T. DEAN BRODRICK

DeanBrodrick@Gmail.com | (407) 579-6843

 

EDUCATION & CERTIFICATIONS

-    Master of Business Administration, International Business, May 2001 - University of South Carolina, Columbia, SC

-    Bachelor of Business Administration, Finance & Economics, May 1998 - Francis Marion University, Florence, SC

-    Product Management Certification, Pragmatic Marketing | Foundation, Focus, Build

 

PROFESSIONAL EXPERIENCE

 

Product Owner / Principal Business Systems Analyst – XTRAC Solutions, a Fidelity Investments Company              07/2013 – Present

-    Product Owner for Salesforce Integration and other features/capabilities for the core product - XTRAC Workflow & Document Management

-    Responsible for driving product vision; defining product roadmap, requirements, features, and capabilities; and continually manage, maintain, and prioritize product backlog

-    Serve as the ‘Voice of the Customer’ to make sure the product is solving for ‘real customer problems’ and be ‘go-to’ person / product expert for the XTRAC for Salesforce Integration

-    Lead product demonstrations to prospects and existing clients, leading them through new and existing features and capabilities

-    Work directly with internal and external customers, soliciting feedback on, and documenting, business cases, use cases, and ‘real customer problems’

-    With each product release, responsible for assembling, presenting, and securing support and sign-off of the “Release Manifest”

-    Present Manifests to senior management (VP, SVP, & EVP levels) and cross-functional teams

-    Responsible for clearly articulating and documenting use cases, personas, and user stories

-    Work directly with the agile team to groom and size (‘thrash through’) all Epics, Themes, and Stories

-    Document requirements in the form of Epics, Themes, & Stories – develop and provide Designs, Mock-ups, Wireframes

-    As part of the Agile / Scrum development team, lead, influence, and work directly with architects, engineers, quality assurance, operations, customer support, and release teams

-    Manage Proof of Concepts, Spikes, and Pilots before confirming a feature/function/capability will be added to the product backlog

-    Be a Partner to all teams within the company {Support, Operations, Release Management, PMO, Finance, Legal, Sales, Marketing) in demonstrating product capabilities, performing competitor analysis, and developing marketing collateral

 

Product Manager / Senior Project Manager – Fidelity Investments              09/2008 – 06/2013

Within Fidelity’s Information Security & Risk group, successfully served in multiple key roles in support of the Authentication & Password Management Platform.

-    Product Manager for RSA Adaptive Authentication Application – on-premise vendor product integrated into the Fidelity wide Authentication & Password Management platform

-    Owned and promoted Product Roadmap & Product Strategy, feature backlog, product issues, and production releases  

-    Responsible for attesting to product at monthly Fidelity-wide Customer Protection Program (VP, SVP, & EVP levels)

-    Managed the vendor relationship and served as the Fidelity Point of Contact for the integrated product

-    Worked directly with RSA Management, Relationship Managers, Sales, & Engineers attesting to Fidelity’s implementation of the product and to drive product enhancements

-    Worked with internal development teams and external business partners in defining and driving roadmap, features, functions, and capabilities; and with internal support teams and vendor on production issues and bugs

-    Own the product lifecycle from feature request to vendor, to internal platform changes, to install into the Fidelity production environment

-    Served as General Contractor through all phases of high profile, client-facing, security programs, resulting in platform and product enhancements/changes - from scope definition, through requirements and documentation phases, to platform install and release

-    Responsible for managing/defining scope in conjunction with stakeholder business and technical teams; developing and managing project plan/timeline; engaging and managing internal and external teams through requirements gathering, development, and testing; to platform production change and client rollout; and tracking, controlling, and communicating program financials

-    Managed new project work intake pipeline, work with Product Managers and business groups in creating cost estimates and staffing/resource plans and assignments; assemble multiple cost estimate from disparate groups into single project cost

-    Developed group, project, role, product and resource level capacity planning model

-    Responsible for driving, implementing, and tracking end-to-end internal process improvement initiatives

-    Project Manager on multiple client-facing custom Single Sign-On initiatives

-    Product Analyst for Fidelity’s internally built generic single sign-on product using the SAML protocol – now provides the ability to establish an outbound SSO connection with an external Fidelity partner, requiring no development work

 

Program Manager, Financial Services – AllianceBernstein (New York) & Fidelity (Boston)              04/2006 – 05/2008

Successfully managed large-scale custom software development initiatives – contract engagements through 3^rd party vendor.

-    Responsible for managing / growing client relationship through the delivery of enterprise project initiatives

-    Managed and executed all project phases – project scope and objectives definition, process analysis and documentation, requirements gathering / analysis / documentation, design, development, testing, and implementation phases

-    On a project basis, managed architects, analysts, and remotely located development and QA teams

-    Analyzed and documented current client business processes / applications and proposed redesign initiatives

-    Responsible for all aspects of project administration - timelines, forecasting, budgeting, tracking, status, and management communication

-    Mentored and trained associate project managers and business analysts

 

Consultant - TDB Consulting, LLC. - Sanford, Florida               02/2005 - 03/2006

Served as process and growth consultant to local company defining and implementing core administrative, operational, and sales processes.

-    Implemented accounting, inventory management, and sales/client management applications

-    Lead initiative to separate retail from core wholesale, and develop corresponding online shop

-    Analyzed and restructured product cost structure and developed product pricing models

-    Negotiated relationship to sub-contract non-core business processes

 

Product Specialist - Trusco Capital Management – Orlando, FL               01/2002 - 01/2005

Managed project initiatives and provided product specific analytics covering multiples sales channels.  Lead portfolio development process consulting with portfolio managers, analysts, and business development associates. 

-    Lead process of preparing responses to RFP’s, RFI’s, and consultant investment questionnaires

-    Analyzed client portfolios, investment objectives, guidelines, and policies and recommended fixed income, equity, and/or mutual fund portfolio solutions, and security specific transition strategies

-    Successfully designed, developed, and implemented Prospect Management Database (100,000+ organizations) to perform market research and competitor analysis, lead generation, data mining and trend analysis, and initiate new client calling efforts and leverage internal cross selling opportunities

 

Project Consultant - South Carolina Export Consortium - Columbia, SC               05/2001 – 12/2001

-    Project consultant and research analyst for the SC Export Consortium

-    As part of consulting team, advised clients on process improvement initiatives, country specific market entry strategies, business and cultural considerations, and international trade regulations

-    Performed in-depth industry and market research and analysis – specializing in European Markets

 

Consultant - Dollond & Aitchison - United Kingdom              05/2000 – 01/2001

-    Managed cost and variance control project specifically for human resource and operations departments – $6 million monthly payroll and 3000 employee HR database into central information reporting system integration project

-    Conducted financial analysis and proposed solutions for payroll variance control.

-    Built optimized scheduling model for employees, optometrists, and patients that realized a savings of 10%+ payroll bill per retail branch

 

1	T. Dean Brodrick | DeanBrodrick@gmail.com | 407.579.6843 | 2408 Sheridan Road, Salt Lake City, UT 84108