Afiniti transforms the way humans interact by applying artificial intelligence to discover, predict and affect patterns of interpersonal behavior.

Project Management capabilites including planning, management, coordination or participation on cross-functional teams or projects for business area or companywide initiatives.Data and Analytics: Leverages business area systems and data to identify, develop and deliver impactful metrics and other analytics and/or automated solutions. Consults with leaders in the development of metrics to be used in conjunction with decision making for strategy development and planning. Develops benchmarking and reporting data to ensure consistent processes are followed.Formulate frameworks that support improved client future-state organizational design and alignmentProvides guidance to leaders on identifying goals to be achieved by the business area. Works with leaders to facilitate the process to create an implementation plan in alignment with other functions in the business area, and monitor effectiveness.

Experience implementing ERP software to include: Microsoft Dynamics AX; Lawson; Epicor; Infor- Coordinate among business and IT stakeholders to elicit, analyze and communicate business requirements. - Support software selection, business process re-engineering and whole cycle ERP implementation. - Conduct needs assessments, and workflow and cost-benefit analyses to identify business process improvements. Panorama Consulting Solutions is an IT consulting firm specializing in the enterprise resource planning (ERP) market for mid- to large-sized organizations around the world. Independent of affiliation, Panorama facilitates the evaluation and selection of ERP software, manages ERP implementation, and expedites all related organizational change to ensure that each of its clients realize the full business benefits of their ERP systems. Key Values and Strengths as ERP Consultants• Independent and technology-agnostic• Deep and broad expertise with more than 150 different ERP systems• Best practice and proprietary tools and methods• International group of consultants prepared to work on-site with your team• Team with strong business, operational, and technology backgrounds• Focused on measurable results and a positive ROI

•Series 7, 63 Proactively works with existing, new and potential clients to address their financial needs and to help them achieve financial fitness. Engages clients in needs-based dialogue to gain a thorough understanding of client needs and to position the appropriate Schwab products and services

Received Project Management Methodology teaching under Six Sigma Licensed Managers and pass on that knowledge during staff training sessions.Critically analyzed current processes and devised efficiency enhancements with a fresh new approach to daily call center operations and motivated personnel to focus on forward-thinking approach to client assistance.Monitored random calls placed and devised more effective conversation that brought in new business and offered clear solutions for consolidation to mutual funds. Completed assigned projects and oversaw all workforce scheduling to ensure SLAs were met, utilized root cause analysis and process modeling to identify solutions for business units and possible risk assessment.Implemented LEAN initiatives and did away with unnecessary job functions and implemented technology driven ideas to speed up productivity and implement positive Change Management initiatives.AccomplishmentsLed Purchasing Project saving the company $250K annually by effectively buying shares into different mutual funds as part of EE contributions.