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Enthusiastic Leader Eager to Maximize Operations, Project & Relationship Management Initiatives to Drive Success
Xxxxxx, XXXXXX xxxxxx ￨ (xxx-xxx-xxxx ￨ email@example.com
Operations Management ￨ Multi-Project Management ￨ Strategic Analysis / Planning ￨ Trends Tracking
IT / User Project Deliverables ￨ Client On-Boarding ￨ Scrum / Agile Methodologies ￨ Vendor Management
Team Building / Training ￨ Multi-Process Optimization ￨ Client Relations ￨ System Enhancements ￨ Lexis / Nexis
Highly Accomplished Project Manager who makes sound decisions to reflect positively on high-value initiatives in alignment with a client and / or company s vision, value, and goals. Top Performer who offers expertise with Scrum / Agile methodologies. Visionary Professional who rises above business challenges to improve the bottom line and achieve winning outcomes, including quickly adapting to evolving operations-, project-, and relationship-specific scenarios. Excellent Communicator who develops relationships with executives; project, business, and IT teams; clients; and vendors.
Project Manager (2016 2017)
Capitalized on the opportunity to lead forward-thinking on-boarding processes of new clients focused on both private and public issuers. Directed conversion of shareholder records, including efficiently obtaining appropriate legal requirements both from a transfer industry and KYC perspective to actively meet or exceed objectives.
Served as a primary liaison between new clients and the growth-centric organization.
Continually ensured smooth, informative transitions to assigned Relationship Manager.
Relationship Manager (2015 2016)
Proactively interfaced among 43 client companies where CPU holds the issuers shareholder records, including providing clients with integral guidance and advisement in stock transfers and all types of diverse corporate actions.
Delivered critical direction for restricted transfers, annual and special meeting services, dividends, stock and cash, regulatory issues, and the effective facilitation and oversight of all additional company items.
Communicated among 40+ client companies while providing clients with valuable guidance and advisement regarding stock transfers, including corporate actions (i.e. forward and reverse stock splits, all manner of tenders and exchanges).
Led oversight of annual and special meeting services, dividends, stock and cash, and regulatory issues.
Strategically steered results-oriented analysis of Citibank s Anti-Money Laundering / Anti-Terrorist Financing project, including evaluating monetary instruments (i.e. travelers checks, money orders, personal / company checks), as well as scenarios and alerts. Led targeted identification of originators and beneficiaries through the utilization of proprietary, subscription, and public databases by researching entities related to key transactions.
Expertly prepared case reports recommending for or against SAR escalations.
Established core business purpose and relationships relative to alerted transactions.
Comprehensively reviewed complex case reports for quality assurance and procedural compliance.
Led Senior Project Managers / Operations Managers tasked with building lucrative client relationships for the success of Transfer Agent-specific projects to achieve milestones and ensure projects complied with cost and scope specifications. Managed teams in interpreting client business requirements, establishing project goals and timelines, assigning tasks, and monitoring progress. Coordinated client services, including all call center operations. Created demutualization processing, including Customer Service Information system, fulfillment, and mail processing system enhancements.
Generated team-focused project revenue of $90+ million.
Reduced expenses 60% by implementing demutualization processing.
Seamlessly converted Diamond Walnut Cooperative to a public company.
Directed project success across nine high-profile insurance company demutualizations.
Co-developed a server-based odd lot to improve productivity, increase profits, and mitigate errors.
Master Certificate in Applied Project Management Villanova University
Essentials of Project Management ￨ Mastering Project Management ￨ Project Management Pro (PMP Review)
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