Charlie Schmidt

255 Highland Terrace

Woodside, CA 94062
(650) 400-3561 = mobile
Email: Schmidt.Charlie@gmail.com
LinkedIn: http://www.linkedin.com/in/charlieschmidt1

PROFESSIONAL SUMMARY

Program Manager, Project Manager, Scrum Master, Release Manager, Deployment Manager,
Implementation Manager… with extensive experience in operational responsibilities ranging from pre-
sales support to application deployment. Demonstrated success managing and motivating cross-
functional teams to achieve on-time, on-budget delivery of complex projects. I get things done.
 Managed off-shore development teams and acted as liaison to end clients.
 Comfortable making presentations and providing program status to C-Level business partners.
 Developed and implemented the Release Management process for Gilead Quality Management
System.
 Introduced Agile/Scrum development methodology to Genentech.
 Scrum Master for the Salesforce teams responsible for Twitter and Facebook integration.
 Effectively translate big picture ideas into specific business strategies. (Designed and
implemented the use of Schwab regulatory archive data for external customer utilization)
 Seamlessly replaced the NetApp global CRM system from Siebel to Salesforce.
 Successfully implement international programs and launch global products.
 Extensive experience with corporate mergers / acquisitions and divestitures. (U.S. Trust 
Schwab, CyberTrader  Schwab, Schwab  Pitney Bowes, Schwab  U.S. Trust, Barclay’s
Global Investors  BlackRock, Genentech  Roche)
 Collaborative leader with the ability to inspire teamwork and trust. Passionate about coaching
and mentoring individuals to deliver exceptional performance while developing their careers.
 Thorough knowledge of software development life cycles and management best practices. Highly
flexible in adapting program strategies and project plans to meet changing business needs.
 Highly creative and resourceful. Accomplished in program and project management,
Scrum/Agile development, business process re-engineering, systems integration, application
development, plus complex systems design and implementation.
 Manage vendor relationships and develop effective and efficient business practices that produce
desired results with expected contractual obligations (Timeframes, cost, functionality…)
 Recognized by Imaging Magazine as an expert in workflow design. (Best of Year award winner)

EXPERIENCE

SAP National Security Services (NS2) – Oak Ridge, TN 2018 – 2019

Program Manager (Consultant)
 Manage the consolidation of two Manhattan Project nuclear weapons processing sites to operate
under a single SuccessFactors Learning Management System.
 Consolidate and deploy a full suite of SuccessFactors modules (Employee Central, Recruiting,
Onboarding, Compensation, Performance Management, Goals Management, Succession
Planning, LMS) across multiple sites.

Lam Research – Fremont, CA 2017 – 2018

Project Manager (Consultant)
 Using Agile/Scrum development methodologies, I manage application development for SAP
security systems. Implementation of new audit requirements to meet customer data access
issues.
 Program Manager for the replacement of a Learning Management System with a
SuccessFactors Talent Management Suite. Managed Deloitte engagement for the Business
Requirements discovery and analysis.

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Genentech – South San Francisco, CA 2017 – 2017
Project Manager (Consultant)
 Manage all activities associated with the innovation initiative for establishing a framework to
leverage technologies in Clinical Trials data management.
 Create and manage upgrade plans for validated electronic data capture systems.

Genentech – South San Francisco, CA 2015 – 2016

Program Manager / Scrum Master / Project Manager / Release Manager (Consultant)
 Software development project manager for the Bioinformatics division. Managed developers
around the globe to design, develop and deliver new software platforms following FDA
guidelines. Provided enhancements to existing applications and integration of complex genetic
analysis instruments.
 Developed roadmaps and coordinate development activities for multiple GxP systems, (Quality
Assurance) balancing the priorities for competing stakeholders.

Gilead – Foster City, CA 2014 – 2015

Project Manager / Release Manager (Consultant)
 Project Manager for the TrackWise implementation project. Managed a development team
tasked with implementation and operation of the validated TrackWise Platform (Technical
Change Management, Discrepancy Management, Corrective And Preventative Action,
Regulatory Compliance Audit, Environmental Monitoring, Deviations)
 Release Manager in charge of developing the scope of quarterly releases as well as coordinating
the estimation and planning efforts for the Business, Development and Validation teams.

Genentech – South San Francisco, CA 2013 – 2014

Scrum Master (Consultant)
 Project Manager in charge of introducing the Agile/SCRUM development methodology to
Genentech. (JIRA) Activities included training and educating development staff as well as
business stakeholders.
 Scrum Master for the TrackWise Optimization project. Managed a development team tasked
with simplifying the use and operation of the TrackWise Platform (Technical Change
Management, Audit, Discrepancy Management, Corrective And Preventative Action)

Charles Schwab - San Francisco, CA 2012 – 2013

Project Manager (Consultant)
 Program Manager for the migration of tax related print jobs to 3rd party in multiple locations.
 Project Manager for the design and development of a print collateral management system.

Timba Software / Altimetrik - San Francisco CA 2011 – 2012

Manager - Client Engagement
 Liaison for client executive management and program management teams.
 Scrum Master for multiple software development projects
 Pre-Sales and Post-sales support. Negotiated: Contracts, Professional Service Agreements,
Statements of Work, Non-disclosure agreements.
 Lead team in Uruguay with the development and maintenance of the Salesforce Social Media
(Twitter and Facebook) applications.
 Primary contact for Salesforce management teams for the development of mobile applications.
 Resource planning, budget reporting, forecasting for multiple development teams.

NetApp - Sunnyvale CA 2011 – 2011

Project Manager / Deployment Manager (Consultant)
 Scrum Master for deployment of Salesforce.com for the global NetApp sales teams, distributor
and channel partners, supporting front-end sales processes of leads, opportunity, account
management.
 Responsible for the analysis, definition, planning, and execution (Go Live) of the IT Deployment
for the Salesforce.com rollout, and integration into the greater IT eco system.

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  Ensured the processes and applications for the releases were fully deployed, implemented and
functioning.   Responsible for planning all deployment aspects as well as the driving the execution
of deployment; training, support readiness, infrastructure, deployment logistics, and quality
assurance.
Genentech - San Francisco, CA 2010 – 2011
Project Manager / Deployment Manager / Release Manager (Consultant)
 Primary responsibilities included planning and leading software deployments of enterprise sys-
tems in a multi-tiered worldwide environment.
 Accountable to define, prepare and lead the execution of all deployment-related documents in-
cluding deployment and rollback plans. Led and coordinated multiple technical resources.
(Project Managers, Quality Assurance, DBAs, System Administrators, Network Analysts…) 
 Ensured all deployments follow established processes to ensure quality, repeatability, efficiency
and GMP/SOX compliance so customers are minimally impacted by software & hardware
changes in production. (Validated and Qualified)
 Responsible for setting achievable deployment milestones, identifying and communicating sched-
uling conflicts, and determining alternative solutions through strong strategic relationships.

Barclays Global Investors / BlackRock - San Francisco, CA 2009 – 2010

Project Manager (Consultant)
 Project manager for Data Services division of iShares. Managed front-door process for all
initiatives requiring data warehouse information. Member of Data Management Team that
manages resource allocation and budget planning. Coordinated development efforts of teams in
US, London and Singapore.
 As part of the Blackrock acquisition, I was involved in multiple transition related activities, ranging
from server setup to work stream identification.
 Project manager for application, database and operating system upgrades. Liaison with data
center teams to reduce power consumption and increase server productivity.

Charles Schwab & Co. Inc - San Francisco, CA 2000 – 2009

Senior Manager (2006 – 2009)
 Program Manager for the Advanced Portfolio Accounting Technology group. This included the
help desk, account conversion, development infrastructure and 24 X 7 production support teams,
consisting of software developers, systems administrators, as well as business & systems
analysts and project managers.
 Responsible for the stability and availability of large customer facing and internally used systems,
including support for all hardware / software installations and system configuration changes.
 Developed and implemented a problem reporting and tracking system to effectively prioritize
issues impacting users and system functionality. Generated and presented productivity reports
to executive management utilizing the metrics gathered from this custom application.
 Led the conversion of the entire portfolio accounting data for over 5 million accounts as well as
the integration of accounts collected through corporate acquisitions. Award winner for the
seamless integration and then subsequent sale of all accounts from U.S.Trust.
 Member of the steering committee that coordinated all work efforts and set priorities for Schwab
Operations group.
Program Manager / Senior Business Analyst / Project Manager (2000 – 2006)
 In charge of strategic planning for the electronic archiving all regulatory documents (SOX, FDIC,
SEC). Provided business solutions to increase customer service productivity of archive systems.
Liaison between business units and Schwab technical services. Primary contact for US Trust
print and archive related issues. Project Manager for multiple eArchive and High Volume Print
related projects.
 Influenced senior management to utilize data available in the regulatory archive for external
customer consumption. Developed and implemented eConfirms and eStatements.
 Developed and managed the front-door process for all work required of the eArchive team.
Reviewed all projects submitted for Schwab Technology Overview and provided sizing estimates
for all High Volume Print and eArchive related initiatives.
 Project Manager for the sale and transition of the Brisbane print facility from Schwab to Pitney-
Bowes. This included contract negotiations, data processing and print equipment transfer, phone

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 systems, facilities, assets… Won an Excellence in Service award for my leadership in this cost
savings effort.

Wells Fargo – Technical Project Manager. Security & DDoS resolution initiatives.
Summer Search – Event planning & fund raising.
Habitat for Humanity – Builder
SUN Microsystems Inc – Technical Project Manager. In charge of the full development of an on-line
expense reporting system for the Professional Services division.
Injured Workers' Insurance Fund - Systems Analyst / Program Manager. Designed award winning
electronic document management system.
Eastman Kodak Company - Project Management. Automated document management systems for
various federal programs and 8-A / small disadvantaged business set-asides.
State of Maryland – Programmer Analyst, Systems Administrator. Managed electronic document
management system for all state vital records.
Electronic Data Systems (EDS) – Systems Engineer & Computer Programmer.
Network Equipment Technologies (N.E.T) – Records management & forms design.
TRICAM – President. Computer consulting and custom cabling manufacturing.

EDUCATION / CERTIFICATIONS / ASSOCIATIONS

Bachelors - Management Science. University of California, San Diego

Professional Scrum Master (PSM)

Certified Document Imaging Architect (CDIA)
AIIM – Association for Information and Image Management
Two time World Champion Ultimate Frisbee player

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