Software
10.2019 - 01.2022

Digital Transformation Consultant/Agile Coach

J.P. Morgan Chase Bank
02.2019 - 10.2019

Agile Transformation Lead/Agile Coach

Scotiabank
02.2018 - 02.2019

Agile Coach, Scrum Master, and Product Owner

NTT Data Consulting
02.2016 - 02.2018

IT Project Manager & Scrum Master

Bank Of America
06.2015 - 02.2016

Project Manager & Process Engineer

Capco
05.2014 - 06.2015

Project Manager & Business Analyst

JPMorgan Chase
01.2010 - 05.2014

B.A. - Psychology

The George Washington University
DANIEL BUCKNER