Shirley Pu
Project Management
**** ****** ***** **** ****, South San Francisco CA 805-***-**** **********@*****.***
customer success consultant project coordinator Project Manager
Areas of expertise include:
Project Management
Fundamental Research
Process Improvement
Statistical Analysis & Data Mining
Outreach and communication
Client Relations
Leadership
SaaS Environment
Fundamental Research
Risk Management
Professional History
Google X Mountain View Project Manager July 2015-Present
Assist stakeholders to drive closure on legal documents internally and externally
Partner with cross functional teams ensure that all projects are delivered on-time, within scope and within budget
Prepare and maintain project budgets to identify future opportunities for improvement
Measure project performance using appropriate tools and techniques
Developed and initiated internal processes to improve program delivery within specific timeframes
Ensured that all programs were executed within established time period and complied with the defined standards with stakeholders
Think Tank Learning Santa Clara Project Coordinator to CEO June 2014- July 2015
Manage CEO schedule and provided assistance leading to 20% reduction in CEO face-to-face meetings
Communicates directly, and on behalf of the President and CEO, with board members, donors. Foundation staff, and others, on matters related to CEO’s programmatic initiatives
Assist in coordinating agenda of senior management team meetings and off-sites, and all-staff meetings
Process expense reports and travel itinerary arrangement
Support leadership team by creating agendas, scheduling presenters, creating draft minutes and tracking action items
Wellsfargo wealth management Los Angeles Senior Associate December 2010- June 2014
Manage high net worth clients’ accounts and assemble requests for proposals for medium to large sized firms
Actively participate in client meetings and brainstorming sessions
Track all activities and relationships on a pipeline
Proactively managing on boarding relationships for investment strategist, wealth advisor and private bankers
Support bankers in researching and creating presentations, industry reports, and financial analysis to value potential clients
Education & Professional Development
Bachelor of Science in Finance University of California, Davis, 2010
Technical SKILLS
Language: Fluent in Mandarin; Basic in Japanese
Programming: HTML, Visual Basic.Net
Software: Microsoft Office, Adobe illustrator, Macromedia Suite, Agile methodologies, Salesforce, Outlook, Google Products, Mac iOS