Tracee Robinson, Cfp®, Mba, Cbap Email & Phone Number

St Petersburg, Florida, United States

St Petersburg, Florida, United States

• Product Owner role (2018 – 2021):
• Identified and presented a strategic opportunity to provide an efficient, branded and compliant solution to allow the firm’s Financial Advisors (FAs) to propose recommendations to prospects and existing clients. This.
• Collaborated and built relationships with departments throughout the firm (Marketing, Compliance, Legal, Asset Management) to understand, document, and ensure agreement on approach.
• Performed competitive analysis and research with retail FAs to fully understand Proposal needs.
• Built, maintained and executed a 3+ year Roadmap for the Proposal software application.
• Participated in daily scrum, provided user stories, discussed business requirements, and prioritized the backlog.

St Petersburg, Florida, United States

• Contracted through Kelly Services:
• Facilitated discussions with project participants to resolve conflicts and keep projects moving forward(able to facilitate the completion of several different projects that were previously unable to progress)

St Petersburg, Florida

• Built and implemented the most widely used proprietary application within the firm (this centralized client account system, Client Center, received the BISA Technology Innovation award in 2014).
• Partnered with retail FAs (the business users), UI/UX designers, and software developers to design solutions that would meet and exceed the business need and expectations.
• Wrote detailed business requirements, use cases, and process diagrams and worked with software developers, technical business analysts, and testers (SQM) to implement, test, and launch software.
• Mentored other Business Analysts to improve their understanding of the business domain and bestpractices for business analysis.

Tampa/St. Petersburg, Florida Area

• Developed and communicated appropriate financial strategies based on individual member needs.
• Motivated members to take action on recommendations.
• Fluent in all aspects of financial planning including insurance/risk protection, education funding, asset allocation, retirement planning, estate planning, and income distribution.

• Serve as a liaison between business departments and IT in order to provide solutions to meet user needs.
• Facilitate the collection and analysis of business requirements and translating those requirements to Software Development Teams and Software Testers.
• Gathering and interpreting information from multiple sources (e.g. databases, interviews, etc) and making recommendations based on analysis.
• Lead and coordinate the Systems Integration Testing design and execution efforts for high profile system projects.
• Design and execute test scenarios to ensure the quality of system applications that meet business needs.

Tampa/St. Petersburg, Florida Area

• Prospect for and develop relationships with clients to assist them in reaching their financial goals:
• Develop business and client relationships by participating in networking and community organizations.
• Analyze client financial documents (e.g. retirement, debt, insurance, etc) to determine and document a financial plan for achieving the client’s future financial goals.
• Educate clients about various financial products and the advantages and disadvantages of those products.
• Persuade prospects and clients to take action on recommendations for building their financial future.
• Obtain and verify customer purchase/sale instructions, enter orders, and follow up on completion of transactions.

Tampa/St. Petersburg, Florida Area

• Manage the Quality Assurance Software Configuration Management (SCM) team responsible for coordinating the implementation of proprietary software onto production systems.
• Provide long-range strategic planning for improving controls and processes for software implementation and software version control.
• Delegate projects, oversee work, and provide coaching and mentoring for SCM staff.
• Track activities and progress of SCM staff and communicate status information to management.
• Serve as a first-line resource for SCM staff to answer questions and provide guidance.
• Research and evaluate process improvements and coordinate activities for implementation.

Tampa/St. Petersburg, Florida Area

• Served in many roles at Accenture. Involved in full life cycle development on a utility customer service application with a Client/Server architecture.
• Assigned work, scheduled deliverables, and managed the day to day efforts of a team.
• Provided formal and informal feedback to members of the team.
• Created detailed design specifications based on information obtained from requirements of the client.

Master Of Business Administration (M.B.A.), Information Technology, 3.98

Bachelor Of Science (B.S.), Finance, General, 3.6