Executed and implemented business analysis and project management for contracted projects with external clients.
• Created Business Process Maps to support process improvement changes for Farm Credit clients.
• Managed client relationships by travelling to client locations to analyze process and develop solutions.
• Analyzed client company structure and developed proposed alignment solutions.

Lead delivery consultant and Project Manager for Process Improvement and Change Management projects with major public utilities.
• Led the development and implementation of Process Improvement and Change Management initiatives using Lean Six Sigma methodologies and tools to drive the execution of project deliverables.
• Managed key stakeholders and identified internal clients impacted by project deliverables (Change Management).
• Analyzed, implemented and managed project controls.
• Certified Six Sigma Green Belt.
• Gained extensive experience using Microsoft Project software.

Managed business and operations-focused projects for the Compliance department (AML/CFT, FCC, Markets Compliance). Primary Project Manager (PM) to lead Compliance projects for the Global Payments division of the firm – also known as Western Union Business Solutions (WUBS).
• Executed cross-functional strategic and tactical projects from initiation to implementation, including process improvement, change management and project controls.
• Achieved the highest productivity levels in PMO by managing more than 12 projects within the first 9 months – 50% more than most other PMs on the team.
• Developed strong relationships across teams and with stakeholders to ensure project success.
• Drove implementation of Wrike® project management software to establish team-wide consistency and efficiency.
• Implemented deployment of Microsoft Teams® software for the PMO team.
• Experience with various PM software products including Visio, LucidChart, MS Project, JIRA, Clarizen, and Wrike.

Co-founded firm supporting Financial Advisor transitions to top-tier "Wire House" financial service firms. Typical transitions involved multimillion-dollar profit-level books of business. Developed and fostered relationships with management at all levels in multi-national Fortune 100 companies resulting in annual revenue exceeding $5mm.
● • Automated and enhanced the process of financial advisor transitions to dramatically increase speed-to-market, reduce potential portfolio degradation and protect client firm profitability.
• Executed recruiting, hiring, training, coaching, and evaluating of associates to work on-site in client locations to support intensely competitive processes related to Financial Advisor transitions.
• Developed and implemented sales and marketing strategies including hard copy and electronic materials, websites, campaigns, and social media implementation.
• Guided the IT team as we created comprehensive proprietary software (SaaS) for docum

Directly responsible for development and implementation of business strategies, policies, procedures, hiring and training of staff for new start-up.
• Accountable for business channel development and account profitability.
• Built and directed a team supporting Financial Advisor transitions to Morgan Stanley from other financial services firms.
• Directly contributed to significant increase in profitability by more than doubling the billable hours over a 5 year period to a multi-million dollar profit level.
• Developed successful policies, procedures and methodologies that reduced costs, increased efficiencies and promoted sustained profitability.
• Developed and implemented marketing strategies including electronic and hard-copy materials and web sites.