Alisha Bhandaal, Mib, Cbrm Email & Phone Number

HQ: Napa, CA

• Product Owner Support for Core System Replacement project in partnership with Duck Creek Technologies to replace our Distribution and Compensation Management System and Member & Agent/Broker Portals
• Support Product Owner in product delivery and assist in requirements process, defining business process workflows and acceptance criteria description
• Provide business case analysis to support business decisions that influence requirements
• Establish communication processes and channels across business functions
• Ensure business value realization and optimization
• Collaborate with IT product manager & scrum master on progress and ensure consistent effective communication, including managing escalation and avoiding risk

HQ: Napa, California

• Lead business teams through the development and delivery of strategic and tactical projects that make operations easier, more efficient and effective, and provide TDC with competitive advantages
• Deliver projects associated with scaling the company's businesses and eliminating unnecessary costs
• Transitioned to Enterprise Project Office to operate at strategic level and provide enterprise wide support on project and portfolio management, technology governance, and business analysis

HQ: Napa, California

• Recommends, selects, and implements appropriate project management and process design methods/tools/techniques to stakeholders
• Identifies methods and metrics that will provide insight to process effectiveness and efficiency and escalates issues identified by data analysis when necessary
• Manages all project rollout training activities for internal and external stakeholders
• Promoted within 1 year to lead Enterprise wide initiatives, including operating system rollouts and cross functional integration projects

HQ: San Francisco, California

• Delivered basic wealth planning and supported the Investment Strategists and Fiduciary Specialists in client acquisition and relationship management
• Prepared customized client presentations/investment reviews, and gathered and researched prospect information to support sales/marketing efforts
• Fulfilled IFS transactions including investment trades, discretionary distributions, secured compliance documentation, and resolved operational issues
• Identified, escalated, and monitored client retention issues

London, United Kingdom

• Led a five-person team to develop an action plan to enhance brand visibility and increase revenuestreams across Sub-Saharan Africa
• Collated ground level research: emerging trends, cultural habits, and consumer behavior in SSA
• Analyzed key input data to cross-compare target countries to identify which market to enter
• Implemented innovative IT solutions and developed new market expansion policies

Atlanta, Georgia

• Hired, trained, and managed the candidate side of the recruitment process
• Assisted with reporting, tracking, and producing hiring metrics
• Conducted the preliminary interviewing process, and had a retention rate of 90%
• Assisted with the establishment and expansion of the department to 50 employees within two months

Sacramento, California

• Provided administrative support, full cycle recruiting, and assistance to the President of the company
• HR tasks included sourcing, screening, onboarding, background checks, and payroll
• Maintained new employee retention rate of 90-95%
• Promoted within 5 months to manage the Atlanta, Georgia office and market

Master'S Degree, International Business

World's most international business school. Top 10 Financial Times ranking for international business and experience • Rotation to.

Bachelor Of Science (Bs), Criminal Justice

• Graduated on The Dean’s Honor List • Participated in The Sacramento-Mentoring Program for at-risk high school students