John D. Fries, Mba, Gla Email & Phone Number

Houston, Texas, United States

In my role as a Financial Professional at Rethink Wealth, I developed personalized financial strategies for high net worth individuals and underserved communities. By conducting in-depth financial analysiswith my team, I identified opportunities for growth and risk mitigation. Collaborating with clients, I implemented tailored investment portfolios and retirement plans, ensuring their financial goals were met.

Houston, Texas, United States

I Trained and supervised new employees in selling life and health insurance, ensuring high-quality customer service. Developed and implemented sales strategies to increase revenue and meet company targets.

Houston, Texas, United States

I was hired by the CEO and worked directly with him and the President. My responsibilities included creating all reporting documentation examples. I was responsible for staffing all projects with the President, tracking all financials for delivery projects, and getting involved when projects were missing their targets. I was responsible for meeting with clients to check on their satisfaction and to address any issues that may be in the way of us achieving that. I was also a member of the Executive team, the Corporate PMO, and the Project Oversight Group. Participated in four weekly meetings with the CEO.Example Work Scope:• Sales Focused – Was responsible for selling ongoing work around delivery and maintenance for all projects. Met with the clients and negotiated prices and wrote SOWs and CRs. Directly responsible for writing 3.8 million in contracts over the last year.• Project Focused – Created base project documents for tracking and reporting. I worked with the project managers so that we could properly report status to both the client and the PMO/Executives in regular weekly directors’ meetings and monthly managers meetings.• Staffing Focused – Was responsible for meeting with the CEO and President to review staffing plans for new projects and dealing with any staffing issues on existing projects.• Client Focused – Discussed client situations with Directors and Managers. Put together a plan to get them back on track or meet with the client if the Director or I felt it would be helpful.• PMO Focused - Created or assisted in the creation of SOW and CR templates. Responsible for tracking all PMO initiatives, assigning them for completion, and reporting on status at a weekly PMO meeting with the CEO.• Executive Focused – Maintained and reported on all projects from a status and budgetary perspective (budget used v time/budget remaining). Also created and maintained an executive summary of upcoming staffing as well as a recap of existing staffing problems.

Houston, Texas, United States

In joining Accenture in 2021, I transitioned from my compensation-based focus to an Oracle based focus. While taking several Oracle based training courses to prepare me for my first Oracle project, I was put on an SAP/Callidus based compensation project. Subsequently, I was assigned to a number of responsibilities on an existing Oracle project, capitalizing on both the Oracle training as well as my background in large systems project management.Example Clients and Work Scope (All work scope includes Budgeting and Tracking, and Vendor Management):• Equitable – Managed a team of SAP and Accenture consultants to rebuild a Callidus/SAP based compensation system from a server-based installation to an updated cloud-based system to support splitting Equitable from AXA. There were no tools or shortcuts to assist us. As a result I had to create the workplan and manage everyone to keep the team on schedule. In addition, I was responsible for tracking and reporting on status, checking our progress, and tracking to the budget. Other Specific Project Experience Available on Request

Houston, Texas, United States

In addition to the role on my client projects, I had the responsibility of estimating, staffing, contracting, and providing oversight for all of our projects. I also had an active role in selling our services and maintaining relationships with client and vendor executives to keep the projects running smoothly.Example Clients and Work Scope (All work scope includes Budgeting and Tracking, and Vendor Management):• Unleashed Machines - Completed a strategic market strategy review and presented the findings to the client CEO. Following that effort, managed and completed a Request for Information (RFI) and Request for Proposal (RFP) process for the selection of sales software.Other Specific Project Experience Available on Request.

Houston, Texas Area

As a Specialist Master, with expertise in Sales Performance Management software, was responsible for managing all phases of multi-million dollar projects, as well as keeping up with the SPM vendors to maintain my broad knowledge base. Also maintained client communications with executive levels within the client.Example Clients and Work Scope (All work scope includes Budgeting and Tracking, and Vendor Management):• Humana Inc & Unum. - Responsible for creating and distributing RFP, RFI, and Project Software Selection script documents and gathering software selection requirements at an L4 level. Was also responsible for setting up scoring sheets and selecting the “best” vendor from those documents and the software demonstrations. • MSC Industrial Supply Co. - Program Manager from inception to completion of an 18-month SAP implementation. Skills utilized: Hybrid Agile Methodology, requirements gathering, tracking multiple build teams, and testing assistance and oversight. In addition to being featured at the SAP Customer Experience Live conference in Barcelona, the project enabled MSC to do the same work with 2-3 less FTEs.• Cushman Wakefield - Created and executed a coordinated End-to-End Integration Test that followed transactions from creation through approval, cash application, commission calculation, payment, and reporting (across all elements of the combined application system architecture). Other Specific Project Experience Available on Request

Houston, Texas Area

In addition to the role on my client projects, I had the responsibility of estimating, staffing, contracting, and providing oversight for all of our projects. I also had an active role in selling our services and maintaining relationships with client and vendor executives to keep the projects running smoothly.Example Clients and Work Scope: (All work scope includes Budgeting and Tracking, and Vendor Management):• Torchmark Inc. - Took over a Varicent project that was in difficulty. Oversaw multiple business units within two separate project streams. Changes initiated included enhanced processes, documentation, and structure around change management, and the utilization of proper project requirement and design documentation and approval procedures.• BMC Software – Oversaw the delivery phase of a combined custom Quota Workflow tool and Callidus Installation. Was able to work with the client to set expectations, troubleshoot issues and changes identified by the client, and ultimately managed the production implementation. Other Specific Project Experience Available on Request

Houston, Texas, United States

Areas of responsibility included communicating with project management to ensure that our teams were working with our clients to ensure quality deliveries, maintain communication with client executives and overseeing the overall quality of our work.Example Clients and Work Scope: (All work scope includes Budgeting and Tracking, and Vendor Management):• Allstate - Led a Quality review of a problematic client testing process. Created a Solution Whitepaper based on observations, interviews, analysis, and best practice reviews. Sold a Professional Services Engagement based on the Solution Whitepaper.• Nokia - Responsible for selling all phases of the TCS replacement of a Callidus retail compensation system. Worked with client management to manage expectations and ensure that global communication issues (technical and cultural) did not hamper the configuration or roll-out schedule of the TCS application in North America, Europe, and China.Other Specific Project Experience Available on Request

Houston, Texas, United States

Areas of responsibility included program, project, and personnel development and management. As promotions occurred my responsibilities included overall HR oversight of the 120+ member customer facing delivery organization.Example Clients and Work Scope: (All work scope includes Budgeting and Tracking, and Vendor Management):• AutoNation Inc. - Responsible for managing a 36-member team of combined client and consulting resources, along with communication with the client CIO, CFO and COO. This Callidus implementation was structured in multiple parallel phases that ensured the entire enterprise went into production in a timely fashion. The project received special recognition at the Callidus Annual User Conference when it was recognized as the first National Client Release of Callidus TrueComp 5.1. Other Specific Project Experience Available on Request

Houston, Texas, United States

Areas of responsibility included program, project, and personnel development and management. Specific responsibilities included:• staff guidance, evaluation, and development management;• development and management of department and project budgets; and• presentation of all strategy, plan, status, and budget reports to the corporate steering committee (composed of department executives and the CIO).

Houston, Texas, United States

Areas of responsibility included program, project, and team management of combined Accenture, Client and Third-Party personnel (up to 60 personnel) during all phases of the project life cycle (analysis, design, build, test, and implement). Additional client facing responsibilities included:• creation of project workplans, budgets, and deliverable schedules;• creation of project role descriptions and project staffing; and• presentation of status, findings, observations, cost estimates, savings opportunities, and project options to all levels of client management including CIO and CEO.

Bachelor Of Science (B.S.), Economics

Mba, Management Information Systems And Services