Jose Levy
About Jose Levy
Jose Levy is the Director of Agile Portfolio Management and Cloud Service at OnePlan, where he has worked since 2020. He has extensive experience in portfolio management and cloud services, having held various leadership roles in companies such as PM Solutions, Wicresoft, and FluentPro Software Corporation.
Current Role at OnePlan
Jose Levy serves as the Director of Agile Portfolio Management and Cloud Services at OnePlan. He has held this position since 2020, contributing to the company's strategic initiatives in the Washington DC-Baltimore area. His role focuses on enhancing agile portfolio management practices and optimizing cloud service offerings to meet client needs.
Previous Experience in Agile Portfolio Management
Before joining OnePlan, Jose Levy worked at Wicresoft as the Director of Agile Portfolio Management and Cloud Services from 2019 to 2020. His experience in this role involved leading agile methodologies and cloud service strategies. Additionally, he held the position of Regional Director at EPM Live from 2008 to 2012, where he focused on corporate development.
Educational Background at The Wharton School
Jose Levy studied at The Wharton School, where he earned a Bachelor of Science in Business Economics and Finance (BSBE) from 1986 to 1990. This education provided him with a strong foundation in finance and business principles, which he has applied throughout his career.
Career History and Roles
Jose Levy has a diverse career history, having held various positions across multiple organizations. He worked at PM Solutions/PM College as Director of EPM Practice and Business Development Manager from 2003 to 2005. His experience also includes roles at FluentPro Software Corporation, Upland Software, and Bear, Stearns & Co. Inc., where he developed expertise in sales, account management, and financial analysis.
Expertise in Digital Initiatives
Jose Levy possesses expertise in implementing digital initiatives that create value for customers. His professional skills include resource management, private equity, business architecture, and enterprise agile methodologies. He has been involved in projects that received recognition, including the Global Microsoft Project and Portfolio Management Partner of the Year award.