Aubrey Schlanger Email & Phone Number

United States

- Transformed departmental client feedback program by creating a data driven framework using Salesforce that increased automation and reduced manual effort from hours to minutes- Met with executives, process owners, developers, and account managers to understand the "why", map problem areas, and gain feedback on prototype solutions to increase alignment between departments- Created eye-popping and consumable component architecture, project and communication plans, and technical documentation that led to seamless roll-out and handoff

Englewood, Colorado

- Partnered with cross-functional technology teams to implement streamlined solutions through planning, analysis, user experience research, and stakeholder management. - Gained exposure to new technology frameworks (Vue, SharePoint), UX/UI design, and agile frameworks- Collaborated with development teams to implement streamlined solutions - Company wide hackathon 1st place winner! Led discovery analysis, application design, and creating the final presentation. This project gave light to a major problem and we created a new hire on-boarding application tool aimed to help save the company $1-5 million per year, which turned into a full-time project. - Key team member in different types of projects including legal/compliance projects to meet required FINRA deadlines, implementing an enterprise wide portfolio management system, creating an intranet website to improve employee engagement, and creating an in-house onboarding web application

Englewood, Co

- Finalist for 6-month fellowship in September 2017 to assist the project execution department. - Supported project manager and the vice president on the completion of a business continuity transformation. - Took lead on learning new business and technical concepts, plan reporting, site plan template implementation, managing team projections, updating metrics for tracking progress/setbacks, and ensuring deadlines and deliverables were met. - Presented information to multiple levels of stakeholders regarding business unit findings. - Identified gaps with downstream teams to help create consistency and simplify processes with Vendor Management organization

I challenged individuals to reach their best potential by building personal relationships and providing personal coaching on their strengths, opportunities, and career path options. I enjoyed creating a fun, challenging, and motivating atmosphere that led to high performing individuals consistently exceeding internal and external facing key performance indicators. I led multiple projects including leading the engagement work stream for an employee feedback initiative and launching a new workflow communication model to streamline our workflow forecast processes. I worked directly with clients on escalated issues to ensure swift and creative resolution while complying with company and FINRA policies establishing strong relationships for firm.

I was selected to lead a group of 15 individuals who were responsible for 30-40% of the processing work volume by providing direct feedback, coaching, and creating a motivating team atmosphere. I provided individualized coaching and feedback specifically around business functions, personal/career development helping individuals identify personal strengths, opportunities and ways to maximize their potential. I created consistent procedures for documenting off processing time that allowed our department to streamline daily work flow planning. I learned how to conduct interviews, calibrate candidates, identify top qualities for potential talent, and communicate team contributions to all key stakeholders. I also received the opportunity to volunteer and assist in the planning of two company-wide events for our Women’s Network Business Resource Group.

Centennial, Co

I strengthened my attention to detail, customer service skills, and risk analysis through researching and posting customer requests and communicating with clients directly. I collaborated with teammates to meet or exceed team and department goals by promoting an environment of continuous improvement through team bonding and learning activities. I led the creation and management of a philanthropic pilot project, assisted with the revamp of a department wide strategic new hire on-boarding process, and facilitated portions of team meetings. I was promoted from Processing Associate to Senior Processing Associate for taking the initiative on projects and my personal development and going above and beyond with our customers!

Centennial, Co

I executed customer requests and account maintenance options with accuracy, a high level of detail, and constant production that exceeded department expectations. I communicated with and assisted shareholders, plan administrators, and financial planners with various purchase and account maintenance requests to ensure premier client relations. I received a full time offer from OppenheimerFunds in January 2015 beating out 15 applicants!