EXPERIENCE
Contractor Management Services
Phoenix, AZ
Project
Manager
2015
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Managed and implemented cloud-based SaaS projects for
various industries (medium to large-scale companies) involving client-facing
focus on data/workflow integration, financial, legal and regulatory
configuration requirements
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Engaged with external client, Sales, CSR, IT and senior
management in defining and documenting project configuration solutions,
strategy and overall delivery schedule for production implementation
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Originated and executed project implementation analysis,
schedule, budget, scope, ROI, requirements, testing, end-user training,
change management and go-live strategy for multiple projects under parallel
management
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Developed “trusted advisor” relationship with clients
regarding deliverables, available features, project status and issue
resolution management with effective and proactive communication throughout
the project lifecycle
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Programmed and tested web design modules, decision-based
logic, workflow, data and legal documentation integration with regard to
industry specific regulations and client needs
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Conducted internal QA on additional company
projects providing best practices and system enhancements for internal
process improvement
The Vanguard Group
Scottsdale, AZ
Small
Business Services Associate
2012 - 2014
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Implemented and managed investment retirement plans for
small business clients, trusts, partnerships, sole proprietors, non-profit
403(b)(7) organizations and individual 401(k) participants
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Developed external client relationships with a focus on
small business acquisition while providing financial industry knowledge, plan
selection guidance, IRS adherence and overall retirement investing protocol
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Accomplished operational and client-service improvements
by streamlining client on-boarding efforts with client account services by
implementing new policy and procedure requirements
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Directed retirement plan account contributions,
allocations, distributions, rollovers, wire transfers, fund exchanges,
governmental compliance and plan administration expertise
Goldman Sachs & Co.
Salt Lake City, UT
Project
Manager / Business
Analyst
2008 - 2011
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Managed global projects in a matrix team environment
delivering new complex system workflows, software solutions, financial
products, business solutions, risk management strategies, vendor oversight
guidelines, account management procedures and new business ventures for the
Private Wealth Management (PWM) division
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Delivered over 30 projects ranging from small system
enhancements to large-scale global initiatives incorporating SDLC
methodology, stakeholder and business analysis, requirements documentation,
workflow design, user-acceptance testing, critical issues resolutions, new
software and systems implementation, regression contingency strategies and
end-user training
§
Engaged with business process owners, IT, senior
management and other stakeholders to define, plan and document project plan,
scope, deliverables, milestones, timeline, implementation and training
strategies
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Conducted project ROI, IRR, cost benefit, budgeting,
resourcing, risks, level of effort and support analysis reports for sales,
operations, technology, compliance and senior management
§ Developed cross-operational systems workflow knowledge to provide
subject matter expert (SME) analysis under strict time constraints for
technological development and production delivery
§ Implemented global vendor oversight program performing contract
reviews, risk assessments, security analysis, service levels and performance
metrics for all vendor relationships within PWM division
University of Utah - DESB Masters Programs & Services
Salt Lake City, UT
Programs
Coordinator
2006 - 2008
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Guided admissions procedures and program recruiting for
MBA, PMBA, MS Finance, Master of Statistics and Master of Accounting programs
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Performed student analytics research, relational database
queries and community outreach partnerships to achieve aggressive program
growth
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Directed the SMART Start consulting and mentoring program
for students and business professionals
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Organized the Human Resources Executive Roundtable
consulting series for human resources professionals to research and discuss
developing trends and complex HR issues
Credit Marketing Group
Salt Lake
City, UT
Administrative
Director
2005 -
2006
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Managed 7 team leaders and 60 personnel in a new business
venture (client credit services)
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Analyzed company efficiency reports on personnel
production and devised growth strategies yielding an operational increase of
500% within the first 6 months of startup
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Directed all administrative functions including record-keeping
systems, data entry, forms control, training, invoicing, payroll preparation,
staffing, quality assurance monitoring and industry compliance
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Developed operational forecast models for monthly staffing
evaluation and budget reconciliation
Napa Balkamp, Inc.
West Jordan, UT
Department
Supervisor
1996 - 2005
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Managed 5 operational departments overseeing 65 personnel
in a production and logistics environment
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Executed daily operational management, order processing,
quality assurance monitoring, and shipping of over $50,000 in daily sales
($12 million annually)
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Analyzed and forecasted production schedules, sales
projections, operations capacity, inventory management and delivery logistics
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Created successful plant-wide implementation plan for new
RF scanning, processing and shipping technology integration
EDUCATION
University of Utah - David Eccles School of Business
Salt Lake City, UT
Bachelor
of Science, Finance 3.7/4.0
December 2007
Research
& Publications
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Conducted statistical data analysis, primary and secondary
market research, client recruitment, focus group analysis and survey-creation
as a compensated research analyst for the World Trade Center Utah initiative
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“International Business Professional Association
Membership: World Trade Center Recruiting” Koch, Harold L., Lincoln, L. and
M. Miller Journal of International Marketing (Fall 2007)
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Performed business-development consulting at the Pete
Suazo Business Center for small business start-ups and Small Business
Administration clients
MEMBERSHIPS
& COMMUNITY
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World Trade Center
Utah, SMART Start Mentoring Program, Utah Special Olympics Coordinator,
University of Utah Business Alumni Association