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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Sunstone Drive Charlotte, NC 2 8269 PHONE NUMBER AVAILABLEEMAIL AVAILABLECAREER SUMMARYExperienced Project Operations Manager with 30+ years of experience in progressive management and operational roles in a variety of environments. Experienced in leading internal sales operations, managing cross-functional teams, monitoring project quality standards, and creating in-depth standards, and operational procedures. Highly adept in managing strict timelines, maintaining project budgets, and building strong relationships. Experienced in corporate diversity and inclusion leadership, and development. Experienced board member of university business school advisory council, and 501C3 non-profit organizations.
KEY COMPETENCIESOperational Management - Project Management - Mergers & Acquisitions - Policy Development - Budget Development & Tracking - Project Tracking - Project Scheduling Logistics - Staff Management - Risk Assessment Operational Risk Management - Change Management - Process Design & Improvement - Project Timelines & Workflow
PROFESSIONAL EXPERIENCE
Talent Bridge / Wells Fargo, Charlotte, NCContractor Sustainability Consultant Sept 2020 to Dec 2020 Collaborate with LOB in preparing regulatory Matter Requiring Attention (MRA), and meeting FCRA and Regulation V requirements Monitor, assess, and advise of the activities that validate sustainability of Corrective Actions. Provide the LOB with control and process expertise that ensures that Deposit Products Disputes are reported timely and accurately to credit reporting agencies.Artech, Inc. / Wells Fargo, Charlotte, NC
Contractor Risk Integration Team (RIT) Consultant, Jan 2020 to July 2020
Participate and assist WFVC FLoD (First Line of Defense) and SLoD (Second Line of Defense) with compliance with regulatory requirements. Performed risk mitigation oversight efforts for line of businesses as a member of the Risk Integration Team (RIT)
Used the RCM, SHRP and RCSA tools to report risk, control, and self-assurance activities for the RIT team.
Managed operational risk projects using the Agile methodology approach.Enterprise Solution, Inc / Wells Fargo, Charlotte, NC
Contractor - Technical Consultant, May 2019 to Jan 2020 Assisted the Technology Risk with complying with regulatory requirements. Performed testing and validation of high-risk processes.
Used the RSA Archer/SHRP, and RCSA platforms to assess risk, control, and self-assurance activities and capture results into risk databases. Managed risk projects using the Agile approach.Wells Fargo, Wealth and Investment Management (WIM), Charlotte, NC
AVP, Operational Risk Consultant, Sept 2014 June 2018 Directed day to day activities within a fast-paced environment with focus on increasing productivity and operational efficiency.
Participated on the Corporate Risk Management/WIM BPRM Program Management team that ensured governance and compliance with various regulations such as ERISA, BASEL, Dodd-Frank, DOL, OCC, CCAR, SSAE-16, and SEC requirements.
Utilized tools such as: BIKE, BPRM, CAP, CRAS+, LDR, ORX, RCSA, SHRP (Archer) enterprise risk management systems along with coaching others on risk assessment best practices. Consulted to the line-of-business to ensure compliance with regulatory requirements.AVP, Trust Officer, Business Process Analyst/Consultant Nov 2010 June 2014 Coordinated analytical functions within the organization which included identifying functional requirements, documenting user stories for the project team, supervising cross-functional teams.
Managed large-scale change implementation projects, created process flows, developed comprehensive databases, and updated members of management of project status.
Led the new account setup process for retirement services plans along with being recognized as Subject Matter Expert regarding business process solutions. Led a diverse cross functional project teams using the Agile model, and JIRA tools into requirements documents.
Managed team of Business Analysts in successfully managing change implementation projects.
Developed management reports that analyzed data used in managing the business.
AVP, Trust Officer, Project Manager, Institutional Retirement & Trust, 2000 Nov 2010 Facilitated operations of business and technical projects, overseeing trust setup, and coaching others regarding trust/brokerage account conversions, experienced using Morningstar, and Bloomberg.
Trained new team members on the self-managed brokerage products, handled data mapping account logistics, and created detailed project plans. Led the transition of over 50,000 trust accounts to the SEI Trust 3000 trust accounting system platform. Successfully mapped over 10,000 accounts to the Wells Fargo Securities Beta brokerage system. Served as Project Leader for the Prudential Bank/Wachovia joint venture.
Developed project plans for tracking key business milestones and deliverables.
Created business models for automating the new account setup process.
AVP, Trust Officer, Employee Benefits Accounting Supervisor, Institutional Retirement & Trust, 1995 -2000 Supervised a team of retirement services trust accountants that exceeded team goals and led to multiple promotions for team members.
Managed the production and rendering process for trust accounting statements.
Challenged, trained, and motivated staff to exceed customer expectations, and created shareholder value.
Accounting System Coordinator & Employee Benefits Support Supervisor, 1993 1995 Ensured timely production, and delivery of trust accounting statements to clients.
Researched and resolved trust accounting system related problems.
Coordinated system testing and ensured successful implementation of new enhancements and implementations.
Designed management reports of potential areas of risk and opportunities for improving trust accounting statements process. Coordinated the valuation of trust account assets.
Managed the trust accounting support staff.
Managed the balance scorecard quality process.
Senior Employee Benefits Accountant/Analyst, Institutional Retirement & Trust, 1983 - 1993 Performed audits of trust accounting statements for assigned book of business.
Prepared Form 5500, and other ERISA-related government reports
Managed the production of retirement benefit checks, and ACH invoices. VOLUNTEER
Bless into Unique Care, Inc. Charlotte, NCExecutive Advisor, June 2018 to Present Advise the CEO in setting up the 501C3 non-profit organization.
Established the accounting system for billing clients, and payroll.
Developed the business plans for multiple states roll out of the business.
Diversity Practitioner, Institutional Retirement & Trust 2000 2007
Represented business unit on division diversity council Managed the communications team of the business unit diversity council
Participated on a team that developed a diverse interview process Prepared senior leaders talking points, and coordinated teammate newsletters
Participated in diversity luncheon learning meetings, and employee resource networks (ERN) Served on two corporate diversity and inclusion councilsMEMBERSHIPS & ACHIEVEMENTS Golden Generations, Inc. 501C3 Non-Profit Organization, Advisor,
Bless into Unique Care, Inc. 501C3 Non-Profit Organization, Advisor Nu Gamma Alpha Fraternity Inc.,
Big Brothers & Big Sisters Program, Jazz Charlotte,
WSSU, Business & Economics Alumni Advisory Council Winner of the 2003 Alumni Achiever for the School of Business & Economics at Winston-Salem State University.
SKILLS Advanced experience with Microsoft Office products (Word, Excel, Access, Visio) Executive level presentation Power Point, SharePoint, Pivot tables Financial statement & ad hoc reportingEDUCATION Doctor of Business Administration (DBA) Candidate, Finance, Walden University 2021 Master of Business Administration (MBA), Capella University, 2013 Bachelor of Arts (BA), Business Administration & Economics, Winston-Salem State University, 1979
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