WENDY C. PATTERSON
**** ******* ****** • Teaneck, New Jersey • 07666 • 201-***-**** •
**.*****.*********@*****.***
UMMARY OF QUALIFICATIONS
S
Highly motivated, dedicated and ambitious business professional with a broad background in coordinating
projects, planning events, promoting business services, and ensuring a high level of client satisfaction.
PROFESSIONAL EXPERIENCE
10/2011 – 1/2012 PwC New York, New York
5/2012 Present
Learning and Development Implementation Consultant
Focused on the delivery of Educational training
Implemented solutions which deliver superior results in a cost effective manner
Strong commitment to ensuring people reach their full potential in the workplace
Worked closely with company managers and supervisors to deliver the best possible learning outcomes
for trainees and employees
Proven ability to plan effectively to surpass client requirements and execute training successfully
Established productive relationships at all levels across the business
Coordinated and facilitated the induction and on boarding process for employees and managers
Provided trainers with administrative support, access to current materials, policies and resources
ensuring effective delivery of programs to learners
Submitted learners CPE credits
3/2012 – 5/2012 BlackRock New York, New York
Learning Management System Data Analyst Consultant
Identify new values to be created in the new Learning Management System (LMS)
Map old values to existing new values
Build data connector feed for learning history for content
Manually add items with scheduled offerings
Identify items from the LMS to load in the Learning Portal and gather data points required
Populate connector
Build individual content objects under each item
Facilitate content loading on iContent
Create Learning Portal items not present in LMS
Data Cleanup and HR tester records
Content Synchronization
Ongoing support of LMS item requests
Wendy C. Patterson Page 2
03/2003 Present Affiliated Computer Services, Inc. Secaucus, New Jersey
(ACS acquired Mellon HR&IS)
Lead Financial Operations Analyst
Receive, update and validate prices and unit values from fund families and trustees
Execute NSCC required transactions and tasks
Calculate unit values on various clients
Monitor scheduled jobs to ensure all jobs complete on time to meet fund family deadlines
Receive, upload, and process transaction files
Complete valuation process by posting updated balances to all systems
Update DC Recordkeeping Systems with daily fund prices, dividends, rates, earnings; and the
execution of daily trades with fund families, and client trustees and custodians
Post mutual fund dividends/earnings on OMNI plans
Provide trade instructions to various mutual fund companies by faxing or utilizing other media as
required
Run financial valuation in simulated mode and review output
11/2009 – 12/2010 Hewlett Packard (Citigroup Project) Jersey City, New Jersey
Assistant Project Manager (Contract Position)
Assisted in the preparation, reporting and analysis of assigned business projects
Interacted effectively with all levels of staff, stakeholders demonstrating interpersonal and diplomatic
skills
Managed multiple tasks and re prioritize work in response to urgent request
Financial organization planning collecting and structuring data, prepare spreadsheets and reports
Set up and maintained manual and electronic filing systems
Coordinated the logistical needs and needs of new staff members
Produced timely and accurate weekly and monthly reporting
Completed ad hoc presentations for management on an as needed basis
Communicated business results effectively with all levels of management
Managed multiple projects and successfully achieved milestones, ensuring projects complied with all
cost and scope specifications
Prepared and presented project updates to senior management
01/2007 04/2008 Dow Jones and Company Jersey City, New Jersey
(Financial Information Services)
Sales Coordinator
Organized over 20 corporate events
Coordinated multiple domestic events ranging from 150 – 1,300 attendees
Administered the daily operation of advertising scheduling and overseeing ad uploads and inventory
control
Produced hundreds of Sales Proposals, Sales Kits and verified Insertions Orders on tight deadlines as
the sole support of ten Account Executives and two Directors
Reported impressions, clicks, post click & post impression activities
Campaign and creative implementation using DART for Publishers (DFP)
Trafficked online advertising campaigns
Wendy C. Patterson Page 3
01/2005 01/2007 Commerce & Industry Association of N.J. Paramus, New Jersey
Meetings and Events Planner – Corporate
Orchestrated meeting planning services with a focus on client needs assessment, vendor relations, site
inspection, cost analysis, set ups, audio visuals, speaker procurement, guest transfers, transportation,
off site entertainment, reservations, and menu selection for breakfasts, luncheons and dinners
Greeted persons entering establishment, determined nature and purpose of visit and directed and
escorted them to specific destinations
Served as direct point of contact for client, vendors, and participants concerning meeting
specifications, requirements, preferences, registration, confirmations, cancellations, schedules, cost
summaries and RFP’s
Diplomatically enforced negotiations with vendors to arrive at mutually agreeable, cost saving
solutions
Effectively supervised Meeting Coordinators exercising strong staff management and project
leadership skills
EDUCATION
Thomas Edison State College Trenton, New Jersey
Bachelor of Arts: Business Management
Anticipated Graduation: Fall 2013
Bergen Community College Paramus, New Jersey
Certificate: Entrepreneurial Studies
Ho Ho Kus School of Business Hackensack, New Jersey
Certificate: Executive Assistant
COMPUTER SKILLS
MS Word, MS Access, MS Project, MS Excel, MS Visio, MS Outlook and MS PowerPoint, Salesforce.com,
Sharepoint, LMS, IBM Mainframe, Peoplesoft, Dart for Publishers, DTCC Fund Serv