Marc Loeffler, Pmp Mba Cmas Email & Phone Number

Cincinnati, Oh, Us

Cincinnati, Ohio, United States

Cincinnati, Ohio, United States

Cincinnati, Ohio, United States

Cincinnati, Ohio, United States

Cincinnati, Ohio, United States

Mason, Ohio

Board Member at Children’s Theatre of Mason, Mason, OH:- Assist with production management, planning, coordination, design and technical aspects of a theatre production for local non-profit children’s theatre. - Involved with budget and fiscal management decisions, - As well as casting, and promotion / marketing of each show.

Problem-solve complex project initiatives as single point of contact for Executive benefit plan segment in the $50 to $500M client base range. Lead diverse and multi-site resources comprised of data conversion consultants, software engineers, and operations support teams to deliver right fit systems solutions and innovative product application configurations through process improvement efforts and application of lean thinking. Clients included: Dow Jones Inc., LL Bean, Marathon Oil, Avaya, and Apria Health Care.• Leverage enhancements to multiple associate workstation platforms, and align the exchange of client data on databases housed on the firm’s mainframe recordkeeping system. • Manage staffing and funding allocations via use of HP’s PPMc and Mercury’s Kintana applications.

Solved complex business problems by directing the business analysis function for multiple projects and lines of business. Interfaced regularly with senior managers at the SVP, VP, and Director level to provide business case support, elicitation of business requirements, creation of systems use cases, and execution of quality assurance testing. Coordinated interactions between non-technical business units and IT teams acting as a liaison to translate user needs into actionable systems requirements, enabling the firm to design, test, and rollout innovative client-oriented automated solutions.

Implemented complex product enhancements and new program offerings. Supervised problem resolution of major client service issues through partnership with operations and client support. Maintained development budgets, mediated teamwork across related projects, diagnosed resource needs, created group standards, and developed strategic plans to achieve end-to-end program objectives.

Other Roles of interest:+ Senior Product and Services Manager: Business Unit liaison and product expert for cross-company marketing and IT development projects. Analyzed and documented current product/service workflows, provided recommendations for enhancement strategies.• Mediated marketing, product and sales exception requests, and IT development activities for 6 VPs and Directors between Fidelity’s Adviser channel and its Direct-sold line of business. Promoted automated scalable solutions that led to increased sales opportunities, while negotiating internal crossover sales situations. Noted by a Senior Vice President as someone who was able to transform a sensitive relationship between two competing business units, into a productive and open partnership focused on overall success of the firm.++ Senior Project Implementation ManagerIn the Mid-Corporate Market segment, managed new client implementations, corporate actions, and process improvement initiatives in the $30 to $300 million-dollar asset base range for client such as: Caremark RX, CNT/Computer Network Technology, Blue Cross Blue Shield of Delaware, and Cincinnati Bell.• Successfully completed over a dozen client implementations, bringing $3.1 billion dollars in assets onto the firm’s recordkeeping system.+++ Senior Client Relationship ManagerWithin the Emerging Corporate Market division, maintained and built relationships with 35 Top Tier national client accounts which included: MSNBC, McAfee Inc., and Maxim Crane Corp.· • Chosen from over a hundred associates in my business segment to lead a process improvement initiative focused on improving client management techniques and enhancing team building skills for a start up business unit selling DC retirement plans in partnership with outside broker-dealers. Trained new directors and client service teams on best practices in the areas of: client engagement, capacity planning, and cross company networking.

Bba, Accounting

Mba, Business Administration

Education record