Keith Lee

About Keith Lee

IT Project/Product Manager with experience in both Agile and Waterfall for software and process projects.

Experience

1. Senior Product Manager, Client Experience

   Charles Schwab

   Jan 2022 — Present

   Successfully developed and launched both a retail and an institutional client dashboard for Schwab Personalized Indexing to create a fully digital experience for high net worth clients, highlighting the impact of the offering to the client through dashboard modules such as after tax performance.(https://bit.ly/spi-launch) Product lead for Schwab Intelligent Portfolios web and mobile experiences, ideated and developed changes to core product value proposition by analyzing usage metrics, conducting usability studies, running A/B tests, and partnering with other functions such as UX and offer management.Delivered Client Traceability and Notifications in response to an internal audit finding, creating an end-to-end auditable trail on changes made to client accounts from various applications by leveraging Kafka to publish events to downstream systems and data warehouse, and created logic for summarizing changes for client communication.Created and managed product roadmap for integration into core web domain and mobile app by defining product features to migrate, converting backend services to microservices, and leveraging existing and in progress features in destination domain to create a unified and consistent experience for all clients enrolled in various engagement and offerings with the firm.

Education

• Rutgers University

  Bachelor of Arts (B.A.), Information Technology

  2011 — 2015

Skills

• Microsoft Office
• Leadership
• Microsoft Word
• Computer Network Operations
• Microsoft Excel
• Linux
• Adobe Creative Suite
• Software Documentation
• Management
• Powerpoint
• Microsoft Powerpoint
• Computer Hardware
• Adobe Acrobat
• Computer Maintenance
• Project Management
• Operating Systems
• Windows
• Os X
• Customer Service
• Event Management
• Team Management
• Sharepoint
• Outlook
• Photoshop
• Virtual Machines
• Remote Desktop
• Software Quality Assurance
• User Acceptance Testing
• Active Directory
• Windows Server
• Microsoft Project
• Teamwork
• Public Speaking
• Time Management
• Jira
• Agile Methodologies
• Sdlc
• Sql
• Microsoft Project Server
• Waterfall Project Management