Becky Klein Email & Phone Number
@cxonexus.com
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Who is Becky Klein? Overview
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Becky Klein is listed as Retirement and Legacy Consultant at RJK Wealth & Legacy, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at cxonexus.com and a matched LinkedIn profile for Becky Klein.
Becky Klein previously worked as Retirement & Legacy Consultant at Rjk Wealth & Legacy and VP Technology Operation at Cxo Nexus, Inc.. Becky Klein holds Bachelor’S Degree, Human Environmental Sciences - Apparel Design from California State University, Chico.
Email format at RJK Wealth & Legacy
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AeroLeads found 1 current-domain work email signal for Becky Klein. Compare company email patterns before reaching out.
About Becky Klein
For the balance of my career, I delivered secure software, mobile apps, and AI/ML SaaS solutions for leaders in finance and big data. I’ve always been passionate about the cultivation of customer-centric products, and have always led with a personal touch to create fit-for-purpose solutions. These qualities have served me well. They're also qualities that I can take anywhere.That being said, I made a decision to move away from product and project management in the finance industry to a field that has an immediate, significant, and life-changing impact on people's lives; guiding people on the path to financial freedom.We all have a need for financial security, for ourselves and our loved ones. If you're like most people, unfortunately, access to the information and resources to get to a place where we're not worrying about how we're going to support ourselves in our later years is not easily accessible, whether it's the cost of a financial advisor or the complexity of the system that discourages action. We're left to trust the system, a system built to benefit those with plenty of resources, not the regular people like me.In my case, I was resigned to the fact that I would have to work well past retirement age and was planning to rely on my daughter for my long term care (hoping that I had raised her right...). More importantly to me, however, has always been to ensure that my disabled son has the support needed to keep him safe and secure after I'm gone. This is my "why". This is why I've changed paths. I want to secure a legacy for him (and my daughter), and help others who are in a similar place to do the same.
Listed skills include Project Management, Sdlc, Management, Program Management, and 45 others.
Becky Klein's current company
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Becky Klein work experience
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Retirement & Legacy Consultant
Current
Vp Technology Operation
- Drove the development of customer-facing AI/ML SaaS applications built on the AWS cloud, leading engineers and data scientists to provide normalized, cleaned, and categorized vendor spend data to Fortune 500 customers.
- Led customer implementations, requiring direct interaction to ensure that data quality and formatting would enable smooth integration.
- Provided customer support, administering authentication and user permissions to ensure as-needed access.
- Transformed and effected an agile software development process reducing the product development cycle from six to three weeks. Led daily scrum, backlog refinement, sprint planning, retrospectives, and other agile.
- Designed and implemented a product operations workflow for efficient and scalable AI/ML data curation processing for prospective, new, and existing customers, decreasing delivery time of monthly subscriptions from one.
- Authored and executed operational, software development, customer and employee onboarding, information security, vendor management, InfoSec, and corporate policies and procedures, critical to maintaining compliance.
Senior Project Manager
Senior Technical Project Manager
- Consulted executive leadership, product owners, technical experts, and vendors to evaluate feasibility, practicality, and alternatives for a mobile application upgrade.
- Facilitated decision to expand features with existing vendor rather than purchasing an all-new solution, saving $500K in implementation and conversion costs.
Deputy Program Manager
- Managed development and deployment of a comprehensive statewide pension management system for the University of California, serving over 300,000 clients.
- Engaged with third-party vendors to explore technical solutions for customer service applications.
- Led domestic and off-shore development and QA teams to implement a flexible and scalable web-based solution, and a client mobile app.
- Tracked progress to very tight timelines and fixed budgets, and supported release planning and product deployment.
Senior Technical Project Manager
- Headed development, integration, implementation, resources, and budgets for customized iOS, Android, and web banking solutions to world leaders in financial services, creating an efficient, supportive, and.
- Built positive relationships with domestic and international customers.
- Managed (sometimes challenging) relationships with third-party data providers.
- Authored statements of work, comprehensive estimates, and participated in contract negotiations.
Technical Project Manager - Consultant
Delivering mobile banking solutions to world leaders in financial services.Client focused project management, analysis, communications, change control, and release management.
Business Initiatives Consultant At Granite Solutions Groupe
- Ensured successful intake, resource planning, and initiation of project work.
- Guided project sponsors and product managers to efficiently move ideas and concepts for multi-$M web and mobile apps.
- Coordinated prioritization of partner funded projects with the Portfolio Strategy team and PMO.
Pmp Certified Technical Project Manager
- Executed concurrent large, medium, and small IBM infrastructure projects in a complex matrixed environment, partnering with diverse and distributed technical and business enterprises to ensure on-time, within-budget.
- Led a team of architects, analysts, and developers to standardize enriched multi-$B of highly regulated security data, merging data from disparate systems to one system of record.
- Drove development of new and enhanced financial statements, and tax documents, migrating format processing from legacy software to enhanced document rendering application. Delivered on time and within budget.
- Enabled the acquisition of a $6B client by augmenting asset and trade data with cost basis and amortization/accretion data. Delivered on time and within a $1.2M budget.
- Migrated retirement planning statement production from external vendor to in-house processing.
Senior Business Systems Analyst
Primary liaison between multiple business enterprises and technology, managing development of business and technical use cases and supplementary requirements specifications for client financial reports.
Testing Manager
- Managed testing of multi-million dollar product development and enhancement efforts.
- Led team of analysts and developers in system end-to-end testing activities.
- Wrote and executed detailed test plans and test cases.
- Supported offshore testing resources.
Business Systems Analyst
- Supported development, implementation, and maintenance of Oracle RDBMS Customer Service billing and collections system.
- Documented business requirements, managed change control, and facilitated communication between the business and technology.
- Managed development, readability, and accuracy of user training and support materials.
- Managed implementation and support of Aspect 200R Virtual Call Center.
- Installed and maintained Call Center Report Server software.
- Planned and implemented testing for software releases, facilitating communication between SQA, UAT, vendors, and technical support teams.
Becky Klein education
Bachelor’S Degree, Human Environmental Sciences - Apparel Design
Education record
Frequently asked questions about Becky Klein
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What company does Becky Klein work for?
Becky Klein works for RJK Wealth & Legacy.
What is Becky Klein's role at RJK Wealth & Legacy?
Becky Klein is listed as Retirement and Legacy Consultant at RJK Wealth & Legacy.
What is Becky Klein's email address?
AeroLeads has found 1 work email signal at @cxonexus.com for Becky Klein at RJK Wealth & Legacy.
Where is Becky Klein based?
Becky Klein is based in San Francisco Bay Area, United States, United States while working with RJK Wealth & Legacy.
What companies has Becky Klein worked for?
Becky Klein has worked for Rjk Wealth & Legacy, Cxo Nexus, Inc., Chevron Federal Credit Union, Sagitec Solutions, and Monitise Americas Is Fiserv.
How can I contact Becky Klein?
You can use AeroLeads to view verified contact signals for Becky Klein at RJK Wealth & Legacy, including work email, phone, and LinkedIn data when available.
What schools did Becky Klein attend?
Becky Klein holds Bachelor’S Degree, Human Environmental Sciences - Apparel Design from California State University, Chico.
What skills is Becky Klein known for?
Becky Klein is listed with skills including Project Management, Sdlc, Management, Program Management, Pmp, Software Project Management, Leadership, and Software Development Life Cycle.
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