Manager Account

Gina Bitler

260-***-**** *********@*****.***

**** ******** ** **** ***** IN 46804

Summary of qualifications

A self-motivated business professional that demonstrates leadership qualities and works well with cross functional teams.

Areas of Expertise:

Project Management

Cross Functional Team Leadership

Employee Motivation and Development

Effective Communication

Experience

Lincoln Financial Group

Business Analyst January 2013 – January 2015; November 2016 – Present

As a Business Analyst I am a Subject Matter Expert who consults, analyze and deliver more complex data analytics and metrics to support goals and objectives for stakeholders. I successfully define more complex data patterns and trends as well as provide insight to enhance business decision making.

Execute acceptance testing and business sign-off for production implementation.

Direct critical severity business issues; serve as a resource to provide timely issue as well as business impact identification.

Organize technical resolution teams, facilitate the planning and restoration of services, and provide management communication statuses.

Support continuous improvement philosophy and service culture by identifying process inefficiencies and making recommendations to streamline workflows, reduce unit cost while enhance service.

Provide stakeholder consolidated operations reporting.

Lincoln Financial Group

Business Project Manager January 2015 – November 2016

As a highly focused Business Project Manager for Retirement Plan Services, I led regulatory projects, fund change projects, vendor initiative projects as well as strategic projects. I successfully managed the largest case load for RPS PMO with five projects at one time. Projects managed as Waterfall and Agile projects within short timeframes.

Manage successful project outcomes while adhering to the quality standards of the business.

Ensure consistent and effective communication with sponsors and stakeholders.

Meet timelines for projects per the published plan.

Lead regular team meetings to monitor project progress.

Managing adherence to project scope.

Ensure appropriate business project resources are secured for projects.

Responsible for all Organizational Readiness as it pertains to the project.

Lincoln Financial Group

Technical Specialist September 2011 – January 2013

As a Technical Consultant for Retirement Plan Services, I successfully consulted/analyzed and delivered on more complex assignments/projects for assigned area(s) of responsibility. High level analysis, research, and process of financial transactions.

Direct employees to accomplish organizational objectives through project development, computer and manual enhancement.

Manage outside vendor expertise to create effectiveness within the business unit.

Identify risks, gaps and controls for various processes as well as implement new and modified processes/technology.

Lincoln Financial Group

Account Manager August 2007 – September 2011

Director Account Manager, I was responsible for driving sales and retention by maintaining effective relationships with Plan Sponsors, Third Party Administrators, Agents, Brokers and/or distribution partners. Main point of contact for any customer inquiries, material requests, re-pricing, service agreement, and plan design solutions. I worked within an environment of multiple markets, products, and funds under unique tax laws, SEC and FINRA ruling, as well as multiple administrative systems.

Key Account Manager managing 671 cases, assets totaling $250M.

Asset retention with the highest quality of customer relations.

Evaluate pricing and facilitating/presenting re-pricing proposals to Agents as well as Plan Sponsors.

Proactive client outreach, client facing visits.

Main consultant for Account Management projects involving QDIA and IT Production.

Wells Fargo Bank

Investment Operations Specialist

Daily operations processing/management, conducted audits including surprise audits. Supervised staff, maintained schedules and mentored employees.

Margin approvals, wire transfers, journal funds between brokerage accounts, ACH transfers, and stock certs deposit/transfer, investment account transfer/rollover, deposit incoming checks stocks certs deposit/transfer, daily customer services.

Education

Bachelor of Science: Indiana Tech – B.S. Business Administration Management, Fort Wayne IN 2020

Bishop Luers High School

1996

Acknowledgements

ASPPA RPF 1&2 Dec 2008

ASPPA TGPC 1 Dec 2010

SIX SIGMA Yellow Belt March 2013

Payroll Processing Money In Kaizen

Payroll Processing II Money Out Kaizen

Funds Management Kaizen

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