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Work Background
Mariner Wealth AdvisorsInformation Technology Project Manager
Nov. 2019 - Nov. 2024Overland Park, KSIT Project Manager
* Lead the technology team (HelpDesk, Systems, Info Security, Networking, Engineering) in project oversight for sprint planning, large project planning, roadmapping and requirements gathering.
* Worked with legal, compliance, technology, operations, and business development teams to create processes to streamline the onboarding process for newly acquired investment firms. * Documented and made recommendations for process improvements in teams across the company. Real Estate Project Manager * Oversaw the real estate portfolio of more than 70 Mariner office locations, from lease coordination to remodeling and construction, to move coordination. * Created location standards and processes to standardize and streamline look for all offices. * Jumped into a backlog of 20 projects and completed all on time and on budget.
Ascend LearningTechnical Project Manager
Nov. 2018 - Nov. 2019Leawood, KS* Established process for application vulnerability and penetration testing for the organization’s Information Security team, including successful penetration testing on 50+ applications, with documentation and training. * Worked with business units, offshore development resources, and internal security engineers to monitor testing.
Intouch SolutionsProgram Manager
May. 2018 - Nov. 2018Overland Park, KS• Responsible for the oversight and proactive planning for programmatic operations for pharmaceutical client. • Led the completion of more than fifty individual projects for the direct to consumer launch including website development, creative assets for TV, print, and digital asset deliverables.
• Created standards for the Program Manager role, a previously undefined and underdeveloped role within the company.
• Led project management across a variety of teams and personality types.
Performance Contracting, Inc. (PCI)Senior Business Analyst (contract)
Jan. 2018 - May. 2018• Led daily stand-ups, sprint planning, sprint demonstrations, and retrospectives as part of the agile development process, overseeing a project to update company budgeting and forecasting technology in MS Dynamics 365 (ERP system).
• Acted as Scrum Master for an agile team that included business analysts, quality assurance, data architects and developers (both onsite and offsite).
• Worked with business analyst to identify business requirements, create user stories, provide pointing for stories based on level of effort, maintained an active project backlog, and operated agile projects in 2-week sprints. • Created regular reporting and dashboards via TFS (Team Foundation Server).
SelectQuote Insurance ServicesPMO Manager
Jun. 2017 - Oct. 2017Kansas City, Missouri• Hired, trained and managed team of 9 business analysts and project managers for a newly created PMO team focused on managing upwards of 10 high priority application development projects at once.
• Created communication and documentation processes using tools like Jira and Confluence to facilitate SDLC best practices and agile project management methodology. • Provided company leadership with project performance reports including sprint burn-down graphs, time spent and story point velocity, and release scheduling and updates. • Coordinated resource management for a team of 15 software developers, including road-mapping and annual planning across three company divisions, requiring the need for constant re-prioritization with business owners and leadership.
SelectQuote Insurance ServicesBusiness Analyst Project Management
Oct. 2016 - Jun. 2017Leawood, Kansas• Led discovery meetings and requirements gathering sessions with business owners, infrastructure, architecture, business intelligence and other stakeholders with the goal of soliciting feedback and approval on SDLC projects. • Created diagrams and documentation to illustrate business process, data flow, inter-departmental integrations, and other technology requirements using Jira, Confluence, Gliphy, Axure, and Visio tools.
• Managed project teams that included developers, designers, vendors and other parties using agile project management methodology, to execute on more than 50 planned projects including CRM updates and new app development.
Keypath EducationAccount Supervisor & IT Liasion
Dec. 2013 - Oct. 2016Lenexa, KS• Led a team of developers and project managers to revise the company’s website development process and create documentation to streamline process that resulted in increased productivity and on-time delivery of future web projects.
• Trained account service team on CMS systems to update client websites and alleviate strain on development team. • Developed strategic marketing plans to increase brand awareness while also meeting directly attributable conversion goals to reach tangible lead and start goals for post-secondary schools.
• Upsold client business portfolio to AOR, increasing revenue to the agency by 52%.
Clickfarm InteractiveSenior Project Manager
May. 2012 - Nov. 2013Kansas City, Missouri Area• Directed and motivated a staff of designers, developers, business analysts and strategic team members in order to complete a multitude of digital projects including new website builds, mobile and tablet application development and CMS back end builds. Oversaw projects in both agile and waterfall development processes. • Developed scopes of work and project plans for all clients, then delegated the work to team members utilizing web-based project management system.
• Provided regular project tracking analytics to CEO in order to optimize staff performance and profitability with a look at operations and how to continue growing company.
• Worked with CPG, B2B & B2C companies to develop, implement and manage lead generation programs that integrate from digital assets to CRM systems (e.g. SalesForce).
McCormick CompanySenior Account Executive
Apr. 2011 - Apr. 2012• Manage business-to-business and business-to-consumer initiatives for European and United States advertising initiatives for Elanco Animal Health, a Companion Animal Health leader.
• Developed solid knowledge of the companion animal health and pharmaceutical marketing health sector. • Work to initiate a comprehensive online media tracking and reporting program for direct to consumer initiatives.
MMG WorldwideAccount Executive
Jan. 2005 - Aug. 2009• Day-to- day client contact and lead on one of the agency's largest accounts, AIG Travel Guard.
• Manage advertising projects from beginning to end including creative brief development and team input through to production and analysis. • Oversee a media team to develop comprehensive plans that include banner and email advertising, social marketing initiatives, pay per click, search engine optimization, national and regional print advertising and behavioral targeting. • Work with a creative team to develop strategic branding campaigns that include television, print, radio, direct mail, online banner and email.
• Coordinate advertising efforts with an outside public relations agency to integrate efforts and develop marketing plans. • Plan and produce monthly direct mail plans of up to 1 million pieces and perform weekly analysis and research to analyze results and optimize performance. • Oversaw all strategy, concept and production of direct mail plans, both with inside vendors and outside freelancers. • Assisted client in the development of a marketing database to house all sales and direct mail information to better provide analysis. • Responsible for developing targeted marketing strategies to hit very specific and measurable revenue and sales goals. • Lead account service team, as well as provide project and strategic management of creative, media and production teams. • Monitor yearly budgets and manage agency projections, meeting or exceeding projections for the past 3 years. • Oversaw my account as it grew from a $2 million to a $14.5 million dollar account.
GlynnDevinsAccount Executive
Oct. 2000 - Dec. 2004• Created and executed marketing tactics for up to 14 clients at a time (focus in the retirement industry). • Developed a variety of projects including direct mail, collateral development, email, television including an infomercial, free-standing inserts, print media, telemarketing and radio.
• Coordinated a week-long photo shoot of property in Las Vegas for retirement community client. • Ensured budgets and deadlines were met on multiple clients and projects.
• During the first two years with the agency, personally worked with outside vendors to purchase printing and mailhouse services, as well as researched media opportunities and purchased ads in a variety of publications.
• During the next two years with agency, worked with newly developed production, printing and mail buyers and media team to make purchases and plan strategy for clients.
NewsTV CorporationSenior Researcher
Jan. 1998 - Jul. 2000• Worked with major television networks and news-magazines to provide information on latest news trends. • Helped production crews to prepare for on-location video shoots of news packages. • Provided daily monitoring of national and global news updates and pitched possible story ideas. • Promoted; Trained new employees with limited supervision.
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