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Project Manager Sales

Location:
Philadelphia, PA
Posted:
October 05, 2013

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Resume:

JANET M. ARGENTINA

**** ************ *** ***. *** Philadelphia PA 19130 856-***-**** **************@*****.***

OBJECTIVE: To obtain a position as a Learning and Development Specialist

WORK EXPERIENCE:

GP Strategies Corporation Philadelphia, PA

Contract Trainer (July 2013- present)

Facilitator in the sales/marketing group for IBC’s implementation of new proprietary system in

conjunction with Blue Core IBC 2016 strategy which incorporates all healthcare reform system

changes.

The Training Associates West Borough, MA

Contracted Remote Financial Technology Trainer (Feb 2012- July 2013)

Traveling technology trainer for a new global platform that incorporated 2 leading financial

firms – Morgan Stanley and Smith Barney

Lead trainer and project manager in a branch with 29 Financial Advisors and 9 Client Service

Associates

Traveling technology trainer for a new global platform that incorporated 2 leading financial

firms – Morgan Stanley and Smith Barney

Provide Level I and II technical support for Client Service Associates, Financial Advisors and

Branch Managers on new web-based application

Perform system maintenance and report support incidents to the correct internal and external

departments by taking ownership of user stories and feedback

Facilitate one-on-one, group and after hours information training sessions pre and post

conversion

Wells Fargo The Private Bank Philadelphia, PA

Assistant Vice President, Client Service Manager (Feb 2011-Feb 2012)

Implemented a new management program for Client Associates (CA’s) in conjunction with the

transition from Wachovia to Wells Fargo

Developed training, mentoring and performance evaluations for the 23 CA’s in 7 offices

throughout Pennsylvania and Delaware

Collaborated with counterparts including Risk Operations Consultants and Trust team leaders to

develop documented recommendations on process improvements and obtain operational

updates and technological system changes and upgrades

Worked with senior managers to create a service approach plan that minimized downtime,

improve response time and reduce cost

Wachovia Institutional Retirement and Trust Philadelphia, PA

Officer, Sr. Business Training Consultant (June 2007 – Feb 2011)

Provided over 700 in person educational training seminars and one-on-one coaching sessions

nationwide for employees at companies with $30M+ in plan assets

Taught the basics of investing for retirement and the importance of having a diversified

portfolio to groups ranging from 20 –250+ employees

Consulted with relationship managers and financial advisors on the plan details and provided

customized presentations

Explained defined contributions which include 401k, 403b, cash balance and profit sharing plan

Conducted workshops on conversion, enrollment, increasing contributions, and asset allocation

for many different industries primarily Healthcare

Initiated educational market volatility campaigns in down market of 2008

Regularly requested by clients to return for ongoing quarterly training sessions, which

strengthened relationships

Completed Wachovia’s courses in Employee Benefits, Advanced Investments, and Public

Speaking

Bank of America Philadelphia, PA

Assistant Banking Center Manager (Jan 2006 - June 2007)

Supervised moderate size banking center in high traffic low income area (8 – 10 employees)

Served as business champion responsible for start-to-finish setup for business accounts and

needs including, payroll-PayChex, bill pay, loans, merchant services, etc.

Consistently met cross-sell mandates and achieved top 3 position in gross sales by identifying

potential opportunities and referring clients to product partners

Formed outreach program to help teach credit, debit and mortgage basics to local community to

help provide appropriate solutions to help combat financial hardships

Taught welfare recipient’s finance and computer basics through Bank of America Teach to

Save program

ClientLogic, Dell Division Dover, DE

Senior Associate (Sept 2000-May 2003)

ClientLogic Corporation provides business process outsourcing services. The company’s

services include back office processing, customer services, marketing solutions, professional

services, sales and saves programs, and technical support. It operates in North America, Europe,

Africa, Central America, and Asia.

Certificated as a Level II Dell Technician

Provided technical support by answering client requests or inquiries concerning services,

products, billing/ equipment, claims, and problem areas regarding hardware and software of the

Dell Dimension Desktop Computer

Trained new hires on Dell Knowledge Base software and hardware solutions

Worked in multiple queues/skill sets over various customer contact channels

EDUCATION

Wesley College, Delaware

Bachelor of Science, Business Administration and Management

CORE COMPETENCIES

Proficient in Microsoft Excel, Word, Outlook, Power Point, Windows 7, LotusNotes, SEI, 3D

technologies, Client-link, PeopleSoft, Scorecard, Six Sigma White Belt and over 25 proprietary

systems

AWARDS

Wachovia Shared Success Award (2008, 2009, 2011)

Bank of America Award of Excellence (2Q 2006 and 1Q 2007)

Wesley College Leadership Award (2004)



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