Heather Levenberg Email & Phone Number

New York, Ny, Us

Hauppauge, Ny, Us

New York, New York, Us

Responsible for continued buildout of PMO, directing team of four Business Analysts providing support to 300+ domestic and international associates and leaders. Focused on operational transformation through management of Efficiency Program in which PMO team identified $2MM+ in operational efficiencies across 50+ projects.

New York, New York, Us

Established Project Management Office for division, with team of two Business Analysts, supported domestic and international partners. Institutionalized a custom project management approach to meet unique business requirements. Created custom tools/templates to define procedures and implement change management protocols, resulting in clearly defined responsibilities for all stakeholders to follow.

New York, New York, Us

Responsible for driving change in Financial Operations by managing organization wide strategic initiatives, leading an expansion of the India team by transitioning department functions to off-shore resources, directing projects to integrate financial systems resulting from Mergers and Acquisitions, and implementing governance across functions to streamline processes.

Us

Directed strategic initiative to migrate over 1,200 high net worth Charitable Lead and Charitable Remainder Trusts with assets under management over $300 million to the New York City office. This was in addition to simultaneously performing ongoing administration for all trusts pre and post migration. Implemented a systematic approach to improve processes, effectiveness, and efficiency throughout the project life cycle.

Us

Managed the preparation and coordination of all internal and external documents related to account administration, including but not limited to the aggregation of a decedent's assets, facilitating all transactions through proprietary financial systems, timely payment of outstanding debts and tax reporting of plan distributions.

Us

Performed administration of over 70 high-net-worth relationships, including opening/closing trust accounts, partnering with outside consultants, trust account record keeping, wire transfers, deposits and other activities.

Charlotte, Nc, Us

Assisted customers in a fast-paced, high volume inbound call center with inquiries on their credit accounts; addressing issues ranging from balance transfers, fee inquiries, billing issues, online account support and advanced account discrepancies, while maintaining an average handle time of less than three minutes per call.