KEY SKILLS:

Project Management, Resource Management, Product Development, Leadership, Problem Resolution, Communication, Business Analysis

TECHNICAL SKILLS:

Software: Microsoft Project, Word, Excel, PowerPoint, Visio, SharePoint, HP QC, Mariner, Clarity, JIRA, Confidential proprietary project tracking tools; STAMP, CREST, Planview, PMUWS, PINC

EMPLOYMENT:

Confidential, Minneapolis, Minnesota

Senior Business Initiatives Project Manager

Responsibilities:

• Led strategic efforts to define and deliver business initiatives as a part of the Investment and Fiduciary Services (IFS) 2014 Target Operating Model rollout initiatives. This included process redesign, system enhancements and development, resource alignment, and risk/compliance adherence.
• Managed multiple horizontal business project workstreams tied to the core application conversion (SEI to SEI Global).
• Led teams through discovery phases to define IFS scope and align with broader Wealth, Brokerage, and Retirement (WBR) program.
• Created and maintained project documentation in support of project deliverables.
• Facilitated various meetings throughout all stages of these projects to identify/monitor project deliverables, issues, and risks.
• Provided status reporting to core team participants, internal program partners, and IFS senior leaders.

Confidential, St Paul, Minnesota

Technical Project Manager

Responsibilities:

• Led Confidential initiatives designed to provide technical solutions to improve business process efficiency, eliminate manual business intervention, and reduce expense (resource and financial loss).
• Created and maintained project documentation to manage project deliverables; this included Project Plans, Resource Models, Change Requests, RAID Documentation, Defect Logs
• Responsible for tracking and managing external spend for contract resources across multiple project initiatives
• Facilitated recurring meetings at all stages of the projects for the monitoring of project deliverables, issues, and risks

Confidential, Minneapolis, Minnesota

Senior Project Manager

Responsibilities:

• Led multiple concurrent Correspondent department projects as a Senior Project Manager, as assigned by the PMO
• Managed business line initiatives at a departmental level, and also as parts of larger cross channel initiatives
• Created and maintained project documentation to manage project deliverables; this included Project Plans, Change Requests, Issues and Risk Logs, and stakeholder communications
• Managed business and technology budgets throughout the project lifecycle
• Facilitated recurring meetings for the monitoring of project deliverables, issues, and risks
• Delivered weekly status reporting to Senior Business Leaders

Confidential, St Paul, Minnesota

Business Technology Consultant

Responsibilities:

• Served in various roles on multiple concurrent projects; Project Manager, Business Line Lead, Requirements Lead, Test Coordinator
• Managed both business line and technology initiatives that included vendor and in - house development
• Created and maintained project documentation to manage project deliverables; this included the creation (and maintenance) of Project Plans, Requirements Documentation, Test Plans, Issues and Risk Logs, Training and Communication Plans, Business Readiness Documentation
• Facilitated recurring meetings for the monitoring of project deliverables, issues, and risks
• Weekly maintenance and delivery of status reporting for Senior Business Leaders

Confidential, Minneapolis, Minnesota

Project Manager/Business System Consultant

Responsibilities:

• Managed projects assigned to the Infosourcing group for the Phase3 to Broadridge platform conversion
• Coordinated larger production support projects tied to the maintenance of existing data transmissions
• Created and maintained project documentation to manage project deliverables
• Facilitated recurring meetings for identifying deliverables, issues, and risks
• Assisted developers and business with testing of coding changes and coordinated business process changes tied to deployments
• Maintained status reporting for program workstream leaders

Confidential, Minneapolis, Minnesota

Senior Project Manager

Responsibilities:

• Single Point of Contact project manager for Clearing Operations business line for New Brokerage Platform Conversion of brokerage accounts (waves 3 & 4)
• Managed development efforts for each conversion
• Led team of business analysts, SMEs, and developers (on and offshore)
• Included creation and execution of requirements for each wave conversion
• Managed business testing, sign-off and deployment of new code.
• Worked with internal partners to manage proprietary and external vendor applications impacted by conversion changes
• Maintained project planning and weekly reporting to Senior Leadership
• Held recurring meetings with Clearing SMEs to capture details and business needs for development and process change tied to conversion activities
• Managed Clearing specific activities during conversion events
• Maintained Clearing playbook tasks and functioned as Clearing Command Center SPOC during conversion events
• Led approach planning for 2012 development requirements and business process changes related to future conversion events

Confidential, Minneapolis, Minnesota

Project Manager

Responsibilities:

• Led and participated in Wells Fargo-Wachovia Institutional Retirement merger integration workstreams
• Managed Tier 2 & Tier 3 software development projects focusing on building new products for Trust & Custody and Retirement Plan Services business line department ad hoc assignments
• Established new methodology controls for auditing project deliverables
• Led planning sessions for annual Trust & Custody project portfolio budgeting
• Participated in recurring inter-departmental focus group meetings for improving work flow and cross-organizational efficiencies
• Managed external vendor software project tracking application (Mariner)

Project Manager

Confidential

Responsibilities:

• Led and participated in various national projects and initiatives from department inception designed to establish processes, procedures, and daily business operations of the Wealth Planning Center
• Established process and controls for national monitoring and review of planning fees, assist revenues, and commission credit
• Coordinated the development of marketing materials, website content, and general client presentation content
• Worked with Legal department to create client engagement documentation
• Created and maintained Wealth Planning Center software platform
• This included vendor contract negotiation, Beta Testing, and system deployment to user base
• Experience prior to 2000: available upon request