MARY (CAROL) LEE, MA, PMP
Project Manager Program Management Marketing Manager
1-949-***-**** ***********@*****.***
https://www.linkedin.com/in/mary-carol-lee-pmp-4202063/ Trabuco Canyon, CA SKILLS
Spreadsheets Creative Problem Solver Variance Analysis HubSpot Google Docs Program Management E Learning Agile Project Insight ClickUp Google Drive Digital Marketing CERTIFICATION
Project Management Professional PMP
Project Management Institute PMI November, 2024 Inbound Marketing
Hubspot Academy May, 2025
Social Media Marketing
Hubspot Academy April, 2025
Customer Validation Professional
Centercode November, 2020
Practical Application of Gen AI for Project Managers Project Management Institude PMI January, 2025 Graphic Design and Canva Essentials
Canva January, 2025
EDUCATION
M.A. in Experimental Psychology
Texas Tech University
1994 Lubbock, Tx
Accepted into the Doctoral Program
Experimental Psychology
B.A. in Liberal Arts
University of Texas
1990 Austin, Tx
Major in Psychology
Minor in Social Work
EXPERIENCE
Marketing Manager
Laguna Iguana Part-time
03/2025 Present Laguna Beach, Ca
Conduct research to understand target audiences, market trends, and competitor activities Conducts cost benefit analysis on tech stack of business Implements and manages digital marketing campaigns, social media, and online advertising Develops marketing strategies, improving sales processes, and building brand awareness
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EXPERIENCE
Program Manager - Operations, Managed Services (Remote) Centercode
10/2020 05/2024 Laguna Hills, CA
Managed over 30 beta projects for high-profile, enterprises such as iRobot, Roku, Massimo, SimpliSafe and Poly, with project durations ranging from 2 weeks to a year
Coordinated product logistics, organized kickoff meetings, reviewed timelines with internal and external teams, tracked feedback, and briefed stakeholders on updates for launch
Proactively identified and mitigated project risks, maintaining a detailed Issue log and Project Plan to drive timely issue resolution Led weekly project status meetings with stakeholders, collaborated with dev teams, product managers, etc., ensuring alignment and timely updates on progress and prepared detailed weekly status reports Maintained an 80 95% participation rate from testers on all projects Helped develop and continually improve the SaaS platform based on stakeholder feedback, implementing best practices within operations
Developed and maintained comprehensive project schedules, ensuring adherence to deadlines for cross-functional teams Associate Sales Operations Analyst/ Executive Assistant (Contract Position) Aerie Pharmaceuticals Start-up Enterprise
12/2017 12/2019 Costa Mesa, CA
Launched and maintained custom reports and dashboards to track product growth and sales team performance using Excel and Tableau
Managed and documented the creation and timely distribution of reports to management, aiding in strategic decision-making Led special projects, including year-end growth reports and national sales conference planning, resulting in improved team performance and successful event execution
Integrated a new Learning Management System LMS company-wide, creating training modules that saved the company $220K Managed vendor relationships and AP/AR processes, ensuring the timely payment of invoices, accurate financial documentation, and compliance with company policies
Planned and executed corporate events, including team-building activities, offsite meetings, and large-scale conferences. Managed budgets, vendor contracts, and event logistics, ensuring smooth execution and positive experiences Organized the VP’s complex calendar, prioritizing and scheduling high-profile meetings, internal and external engagements, and travel arrangements to ensure efficient time management and conflict resolution Project Coordinator - (Temporary Position)
Goin Native Therapeutic Gardens
03/2017 12/2017 San Juan Capistrano, CA
Oversaw citywide Fall fundraising festival, coordinating all logistics, vendor support, and on-site operations for over 50 booths Communicated and managed vendor coordination, timeline development, budgeting, and day-of coordination services Ensured all participant needs were met, leading to front-page news coverage and increased community engagement Rep Support Specialist
NFP Securities
09/2007 11/2011 Austin, TX
Consulted and guided new reps on our NFP platform, increasing efficiency by managing onboarding and acting as primary contact
Handled complex trade entries for Sales Agents, ensuring precision and timely execution Passed the Series 7 licensure exam on the first attempt, demonstrating strong knowledge of the Broker/Dealer firm operations Financial Advisor
Lucien, Stirling & Gray Advisory Group
03/2005 06/2007 Austin, TX
Designed customized investment and wealth management strategies to meet clients’ long-term financial goals, including retirement planning, tax optimization, estate planning, and risk management Performed detailed financial needs assessments, analyzing clients’ current financial situations, risk tolerance, and goals to recommend tailored investment strategies, retirement accounts, insurance, and wealth management products Financial Representative
Northwestern Mutual
02/2004 02/2005 Austin, TX
Created tailored financial strategies for clients, including investment management, retirement planning, and insurance solutions, aligning with their financial goals and risk tolerance. Earned Texas life, health, and accident insurance licenses, enhancing client service offerings.
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EXPERIENCE
Senior Benefits Analyst
Texas County & District Retirement System
06/1998 07/2003 Austin, TX
Promoted multiple times to Trainer and Project Manager. Responsible for developing and coordinating training modules for the Benefits Department Led and contributed to multiple enterprise-level IT projects focused on system integration and finance workflows, including legal process updating and cost/benefit analysis
Achieved improved communication across teams and operational efficiencies VOLUNTEERING
Co-Director of Fundraising
Mission Viejo High School Instrumental Music Booster's Association 08/2023 Present
We are proud parent volunteers that support the various musical programs here at Mission Viejo High School, including Orchestra, Jazz, Wind Ensembles, Marching Band, Drum Line, and the Color Guard. Create social media digital content and promos for most fundraising events Expended our community sponsorships by quadrupling it in 1 year Book Club Coordinator & Social Media Specialist
PMI Orange County Chapter
01/2025 Present
Plan, promote and facilitate meetings for our chapter's book club Use backend analytics to measure, optimize, and improve digital marketing performance.