Ciara Martinez Email & Phone Number

Denver, Co, Us

Englewood, Colorado, United States

Centennial, Colorado, United States

• Lead the implementation and continued development of Lean principles and Agile framework across a globally diverse team• Works collaboratively with cross functional teams across organization, to align the company's overall strategic vision

Centennial, Co

• Spearhead process improvement with a Lean mindset and drive overall productivity and data accuracy gains of 10% through researching, planning, leading and documenting various infrastructure and development initiatives • Maintain and report metrics to communicate status of regulatory requirements, ventures and KPIs including reaching accuracy rate of 99% for Participant Collection from a previous ~90%• Monitor and remediate standard work documentation to ensure process confirmation and global consistency • Implement and execute on project planning, including Dodd-Frank Look Back assignment, while delivering results ahead of schedule by nearly six months

Centennial, Co

• Provided input and facilitated communication for Operations strategic planning • Created, coached and developed high-performing teams of 8+ staff – including department resource analysis, staff training and staff review• Managed quality of the data used in the ratings process by partnering with additional departments to ensure the data extraction, transform and load processes adhered to the practice’s service level agreements

Denver, Co

• Led the Operational teams of 20+ staff within both the On‐Boarding and Investment Reconciliation divisions• Collaborated with technology to drive workflow‐related tools and operational improvements for over 100 clients• Managed high volume financial and fixed income transaction/data processing workflows in upwards of 10,000 points daily• Established team performance standards including monitoring operational proficiency and quality control metrics

Denver, Co

• Develop enrollment task workflow for new accounts enabling custodian and customer access via multiple outlets of viewing and production• Verify and reconcile all account activity• Create and implement new securities (i.e. equities, mutual funds, bonds, hedge funds and other assets utilizing Bloomberg financial services)

Littleton, Co

• Owned evaluation and success measures of processes, executed on improvement areas within operations workflow, efficiency, quality, and service to both internal and external customers• Responsible for daily branch operations in regulatory audits and sales management• Coached, trained and developed members of team to reach and exceed branch goals

Denver, Co

• Developed and delivered on business growth through maintaining current customers and proactively attracting new clients • Created accounts, sells/cross‐sells bank products and services, and resolves complex customer service issues

Dilworth, Mn

• Assisted customers with opening various accounts, maintenance and with concentration on relationship building• Created customer profiles and deepened customer connections through bank product sales