James Vallarta

I have spent my career leading people and projects. From overseeing an $800M investment portfolio as a Vice President at Charles Schwab to leading Agile teams at Brightside Benefit, my focus has consistently been on one thing: maximizing value through precision and alignment. As a Project Manager and Scrum Master, I specialize in bridging the gap between high-level company OKRs and the day-to-day work of disparate teams. I optimize workflows. By integrating Generative AI (ChatGPT/Copilot) I’ve been able to increase team efficiency and metrics by over 50%. My background as an MDiv, CFP® and Six Sigma Green Belt gives me a unique lens for risk assessment and data-driven decision-making that most PMs don't have. I’m passionate about building high-performing, empathetic teams that ship quality products while staying lean and agile.