Crystal Winters Email & Phone Number

Houston, Texas, United States

United States

Developed, operationalized and supported programs and initiatives related to corporate strategy, risk stability, innovation, organizational transformation and people enablement • Led a global project team in the end-to-end implementation of digital signatures and electronic faxing solutions, resulting in a 40% reduction of paper usage and a 25% reduction in physical fax machines • Managed a global project that resulted in 1300+ hours saved annually through the use of robotics processing automation (RPA)• Designed, developed, and implemented several successful talent-centric employee enablement programs to drive deeper global engagement, strengthen company culture, and upskill colleagues (650+) through exposure to technology, methodologies and philosophies• Led the expansion and delivery of innovation-focused framework (ideation challenges, hackathons and rapid improvement events) to increase the quality, engagement and capture rate across the global middle office footprint (300+ people)• Developed and successfully implemented a global risk stability (6 countries) and oversight framework in alignment with the global enterprise risk strategy• Led workshops, developed use cases, and oversaw pilot teams to champion the socialization, selection, and integration of Business Process Management Suite (BPMS) technologies including Alteryx, Appian, PowerBI, Tableau, and BluePrism• Supported several integration activities following the acquisition of Oppenheimer Funds ($250B+ aum), including developing blended capability maps, creating future state operating models, value chains and gap analysis

United States

Charged with leading Lean transformation efforts, continuous improvement and process-excellence initiatives across North America • Managed a highly successful functional review project for an internal business partner; resulting in 15%+ gained efficiencies and 200+ hours month freed capacity • Led engagement for an business partner that resulted in 1600+ hours saved annually• Developed and implemented an employee rotation pilot program that rolled out across the broader business units within 12 months of launch • Championed rapid improvement events, process improvement workshops and all related activities including value stream and process flow mapping, assessing and quantifying waste, opportunity identification, root cause analysis, idea generation, and solution prioritization and implementation • Analyzed and interpreted data and business trends to assess potential impact and present information to leadership, helping the business make data-driven decisions

United States

Responsible for mining large quantities of data across multiple sources and reconciling trades to support Invesco’s US Retail Sales Teams’ compensation programs across all sales channels for National Account Managers and Senior Account Executives• Developed and maintained partnerships with account executives; trusted point of contact for error and dispute resolution after successfully locating and allocating a lost series of trades resulting in a $600k commission correction awarded to Invesco • Streamlined trade reports resulting in 450+/ hrs/yr. saved in manual review • Partnered with key stakeholders and business partners for submission and prioritization of system enhancement requests, implementation, and training of new applications• As a member of the Salesforce implementation project team, validated data, performed conversion and systems testing

United States

Provide mentorship and career path guidance to new and seasoned peers; as a series 6 licensed representative, processed trade and account maintenance, provided fund and product information to shareholders and brokers, and handled escalations as needed• Mentored and developed approximately 70 peers across the US and Prince Edward Island• Performed annual classroom audits to ensure accuracy and validity of curriculum, internal and industry controls, and quality assurance standards were being met• Provided guidance on how to transform the way new hires are trained, resulting in a 33% reduction in time that new hires spent in the classroom (went from 6 weeks to 4)