Tammy
**** ******* **** ******* ****, NY ***** 716-***-**** *****@*************.**
SUMMARY
Professional background in diverse and challenging positions requiring strong leadership, efficient
organizational and strategic skills, with the proven ability to rapidly adapt to change as well as build
collaborative and effective teams.
Business Project Management Cross functional team leadership
Business requirements development Superior written and verbal communication skills
Project planning and execution Meeting facilitation and follow up
Risk identification and mitigation MS PowerPoint, Project, Visio, Access, SharePoint
Business and data analysis
WORK EXPERIENCE
Jan. 2010 Mar. 2012
Wells Fargo Bank Business Project Manager, Treasury Management
(Contract) Products: Account Reconcilement, Payee Validation, Reverse Positive Pay
Nov. 2008 Jan. 2010
Ivines, Inc. Partner, family owned business
Mar. 2005 Nov. 2008
Kei Advisors Vice President, Investor Relations
Jun. 2003 Mar. 2005
M&T Bank Senior Product Administrator, Treasury Management
Product: Commercial information reporting and payment initiation internet platform
Mar. 2002 Apr. 2003
KraftCPAs Senior Business Growth Consultant
Sep. 1993 Dec. 1999
The Mark Travel Corp. USAirways Vacations, Sr. Product Mgr. / Product Mgr.
BUSINESS PROJECT MANAGEMENT
KEY ACCOMPLISHMENTS at Wells Fargo: Migrated three Treasury Management Disbursements products,
Account Reconcilement/Positive Pay, Payee Validation and Reverse Positive Pay, over a two year period of time
impacting more than 20,000 corporate accounts while maintaining product integrity and customer satisfaction.
Planned, directed and coordinated complex business integration and conversion activities across
functional groups for a designated group of Treasury Management Disbursements products to ensure
project objectives are accomplished within designated timelines.
Monitored project performance and deliverable progress. Reported project status to stakeholders,
including management, dependent project managers and team members.
Collaborated and coordinated with cross functional partners, including IT, operations and service
teams and customer relationship partners, to meet project execution objectives, including project
documentation and follow up on assigned action items.
Worked closely with Product Managers to ensure project planning and execution was consistent with
the long term quality of products and services.
Developed business requirement documents, project plans and other key project management
deliverables to track, report and communicate project status.
Assessed, escalated, documented and communicated project issues and risks. Developed
resolutions and built consensus with cross functional partners to minimize negative impacts and
maintain project integrity.
Functioned as business analyst when needed, including documentation of workflows, processes
and procedures as well as research and data analysis.
Collaborated and communicated directly with several high profile customers to educated, plan, test
and execute high risk conversion activities.
Tammy
6302 Webster Road Orchard Park, NY 14127 716-***-**** *****@*************.**
INVESTOR RELATIONS
KEY ACCOMPLISHMENTS at Kei Advisors: During my tenure, the average trading volume for two of my clients
increased over 465% and 680% per day.
Primary objectives included working with senior level executives of small cap, publicly traded companies
to build investor awareness of and interest in their financial performance, strategic objectives and
business accomplishments.
Managed client relationships and served as key point of contact with external audiences, including existing
and prospective institutional investors, analysts, portfolio managers, financial media and newswire
services.
Served as strategic advisor to executive team related to investor perceptions, messaging and strategy.
Developed, designed, wrote, edited and coordinated production of all investor communications, including
investor and annual meeting presentations and scripts, annual reports, conference materials, quarterly
and year end financial earnings releases, teleconference scripts, talking points, Q&A, news releases and
corporate website content, ensuring all regulatory requirements were met.
Prepared, organized, executed and participated in company sponsored investor meetings, investor
conferences, one on one roadshow meetings, analyst seminars and teleconference calls with
investors, analysts, executive management and Board of Directors.
Collected, analyzed and presented feedback to senior management from perception studies,
market reaction to company news and issues, and analysts reports and financial models.
Analyzed and compared industry peers financial performance, valuation, strategies and investor
relations communications. Provided feedback and adjusted investor relations plan accordingly.
Researched, negotiated and managed vendor relationships that supported investor relations activities.
PRODUCT MARKETING MANAGEMENT
KEY ACCOMPLISHMENTS at The Mark Travel Corporation: Built more than 50 vacation products for USAirways
Vacations over a six year period, growing passenger volume from zero to more than 100,000 per year.
Devised long and short term marketing goals and strategies, planning, development and pricing of
full product line to maximize profitability and market share while reducing costs.
Forecasted and monitored overall sales volume, revenue and gross profit performance with
profit responsibility and accountability.
Prepared division s fiscal budget, including integration of shared service, marketing and operational costs.
Monitored budget performance by analyzing monthly trends, variances and re forecasting year end results.
Developed marketing campaigns incorporating multiple mediums to communicate product
messages through coordination with advertising to ensure successful implementation of marketing
strategies.
Managed and provided leadership for the product marketing staff through coaching and development
to ensure corporate, departmental and personal goals were met in a team environment.
Daily communication, negotiation and management of external vendor relationship and issues to
ensure mutual goals are satisfied.
Developed corporate responses and action plans to competitive threats and opportunities.
Managed multiple relationships with internal shared resource departments utilizing
exceptional communication, problem solving and negotiation skills.
Tammy
6302 Webster Road Orchard Park, NY 14127 716-***-**** *****@*************.**
BUSINESS CONSULTING
Developed deliverable product to assist small business owners with strategic planning, growth
management issues and business value improvement. Included implementation of performance
measurement systems, educational roundtable programs, industry research and benchmarking and
financial analysis.
Participated in training of AICPA approved Performance View techniques and group facilitation.
Built consulting practice through marketing and sales efforts including development and delivery of
presentations and seminars to business owners and civic organizations as well as proposal
preparation.
EDUCATION
State University of New York at Buffalo
Masters of Business Administration, Finance
Bachelors of Science
Tennessee State University
CPA Fast Track Program
OTHER
Professional Network
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