Sample Template Example of Beautiful Excellent Professional Curriculum Vitae / Resume / CV Format with Career Objective, Job Description, Skills & Work Experience for Freshers & Experienced in Word / Doc / Pdf Free Download
University of North Carolina
at Chapel Hill, Chapel Hill , North Carolina
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SUMMARY OF QUALIFICATIONS
Results-oriented, self-motivated professional with
extensive experience in the consulting and financial services industries. Establish and maintain excellent relationships
with customers, associates and suppliers.
Particular strengths include:
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PROFESSIONAL EXPERIENCE
Strategic Staffing Solutions, Charlotte,
North Carolina March 2011 toAugust 2011
Senior
ProjectManager (Contract)
LedRegulatory Reform
Program for Wells Fargo AdvisorsData Management as well as key bank and
brokerage integration projects.
Key
Achievements:
- As Program/Project Manager, led Team
to implement Regulatory Reform initiatives that meet Dodd-Frank and FINRA requirements
- Key Project Management leader selected
to completecustomer and account data transitions from Wells Fargo
acquisition of Wachovia
Bank of America, Charlotte, North Carolina May 2003 toDecember 2010
Senior
Change Manager
Selected to lead enterprise-wideefforts
which develop and deploy business process and integrated technology solutions within
scope and budget and on schedule.
Additional skills utilized include negotiating contracts, evaluating suppliers
andsecuring required business and technology partner commitments
Key
Achievements:
- Project Managed transitionof Global
Wealth Management Risk& Complianceand Enterprise Information
Management lines of business through Merger & Acquisition activities
with Merrill Lynch and Countrywide Financial
- Selected as Project Manager to lead
global emergency communications developmenttoenablethe enterprise, its
lines of business and its associates to distribute, retrieve and utilize critical
event information
- As Project Manager, developednew enterprise
business process tool utilized by lines of business for streamlining work
area management and technology recovery plans
- As Project Manager, developednew nationwide
respond and recover virtual command center, utilized by regional support
leaders
- Project Manager charged with enhancing
deposited and debited items technology platform, thereby decreasing float
and reducing transactional risk and exposure
PROFESSIONAL EXPERIENCE
Symphoni Interactive, San Francisco,
California January
2000 to May 2003
Principal
Consultant, Project Manager
Recruited todeliver business process and
technology solutions to financial services clients and to lead product
development teams
Key
Achievements:
·
Increased profitability of Charles
Schwab by converting approximately $13 billion in American Express and First
Union mutual fund portfolio assets to Schwab’s platform
·
Increased revenue potential and
operational efficiency for Hibernia National Bank sales force through
deployment of a supplier-developed Customer Relationship Management (CRM) tool
·
Upgraded Bank of America
·
Collaborated in the development of a new
fee-based compensation tool for Bank of America’s Capital Management division
·
Led the conversion of the Wachovia Capital
Markets Foreign Exchange legacy trading and accounting systems to upgraded and
integrated supplier applications
First Union National Bank, Charlotte , North
Carolina
ProjectManager
·
Introduced additional revenue streams for
Capital Management division with $50 billion in assets by cross-selling products
from other lines of business and integrating with new product sales
·
Eliminated manual and legacy system operating
costs ofcustomer accounts by implementing a real-time account opening
application and installing an image workstation processing toolset
Fidelity Investments, Charlotte , North Carolina
ProjectManager
·
Engaged
potential new corporate clients and sealed new relationships with existing
corporate clients to purchase new trading applications for their retirement
asset trust portfolios
·
Led
product development and delivery teams in building of fixed income and equity
trading applications integrated with legacy Trust system
First Union
National Bank, Charlotte , North Carolina
BusinessRelationship
Manager / Project Manager
·
Led
CAP Merger & Acquisition activities for both banking and brokerage assets,
including divestiture of assets that would not be retained by the corporation
·
Led
design, development and delivery of Capital Management products and services
into new markets
·
Integrated
new daily Money Market Mutual Fund trading portfolio with legacy account
application, resulting in additional spread revenues and broader product
offerings for clients
SystemsDeveloper
·
Installed
new products and supplier system enhancements for Brokerage division
·
Managed
product and system integrations of acquired financial institutions
Northwestern Mutual Life, Charlotte , North Carolina
SpecialAgent
·
Sold personal
life insurance and disability income products
EDUCATION
Bachelor of Arts Degree in Management and
Society, History Minor
Alpha Kappa Psi Professional Business
Fraternity – VP Treasury
PROFESSIONAL CERTIFICATION AND TRAINING
Six Sigma Green Belt with DFSS
Certification
Company-Sponsored Training:
·
Code
of Ethics
·
Information
Protection and Privacy
·
Anti-Money
Laundering
·
Risk
Management
·
Emergency
Preparedness
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