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I have 19+ years managing projects, processes, in a matrixed environment, organizing up to 19 departments. I have 5+ years leading individual team’s in-between the size of 3 to 16. I have 4+ years managing corporate and Banking regulatory processes with 100% regulatory compliance upheld.
Booxkeeping Las Vegas
View- Website:
- booxkeeping.com
- Employees:
- 13
-
Partner Owner And GmBooxkeeping Las VegasSandy, Ut, Us -
General Manager - Partner OwnerBooxkeeping Las Vegas Jun 2024 - PresentUnited States -
Sr. Functional AnalystDoterra International Llc Jul 2019 - Jun 2024American Fork, Utah• Implementation of an ERP system to international markets• Gather project requirements and definitions with various internal business units and external third party companies• Oversee software projects through the software development life cycle• Perform and coordinate software acceptance and regression testing• Coordinate and manage release of software• Proactively assess and mitigate project risks -
Project Manager | Global Risk, Banking & ComplianceAmerican Express Jun 2017 - Jun 2019• 100% on time and accurate regulatory compliance management of Regulation W and O• Improved throughput 35% with templates used for comm, testing, and audit records• 100% accuracy. Fixed 5 process failures with critical workflow tracking and reporting• Team member successfully merging 2 banks with technology and Fed Reserve Bank• Revised 44% of process risk self-assessment with standardized documentation -
Compliance | Project ManagerAmerican Express Feb 2015 - Jun 2017• Compliance process people leader for 5 employees and 3 contractors • Managed compliance process transition to a global team in India• Researched and documented IVR refresh for American Express Centurion Bank• Compliance policy and procedure creation and refresh of 25+ prepaid documents • Managed multi depts. to ensure 36 processes were refreshed, data integrity maintained -
Network Strategy | Project ManagerAmerican Express Apr 2011 - Feb 2015• Managed nine departments migrating 1,780 products, preventing a peak season stock out• Senior Project Manager, of highly successful Career Week for 2000+ employees in SLC • $3M savings by proposing and leading a new card replacement software• Researched AMEX policies and procedures to address merchant issues • Designed, product database report which identified product 100+ configuration errors• Managed error correction then establish new processed preventing future errors -
Product Launch ManagerAdp - Advancedmd Aug 2009 - Mar 2011• Improved software launch efficiency by 70% by creating accountability for 19 depts. • Coordinated 19 corporate units to launch new software releases for clinical customers• Reduced beta defects communication to technology team from 12 days to 3 days• Facilitated company agile retrospectives identifying 35 opportunities of improvement• Invented a “resource calculator” prioritizing initiatives and convincing senior management to double technology staff to meet product demands• Implementing risk mitigation strategies resulting in 4x call volume increases avoidance.• Produced weekly Software Launch status and accountability reports for the CTO, VP’s, and Directors -
Project Manager IAmerican Express Mar 2005 - Aug 2009• Rated with “Distinguished Performance” for managerial duties • People leader of 14 BSA’s to validate 560 requirements• Delivered a critical 7 month project in 5 months. Identifying areas of improvement• Improved acceptance researching issues, root cause, and driving 10 short term projects -
Senior - Business Systems AnalystAmerican Express Jun 2000 - Mar 2005• Rated with “Distinguished Performance” for Analyst duties. • Financial reporting for 26 projects totaling $3M provided to senior leadership • Developed departmental Sarbanes-Oxley procedures ensuring compliance• Recognized for $2.5M reengineering save for Advanced Payment Technologies -
System Installation/SupportDealertrack Technologies Apr 1998 - Jun 2000• Accounting software configuration and auto dealership management training• Technical support and software installation for startup software company• Root cause analysis of software “bugs” -
AccountingPrestige Financial Services Jan 1997 - Apr 1998• Developed new procedures for new client payments, budgeting, and YE accounting• Employee of the month -
Sales RepresentativeMassmutual Financial Group Jan 1994 - Jan 1997• Company benefits. Health Insurance, Mutual Fund sales, Life Insurance. Series 6, 63• Four time Jr. associate of the month -
Sr. Customer Service RepresentativeFranklincovey Jan 1990 - Jan 1995Managed quality improvement and department organization groupsAssistant team manager of 12 Customer reps
David Stone Skills
David Stone Education Details
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Speech Communication
Frequently Asked Questions about David Stone
What company does David Stone work for?
David Stone works for Booxkeeping Las Vegas
What is David Stone's role at the current company?
David Stone's current role is Partner Owner and GM.
What is David Stone's email address?
David Stone's email address is he****@****ail.com
What is David Stone's direct phone number?
David Stone's direct phone number is +180198*****
What schools did David Stone attend?
David Stone attended Westminster University, University Of Utah.
What skills is David Stone known for?
David Stone has skills like Account Management, Sdlc, Business Process Improvement, Six Sigma, Leadership, Testing, Management, Risk Management, Agile Methodologies, Data Analysis, Project Management, Strategic Planning.
Who are David Stone's colleagues?
David Stone's colleagues are Katherine L Lewis, Valmar Alve, Imad Ko, Imad Eddin Kobayter, Xhoana A., Prasann Dangi.
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