Brad Shannon, Pmp, Csm Email and Phone Number
I'm a strategic leader with a wealth of experience in the Financial Services Industry. My diverse experience has allowed me to be known as a multidisciplinary specialist (a.k.a. a swiss army knife). I've had success driving and leading projects in technology (IT), Not For Profit (NFP), Marketing, New Branch builds, Regulatory & Compliance, Strategic Initiatives, Process Optimization and New Business Development. I lead group problem solving, while filling in gaps in knowledge, developing team skills, and learning from those more experienced than me while contributing my own expertise. This approach allows the team to grow through bringing their multifaceted strengths together to achieve success. I'm known for building something out of nothing, and enjoy being a part of things that have never been done before all while keeping a laser focus on customer and stakeholder needs. I have the ability to turn big ideas into actionable plans that spark growth while shaking up organizational transformation. My reputation is as a mentor and a team leader who creates a collaborative vibe builds strong team bonds that generate healthy conflict which leads to better solutions. I thrive on building strong relationships that drive success. Leading with resiliency and dedication, I always make sure there is lasting impact and great results in everything the team tackles.Feedback I've received includes vulnerable, empathetic, calm, stable with the ability to ask the hard questions to strive for the best results...without creating conflict. I'm good at connecting with all types of people with divergent thoughts.When I'm not helping organizations achieve outcomes, I enjoying giving back to my community through supporting NFP and Community Sports Executive Directors and Boards who in turn create impact within their community and for youths. Sports are my passion as it's a great way to learn team building, humility, grace, peer support among so many other life skills that sports teaches us.My areas of expertise include:- Strategic translation (defining workstreams)- Portfolio, Program, Project Planning | Monitoring - Change Leadership- Operational Improvements | Optimization
Natural Factors
View- Website:
- naturalfactors.com
- Employees:
- 518
-
Digital Transformation ManagerNatural FactorsVancouver, Bc, Ca -
Member Experience Consultant - Strategic InitiativesVancity 2014 - Jun 2024VancouverDeveloped a branch network strategy, guiding the Senior Leadership team through decisions to define the priorities. Lead an enterprise team to successfully plan and implement the strategy. Closing underutilized branches while opening new locations.Translated and implemented a Call Centre Optimization Strategy, providing direction on a new telephony platform. Resulting in call reductions and reduced Average Handle Times.Created and planned an enterprise consent management initiative to bring the organization into compliance with multiple regulatory bodies. This plan was projected to implement consent legislation across people, process, technology and documentation.Deliver initiatives through enterprise (IT/business) collaboration. My approach leverages the best of various project methodologies in order to deliver on the defined outcomes. Aligning PMI, Agile, Prince 2, and AdPro Change Management to achieve the greatest benefits. I lead teams of people to create and deliver plans to meet outcomes, in alignment to the organizational goals and priorities. -
Manager, Project Management OfficeVancity 2013 - 2014Vancouver, Canada AreaI ensure our organization has the capability and capacity to execute enterprise-wide projects consistent with the established project governance framework.I accomplish this through maintaining and monitor the application of the project governance framework so that Project Managers are informed in a timely manner regarding compliance issues and/or potential risks. This translates into a current and complete view of enterprise-wide projects through project dashboard in order to advise executive sponsors of any potential risks/issues. Through the development and implement of project management tools, policies and procedures, I enable project sponsors to meet business objectives consistent with an accountability management framework. In addition, I meet with senior leaders providing subject matter expertise and guidance so that senior leaders are able to optimize project implementation and realized benefits. -
Sr. Consultant, Project Management OfficeVancity 2011 - 2013Vancouver, Canada AreaI'm accountable to Executive Sponsors to translate business needs into deliverables and monitor project management activities. I provide project management expertise to executive sponsors regarding stakeholder involvement. I utilize PM tools and resources to support the sponsor throughout the project management life cycle in order to optimize implementation of project plans consistent with the project governance framework. -
Management Development ConsultantVancity 2010 - 2011Lead leaders through an accountability based management system that spanned the enterprise. -
Financial ServicesVancity 1996 - 2010• Project Manager (5 years)• Business Analyst (4 years)• Financial Advisor (6 years)Skills: Customer Service, Investing & Lending Advice, Process Mapping, Requirements Definition, Quality Assurance, Project Planning | Implementation | Monitoring | Reporting, Enterprise Accountability Framework, Leadership Coaching, Relationship Building, Portfolio Governance, Stakeholder Management
Brad Shannon, Pmp, Csm Education Details
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Project Management InstituteProject Management -
Adpro Change ManagementChange Management -
Agile42Agile Project Management -
Rath And StrongBusiness Process Management -
Canadian Institute Of Financial PlannersFinancial Planning -
Economics
Frequently Asked Questions about Brad Shannon, Pmp, Csm
What company does Brad Shannon, Pmp, Csm work for?
Brad Shannon, Pmp, Csm works for Natural Factors
What is Brad Shannon, Pmp, Csm's role at the current company?
Brad Shannon, Pmp, Csm's current role is Digital Transformation Manager.
What schools did Brad Shannon, Pmp, Csm attend?
Brad Shannon, Pmp, Csm attended Project Management Institute, Adpro Change Management, Agile42, Rath And Strong, Canadian Institute Of Financial Planners, Simon Fraser University.
Who are Brad Shannon, Pmp, Csm's colleagues?
Brad Shannon, Pmp, Csm's colleagues are Shayal Roy, Marites Quiroz, Sophia Peterson, Ryan Price, Jimmy Platero, Dana Eremia, Alex Cechini.
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