Experienced manager of technology projects, programs, and products. Inbound Marketing Certified Professional.
Greater Denver Area
Experienced manager of technology projects, programs, and products. Inbound Marketing Certified Professional.
Greater Denver Area
Experienced professional with a proven track record of success working within and across all areas of an organization to resolve critical business issues.
product management, project management, program management, product development, statistically designed experiments, knowledge management, web 2.0, social media, social networking, wikis, blogs
(Non-Profit Organization Management industry)
November 2008 — Present (9 months)
Oversee all JLD office assets (office equipment, hardware, and software, contracted technology services) to ensure they are being properly maintained to perform at full operational and cost efficiency. Investigate / research upgrades to assets and technology as appropriate and ensure safeguards and procedures are in place to support sound data management.
(Public Company; MER; Financial Services industry)
March 2008 — Present (1 year 5 months)
Provides sales support to multiple internal sales teams. Work closely with Financial Advisors, Trust and Estate Specialists, and Merrill Lynch Trust Company New Business Acceptance teams to ensure new accounts are reviewed, accepted, and opened quickly and accurately.
• Improved quality of sales opportunity information through customization of Salesforce communication and reporting tools.
• Reduced average sales cycle for one team (opportunity to closed-won) by 50% in 2008.
(Privately Held; 11-50 employees; Information Technology and Services industry)
October 2006 — February 2008 (1 year 5 months)
Collaborate with other senior staff throughout the business and within IT/Engineering to create, gather, and document product requirements. Organize and prioritize product development work effectively to meet all
milestones, including scheduled release dates.
* Designed and developed product development and software release processes that resulted in more agile and shorter cycle times.
* Improved organizational efficiency and effectiveness by implementing web-based project management software and creating custom knowledge management strategies for product development, general corporate knowledge, and customer service.
(Public Company; 10,001 or more employees; SUNW; Information Technology and Services industry)
June 2005 — October 2006 (1 year 5 months)
Responsible for product–specific service readiness including remote and local customer support, implementation services and relevant consulting services for the entire product lifecycle of small and mid-range archive storage products.
* Developed an integrated workload modeling and assessment tool to improve efficiency.
* Created and implemented a knowledge management strategy to improve data quality and accuracy for information used by the team.
* Deployed a systematic approach for identifying and evaluating process improvement opportunities within the team. This resulting in a prioritized project list reduced from 100+ opportunities to 6 high priority projects with dedicated resources.
(Public Company; 10,001 or more employees; Information Technology and Services industry)
March 2006 — August 2006 (6 months)
Led Sun Microsystems employee resource group for women in Colorado. Coordinated the various activities and guided the deliberations of the eight person steering committee. Served as chief spokesperson for Sun Women - Colorado in representing the group to Sun employees and the public.
(Public Company; 5001-10,000 employees; STK; Information Technology and Services industry)
June 2004 — June 2005 (1 year 1 month)
Collected and analyzed course success metrics such as student survey results, test passage rates, and follow-up surveys to managers. Conducted semi-annual documentation audits of course development projects. Initiated and led business improvement projects for the training department. An alternate title for this position was “Training Quality Assurance".
* Led cross-functional team meetings to gather requirements for the 2005 services readiness learning initiative targeting 700+ members of the international field service force and designed the program communication plan. Demonstrated a positive correlation between training program participation and customer satisfaction data.
(Public Company; 1-10 employees; Information Technology and Services industry)
November 2002 — May 2004 (1 year 7 months)
Co-developed a software application that enables clients to take a data-driven approach to strategy deployment and organizational alignment through the development and use of customized metrics.
(Public Company; 5001-10,000 employees; STK; Computer Hardware industry)
October 2003 — May 2004 (8 months)
Worked with cross-functional teams to gather requirements and develop a customized reporting and presentation system for top 20 customers of the global services organization.
(Public Company; 1001-5000 employees; Medical Devices industry)
May 2003 — August 2003 (4 months)
Defined and mapped key business processes such as customer ordering and new customer setup. Developed an executive dashboard for the management team's use in strategic planning.
(Public Company; 10,001 or more employees; ML; Financial Services industry)
August 1999 — August 2002 (3 years 1 month)
Provided trust administration and account management services for a $30-$80MM book of business. Initiated and led business improvement projects for the local and regional wealth management organizations.
* Increased revenue by creating and implementing a plan for review and migration of 900+ accounts to a new fee schedule.
* Improved efficiency and effectiveness of regional account management by creating a regional reporting system that enabled teams to report, review, and compare account information across the Western region.Won an internal teamwork award for designing, implementing, and training team members on this tool.
(Public Company; 10,001 or more employees; USB; Financial Services industry)
August 1998 — July 1999 (1 year)
Provided trust administration and account management services for a $20-30MM book of business. Analyzed clients’ financial and estate planning needs and developed strategies to meet these needs through a combination of financial, retirement, and estate planning. Initiated and led business improvement projects for the local wealth management team. An alternate title for this position was “Client Service Representative.”
* Improved efficiency and effectiveness of local account management by creating an asset allocation tool that simplified rebalancing of client accounts.
MBA , 2002 — 2004
Additional Relevant Experience:
Teaching Assistant for MBA statistics classes.
MBA Project at Colson Quinn - market research and communications strategy for a small law firm.
MBA Project at Time Warner Telecommunications - business process design for a telecommunications company.
JD , 1995 — 1998
Honors:
Certificate of Academic Excellence
Additional Relevant Experience:
Law Clerk, Holbrook and Peterson PLLC
Research Assistant, University of Tennessee
Student Representative, WestLaw
BA , English , August 1990 — May 1994
Junior League of Denver, Sun Women - Colorado, StorageTek Women's Alliance, StorageTek Evolving Leaders, Women's Vision Foundation, American Society for Quality, Rocky Mountain Conference on Quality and Improvement, Colorado Performance Excellence, Net Impact, CTEK