Resume
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- An analytical service professional with over 15 years experience of finding solutions, researching problems, assisting internal and external clients
- Over 13 years of experience in developing and delivering training/instruction materials
- Over 7 years as the subject matter expertise for internal and external teams, as well as business partners
- Over 7 years of project experience
Selected Achievements
- Responsible for creating, maintaining and posting over 250 training documents & resource materials to internal website
- Winner of Operations First award for an innovation idea
- Shining Star award for work on a mapping project and multiple Spot awards
- List item 1
Experience
Fidelity Investments
Workleader- Managed a team of 15 associates. Analyzed management reports and distributed assignments to department associates daily.
- Conducted quality control validation on work preformed by associates
- Subject matter expert for department management and associates
- Liaison for off-shore business partner
- Contributing member for multiple different project teams with various levels of management
- Responsible for multiple projects
- Created training programs, documents, compile resources and trained associates
- Provide enhancement suggestions and perform testing on automated software workflow system updates
- Processed applications and maintenance on participant accounts
- Designed and implemented workflow policy and procedure documents
- SME on a project to automate account and beneficiary information
- Developed procedures and implemented process improvements
- Trained and mentor new hire
- Contributed to company wide projects and initiatives
- Processed customer trades for mutual funds, stocks, bonds and options
- Assisted customers with their questions, money transfers, account balances, stock quotes and educational needs
- Tax gate representative during tax season
Jones, Waldo, Holbrook & McDonugh
Accounting Clerk /Special Project- Special project – Managed client data & deposits for an eighty-million dollar private offering
- Accounting Clerk – Completed monthly shareholder reports and spreadsheets. Assisted with Accounts Receivable, filed, cut checks and answered phones
BYU Institutional Laundry/Textile Cleaning Services
Project Coordinator- Created an instruction manual for each of the 16 different functions within the laundry
- Helped established inventory-counting procedures
- Developed an item classification system and location charts for a million dollar plus inventor
- Span and record launder items, process unbarcoded items
- Assemble orders and print reports
- Help within other business areas when needed
Education
Bachelor’s degree in Psychology with a minor in Business – Brigham Young University, Provo
Program/Knowledge Base
- Microsoft Word
- Excel
- PowerPoint
- Publisher
- Adobe Photoshop
- Adobe InDesign
- WordPress
Hobbies
- Photography
- Crafts