L M. F

ISA ORTE

** ******* ***** ****, ******, NEW HAMPSHIRE 03858

H: 603-***-**** C: 508-***-**** acylgp@r.postjobfree.com

PROJECT/PROGRAM MANAGEMENT PROFESSIONAL

Accomplished and dynamic project/program management professional with a proven track record of successful project delivery.

CAREER SKILLS

Exceptionally organized, creative, and resourceful project/program management professional.

Demonstrate good leadership skills, a strong sense of ownership, and attention to detail.

Excellent interpersonal, verbal, and written communication skills and ability to develop professional relationships.

Accomplished manager driving projects from inception to completion with proven conceptual talent for seeing the big picture.

Proven follow-through skills and possess a positive attitude; work well independently, as a team member, and as a team lead.

Generate new ideas and innovative solutions.

Proficient in Microsoft Office Suite, SharePoint, Salesforce.com, Insight Express Surveys and in creating, updating and

streamlining processes and procedures.

Extensive training in Project Management methodology, Influence and Leadership.

Frequently recognized for valuable contribution from various business organizations.

EXPERIENCE

FIDELITY INVESTMENTS WORKPLACE INVESTING, Merrimack, NH/Boston & Marlborough, MA 1998 2016

Director WI Site Strategy and Planning (2007 2016)

Successful leading the strategy through planning and implementation of numerous real estate programs.

Drove the project scope, goals, and deliverables for expansion efforts and workforce migrations with high relocation acceptance

rates.

Evaluated data and analyses to identify cost reduction and revenue enhancement opportunities decreasing cost on small and

large-scale projects.

Partnered with businesses to determine consolidation and migration efforts and minimizing risk and ensuring all compliant.

Monitored and reported progress and provided potential solutions.

Planned and designed logistical components and produced materials for executive meetings.

Managed logistics which contributed to the success of five WI Presidents Circle Prestigious Award Program.

Project Leader/Senior Business Analyst of Consulting Operations (2005 2007)

Supervised seven direct reports.

Successfully implemented new group structure and other operational improvements.

Effectively led onboarding and team-building events for all levels of management.

Directed distribution of internal and external marketing materials.

Senior Executive Assistant

Consulting, Participant Services & Operations, Plan Sponsor & Large Plan Sales (1998 2005)

Produced department business planning and client presentations.

Coordinated all internal and external marketing communication.

Developed the e-welcome package for new hires, logos, signage, templates, and newsletters.

Collaborated with business partners internally and externally during event planning.

Prepared and summarized monthly reporting packages.

L I S A M . F O RT E Page 2

ARTHUR ANDERSEN LLP, Boston, MA 1994 1998

Experienced Tax Assistant / Executive Assistant to Audit Division Head Partner and Audit Operations Group

Organized individual, partnership, corporate, and trust tax returns.

Dedicated to preparing individual tax returns for Boston partners.

Piloted new software and provided recommendations.

Mentor for new hire classes.

Compiled quarterly statistics.

Contributed in special projects and staff development programs.

Coordinated trainings, conferences, seminars, and other special events.

GREENFIELD, GOLDSTEIN, GREEN & BERGER, P.C., Newton, MA 1992 1994

Office Administrator

HOPE BREWING CORPORATION, Providence, RI 1989 1992

Office Manager/Sales Assistant

EDUCATION, MEMBERSHIPS CERTIFICATIONS

AND

Associate Degree, Business, REGIS COLLEGE, Weston, MA (1987 1989)

PMI Member (2006 - Current)

Multiple Six Sigma Certifications

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