Robert Porter Email & Phone Number

Denver, Co, Us

Columbus, Ga, Us

As an independent agent appointed with Aflac, I can provide access to benefits coverage that does not compete with current health plans help by an individual or employee. We offer a broad choice of benefit products for different stages of life.These plans pay directly to the insured to help cover household out-of-pocket expenses.

Denver, Colorado, Us

Executed and implemented business analysis and project management for contracted projects with external clients.• Created Business Process Maps to support process improvement changes for Farm Credit clients.• Managed client relationships by travelling to client locations to analyze process and develop solutions.• Analyzed client company structure and developed proposed alignment solutions.

Cotati, Ca, Us

Lead delivery consultant and Project Manager for Process Improvement and Change Management projects with major public utilities. - Led the development and implementation of Process Improvement initiatives using Lean Six Sigmamethodologies and tools to drive the execution of project deliverables. - Manage key stakeholders and identify internal clients impacted by project deliverables. - Extensive experience gained using Microsoft Project software. - Certified Six Sigma Green Belt. - Led the development and delivery of training programs to support internal employees’ learning about ESG and related Diversity, Equity & Inclusion subjects.

Denver, Co, Us

Project Manager in the Global Compliance PMODirected business and operations focused projects for the Compliance department (AML/CFT, FCC, Markets Compliance). Primary Project Manager (PM) to lead Compliance projects for the Global Payments division of the firm – also known as Western Union Business Solutions (WUBS).- Executed cross-functional strategic and tactical projects from initiation to implementation.- Achieved highest productivity levels in PMO by managing more than 12 projects within first 9 months – 50% more than most other PMs on the team.- Developed strong relationships across teams to ensure project success.- Subject Matter Expert for most WUBS processes.- Seconded to WUBS Compliance Strategy team to support various strategic initiatives.- Drove implementation of Wrike® project management software to establish team-wide consistency and efficiency.- Implemented deployment of Microsoft Teams® software for the team (Team Champion).- Experience with various PM software products including JIRA, Clarizen, Wrike, MS Project.- Experience with various PM methodologies, including waterfall, hybrid, Agile, Lean, SAFe.

Littleton, Co, Us

• Co-founded firm supporting Financial Advisor transitions to top tier “Wire House” firms. Typical transitions involve a multi-million-dollar profit level book of business.• Developed and fostered relationships with management at all levels in multi-national Fortune 100 companies.• Automated and enhanced the process of Financial Advisor transitions to dramatically increase speed-to-market, reduce potential portfolio degradation, enhance client firm profitability.• Responsible for recruiting, hiring and training Associates to work on-site in client locations to support intensely competitive processes related to Financial Advisor transitions. • Created comprehensive system for document processing, asset tracking, management reporting and client communication.• Responsible for all aspects of advisor transitions and client relations including direct team management, contract negotiation and results reporting.• Developed and implemented sales and marketing strategies including hard copy and electronic materials, web sites, campaigns as well as social media implementation.

• Directly responsible for development and implementation of business strategies, policies, procedures, hiring and training of staff for new start-up.• Accountable for business channel development and account profitability.• Built and directed a team supporting Financial Advisor transitions to Morgan Stanley from other financial services firms.• Directly contributed to significant increase in profitability by more than doubling the billable hours over a 5 year period to a multi-million dollar profit level.• Developed successful policies, procedures and methodologies that reduced costs, increased efficiencies and promoted sustained profitability.• Developed and implemented marketing strategies including electronic and hard-copy materials and web sites.

Bs Ed, Special Education

Special Education And Teaching