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Project Management Financial Services

Location:
Mesa, AZ
Posted:
November 03, 2023

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Resume:

Russell Collins

*** *. ****** ***** *******, Arizona, 85295

Phone: 602-***-**** (M) • 480-***-**** (H)

Email: ad0trh@r.postjobfree.com

Multi-faceted services professional with experience in business development, sales, project management and financial services disciplines seeking a position with expanding responsibility and visibility. I possess a proven ability to strategically deliver business results while developing and integrating processes and procedures. My background includes expertise with a number of proprietary software applications, client relationship management, accounting, analytics, and advanced knowledge of investment products and services.

KEY PROFICIENCIES

Data Analysis

Money Management

Investor Relations

Organizational Studies

Project Management

Customer Relationship Management (CRM)

EDUCATION

M.B.A. Business Administration

University of Phoenix- Phoenix, AZ • 2008

SPECIAL SKILLS

CERTIFIED ASSOCIATE PROJECT MANAGER

Project Management Institute June 2020

PROFESSIONAL EXPERIENCE

AMAZON INC Tempe AZ

2021-Date

Indirect Supply Chain Specialist

Work in partnership both internally and with suppliers to develop innovative solutions to provide Indirect Supply Chain support to the Operations network. Partner with Accounts Payable, Suppliers and various internal teams to ensure timely resolution of vendor payment issues. Develop deep knowledge of non-inventory items and align with like buildings to drive best practices. Ensure best practices are being shared and implemented. Provide support for Blanket Purchase Order management, including monitoring funds level and requesting additional funds as needed to comply with Spending and Transaction Policy.

2020-2021

Flow Lead, Central Flow

Remotely coordinating Fulfillment Center shipping while using established procedures for maintaining an orderly flow of packages. Maintaining shipping records, calibrating and tracking work-flow in real time according to staffing levels. Reporting up to the minute progress and planning for inputs and outputs as projections are updated using available tools.

RANDSTAD USA (CONTRACTED BY VANGUARD GROUP) Scottsdale AZ

2019-2020

Client Relationship Associate, Education Savings Group

Taking inbound calls from Education Savings Plan clients. Processing withdrawals and contributions. Providing guidance regarding tax questions related to qualified, non-qualified withdrawals and deductibility of contributions. Researching and reporting findings related to prior year transactions. Routing calls according to ESG Service Agreement.

NORTHERN TRUST BANK Tempe AZ

2017-2019

Registered Representative

Key contact with internal and external clients including plan sponsors, internal wealth management advisors, and competing financial services companies. Provide guidance to internal and external clients regarding legal and regulatory requirements concerning retirement plan administration, coordinated asset transfers, new account set-up, rollovers, and tax research.

BANK OF AMERICA Phoenix AZ

2014-2016

Financial Specialist I/Customer Service Specialist

Act as point of contact to internal and external customers for payment research and problem resolution related to misapplied mortgage payments. Provide solutions to complex or escalated issues by answering calls or emails in a contact center environment.

VANGUARD GROUP Scottsdale AZ

2005-2013

Client Relationship Associate

Key contact with internal and external clients including plan sponsors, Third Party Administration firms and competing financial services companies. Provide guidance to internal and external clients regarding legal and regulatory requirements concerning retirement plan administration.



Contact this candidate