Project Manager Management

STEVE SCOTT

**** ******** ******* *** - #*** Cottonwood Heights, UT 84121

Phone: 801-***-****

E-mail: ************@*****.***

Objective : I’m currently working on a Compliance project for Wells Fargo on contract ; I’m looking for full time permanent employment with your firm.

• Dedicated, hard-working professional seeking a position with your company, with ‘lunch pail mentality’

• Goal-driven, reliable worker, with the ability to quickly learn new concepts and skills.

Strong Critical Thinker; I very much enjoy solving complex, detailed problems

• Strong Interpersonal skills with ability to work within a team environment.

• Exemplary Communication skills – able to communicate effectively with all levels of management.

Currently working on an AML project for Wells Fargo Advisors; includes developing a Tracking Sheet for a backlog of cases requiring remediation; designing an EDD and CDD process/program for self-directed brokerage and retirement accounts. Working with AML and Client Services on development of a narrative for outbound/inbound calls with clients to remediate EDD and CDD requirements. Assisting in training for a permanent service team to handle EDD and CDD remediation cases going forward.

• Have managed projects related to Web Development, Process Development and Conversion, Application Implementations, System Conversions and Salesforce Implementations and Redesigns

• Possesses key Project Management, Business Analyst and Leadership skills; has managed many complex projects from Charter to completion. Able to perform detailed analyses and develop Technical Documents such as BRD’s and SOW’s.

Able to effectively report project status to Sponsors and Stakeholders

Has worked on projects with large amounts of data; data analysis, data ‘cleansing’

Able to manage project risks and escalations effectively

• Able to effectively use key Microsoft Office applications including Excel, Word, PowerPoint, Access, and Project. Also have used other Project programs such as Workfront, Basecamp and SFDC Agile Accelerator

• Has experience with Salesforce and apps from the App Exchange (Steelbrick, Hubspot, Invoca, Pardot etc.)

Received Admin. Training with Steelbrick

• Understand basic Network and System Architecture; able to diagram out architecture documents and workflows

CAREER HIGHLIGHTS

Wells Fargo Advisors – Salt Lake City, Utah Contract since Feb 2016

Project Manager

Process Development Project - Working with WFA Leadership in developing a process to manage and remediate AML cases on Wells Trade accounts.

Managing Backlog of AML Cases; assisting Client Services team with remediation of EDD and CDD cases.

This is a contract position, not permanent.

Simplus – Sandy, Utah July 2015 – Jan 2016

Salesforce Project Manager

Successfully manages Salesforce Implementations and Redesigns for small to mid-size clients

Leads a SA and Developer team from design, through development, QA, UAT and promotion to prod.

Has worked with several apps from the SFDC app exchange such as Steelbrick, Hubspot, Pardot, Invoca, Fishbowl, DocuSign, Quickbooks etc.

Successfully managed Steelbrick configuration projects within a client’s SFDC org.

Successfully completed Steelbrick admin. Training.

Emdeon – Salt Lake City, Utah Aug 2014 – July 2015

Project Manager

Successfully develops Timelines and Project Plans for database projects, and client project requests

Successfully manages the Operations’ Team Change Request queue for EDI issues

Acts as Liaison with QA and Programming teams to resolve technical issues in projects and CR’s

ZIONS FIRST NATIONAL BANK – Salt Lake City, Utah Oct. 2002 – July 2014

Project Manager

• Started as a Trade Analyst in Trust Operations; managed Alternative Assets team working with NFS (Fidelity) as custodian; promoted to Project Manager in 2006.

• Implemented 2 Filenet instances and a Kofax scanning station for Wealth Management Division

Established and Managed Full Project Life Cycle of Moderate to Complex Projects

Planned and Coordinated Project Schedules (Timelines), Deliverables/Milestones, and Tasks with Project Stakeholders and Support Staff.

Coordinated Status Meetings with Project Stakeholders and Support Staff, Vendors etc. to keep teams well informed of progress and changes of project.

Successfully managed Change Control, both formally and informally, within each Project

Works to mitigate Team conflict and communication problems

Created Strategies for Risk Mitigation and Contingency Planning

Has experience building successful relationships with colleagues, executives and vendors in support of projects

Has experience creating BRD’s (Business Requirements Documents) and SOW’s (Statements of Work)

Fully versed and experienced with Agile Methodologies

• Successfully managed a large platform conversion projects

• Successfully managed a Salesforce Redesign Project

• Successfully transitioned 3 Banks onto the Trust Department’s accounting platform

• Have worked with various Project Sponsors including Division Presidents and other executives, CTOs, etc.

EDUCATION

YUBA COMMUNITY COLLEGE – Marysville, California

• Associate of Science degree

CALIFORNIA STATE UNIVERSITY, SACRAMENTO – Sacramento, California

• Bachelor of Science in Business Administration, with emphasis in Marketing

EXECUTRAIN – Salt Lake City, Utah (February 2012)

• Completed a required 5-day course in Principles of Project Management and PMP Preparation towards

attaining a PMP Certification.

Interests

I enjoy a multitude of Adventure sports including Canyoneering, River Rafting, Hiking, Mountain Biking, Bouldering

I’ve led groups on Hiking/photography trips in Southern Utah/Northern Arizona

I’m an an avid Photographer, both Landscape and Fashion/Portraiture, have been a member of and served as an Officer of a local photography club

Other activities I enjoy are Weightlifting, Reading, Cooking, Traveling, Sports, Organizing Model Photoshoots

References Available Upon Request

Contact this candidate