Summary
Overview
Work History
Education
Skills
Awards
Off the Resume
Timeline
Generic
CHERALYN STEVENSON, MBA

CHERALYN STEVENSON, MBA

McLean,VA

Summary

Energetic, highly motivated, and results-driven executive offering broad experience in Leading Profitable Operations, Sales Lead Generation, Business Management, Finance, and key relationship management. Expertise in client-service, administrative and management support functions combined with the knowledge of legal technology, court filings and legal procedures. Proven record of short and long-range tactical planning and improving operational processes. Competent in directing and leading multi-million-dollar projects, coupled with quality standards to drive program growth. Offers high-caliber entrepreneurial and leadership skills with strong background in utilizing out-of-the-box approaches in training and developing employees to foster team unity toward achievement of corporate goals and objectives. Enjoys challenges and able to multitask in a fiercely competitive, fast-paced environment.

Overview

20
20
years of professional experience

Work History

IT Managing Program Director

Charles Schwab & Co
Westlake, TX
03.2022 - Current
  • Created and maintained relationships with key stakeholders, including customers, suppliers, government agencies, and other industry partners.
  • Managed executive team members to ensure successful execution of projects in a timely manner.
  • Maintained open communication channels between departments to maximize efficiency and productivity.
  • Assessed financial performance of the organization on a regular basis and identified areas for improvement.
  • Recruited, trained, mentored, and managed employees at all levels within the organization.
  • Implemented technological solutions designed to improve operational effectiveness.
  • Monitored budgetary expenditures across multiple departments to ensure fiscal responsibility.
  • Reviewed current systems and processes regularly for potential improvements or upgrades.
  • Introduced innovative approaches that improved efficiency while reducing costs.
  • Led organization by establishing business direction and actualizing operational plans to meet goals.
  • Established and oversaw strategic business actions and streamlined operations.
  • Oversaw budgetary and financial activities and implemented strategies to grow business and profits.
  • Drove company vision with collaborative employee engagement techniques and strategic leadership.

Founding Member

The Changists
Dallas, TX
01.2020 - Current
  • Merge the business and law firm worlds by developing cost savings strategies including outsourcing tasks to our talented group of legal professionals, vendor & technology recommendations & implementations, and creating sustainable processes and procedures
  • Manage profit & loss by following security procedures, maintaining inventory, managing labor, and reviewing financial reports
  • Develop & implement divisional compliance of company-wide goals, with management team
  • Responsible for day-to-day operations to include developing community partnerships, budgeting, audit preparation, staff development, human resource management, community partnerships and other executive level management duties
  • Establish evaluation process emphasizing proactive management which promotes key employee retention building an environment of trust & ethics between management & staff
  • Develop policies & direct political strategies concerning legislation that impact member profitability and professionalism.

Senior Director Program Management

Fidelity Investments
Westlake, TX
01.2015 - 01.2020
  • Responsible for improving profitability and efficiencies with creative solutions that involved people, processes and technologies
  • Advised on corporate matters, contract negotiations, and legal business strategy in the most advantageous manner for Firm
  • Served as a trusted advisor to the General Counsel at Fidelity, provided sustainable expert advice and strategies that were responsible for creating a collaborative, productive, advanced environment
  • Drafted and approved contracts, corporate transactions, research and development projects, and reviewed business operations and technical services processes and procedures.
  • Provided guidance on best practices in project management to ensure successful outcomes.
  • Coordinated with stakeholders across multiple departments to develop innovative strategies for problem solving.
  • Collaborated with executive leadership team to develop long-term objectives that would drive success.

Managing Paralegal | Law Firm Business Director

Various Law Firms
01.2004 - 01.2014
  • Supervised paralegals, law clerks and other staff members on various projects.
  • Managed daily operations of the business, including budgeting, forecasting, staff management and customer service.
  • Researched, compiled and organized legal documents for use in court proceedings.
  • Provided support to attorneys in the preparation of motions, briefs and other legal documents.
  • Drafted pleadings, affidavits, summonses and complaints for filing with courts.
  • Attended hearings at state and federal court level on behalf of attorneys when needed.
  • Identified and analyzed legal documents, discoveries and contracts.
  • Prepared clients for appointments, depositions and testimony.
  • Trained staff on office procedures and case-specific duties.

Education

MBA - Project Management

Colorado Technical University
Colorado Springs, CO

Bachelor of Science - Criminology

Regis University
Denver, CO

Skills

  • Business & Operation Mgt
  • Project/Program Management
  • Strategic Leadership
  • Business/Corporate Development
  • Strategic and Tactical Road Mapping
  • Financial Analysis & Management
  • Effective Decision-Making
  • Escalated Issues & Conflict Resolution
  • Operational Analysis
  • Human Resource Management
  • Performance & Profit Optimization
  • Vendor & Employee Engagement
  • Risk Assessment & Management
  • Communication & Collaboration
  • Change Management, Coaching, Training
  • Budgeting and Forecasting

Awards

2021 Top 25 Consultants for Excellence in Client Services Advanced

Off the Resume

I am a highly driven, highly organized, proud mom, wife, and human rights advocate with a deep interest in consistently learning about cultural anthropology, global affairs and intercultural communication. I am a disciplined and honest impactful leader with a focused and healthy mind and spirit ready to intentionally and purposefully make meaningful contributions to improve any effort I am part of.

Timeline

IT Managing Program Director

Charles Schwab & Co
03.2022 - Current

Founding Member

The Changists
01.2020 - Current

Senior Director Program Management

Fidelity Investments
01.2015 - 01.2020

Managing Paralegal | Law Firm Business Director

Various Law Firms
01.2004 - 01.2014

MBA - Project Management

Colorado Technical University

Bachelor of Science - Criminology

Regis University
CHERALYN STEVENSON, MBA