ANTHONY MELENDEZ
Marvin, NC *****
ac3i4e@r.postjobfree.com
Mobile: 848-***-****
PROJECT MANAGER / BUSINESS ANALYSIS
Financial Services professional with 10+ years of proven success in end-to-end process management and strategic solutions delivery. The position of Project Manager aligns with my interest, and I welcome any opportunity to interview for this exciting role. Results-driven professional with process improvement and project management experience. Areas of expertise include Strengths include:
Business Process Design
Data Analysis and Reporting
Business and IT Improvement
Product/Project Management
Systems Implementation & Technical Design
Continuous Improvement Measurement
Budgeting/Forecasting
Call Center Technology
PROFESSIONAL EXPERIENCE
Wells Fargo Wealth and Investment Management – Charlotte, NC 2008 – 2017
Annuity and IRA Product Consultant
Managed multi-site teams, including current Manager
Consistently met and exceeded goals including periods of personnel, territory and channel transitions
Used data analysis to identify market trends and generate new sales ideas
Managed technology projects for our Multi-site Contact Centers, including MS Dynamics, Sales Force, CTI
Led team to win Wells Fargo’s Excellence First recognition award 4 consecutive years
Built and maintained strong relationships with business partners leading to better communication and increased sales
Championed sales campaigns with Channel Management and Marketing departments
Developed and managed Marketing Campaigns educating advisors on products that led to increases in sales
Wachovia Trust Operations – Charlotte, NC 2007 - 2008
Mutual Funds and Income Servicing Unit Manager
Led merger integration projects between Wachovia Trust and AG Edwards Trust
Reduced expenses by increasing staff’s time management skills, minimizing errors while handling increasing volumes
Raised quality scores across all teams
Decreased financial risk exposure
Facilitated and reported monthly project status including metrics, dashboards and Balanced Score Cards
Wachovia Securities - Charlotte, NC 2005 - 2007
RIG - Rapid Rollover Supervisor
.
Assisted in the creation of Internal Service performance measurements which resulted in Service Level process enhancements and quality score improvements
Partnered with IT Department, to develop new SQL CRM Database for tracking caseload, timeliness and results, creating 20% greater efficiency
Identified marketing process improvement opportunities which lead to a 40% increase in sales
EDUCATION
Associates Degree in Biology, Middlesex County College, Edison, New Jersey
LICENSES/CERTIFICATIONS
Series 7, 24, 63, 65, Life Insurance: Accident, Health/Sickness and Variable, CRC, Diversity and Inclusion.
Working towards completion of PMP Certification
SKILLS
Strong knowledge of retail retirement and investment products, the Spanish language, MS Office Suite, MS Dynamics
Sales Force, Hyperion, Genesys, Avaya, Aspect, BETA, Clarity.