Heather Levenberg work email
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Heather Levenberg personal email
Innovative, performance driven leader with extensive experience in executing multi-million dollar programs and projects across various disciplines. A tactical and focused professional with a background in building teams from the ground up, establishing governance, process, and structure to optimize operational efficiency. Highly creative and dynamic problem solver with proven success executing strategic vision to produce tangible results.
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Webster Bank -
Leader EpmoSuccess Academy Charter Schools Jul 2024 - PresentNew York, Ny, Us -
Head Of Project Management OfficeTeachers Federal Credit Union Aug 2020 - Jul 2024Hauppauge, Ny, Us -
Director Of Business AnalysisBroadridge Aug 2017 - Aug 2020New York, New York, UsResponsible 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. -
Sr. Business AnalystBroadridge Mar 2016 - Aug 2017New York, New York, UsEstablished 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. -
Sr. Analyst Of Financial ProjectsBroadridge Mar 2014 - Mar 2016New York, New York, UsResponsible 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. -
Sr. Philanthropic AdministratorU.S. Trust Bank Of America Private Wealth Management Jan 2013 - Feb 2014UsDirected 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. -
Estate Settlement Assistant IiU.S. Trust Bank Of America Private Wealth Management Sep 2010 - Jan 2013UsManaged 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. -
Trust AssistantU.S. Trust Bank Of America Private Wealth Management Sep 2008 - Mar 2009UsPerformed 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. -
Account ManagerBank Of America Jun 2006 - Sep 2008Charlotte, Nc, UsAssisted 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. -
Member Communication SpecialistParagon Federal Credit Union Nov 2004 - Jun 2006
Heather Levenberg Education Details
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Montclair State UniversityAnd Management
Frequently Asked Questions about Heather Levenberg
What company does Heather Levenberg work for?
Heather Levenberg works for Webster Bank
What is Heather Levenberg's role at the current company?
Heather Levenberg's current role is Enterprise PMO Leader.
What is Heather Levenberg's email address?
Heather Levenberg's email address is he****@****dge.com
What schools did Heather Levenberg attend?
Heather Levenberg attended Montclair State University.
Who are Heather Levenberg's colleagues?
Heather Levenberg's colleagues are Deirdre Keighley, Elizabeth Dejesus, David Casarella, Sonia Godinez, Christopher O. Fountain, Robin Pettinicchi, Lisa Desaulniers.
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