Stephen Woodis

Stephen Woodis Email and Phone Number

Sr. Product Manager at iVest Plus @ iVest Plus
Stephen Woodis's Location
American Fork, Utah, United States, United States
Stephen Woodis's Contact Details

Stephen Woodis personal email

n/a
About Stephen Woodis

At iVest Plus, my role as Senior Product Manager revolves around pioneering product roadmaps and orchestrating cross-functional teams to deliver cutting-edge financial platforms. My tenure with the organization has enabled me to lead projects that have significantly enhanced operational efficiency, such as the integration of Single Sign-On authentication and the launch of new training courses.With a focus on strategic innovation, our team successfully introduced cryptocurrency trading to our platform, partnering with IntoTheBlock to integrate European crypto data services. This initiative not only expanded our product offerings but also reinforced our position at the forefront of financial technology services.

Stephen Woodis's Current Company Details
iVest Plus

Ivest Plus

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Sr. Product Manager at iVest Plus
Stephen Woodis Work Experience Details
  • Ivest Plus
    Sr. Product Manager, Ivest+
    Ivest Plus Jan 2021 - Present
    Emeryville, Ca, Us
  • Response Marketing Group
    Product Manager, Financial Services
    Response Marketing Group Nov 2017 - Jan 2021
    Lindon, Utah, Us
    Ü Create product roadmap from the ground up to implement Systems to over 45,000 clients. This served the company by saving over 1,000 manhours. Allowed company site to be set up with Single Sign On authentication. Provide ability to launch training courses and launch third-party software. Ü Account Owner of Corporate LMSÜ Directed and implemented building of content from the ground up. Ü Ensure that all projects (between 4 – 11 at once) are delivered on-time, within scope and within budget by meeting daily or weekly with departments These projects comprised of 80 percent department related and 20 percent company related.Ü Coordinate digital teams – UX, Graphic Design and Web Development Teams to provide consistent look and feel on LMS project. Blended with main corporate site for positive user experience. Ü Successfully communicated road map to Executive board. Saved $49K the first year and 90K the next year.Ü Manage complete process of product life cycle for updating company LMS. Provided detailed explanation of loss of ability to measure student activity and provide data to enable additional sales of $10K. Did research of main candidates to replace LMS (6). Conducted interviews with LMS candidates to narrow down to final two. Participated in negotiations that provided a signed contract that updated the current LMS and saved the company $40K. Created roadmap for integration of new LMS. Worked with engineering and UX to provide look and feel consistent with main web site. Trained departments on use of new LMS. Supervised rollout to customers within six months of signed contract.
  • Professional Marketing International
    Financial Trainer
    Professional Marketing International Apr 2014 - Nov 2017
    Individual training of customers in a one-on-one setting Curriculum DeveloperEdit training courses for company-wide training program.
  • Open Doors Group
    Product Manager Educational Services
    Open Doors Group Jul 2013 - Apr 2014
    Senior Project Manager for Leadership Training Course for Junior Colleges and Universities.
  • Td Ameritrade
    Investment Coach/Trainer
    Td Ameritrade Dec 2002 - Apr 2012
    Omaha, Ne, Us
    I gained additional experience as an instructor for TD Ameritrade’s educational division of high-level investment strategies. Here I averaged per year over 200 group webinars, 3,000 teaching sessions, and instructing a large workshop.In addition to honed teaching skills, I helped develop and edit other educational content including written coursework
  • Investools/Tdameritrade
    Investment Coach
    Investools/Tdameritrade Dec 2002 - Apr 2012
    Individual training of customers in a one-on-one setting (over 3,000 in 2011)Conducted training classes over the internet nationwide (over 150 in 2011)Taught four classes a week online for Stock Investing, Options Investing, and Automated InvestingAchieved highest level of certification for coachesTaught classes on Advanced Option strategiesTaught classes on Forex Curriculum DeveloperEdited training courses for company-wide training program.Development team for Automated Investing curriculum (2012
  • Investools
    Financial Coach
    Investools 2002 - 2012
    Individual training of customers in a one-on-one setting (over 3,000 in 2011)Conducted training classes over the internet nationwide (over 150 in 2011)Taught four classes a week online for Stock Investing, Options Investing, and Automated InvestingAchieved highest level of certification for coachesTaught classes on Advanced Option strategiesTaught classes on ForexCurriculum DeveloperEdited training courses for company-wide training program.
  • Nextpage
    Project Manager
    Nextpage Jun 1989 - Oct 2002
    Organized projects according to created timelinesWorked closely with customer contacts to meet deadlinesGathered resources from other teams to meet project deadlinesShipped project components to third-party for completionConducted team reviews for each project completed Solutions DeveloperDeveloped solutions for customers using C++, Perl, Tawk, Javascript, HTMLTraveled to customer locations for solution installation and training of employeesConducted training on core software components, both internally and externally
  • Nextpage
    Consultant/Trainer
    Nextpage Jun 1984 - Oct 2002
    I then moved on to doing consulting for an Inc 500 company and traveled across the US and to Europe doing training and coaching. I worked mostly in one-to-many settings helping clients understand the systems developed for them.
  • Nextpage Corporation
    Technical Trainer
    Nextpage Corporation Oct 1984 - Oct 2002
    Individual training of customersConducted training classes world wide.Edited training courses for company wide training program.

Stephen Woodis Skills

Public Speaking Marketing Sales Customer Service Public Relations Coaching Training Editing Teaching Team Building Project Management Strategic Planning Employee Training Leadership Microsoft Excel Entrepreneurship Access Management Program Management Team Leadership Investments Microsoft Office Leadership Development E Learning Organizational Development Analysis Web Development Javascript Angularjs Css Html Talent Management Network Administration

Stephen Woodis Education Details

  • Western Governors University
    Western Governors University
    Business
  • Devmountain
    Devmountain
    Digital/Multimedia And Information Resources Design
  • Brigham Young University
    Brigham Young University
    English
  • Brigham Young University
    Brigham Young University
    Computer Science

Frequently Asked Questions about Stephen Woodis

What company does Stephen Woodis work for?

Stephen Woodis works for Ivest Plus

What is Stephen Woodis's role at the current company?

Stephen Woodis's current role is Sr. Product Manager at iVest Plus.

What is Stephen Woodis's email address?

Stephen Woodis's email address is ts****@****msn.com

What schools did Stephen Woodis attend?

Stephen Woodis attended Western Governors University, Devmountain, Brigham Young University, Brigham Young University.

What are some of Stephen Woodis's interests?

Stephen Woodis has interest in Health And Nutrition.

What skills is Stephen Woodis known for?

Stephen Woodis has skills like Public Speaking, Marketing, Sales, Customer Service, Public Relations, Coaching, Training, Editing, Teaching, Team Building, Project Management, Strategic Planning.

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