Accomplished Program and Project management professional whom drives organizational improvements through leveraging expertise in research and system enhancement. Well-versed in collaborating with employees and leaders to resolve control and procedural problems negatively affecting business operations. Dedicated to cost, process and resource optimization.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Financial Consultant
MassMutual
04.2023 - Current
Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Financial Services Professional
Northwest Mutual
10.2022 - 04.2023
Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Senior Program Analyst
Department Of Homeland Security
07.2016 - 10.2022
Write and craft communications addressing complex topics for national audiences and senior agency officials, effectively articulating the office's work and agency decisions. Provide ongoing communications guidance for effective outreach.
Maintain a current understanding of the policies influencing the office's operations and develop new operating policies and procedures as necessary. Utilize multiple agency systems to independently evaluate data and enhance the office's program goals.
Conduct complex assessments of the USCIS's internal and external outreach programs through digital data analytics tools, including monitoring the agency's websites and social media platforms for quantitative and qualitative analytics reporting.
Perform program analysis of public affairs outreach functions, supporting improvements and compliance with applicable standards. Provide guidance to senior leadership on program operations and reporting. Participate in meetings with internal staff and stakeholders to determine program status and significant milestones, identifying potential issues and recommending appropriate actions to maintain or enhance program objectives.
Collaborate with senior management and stakeholders to conceive, develop, and implement policies and guidelines impacting high-priority agency initiatives. Provide management guidance on internal process improvements to strengthen the effectiveness of internal and external communications outreach activities. Participate in the development of policies and procedures governing public affairs activities.
Independently execute complex administrative functions for the office, including formulating and executing the office's budget, responding to data calls concerning human capital and risk management controls, and addressing other administrative inquiries related to the office's activities.
Independently manage the unique OPA IT assets and government purchase card transactions, coordinating with legal, IT, and other agency contacts as needed.
Assist in developing procurement documents and identify issues in license agreements. Execute unique equipment and software purchases for office-specific needs, collaborating with legal, IT, and other agency contacts to ensure compliance.
Conduct research and complex assessments of internal and external communications efforts by analyzing data from social media and web content management platforms, print and broadcast media platforms, organizational change management practices, and integrated marketing communications principles.
Demonstrate project management expertise with government-wide impact, serving as a liaison with individuals and groups and providing advice on communications outreach program matters both internally and externally.
Prepare financial management/budget analyses and manage various disciplines, including management analysis, risk management and internal controls, acquisitions management, process improvement, and general administrative support.
Conduct research and data analysis using a variety of digital sources, including social media, websites, and other communications platforms to enhance reporting capabilities and continuously improve outreach efforts.
Identified plans and resources required to meet project goals and objectives.
Managed projects from procurement to commission.
Developed and initiated projects, managed costs, and monitored performance.
Achieved project deadlines by coordinating with contractors to manage performance.
Updated operational methods, oversaw accounting procedures, tracked information, and compiled data to improve efficiency.
Advanced experience developing strategic initiatives and campaigns to advance an organization's priorities for entire agencies, multiple programs, agency-wide projects, and changing prorates due to leadership changes.
As a daily responsibility, I've developed and maintained targeted outreach and distribution strategies for The USCS Verification Division, division-wide projects, and single branches.
Developed and initiated projects, managed costs, and monitored performance
Eliminated discrepancies in progress by reviewing performance, spending, and timeline
Provided accurate, detailed quantity take-offs from project drawings and technical specifications
Overseen the direct conceptualization and creation of user-tested, consumer-friendly products that are responsive and easy to use for the country's largest companies training them on how to use the products effectively
Growing the pilot E-Verify Program to over five thousand companies and over a hundred thousand users
Over six years, I Led a team of 5 other project managers and subject matter experts that created print and digital product concepts based on consumer needs and organizational strategy for E-Verify and the SAVE Program.
I routinely develop and maintain a targeted outreach and distribution strategy for Directive Wide Internal and external communication.
On a weekly job duty, I am routinely developing, implementing, and overseeing a product strategy that supports multiple operational business lines using a governance approach that includes prioritization, product road mapping, and the development of a standardized product lifecycle.
Directly and overseen the design and implementation of digital tools or products, educational messages, and approaches to digital distribution across multiple enterprise-wide platforms, including public-facing USCIS websites.
Conduct and lead the most complex supervisory work: I am responsible for evaluating the adequacy of compliance management systems and programs at regulated entities. I assess compliance with applicable laws and regulations, ensuring that the entity does not engage in unfair, deceptive, or abusive acts or practices. I conduct thorough reviews and provide recommendations for improvement to enhance consumer protection.
Project Manager
Department Of Homeland Security, USCIS-SCOPS
02.2009 - 07.2016
GS-5-12
Maintained a current understanding of the policies influencing the office's operations and developed new operating policies and procedures as needed. Utilized various agency systems to independently evaluate data, enhancing the office's program goals.
Conducted comprehensive assessments of the SEC's internal and external outreach programs using digital data analytics tools, such as monitoring the agency's websites and social media platforms for quantitative and qualitative analytics reporting.
Analyzed and assessed public affairs outreach functions to support improvements and compliance with applicable standards. Provided guidance to senior leadership on program operations and reporting. Participated in meetings with internal staff and stakeholders to determine program status and milestones, identifying potential issues and recommending appropriate actions to maintain or enhance program objectives.
Collaborated with senior management and stakeholders to conceive, develop, and implement policies and guidelines impacting high-priority agency initiatives. Provided management guidance for internal process improvements, strengthening the effectiveness of internal and external communications outreach activities. Contributed to the development of policies and procedures governing public affairs activities.
Independently executed complex administrative functions for the office, including formulating and executing the office's budget, responding to data requests related to human capital and risk management controls, and addressing administrative inquiries pertaining to office activities.
Managed the unique OPA IT assets and government purchase card transactions, coordinating with legal, IT, and other agency contacts as necessary.
Assisted in the development of procurement documents and identification of issues in license agreements. Oversaw unique equipment and software purchases for office-specific needs, collaborating with legal, IT, and other agency contacts to ensure compliance.