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Summary

Highly organized and strategic manager with extensive experience in the marketing and communications field. Areas of expertise include project management, ETF channel and product marketing, web and print content development, exceptional writing and editing skills, attention to detail, and understanding of compliance and FINRA guidelines.

Highlights

  • Strong communication skills
  • Detail oriented
  • Exceptional problem solver
  • Ability to forge relationships across organization

  • Project development and life cycle
  • Strategic planning
  • Deadline-driven
  • Processes and procedures
Experience
Director, New Product Enablement 11/2018 to Current Invesco Downers Grove, IL
Recognized for top performance in creating and implementing Marketing's acquisition and integration strategy plan for Oppenheimer Funds by serving as the “connective tissue” across cross-functional teams while ensuring day-1 business readiness of marketing content.
   
Developed and streamlined product launch and acquisition operating processes. Identified requirements for scale, measurement and reporting to continuously improve and optimize Marketing's efficiencies.
Director, Thought Leadership and Solutions Programs 03/2018 to 11/2018 Invesco Downers Grove, IL
Managed and implemented day-1 readiness go-to-market plan for integration of Guggenheim ETF marketing materials, including the website and digital tools during the transfer of Guggenheim ETFs to Invesco Distributors, Inc., allowing Invesco to strategically expand its ETF lineup and become an elite ETF provider. 
 
Implemented digital selling system for thought leadership and education program content aimed to drive content development and messaging to improve client engagement.
 
Developed a consistent and unified narrative for the firm's Global Solutions business unit by creating innovative and targeted collateral with a consistent marketing presence across all client touch points - Institutional and Retail.
Sr. ETF Channel Marketing Manager 11/2016 to 03/2018 Invesco Downers Grove, IL
Managed team of Retail, Institutional, RIA and Capital Market Channel Marketers.
Increased retail channel marketing activities and firm content placement opportunities by providing timely content alignment with product initiatives. Worked with National Accounts to deliver the “total firm” message, driving net new assets. 
 
Strengthened position in the RIA/Institutional markets by creating channel marketing campaigns and channel segmentation, resulting in increased market share. 
ETF Channel Marketing Manager 07/2015 to 10/2016 Invesco Downers Grove, IL
Managed ETF Email Specialist and ETF Retail Channel Marketer.
 
Strategically identified firm content placement opportunities and provided timely alignment with product initiatives. 
 
Initiated offshore of statistical updates to GDS Hyderabad, including writing a charter and working with Invesco colleagues around the globe to develop headcount and budget guidelines, as well as job descriptions.
Sr. Marketing ETF Communications Manager 12/2014 to 06/2015 Invesco Downers Grove, IL

Hired, trained and managed a team of marketing professionals, including empowering them and aiding in their career growth. Directed strategic initiatives to grow the Marketing department by developing 27 process flows, roles & responsibilities, identified tactical tasks hindering growth and initiated development plans to solve for existing gaps.

 
Repeatedly recognized for top performance and selected for high-priority initiatives, including the Deutsche Bank Funds Management transfer in February 2015. Managed and implemented marketing plan to update all marketing materials, including the website during the transfer of 11 PowerShares DB Funds from Deutsche Bank to Invesco PowerShares, with an aggregate net asset value of $8.2 billion.
 
Collaborated with internal colleagues as well as Deutsche Bank and ICE Futures U.S. Inc. for a seamless transition of all DB literature and web pages, adhering to brand guidelines, short time frames and review from legal, compliance and index providers. 
Project Manager - Material Compliance 04/2008 to 11/2014 Invesco Wheaton, IL

Promoted to ETF marketing management position within the fast growing ETF business unit, and managed a team of project managers and writers.

 

Increased process efficiency across ETF business unit through compliance enforcement and implementation of a new quality control system, including collaborating with Sr. Compliance Manager to develop and maintain library of risk disclosures, as well as training Product Strategy and Sales on new procedures. 

 

Developed and executed effective project plans, calendars and timelines adhering to departmental processes. Project managed quarterly fact sheet updates, including quality control of all content, compliance changes, AP style, grammar and consistency. Improved QC web processes by implementing a training document, plan and timeline for sales, product development, marketing and compliance. Improved efficiency of quarterly updates by automating 130 ETF product fact sheets, improving time to market by 50%.


Financial Writer and Project Manager 11/2005 to 04/2008 Invesco Houston, TX

Managed mutual fund quarterly commentary, PowerPoint and fact sheet teams, including writing and editing. Promoted to position after demonstrating exemplary project management skills. Defined project deliverables and monitored status of tasks. Drafted action plans, timelines, and led meetings with Product Marketing, Product Managers and Design team to review project status and address prioritization, backlog, team progress and enforce deadlines.

Financial Writer 10/2003 to 10/2005 Invesco Houston, TX

Implemented marketing campaign for the Invesco 529 College Savings Plan in close collaboration with Design, Retirement and Compliance. Wrote and copyedited collateral, keeping voice and tone consistent over six media platforms, including digital and print outlets. Guided junior writer in creating college savings collateral by proofreading and reviewing all print and electronic content for grammar, tone, voice and creative quality. 

This resume is created in 7 minutes.
Professional Overview

High-achieving management professional with over 7 years of experience in financial services domain. I possess excellent project management, project coordination, business development, financial analytical skills and capabilities. An enthusiast keen on devising world class insights and cultivating strong relationships with business partners. 

Skills
  • JIRA, Confluence, Business Analysis,Tableau and R Programming
  • SCRUM/Agile Process Methodology 
  • Six Sigma Greenbelt certified
  • Develop User Stories, Product backlogs and Tableau Dashboards
  • Financial Analysis and Reporting
  • Financial Modeling, Credit Risk Management and Analysis
  • Industrial and Competitor Analysis
  • Microsoft Office Suite - Advanced Excel, Word, Visio, SharePoint, PowerPoint
  • Structure Roadmaps, Timelines, Task lists and communicate expectations with Senior Leadership Team, Stakeholders and Business Partners
  • Project documentation, status decks and go-live activities
Academic Background
Master of Science (Project/Engineering Management) 2019 San Jose State University San Jose , California
MBA (Finance) Edith Cowan University Perth, Australia
Bachelors of Commerce Christ University Bangalore, India
Professional Experience
Finance Project Manager 04/2018 to Current Charles Schwab & Co., Inc. San Francisco, CA
  • Led and coordinated new CSIM product initiatives ranging from Fund Launches, Liquidations, Share Class Consolidations to Sub Advisor transitions
  • Led complex projects to major milestones. Develop and maintain key project governance documentation to ensure the proper amount of structure is applied to enable project success
  • Demonstrate high levels of experience in all aspects of Project Management plan-driven methodology, including Scope, Schedule, Issue & Risk, Vendor, Contract, Execution Governance / Steering Committees, Monitoring, and Control
  • Work with cross functional teams, Business, IT and Product PMO as part of CSIM FACTOR involved in implementation of Data Modernization & Regulatory Projects namely NPort, NCen, Lines of Credit and Liquidity
  • Organize and lead project kick-off meetings, structured agendas, circulated meeting minutes, tracked project progress through JIRA and conducted readiness sign-off meetings
  • Experience in simultaneously handling multiple projects
  • Worked on enhancing process flows, created Visio diagrams, team share point sites and dashboards involving Senior Leadership Team (SLT)
  • Developed business solutions, project roadmaps, devised task lists, socialized milestones and deliverables through communication with business partners, stakeholders and responsible parties
  • Created documentation and implemented procedures for internal operations pertaining to new initiatives
Project Management Consultant 08/2015 to 06/2017 Leopro Consulting Inc San Ramon, CA
  • Worked with senior business leaders, stakeholders and IT leads to coordinate workshops, maintain project progress and complete documentation
  • Used JIRA and Confluence to document and communicate project timelines to team members, sponsors and stakeholders
  • Well established proficiency in project scope development, documentation and communication
  • Managed projects using agile/scrum methodologies and sprint planning
  • Managed SOW, project road map, requirement gathering, user story grooming and project plan
  • Present data analysis results and work cross-functionally with other teams to narrow down to the actions required to improve the metrics
Senior Project Coordinator 04/2011 to 05/2013 HSBC Global Banking and Markets Bangalore, India
  • Created / Reviewed User Stories / Redesigned Work flows / Acceptance Criteria / Test Cases
  • Evaluate Internal and External data elements to be included in predictive models
  • Generated reports, added members, added items to product backlog and reviewed sprint progress using Agile Life Cycle tools like Version One
  • Expertise in writing Requirement Traceability Matrix (RTM),Technical Design Document (TDD), Functional Specification Document (FSD), Functional Requirement Documents (FRD)and Business Requirement Documents (BRD)
  • Managed multiple tasks while meeting deadlines
  • Coordinated with various teams and updated test plans, created Use Cases from the Requirements documents for distinguished User Acceptance Test (UAT)
  • Managed and delivered per service level agreements with multi-region corporate client
  • Used business modeling tools such as Microsoft Visio and Unified Modeling Language (UML) for creating Business Process Models, Use Case Diagrams, Activity Diagrams and Work Flow Diagrams
  • Used dashboards and KPI reports to identify areas of process impacts and worked to ensure appropriate processes for an effective operation
Project Associate 09/2009 to 03/2011 J. P. Morgan Services India Private Limited Bangalore, India
  • Handled Reconciliation process migrations, responsible for requirements, user acceptance testing (UAT), training, implementation and post-implementation reviews
  • Tracked Product backlogs, planning and releases
  • Analyzed and gathered requirements for writing system functional specifications including use cases
  • Created excel mock-ups and performed large data set analysis using advance excel tools like v lookup, pivot table and data imports
  • Monitored and reported application performance with user feedback to enhance functionality/performance
  • Analyzed feasibility of proposals after discussion with end-users
  • Worked with business process owners to address individual gaps through solutions involving custom development or Business Process Improvements (BPI's)
  • Managed business analyst resources work queue, ensured project timelines are met to produce builds to client


Activities and Honors
  • Organized and led Heart walk for the CSIM FACTOR in San Francisco 
  • Awarded Employee of the Quarter at HSBC
  • Led FUN C Committee at JP Morgan, represented the group at many inter-company events and organized several team events
  • Actively promoted 'Green Revolution' NGO in South Bangalore, India
  • Department Representative of Futures Club (Finance) at ECU,Australia
  • Fundraising Volunteer for Asha-Jyothi from 2013 to present
This resume is created in 7 minutes.
Summary

Detail-oriented professional who works effectively without supervision. Proficient in multitasking and maintaining a safe and efficient work area. 5 yrs experience in underground utility construction operating to include but not limited to mini excavator, backhoe and vac truck. 13 yrs experience reading schematics and prints for the installation of satellite antennas for government projects.

Skills
  • Exceptional attention to detail
  • Backhoe operator
  • mini excavator operator 
  • Vac truck experience
  • experience in pipe installation for new construction
  • experience in working with hand tools power tools and pneumatic 
  • forklift class 7 operator
  • experienced in load rigging
  • experienced crew lead
  • knowledgeable in working in confined space and man holes
  • strong mechanical aptitude 
Experience
System Implementation and Installations
February 2001 to June 2014
ITT EXELIS Corperation Colorado Springs, CO Responsible for installation of satellite antennas for government contracts to include complete integration and cable installations of fiber optics and communication electronic equipment. Complete installation of power distribution panels to include testing and trouble shooting of complete systems
Crew Leader
July 2014 to Current
Pauley Construction LLC Colorado Springs, CO Responsible for communicating with the customer to provide completion of job tasks in a safe manner to deliver a quality product. Installation and repair of underground fiber optics, communication cables and conduits. installation and repair of Man Holes, Hand Holes and communication pedestals. Excavation for new fiber optics pipeline in new construction areas. Excavation to expose underground damaged cables for repair and possible replacement. Maintained operator logs, forms and records in accordance with company policies and DOT regulations. Documented daily equipment inspections and submitted daily inspection forms to supervisor. Operated equipment safely and efficiently at all times.
Education and Training
Training and Certifications
OSHA 10-hour construction safety and health
Digger Derrick/bucket truck/placer truck training
Confined space training
Forklift class 7 certified
Overhead crane certified
This resume is created in 7 minutes.
Summary

Enthusiastic natural leader and mentor. Accomplished professional with a diverse range of technical experience. Analytical thinker, well suited as a business/systems analyst adept at working in diverse environments. While my recent career accomplishments and educational achievements reflect a progression in Project Management, I'm driven by curiosity and learning.

Education
Bachelor of Science Expected in 2020 Metropolitan State University of Denver, Denver, CO
  • Pursuing BS in Computer Science with a minor in Cyber Security.  Current GPA 3.9      
Certificate of Completion: Certified Scrum Master, CSM, CSP CollabNet / VersionOne
Certificate of Completion: PMI - Project Management Colorado State University, Denver, CO
  • Pursuing PMP credentials.
Relevant Skills
  • PMBOK
  • System(s) Implementation
  • Software Requirements Analysis 
  • Project Scheduling
  • HCM, CRM system(s)
  • Process improvement
  • Microsoft Excel, Word, Outlook, Access, Project
  • Microsoft OS, SharePoint & SQL database
Volunteer Experience

Senior League Commissioner - Mile-Hi Bullseye Darts - 501(c)(3) Charitable Organization 05/2008 to 06/2018

  • Direct a committee of eight, manage a league of 200 + members
  • Chair board meetings, conduct strategy sessions, and routinely meet with league vendors/sponsors/donors
  • Responsible for website/database maintenance, bank deposits/reconciliations and state filings
  • As the data analyst and league statistician I created queries to produce league reports through MS Access
Career Experience
Department of Homeland Security May 2018 To Feb 2019, CO Transportation Security Officer, 0303 SVD Band GS6 05/2018 to 02/2019
  • Operating various screening equipment and technology to identify dangerous objects in baggage, cargo and on passengers, and preventing those objects from being transported onto aircraft
  • Performing searches and screening, which may include physical interaction with passengers (e.g., pat-downs, search of property, etc.), conducting bag searches and lifting/carrying bags, bins, and property weighing up to 50lbs
  • Controlling terminal entry and exit points
  • Interacting with the public, giving directions and responding to inquiries
  • Maintaining focus and awareness while working in a stressful environment which includes noise from alarms, machinery and people, crowd distractions, time pressure, and disruptive and angry passengers, in order to preserve the professional ability to identify and locate potential life threating or mass destruction devices, and to make effective decisions in both crisis and routine situations
  • Engaging in continuous development of critical thinking skills, necessary to mitigate actual and potential security threats, by identifying, evaluating, and applying appropriate situational options and approaches. Applying when necessary risk-based security screening protocols that vary based on program requirements
  • Provided information to managers, co-workers, subordinates and stakeholders by telephone, in written form, via e-mail and in person
  • Monitor processes and evaluate information according to SOP requirements
  • Retaining and implementing knowledge of all applicable Standard Operating Procedures (SOP), demonstrating responsible and dependable behavior, and is open to change and adapts to new information or unexpected obstacles
JEWELL INSURANCE ASSOCIATES Greenwood Village, CO Project Manager Professional Services - HR - Payroll - Benefits 05/2010 to 04/2016
  • Owned projects and system enhancements through entire life cycle from requirements gathering to implementation and support
  • Managed 100+ small to medium sized HR/Payroll client accounts generating million+ annual gross in revenue
  • Utilized SaaS in providing B2B solutions, skilled in report generating
  • Performed data migration migrating client HR/Payroll data over from old system to new system
  • Received and accurately entered into appropriate personnel data base, in a timely fashion, requests for a variety of actions effecting both employees and clients, such as start dates, transfers and separations
  • Used relevant information and individual judgement to determine whether events or processes comply with laws, regulation, or standards
  • Process client payroll(s), updated payroll records by entering changes in exemptions, insurance coverage, savings deductions, and job title and department/division transfers
  • Prepared reports by compiling summaries of earnings, taxes, deductions, leave, disability and nontaxable wages
  • Determined payroll liabilities by calculating employee federal and state income and social security taxes and employer's social security, unemployment, and workers compensation payments
  • Resolved payroll discrepancies by collecting and analyzing information
  • Provided payroll information by answering questions and requests
  • Maintained payroll operations by following policies and procedures and reported in/out needed changes
  • Created and managed performance metrics to identify inefficiencies and areas needing process improvement
  • Maintained client confidences and protected payroll operations by keeping information confidential
  • Saved organization roughly $150K in annual IT related operating costs by improving internal processes
  • Informed, updated and briefed executives, peers and subordinates on relevant information in a timely manner
DENVER HEALTH MEDICAL CENTER Denver, CO Consultant - Implementation Project Manager 05/2008 to 05/2010
  • Primary responsible for a PC to virtualized workstation campus wide conversion.   
  • Coordinate all the activities related to customer engagement, product implementation until handing over the account to technical support with goals as successful implementations while keeping the customers happy.
  • Create project plans, milestones, communicate and collaborate effectively with all parties.
  • Collaborate with customers including with their IT organization in answering any product, software and security related questions including filling customer security and compliance questionnaire if asked.
  • Coordinate any issues resolutions during the installation process.
  • Maintain installation reports, data and present to internal team and management as needed.
  • Deploy critical thinking and exercise best judgment with objective and subjective criteria to determine when escalation is necessary to ensure client concerns are addressed timely. Execute escalation processes with managerial oversite.
  • Saved this client $100,000 in consulting costs by repurposing project headcount.


THOMSON REUTERS Westlaw Greenwood Village, CO Consultant - Senior Technical Analyst 07/2005 to 05/2008
  • Provided QA support using test case methodology. Collaborated with software developers on software "bug" fixes for Thomson's MicroMash CBT software
  • Identified bottlenecks and deficiencies in the customer support experience. Helped to development and implement new processes and procedures on how telephone support was handled. This resulted in a 30% increase in customer satisfaction and reduced 1099 headcount by 2
  • Coordinated the development & implementation of a trouble ticket database
  • Provided outstanding communications to internal staff and external customers warranting numerous performance merits and three contract extensions
DAVE SQUARED, LLC Aurora, CO Franchisee - Owner/Operator 07/2003 to 06/2005
  • Directed and managed a staff of 9 full & part time 1099 and W2'd employees. 
  • Developed various incentive performance plans used to motivate staff resulting in a 20% increase in sales. 
  • Developed employee training programs which helped to increase customer satisfaction by roughly 12%. 
  • Responsible for all accounts receivables/payables, payroll and purchasing. 
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VERIZON WIRELESS Greenwood Village, CO Senior IT Project Manager 02/2000 to 07/2003
  • Acting Project Manager/Liaison between their IT and Customer Care departments. 
  • Managed the mountain regions hardware/software refresh projects.  
  • Directed technological research by studying organization goals, strategies, practices, and user projects.
  • Managed a staff of 9 full time 1099 and W2 IT support technicians.
  • Maintains staff by recruiting, selecting, orienting, and training employees; maintaining a safe and secure work environment; developing personal growth opportunities.
  • Recommended information technology strategies, policies, and procedures by evaluating organization outcomes; identifying problems; evaluating trends; anticipating requirements.
  • Overseeing equipment needs to ensure upgrades and reconfigurations were requested and completed as needed.  
  • Provided onsite collaboration with the Senior PM on a new multi-million-dollar 2000 seat Customer Service Center build out.    
  • Maintained professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.
  • Managed the delivery and installation of technology solutions.
  • Directed maintenance of equipment and installed software applications inventory for property verifying compliance with licensing regulations.  
  • Planned and coordinated information technology related equipment installations, moves, additions, changes, and system enhancements to improve reliability and performance.
  • Analyzed information and evaluated results to choose the best solution and solve problems.  
  • Established and facilitated communications and consensus building across the company to verify business and user requirements were met.  
  • Exchange administrator, maintaining files, records, schedules, distribution list and calendars.  
  • Assisted and advised management in the execution of operational matters and procedures.  
  • Expertise in conflict resolution.


PDS, INC Englewood, CO Consultant - QA Tester - Business System Analyst 09/1998 to 02/2000
  • Tested and Analyzed IBM's ICMS Version 5.1 Customer Care and Billing Solution platform.   
  • Helped identify and worked to resolve software "bugs" uncovered during regression style testing. 
  • Exposure to various testing methodologies:  UI, Functional, Regression, Ad-hoc, Performance, and Integration testing. 
  • Designed and ran manual test cases, prepared reports and presented report results to senior staff. 


CommNet Cellular Inc. Greenwood Village, CO Senior Network Administrator - LAN/WAN 04/1994 to 08/1998
  • Researched, negotiated and instituted standard server and workstation configurations for headquarters and remote sites while establishing a corporate wide server and workstation standard to simplify network environment and troubleshooting.
  • Oversaw network infrastructure and monitor system reliability and performance.
  • Planed and implement network security, set up firewalls, manage host security, apply cryptography to network applications, and regulate file permissions.
  • Supported operating capability of networks, both wireless and wired.
  • Created curriculum and conducted training sessions to teach users  MS Windows and MS Exchange. Collaborated with other network systems administrators on future IT development projects and initiatives.
  • Responded to unplanned events that adversely affect the network or computing environment.
  • Assigned user accounts and granted permissions to shared resources. Demonstrated to senior management through the use of permission settings the safety and security of data.
  • Investigate, recommend, and install enhancements and operating procedures that regulate network availability.
  • Oversaw technicians responsible for repairing, servicing, and or replacing parts, boards, and equipment for Dell, Compaq, Toshiba, Hewlett Packard, Packard Bell, IBM and Xerox computers.


United Parcel Service Kingston, NY Center Metro Supervisor 09/1987 to 04/1994
  • Directly supervised 15 - 20 part-time package handlers
  • Provided innovative and effective leadership and cultivates a functional working relationship with all levels of personnel throughout the organization
  • Established and promoted a positive, team-oriented work environment emphasizing employee involvement, pro-active communication, inter-departmental cooperation, and continual improvement on all levels
  • Managed department resources to ensure maximum output, accuracy, and efficiency at all times. Ensure that all department and/or corporate policies and procedures are communicated, understood, and adhered to
  • Functioned as an effective liaison and advocate on all levels to ensure that employee, department, and corporate needs are addressed in a timely and productive manner
  • Established and maintained an aggressive cross-training program within the department to promote development, enhance flexibility, and ensure backup coverage of vital functions and processes
  • Ensured that all department employees receive specific and detailed orientation, skills and safety training, appropriate materials and information, regular evaluations, and pro-active coaching to support their continued development