• Oversaw 4 project managers to successfully implement an $86M enterprise strategy, resulting in outsourcing 12 processes to 8 suppliers, consolidating 7 offices to 3, and aligning 1,300 employees to the new human resources structure• Implemented project management best practices to enhance program governance and leadership communications to streamline risk mitigation and escalation support for issues• Launched a new sales offering to customers on time through stakeholder engagement and coordinating dependencies, decisions, and change management across 50 departments involving 4 separate business entities, estimated to earn $25M annually• Leveraged Scaled Agile Framework as the liaison for project planning and implementation of cross-portfolio enterprise initiatives, ownership of director communications on progress, and execution of process improvement• Identified vendor outsourcing challenges which could threaten billions in financial risk, led the discovery to analyze options and tradeoffs, and successfully gained executive approval to pivot to a new, digital strategy• Mentored 5 consultants in project management and consulting services, and successfully advocated the promotion for 2• Facilitated disputes between stakeholders, achieving unified resolution by deadlines

• Led four projects in parallel with 12 cross-departmental dependencies, originating long-term trader strategies as part of Schwab's $26B integration with TD Ameritrade• Established two high visibility programs to support Schwab Bank; one being a strategic growth opportunity worth $10M annually and the other focused on Ultra High Net Worth customers• Overhauled a failing, complex project at risk of being decommissioned by increasing stakeholder engagement, re-baselining the project plan, and eliminating an 8% budget overspend• Revamped regulatory segment status reports to escalate key risks and financial variances, enabling senior leaders to manage high priority concerns for business planning decisions (up to 50 projects a month)• Systematized transparency through JIRA and Confluence by tracking metrics consistent with Scrum agile methodology as well as promptly disclosing risks and issues with timely mitigation plans• Guided inexperienced experts through ambiguous technology and vendor management processes and supported process mapping to demonstrate current and future state changes• Optimized project budgeting for a team with a reputation of overspending, resulting in the project coming in 0.4% under financial forecasts at year end• Assembled project documentation, passing internal audit review in a highly regulated industry

• Optimized the marketing business strategy for over 100 businesses• Analyzed industry trends to increase return on investment for customer accounts• Escalated client concerns for quick resolution, maintaining strong relationships and retention

• Streamlined high volume client reporting processes, improving data accuracy from 50% to nearly perfect, providing data analytics to strengthen their multi-year business strategy• Designed new procedures that reduced time spent on RFPs by 50% to support business process improvement• Coordinated a review of 26 teams and 200 corporate wellness clients, successfully reporting compliance with new regulations and preemptively addressing issues which avoided litigation• Earned “WOW” recognition for excellence in client management

• Nominated for University Student Worker of the Year (0.4% of student workers nominated annually)• Orchestrated four Doctorate of Veterinary Medicine Graduations and four White Coat Ceremonies• Coordinated 45 hospital rotations, achieving appropriate staffing year round