Sherry Clendinen, Csm, Pm/Pmo, Icp-Lea Email & Phone Number

Leading strategic direction, managing staff, and aligning IT solutions with business goals.

Key player in implementing myAgency system (Salesforce), supervising teams, and facilitating balanced workloads.

Greater Tampa Bay Area

Interacted with business partners, led project activities, and mentored analysts.

Greater Tampa Bay Area

Performed ScrumMaster duties, facilitated requirements gathering sessions, and conducted test case reviews.

Greater Tampa Bay Area

Liaised with business and technical groups, gathered requirements, and performed routine and ad hoc report compilation.

Prioritized requirements, worked with developers and stakeholders to document requirements, UAT, and mentored team members.

• Researched, collected, analyzed, generated, and reviewed staffing analysis, budget, policy status review, and production reports in Access and Excel.• Facilitated strategic project planning for operational and special projects while maintaining project timelines.• Served as Business Analyst for implementation of corporate project initiatives, such as ImageRight support for system changes, implementation of the CNR-M product and A-Rate Changes.• Developed and implemented process improvement procedures to increase productivity and efficiency.• Facilitated meetings in a fast-paced environment while capturing accurate meeting minutes.• Coordinated communication of issues to all necessary departments, while documenting plan of action and following through to issue resolution.

As the Executive Assistant for the Chief Compliance Officer. I perform complex administrative duties with minimal supervision which include: review and prioritization of incoming documents, and creation of Excel spreadsheets, PowerPoint presentations and/or Word documents as required; calendar management and travel planning for the CCO. The incumbent regularly interacts in person, by telephone and via email and other written forms

• Created and maintained branch files• Trained and supervised temporary employees• Tracked regulatory continuing education• Processed amendments for registered representatives and NRF employees• Coordinated registration process for new investment representatives

• Answered and forward calls from multi-line telephone• Recruited and trained new employees for Reception and Administrative support• Prepared routine and special correspondence for distribution to account holders and employees• Ordered, received, distributed, and maintained office supplies• Created and maintained office quick information reference book• Coordinated and resolved building maintenance requests• Maintained calendar of events for supervisors and departments