Project Manager Management
Resume:
Jonathan Wan *** Glenwood Ave, Daly City, CA *****
*******@*****.***
OBJECTIVE
To seek for the opportunity to design, develop and deliver online projects
WELLS FARGO BANK AWARDS
Nominated and chosen to be in the 2006 Asian American Leadership Program (WF Corporate
Leadership Program) 36 winners in 2006
Recognized by the Executive Co-chairs from Asian Connection Bay Area (ACBA) for the effort of
the ACBA site redesign
9 SuperThanks Awards (WF LOB Recognition Program)
2 All Star Service Excellence Awards (WF Corporate Recognition Program)
SKILLS
OS: Windows XP & NT, Macintosh OS X, and UNIX
CMS: Documentum, Vignette StoryServer, Interwoven Teamsite, MS SharePoint
Web: HTML, SMTP, DHTML, XML, CCS, JavaScript, Dreamweaver, NotePad
Graphic: Adobe Photoshop, ImageReady, Illustrator, InDesign and QuarkXpress
Multimedia: Adobe Premiere, Macromedia Flash & Director
Version Control: Rational Clearcase, MS Visual SourceSafe
Web Monitoring: MarkMonitor
Project Management: Adobe Acrobat, MS Word, PowerPoint, Excel, Project and Visio
Foreign Languages: Mandarin 4.0: Oral & Reading (Department of Defense Language Test)
Cantonese 4.0: Oral & Reading (Department of Defense Language Test)
EDUCATION
Master of Arts in Industrial Arts
San Francisco State University (Spring 1998)
Emphasized in Marketing, Honor Student
Bachelor of Arts in Industrial Arts
San Francisco State University (Fall 1996)
Emphasized in Commercial Design, Honor Student
International Exchange Program from SFSU to Taiwan
Chung Yuan Christian University (Spring 1996)
Subjects of study included advertising design, copy-writing, commercial photography, computer
animation, packaging design and typography
CLIENTS
Airline: Northwest Airlines
Technology: Asia Global Crossing, AT&T, Align Technology
Jewelry: Derco Diamonds
Finance: Charles Schwab, Goldman Sachs, HSBC, Standard Chartered Bank, Wells Fargo Bank
Non-Profit: Bayview Hunter s Point Children Services, Hong Kong Cancer Fund
Government: California Department of Health Services
Others: Association of Accredited Advertising Agents of Hong Kong (HK4As), CareerBuilder.com,
Jardine Matheson Group, Monster.com, Reebok, Sessions.edu, Sina.com
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Jonathan Wan 371 Glenwood Ave, Daly City, CA 94015
*******@*****.***
EXPERIENCE:
Wells Fargo Bank
(San Francisco, 07/05 present)
Merchant Payment Solutions
Web Channel Marketing Manager, Merchant Payment Solutions (MPS), Wells Fargo Bank
1. Acquisition & Retention Marketing
Search Engine Optimization (SEO): Contract negotiation, keyword buy at Yahoo! and Google,
traffic analysis, budgeting. Creation of information architecture and user experience of lead form.
Management across departments to bring consensus to a strategy, evaluation and process for
moving forward with a new vendor for 2006
Food & Restaurant Campaign: Creation of information architecture, UI mock-up, and campaign
logistics. Deliverables included WIB & WEB banner ads, newsletters, emails & lead form
Gift card Campaign: Creation of the information architecture, UI mock-up, and campaign logistics.
Deliverables included WIB & WEB banner ads, newsletters, emails & lead form. A Flash-based gift
card demo was created for customization for merchants
2. Public Site Redesign & Development: In April 20, 2006, MPS launched its redesigned Merchant
Services public website. This new site integrated the previously separate Online and Retail sites. In
addition, the platform and support for the online site through an external third party vendor were moved
in-house. Key initiatives included:
Define business requirements, technical requirements, SOW and QA test plan
Liaise with 10 groups within MPS for business requirements, and 9 groups within ISG for
technical implementation and maintenance
Usability studies: competitor analysis, in-person & webex/phone interviews, online survey, task
model sessions, content assessment, sitemap & prototype creation
Define content publishing standards and production process for using Documentum (CMS)
Site tracking and analysis by using MicroStrategy to analyze user behaviors and traffic patterns
Internet Authentication: partner with WF Corporate Web Site Policy team, MPS Compliance team,
and MPS Technology Team to ensure MPS websites to be compliant (FFIEC)
Site Monitoring: partner with WF Corporate Branding and Internet Protocol Address
Administration (IPAA) to prevent any potential online frauds (MarkMonitor)
Security Review for online project: partner with ISG CERD to develop a Flash-based demo
followed the WF online security standard
Lead Forms Migration: Streamlined the back-end application processing by eliminating the
manual email verification step so POS Portal could capture the encrypted data from the lead form
directly
Training & Presentation: Hosted monthly meeting with the key stakeholders at ISG and MPS;
presented the redesign project to the senior management team and at the Town Hall meetings
3. MPS Intranet Redesign & Development: In December 2005, MPS launched its inaugural Intranet.
This resource is available to all Wells Fargo team members who have access to Teamworks. Key initiatives
included:
Acted as the Information Architect, UI Designer and Web Developer to design and develop the
site; a content publisher to manage site content
Defined content publishing standards and production process for using Microsoft Sharepoint (CMS)
Site tracking and analysis by using Webtrends to analyze user behaviors and traffic patterns
Developed the Restricted access for MDC, Admin, Association Compliance and SDC team
Launched the new 2006 Community Support Campaign with events, pictures and video clips
Enhanced Search Function: search content within PDF, Word, Excel and PPT files
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Jonathan Wan 371 Glenwood Ave, Daly City, CA 94015
*******@*****.***
Enhanced the Calendar Function: added new categories, sort and filter functions
Training & Presentation: Hosted a virtual classroom training to the Sales team (300+ team
members) to introduce the key functionalities of the site and presented the intranet site at the
Town Hall meetings; archived virtual classroom/national calls on intranet
4. Redesign of M2: To evaluate the current MPS Retail Accounting Boarding System, M2, was
implemented in 2003 with the purpose of making breakthrough improvements in the user interface and
navigation. The goal was to make the sales process more efficient and effective by providing a sales tool
that is quicker, better and easier to use.
Redesigned the UI of the key pages based on WF brand standard and MPS intranet visual style
for M2 technical development
Deliverables included new UI mock-up (PSD), cascading style sheet and HTML prototype
5. Redesign of Saddle Up (weekly newsletter)
Redesigned the layout and developed the new content standard of the newsletter based on
Corporate Branding, Legal/Trademark and senior management s feedback
Improved readability by reducing file size (PDF conversion) and leveraging Intranet channel to
centralize attachments
Archived weekly newsletter on intranet and made the content searchable within the PDF
6. Asian Connection Bay Area (WF TMRG): A new Asian Connection Bay Area site was redesigned and
launched on 02/26.
Volunteered to be the visual designer and developer to build and redesign the site
Phase I was complete in 9 weeks that included creating a new UI design and site architecture,
standardizing all photos and converting the word-based form to web form
Presented to 12 other TMRG managers via conference call
Schwab Institutional
(San Francisco, 12/03 07/05)
Charles Schwab Corp.
Senior Manager, Schwab Institutional, Charles Schwab
1. Usability and User Interface Design (50%)
Integrated usability efforts for SI.com's projects including Search Engine Integration, Annual
Performance Review and other UI enhancements on SI.com
UI Deliverables included Information Architectures, Schematics, Photoshop mock-ups and HTML
Prototypes based on business requirements, use cases and by following Schwab Unified Process
Developed and distributed UI Design standards to develop consistency of the user experience on
SI.com
2. Email & Content Production & Management (50%)
Managed and improved the content & communications needs delivered through
schwabinstitutional.com (secure site), SIMnet (intranet), and aboutschwabinstitutional.com
(public site)
Managed web-based meetings (Netmeeting, Webex, Virtual Classroom) targeted to advisors
Managed the process and deliverables for email production by working closely with SIM
marketing, central marketing, ad agency and 3rd party vendor.
Performed email production for Schwab News, Advisor Network Newsletter, Managed Account
Newsletter and stand-alone emails followed the CAN-SPAM Act
Interfaced with Legal and Compliance teams to ensure all web content receives necessary
approvals and meets regulatory requirements.
Performed content publication for SI.com and SIMnet by using Vignette StoryServer and
Interwoven Teamsite.
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Jonathan Wan 371 Glenwood Ave, Daly City, CA 94015
*******@*****.***
CA Department of Health Services,
(Sacramento, 02/03 11/03)
Public Health Institute
Internet Services Manager
Managed the design, development and maintenance of 3 websites including: Cancer Prevention
Nutrition Services (CPNS) Government Web site, ca5aday.com consumer/intermediary site and
CPNS Intranet.
Duties included strategy development, content development, project management, and web-
traffic evaluation in order to provide updated information for network, partners, and USDA. The
sites were promoted by online and offline marketing campaigns through intermediaries, partners
and services providers.
Detail daily tasks included conducting business assessment, developing SOW, creative brief and
competitive analysis; prototyping and usability study; hands-on HTML coding, graphic and
multimedia creation, optimization, and conversion; site-traffic tracking and analysis.
Maintained government s technological standards by evaluating current and future hardware &
software, identifying functional requirements and developing technical specifications for DHS
Web-site, ca5aday Web site, CPNS intranet and listserv.
Developed marketing plan for ca5day Web site in order to acquire new users, increase brand-
awareness and develop co-marketing campaigns with partners. Activities included banner
advertising, HTML e-mail and newsletter.
Ogilvy & Mather, OgilvyInteractive (Hong Kong, 04/00 07/02)
Regional Project Manager
Leaded & implemented multiple global projects from initial conception, business & brand strategy
development, creative briefing, project scoping, project planning & budgeting, as well as
technical deployment, QA process and post-campaign analysis.
Projects included brand extension and integration, channel shift & members referral programs,
web site revamp & traffic analysis, viral marketing campaign, localization and globalization
development, usability testing and analysis.
Acted as a focal point for coordinating projects among O&M enterprises: OgilvyOne, PR, and
Advertising & Enterprise IG in Asia, Europe and USA.
Major international clients included Northwest Airlines, Goldman Sachs, Standard Chartered Bank,
Jardine Matheson Group and Asia Global Crossing.
Charles Schwab Corp. (San Francisco, CA, 07/96 - 3/00)
UI Designer & Web Developer
Responsible for developing projects with high quality, on time and within budget for Electronic
Brokerage Technology (EBT) and Asia Pacific Services (APS)
Experienced with project life cycle, proposal writing, project scoping & execution
Extensive knowledge on utilization of process management methodologies and tools: project
plans, budget, schedules, change management and configuration management
Developed & implemented (Hands-on coding) Domestic Web Trading Site into Chinese & Spanish
Trading Sites (both pubic and secure trading sites)
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