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Enterprise TPM & Release Train Engineer | Delivery Predictability at Scale | Fintech · Regulated Enterprise | SAFe SPC · RTE · PMP · MBA
Large programs in regulated environments don't fail because of bad strategy. They fail because the feedback loops break and nobody names it until the damage is done. For 20-plus years across IBM, American Express, USAA, and PayPal, I have run delivery for portfolios where the margin for error is low and the stakes are real. At American Express, I held concurrent RTE, Product Owner, and TPM accountability across 25-plus teams and 60-plus global markets, managing $25M-plus in annual investment. PI Predictability went from 68 percent to 92 percent. Carryover went from 45 percent to zero. Zero audit failures across all managed portfolios. The through line is not the framework or the certification. It is the operating discipline: clear priorities, visible constraints, explicit decision points, and a cadence that makes the next right action obvious. I founded Threshold Advisory in 2026 to bring that discipline to organizations operating under volatility, complexity, and regulatory pressure. Through Threshold Signals, I publish research and analysis on strategy, execution, and leadership under uncertainty. PMP, SAFe SPC and RTE dual certified. MBA from UT Austin McCombs. Navy aviation veteran with 32 combat missions with zero losses. Served as Fleet Watch Officer on Admiral’s Battle Staff with senior officer duties. Experience with leading teams of 30+ aircraft maintenance personnel and providing Information Warfare support for Joint Special Operations Command (JSOC)/Navy SEALS. Held TS/SCI clearances. Pursuing senior program leadership roles in fintech and financial services alongside advisory work.
Texas McCombs School of Business
Master of Business Administration - MBA
N/A – Present
The University of North Carolina at Chapel Hill
BA, International Studies (Far Eastern Political Science)
N/A – Present
Threshold Advisory
Founder & Principal | Program Management & Transformation Advisory
January 1, 2026 – Present
Remote
American Express
Release Train Engineer / Senior Technical Program Manager
May 1, 2022 – December 1, 2025
Remote
USAA
Release Train Engineer / Program Manager / Senior Scrum Master
December 1, 2017 – May 1, 2022
Hybrid
PayPal
Senior Technical Project Manager / Scrum Master
January 1, 2015 – January 1, 2017
Austin, TX · On-site
IBM (CIO Office, Business Transformation Services)
Senior Technical Project Manager / Program Manager
January 1, 2006 – January 1, 2015
Certified Ayurveda Practitioner
Yoga Alliance
June 23, 2026 – Present
SAFe® DevOps Practitioner (SDP)
SAFe by Scaled Agile, Inc.
June 23, 2026 – Present
Certified SAFe® 5 Program Consultant
SAFe by Scaled Agile, Inc.
June 23, 2026 – Present
ICAgile Certified Professional - Agile Coaching
ICAgile
June 23, 2026 – Present
SAFe Ready To Train
SAFe by Scaled Agile, Inc.
June 23, 2026 – Present
Certified Scrum Master (CSM)
Scrum Alliance
June 23, 2026 – Present
Practical Application of Gen AI for Project Managers
Project Management Institute
June 23, 2026 – Present
Disciplined Agile Essentials
Project Management Institute
June 23, 2026 – Present
Certified AI-Empowered SAFe® Practitioner
SAFe by Scaled Agile, Inc.
June 23, 2026 – Present
Certified AI-Empowered SAFe Release Train Engineer
SAFe by Scaled Agile, Inc.
June 23, 2026 – Present
SAFe® 5 Scrum Master (SSM)
SAFe by Scaled Agile, Inc.
June 23, 2026 – Present
Safe 5 Advanced Scrum Master (SASM)
SAFe by Scaled Agile, Inc.
June 23, 2026 – Present
Certified Stretch Coach
YOGABODY
June 23, 2026 – Present
Generative AI Overview for Project Managers
Project Management Institute
June 23, 2026 – Present
Agile Metrics
Project Management Institute
June 23, 2026 – Present
Empowering Portfolio Leadership with AI
SAFe by Scaled Agile, Inc.
June 23, 2026 – Present
Artificial Intelligence for Project Managers
Udemy
June 23, 2026 – Present
Certified AI-Empowered SAFe Practice Consultant
SAFe by Scaled Agile, Inc.
June 23, 2026 – Present
Publisher and Songwriter
ASCAP
June 23, 2026 – Present
Project Management Professional (PMP)
Project Management Institute
June 23, 2026 – Present
SAFe® 5.1 Release Train Engineer (RTE)
SAFe by Scaled Agile, Inc.
June 23, 2026 – Present
ICAgile Certified Professional - Agile Team Facilitation
ICAgile
June 23, 2026 – Present
Certified Breath Coach
YOGABODY
June 23, 2026 – Present
Cultural Fit Analysis
The candidate's diverse experience across multiple large organizations (American Express, USAA, PayPal, IBM) and their current role as a Founder & Principal indicate adaptability and an entrepreneurial spirit. Their extensive certifications in Agile and SAFe, coupled with recent AI-focused training, show a commitment to continuous learning and staying current with industry trends. The target role of 'Founder' aligns with their current independent advisory practice, suggesting a strong drive for ownership and strategic leadership. However, the lack of specific project details for the 'Founder' role beyond advisory and newsletter publication makes it difficult to fully assess the depth of their technical contribution in this capacity.
Soft Skills & Operational Fit
The candidate demonstrates strong leadership, strategic thinking, and problem-solving skills through their extensive experience in managing complex programs and driving significant improvements in delivery metrics. Their ability to build communities of practice and lead Agile transformations indicates strong coaching and facilitation skills. The focus on AI in recent certifications suggests adaptability and a proactive approach to adopting new technologies. The candidate's experience in regulated environments (fintech, insurance) highlights their operational rigor and attention to compliance.