Jordan M. Johnson Email & Phone Number

Seattle, Wa, Us

Redmond

Demonstrated agile delivery with a proven track record delivering user stories, releases, and backlog maintenance• Key volume licensing Subject Matter Expert (SME) leading requirement gathering and design specifications working with developers and multiple teams across Redmond, Singapore, and Dublin to create an end to end workflow management solution for volume licensing launch. • Project lead working with engineering to understand priorities and groom backlog work items. Worked to build out backlog prioritization and tracking system.• Instrumental role in supporting the testing, launch, and deployment of Policy Based Launch (PBL)- Microsoft’s offer creation tool - used to create nearly every SKU (over 10 million price points) in the volume licensing space. • Project release and management including analysis, data gathering, business intent meetings, policy-based launch execution, auditing, and pricing for Microsoft’s most successful products including Office, Windows, and System Center. Track record of partnering with multi-organizational teams in a wide range of disciplines• Worked successfully across multiple teams including Worldwide License & Policy (WWLP), Product & Launch Services (P&LS), Enterprise Data Services & Governance (EDSG), Tax, Finance, Enterprise Architect Systems (EAS) to understand and implement Business Group (BG) strategy, and business intent. • Daily work with teams in Singapore, Ireland, and across the United States.• Volume Licensing Lead for Tax Delivery Project – worked closely with tax and accounting to understand new SOX and GAAP requirements. Used those requirements to work with engineering teams to build new functionality and ultimately rolled out new tax process with end users in the VL space. • Collaborated with professionals including estate attorneys, CPAs, mortgage lenders, real estate attorneys, and other financial advisors to work through complicated cases.

Worked successfully across multiple teams including WWLP, PLS, EDSG, to understand and implement BG strategy and intent. Achieved a deep understanding of VL launch process, and developed a new and more efficient process to eliminate errors and create better communication between Product Analysts and Product Stewards. Worked through project release and management duties including analysis, data gathering, business intent meetings, Policy Based Launch execution, auditing, and publishing.

Bellevue

Worked directly with high net worth clients to provide service, portfolio analysis, guidance, and advice.Brought over 8 million in new assets in first two quarters.Worked with a variety of complex offerings including bonds, equities, CDs, mutual funds, ETFs, margin, options, technical and fundamental analysis, advice, and portfolio management to provide clients with appropriate solutions.Daily contact with a diverse range of clients to probe for and solve a variety of needs and goals.Collaborate with other professionals including estate attorneys, CPAs, mortgage lenders, real estate attorneys, and other financial advisors to work through complicated cases.Condensed large amounts of data into quantifiable and understandable results.1 of 2 Washington advisors invited to corporate headquarters in Kansas City for exceptional early development of my financial practice.

Redmond

Worked across every department from the bakery to customer service to ensure quality service and that goals were accomplished.Developed several efficiency programs to increase checker productivity and decrease expenses which were adopted by the store and generated great success.Daily multi-tasking to proactively deal with abundant queries.

Financial Planning And Services

Bachelor Of Science, Business Management 2003

2007 Areas of focus: financial planning, estate planning, insurance, investments, tax planning. College for Financial Planning; 2005 Areas.

Associate In Arts And Sciences, Economics, Communications