Order Management Quality Assurance

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Summary

Highly organized, results-driven leader with extensive experience directing complex project operations including team leadership, technology implementation, and presenting to clients. Collaborative communicator able to coordinate with stakeholders, cross-functional teams, and vendors to align priorities and achieve goals. Analytical expert skilled in leveraging data to improve processes and influence decision makers.

Education

Bachelor of Science, Management

Magna Cum Laude

Saint Mary’s College

Bachelor of Arts

University of Massachussetts Amherst

Communication Studies

3 years completed

MBA Candidate

Liberty University

Areas of Expertise.

• Interpersonal.

Communications

• Team Lead

Project Management

•. Data Analysis

Workflow

Managemetnt

Forecasting

Public speaking

SQL proficiency

Business Writing

• Quality Assurance

• Training Facilitationn

• Type 85WPM.

• Buy and Sell side experience

• Diversity Candidate

Professional Training

Professional Experience

Evans and Wallace construction

2018. 2023

Boston Ma.

• Organize office operations

• Prepare Payroll

• Controlling correspondence

• Answering phones,mail, and email

• Approving supply requisitions

• Create and manage project plans

• Order and maintain office supplies, and equipment

ensure all items are invoiced and paid on time

• the office

• works closely with other departments such as Human resources and legal counsel.

• Liaise with facility management vendors including cleaning, catering,and security services.

• Planned in house or off site activities, like parties, entertainment, catering, and security services

• Address employee queriMaintain calendars for managers and staff. Schedule meetings and appointments within

es regarding office management issues (e.g

stationary hardware, ad travel requirements Assist with the o b

onboarding process for new employeesbbv

• Provide general support to visitors

Deutsche Bank Asset Management 2015 – 2017 Independent Implementation Consultant

New York NY

Manage portfolio of 50 public fund and corporate customers by providing technology resales, implementation, and support.

• Led implementation project for an Order Management System and coordinating and facilitating training for 150 end users.

• Developed method to eliminate process redundancy and improve productivity by defining process business requirements.

• Provided engaged, supportive leadership to 20 direct reports.

APG Security 2013 – 201SECURITY GUARD

Providence RI

Demonstrated meticulous attention to detail in patrolling and monitoring on- premise activities, ensuring safe and secure environment, controlling entrance and departure of employees, visitors, and vehicles, and documenting daily activities and incidents.

3 / 5

Langevin Training

Train the Trainer

• 101 Training

STATE STREET INSTITUTE

First Line Management

Managing Managers

Olmstead Associates 2010 – 2012

SENIOR CONSULTANT, INVESTMENT OPERATIONS

Needham MA

Delivered trusted consulting and led complex projects including analyzing data, evaluating process flow, assessing technology, reviewing operating models, preparing value-add recommendations, facilitating client and vendor workshops, and executing client-ready project deliverables within quality standards.

Linedata Services 2006 – 2009

PROJECT MANAGER / IMPLEMENTAION CONSULTANT

Directed strategic project operations including workflow management, preparing plans, defining timelines, leading project teams, forecasting, scheduling, implementing cost controls, and submitting request for proposals (RFP).

Oversaw subcontractor kickoff meetings to present project requirements, compliance, and schedules.

Implemented 50 proprietary order management systems.

Facilitated training for 400 clients and internal staff within one year.

Leveraged 12-step design cycle enabling production of better courses faster and developed and implemented development programs achieving 15% reduction in labor costs.

4 / 5

Additional Experience

ITG (Macgregor)

Directed strategic project operations including workflow management, preparing plans, defining timelines, leading project teams, forecasting, scheduling, implementing cost controls, and submitting request for proposals (RFP).

Oversaw subcontractor kickoff meetings to present project requirements, compliance, and schedules.

Implemented 50 proprietary order management systems.

Facilitated training for 400 clients and internal staff within one year.

Leveraged 12-step design cycle enabling production of better courses faster and developed and implemented development programs achieving 15% reduction in labor costs.

Advent Consulting

Interface Manager

Develop client workflows based on their business needs, installing and troubleshooting Advent products. Configuring and automating products to best meet client’s workflow and

5 / 5

procedures. Training clients on use and administration of applications, managing time to maximize agenda and deliver on critical components. Mapping of systems between Custodian Bank and Axys Accounting (SQL backend) and Moxy Order Management System Software (SQL backend).

State Street Bank & Trust Company 1986 1997

ASSISTANT VICE PRESIDENT

Boston Ma.

Spearheaded money market operations by leveraging change management methods to implement best practices, hiring and leading productivity focused staff, processing money market and foreign exchange instruments, creating business process flows, and overseeing physical securities settlement desk for government, municipal bonds, corporate bonds,and mortgage back securities. Managed the conversion from physical securities to DTC. Solid understanding of maturity ladders,yield curves, credit ratings,pricing,amortization,settlement, and Asset and liability management.(ALM) Performed pre sales technology presentations which led to implementation and support of the Custody Banks Master Trust and Public Funds clients.

Northeast Food Coop Jan 1984 toJan 1986

Arlington, MA

Northeast Company/ and prepare inventory for delivery Use technology like smartphones and handheld devices to sort, scan, and prepare ordersView prompts on screens and follow direction for some task building wrap, sort, and transport pallets and packages Receive truck deliveriesUsed carts, dollies, hand trucks, and other gear to move items around

Credentials

Certified Trainer: Training 101, Langevin Training

Advent Software Axys Accounting and Moxy order management system Certification

Moxy Order Management Software Certification

Line Data Order Management Software Certification

State Street Banks IBS System, Insights System, ISMAC/SMAC Certifications

PMP Certification

Contact this candidate