Business/Project Manager

Charles J. Kleinberg, PMP, CSM

** **** *** ******** *******, NJ 07922 908-***-****

Email: ************@*****.***

Executive Summary:

Innovative Project Manager delivering projects on schedule, meeting client expectations. Energetic leader

bringing diverse team to one vision. Considerable expertise in planning and leading cross functional teams.

Consistently take initiative developing into an excellent problem solver and teammate.

Career Experience:

Albridge, Lawrenceville, NJ (02/2004 – 06/2014)

Project Manager / Client Implementation Lead III (08/2010 – 06/2014)

Lead client implementations of Albridge Products and Services from kickoff to closure.

Served as Project Manager for development projects on internal systems outside of PMO.

Developed Project Plans for standard implementations and custom projects.

Projects generating $1,200,000 in one time and $9,000,000 in annual recurring revenue.

Experienced leading cross functional teams in US and off shore.

Trained new clients and advisors on the use of Albridge Platforms.

Attended sales conferences to boost initial subscriptions and provide demonstrations.

Acted as pre sales consultant on opportunities in visits to new and potential clients.

Clients varied from small boutique firms to Fortune 500 banks and insurance companies.

Business Analyst (03/2006 – 08/2010)

Corrected over 3,000,000 reconciliation transactions and 12,000 price discrepancies in 2008.

Used Six Sigma research methods to develop short & long term corrective measures.

Develop enhancements for reducing reconciliation errors increasing data quality.

Provide best practice trainings providing clients and end users improved research methods.

Developed projects to research and correct client issues improving client satisfaction.

Relationship Manager (02/2004 – 03/2006)

Served as primary liaison for decision makers and executives on product offerings.

Increased adoption rates of subscribers by over 10 percent for each client.

Attended sales conferences providing training and sales support, increasing subscription rate.

Scoped and developed sales opportunities for managed clients to increase revenue.

Supported Back office and Advisors use of the Albridge Wealth Reporting Tool.

EGS, Inc., Berkeley Heights, NJ Project Lead (02/2003 – 01/2004)

Developed computer network for 3 offices.

Trained and supported teams on use of new CAD software.

Created templates in Microsoft Office to improve team productivity using templates.

Thomson Reuters, New York, NY (03/1997 – 11/2002)

Associate Product Manager (04/1998 – 11/2002)

Successfully managed initiatives to develop custom transaction and analytics data feeds.

Designed QA strategies to ensure accuracy among all Thomson Financial Platforms.

Conducted and coordinated end user training on Thomson’s suite of products.

Created project plans to develop new products and business initiatives.

Client Services Rep. (03/1997 – 03/1998)

Supported clients of LANA software by creating searches and reports.

Developed training and sales pitches through generating reports and researching markets.

Franklin Mutual Advisors, Short Hills, NJ Shareholder Rep (01/1996 – 03/1997)

Performed team leadership functions for up to 8 representatives.

Supported shareholders and prospective investors of 5 Mutual Funds.

Skill Set:

Completed Certified Scrum Master training June 2014.

Completed Carnegie Mellon Course on Innovation in 2013.

Advanced Project Management Master’s Certificate Earned from Villanova University Online 2011.

Project Management Professional (PMP) Certification earned in 2011. PMP#1436418

Joined Project Management Institute in 2011.

Subject matter expert on all Albridge products, and services, NetX 360.

Comptia A+, and Network + Certified Since 2003.

Oracle PL/SQL and SQL+ Experienced in designing queries and analyzing results.

Good understanding of HTML and XML.

Six Sigma Yellow Belt Certified.

Proficient in Visio, MS Project, workflow design, project plan development, and presentations.

Educational Background:

Villanova University, Philadelphia, PA (01/2011 – 12/2011)

Advanced Masters Certificate in Project Management

New Horizons Computer Center, Iselin, NJ (12/2002 – 07/2003)

Microsoft and Comptia Certifications

Kings College, Wilkes Barre, PA (09/1993 – 12/1995)

Bachelor of Science: Business Administration

Additional Information:

Project Management Institute Member (06/2011 – Present)

King’s College Mentor Program Mentor (10/2005 – Present)

Berkeley Heights Volunteer Rescue Squad EMT (06/1996 – 10/2004)

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