Jennifer Graham

Jennifer Graham Email and Phone Number

Senior Manager - North America Transformation PMO @ TK Elevator
Atlanta, GA, US
Jennifer Graham's Location
Atlanta, Georgia, United States, United States
Jennifer Graham's Contact Details

Jennifer Graham work email

Jennifer Graham personal email

About Jennifer Graham

I am a trusted PMO and project management professional with a passion for creating robust solutions and consistently delivering results. A proven manager of cross-functional teams who motivates others to excel, while balancing delivery and project support; I have directly supervised teams from 2-15 employees, with talent acquisition and performance management capability. I am adept at working in ambiguity, creating structure, juggling competing priorities, and focusing on the key drivers of profitability. CAREER HIGHLIGHTS Restructured an underperforming Arden Trust new accounts onboarding team. As manager, I led the team to a 62% increase in completions in one year and decreased average closure times of 17.3% quarter on quarter. Partnered with Portman Holdings C-Suite to create marketing systems that drove the development of over $1B of assets in 21 months in 2 new business lines. Directed technology integration PMO at CIBC Toronto headquarters. I led a team of 15 project managers that identified and mitigated $113M of trading platform redundancy, resulting in lowered operational risk from unsettled trades. Experienced PMO consultant in USA, Canada, and Austria. CORE COMPETENCIESJira | Smart Sheet | Salesforce | MS Query | FIS AddVantage | Advanced Excel | Adobe InDesign | Power Point | MS Project | Visio | Project Estimation, Planning, and Implementation | Agile Project Management | PMO | Cost Analysis | Vendor Management | Solution Design | Budgets | Data Analysis and Reporting | Issue Resolution | Client Relationship Management | Portfolio Management | Wealth Management

Jennifer Graham's Current Company Details
TK Elevator

Tk Elevator

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Senior Manager - North America Transformation PMO
Atlanta, GA, US
Website:
tkelevator.com
Employees:
23479
Jennifer Graham Work Experience Details
  • Tk Elevator
    Senior Manager - North America Transformation Pmo
    Tk Elevator
    Atlanta, Ga, Us
  • Tk Elevator
    Senior Project Manager
    Tk Elevator Nov 2024 - Present
  • Arden Trust Company
    Senior Project Manager
    Arden Trust Company Aug 2022 - Nov 2024
    Atlanta, Georgia, United States
    Arden Trust Company, a subsidiary of Kestra Holdings, is a corporate trust company with AUM of $11B. I report to the Chief Operating Officer of ATC and have direct supervision of 2 employees. ● Delivered on-time and within budget ASP conversion of wealth management system, resulting in reduced annual costs of $1.5M and greater data control. ● Provided project management for 12 automation, tech integration, and corporate governance projects, including a technology implementation project that created a 68% reduction in annual operating costs. ● Led ticket conversion project from SharePoint to Salesforce, with a focus on eliminating aged tickets and implementing trackable completion metrics. ● Created and led training modules for 120 employees for multiple automation projects.
  • Arden Trust Company
    Manager - Operations Client Onboarding
    Arden Trust Company Oct 2023 - Oct 2024
    Atlanta, Georgia, United States
    ● Restructured an underperforming Arden Trust new account onboarding team, leading to a 62% increase in completions in one year and decreased average closure times of 17.3% quarter on quarter.
  • Portman Holdings
    Project Management, Marketing, Administrative
    Portman Holdings Dec 2016 - Feb 2022
    Atlanta, Ga
    Portman Holdings, LLC is a commercial real estate development firm with AUM of $3B. I reported to the Chief Executive Officer. ● Led teams in transforming marketing processes, leveraging stakeholder input to drive goal-oriented, measurable results through data gathering and analysis, facilitating ideation sessions, and advising on industry standards and emerging ideas. ● Implemented a five-phase marketing lifecycle, from ideation to delivery, that changed the marketing department from a taskmaster to an experience-focused mindset. ● Authored an internal playbook of training materials for new employees that defined and documented internal marketing practices.
  • Independent Consultant
    Project Management & Strategy Consultant
    Independent Consultant Jun 2015 - Dec 2016
    Atlanta, Ga
    As an independent consultant, I partnered with a start-up, subscription-based travel service to create a business plan that resulted in $60K of profit in year one. ● Identified South American cities with the appropriate infrastructure to utilize for US-based remote staff. ● Built a “Client Happiness” tool to track client travel issues and resolutions that resulted in 96% month-on-month retention.
  • Merrill Lynch Global Wealth Investment Management
    Client Relationship Management
    Merrill Lynch Global Wealth Investment Management Jun 2010 - May 2015
    Atlanta, Ga
    Merrill Lynch is a wealth management firm with AUM of $4.7T. I provided CRM for 2 financial advisory teams. ● Provided a client relationship management process for over $400M of client assets, streamlining proactive and reactive transactions that increased customer loyalty.● Increased new assets worth $9M in under 4 years by identifying external assets and new business acquisition through client referral opportunities.● Created a human element in customer service that helped the client feel seen and heard, driving customer retention rates to record highs.

Jennifer Graham Skills

Investments Portfolio Management Finance Project Management Microsoft Office Budgeting Employee Benefits High Net Worth Individuals Wealth Management Services Investment Banking Equities Crm Client Relationship Management Business Management Compliance Management Sales Retirement Planning

Jennifer Graham Education Details

Frequently Asked Questions about Jennifer Graham

What company does Jennifer Graham work for?

Jennifer Graham works for Tk Elevator

What is Jennifer Graham's role at the current company?

Jennifer Graham's current role is Senior Manager - North America Transformation PMO.

What is Jennifer Graham's email address?

Jennifer Graham's email address is jg****@****ngs.com

What schools did Jennifer Graham attend?

Jennifer Graham attended Smith College, Armstrong State University.

What are some of Jennifer Graham's interests?

Jennifer Graham has interest in Art, Sailing, Hiking, Books, Food, Travel.

What skills is Jennifer Graham known for?

Jennifer Graham has skills like Investments, Portfolio Management, Finance, Project Management, Microsoft Office, Budgeting, Employee Benefits, High Net Worth Individuals, Wealth Management Services, Investment Banking, Equities, Crm.

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