Project Manager Customer Service

AnneMarie Kaul, PMP, MBA

**** ***** ****'s Bay ? Woodbury, Minnesota 55129

Cell Phone ? 651-***-**** Home Phone ? 651-***-**** ?

mailto:abg7in@r.postjobfree.com

Profile

Results-driven, Project Management Certified Professional, (PMP), with

demonstrated track record for leading organizational change management

initiatives utilizing both waterfall and iterative techniques and

translating corporate vision into real-world operational solutions.

Strategic planner respected for engineering effective business processes,

orchestrating organization-wide system conversions, software

implementations and service solutions to fit business needs (including CRM

and financial services systems.) Dynamic leader with solid reputation for

establishing trusting business partnerships, and executing corporate

strategy across all business lines. Possesses knowledge in a variety of

business sectors including financial services and non-profit.

career history

fiduciary counselling, inc., St Paul, Minnesota, May 2010- July 2011

Project Manager

? Oversaw a $2-million, 25+ member, enterprise-wide Client

Facing/Investment Accounting computer system installation project

in recovery from project scope and planning through

implementation and risk management, partnered with outsourced IT

Consultants, vendors, and auditors, developed conversion and

change/control processes, and positioned company with cost-

effective and efficient project execution improvements.

? Directed multiple smaller-scope software implementation

and department restructuring projects.

? Designed, modified, and integrated business contingency

plans and improved system accessibility and response

capabilities.

emma norton, St Paul, Minnesota, February 2010 - May 2010

Management Consultant - Development & Communications

? Managed and installed a Client Relationship Management,

(CRM), system in recovery and significantly improved data

quality, reporting capabilities, and donor service for over 1000

clients.

? Coordinated annual fundraiser, increased community

outreach contacts, and doubled donor contributions.

? Served as Development & Communications Board liaison,

proactively supported committee initiatives, restructured Annual

and Quarterly Newsletter content, and improved report readability

and impact.

arthritis foundation, St Paul, Minnesota, April 2009 - August 2009

Director of Development

? Served as member of Chapter senior management, evaluated,

and implemented new development goals and strategies, delivered

$224,000+ in contributions in four months, and surpassed 2008

contributions by 70%.

? Initiated and directed donor and event management

improvement project; increased staff productivity, client

service, and donor outreach.

american red cross, St Paul, Minnesota, May 2004 - December 2008

Senior Project Manager

Donor Recruitment Department Manager

? Directed the acquisition and implementation of an

enterprise CRM System, successfully secured Board approval,

developed and maintained risk contingency and change control

process; centralized data collection, and improved enterprise-

wide communication.

? Recruited, trained, and managed Recruitment and Service

Representatives, oversaw St. Paul Blood collection operations,

and oversaw the opening of two new blood service centers.

? Created a diversity-focused client sponsorship program,

built/sustained long-term sponsor relationships, secured 120 new

client commitments, and delivered $800,000 in revenue within 24

months.

? Selected by Board and CEO as Marketing & Recruiting

Committee Chair, led and executed strategic outreach initiatives,

and increased sponsor participation by 19% in 2006, 23% in 2007

and 25% in 2008.

? Managed a one million-dollar operating budget, implemented

financial controls, improved allocation accuracy, and reduced

operating expense.

Annemarie Kaul

Page Two

Securian financial, inc., St. Paul, Minnesota, 1986 - 2004

Senior Business Consultant, February 2003 - March 2004

? Established strategic Financial Sales Representative

relationships, provided financial consulting services, supported

sales to individual/commercial investors, and surpassed 2003

annual sales objectives by 15%.

? Identified and penetrated a new market, developed the

first company external annuity advisor partnership, and launched

the annuity sales distribution channel.

Project Manager, June 2001 - January 2003

? Partnered with major financial institutions,

created/presented Mutual Fund products and opportunities, and

increased sales volume by 300%.

? Restructured low-performing Mutual Fund Services

Department, streamlined department operations, orchestrated

seamless department relocation, data transfer, and integration,

and dramatically improved customer service quality and

productivity/efficiency.

Manager, Shareholders Services, May 1999 - June 2001

? Managed a $1.5-million operating budget within targeted

financial parameters for a line of mutual funds.

? Created and implemented comprehensive customer service

model, and received top customer rating.

? Directed enterprise-wide Year 2000 Business Contingency

and Disaster Recovery project.

Manager, Quality Assurance, November 1996 - May 1999

? Oversaw a multi-million dollar Accounting and Investment

systems integration project, developed project charter/scope,

implemented system/process risk controls and solutions, and

consistently achieved productivity and service objectives.

? Hired, trained, and supervised Quality Assurance staff,

created, monitored, and adapted market-specific product pricing,

and maintained targeted profit margins.

Manager, Investment Operations, March 1992 - November 1996

? Restructured Back Office Investment operations, increased

productivity/efficiency, and accommodated high transaction volume

and new investment products.

Supervisor, Individual Policy Services, October 1990 - March

1992

Supervisor, Group Underwriting, December 1986 - September 1990

? Managed variable insurance product processing operations,

developed/implemented process management procedures and

protocols, and accommodated substantial client base and new sales

growth.

? Directed and managed systems integration and new sales

program implementation processes.

? Managed Operations Group, led change management

initiatives, implemented process improvements, streamlined

operating costs, improved underwriting integrity, and reduced

corporate risk and liability.

education

university of st. Thomas, St. Paul, Minnesota

? Master of Business Administration Degree, 2002, GPA: 3.95

? Qualified Project Manager Certificate, 2006

? Mini MBA Nonprofit Organizations, 2009

university of minnesota, Duluth, Minnesota

? Bachelor of Business Administration Degree, Magna cum

Laude Graduate, 1985, GPA: 3.78

professional Certifications, Designations, & Organizations

? Project Management Professional (PMP) Designation from

Project Management Institution, 2010

? Series 6, 63, and 26 Investment Associate Licensure

? Minnesota State Alternative Dispute Resolution Program

Member

? Habitat for Humanity Finance and Family Selection

Committee Member

? YMCA, Fitness Instructor& current Board Member

? United Hospital Patient Services Volunteer

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