-Gave demos to clients and prospects on features and functionality of the platform-Prepared RFPs for government agencies, non-profits, universities, and corporations-Balanced multiple projects simultaneously-Built and deployed CMS pages, workflows, decision trees, editable templates, permissions groups, and metadata sets for clients-Gained significant expertise on the use and function of the platform-Connected clients to resources for Single Sign-on, vanity URL, custom fonts and other technical issues

Aug 2021- Dec 2022 Project/Product Manager, Solutions Consultant, and Scrum Master for a mobile workforce management platform-Reinvigorated a software platform that had been shelved for a year-Built product backlog to update existing code, built out intended functionality, and adapt to new customer requirements-Led a team of offshore developers form India and Colombia-Wrote job requirements, interviewed, and hired a full stack developer-Lead UI/UX design discussions-Created feature plans for various potential clients/industries-Refined and managed the product backlog, including user story creation, task prioritization, and specification development-Built product roadmap for proof-of-concept project and proposed GTM strategy-Wrote regular progress reports for stakeholders; tracked overall progress, budget spend, and resource allocation-Rigorously tested application on web, Android, and iOS; tracked bugs and UX inconsistenciesMay 2021-Aug 2021Business Analyst for a Fortune 500 energy provider-Gathered requirements from old platform users to help developers understand requirements for new platform-Ran product feature demos for business users-Attended daily standups with developers to better understand their questions and clarify backlog items

-Studied for and acquired Utah Class B CDL-Quickly learned routes and picks up locations to cover open assignments

I auditioned current students to host the podcast, I recruited faculty, staff, and alumni as guests. I worked with the KSB Media to schedule recording sessions, develop the aesthetic, and edit the podcasts. I worked with KSB Marketing on visuals and release of the project.

-Kelley School of Business Merit Fellowship recipient: Granted to "students demonstrating strong academic skills and leadership abilities".-Faculty Selected Member, Business Marketing Academy: Worked with the Analytical Chemistry Division of the American Chemistry Society on conveying their value to members and bolstering membership retention-Global Business and Social Enterprise Program (GLOBASE): Worked with a startup called SPACE Turnkey Solutions in Accra, Ghana, and help them start the transition from startup to small business-First Year Liaison for the Kelley High Tech Club-Vice President of Engagement for the Kelley High Tech Club: Organized and presented club events, counseled on club strategic vision, and build club membership engagement.

-Researched continuing education offerings from top MBA programs-Researched podcast, webcast, YouTube, and career services from top MBA programs-Engaged with faculty and staff to learn about Kelley's capacity to provide ongoing support to alumni-Recommended production of Micro-learning content, video podcast of Faculty and Alumni analyzing current trends, and leadership development tools

-Trained team of 14 on Fidelity’s advanced trading platform and Excel, led to an increase in trading leads and customer satisfaction-Developed customer loyalty and satisfaction by supporting a diverse clientele with numerous transactions, trades, questions, and service needs-Educated clients about Fidelity’s website, mobile app, and trading platform-Assisted clients with complex service issues and transactions, provided follow-up as needed-Helped clients with international trading and currency exchanges-Helped develop team knowledge, proficiency, and morale; also helped onboard newer repsAwards:-Excellence in Action twice for outstanding customer service, advocating the voice of the customer, and working to continuously improve Fidelity. (Awarded to one rep per team per quarter.)-Chairman Shares for being a significant contributor to the success of my team through the year.

-Promoted ahead of peers based on performance on licensing exams (88% Series 7, 93% Series 63) and in training course-Assisted clients with trading and transactions-Developed new opportunities to strengthen client relationships-Generated warm leads for Sales Teams

-Studied for and passed the Series 7 and 63 licensing exams-Assisted clients with trades, transactions, and other service needs-Educated clients about financial markets, investment products, and retirement accounts

-Implemented modernization and automation on all reports increasing accuracy and speeding delivery time by 25%-Developed, troubleshot, and implemented record keeping system for new $30M investment portfolio-Updated and streamlined software database leading to greater clarity, efficiency, and ease of use-Tracked and balanced $110 MM bond and CD investment portfolio-Prepared monthly financials for Board of Directors and Senior Management-Prepared monthly branch profitability reports-Balanced several GL accounts

-Supervised the mail room and supply room-Hired and managed 2 mail clerks-Managed supply inventory for home office and helped manage supplies at 17 branch locations-Renewed contracts with 3 vendors and explored new relationships to maximize value, reduced annual expenditures by 20%-Coordinated a yearlong project with outside consultants, gathered data and presented recommendations to senior management, oversaw implementation of recommendations, reduced expenditures and grew net income by $500k annually-Updated procedures and improved department reputation and relations company wide

-Balanced cash and transactions for 20+ ATMs-Investigated transaction disputes for members and other institutions-Assisted branches and members with debit and credit card issues-Reconciled several general ledger accounts-Updated and improved Excel reporting tools resulting in a 30% reduction in daily processing time-Worked special projects as needed-Learned about debit and credit card processing, ATM security, and GLs

-Assisted customers with deposits and withdrawals-Answered questions and did research about accounting issues and customer service-Helped train 6 new tellers on policies, procedures, and best practices-Motivated tellers to meet and exceed member expectations and internal sales goals-Balanced cash drawer-Balanced branch vault

-Assisted members with deposits and withdrawals-Answered questions and did research about accounting issues and member service-Balanced cash drawer-Cross-sold products and services to meet member needs and internal goals-Learn about credit union structure vs. bank

-Recorded transactions in Quickbooks-Packaged product for shipping-Engaged with customers to provide feedback and resolve issues-Updated website with new monthly products-Acted as liaison with software development team to communicate current software issues and architecture for future plans

-Assisted customers with deposits and withdrawals-Answered questions and did research about accounting issues and customer service-Helped train 3 new tellers-Balanced cash drawer

-Recorded financial transactions-Learned about bookkeeping-Learned about group home healthcare

-Assisted in the kitchen and bakery preparing food and maintaining stores for thousands of missionaries-Served food, refilled drink machines, washed dishes and cleaned