Manager
CurrentA consulting firm with multiple locations, our goal is to help your company solve business andtechnology challenges by asking tough questions, leading crucial conversations, and blending ourexperts with yours.I am a seasoned project consultant fluent in all phases and various methodologies.Client Projects include:Major Mutual Fund and Wealth Management Company- Program Manager for new product offering development and deployment.- Delivered a Process Assessment and Robotic Process Automation effort to allow for scalability as increasing numbers of Flexible Spending Reimbursement Account employer/clients came onto the platform.- Process assessment for light automation team.Insurance CompanyDelivered a migration project of internal use content for the Commercial Lines business unit from an older SocialText Platform to a new SharePoint Online cloud-based instance. Project was completed on time and under budgetAsset ManagerProcess Excellence project for 9 key areas within Investment and Trading Operations and 5 key areas within Equity Index Fund Processing. Client manages over 130 funds/portfolios with $600B in AUM, and 400 rebalances annually. Paper Products Manufacturing CompanyDeveloped and documented business requirements for enhanced release of inventory management systemClient Institutional Finance DepartmentExecuted Process Excellence project for 3rd party vendor product billing accounting for $30M in revenue across 140+ institutional client firms Client Personal Investing Technology GroupDeveloped Operating Model for new off platform managed account product directed at independent record keepers for retirement plansManaged multiple, simultaneous projects within multiple programs