Experienced with project management, resource allocation, and strategic planning. Utilizes analytical skills to develop and implement effective plans that meet organizational goals. Track record of enhancing operational efficiency through collaboration and problem-solving.
Overview
16
16
years of professional experience
Work History
Retirement Planner
Yeisley Financial
09.2024 - 06.2026
- Performed analysis on individuals investment assets to provide an assessment of their current financial situation. Then developed and define individual retirement goals, and design strategies to ensure financial security. That provides advice on investments strategies, taxes, Social Security, and estate planning. Allow the client, to be able to maintain their desired lifestyle after they stop working, or what needs to be adjusted to achieve the desired lifestyle.
Afterhours Operations Manager
Buchanan Technologies
08.2022 - 09.2024
- Determines call center operational strategies by conducting needs assessments, performance reviews, capacity planning, and cost/benefit analyses; identifying and evaluating state-of-the-art technologies; defining user requirements; establishing technical specifications, and production, productivity, quality, and customer-service standards; contributing information and analysis to organizational strategic plans and reviews.
- Maintains and improves call center operations by monitoring system performance; identifying and resolving problems; preparing and completing action plans; completing system audits and analyses; managing system and process improvement and quality assurance programs; installing upgrades.
- Accomplishes call center human resource objectives by recruiting, selecting, orienting, training, assigning, coaching, counseling, and disciplining employees; administering scheduling systems; communicating job expectations; planning, monitoring, appraising, and reviewing job contributions; planning and reviewing compensation actions; enforcing policies and procedures.
Senior Technical Consultant
Insight Global / Global Atlantic Financial Group
04.2021 - 08.2022
Oversight and management of Disaster Recovery test, for enterprise applications, with a full fail over to alternate location and fail back.
Provides information by collecting, analyzing, and summarizing data and trends
Development of reports that allowed quickly understands business issues and data challenges of organization required to improve IT service delivery
Analyze IT issues and deliver solutions that provide intended business outcomesInteract with process owners and service delivery to implement and manage quality improvements in service delivery
Financial Advisor
EDWARD JONES INVESTMENT
10.2017 - 11.2020
Working with my clients to help with wealth preservation strategies that we then partner together to help build their wealth, so that they can enjoy life with a lesser concern on how they will pay for it. Then ultimately transition that wealth on to their legacy.
Responsible for a book of over 30 million in assets under management, with 350 clients, with an average account size 100k
Series 7 & Series 66 License
KS Insurance License
Global Services Availability Manager
CTG/IBM
04.2010 - 04.2017
Responsibilities include those in the areas of Incident, Major Incident, Problem and Change Management; Programs & Projects, Availability Management, Reporting and Service Integration.
Principal Responsibilities:
Provide single point of contact and be the advocate between Service Delivery and the Client
Manage cost including annual DOU as appropriate between service delivery and the senior account management.
Ensure positive client satisfaction and client relationship is maintained for service delivery
Drive/Manage service quality, performance, and improvement of service delivery processes
Services Availability Manager
Responsible for the protection of client system availability through integrated incident, problem and change management for multiple IT disciplines.
Provide cross functional leadership when incidents occur to demonstrate control of the situation to the client and to ensure rapid recovery.
Primary escalation manager and has ownership for the resolution of major incidents, critical situations and RCAs.
Coordinates service restore activities across multiple competencies and service lines, interfaces with technical teams as well as communicates with account teams and the client.
Service Delivery Manager
Responsible for build and maintaining relationship with key customer staff
Manage and Deliver Services that meet SLA requirements and maintain a high level of customer satisfaction.
Monitor overall Performance of services within scope
Ensure operational delivery teams are aware of changes and are prepared for changing needs
Removal of obstacles to customer satisfaction and/or financial performance.
Vender management responsibility
Work with customer and operational teams to identify and manage service improvement activities. Accountable for overall performance of managed services
Global Incident Resolution Manager
Responsible for minimizing and analyzing the impact of system issues affecting the availability and services in the IT environment that provides analysis and tracking, preventing of incidents from impacting managed IT resources.
Provides information by collecting, analyzing, and summarizing data and trends.
Supports decision making and SLA with ad hoc queries as well as application reporting.
Investigates recurring issues to determine root causes and implements solutions.
Global Reporting Manager
Responsible to ensure the goals of the Service Reporting Management process are achieved.
The main goal is to take what has been defined and measured and report back to the business in clear and concise language.
Working with multiple service providers (Internal and External) to define proper methods and calculations for evaluating service delivery performance levels and customer satisfaction.
Provides information by collecting, analyzing, and summarizing data and trends
Development of reports that allowed quickly understands business issues and data challenges of organization required to improve IT service delivery
Analyze IT issues and deliver solutions that provide intended business outcomesInteract with process owners and service delivery to implement and manage quality improvements in service delivery
Education
Master of Management Information Systems - Management Information Systems
Friends University
Wichita, KS
Bachelor of Science - Computer Information Systems
Friends University
Wichita, KS
Skills
Project Lifecycle
Helpdesk Management
MS Office Suite including MS Project 2003/2010
Technical Content and Process Documentation
Critical Thinking and Problem Solving
Project Management
Customer Focused Technical Support
Advanced Data Analysis
PM Methodology
PM Quality Assurance
Contract and Budget Management
Vender Relations
Determining Project Scope
Communication Skills
Project management
Data management
Customer focus
Community education
Timeline
Retirement Planner
Yeisley Financial
09.2024 - 06.2026
Afterhours Operations Manager
Buchanan Technologies
08.2022 - 09.2024
Senior Technical Consultant
Insight Global / Global Atlantic Financial Group
04.2021 - 08.2022
Financial Advisor
EDWARD JONES INVESTMENT
10.2017 - 11.2020
Global Services Availability Manager
CTG/IBM
04.2010 - 04.2017
Bachelor of Science - Computer Information Systems
Friends University
Master of Management Information Systems - Management Information Systems