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Strategic Transformation Driver | Lean-Agile Expert | Consultant, Instructor, Coach, and Mentor | Portfolio, Program, and Project Leader | Innovative Engineer, Manager, and Leader
My passion is achieving strategic goals by leveraging technology and business innovation with product/portfolio/program/project leadership, management, and relentless execution. My desire is to serve people: team members, customers, employees, and communities. My relentless learning supports valuable contributions at increasingly higher levels. My diligence, loyalty, and collaboration have driven a continuous chain of accomplishments in all phases of the product lifecycle, with key roles in engineering, operations, management, and leadership. I leverage my experience from industries including technology, automotive, healthcare, construction, education, and the government. Applying the breadth and depth of my experience within a holistic innovation framework enables significant business improvements, with some highlighted below. Let’s collaborate and keep thriving! DETAILS FOLLOW: My passion for achieving strategic goals is evidenced by: • Successfully leading a program to earn $1B+ in revenue • Leading a global collaborative improvement of product development and program management, contributing to 300% improvement for 500 programs & projects in 4 years • Leading the Lean Portfolio Operations and Professional Development of business agility transformation, leveraging Lean Thinking, Systems Thinking, and Scaled Agile approaches; this portfolio includes 80 programs with 600 staff realigning their work in improved ways, focused on strategic goals and KPIs • Designing electrical/electronic systems for millions of vehicles with awards, including Motor Trend’s “Car of the Year” and JD Power quality awards • Patent earned for innovative automotive electrical/electronic safety system My desire to serve people is evidenced by: • Humbly being elected president of multiple organizations, including the 1700-member Pittsburgh PMI Chapter • Serving in t
Carnegie Mellon University - Tepper School of Business
Carnegie Mellon Certificate in Executive Leadership + AI
September 1, 2025 – February 1, 2026
MIT Sloan Executive Education
Executive Certificate in Digital Business
December 1, 2022 – Present
MIT Sloan Executive Education
Executive Certificate in Strategy and Innovation
April 1, 2022 – November 1, 2022
MIT Sloan Executive Education
Executive Certificate in Technology and Operations
November 1, 2020 – June 1, 2022
MIT Sloan Executive Education
Advanced Certificate for Executives in Management, Innovation, and Technology
July 1, 2020 – October 1, 2023
MIT Sloan Executive Education
Executive Certificate in Management and Leadership
January 1, 2020 – January 1, 2021
Villanova University
Master's Certificate, Project Management
January 1, 2003 – January 1, 2008
Youngstown State University
Master's, Electrical Engineering, Administrative (Business) Option
N/A – Present
Youngstown State University
Bachelor’s, Electrical Engineering (hardware / software)
N/A – Present
BNY Mellon
SVP, Agile Coach
June 1, 2024 – Present
Pittsburgh, Pennsylvania, United States
UPMC Health Plan
Director, Lean Portfolio Operations
August 1, 2022 – January 1, 2024
UPMC Health Plan
Director, Implementation Center of Excellence
May 1, 2019 – August 1, 2022
PMI Pittsburgh Chapter
Immediate Past President
January 1, 2018 – December 1, 2021
UPMC Health Plan
Director, PMO, Organizational Performance Department
April 1, 2016 – April 1, 2019
PMI Pittsburgh Chapter
President
January 1, 2016 – December 1, 2017
PMI Pittsburgh Chapter
President-Elect
January 1, 2015 – December 1, 2015
UPMC Health Plan
Project Director, PMO, Organizational Performance
March 1, 2014 – March 1, 2016
FedEx Consulting for Pyramid
Project Manager
July 1, 2013 – March 1, 2014
Greater Pittsburgh Area
Steps To Goals
Principle, Consultant, Product/Program/Portfolio Manager
January 1, 2011 – Present
Celerity
PMO, Program Manager and Project Manager Positions
October 1, 2010 – January 1, 2013
CCAC
Project Management Instructor
February 1, 2010 – May 1, 2013
PMI Pittsburgh Chapter
V.P. of Education
January 1, 2010 – December 1, 2014
Industrial Scientific
Program Manager
May 1, 2009 – August 1, 2010
PMI Pittsburgh Chapter
Director of PMP Certification
April 1, 2009 – December 1, 2009
Fred Koos, PE
Engineer and Community Contributor
January 1, 2003 – January 1, 2014
Ohio, United States
Delphi
PM Expert in PMO, Program & Project Management, Electrical/Electronic Systems Engineering, etc
July 1, 1999 – April 1, 2009
General Motors
Program & Project Management, Engineering, Manufacturing, Quality, etc
April 1, 1989 – June 1, 1999
Generative AI Overview for Project Managers
Project Management Institute
June 23, 2026 – Present
Project Management Professional (PMP)
Project Management Institute
June 23, 2026 – Present
Professional Engineering License
State of Ohio
June 23, 2026 – Present
PMI Agile Certified Practitioner (PMI-ACP)
Project Management Institute
June 23, 2026 – Present
CSM (Certified Scrum Master)
Scrum Alliance
June 23, 2026 – Present
CSPO (Certified Scrum Product Owner)
Scrum Alliance
June 23, 2026 – Present
A-CSM (Advanced - Certified Scrum Master)
Scrum Alliance
June 23, 2026 – Present
SPC, SAFe Program Consultant
SAFe by Scaled Agile, Inc.
June 23, 2026 – Present
RTE, SAFe Release Train Engineer
SAFe by Scaled Agile, Inc.
June 23, 2026 – Present
Certified SAFe 6 Practice Consultant
SAFe by Scaled Agile, Inc.
June 23, 2026 – Present
Certified SAFe 6 Release Train Engineer
SAFe by Scaled Agile, Inc.
June 23, 2026 – Present
OKR Certification: Leadership and Goal Setting
Measure What Matters | OKR Resources
June 23, 2026 – Present
Certified Professional in Enterprise Agile Coaching (ICP-ENT)
ICAgile
June 23, 2026 – Present
Data Landscape of GenAI for Project Managers
Project Management Institute
June 23, 2026 – Present
Advanced Facilitator: Value Stream Mapping
SAFe by Scaled Agile, Inc.
June 23, 2026 – Present
Certified Professional in Coaching Agile Transformations (ICP-CAT)
ICAgile
June 23, 2026 – Present
Jira Software Essentials
Atlassian
June 23, 2026 – Present
Jira Software Board Configuration
Atlassian
June 23, 2026 – Present
Atlassian Certified in Cloud Foundations
Atlassian
June 23, 2026 – Present
Securities Industry Essentials (SIE) - Knowledge of the securities (stocks & bonds) industry, including products, risks, markets, and regulations.
FINRA - Regulates U.S brokerage firms and exchange markets.
June 23, 2026 – Present
Programming with Python
Carnegie Mellon University
June 23, 2026 – Present
Cultural Fit Analysis
The candidate's extensive involvement with the PMI Pittsburgh Chapter, including leadership roles, and their stated focus on 'helping people who help people' through their consulting work, suggests a strong community-oriented and collaborative mindset. Their continuous pursuit of executive education and certifications, including those in AI and leadership, indicates a commitment to continuous learning and adaptability. However, the primary focus on project/program management and agile coaching, rather than hands-on software engineering, might require careful consideration for a direct 'Software Engineer' role, potentially indicating a better fit for leadership or architectural roles within a software development context.
Soft Skills & Operational Fit
The candidate demonstrates strong leadership, coaching, and communication skills through their extensive experience in directing teams, leading transformations, and instructing. Their background in various director and SVP roles, coupled with numerous certifications in Agile and Project Management, indicates a high operational fit for roles requiring strategic planning, process optimization, and cross-functional collaboration. The descriptions highlight an ability to drive results, manage complex initiatives, and foster professional development.