Sales Project Manager

MICHELLE TONEY

*** **** *** ***** ? Hayward, CA 94544 ? *************@*****.*** ? 510-706-

9013

BUSINESS / DATA ANALYST & PROJECT MANAGEMENT

Business analyst and project management professional with progressive

experience serving a diverse client base in finance/banking, healthcare and

manufacturing. Highly effective communicator between technical and

business units who can translate complex data into understood terms, with

detail, problem solving and follow-through capabilities. Outstanding

ability to analyze, develop, and implement technology solutions. Equally

strong project leadership experience and problem-solving analysis that

improve processes, systems, and methodologies currently in place and exceed

business goals and customer expectations.

AREAS OF EXPERTISE

Qualitative & Quantitative Analyses Strategic Research & Analysis

Database Management

Project Coordination Surveys/Questionnaires

Recruiting & Training Analytical Problem Solving Relational

Building Financial Modeling

RELATED EXPERIENCE

WELLS FARGO BANK, Pleasant Hill, CA JUN

2008 - PRESENT

A diversified financial service company providing banking, insurance,

investments, mortgage and consumer finance.

Business Analyst /Project Manager -IT, Wealth Management Group - Contractor

Focus business development efforts on the online portal application and

product enhancements. Establish relationships within the private bank

community and wealth management partners, as well as the CEO Liaisons.

Participated in requirement sessions with technical partners and project

managers to discuss project scope, design, and technical specifications on

solutions and products throughout the online portal tool. Handle multiple

administrative activities that include due diligence, documentation,

assistance in data interpretation, collecting and reporting

survey/questionnaire results, and update/maintain training materials.

Selected Accomplishments:

. Crafted and facilitated an online portal training workshop for 25

relationship managers, regional liaisons and sales consultants to gather

critical information. Increased overall product enrollment in the

following month by 7%.

. Spearheaded the implementation of the first Liaison product training

model for the Private Bankers in the Northern California: designed a 2-

page survey to measure areas of improvement

. Completed business analyses on customer enrollment and account balances

for over 1,000 customers totaling $4.6M between January and September of

2009. Currently developing pricing and product strategies to determine

rates of return in potential markets requirements and providing

recommendations from findings

KAISER PERMANENTE SEP 2007 -

JUN 2008

A health care organization that provides quality care for members and their

families, and to contribute to the well-being of the communities.

Program Lead / Coordinator - Contractor, Program Management Office (PMO);

Pleasanton, CA (5 months)

Project Coordinator - Contractor, Regional Compliance Program; Union City,

CA (2 months)

Report to Program Manager and manage a 10-person project team. Direct day-

to-day activities involving designing and maintaining business

specifications along with key deliverables, as well as mapping out

timelines, milestones, communication processes, and help

investigate/correct help desk requests and incidents.

Selected Accomplishments

. Met with all developers and project stakeholders to lead a kick-off

meeting on 4 data migration projects. Defined and assist in designing

business specifications along with key deliverables, as well as mapping

out timelines, milestones, communication processes, and help

investigate/correct help desk requests and incidents.

. Worked in conjunction with project team in producing project plan for the

$22M Data Center Activity Collaboration program. Assisted in tracking

issues, maintaining various ad-hoc Excel files; facilitate change

management process by documenting change requests, obtaining approvals

for invoices, contract renewals.

VISA USA - Foster City, CA AUG 2004 -

AUG 2007

World's leading payment brand and largest payment system.

Financial Systems Analyst - Employee

Selected Accomplishments:

. Developed 11 Computer Based Training programs using Macromedia software,

maximizing end-user experience through overall architecture creation

(display, graphics, sound effects, music).

. Created secure (password protected) Websites for use by potential

customers; sites incorporated the ability to track usage by user ID.

. Selected to serve as project lead for the creation of Clarity and client

server applications.

. Significantly improved customer service, reducing database response time

by 20% to 40%.

ADDITIONAL EXPERIENCE

CHOLESTECH CORPORATION - Hayward, CA NOV 2003 -

JUL 2004

Sales and Marketing Analyst - Employee

Identify revenue opportunities with new and existing customers. Structure

strategic proposals, negotiate business terms, and close sales

transactions. Leverage market knowledge and experience to help customers

maximize their returns on capital assets. Functional areas of

responsibility include operations, sales, marketing, and finance.

ADVANCED MICRO DEVICES (AMD) Sunnyvale, CA OCT

1997 - JAN 2003

Business Systems Analyst II / Business Marketing Analyst I - Employee

Served as a systems analyst and maintained the central sales database to

extract data for distribution and sales force. Reported industry data to

mid and senior management for presentations and ad-hoc reporting.

PHARMCHEM LABORATORIES, Menlo Park, CA FEB 1995 -

OCT 1997

Statistician - Employee

Played a key role in training sales and account managers on internal

business applications, including specimen inquiries, policy document

review, and account alerts. Guided the understanding of the connection

between account management systems and sales database.

EDUCATION AND TRAINING

M aster Degree, Organizational Management, University of Phoenix, San Jose,

California

Bachelor Degree, Mathematics: Concentration in Statistics, San Jose State

University, San Jose, California

Project Management Course work: Project Management, Contract Management,

and Quality Management -

UC Berkeley Extension, Berkeley, CA

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