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Click here or scroll down to respond to this candidateCandidate's Name
Bremerton, WA PHONE NUMBER AVAILABLE EMAIL AVAILABLERESOURCEFUL AGILE PROGRAM MANAGERAgile Delivery Leader Program Manager Data Analyst Consultant Product Strategy ManagerProject Management Stakeholder Management & Engagement SLCD Agile Methodology IT Data Analytic PM Delivery Leader Change Management Specialist IT Project ManagerGolden Prospect Award Marketing & SalesWORK EXPERIENCENationwide Mutual Insurance Company -Unicon 2020 - presentData Analytics and IT Agile Delivery Leader Project ManagerConsultant 2020 - presentAgile IT Project Manager Delivery Leader driving multiple BSAs SDLC business enterprise efforts to upgrade Nationwide products, processes, and software. Data Analytic IT PM for updating internal and external digital user interfaces through ongoing project initiatives. Project planning for developing enterprise data analytics software upgrades. Develop new UI web content, build new product script software, validation testing, and resulting in new web content and user access. Certified team Scrum Master. Change management tracking.Project Financial management, budgeting, forecasting, and Cost control with Planview andJIRA.Third party vendor liaisonManaged five simultaneous projects, each with a $1 million budget, from start to finish.Headed a risk management team of three, implementing SEC product regulations for a large financial firm, resulting in a 38% revenue increase.Leveraged Kanban with JIRA and Workfront project intake, enhancing team productivity by50%.Led 10-12 Agile / Scrum team PMs in successfully delivering eight projects, meeting onboarding regulatory conditions for deploying 23 new insurance products across 26 states.Collaborated with tech architects, SMEs, and offshore vendors to implement regulatory change requests and compliance software updates across four locations within a year.Spearheaded the SDLC project team effort to modernize Nationwide IT's internal and external digital user interfaces, driving ongoing project initiatives.The Agency IMO Oak Tree Financial Nov 2017 - Oct 2020Contractor - Develop and execute the marketing and sales strategy projects to prepare for a new Insurance product launch. Make critical decisions about the retail product/service launch and monitor task completion. Oversee sales & and marketing efforts. Maintain regulatory compliance with Federal, State, and local health care statutes for providing information and protection plans regarding Medicare solutions and protection.Assisted working adults and T-65 seniors in choosing appropriate Medicare Healthcare plans to meet their long-term financial goals through customized insurance plans based on key objectives.Developed economic models to support decision-making; assessed financial liabilities exposure, including multiple scenarios for sensitivity analyses across different options.Conducted comprehensive SWOT risk reviews & detailed assessments annually to provide essential information on Medicare solutions and protection plans.Cultivated a customer-centric service approach through needs analysis and market positioning using audits, questionnaires, and survey results.Optimized client acquisition marketing strategies by implementing effective CRM technology in an independent sales office setting.Performed post-mortem analyses to determine the effectiveness of crucial insurance investment decisions, improving future strategic planning.Empowered individuals and families with customized Healthcare Insurance and protection plans.Pioneered inventive marketing/sales strategies for successful new insurance product launches.Supervised sales, ensuring strict adherence to Federal, State, and local healthcare laws.Directed decision-making for retail product launches, ensuring timely task completion.Managed portfolio files and records for efficient case management.Waddell AND Reed Independent; Silverdale, WA Sep 2015 - Nov 2017Financial AdvisorDuties include end-to-end project management and special event seminar planning. Develop project plans and sub-task activities involving acquisition and retention planning. Established independent local office IT infrastructure and software. Designed captivating seminars for special events, boosting brand recognition and client involvement. Retirement Investment advisor.Developed detailed plans for project tasks, emphasizing acquisition and retention tactics.Launched a local office IT infrastructure independently, enhancing operational efficiency.Orchestrated comprehensive project management for seamless execution and delivery.Deployed software solutions to streamline business processes.Edward Jones Investments; Silverdale, WA March 2008 - Sep 2015Financial Advisor - Duties include end-to-end project management event seminars. Setting up SmartOffice, RedTail CRM ERP systems. Client acquisition and retention planning. Project planning for all SME product seminar events. Successfully executed over 25 special occasions with the speaker's special subject matter product events.Executed 25+ special product events successfully, showing adaptability to diverse topics.Assembled a competent portfolio team as an Investment Advisor Project Manager, fortifying client decision-making through comprehensive financial models.Performed comprehensive post-mortem analyses on crucial investment decisions to assess effectiveness and inform future strategy development.Orchestrated seamless project management for event seminars, ensuring participantsatisfaction.Engineered SmartOffice and RedTail CRM ERP systems setup, boosting operationalefficiency.Evaluated financial risks in various investments using scenario and sensitivity analyses.Developed strategies for client acquisition and retention, promoting business growth.Led planning of SME product seminars, aligning content for audience impact.West Sound Bank May 2003 - March 2008Marketing Director - E-Commerce Campaign, and managed promotional marketing end-to-end business development activity for community retail commercial bank operations.Boosted document processing efficiency by 25% yearly via strategic enhancements.Conducted extensive risk assessment, identifying potential business threats qualitatively and quantitatively.Utilized Lean Six Sigma methods for continuous quality improvement in project execution.Engineered and oversaw promotional campaigns for community retail bank operations.Managed multiple projects for the entire marketing process, from idea creation to service launch approval.Assembled an efficient team and executed a robust marketing and sales strategy.Managed business development for the successful launch of a new commercial bank.Monitored activities and made necessary adjustments for constant improvement.Formulated strategies and plans to mitigate identified risks effectively.Coordinated a prosperous county fair sponsored by West Sound Community Bank.Prior Experience: University of Washington Business School with a Post Graduate E-Commerce, Project team leader and Project campaign manager, Honeywell /Alliant Techsystems Inc, Project Product hardware /Software Quality Assurance Manager / QA Program EngineerEDUCATIONUniversity of Washington, Business School2-YR. Postgraduate E-Commerce MarketingUniversity of Washington, Business SchoolBachelors, Business AdministrationTECHNOLOGIES, CERTIFICATIONSTechnologies: Workfront, Agile Costing, SharePoint, JIRA, Planview, Excel, MS Teams, Kanban, SmartOffice, RedTail CRM, ERP, Microsoft Project, MS Office SuiteCertifications: Graduate Certificate Marketing E-Commerce 2001 Certified Project Management Professional E-Commerce Marketing Certificate Lean Six Sigma Black Belt certification IT Support Certification Certified Scrum Master Six Sigma Green Belt certification |
