Jasmine Grant Email and Phone Number

Provided project management and profesisonal services to public sector clients.• Led a $ 650,000 organizational design assessment for a public health agency to identify cost reduction opportunities. Organizational assessment covered multiple dimensions including strategy, structure, people, process, and technology. Secured an additional $450,000 in funding to implement reorganization, change management strategy, and complete staffing analysis.• Trained and led new team members in organization design fundamentals, strategy, change management principles, project management process, and firm methodologies. • Established project management governance structure for all initiatives to manage and communicate project progress, milestones, metrics, decisions, and next steps.

Managed projects across multiple industries and functions to achieve client objectives.Led workstream to reduce $4M out of $10M in costs for underwriting function of Property & Casualty insurance carrier. Expense reduction initiatives included process redesign, technology upgrades, headcount/agent reduction, and sourcing and product rationalization. Total team cost savings were $18M.Led PMO for $10B virtual bank to integrate into wealth management line of business including technology implementation assistance.Provided PMO assistance for multiple streams focusing on design and implementation planning activities for inventory control solutions at a $1B tire services and wholesale distribution company.Assisted in reviewing $100M IT portfolio of $18B healthcare provider to improve project management process and increase visibility, consistency and measurement of existing pipeline projects and overall IT project portfolio. Assisted in the business case development, and organizational design of a nationwide fast food merger ($12.5B in combined sales, 10,000 locations). Conducted in-depth analysis of Product Development, Corporate Development, Marketing, Purchasing, Operations, and Government Relations. $40M in realized synergies.Part of a two person team to complete a corporate strategy exercise to design a comprehensive plan that incorporated expense initiatives and protected the company's competitive strengths of insurance carrier.

Focus in consulting and entreprenuership. Favorite class: Multinational StrategyEl Paso Scholar

Performed extensive broad based due diligence and research on money management firms and portfolio management activities. Supported sophisticated client needs with innovative solutions and premier service.Team awarded 2005 and 2006 Worth magazine's Top 100 Private Wealth Teams, and Barron's 2006 and 2007 Top 100 Financial Advisers List in America.Implemented strategic portfolio allocations for ultra-high net worth investors with average portfolio size of $25 million.Created comprehensive performance reviews for clients. Portfolios of $100M received quarterly reviews; all other clients received semi-annual reviews.Responsible for client retention by building and maintaining strategic multi-million dollar relationships through cross-selling products and creating customized lending solutions for real estate transactions greater than $3 million.

Team Lead 2003 to 2004Second Largest U.S. Bank Managed team of 20+ closers to reduce the number of pending loans in bank's pipeline.Created operations plan to remove bottlenecks in processing flow which reduced processing time by 25%.Increased teams production numbers by 75% within first 60 days as manager by implementing an incentive plan.Served as point of contact to support Indian offshore closing division so that loans could be transferred. Handled any client complaints that were not able to be serviced by the offshore team to improve client retention.Improved the efficiency of the closing process by analyzing underwriting guidelines to target the largest segment of pending loans and prioritized which loan programs to utilize.

Set-up back office of new broker dealer and managed operations. Licensed broker dealer, and registered insurance advisor in 45 states with NASD and SEC to support 100+ brokers.Created company infrastructure and operations flow.Negotiated contracts with clearing firm, software vendors, and consulting firms.Managed all areas of operations including commissions, licensing, trading, business processing, and staff.Implemented scanning system to reduce processing delays.