Kelly D Casey
Senior Product Manager | SAFe Release Train Engineer | FinTech & Securities Operations Specialist
- Role
- Product Owner at Charles Schwab
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Kelly D Casey
Results-driven Product Owner and IT Sr. Product Manager with 13+ years at Charles Schwab/TD Ameritrade delivering financial technology products end-to-end. Deep expertise in Agile/Scrum, backlog management, securities operations workflows, and cross-functional stakeholder alignment. Certified Scrum Master and SAFe Release Train Engineer with a proven track record defining requirements, prioritizing roadmaps, and driving data-informed outcomes for enterprise B2B products in capital markets environments. Familiar with SWIFT/DTCC messaging standards, regulatory frameworks (SEC, FINRA), and emerging AI/ML applications in financial services.
Experience
Product Owner
Aug 2011 — Present
Education
Bellevue University
Masters, Management, Business Administration
1996 — 1998
University of Nebraska at Omaha
Bachelors, English, Music, Art History
1992 — 1996
Skills
- Visio
- User Acceptance Testing
- Analysis
- Software Development Life Cycle (Sdlc)
- Requirements Gathering
- Program Management
- Business Requirements
- Vendor Management
- Software Project Management
- Credit Cards
- Project Management
- Testing
- Project Portfolio Management
- Waterfall
- Software Documentation
- Sdlc
- Business Analysis
- Requirements Analysis
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