Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for… Show more Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Named one of the Best Places to Work in Money Management by Pensions & Investments and one of the Best Places to Work in Orange County by the Orange County Business Journal in 2020, Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Learn more about Canterbury at www.canterburyconsulting.com. Show less

★ Leads all aspects of Information Technology, supervising the efforts of a network administrator, support technician, and multiple software developers while managing relationships with external vendors.★ Evolved the IT department into a true strategic partner to the organization with a service-oriented focus; led the creation of a library of documentation and training resources for the benefit of end users.★ Spearheaded multiple projects to install NAS solutions, develop a… Show more ★ Leads all aspects of Information Technology, supervising the efforts of a network administrator, support technician, and multiple software developers while managing relationships with external vendors.★ Evolved the IT department into a true strategic partner to the organization with a service-oriented focus; led the creation of a library of documentation and training resources for the benefit of end users.★ Spearheaded multiple projects to install NAS solutions, develop a proprietary CRM application, launch a SharePoint-based intranet, and enhance the company’s client-facing website.★ Serves as a trusted advisor to the President/CEO on all matters concerning the health and direction of the company’s technological position.★ Developed customized reports aligned with the needs of specific internal users and departments. Show less

★ Managed enterprise-wide IT projects, with a focus on the development and deployment of standardized processes and procedures designed to spark consistency and success in corporate operations.★ Expertly fulfilled multiple responsibilities, including management of technical staff, service as training coordinator, procurement, and systems documentation.★ Ensured the success of network administration, database administration, software development, web development and maintenance… Show more ★ Managed enterprise-wide IT projects, with a focus on the development and deployment of standardized processes and procedures designed to spark consistency and success in corporate operations.★ Expertly fulfilled multiple responsibilities, including management of technical staff, service as training coordinator, procurement, and systems documentation.★ Ensured the success of network administration, database administration, software development, web development and maintenance, email administration, and technical management.★ Applied global PMBOK standards promulgated by the Project Management Institute to effectively manage all projects through to completion.★ Championed the deployment of the Primavera Enterprise-Wide Project Management software platform at multiple Fortune 500 clients.★ Produced customized reports in response to ad hoc requests by clients using Crystal Reports, Info Maker, Microsoft Access, and Visual Basic.☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ABOUT INNOVATIVE MANAGEMENT SOLUTIONS In today's competitive business climate, customers are demanding more for less and expecting faster delivery. To succeed in this environment, successful corporations have relied on Innovative Management Solutions (IMS) to help them adopt enterprise-wide project and portfolio management practices.IMS helps organizations increase their capability to manage their portfolio of projects. We assess the needs of the organization and develop a feasible roadmap to success. Show less