You've been doing
PM work for years.
It's time your career knew it.
A focused 2-hour working session to reframe your experience, rebuild your professional identity, and identify the exact PM role where your background is an asset — not a liability.
Book Your Free Fit CallNo commitment. No sales pressure. Just a conversation.
The certification isn't the issue.
The story you're telling is.
You've earned the credential. You've studied the frameworks. You've been coordinating complex work, managing stakeholders, and owning delivery outcomes — sometimes for years — without the title to prove it. And yet hiring managers keep passing you over for candidates with less real-world experience than you have.
The problem isn't your experience. It's that you're still presenting yourself as an operations professional who wants to become a PM — instead of a PM who's been doing the work all along.
- Your resume reads like an ops resume, not a PM resume — even though the work is the same
- You struggle to answer "tell me about a time you managed a project" with confidence
- You're applying to PM roles but getting screened out before the interview
- You can't quite articulate why your background is relevant — so you apologize for it instead
- You keep getting asked "do you have direct PM experience?" — and you don't know how to answer
This isn't a skills problem. It's an identity and positioning problem. And it's fixable in a single, focused session.
I've sat in
every seat
you're sitting in.
I spent 26 years as a working project manager — at Charles Schwab, Oracle, LPL Financial, and PNC — before I started coaching professionals through this exact transition. I know what hiring managers see when they read your resume. I know what's missing. And I know exactly how to fix it.
Three deliverables.
One session. Real momentum.
· Networking & Informational Interviewing
· Formal Job Interview Prep Checklist
· Working with Recruiters
· Salary Negotiation (with a job)
· Salary Negotiation (between jobs / multiple offers)
Plus homework assigned and a debrief call scheduled before you leave.
This is what the
session produces.
Below is Dylan's own PM Identity Narrative — built from 26 years of delivery at Charles Schwab, Oracle, LPL Financial, and the Texas Department of Agriculture. Yours will be built from your history. Same structure. Your story. And unlike a template you fill in alone, this one gets built with someone who has sat in every seat you're trying to get into.
Built and practiced out loud in session. Use when someone asks "what do you do?" — networking events, interview openers, LinkedIn voice notes.
Use as the opening paragraph of your LinkedIn About section and as the basis for cover letters.
I'm a project manager and program leader with 26 years of delivery experience across financial services, technology, and government. I specialize in complex, multi-stakeholder programs in enterprise environments — particularly where there are aggressive timelines, high organizational visibility, and significant consequences for getting it wrong. My background spans both waterfall and agile delivery, and I'm equally comfortable leading structured program governance or running a scaled agile release train. I've worked at the program and portfolio level at Charles Schwab, LPL Financial, PNC Financial Services, and Oracle, and I currently serve as Agile Program Manager and Release Train Engineer at the Texas Department of Agriculture, leading a 40-person ART delivering systems that support over one billion meals annually.
Use as the framing for resume bullets, LinkedIn About section, and interview answers.
- Enterprise program delivery — Leading cross-functional, multi-vendor programs from initiation through go-live in high-stakes, regulated environments; managing scope, schedule, budget, and stakeholder alignment simultaneously
- Scaled agile execution — Operating as Release Train Engineer and Agile Program Manager in SAFe environments; coordinating work across multiple teams, managing PI planning, and aligning delivery to business objectives
- Executive stakeholder management — Translating complex technical work into clear business language for C-suite audiences; managing upward under pressure without losing the room
- Crisis recovery and risk mitigation — Parachuting into troubled programs, rapidly assessing root cause, and restoring confidence and forward momentum when delivery has stalled
- Cross-functional team leadership — Building alignment and accountability across teams that don't share a reporting structure; creating shared ownership in matrixed, distributed, multi-time-zone environments
- Delivery at scale — Leading programs that affect millions of end users, processing billions of transactions, and coordinating dozens of contributing teams simultaneously
Use as the basis for your LinkedIn About section and your answer to "tell me about yourself" in long-form interviews.
I came up as a working project manager — not someone who studied PM and then practiced it, but someone who got dropped into complex delivery situations early and had to figure out how to make them work. Over 26 years, those situations got progressively larger, more complex, and higher-stakes.
At Charles Schwab, I led the team that delivered the Trader's Dashboard for the TD Ameritrade–Schwab merger — a program that served 6 million clients and required coordinating delivery across one of the most watched integration projects in financial services history. I also coordinated the largest mobile app release in Schwab's history. These were not small-team, low-visibility efforts. They were programs where the right answer mattered, the timeline was non-negotiable, and the number of stakeholders with opinions was significant.
Before and alongside that work, I delivered programs at LPL Financial, PNC Financial Services, Dun & Bradstreet, and Oracle — across four continents, across waterfall and agile methodologies, and across industries with very different definitions of "on time" and "good enough." I've run programs with external vendors, managed consulting teams, and operated inside organizations where I was the person the president's office called when something needed to be fixed.
What I've learned is that delivery isn't primarily a technical problem. It's a relationship and communication problem. The organizations that deliver consistently are the ones where the right people are having the right conversations at the right time — and where the PM is making sure that happens. That's the work I've always done.
Use this to filter job descriptions and focus your application energy.
- Enterprise organizations (500+ employees) in financial services, technology, or regulated industries
- Programs with cross-functional complexity — multiple teams, vendors, or business units
- Organizations running or transitioning to scaled agile delivery (SAFe, LeSS, or equivalent)
- Situations requiring both delivery rigor and executive stakeholder management
- Senior Program Manager / Director of Program Management
- Release Train Engineer or Agile Program Manager
- VP / Head of PMO at a mid-to-large enterprise
- Strategic initiative lead in financial services or technology
- Single-team scrum master or delivery-only agile coach (underleveled)
- Greenfield startup without enterprise governance appetite
- Pure product roles without delivery ownership
Built from your actual experience and practiced out loud before you leave the session.
Your two or three go-to interview stories — pre-built, ready to deploy for any behavioral question.
| Story | Use When Asked About | Key Details |
|---|---|---|
| TD Ameritrade–Schwab / Trader's Dashboard | Complex program, high-stakes delivery, tight timeline | 6M clients, largest mobile release in Schwab history, merger timeline |
| President's office parachute assignment | Recovery, crisis, executive pressure, turning things around | Brought in to fix attrition-causing issues; turnaround credited publicly by direct manager |
| Texas Dept. of Agriculture ART | Recent experience, agile leadership, scale, mission-critical delivery | 40-person ART, 1B+ meals/year, government systems, RTE role |
Yours gets built the same way — from your actual history, in a single focused session, with someone who has lived the career you're trying to get into.
Book Your Free Fit CallFree 15-minute call first. No commitment. We'll make sure it's the right fit.
Two hours. Four blocks.
Everything changes.
This session is built for
a specific kind of professional.
- ✓Have 5+ years in operations, service delivery, or program support
- ✓Have your PMP or are actively pursuing it
- ✓Have been managing cross-functional work without the PM title
- ✓Are getting screened out of PM roles before the interview
- ✓Know you're ready — but can't quite articulate why
- ✗Are brand new to project management with no relevant experience
- ✗Are looking for a resume-writing service, not a strategic reframe
- ✗Haven't yet figured out whether PM is actually the right direction
- ✗Want someone to do the work for you without your input
One session.
One price. No surprises.
- ✓PM Identity Narrative — written, all seven sections, delivered within 24 hours
- ✓Elevator pitch — built and practiced live until it sounds like you
- ✓Top 5 PM interview answers — written from your real experience, practiced in session
- ✓AI resume customization method — demonstrated live, repeatable for every application
- ✓Networking & Informational Interviewing Checklist and Script
- ✓Formal Job Interview Prep Checklist
- ✓Working with Recruiters: Screening Interviews
- ✓Salary Negotiation Playbook — When You Have a Job
- ✓Salary Negotiation Playbook — When You’re Between Jobs or Weighing Multiple Offers
- ✓Target role defined — where your background is an asset, not a liability
- ✓Homework assigned + debrief call scheduled before you leave
- ✓Session recording for reference
- ✓Starts with a free 15-minute fit call
We'll spend 15 minutes on a call first to make sure this is the right fit. If it is, we'll schedule your session. If it's not, I'll tell you that too.
I've spent 26 years as a working project manager — leading complex software delivery programs at Charles Schwab, LPL Financial, PNC Financial Services, Dun & Bradstreet, and Oracle across four continents. At Schwab, I led the team that delivered the Trader's Dashboard for the TD Ameritrade–Schwab migration, serving 6 million clients, and coordinated the largest mobile app release in company history. I now serve as Agile Program Manager and Release Train Engineer at the Texas Department of Agriculture, running a 40-person ART delivering systems that process over 1 billion meals annually.
I also coach professionals who are doing PM-level work without the title, recognition, or positioning to prove it. The gap is never skill. It's always story. I know both sides of that equation — and I know exactly how to close it.