Developed profitable relationships with high-net-worth prospects through referrals from existing clients, centers of influence, community involvement, and internal partnerships. Collaborate with colleagues to understand the specific needs of clients and tailor wealth management solutions to meet those needs.• Built a strong client base by networking in a highly competitive market. Served as the face of Edward Jones in the community.• Helped clients gain higher returns, manage income, take advantage of tax reduction strategies, save for retirement, and maximize their estates.• Delivered an exceptional client experience by effective listening, attention to detail, timely execution, and investment in the client’s best interest.

Promoted to turn around multiple struggling projects, performing at the program management level. Evaluated the status of each project, prioritized backlogs, developed project plans, and as a Scrum master, implemented Agile methodology in incremental software builds.• Steering Committee—Formed and led a cross-functional steering committee comprised of senior directors and vice presidents to align business partners with a common vision. • Insurance Project—Produced an optimized, phased work system to efficiently implement deliverables. Optimized insurance claims for the optical division, which resulted in savings of $1.2 million per year.• Global License Management System—Orchestrated the assembly of the infrastructure components required for successful implementation of Global License Management Software into the Walmart Technology environment. Ensured compliance with various business licenses through stores.• Associate Development—Successfully mentored four project management and business associates to promotions in their desired career paths.

• Business Continuity Workgroup Recovery Effort—Served as infrastructure project leader for the business continuity workgroup recovery effort. The plans were implemented in the event of major disasters to ensure minimal disruption of business. – Managed the writing of business continuity plans for 200+ global e-commerce and technology teams throughout the corporation. – Orchestrated setup of a crisis command center in the North Data Center to ensure an alternate location for corporate executives and continuity coordinators to guide recovery activities. – Oversaw analysis of an alternate workspace in the continuity plans to ensure that Walmart Technology had adequate space for people and equipment. – Helped teams analyze and improve plans to handle unforeseen events by creating tabletop exercises.• Applications Partnered Projects—Streamlined the money center kiosk process of implementing software requirements to accommodate updates to the Americans with Disabilities Act. Reduced kiosk rollout expenses $300,000 by increasing rollout efficiency. Collaborated with the pharmacy project manager to reduce $200,000 in unnecessary hardware expenses for the Central Fill Automated Facility upgrade project. • Ace Mentoring—Mentored project management peers by improving their Agile and Waterfall skills in the project management discipline. Collected common area questions to equip fellow PM associates for evolutions in the industry.

• Post-Audit—Conducted post-audit investment analysis of retail units open one to three years to determine return on investment. Assembled annual post-audit results for real estate executives and the Strategic Planning Finance Committee of the board of directors. Streamlined the pro¬cess for producing reporting packages that would hold store executives accountable for their P&L.• Out-to-Bid Process—Enforced the real estate governance life cycle by reviewing the financial metrics for store projects prior to sending them out to bid.• SAP Conversion—Built a data repository of pre- and post-SAP data necessary for supporting real estate financial models used at monthly Real Estate Committee meetings.• Instructor—Equipped associates with business-critical corporate finance concepts for maximizing shareholder return by developing and teaching a class called “Achieving Shareholder Value Through Return on Investment”.

• Assembled financial report for transportation senior leadership to find optimal transportation modes to decrease transportation costs as analyst for transportation freight payment scorecard.• Developed systems to achieve reductions in transportation costs by optimizing transportation loads to minimize number of trucks needed to transport goods and optimize transportation routes. • Developed system to minimize impact of changes to driver detention laws.• Contributed as analyst for freight factors effort, coordinating creation of Retail Link Freight Factors reports, used for reporting rolling 12-month average for transportation and merchandise costs, with visibility of information allowing transportation business partners to optimize supplier distribution network.o Facilitated creation of freight factors management system, used to view and set freight factor percentages at nine-digit supplier agreement level.• Aligned technology associates in setup of hardware, software, networking requirements, and load testing/capacity plans necessary for go-live of global transportation system (GTS).• Minimized amount of inventory in ASDA distribution supply chain by £640,000 by reengineering system and processes in distribution centers.• Served as SAP Transformation change champion, integrating compatibility between international grocery warehouse management systems financial processes and new SAP financial processes.o Eliminated manual and error-prone month end financial closing procedures.• Acted as analyst for automating department budget reporting process, utilizing Microsoft Excel (VBA Macros) to virtually eliminate time spent assembling Capex and P&L reports for Technology senior management.• Integrated movement of computer hardware from main campus to the east data center at David Glass Technology Center without business downtime.

Supported technicians on rollout of new hardware. Generated point of sale electronic journaling and repositioned handheld Telxon units to work on servers. Acted as programmer on P&L store budget system. Enabled store managers to plan yearly budgets for each US store. Earned company information systems division business innovation award in 2000. Won company information systems division technology implementation award in 1998.

Foster excellent member service in metropolitan and rural clubs.

Resolve issues with the Store Manager’s Workbench and Customer Service Returns PCs.

Provide excellent customer service in the store.