Daniel Schutte, Mba, Pmp, Csm Email & Phone Number

Denver, Colorado, Us

• Manage award-winning Registered Investment Advisor at: SchutteFinancial.com• Manage top-performing accelerated investment fund at: SchutteCapital.com• Provide trusted advice and solutions for personal finances and wealth management • Offer portfolio management, custom planning, benefit reviews, and asset protection• Connect clients with professionals including attorneys or accountants for full service• Present financial education through public speaking, newsletters, and social mediaSERVICES:-Custom Portfolio Management-Alternative Hedge Fund-Personal Financial Plans-Education Plans and Funds-Trust Fund Management-Military Benefit Reviews-Employee Benefit Reviews-Educational Workshops-Employer Benefit Plans

Sunnyvale, Ca, Us

• Lead teams of solution experts to ensure project delivery is on schedule, under budget, within scope, and to client quality acceptance criteria• Plan and manage all project aspects from initiation through delivery, including providing direction and support to the project team, removing roadblocks, and influencing internal and external stakeholders• Independently manage client consulting engagements end to end, including tracking costs, managing consulting resources, and ensuring customer success• Prepare comprehensive action plans, including resource allocation, project schedules and trackers, and budgets for large customer programs• Conduct multiple administrative tasks, including scheduling, leading meetings, maintaining documentation, executing risk management, managing customer ticketing systems and tools, and performing financial queries• Execute communication plan, including project status reports and dashboards, meeting agendas and minutes, executive reports and presentations, and updates on change controls, quality assurance, and risk mitigation• Coordinate all aspects of solution migration from planning through completion, including identifying requirements, allocating resources, impacting dependencies, performing baselining, coordinating scheduling, executing implementations, overseeing testing, monitoring and controlling, assessing risks, assuring quality, taking corrective action, and closing projects• Proactively perform process improvement and define new procedures to ensure successful execution and control of client projects and customer programs• Deliver the highest level of customer service to support established relationships and ensure lasting success

Foster City, California, Us

• Led complex global cross-regional or cross-functional customer service delivery initiatives and worked towards achieving client and key stakeholder acceptance of deliverables• Provided insight and input within cross-functional Visa organizations for new or changing products and services which may impact their global clients• Coordinated directly with global client to understand card program setup requirements and facilitate new card program installations, conversions, and maintenance requests• Acted as a mentor and trainer for team members and peers• Proactively identified operational opportunities and implement recommendations to increase service quality, revenue, and efficiency• Acted as liaison for the client while providing problem management, proactive identification of processing efficiencies, service change support, and system enhancement support• Coordinated internal resources to accomplish Visa and client objectives, and ensure processing system performance standards are met and that the client perspective is represented within the organization• Participated with other Visa regional counterparts in client-facing strategic meetings to discuss overall objectives, opportunity management, and impacts of the clients’ global business• Provided proactive planning and operational support to ensure that both the client and Visa are operating in the most effective and cost efficient manner while managing costs and increasing overall performance• Represented complex customer change requests, system or operational requirements, and negotiated and managed expectations internally and externally• Developed and managed strategic planning, operational initiatives, special projects, and client-driven continuous improvement plans• Identified and analyzed processing issues with client impacts, consistently communicated situational status and resolution, advised on service performance, and developed improvement plans to address client problems

Foster City, California, Us

• Led the business implementation of complex information technology solutions• Acted as the Program Manager for key infrastructure changes including quarterly Maintenance Releases, telecom, application, platform, or other client-impacting projects• Implemented special projects and continuous client improvement plans while effectively building and managing client relationships• Facilitated internal and external audit and site assessment support, including managing sensitive and high exposure related activities• Acted as a client liaison to proactively identify processing efficiencies and optimization• Administered executive level internal and external project communications• Conducted event management responsibilities for client-facing and cross-functional support teams• Developed and fostered relationships and effective engagement processes across core Visa teams in the areas of Legal, Risk, Security, and Compliance• Defined, managed, and supported a formal continuous process improvement plan• Analyzed and assessed all initiatives that may impact clients from a business operations perspective• Implemented methodologies for analyzing changes, identifying and communicating potential impacts, populating internal knowledge bases, including management of the project team, definition of the scope, and developing and managing project plans• Planed and directed projects typically requiring coordination of internal and external resources in a cross-functional environment• Monitored activation of product and service changes while proactively identifying and managing any processing or business issues experienced at go-live• Developed project plans or implementation task lists and drive execution of activities to ensure key milestones and timelines are achieved• Managed cross-functional compliance with contract and service level agreements• Maintained and established new service delivery controls and regulatory compliance requirements

Foster City, California, Us

• Conducted Information Technology project and program management for Fortune 500 and Forbes Global 2000 company• Performed as lead Risk program manager for one of the largest Visa initiatives at over $10M• Led project initiation through project completion, production integration, and service activation• Managed portfolio of information technology projects to achieve target scope, schedule, and cost• Engaged with stakeholders at all levels across Visa, including architects and strategists, technical IT subject matter experts, business partners, vendors, and Visa senior management• Collaborated with global business and technology subject matter experts to define scope, create estimates, develop budgets, and project plans while producing life cycle documentation• Defined and directed resource plans, budget tracking, and forecasts supporting business objectives• Directed project activities, conduct reviews, manage risk mitigation and change control processes, and communicate status to senior executives within the development and business organizations• Reported accurate and timely information on project portfolio progress and financial status• Provided ongoing process improvement support through techniques in Lean Six Sigma

Westminster, Colorado, Us

• Conducted IT project management at corporate headquarters district of Fortune 500 and Forbes Global 2000 company with over 14,500 employees and annual sales revenue of over $11 billion• Performed release management of enterprise resource planning (ERP) projects to enhance production proficiency and integrated human resources communication by 100%• Executed and documented all phases of the systems development life cycle (SDLC)• Hosted weekly team meetings in agile environment to coordinate analysts and developers• Supported the planning, implementation, and communication of change management initiatives• Employed Oracle JD Edwards EnterpriseOne system through ServiceNow tracking software

London, Gb

• Conducted project management for Forbes Global 2000 and top 20 training company with over 40,000 employees in more than 80 countries and annual sales revenue of $7.5 billion• Performed internal audit of global patent portfolio to increase fidelity of data analysis by 50%• Safeguarded intellectual property of invention patents to sustain global competitive advantage• Supported user acceptance testing on new developments and inventor recognition program• Provided input on operations requirements through agile and Lean Six Sigma techniques

Washington, Dc, Us

• Conducted global operations for over 5,000 individuals supporting approximately one-third of the active duty Marine Corps with more than 50,000 personnel and a budget up to $8 billion• Promoted to Captain and qualified for career designation with long-term retention• Performed strategic planning, portfolio, program, and project management, human resource planning, asset management, data analysis, IT management, and C-suite presentations• Selected as acting First Marine Headquarters Group Operations Officer (Chief Operations Officer)• Promoted to Company Executive Officer (Vice President of Operations) managing over 350 personnel, including 15 department heads with 29 managers, and $50 million in equipment• Promoted to Detachment Officer-In-Charge (Director of Operations) responsible for directing talent acquisition in addition to balancing schedules, budgets, and scopes through initiating, planning, executing, monitoring and controlling, and closing projects while leading 10 teams• Performed as Platoon Commander (Operations Manager) cultivating leadership, mentoring, and training for over 70 personnel with 15 supervisors and $16 million in equipment• Presented IT management solution (Palantir) to coordinate oversight for approximately 14,500 personnel and facilitated communication to increase efficiency and accuracy by 100%• Designed SharePoint site to facilitate user collaboration for operations management and coordinated integration for over 5,000 individuals to enhance proficiency by 100%• Presented asset tracking solution to reduce inventory time and replacement costs by 50%• Guided fundraiser for battalion of over 720 personnel and increased contributions by 100%• Modified schedule for training event that resulted in manpower requirements reduced by 50%• Conducted liaison coordination with cross-functional, international, and special operations units

Ada, Michigan, Us

• Conducted customer service at world headquarters of corporation on Forbes America’s Largest Private Companies list with over 20,000 employees and annual sales revenue of $10.8 billion• Selected for team leader and customer relationship management (CRM) program• Provided business assistance, product information, and order management for 103,950 contacts• Spearheaded call efficiency tools with an estimated potential of $311,700 in annual savings• Pioneered an email tracking solution with potential to reduce over 3,000 contacts per month

Idaho Falls, Id, Us

• Conducted global business development for Inc. 500 Hall of Fame wellness company• Established over 100 customer and marketing executive accounts in less than three years• Performed international marketing and talent acquisition to develop and direct a global team• Penetrated international markets through strategic Internet marketing and social networking• Provided training in recruiting, marketing, interpersonal skills, finances, and leadership

Grand Rapids, Michigan, Us

• Conducted client consultations and marketing solutions for advertising and design agency• Assisted company president with enhancing strategic management objectives and business plan• Presented business development strategy with sales solution to increase revenue by 100%• Presented customer relationship management program and policy to increase revenue by 50%

Master Of Business Administration (Mba), Business Administration And Management, General

Stanford Advanced Project Management (Sapm) Certificate Course, Project Management

Bachelor Of Science In Business Administration (Bsba), Business Administration And Management, General