Joseph Gard, Pmp Email & Phone Number

Mckinney, TX, US

United States

Dallas, Texas, United States

Dallas, Texas

Irving, Texas

• H.D. Vest provides broker-dealer services and support to a network of independent of tax and non-tax professionals who provide comprehensive financial planning solutions including securities, insurance, wealth.
• Developing project work plans, schedules, budgets and priorities to meet project objectives.
• Monitoring and managing project progress, scope, and budget to ensure plan and budget compliance.
• Identifying internal and external resource needs and coordinating efforts of team members to deliver project to plan.
• Defining objectives, managing risks and working through issues throughout the project life cycle.
• Preparing project status reports and leading steering committee/sponsor meetings to ensure project stakeholders are apprised of project status.

Dallas, Texas

• J.P. Morgan Chase & Co. is a major provider of financial services, with assets of US $2.5 trillion and the largest bank in United States by sales, profits, assets and market value. Responsibilities include
• Managing business migration efforts for both on-shoring and off-shoring business activities to the Dallas site and ensuring compliance with corporate inter-affiliate governance requirements.
• Supporting daily BAU production activities, including officer-level reviews of analyst’s work to ensure production health and meet client and organization risk and control requirements.
• Tracking and analyzing operating unit staffing metrics for management reporting and compliance to headcount and productivity targets.
• Coordinating and managing location recruiting activity including identifying, screening and interviewing candidates. Primary point of contact for Ex-pat visa/immigration documentation.
• Tracking and analyzing key performance and operational indicators, and coordinate location reporting for global operational MIS reporting.