Project Manager Management
Resume:
RICHARD D. VERRIER _______________________________________________________________
443-***-**** ********@***.***
SUMMARY
Experienced professional with 14 years of Management, Research and Analysis, Project Management, Software Development, Compliance, Administrative, Strategic Planning, Personnel Management, Team Building, Supervision, Investment Management, and Marketing experience. Strong analytical skills. Computer proficient on PC/Mac, experience with multiple applications. Seeking management career opportunities within the intelligence community.
CLEARANCE/LICENSES
Security Clearance TS/SCI w/CI polygraph (active)
Series 7, Series 66, Life/Health Insurance licensed
PROFESSIONAL EXPERIENCE
Project Control Officer /Asst. Project Manager (short term contract) NCI 02/2012 – 04/2012
Manage and coordinate numerous aspects of final stage initiative for implementation of CMS software onsite within DISA FGGM campus.
o Manage client, vendor, sponsor, and end-user communications.
o Manage communication and coordination with government PMO.
o Coordinate stakeholder meetings, interviews, training, demonstrations and development.
o Create, maintain and organize project documentation within MS Office documents to include Word, Excel, Power Point, Project and others.
o Coordinate stakeholder participation in system implementation and track progress against schedule requirements.
o Create, maintain and update calendars, spreadsheets, presentations, demonstrations, and training materials.
Director of Research Scarborough Capital Management, Inc 07/1999 – 11/2010
Director of research department for an established investment and financial planning company specializing in management and education of retirement services. Provided research and asset management for advisors managing approximately $1B in retirement assets for over 4000 clients and over 120 companies across the U.S.
o Managed, Co-Managed or assisted in multiple projects to include, but not limited to, Retirement Management Systems, Scarborough Retirement Systems and Scarborough Asset Management all proprietary software systems; Portfolio Allocation Committee, Plan Return Sheets, Allocation Sheets, Plan Model Audits, Market Return Comparison Calculators, The Scarborough Method, and Disaster Recovery Projects.
o Managed analysis and interpretation of economic, financial and investment data for presentation and decision making processes.
o Managed and developed research and implementation of strategies for quantitative and qualitative mutual fund selection.
o Developed and maintained both spreadsheet and software calculators for asset management including annualized returns, benchmarks, projections, systematic contributions/distributions, and other finance and accounting functions.
o Conceptualized, developed and authored “The Scarborough Method”, a proprietary quantitative and qualitative methodology for the selection of mutual funds for retirement portfolios.
o Coordinated all research for presentations, marketing materials, education, newsletters, and management of 401k/retirement assets.
o Provided research and insight to a sales representative team regarding economic and market developments.
o Assisted compliance in auditing processes as well as review of marketing materials.
o Assisted in the in the development and implementation of proprietary retirement planning and 401k asset allocation software.
o Interviewed portfolio managers and visited investment management companies for necessary due diligence in potential and existing positions.
o Provided economic, market and pertinent article information to advisory staff as well as assisting in the creation and publication of quarterly newsletters, electronic communications and company web site.
o Conducted monthly meetings providing insight and analysis of economic and market developments to retirement advisors and staff.
o Developed, maintained an investor profile for scoring and assisting clients into model portfolios.
o Developed, allocated, rebalanced and maintained 7 model portfolio allocations within over 120 401k plans.
o Constructed model portfolio allocations at an asset class level and implemented specific fund selections for allocations.
o Contributed research to articles appearing in including US News & World Report, Associated Press, and The Wall Street Journal as well as the book The Scarborough Plan: Maximizing the Power of Your 401(k) authored by J. Michael Scarborough.
Research Analyst Scarborough Capital Management, Inc 02/1997 – 07/1999
o Provided research, statistics and support for sales, marketing, education, presentations, and management.
o Developed spreadsheet tools and calculators to enhance the support of sales and marketing staff.
o Provided market and economic summaries.
o Assisted with the development and implementation of research tools, economic and market summaries.
o Maintained spreadsheets and returns analysis of model portfolio allocations.
EDUCATION
Bachelor of Science in Finance, University of Maryland, College Park
ADDITIONAL CAREER COURSE WORK
Currently enrolled in the Project Management Certificate with The Boston University Corporate Education Center for the Project Management Professional (PMP) certificate exam administered by the Project Management Institute (PMI)
Completed course work for the Certified Investment Management Analyst (CIMA) program from University of Pennsylvania, Wharton School of Business.
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