Amanda Sweeney Email & Phone Number

Los Angeles, Ca, Us

At a top 10 asset management firm, I serve as a UX Lead, leading the integration of generative AI to transform the design process and product lifecycle across an $848 billion B2B customer base. As a certified instructor in innovation and design, I develop and implement visionary strategies that accelerate growth and sharpen competitive edges within the asset management industry.ROLE HIGHLIGHTS• Strategic Visionary: Craft comprehensive roadmaps integrating AI technology, business strategy, and user experience design, propelling bottom-line growth and advancing human-AI interaction paradigms.• Player/Coach Leadership: Guide and mentor business professionals and designers on leveraging AI, enhancing cross-functional team capabilities, and driving significant business outcomes through innovative training methods.KEY CONTRIBUTIONS• Client Portal Overhaul: Led the design and deployment of a new portal for B2B clients managing $848 billion in assets, incorporating user research and data analytics to derive design criteria that revealed novel revenue opportunities, contributing to $152 billion in gross annual sales.• Innovative Digital Tool Development: Spearheaded the creation of a suite of personalized digital tools for B2B and B2C audiences leveraging gen AI for rapid prototyping and user testing, which achieved $41 million in new sales post-MVP.• Organizational Impact: Authored comprehensive playbooks for UX design, customer experience, product management, and engineering, utilized by over 7,000 employees to redefine acquisition and retention strategies for both B2B and B2C segments.• Excellence in Training: Delivered transformative design and innovation training to 65+ employees across all major business units in a remote setting within a week, significantly enhancing team performance and achieving a World-Class Net Promoter Score (NPS).

Los Angeles, Ca, Us

I pioneered a user-centric and hypothesis-driven methodology to spearhead 34+ experimental initiatives across the organization. These experiments were designed to explore the integration of emerging technologies such as Artificial Intelligence, Natural Language Processing, and Machine Learning to boost productivity and enhance user experiences through advanced human factoring techniques.ROLE HIGHLIGHTS• Innovative Experiments: Developed and implemented a diverse array of projects aimed at determining how new tools and technologies could be deployed effectively within the financial sector.• AI Technology Integration with Enterprise Software: Focused on leveraging AI and ML to refine operational efficiency and decision-making processes with an enterprise-wide technology stack.KEY CONTRIBUTIONS• AI/ML Research Roadmap During COVID-19: Orchestrated a comprehensive research initiative to evaluate how AI and ML enhancements could support Capital’s investment professionals on both the buy-side and sell-side. This included piloting multiple graph databases to enable portfolio managers to swiftly analyze corporate structures, compensating for the lack of in-person interactions due to pandemic restrictions.• Design Guild Establishment: Founded a design guild by constructing a robust infrastructure that included regular design critiques and personalized coaching sessions. This initiative successfully transformed guerrilla designers into high-performing design practitioners, elevating the overall design culture within the firm.

Los Angeles, Ca, Us

I navigated the challenges of a sector with emerging UX practices to lead the design and development of a sophisticated desktop-based trading and risk management platform. This platform caters to the expansive and intricate needs of investment and financial professionals, featuring non-linear workflows and broad, unstructured user goals.ROLE HIGHLIGHTS• Integrated Role Mastery: Successfully merged the roles of product ownership, product design, and business analysis to spearhead the creation of a critical financial tool.• Innovative Problem-Solving: Applied lean UX methods to develop fluid and flexible user pathways, significantly enhancing user experience in complex financial environments.KEY ACCOMPLISHMENTS• Advanced Design System Implementation: Crafted a new design system incorporating micro-interaction patterns that simplified complex workflows, dramatically increasing efficiency and navigability for professionals handling large, complex data sets in high-stakes situations.• Enhanced Data Visualization: Utilized cutting-edge data visualization techniques to clarify complex financial data, thereby improving user decision-making and risk assessment capabilities.• Successful Product Adoption: Directed a three-month Learning and Development (L&D) pilot featuring innovative digital content, which achieved a 91% early adopter rate through the application of instructional design best practices.• Ahead of Schedule Delivery: Accelerated the development timeline, launching a new stock trading engine five months ahead of the scheduled release.

Los Angeles, Ca, Us

I championed the associate experience at Capital Group, playing a pivotal role in steering our diversity and inclusion initiatives alongside key departmental leadership. My approach combined rigorous analysis with strategic alignment efforts to foster progressive changes within this traditionally conservative organization.ROLE HIGHLIGHTS• Voice of the Associates: Acted as a vital conduit for associate feedback, ensuring that both qualitative and quantitative insights shaped executive decisions.• Strategic Innovator: Introduced dynamic, real-time feedback mechanisms to replace outdated, lengthy survey processes.KEY ACCOMPLISHMENTS• Feedback Framework Implementation: Developed and deployed a scalable framework to gather comprehensive 360-degree feedback, significantly enhancing senior leadership's understanding of associate sentiments.• Pulse Survey Integration: Collaborated with a microsurvey vendor to install survey terminals across global offices, transitioning the company to quick, actionable pulse surveys that foster timely insights.• Learning Platform Rollout: Co-led the global implementation of 'Degreed,' a cutting-edge learning platform, by organizing multiple promotional pop-ups, which ensured high adoption rates among employees.• Data-Driven Leadership Collaboration: Worked closely with C-Level executives to pilot innovative communication strategies using a data-centric approach, successfully integrating Net Promoter Score (NPS) as a new evaluation metric for cross-functional team performance.

Los Angeles, Ca, Us

I focused on resolving complex and ambiguous business issues within the investment operations sphere through in-depth root-cause analysis and rigorous testing of assumptions. My approach involved innovating around traditional methodologies by integrating cutting-edge tools and technologies, which facilitated evolutionary and revolutionary enhancements in project analysis and requirement identification.ROLE HIGHLIGHTS• Advanced Problem-Solving: Expertly navigated the complexities of investment operations, identifying and mitigating sources of project friction and transforming challenges into streamlined processes.• Innovative Process Development: Championed the adoption of new methodologies, including Lean UX and agile practices, to modernize and improve efficiency within traditionally conservative workflows.KEY ACCOMPLISHMENTS• Meeting Engagement Overhaul: Implemented intrinsic motivation techniques to revamp internal meeting structures, leading to a 98% increase in engagement and attendance, thus fostering environments that emphasize productivity and meaningful collaboration.• Lean UX Implementation: Pioneered the introduction of Lean UX to teams previously resistant to agile methods. My strategic influence facilitated full adoption in under two months, enhancing flexibility and responsiveness in project management.• Ecosystem Innovation Collaboration: Developed a regional innovation ecosystem in Southern California by leveraging my network within the non-profit board and collaborating with local universities and the Alliance for SoCal Innovation. This initiative significantly shifted the company's innovation strategy from a closed to an open model, fostering external collaborations that enriched our internal capabilities.

Los Angeles, Ca, Us

In this pivotal role, I managed critical RFI and RFP submissions for Capital Group’s high-profile clients, collectively handling assets under management exceeding $150 billion. I specialized in serving a niche target audience that includes high-net-worth individuals, trusts, foundations, and endowments, positioning myself as the team's subject matter expert.ROLE HIGHLIGHTS• Expert Management and Submission: Directed the completion of over 223 complex due diligence and new business development questionnaires, achieving a remarkable submission efficiency with more than 50% submitted ahead of schedule and 38% on time.• Strategic Process Optimization: Spearheaded lean continuous improvement initiatives aligned with Capital's 2018 wealth management priorities, yielding significant time savings and enhancing operational efficiency.KEY ACCOMPLISHMENTS• Efficiency in Documentation: Developed and standardized a company-branded stylesheet for global RFI-RFP use, which streamlined document preparation processes, reducing defects by 66% and saving approximately two hours per RFP—totaling 163 annual hours for the team.• Data Systems Overhaul: Led a comprehensive data migration project to enhance information integration across platforms, involving data profiling, auditing, and the creation of a new server file database structure with a searchable index. This initiative supported the company’s growth, aligned with compliance policies, and bolstered our data quality strategy.• Curriculum Development: Authored two detailed onboarding curricula for new associates within the RFI-RFP workflow and Capital's private wealth division, encompassing workflow project overviews, work samples, and comprehensive assessment mechanisms to ensure thorough understanding and integration.

Los Angeles, California, Us

As an educational influencer on TikTok (50K+ followers) who works with other top education brands, I create compelling and engaging content that simplifies the college admissions process and AP English Literature learning experience to increase global access to quality learning for high school students. Leveraging my background as a former English Literature teacher and certified product, design and innovation leader, I strategically use social media to educate and inspire my Gen Z target audience.@TheAPEnglishLitTeacher on TikTokROLE HIGHLIGHTS• Content Strategist: Develop and execute content strategies that combine educational insights with engaging storytelling, driving high engagement (15%+) and viewer rates• Influencer & Educator: Utilize expertise in educational content creation and social media dynamics to influence and demystify the college admissions process, fostering a supportive and informed communityKEY ACCOMPLISHMENTS• Audience Growth & Engagement: Grew TikTok following to 40K+ through consistent, high-quality content focused on college admissions and literary analysis, achieving an average engagement rate of 15%• Viral Content Creation: Produce multiple viral videos, with some surpassing 1M views, by blending educational content with humor and relatable scenarios• Brand Collaborations: Successfully partnered with educational and technology/AI brands for sponsored content (e.g., Macmillan Publishers, Admit AI, College Fairs Online, Smart Edition Academy, Level All, etc.)

Los Angeles, California, Us

As a Fellow at the Riordan Leadership Institute, I engaged in a comprehensive nine-month program designed to equip early to mid-career professionals with the skills necessary for effective nonprofit board leadership. The fellowship focused on key areas including board governance, fiscal responsibilities, fundraising strategies, pro bono service, corporate social responsibility, and personal leadership development.ROLE HIGHLIGHTS• Comprehensive Leadership Training: Developed a robust understanding of the intricacies of nonprofit governance and management, enhancing my capabilities in strategic planning and organizational leadership.• Community Service and Engagement: Applied my skills through hands-on field experience, significantly contributing to the nonprofit sector and driving community initiatives forward.KEY ACCOMPLISHMENTS• Capital Campaign Leadership: Initiated and led the first capital campaign for my assigned nonprofit by devising a strategic marketing plan that aligns with long-term funding goals.• Civic Partnership Development: Established vital partnerships with educational foundations in Downtown LA and urban development committees to promote community-centric educational and developmental projects.• Pro Bono Marketing Initiatives: Collaborated with a Southern California marketing agency to secure pro bono services for the creation and distribution of marketing materials, thereby amplifying campaign reach and impact without incurring additional costs.• Donor and Grant Database Construction: Built a comprehensive donor, foundation, and grant database to support advanced data-driven strategies in lead identification and generation, enhancing fundraising efficacy and organizational growth.

Dallas, Tx, Us

As the principal Business Development Writer for CBRE in Southern California, I supported over 400 brokers across seven corporate offices including Downtown LA, Beverly Hills, and San Diego. My role was pivotal in steering the content creation and strategic communication efforts to align with corporate branding and regional marketing goals.ROLE HIGHLIGHTS• Strategic Content Leadership: Orchestrated the development and execution of comprehensive marketing campaigns, ensuring cohesion across various media and adherence to internal and external timelines.• Expert Copywriting and Proposal Development: Spearheaded the creation of RFP responses, innovative proposal content, and diverse marketing collateral, enhancing the company's brand and operational excellence.KEY ACCOMPLISHMENTS• Corporate Branding Overhaul: Directed the copywriting efforts for a new branding strategy that significantly contributed to achieving over $31 billion in regional transaction value within a single year.• Writing Diagnostic Tool Creation: Authored a new diagnostic assessment tool to evaluate and enhance the skills of prospective business development writers, standardizing the hiring process.• Award-Winning Publications: Crafted distinguished entries for the LA Business Journal, highlighting CBRE's receipt of the 2015 Best Broker awards, which bolstered the firm's public image and industry standing.• Executive Presentation Design: Developed and designed high-impact presentation decks for C-level executives, facilitating effective communication and strategic decision-making.• Marketing Material Standardization: Revolutionized the process for creating, drafting, and distributing all marketing collateral at CBRE, setting a new benchmark for consistency and quality across the enterprise.

As an English and Film Studies teacher at BASIS Tucson North, I exhibited complete mastery in content delivery and curriculum design, personally developing and teaching an enriched curriculum to over 130 students across five classes. Additionally, I led the high school's Travel Club, orchestrating educational trips and managing logistical arrangements to enhance the extracurricular learning experience.ROLE HIGHLIGHTS• Curriculum Innovation: Engineered and implemented a comprehensive English and Film Studies curriculum that included modifications for enrichment, meeting diverse student needs and learning styles.• Student Achievement Leadership: Applied advanced essay-writing techniques that significantly boosted AP test scores and enhanced college admission success rates.KEY ACCOMPLISHMENTS• Exceptional AP Test Performance: My students' essay-writing prowess led to AP test scores that were 25% higher than the national average, underscoring the effectiveness of the instructional strategies I employed.• Ivy League Admissions: Spearheaded college-selection and application writing workshops that culminated in student acceptances at prestigious institutions, including Brown, UPenn, and Harvard.• Travel Club Management: Organized and managed a complex educational trip to Chicago for the Travel Club, coordinating all aspects of travel and activities, including museum and college campus tours, which provided valuable real-world learning opportunities.

Chicago, Il, Us

I streamlined a more efficient admissions database and management process, particularly for the Social Sciences’ department. I then prepared all PhD applicant files for the heads of departments and worked with each Social Sciences division to ensure the most talented PhD applicants got accepted and attended the University of Chicago.A few highlighted accomplishments:• In less than one year I seamlessly transitioned all paper-based documentation in the Social Sciences’ department to new, digital-based formatsMy essential responsibilities were:• Trained and supervised student workers to archive former PhD applicant files• Optimized the working space and environment by organizing the systematic internal and external campus mailings• Participated in strategy brainstorms and creative concept development meetings• Managed student requests for the department

Middletown, Ct, Us

I collaborated with all areas of the college community (faculty, staff and students) and external constituencies (alumni, parents and vendors) to promote university-related events and programs. A few highlighted accomplishments:• Chaired as student ambassador by actively participating in university departmental hiring committees to ensure the best faculty were hired and trained to meet the need of demographic shifts in the student body• Assisted senior-leadership by designing, organizing and developing a free on-campus peer-tutoring program, which resulted in adding new academic and advising resources for the Student Affairs OfficeMy essential responsibilities were:• Developed the positioning, marketing plan and materials to communicate Student Affairs Office offerings to current students• Assisted four class deans by scheduling all of their meetings and appointments, cataloging and organizing all student files and answering phone queries and departmental e.mails• Designed, organized, prepared and delivered materials for meetings and events

Middletown, Ct, Us

I worked with both internal and external parties to redesign and recode the university’s website, which resulted in the creation of a robust cyber presence, leading to the development of the university’s social media channels.My essential responsibilities were:• Utilized principles of composition, typography and copywriting both to manage Wesleyan University website content and to create dynamic marketing deliverables for departmental and university engagements• Working closely with the Senior Designer and Associate Editor to transition all paper magazines into digital formats optimized for responsive web design• Designed multimedia collateral for all university departments to expand their communications goals and to improve the undergraduate engagement rates with promotional events and university offerings

Middletown, Ct, Us

I functioned as the head student ambassador for reunion and alumni events, chairing as project manager for VIP events.A few highlighted accomplishments:• My customer service, records management, dispute resolution and new lead generation led to annual cash gifts exceeding $32 million.My essential responsibilities were:• Communicated with alumni, parents and friends of Wesleyan University to strengthen community ties• Called alumni, parents and friends to encourage participation in annual giving to Wesleyan, which provided financial assistance to current students• Managed the computer database of all Wesleyan alumni and entered new data when relevant• Maintained an inventory of supplies and materials for all Alumni and Parent Relations’ events• Led various meetings and conferences with both internal and external parties both to further support the university reputation initiatives and to find new partnership opportunities• Set up rooms and halls for VIP events, talked to prospective VIP donors and gave formalized university tours so alumni could reconnect with their former Wesleyan experiences

Seattle, Wa, Us

I contributed to Starbucks’ success by providing legendary customer service to all customers with prompt service, high quality beverages and products and maintaining a clean and comfortable store environment. My essential responsibilities were:• Acted with integrity, honesty and knowledge to promote the culture, values and mission of Starbucks• Maintained a calm demeanor during periods of high volume or unusual events to keep the store operating to standard• Anticipated customer and store needs by constantly evaluating environment and customers for cues• Assisted with new partner training by positively reinforcing successful performance and gave respectful and encouraging coaching as needed• Contributed to a positive team environment by recognizing alarms or changes in partner morale and performance and communicated those concerns to the store manager• Followed Starbucks operational policies and procedures, including those for cash handling and safety and security, to ensure the safety of all partners during each shift• Provided high quality beverages, whole bean and food products by adhering to all recipe and presentation standards

Master Of Arts (M.A.), English Language And Literature/Letters

Certificate, English Language And Literature/Letters

Senior Product Management Certificate, Product Management

Bachelor Of Arts (B.A.), Classics And Classical Languages, Literatures, And Linguistics

N/A (Transferred To Wesleyan), Public Relations, Advertising, And Applied Communication