Steve Rhee, Mba, A-Csm Email and Phone Number
Steve Rhee, Mba, A-Csm's Location
Irvine, California, United States, United States
Steve Rhee, Mba, A-Csm's Contact Details
Steve Rhee, Mba, A-Csm work email
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Steve Rhee, Mba, A-Csm personal email
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Steve Rhee, Mba, A-Csm phone numbers
About Steve Rhee, Mba, A-Csm
Professional Licenses: • FINRA Series 63 & 65: Uniform Securities Agent State Law • FINRA Series 7: General Securities • FINRA Series 24: General Securities Principal • Insurance Commission State of California - Life & Disability (L&D) A results-oriented leader who can operate effectively at strategic and tactical levels. A leader who understands the importance of communication, relationships, and culture in achieving business goals and driving change. An adaptive leader with strong organizational, goal-setting, team-building, and motivational skills who knows how to align resources and plans with an organization's strategy and deliver meaningful results. Places a strong value on ethical business practices.Specialties: Software UAT and application upgrades, workflow process re-engineereing , manage and lead project plans and provided project oversight from initiation, planning, execution, and closure.Process Improvement, Resource Planning, Team Development and Leadership, Needs Assessment, Proposal Development, Vendor Management, Cost Reduction, Inventory Management, P&L Management, New Business Development, Market Penetration, Trend Analysis, Forecasting, Customer Relationship Management, Data Analysis
Steve Rhee, Mba, A-Csm's Current Company Details
Steve Rhee, Mba, A-Csm Work Experience Details
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Program Management Consultant, Enterprise Program Office (Epo)Pacific Life Oct 2022 - PresentNewport Beach, Ca, UsProgram Lead - $110M Budget Enterprise Finance/Investments/Risk/Actuarial/Reinsurance Transformation (faster, cheaper, better): • Serving as a Strategic Business Partner, delivering meaningful, impactful, and measurable change to a Large-Scale/Multi-Year Enterprise Transformational & Strategic Initiative Program.• Building a Community to gain Alignment Across with Key Internal Sponsors & Stakeholders, External Consultant & Implementation Partners (KPMG)• Tightly Managing Governance, Budget, Scope, Timelines, Change Management Activities
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InvestorKeap Bk Sep 2016 - Present -
Program Manager, Enterprise Quality Program Management Office (Pmo)Rivian Jul 2021 - Oct 2022Irvine, Ca, Us• Delivered Enterprise Quality Programs and Projects – Driving Warranty & Field Service Action Programs across the enterprise• Instituted an End-to-End Field Service Action Process for the Enterprise. Included Rivian issue prioritization, investigation, escalation, data & analytics, service execution and legal reporting. • Influenced Corporate and Program/Project Governance Best Practices -
Strategic Initiatives Program Manager, Program Management Office & Strategic Business AlignmentPacific Life Jan 2021 - Jul 2021Newport Beach, Ca, UsNavigated the Finance Organization, in standing up a $40M Modeling, multi-year, Platform/Software Replacement Program. A system conversion that enabled the business to leverage an actuarial system & processes of a new 1) Platform 2) End-to-End Process Reviews 3) Redefine Roles & Responsibilities. Product Scope included - Fixed Annuities, Variable Annuities and Payout Annuities. Process Transformation included - Reserving, Projections, Cash Flow, Pricing and Hedging. Responsibilities: 1) Overall Program Governance - Steering Committee Board, Program Management, Report out to Enterprise & Divisional Project Portfolio Management Steering Committee, 2) Program's Budget 3) Partner / Relationship Management - Ernst Young, Fidelity National Information Services Inc. and other strategic partners. 4) Program Execution - Leading a Cross-Functional and Partners execution of Program's objections/activities. Highlight: Successfully Completed & Passed Pacific Life Program's Internal Audit.
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Sr. Strategic Initiatives Manager, Program Management Office & Strategic Business AlignmentPacific Life Feb 2019 - Jan 2021Newport Beach, Ca, Us• Financial System Integration - Delivered a future proof Divisional Subledger Process System. Goal: 1) Eliminated manual reconciliations and journal entries, 2) reduced lead time for new products and delivery channels and 3) Improved Analytics and Controls. Implemented formalize project governance & structure to ensure transparency and accountability across all functional areas. While capturing and reporting out on project health & progress to the governing oversight committee and project sponsors/leads.• Product Lifecycle Design – Mapped each functional area workflow activities and dependencies for Variable Annuities, Single Premium Index Annuities, Fixed Annuities and Riders financial product lines. The goal is to provide strategic planning line of sight to the senior leadership team, identify process improvement opportunities and mechanize the product launch process across all functional areas by the leveraging a roadmap tool.
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InvestorSmashpack 2014 - Jan 2021Sold to Designer Whey Protein - Dec 2021
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Corp M&A Finance / Accounting Integration Project Manager, Strategic Initiatives DeliveryFirst American Financial Corporation Aug 2015 - Oct 2018Santa Ana, Ca, UsServed as the M&A Project Manager, Responsible for the Execution of all Strategic Finance & Accounting Integration/Transitional Plans for the Company’s Acquisition, Merger and Dissolution Initiatives. Provided Leadership within a Highly Complex Matrix Organization. Supported the top 3-Major Businesses; Direct/Agency Title Insurance, Mortgage Solutions and Database Solution. • Over $300MM in Acquisition Spend across Different Business Lines. Onboarded 22-Various Sized Stock & Asset Acquisitions. Tackled Transitional Service Agreement Timeline Challenges & Standardized Accounting Integration efforts. • Executed over 25-Enterprise Legal Mergers within the the Finance & Accounting space. • Lead Finance & Accounting Teams with Asset Dispositions, Dissolutions and Sales. • Stakeholder Management: Built and Maintained Relationships with Sellers, Buyers, Business Sponsors and Project Team.• Lead in Accordance to Servant Leadership Guiding Principles throughout the Integration Cycle.• Responsible for Deal Knowledge Management. -
Program Manager, Transformation Program ManagementQbe North America Jul 2013 - Jun 2015New York, Ny, UsProvided Program Management Support for Quantum: North America Global Transformation Program - Business Process Outsourcing (BPO).Strategy: •Simplification: Simplify tasks across and within QBE’s divisions•Standardization: Adopt one best QBE way of working globally•Ongoing excellence: Use global scale to learn, innovate and continuously improve.Execution: • Ensured that the Quantum Transformation Program overall benefits and objectives are met for North America (NA) in an effective and efficient manner while ensuring the integrity and quality of the NA operation.• Specifically supported Business Process Outsourcing for NA Finance and Human Resource workstreams with multi-wave, multi-year program’s execution and deliverables from NA to Manila, Philippines. Provided a $14.4M total run savings.• Provided Program Governance to ensure executive and group level reporting accuracy, track & monitor risks and issues and ensure alignment and conformity with Program’s Methodologies provided by Accenture Consulting Partner. -
Project Manager, Strategy And GovernanceQbe, Financial Partner Service (Formerly Balboa Insurance Group, A Bank Of America Company) Feb 2012 - Jul 2013• Managed and Governed QBE FIRST's Transition Services Agreement (TSA), efforts to decouple from Bank of America technology services.• Supported QBE North America's integration efforts
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Operations / Brokerage Account Manager, Product And SalesBank Of America Aug 2010 - Feb 2012Charlotte, Nc, UsSupported Balboa Insurance Service, a force insurance placement business in wind / flood products for banks & lenders. -
Regional & Practice Development ManagerWestern Dental Services Jan 2010 - Jun 2010Orange, Ca, Us• Increased bottom by line 8% through operational excellence projects and extensive data analysis - zero staff turnover by increasing employee morale, streamlining the supply ordering process, reduction in overtime, crossed trained front & back office employees, increased workflow efficiencies by providing consistent service across the region. • Responsible for P&L management and $15 million in revenues a year. • Provide leadership and vision to develop and grow 10 orthodontic offices throughout Southern California. • Train, develop and provide oversight to managing doctors, office managers and front and back office staff• Strategic Consulting, including business plan & sales strategy development.• Developed office standard operating procedures and standard work flow charts.• Project managed the opening of two new orthodontic offices in different cities. -
Director Of Business DevelopmentLayer Cake Marketing May 2009 - Dec 2009Irvine, California, UsSmall Business Consulting - Online Strategy & Marketing• Provided small business owners with consulting services - Business Plan Development & Strategy & Marketing Plans.• Specialized in Web Development & Hosting - Scope Development, Site Structure and Content, Copy-writing, Search Engine Optimization, and all Project Management Activities. -
Mba StudentNational University Of Singapore Aug 2007 - May 2009Singapore, SgMaster in Business Administration - Strategy & Organization Specialization• Globally Ranked 35th by Financial Times MBA Ranking 2009• The Association to Advance Collegiate Schools of Business (AACSB) Accredited KEY MBA PROJECTS• Technopreneurship: Cultivated and led a diverse team in developing a technological product business plan and presented our business plan to local venture capital groups and angel investors. Went on to enter several other worldwide business case competitions - NUS Entrepreneurship, McGinnis Venture Competition, IIM-Pact competition.• Consumer Behavior Marketing: Placed 1st in marketing case competition, whereby the team utilized primary & secondary data to understand Nivea Body Lotion’s local presence and made recommendation to increase its business opportunities and enhance its perceived image.• Channels and Pricing Strategy: Provided an in depth analysis of Philippine petroleum company, Petron. Presented challenges with existing channels and distribution as well as made recommendations to overcome these ingrained obstacles. -
Co-Founder, CeoDurand Sep 2008 - Feb 2009Technology designed for women (investigated potential for Venture funding)
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Project ConsultantWamu Investments, Inc. (Washington Mutual) May 2008 - Jul 2008Primarly served as a project consultant for ad hoc projects for three different business units.Assisted the VP of Call Center to define project requirements, gather data from various sources, analyze data for business recommendations to reduce incoming calls. Coordinated the efforts of the National Sales Conference by leading meetings to organize and develop sales tools and other related marketing efforts. Concurrently, revamped many sales forms by working with business owners and the sales team to make them user-friendly.
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Operations Manager, Support Services DepartmentWm Financial Services, Inc. (Washington Mutual) Jun 2005 - Oct 2006• Responsible for $6mm in G&A, 25% reduction from $8mm G&A from added technology & systems and other resource management/allocation. • Managed 3 business units: Imaging and Workflow Services, General Services, Administration Services. Worked out of two different site locations - Fullerton and Irvine. Responsible for all incoming sales documents. Managed the mailroom operation, imaging and workflow processing, and records retention / retrieval. Also responsible for facilities, security, badge access, restacks/relocation, and technology procurement for new employee hires. Assisted with technology inventory and equipment purchase/lease agreements. Employee hiring, training and reporting budget variances. Liaison with National Fidelity Service (Fidelity) for imaging platform and managed multiple business partner / service vendors.
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Operations Manager, Administration Services DepartmentWm Financial Services, Inc. (Washington Mutual) Apr 2002 - Jun 2005Provided the organization facilities services in partnership with CBRE , building and employee security,records retention and retrieval, forms - procurement distribution/design/re-engineering with the partnership of outside vendors & moving to digital format, responsible for trade confirmation design/data /vendor management, and services on many ad hoc projects .
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Project Analyst, Account Administration Services DepartmentWm Financial Services, Inc. (Washington Mutual) Jun 2001 - Jul 2002Provide on going support for the VP of Operation. Prepared meeting agendas, meeting minutes,followed up on next steps / action items, tracked & measured progress of project resources / timelines,performed analysis on backoffice document workflow, surveyed sales force & recommended backoffice best practices, and served on many ad hoc projects as a resource.
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Licensed Financial Sales Associate - IiWm Financial Services, Inc. (Washington Mutual) Jan 1999 - Jul 2002• Produced - $15K in GDC monthly average, over $200K in GDC annually. • Presented and closed several large commission generating sales presentations - $100K plus.• Built both client and mutual fund wholesaler relationship that translated to business opportunities.
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Bank Teller, Consumer Retail BankingWashington Mutual, Inc. 1997 - 1999New York, Ny, Us• Interned at Salomon Smith Barney (Summer of 1998).• Maintained and serviced the financial needs of existing and new clients. • Promoted cross-selling opportunities by increasing product knowledge and engendering client trust.
Steve Rhee, Mba, A-Csm Skills
Vendor Management
Management
Leadership
Program Management
Process Improvement
Change Management
Team Building
Crm
Business Process Improvement
Analysis
Business Strategy
Training
Project Management
Operations Management
Risk Management
Team Leadership
Business Development
Business Planning
Marketing
Integration
Budgets
Sales
Finance
Process Optimization
Human Resources
Entrepreneurship
Banking
Data Analysis
Cross Functional Team Leadership
Project Planning
Forecasting
Marketing Strategy
P&l Management
Management Consulting
Process Management
Process Engineering
Business Process
New Business Development
Organizational Leadership
Leadership Development
Process Mapping
Customer Relations
Team Management
Mentoring
Income Statement
Recruiting
Business Change Management
User Acceptance Testing
Business Management
P&l
Steve Rhee, Mba, A-Csm Education Details
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Uc IrvineProject Management Certificate -
National University Of SingaporeSpecializations: Strategy And Organization
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Uc IrvineSociology
Frequently Asked Questions about Steve Rhee, Mba, A-Csm
What company does Steve Rhee, Mba, A-Csm work for?
Steve Rhee, Mba, A-Csm works for Pacific Life
What is Steve Rhee, Mba, A-Csm's role at the current company?
Steve Rhee, Mba, A-Csm's current role is Enterprise Program Office at Pacific Life Corp.
What is Steve Rhee, Mba, A-Csm's email address?
Steve Rhee, Mba, A-Csm's email address is sc****@****ail.com
What is Steve Rhee, Mba, A-Csm's direct phone number?
Steve Rhee, Mba, A-Csm's direct phone number is +194967*****
What schools did Steve Rhee, Mba, A-Csm attend?
Steve Rhee, Mba, A-Csm attended Uc Irvine, National University Of Singapore, Uc Irvine.
What are some of Steve Rhee, Mba, A-Csm's interests?
Steve Rhee, Mba, A-Csm has interest in Working Out, Aquarium, Listening To Music, Children, Mountain Biking, Sky Diving, Economic Empowerment, Pc Gaming, Education, Snow Boarding.
What skills is Steve Rhee, Mba, A-Csm known for?
Steve Rhee, Mba, A-Csm has skills like Vendor Management, Management, Leadership, Program Management, Process Improvement, Change Management, Team Building, Crm, Business Process Improvement, Analysis, Business Strategy, Training.
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