Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Danielle De Leeuw

Phoenix,AZ

Summary

Natural leader and forward thinker committed to creating strategic and creative solutions to support risk mitigation. I bring strong attention to detail and an analytical mind to every project or initiative. I'm known for reliability and tenacity in the face of complex challenges.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Senior Manager

Charles Schwab
11.2017 - Current
  • First line of defense support for Operations business units to proactively challenge the integrity of internal controls prior to audit findings
  • Conduct detailed analysis of complex data to draw conclusions regarding issues and controls in order to pursue proper business execution
  • Build robust solutions with proven results to improve control performance and mitigate risk while adhering to industry regulatory policies and standards
  • Proactively analyze impact in anticipation of change to strategically create a more effective and efficient control environment

Web Business Analyst II

Avnet
08.2016 - 11.2017
  • Played many roles across the digital team including project manager, product owner and marketing manager depending on business/project needs
  • Lead product owner for industry business solutions managing the onboarding process and customer relations
  • Documented extensive requirements for complex systems, business processing and online consumer experience
  • Conducted competitive analysis to develop online strategies to increase revenue and give organization a competitive edge in the digital experience

Senior Business Systems Analyst

Ameriprise Financial
09.2015 - 07.2016
  • Managed overall project lifecycle from concept and analysis phase to testing and implementation
  • Planned and documented project deliverables by writing business requirements and detailed user requirements for client website
  • Developed test scripts used to conduct and oversee user acceptance testing to ensure the highest quality experience was delivered
  • Partnered with product owners, web developers and key stakeholders to drive operational excellence and build our digital vision to best serve clients

Business Systems Analyst

Ameriprise Financial
04.2013 - 09.2015
  • Monitored issue reporting, client escalations, ongoing enhancements and project initiatives working with business and technology partners.
  • Developed comprehensive documentation to support end-users and facilitate future enhancements.
  • Managed multiple projects simultaneously, consistently meeting deadlines while maintaining a high standard of quality workmanship.

Online Client Support Representative

Ameriprise Financial
12.2010 - 04.2013
  • Streamlined support processes for increased efficiency and improved response times.
  • Troubleshooting of complex system and software issues while delivering highest level of customer service.
  • Acted as a liaison between clients and internal departments when necessary to facilitate prompt resolution of account-related issues or concerns.
  • Served as an escalation point for complex or high-priority cases, ensuring prompt resolution and customer satisfaction.

Education

Bachelor of Arts - Communications And Business Administration

University of Minnesota - Duluth
Duluth, MN
12.2009

Skills

  • Strategic Planning
  • Cross-Functional Collaboration
  • Operations Management
  • Change Management
  • Risk and Data Analysis
  • Documentation and Reporting
  • Organizational improvement
  • Process Improvement

Certification

  • Securities Industry Essentials Exam (January 2019)
  • Series 7 Top Off - General Securities Representative (April 2019)

Timeline

Senior Manager

Charles Schwab
11.2017 - Current

Web Business Analyst II

Avnet
08.2016 - 11.2017

Senior Business Systems Analyst

Ameriprise Financial
09.2015 - 07.2016

Business Systems Analyst

Ameriprise Financial
04.2013 - 09.2015

Online Client Support Representative

Ameriprise Financial
12.2010 - 04.2013

Bachelor of Arts - Communications And Business Administration

University of Minnesota - Duluth
Danielle De Leeuw