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Work Background
San Francisco Water Power SewerRecords and Information Management Consultant
May. 2023San Francisco Bay Area• Led the migration of departmental documents to SharePoint-based systems, achieving standardization of filing rubrics, naming conventions, and lifecycle management, which measurably improved the consistency of records.
• Designed SharePoint dashboards to streamline workflows and provide executive-level reporting.
• Developed training programs and facilitated a Community of Practice for Records Coordinators to enhance knowledge sharing and efficiency.
• Implemented new records management practices to improve compliance with governance and regulatory requirements.
• Applied SDLC best practices to document workflows and optimize system implementation strategies.
Soomo LearningSenior Project Manager
May. 2022 - May. 2023Greater Asheville• Improved Jira ticket turnaround time by introducing formal project management best practices, including BRDs and RACI charts, ensuring requirements were captured and approved prior to development.
• Implemented QA/QC and UAT processes to stabilize the project pipeline and enhance delivery outcomes.
• Collaborated with stakeholders to define accessibility criteria and ensure alignment with WCAG standards, ensuring usability compliance.
• Focused development teams on delivering BI-driven insights by aligning project outcomes with stakeholder-defined metrics and reporting needs.
• Utilized SDLC patterns to ensure effective project planning, development, and delivery cycles.
Wells FargoBusiness Systems Consultant, SharePoint Support & Records Management ● Total Rewards
Dec. 2019 - Apr. 2022Charlotte, North Carolina, United States• Addressed non-compliance in records and storage retention processes using dashboards and a Records Coordinator Community of Practice, resulting in the triage of nearly 12 million files and improved lifecycle management.
• Developed SharePoint processes to centralize workflows and automate records management, reducing compliance risk.
• Designed SharePoint dashboards for HR stakeholders, providing real-time records management insights.
• Championed BI tools to enhance decision-making processes, helping leadership analyze employee feedback and engagement metrics through customized reporting solutions.
• Applied SDLC standards to ensure smooth system integration and process continuity.
Wells FargoBusiness Initiatives Consultant, SharePoint Solutions & Business Intelligence ● IT Risk & Security
Feb. 2017 - Dec. 2019• Delivered BI tools to provide actionable insights and improve departmental processes across multiple business units.
• Reengineered 40+ manual processes into streamlined workflows, optimizing efficiency and reducing operational bottlenecks.
• Drove team alignment on risk management initiatives by integrating Tableau for real-time visibility into engagement tracking and compliance metrics.
• Promoted organizational change by implementing Agile methodologies and building team capacity for iterative process improvements.
• Applied SDLC best practices to structure workflows and process automation solutions.
Wells FargoIT Business Analyst / Web Developer ● Consumer Banking
Jan. 2014 - Sep. 2016Asheville, North Carolina Area• Partnered with business leaders to document requirements and design SharePoint-based solutions.
• Developed dashboards and workflows for BI and analytics using JavaScript and .NET frameworks.
• Provided process consulting and technology recommendations aligned with strategic goals.
• Applied SDLC methodologies to manage end-to-end delivery of custom workflows and reporting tools.
Wells FargoBusiness Systems Consultant, SharePoint ● IT
Jul. 2011 - Jan. 2014• Created KPI dashboards and task tracking tools to monitor system performance and business metrics.
• Supported SharePoint environment updates through testing and technical documentation.
• Leveraged SDLC practices to create technical documentation for business process improvement projects.
Wells FargoBusiness Systems Consultant ● IT
Oct. 2009 - Jul. 2011• Provided IA/UX consulting for custom SharePoint solutions and taxonomy development.
• Produced documentation and training materials to support ongoing operations.
• Implemented SDLC frameworks to improve project lifecycle management.
WachoviaIT Business Analyst / Web Developer (Wachovia / Wells Fargo)
Jul. 2007 - Oct. 2009• Developed intranet content and SharePoint tools to enhance collaboration and site performance.
• Introduced Agile/Scrum methodologies to optimize workflows and delivery outcomes.
• Applied SDLC patterns to streamline client engagement and development processes.
WachoviaProject Analyst (Wachovia / Wells Fargo)
Feb. 2006 - Jul. 2007• Designed SharePoint sites and managed data migration to enterprise storage systems.
• Partnered with stakeholders to evaluate content management solutions for operational improvement.
• Leveraged SDLC methodologies for migration planning and execution.
Early Career.Content Specialist, Online Presence Manager, Project Manager, and others
Jan. 1998 - Dec. 2006Contract Writer/Editor, Various Web Content Specialist, JukeboxAlive / MyNewsletterBuilder
Online Presence Manager, Clockware.com
Contract Project Manager, Seventy Two DPI Web Directory and Topic Manager, Infoseek / Go.com
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