Dustin Roberts Email & Phone Number

Provo, Utah, United States

-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

Provo, Utah, United States

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

American Fork, Utah, United States

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

Bloomington, Indiana Area

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.

Bloomington, In

-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.

Bloomington, Indiana Area

-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

American Fork, Ut

-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.

American Fork, Ut

-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

American Fork, Utah

-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

Provo, Utah Area

-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

Provo, Utah Area

-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

Provo, Utah Area

-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

Orem, Utah

-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

Orem, Utah

-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

Orem, Utah

-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

Provo, Utah Area

-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

Orem, Utah

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

Provo, Utah Area

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

Master Of Business Administration - Mba, Management And Marketing

Activities and Societies: Kelley School of Business Merit & Lilly Family MBA Fellowship recipient MBA Student Consultant GLOBASE Ghana MBA.

B.A, History

History, Economics, Business.

Managing Business, Public Affairs, And Public Policy

One week intensive look into the intersection of business and government. A fascinating opportunity to hear from Washington insiders.