Manager Project Management
Resume:
ALAN G PURTELL
Hoboken, NJ **030
*********@*****.***
PROFILE:
Motivated, organized, detail orientated individual with excellent
statistical aptitude, project management and communication skills eager to
engage in professional functions of an established firm.
EDUCATION:
Western New England College Springfield, MA
Accredited by the Association to Advance College Schools of Business
Bachelor of Science in Business Administration August
2002 - May 2006
Major: Finance
Minor: Economics
RELATED EXPERIENCE:
E*TRADE Financial Jersey City, NJ
Associate Product manager February 2011 -
Present
. Maintain day-to-day administration of E*TRADE'S project management
tracking system
. Participate in upcoming application deployments, application testing
and conduct training as required
. Contribute and improve data analysis, report creation, business
process management
. Prepare and organize project status reporting, risk reporting,
management reporting and analysis
. Develop business and functional requirement documents that pertain to
Brokerage Operations
. Research and analyze projects to problem-solve, differentiate
strategies and improve targeting.
. Support business partners in the pursuit of growth objectives and
services in their marketplace and the competitive environment
. Determine necessary reports and analyses to measure the effectiveness
and competitiveness of products
. Develop key performance metrics, competitive reviews and benchmarking
E*TRADE Financial Jersey City, NJ
Operations
Analyst
June 2008 - February 2011
. Accurately processed daily workflow requests to maintain and create
good order status for appropriate account usage
. Provided help to Relationship Managers and Service Representatives in
order to complete requests made by their customers
. Recognized areas of improvement for the company's operational
processes
. Reviewed and complete miscellaneous reports and projects pertaining to
my knowledge base
. Received best possible rank based on performance evaluation
JP Morgan Chase, New York, NY
Relationship manager August 2006 - June 2008
. Analyzed portfolios to maximize return and limit expense
. Originated investments for businesses and individuals
. Originated newly financed debt and refinanced existing debt for
businesses and individuals
. Nationally recognized in the top eight percent of my peer group
CERTIFICATIONS:
. FINRA Series 7 License
. FINRA Series 66 License
. FINRA Series 24 License
ADDITIONAL SKILLS:
. Proficient in trading various investment products such as stocks,
bonds, options and exchange traded funds
. Proficient in Microsoft Office Suite
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