Loc Dao, Pmp, Csm Email & Phone Number

Manage projects of various size, scope, & duration using waterfall and agile methodologies to support UW Advancement Information Management and the Digital Marketing Program. - Collaborate with the Director of Digital Engagement to manage the digital marketing program which includes a $1.5M budget, owning the digital marketing platform Marketo, heading all related projects, and working with 140 departments along with executive leaders to define roadmap and strategies.- Owner of the portfolio to migrate 54 legacy applications to a new MS Dynamics CRM system by managing collaborations from multiple teams to restructure data architectures, refactor code base, and develop and execute testing plans.- Scrum master leading a team of 7 developers to create software using the software development life cycle. - Work with product owners to produce user stories and acceptance criteria, plan iterations, manage product backlog priorities as well as maintaining alignment of product feature releases to the overall organizational vision/roadmap.- Oversaw and launched 16 IT projects on-time in the last 4 years focusing on innovation and improving efficiencies across the organization.

Seattle, Wa

Supported UW Advancement HR in budgeting, recruiting, staff on-boarding, and management of special projects. -Built relationships with hiring managers in Marketing, Information Management, & UW Alumni Association and acted as a strategist, resource, and consultant throughout the recruitment and hiring process.-Conducted Diversity, Equity & Inclusion and Implicit Bias training for hiring managers and staff.-Chartered and managed an automated notification tool to improve the hiring process which reduced lag time from 5 days to 1 day when on-boarding new hires into the system.-Launched a project to develop the Online Hiring Toolkit for Managers.-Spearheaded a feasibility study project for a new CRM system to track potential job applicants.-Used data and analytics to measure recruitment marketing activities to improve ROI.

Bellevue, Wa

Successfully incorporates financial data analysis experience with natural talent to build and maintain relationships while working with clients to manage their financial portfolios.

Bellevue, Wa

Independently planned, budgeted and led multiple marketing campaigns to grow personal business with measurements to identify most successful campaigns. Gathered large personal financial data, analyzed data, presented findings and recommended strategies to clients.

Trusted advisor for clients. Analyzed market conditions versus client’s financial portfolios to create and recommend strategies customized to risk tolerance and financial goals. Performed comprehensive research of market and gathered data of companies to analyze strength and weaknesses in order to predict stock trends and investment strategies for stock portfolios.

Seattle, Wa

Analyzed tax returns, financial statements, credit reports, and other data to qualify clients for mortgage programs.

Seattle, Wa

Analyzed and tracked marketing campaigns and their success to develop effective sale strategies. Core communicator of loan process between multiple departments and customers. •Tracked executed campaigns, prepared reports of performance analysis of past campaigns and offered corrective recommendations regarding concurrent programs•Developed lead-generation strategies with clear objectives, targets, and effective measures•Analyzed and acted on results of company advertisement and marketing campaigns. •Processed and tracked loan files across different stages and departments. •Coordinated between customer, loan officer, processor, underwriter, and closer to ensure everyone is informed, and information was communicated correctly and in a timely matter

Certificate Of Project Management

Bachelor Of Business Administration (Bba), Marketing

Activities and Societies: Sales Practicum