Lois Schmitz

Lois Schmitz Email and Phone Number

Principal at Advantage Point Consulting @ Advantage Point Consulting
minneapolis, minnesota, united states
Lois Schmitz's Location
Greater Minneapolis-St. Paul Area, United States
Lois Schmitz's Contact Details

Lois Schmitz personal email

n/a
About Lois Schmitz

Managing Partner Advantage Point Consulting. Servicing the Financial Industry with project resources.PMP certified business and systems professional with over twenty-five years of experience in the financial services industry: program and project management, application development, and comprehensive quality assurance (testing, quality measurements, reporting). I have managed several projects throughout my career, from project initiation to design to development, testing, implementation, and end-user training/support and have exposure to a variety of system platforms, from mainframe to client-server. I am a highly energetic leader with excellent customer service, team building, and creative problem-solving skills.Specialties: Program and Project Manager for a variety of large initiatives including brokerage (both proprietary and vendor) and system conversions. Program and project management for FINRA remediation projects.Program and project management for enterprise records management programs. Program and Project management for multiple mutual fund remediation initiatives. Full life cycle program/project management experience, with a focus on on-time delivery within budget.I have worked on multiple financial and brokerage conversion. With Rifinitiv, FIS (Sunguard), NFS and Pershing, SEI, SWP and a variety of implementations including currently IFS.

Lois Schmitz's Current Company Details
Advantage Point Consulting

Advantage Point Consulting

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Principal at Advantage Point Consulting
minneapolis, minnesota, united states
Website:
advantagepointapc.com
Employees:
8
Lois Schmitz Work Experience Details
  • Advantage Point Consulting
    Principal
    Advantage Point Consulting Dec 2008 - Present
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  • Advisor Group
    Sr. Project Manager
    Advisor Group May 2020 - Dec 2020
    Omaha, Nebraska, United States
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  • Ladenburg Thalmann
    Senior Project Manager
    Ladenburg Thalmann Apr 2020 - May 2020
    Greater Omaha Area
    IFS Business Technology Integration Sr. Project Manager for an IFS implementation.
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  • Ameriprise Financial Services, Inc.
    Program/Project Manager
    Ameriprise Financial Services, Inc. Dec 2018 - Apr 2020
    Minneapolis, Minnesota
    Brokerage Conversion Project Manager
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  • Wells Fargo
    Program/Project Manager
    Wells Fargo Aug 2013 - Jan 2015
    Wells Fargo Trust, Minneapolis Mn
    Project Manager role to support the Request for Proposal and Discovery Phase of the Wells Fargo, Next Paradigm Strategic Platform Conversion initiative, Detailed Design Phase and SEI Wealth Platform (SWP) Integration. Roles and responsibilities included: * Provided support to the Wells Fargo Trust Program managers or participate in these deliverables: o Request for Proposal (RFP) – development of questions and requirements Lead for development team that supports the database RFP questions, business capabilities, legacy application, 3rd party applications and reporting of the repositoryo RFP Analysis, RFP Scoring, RFP Client Reference Calls  Supported Wells Fargo Trust Program managers to provide the: o Executive Reporting* Worked with Wells Fargo Supply Chain Management Team, Vendor Management, Risk Management, Communications, Learning and Development, Business Lines: Institutional Retirement Trust, Corporate Trust, Individual Fiduciary Services, Abbot Downey and their respective technology departments.
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  • D.A. Davidson & Co.
    Beta Platform Conversion
    D.A. Davidson & Co. Dec 2011 - May 2013
    Great Falls, Montana Area
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  • Penson Financial Services
    Program Manager Quality Assurance And Operations Readiness
    Penson Financial Services Apr 2011 - Jan 2012
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  • Novon Consulting
    Project Manager
    Novon Consulting Aug 1996 - May 2009
    Lead a variety of financial sector projects: Remdiation/FINRA, brokerage system conversions, process improvemnt, request for proposal and procurement for print vendors and an agency management system, records management and space planning and moving.
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  • Novon Consulting Corp
    Project Manager
    Novon Consulting Corp Jan 1998 - Apr 2009
    Program Manager for an Enterprise Records Management Program:o Full life cycle project methodology including * project startup and kick-off meetings * scheduled, hosted and provided meeting minutes for regular status meetings * defined project requirements and tools* created the draft process and procedure manual* executed project close out including transition
  • Wells Fargo Investments
    Program/Project Manager
    Wells Fargo Investments 2005 - 2009
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  • Ibm Global Services
    Project Manager
    Ibm Global Services Jan 1996 - Jan 2000
    Responsible for a rewrite of Prudential's PC applications to Visual Basic and COBOL II. Managed a team of 20 to 30 people that consisted of Prudential, IBM and outsidecontractors. Used a variety of tools to store input and output data (development tools,SQL Server, SQA TeamTest). Managed a team of developers and quality assurance personnel responsible for theenhancement and maintenance of Lotus Notes applications.Managed a team in analyzing the significance of what benefits a new IBM offering and toolsuite would bring to insurance industry developers and quality assurance staff. Resultswere direct input to the marketing of the IBM P390 Integrated Server, Visual AgeDevelopment Tools Suite and the Application Testing Collection. Quotes from this teamwere recognized and published in articles written by industry analysts.
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  • Prudential Insurance
    Project Manager, Business Analyst, Quality Assurance Lead And Developer
    Prudential Insurance Jan 1994 - Jan 1996
    Responsible for project lead, development and quality assurance of PC applications thatmirror Prudential's Life Insurance facet of the mainframe legacy system. Several hardwareand software solutions are required to support the applications. They include MicroFocus COBOL, Windows NT, Visual Basic, Excel, Lotus 123, project management software's,TSO, MVS, TCP/IP, IBM Mainframe and personnel computers.
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  • Prudential Insurance
    Internal Consultant
    Prudential Insurance Jan 1993 - Jan 1994
    Worked with Prudential Direct and their business partner, Vantage, to create a mail orderlife insurance system. Responsibilities included project management for theconservation, loan, premium and renewal functions. Wrote and validated the processes forinstallation and maintenance of the systems. Software tools used in this assignmentincluded ABC Flowcharter, Microsoft Word and Microsoft Project.
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  • Prudential Insurance
    Programmer/Analyst
    Prudential Insurance Jan 1982 - Jan 1993
    Held various assignments, which included development and maintenance of a legacymainframe system using COBOL, VSAM, TSO and the PC. Worked with project leaders, andsupporting staff, to meet and install timely and effective releases. Wrote accuratesupporting documentation for all phases of the function and processes.
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  • Prudential Insurance
    Quality Assurance Technician/Team Leader
    Prudential Insurance Jan 1976 - Jan 1982
    Responsibilities included testing a mainframe legacy system and leading the team of fourquality assurance staff members that reviewed documentation, evaluated developmentreleases and maintained the test environment for the development organization. Thisassignment required testing system interfaces, development of test cases and verificationof results to ensure excellent quality of the function. Maintained and enhanced a DOS PCbased application written in DBASE, Clipper and Blinker to validate the results of thefunction.
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Lois Schmitz Skills

Sdlc Process Improvement Program Management Business Analysis Ms Project Risk Management Software Documentation Pmp Project Management Vendor Management Financial Services Analysis Quality Assurance Leadership Project Planning Integration Requirements Gathering Business Process Improvement Software Development Visio Team Building Requirements Analysis Resource Management Testing Project Portfolio Management Business Requirements Business Intelligence Software Project Management Microsoft Project Microsoft Sql Server Banking Customer Service Business Process Pmo Change Management

Lois Schmitz Education Details

Frequently Asked Questions about Lois Schmitz

What company does Lois Schmitz work for?

Lois Schmitz works for Advantage Point Consulting

What is Lois Schmitz's role at the current company?

Lois Schmitz's current role is Principal at Advantage Point Consulting.

What is Lois Schmitz's email address?

Lois Schmitz's email address is lo****@****att.net

What is Lois Schmitz's direct phone number?

Lois Schmitz's direct phone number is +161286*****

What schools did Lois Schmitz attend?

Lois Schmitz attended Augsburg College, Augsburg College, North Hennepin Community College.

What skills is Lois Schmitz known for?

Lois Schmitz has skills like Sdlc, Process Improvement, Program Management, Business Analysis, Ms Project, Risk Management, Software Documentation, Pmp, Project Management, Vendor Management, Financial Services, Analysis.

Who are Lois Schmitz's colleagues?

Lois Schmitz's colleagues are John Bauer, Sam Paurus, Rhonda Grimes.

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