A Project Manager with 15 years of progressive professional experience in the private and public sector directly supporting senior executives with a focus on project management and business development. Diverse industry experience includes Financial Services, Corporate Travel, Corporate Recruiting and Information Technology. Project Management and Human Resource Management Certified. Project Management Professional PMP credential 1491858. Public Trust Clearance.

Work Experience

Confidential

• Responsible for corporate business development and project management oversight. Developed the Project Management Office PMO processes and procedures, implementing consistent methodologies based upon Project Management Body of Knowledge PMBOK . Created strategic business and marketing plan strategies designed to generate consistent activities resulting in increased business opportunities.
• Research contract opportunities and solicitations, identify and select Request for Proposal RFP , Request for Information RFI and Sources Sought, utilizing tools such as FedBizOpps, GSA eBuy, eMaryland and capture management tool, Govini.com. Developed written solicitation responses from initial draft response to include comprehensive proposal writing services for RFP, RFI, and Sources Sought. Specific focus on regulatory federal agencies SEC, FTC, NIH, etc. , Records Information Management RIM and Information Technology opportunities. Prepare and develop proposal winning strategy and draft outline. Maintain ownership of the proposal documents, ensuring articulate solution to meet the Statement of Work SOW requirements. Gather client input and gain understanding of the full scope of client requirements.
• Identify personnel to meet project staffing requirements using a variety of resources including online job boards, 3rd party recruiters and candidate pools. Participate in the recruitment and interview process to fulfill personnel requirements to meet project and contract objectives. Screen, interview and make offers to applicants.
• Project management of awarded contracts with U.S. Federal Government agencies including the Federal Trade Commission FTC and National Institutes of Health NIH as well as commercial clients. Management of project teams, stakeholder management, client relations and communication, deliverables, status updates and periodic reports. Successfully managed the complete life-cycle from conceptualization of requirements, budgets and project strategies, coordination of work packages and resources, including development and User/Quality Assurance testing, to production deployment and post-production support documentation.

Project Examples

Veritas Cluster Document As Is Oracle RDBMS Server and Risk Assessment

Project Manager

Point of Contact POC to onsite Contracting Officer's Technical Representative COTR , and Program Manager.

Primary Technologies: High Availability Veritas Cluster Server Solaris 10 on Oracle Environment, UNIX

Project Scope: Managed FosterSoft project team consisting of Senior Systems Engineer, Senior Database Administrator and Junior Database Administrator assigned to prepare and deliver complete Project Plan, Risk Management Plan, and client's As-Is architecture documentation. Contributed to the development of the Project Plan including the risk and quality plans. Provided weekly status reports to FTC stakeholders. Adhere to project closure requirements and off-boarding of staff.

Confidential

Project Manager

Project contact to onsite Contracting Officer's Technical Representative COTR , and Program Manager.

Primary Technologies: High Availability Veritas Cluster Server Solaris 10 on Oracle Environment, UNIX

Project Scope: Managed FosterSoft team consisting of Senior Systems Engineer, Senior Database Administrator and Junior Database Administrator assigned to prepare and deliver Install/Configure/Test VCS on Development Lab, prepare and deliver Technical Solution Document, User Acceptance Test Plan and Documentation. Directed on-site FosterSoft team in work package activities. Provided weekly status reports for internal and external stakeholders.

Confidential

Project Manager

Project contact to onsite Contracting Officer's Technical Representative COTR , and Program Manager.

Primary Technologies: High Availability Veritas Cluster Server Solaris 10 on Oracle Environment, UNIX

Project Scope: Managed FosterSoft team consisting of Senior Systems Engineer and Junior Database Administrator assigned to implement User Acceptance Tests SI QA environments and production deployment phase. The team provided SME assistance to FTC team during testing, Quality Assurance, Security Scan and Deployment. Addressed post-deployment support issues with the client leading to a plan modification to add scope of work at the client's request increasing sales goal for FosterSoft, Inc.

Confidential

Project Manager

Project POC to onsite Concentric Method's Project Manager, and program stakeholder management consisting of NIH Director, medical doctors, nurses and administrative staff.

Primary Technologies: Microsoft Project, Visio, Word, PowerPoint.

Project Scope: Developed the final audit documentation, presenting as-is , comparison to previous audit results, improvement and gap analysis, and recommendations based upon results. Key contributor to the follow-up audit process of BSP program sites located in Bethesda and Frederick, MD and Hamilton, MT. Authored an audit document as a project deliverable. Assisted in the interview of NIH staff, defined metrics vital to assessing adherence to PII practices throughout the BSP program processes and procedures, recommending and advising best practices. Authored PowerPoint presentation to present to the NIH leadership with an overview of the results, metrics and recommendations of the FosterSoft audit. Attended BSP Quarterly Meetings, providing the agenda, onsite support to the Project Manager, drafted meeting minutes for review and input, submitted final minutes and tracked action items resulting from staff input.

Confidential

Greet customers and recommend, select, and assist in locating or obtaining merchandise. Consistently achieved sales goal performance measures to meet or exceed sales volume, items per transaction and average sale. Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices. Open and close cash registers, performing tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers.

Promoted corporate fundraising events by encouraging donations and contributions from the business community to promote various campaigns. Volunteer to support management's fundraising activities and incentive programs for sales associates.

Confidential

Reporting to the Chief Growth and Productivity Officer, coordinated project initiatives supporting the creation of a new business development unit, Business Strategies Group BSG . Conducted extensive research and analysis leading to the formation of an educational platform designed to increase financial advisor's sales production resulting in an overall increase of 22 in the down-turning markets of 2008.

Supported the Executive office by providing production reports, development of annual budget, tracking and reconciling expenditures, processing vendor invoices, meeting and event planning.

Project Examples:

Confidential

Project Manager

Event planning, marketing design, reports and best practices recommendations.

Primary Technologies: Microsoft Project, Excel, PowerPoint.

Project Scope: Responsible for the project plans and tracking of requirements determined by Stakeholders for the creation of an educational platform, NextGen University, designed to train financial advisors in best-practice methodologies to result in increased revenues. Identify universities nationwide capable of hosting events in a classroom setting. Co-design learning modules from industry leaders and subject matter experts SME including Cannon Financial Institute's Certified Wealth Strategist CWS designation.

Confidential

Project Manager representing Business Strategies Group BSG

• SME for PII protected by EEO/Federal Regulations. Proposed and designed layouts for executive interfacing reports, identifying specific requirements and design elements. Represented BSG consultant's data requirements, working closely to ensure hierarchy of permissions to access data across departments in support of their consultative roles. Made design suggestions and recommendations to ensure tracking of key data to measure success of program initiatives.
• Primary Technologies: RAD Waterfall SDLC, Salesforce
• Project Scope: Proposed and directed initiative to implement a customer relationship management CRM system, which evolved into an enterprise implementation of Salesforce.com. Authored business requirements, report metrics, and diagramed workflow samples. Worked closely with First Allied CRM Senior Project Manager and Salesforce project team to support the planning and deployment of enterprise implementation of Salesforce CRM.

Confidential

Project Manager representing Business Strategies Group BSG

• Support the Senior Project Manager responsible for the project. Provided SME input for the design and creation of custom modules on behalf of BSG and UI's for executive senior management across numerous business units. Identifying key metrics KPI's and outlined suggested custom report modules on behalf of business unit.
• Primary Technologies: RAD Agile , Cognos 8 BI
• Project Scope: Creation of Executive Dashboards, Scorecards Management Reporting system that continuously monitors time-sensitive KPI's and operational metrics covering all aspects of enterprise reports including Financials, Operating Metrics, Sales, Recruiting Business Development as well as ININ Call Center/ Telephony Suite data mining and reporting.

Confidential

Project Manager representing Business Strategies Group BSG

Primary contact for the Senior Project Manager responsible for the project, Report Design.

Primary Technologies: Waterfall SDLC, MS Reporting Services and RDL

Project Scope: Create 'industry first' application which allows financial advisors the ability to capture display a variety of compelling analytics that are used to focus on uncovering sales opportunities, avenues for streamlining their business and progress toward short and long-term goals. Customized reporting to enable end-users to identify new sales opportunities and engage in actions to boost production and drive revenue. Allow users to track progress toward achievement of program goals by defining baseline reports, establishing timelines and tracking milestones in visual displays. Contains proprietary PEAK Prospector Tool, which allows advisors and internal sales organizations to custom query advisor demographic, account and product mix data to help identify specific needs and sales opportunities for their clients.

Confidential

• Reporting to the Regional Operations Manager, supported the corporate annual growth initiative through financial advisor recruitment and adoption of the corporate marketing program. Coordinated and managed the operational functions of advisor recruiting through screening tests, interviews, securities licensing, regulatory compliance, and client assignment within regional sales office.
• Responsible for preparing area office recruiting and sales reports by gathering weekly results, compiling data on proprietary software tracking system. Processed marketing reimbursement requests from advisors organized and prepared paperwork for approvals and processed electronically.

Project Example:

Marketing Plan Implementation

Site Coordinator

Onsite implementation of marketing activity tracking software, testing, and process implementation.

Primary Technology: Microsoft Excel, Word, Proprietary software.

Project Scope: Implementation of proprietary marketing program including software installation and testing, report generation, monitor and measure results of marketing efforts and financials within each broker-dealer office in the Southern California Region. Compliance with Federal Securities Exchange Commission SEC in regard to tracking and document retention. Implement consistent processes and contribute to best practices, and contribute to continuous improvement. Provide financial advisor training on the new marketing system and ensure compliance.

Confidential

• Assisted with the business start-up of a new broker-dealer corporate office. Provided executive administrative support for two owner/managers in all aspects of business and operational processes.
• Planned, implemented and managed an enterprise CRM solution ACT . Managed vendor resources to meet business requirements for customized workflows and processes. Enhanced management ability to track business owner information in support of recruiting efforts, industry compliance requirements, management oversight and customer service needs. Designed and developed comprehensive reports to accurately report and evaluate recruiting department goals and statistics.
• Designed and implemented a new corporate ID system including logo, signage and recruiting marketing materials. Created internal broker-dealer forms and processes to meet business requirements.

Project Example:

1st Annual Corporate Convention

On-site event coordinator, Financial Advisor Liaison.

Primary Technology: Microsoft Word, Proprietary software.

Project Scope: Plan and execute the first corporate convention to host the companies 100 financial advisors. Implementation of proprietary marketing program including software installation and testing, report generation, monitor and measure results of marketing efforts and financials within each broker dealer office in the Southern California Region. Planned and coordinated annual National Sales Convention including program design, space planning, d cor, room block, menus, entertainment and keynote speaker selection.

Confidential

• Reporting to the Field Vice President of National Recruiting and the President of AIG Advisor Group, managed all special project assignments for national recruiting campaigns and marketing initiatives to successfully achieve annual corporate recruiting goals. Managed projects associated with the implementation of the National Recruiting Department marketing initiatives including the coordination and planning of conventions, seminars, and direct mail marketing campaigns.
• Created comprehensive recruiting reports for executive leadership, evaluating and analyzing data using graphs and charts. Developed and drafted annual recruiting budget and marketing plan proposal.
• Lead project manager for the implementation of a contact database system Onyx Software Corporation to track and manage recruitment leads and new hire data. Internal point of contact, working closely with vendor.
• Provided executive level support to both the Senior Vice President SVP of National Recruiting and Senior Vice President of National Sales exercising a high level of confidentiality and discretion. Drafted presentations, reports and correspondence. Coordinated meetings, special events and travel arrangements. Liaison between the SVPs and internal and external customers.

Project Example:

Customer Relationship Management CRM Implementation Onyx

Project Manager

Recruiting Department POC

Primary Technologies: Onyx, Microsoft Excel, PowerPoint, Project, Visio

Project Scope: Proposed and directed initiative to implement a customer relationship management CRM system, which evolved into an enterprise implementation of Onyx. Authored business requirements across functional organization, developing workflow proposals, and report metrics. Worked closely with Onyx Senior Project Manager and project team, and AIG stakeholders to support the business the planning and deployment of enterprise implementation of Onyx CRM.

Confidential

• Lead Project Manager of the Corporate Travel Department responsible for the implementation of a global rollout of GetThere a Sabre company , the world's leading online corporate travel reservation technology for corporate travel expenditures exceeding 12 million annually. Coordinated Alpha and Beta testing prior to enterprise launch.
• Developed corporate travel logo GetTravel created and managed advertising campaign to market and promote the adoption of self-service travel. Integrated suite with corporate travel policies, reducing overall travel-related expenditures which led directly to cost savings of over 10 annually.
• Provided product training and support to employees and American Express travel agents. Coordinated the exchange and integration of data with GetTravel across the enterprise and external vendors including Sabre Company and American Express Corporate Card.

Confidential

Direct report to a Financial Advisor/business owner, managing all aspects of providing quality support including office management, paraplanner support which included preparing and processing investment applications, executing financial trades, and client account service maintenance. Licensed Series 6, Series 63 and Life Agent.

Confidential

• Operations Manager Recruiting Specialist Carlsbad, CA 9/1996 3/1999 Opened a new division office site, to include responsibility for site selection, office set-up and financial advisor recruitment and training. Hired, trained and supervised administrative staff, maintaining a balanced payroll and office budget. Coordinated office communications, technology systems and administration. Direct support to Field Vice President of Marketing for Southern California.
• Operations Manager San Diego, CA 6/1995 9/1996 Managed a division office of 40 registered representatives, including supervision of administrative staff. Responsible for providing support to include Market Group business development, compliance, licensing, budget management and advisor recruitment.
• Marketing Support Specialist Insight Analyst Virginia Beach, VA 4/1994 6/1995 Marketing and training support for first year registered representative program. Computer specialist for proprietary financial planning software and CRM.
• Senior Financial Planning Assistant Virginia Beach, VA 1/1990 4/1994 Financial Planning Assistant supporting senior registered representatives located in the division office.