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At TIAA, I dedicated approximately 50% of my time to each of two Agile Scrum teams, supporting their unique goals and structures in parallel.

Market on Demand (MOD) Team

Role: Product Owner & Scrum Master

  • Managed content and user experience across public sites, microsites, secure portals like myTIAA and PlanFocus, and various legacy platforms.
  • Oversaw the Investment Screener tool and more than 9,000 unique fund profile pages, enabling users to conduct deep fund analysis and make informed investment decisions.
  • Delivered feature enhancements for TIAA’s Brokerage platform.

PlanFocus Team

Role: Business Analyst

  • Supported institutional retirement plan sponsors (e.g., HR and Benefits teams) in managing participant and plan data.
  • Enabled secure search and review of participant information to drive accurate reporting and plan compliance.
  • Helped sponsors use the platform to gain insights into financial wellness and engagement, enhancing plan strategy with actionable analytics.

Detailed Experience at TIAA

An in-depth look at my dual-role contributions across the MOD and PlanFocus teams at TIAA, where I served as a Product Owner, Scrum Master, and Business Analyst.

  • 50/50 Split Across Two Teams: Balanced responsibilities equally across the MOD and PlanFocus teams, adapting to their distinct goals, delivery cadences, and tech stacks.
  • MOD Team - Product Ownership: Oversaw the investment screener tool and over 9,000 dynamic fund profile pages, ensuring they delivered accurate and timely data across TIAA’s public, secure, and legacy platforms.
  • PlanFocus Team - Business Analysis: Supported the PlanFocus application by gathering requirements, documenting use cases, and helping deliver enhancements for plan sponsor features like participant lookup and engagement dashboards.
  • Scrum Facilitation: Led all Agile ceremonies including backlog refinement, sprint planning, daily stand-ups, and retrospectives across both teams when acting as Scrum Master.
  • Stakeholder Alignment: Worked closely with product managers, compliance, marketing, UX, and engineering teams to align priorities and drive outcomes across various channels.
  • Hands-On Testing Responsibilities: Contributed to QA and UAT efforts by writing and executing SQL queries in Toad and Oracle Database, and testing APIs using Postman.