Susan Lumpp

Susan Lumpp Email and Phone Number

Fractional COO | Operations Manager | Technology | Events @ SHERI FITTS & CO.
Susan Lumpp's Location
Kansas City, Missouri, United States, United States
Susan Lumpp's Contact Details
About Susan Lumpp

Turning Chaos into Organized Chaos - That's My Superpower!I'm that rare breed of project manager who actually gets a kick out of untangling the messiest of messes. You know that moment when everyone's running around like headless chickens, deadlines are looming, and it feels like the sky is falling? That's when I'm at my best.Why? Because I've spent years honing my skills in the art of "organized chaos." As a Strategic Project/Program Office (PMO) Manager, I've seen it all - from multinational corporations to determined startups. And let me tell you, whether it's in New York, Tokyo, or anywhere in between, chaos speaks a universal language. Luckily, so do I.What Makes Me Tick?I live for those moments when a tangled web of projects suddenly starts making sense. It's like solving a giant puzzle, except the pieces are constantly changing, and sometimes they're on fire. My secret sauce? A blend of analytical thinking, process-oriented strategies, and a dash of human psychology. I don't just manage projects; I nurture teams, smooth out wrinkles in communication, and turn potential disasters into success stories.Why Should You Care?If you're in the financial services sector, technology space or nurturing events space and find yourself thinking, "We need someone who can handle this craziness," - well, you've just hit the jackpot. As a fractional COO, I bring a wealth of experience in:- Corralling unruly project portfolios into submission- Turning "we can't do that" into "watch us make it happen"- Building dream teams that actually talk to each other - Making sense of regulatory mazes without losing our sanity- Stretching budgets like they're made of elasticBut Don't Just Take My Word for ItThroughout my career, I've left a trail of organized chaos in my wake. From steering international projects across Europe, Latin America, and Asia to implementing PMOs that actually make sense, I've seen it and fixed most of it.So, if you're looking for someone who can dive into your company's chaos, emerge with a plan, and actually make it work - all while keeping a smile on their face - let's chat. I promise to bring the coffee and the crazy ideas. You just bring the chaos. Remember, in a world of order-seekers, sometimes you need someone who can surf the waves of chaos.

Susan Lumpp's Current Company Details
SHERI FITTS & CO.

Sheri Fitts & Co.

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Fractional COO | Operations Manager | Technology | Events
Susan Lumpp Work Experience Details
  • Sheri Fitts & Co.
    Fractional Coo
    Sheri Fitts & Co. Apr 2023 - Present
    Portland, Oregon, United States
    Oversee project management for key initiatives, ensuring alignment with business goals and timely execution.Manage the process for the annual SWAY Conference, coordinating logistics and driving successful outcomes.Collaborate closely with leadership to enhance client experience and expand business opportunities.Oversee the production and strategic development of the company’s podcast, aligning content with brand objectives and audience engagement goals.
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  • Morgan Stanley
    Project Consultant
    Morgan Stanley Mar 2022 - Dec 2022
    New York, New York, United States
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  • Hub International
    Project Consultant
    Hub International Jul 2018 - Dec 2021
    Retirement And Private Wealth San Diego, Ca
    • Administrator of Solicitor Referral Program (applicant to payout)• Developed/documented initial Retirement Services M&A Acquisition process for efficient execution• Due Diligence/Implementation CRM, Account Management, Accounting and Compliance IT Solution Package• Secretary of HIIA, HIIS, HIA, TCG and Sheridan Road Boards• Marketing Liaison-coordinating various strategies with thought leaders and marketing
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  • American Century Investments
    Vice President Marketing
    American Century Investments Oct 2016 - Jul 2018
    Kansas City, Mo
    • Developed/Implemented a hybrid agile process framework to streamline practices resulting in measurable efficiencies• True servant leadership, facilitation, conflict resolution, empowerment and continual improvement creating a transparent process• Leadership of Design Team• Preparation/Facilitation of Marketing Leadership meetings• Member of Taskforce for Agile Transformation at corporate level
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  • Keller Graduate School Of Management
    Visiting Professor
    Keller Graduate School Of Management Jul 2014 - Oct 2016
    Greater San Diego Area
    Teaching graduate courses in Project Management, Business and Human Resources. Student review scores consistently rank above 3.7 out of 4.0 (92.5 Percentile)
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  • Brightscope
    Vp Project Management
    Brightscope May 2014 - Feb 2016
    San Diego, Ca
    Established Project Management Office based on strategy supporting the company mission. Responsibilities include troubleshooting current projects to success, developing the PMO infrastructure, developing and implementing policies and procedures, project metrics, and communication strategy for internal and external clients.  Development Project Implementation Guides for standard software projects. Development and implementation of client surveys and internal best practices surveys. Implemented weekly leadership review of major project statuses, business cases and issues.
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  • Lpl Financial
    Avp, Senior Project Manager
    Lpl Financial Oct 2011 - May 2014
    San Diego, Ca
    Senior Project Manager for Worksite Financial Solutions (WFS) initiative. Responsibilities include managing the day-to-day operational and tactical aspects of software development with vendors, implementation with various record keepers, budgets as well as additional projects for the Retirement Partners Department. Reviewing high-level deliverables across projects and minimizing our exposure and risk by ensuring that the project stays in scope, within budget and on schedule. Successfully managed WFS with cross functional teams and various vendors within an accelerated timeline. Lead the project team to create a stable software program while simultaneously integrating various record keepers to the dual platforms.  Managed vendor and procurement function; developed the process for streamlining the practice from contract review, remediation and closeout. Monitored and mentored various project managers through conflicts and time constraints. Valuable resource to senior management for any critical project initiated to support department objectives.
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  • Trust Administration Services
    Vice President/Mgr Of Operations
    Trust Administration Services Nov 2007 - May 2010
    Charged with realigning operations uniquely focused on retirement assets. Managed 20+ staff to administer cash in/out, wires, investment processing (trading), distributions, and transfers in/out as well as settlements with a 3rd party bank relationship and DTC through a brokerage firm. Directed IT support for the division (50+ specialists), including server support and system upgrades. Managed tax processing  mapping, quality control and file transmissions. Strengthened scope and accuracy of both Mail Services and Document Imaging systems along with policies and procedures to streamline and standardize related processes. Cleared 6,000+ exceptions in asset fair market valuations in less than 1 year, impressing the FDIC with such an accelerated timeline. Designed and executed a client communications plan. Raised productivity and morale by resolving difficult staff issues. Set higher performance standards and terminated 7 people reducing staff from 30 to 23 while taking on additional volume.
  • Maui Wowi / Marilyn'S Espresso
    Proprietor
    Maui Wowi / Marilyn'S Espresso May 2006 - Nov 2007
    Established coffee and smoothie shops (4) with gourmet taste and exemplary customer service.
  • Lpl Financial
    Assistant Vice President
    Lpl Financial Mar 2002 - Mar 2006
    Directed production of monthly brokerage and performance statements, including managing 5 vendors, materials management and staffing. Directed custody/vault operations, including securities deposits/DTC. Saved nearly $1M over 3 years through a paperless initiative, renegotiations of contracts, alternative-mail strategies, and selective color tint changes. Raised DALBAR statement rating from 6 to 3 over tenure, less than 1 point below “excellent” in 2004. Statement Design Tool has been cited as a ‘Best Practice’ in statements from DALBAR. Created a higher degree of accuracy for the statement review process by initiating a Training Certification Program for statement reviews. Orchestrated statement process for 1 bankrupt company and integrated 2 other companies, along with suppliers (envelope and paper) without missing a timely, monthly statement. Effort included IT solutions to transmit data to vendors, date security solutions and data balancing.
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  • Charles Schwab & Co., Inc
    Director Of Operations, International Services
    Charles Schwab & Co., Inc Jul 2000 - Mar 2001
    Led operations supporting Europe, Latin America, Australia, Cayman Japan, and Hong Kong across functions that included new accounts (including OFAC due diligence), foreign exchange, wired funds, foreign cashiering, international document flow/retention, and offshore funds. Ensured volume capacity, staffing and employee relations for 23-member staff spanning 17 languages, multiple cultures and time zones. Administered $7M budget.  Led 7-member team to roll out 100,000+ new international tax documents in 3 months. Orchestrated team of experts and trained worldwide staff onsite in home countries.  Improved annual internal audit results 2 levels in a single year, including written regulatory and desktop procedures, 5-year paperwork review/overhaul, and a new reverse Series 8 workflow.  Increased revenue and provided a better F/X alternative to clients by launching a foreign exchange service through Cayman subsidiary. Consolidated small F/X services, marketing to a much larger audience.  Expanded a Service Support team for international clients. Retained large dollar clients through difficult problem/situation resolution with unparalleled service and accountability.
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Susan Lumpp Skills

Management Finance Leadership Financial Services Investments Process Improvement Securities Risk Management Banking Team Building Strategy Analysis Due Diligence Training Budgets Vendor Management Customer Service Business Analysis Time Management Program Management Project Management Access Insurance Portfolio Management Teacher Training Change Management Forecasting Financial Risk Marketing Cross Functional Team Leadership

Susan Lumpp Education Details

Frequently Asked Questions about Susan Lumpp

What company does Susan Lumpp work for?

Susan Lumpp works for Sheri Fitts & Co.

What is Susan Lumpp's role at the current company?

Susan Lumpp's current role is Fractional COO | Operations Manager | Technology | Events.

What is Susan Lumpp's email address?

Susan Lumpp's email address is sl****@****ail.com

What is Susan Lumpp's direct phone number?

Susan Lumpp's direct phone number is +161966*****

What schools did Susan Lumpp attend?

Susan Lumpp attended Keller Graduate School Of Management Of Devry University, Keller Graduate School Of Management, Arizona State University, W. P. Carey School Of Business.

What skills is Susan Lumpp known for?

Susan Lumpp has skills like Management, Finance, Leadership, Financial Services, Investments, Process Improvement, Securities, Risk Management, Banking, Team Building, Strategy, Analysis.

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