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• Work closely with the vendor and development teams to ensure requirements are communicated effectively and ensure product delivery• Prioritize product backlogs and roadmap (consists of production issues, systems bugs and enhancements) with Product Owner and business teams• Assists Product Owner in UAT phase; test case conditions and coordinating test execution• Plan and manage organization change management (including coordinating internal/external training and communications)• Responsible for reporting status of the POD to the Product Owner team and Program leadership• Business Relationship Manager for the Business Development, Marketing, and Patient Safety Departments providing technology guidance to ensure maximum return on investment for IT business strategy requirements• Liaison between IT and Business Units leading strategy articulation, project rationalization, business case development, project/program planning, and risk management

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.

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