Summary
Overview
Work History
Education
Skills
Websites
Interests
Timeline
Links
Generic

Dionne Perteet

Las Vegas,NV

Summary

Dynamic, customer-focused Project Coordinator with a robust background in financial services, adept at driving complex initiatives through meticulous planning, documentation management, and effective schedule coordination. Expertise in coordinating project activities, tracking milestones, managing risks, and supporting governance processes ensures alignment with organizational objectives. Proven ability in operational risk mitigation, quality review, control evaluation, vendor coordination, and disaster recovery planning enhances project resilience. Recognized for fostering cross-functional collaboration and proactively addressing challenges while maintaining a strong commitment to clear communication and stakeholder engagement for efficient project execution across diverse teams.

Overview

16
16
years of professional experience

Work History

Sr. Quality Analyst – Risk Based Quality | Program Coordination

Thrivent Financial Services
Remote
01.2022 - 01.2026
  • Founding member of the Operational Risk-Based Quality (RBQ) team, helping design and implement quality governance frameworks aligned to enterprise risk tolerance.
  • Coordinated and led onboarding and training for five major operational teams into the RBQ program, establishing standardized QA objectives and implementation expectations across Beneficiary Ownership and Assignment, Client Data Management, and Brokerage.
  • Conducted process audits for the Day 0 initiative within InForce Annuities and Death Claims, performed details process analysis, identifying critical gaps in vendor testing and process flows, recommending a pause in implementation for InForce Annuities processes to mitigate audit exposure and quality risk.
  • Developed and automated the QA Checklist Change Tool using Power Apps, Power Automate, and SharePoint, reducing review and handling time by 50% (60 minutes to 30 minutes) across Operations, vendors, and RBQ teams.
  • Led the enterprise Name Change initiative as a separate workstream, coordinating and leading the name change project to ensure compliance, regulatory, and legal requirements were met; authored the Name Change policy and created process flows across Client Data Management, Mutual Funds, and Brokerage.
  • Leveraged Microsoft Copilot to enhance audit analysis, accelerate data synthesis, and improve clarity of quality reporting while maintaining governance standards.

Business Systems Analyst – Brokerage Change Governance

Ameriprise Financial Services
Minneapolis
01.2014 - 01.2022
  • Oversaw approximately $1M in annual vendor application investments, aligning enhancements with regulatory priorities and operational usability.
  • Developed structured governance review processes and bi-monthly executive reporting decks to support prioritization of system enhancements based on client, advisor, regulatory, and operational impact.
  • Coordinated and led the brokerage weekly intake meeting, vetting technical enhancement requests impacting front-end and back-end applications, stakeholders, budget, technology, financial advisors, and clients.
  • Designed an internal tracking database that enabled Power BI reporting for quality and change governance oversight.
  • Served as release manager for the primary operations-facing application, BETA Host, communicating risks to internal databases and functionality.
  • Conducted requirements gathering sessions to define business needs and system enhancements.
  • Collaborated with cross-functional teams to identify process improvements and streamline operations.
  • Analyzed system performance metrics to recommend enhancements for increased efficiency.
  • Developed comprehensive documentation for business processes and system functionalities.
  • Trained business personnel in use of systems.
  • Assessed business requirements to create focused solutions.
  • Drove strategic planning efforts by assessing technology trends impacting financial services industry.
  • 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.
  • Identified critical issues within existing systems, providing recommendations for resolution and prevention of future problems.
  • Identified needed business improvements and determined appropriate systems required to implement solutions.
  • Created and maintained standard operating procedures governing system functions and features.
  • Facilitated communication between technical and non-technical team members, ensuring project alignment across all parties involved.
  • Improved business processes by analyzing system requirements and implementing effective solutions.
  • Provided excellent customer service by addressing user inquiries promptly and professionally, resolving issues efficiently wherever possible.
  • Collaborated with stakeholders to gather essential requirements, ensuring successful project outcomes.
  • Analyzed user feedback to identify areas requiring improvement, prioritizing enhancements based on impact potential.
  • Improved systems with addition of new features and infrastructure.
  • Championed change management initiatives within the organization, promoting the benefits of adopting new technologies to improve overall efficiency.
  • Facilitated training sessions for end-users on new system features and updates.
  • Helped deploy system enhancements to improve field operations.

Business Systems Analyst – Quality Assurance

Ameriprise Financial Services
Minneapolis
01.2010 - 01.2014
  • Designed and coordinated a disaster recovery program for 15 critical applications with defined RTO/RPO targets, meeting SEC/FINRA requirements and proving effective during Hurricane Sandy and the COVID transition.
  • Prepared executive-level recovery plans, outage communications, and post-test reports, including vendor improvement recommendations.
  • Identified vendor-site concentration risk during Hurricane Sandy and recommended parameter adjustments to protect approximately $681B in assets under management.
  • Served as release manager for BETA Host and Phase 3, communicating technical updates, risks, parameters, and functionality.
  • Analyzed business requirements to enhance system functionalities and streamline operational workflows.
  • Developed process documentation and training materials for end-users on system enhancements.
  • Led cross-functional teams in identifying opportunities for process optimization and efficiency gains.
  • Evaluated existing systems, recommending strategic upgrades to align with evolving business objectives.
  • Identified critical issues within existing systems, providing recommendations for resolution and prevention of future problems.
  • Facilitated communication between technical and non-technical team members, ensuring project alignment across all parties involved.
  • Collected, defined and analyzed business requirements.
  • Coordinated data migration and consolidation efforts.

Education

Associate of Arts - Business

Normandale Community College
Bloomington
12.2010

Program Management Certificate

Coursera
2026

Skills

  • Project planning
  • Stakeholder communication
  • Quality assurance
  • SharePoint
  • Microsoft Outlook & TEAMS
  • Vendor coordination
  • Change management
  • PowerPoint
  • Risk identification
  • Compliance support
  • Data analysis
  • Jira
  • Waterfall & Agile
  • Process improvement
  • Excel
  • Power Point

Websites

Interests

I enjoy being active in community service I volunteer at several pet rescues, and I am actively involved in advocating for missing children

Timeline

Sr. Quality Analyst – Risk Based Quality | Program Coordination

Thrivent Financial Services
01.2022 - 01.2026

Business Systems Analyst – Brokerage Change Governance

Ameriprise Financial Services
01.2014 - 01.2022

Business Systems Analyst – Quality Assurance

Ameriprise Financial Services
01.2010 - 01.2014

Associate of Arts - Business

Normandale Community College

Program Management Certificate

Coursera

Links

LinkedIn

Similar Profiles

  • Evelyn JacobsEvelyn Jacobs

    Quality Analyst II, Quality Risk Management at Zions BancorporationQuality Analyst II, Quality Risk Management at Zions Bancorporation

  • KRISTA COLLEEN ECHOLSKRISTA COLLEEN ECHOLS

    Risk-Based Continuous Improvement Coordinator, Sr. Cytogenetic Technologist at LABCORPRisk-Based Continuous Improvement Coordinator, Sr. Cytogenetic Technologist at LABCORP

  • Indira PenemetchaIndira Penemetcha

    <ul><li>- Working in Collaboration with the Central Quality team in the development of Quantitative checklists for Aggregate reports.</li><li>- Performing QR of Safety reports i.e, PADER, DSUR, PBRER and DSURs.</li><li>- Managing QR Team for Safety reports and acting as a training lead for Safety Writing Team.</li><li>- Prepared and Performed QC of the trackers for RSI project.</li><li>- Performed Quality review of cases in Argus database for VOQR project. Created error-free reports and other outputs according to tightly defined specifications to ensure timely reporting of assigned job to program management.</li><li>- Participating in weekly meetings on a regular basis to understand the client's requirement for a particular program and ensure that the team meets or exceeds the targets in terms of quality, quantity within the scope of time constraints</li><li>- Responsible for reviewing the SOPs, job aids as per program specific requirements.</li><li>- Acting as a subject matter expert and helping the team members with day-to-day trouble shooting activities.</li><li>- Signal detection and risk management plan authoring or other assigned PV related activities for client's product(s), per the regulations and SOPs when required.</li><li>- Exhibiting a growing awareness of program strategy and thinking capability alongside independence.</li><li>- Reviewing and providing solutions for issues relating to program delivery or escalating appropriately to the Team Lead / Program Lead as required.</li><li>- Providing standards for gathering information for use in trend analysis.</li><li>- Involved in people development in partnership with PDG leads.</li><li>- Ensuring that all training (internal training and client training) are successfully completed in a timely manner.</li></ul> at Syneos Health<ul><li>- Working in Collaboration with the Central Quality team in the development of Quantitative checklists for Aggregate reports.</li><li>- Performing QR of Safety reports i.e, PADER, DSUR, PBRER and DSURs.</li><li>- Managing QR Team for Safety reports and acting as a training lead for Safety Writing Team.</li><li>- Prepared and Performed QC of the trackers for RSI project.</li><li>- Performed Quality review of cases in Argus database for VOQR project. Created error-free reports and other outputs according to tightly defined specifications to ensure timely reporting of assigned job to program management.</li><li>- Participating in weekly meetings on a regular basis to understand the client's requirement for a particular program and ensure that the team meets or exceeds the targets in terms of quality, quantity within the scope of time constraints</li><li>- Responsible for reviewing the SOPs, job aids as per program specific requirements.</li><li>- Acting as a subject matter expert and helping the team members with day-to-day trouble shooting activities.</li><li>- Signal detection and risk management plan authoring or other assigned PV related activities for client's product(s), per the regulations and SOPs when required.</li><li>- Exhibiting a growing awareness of program strategy and thinking capability alongside independence.</li><li>- Reviewing and providing solutions for issues relating to program delivery or escalating appropriately to the Team Lead / Program Lead as required.</li><li>- Providing standards for gathering information for use in trend analysis.</li><li>- Involved in people development in partnership with PDG leads.</li><li>- Ensuring that all training (internal training and client training) are successfully completed in a timely manner.</li></ul> at Syneos Health

  • Dusty SaleemDusty Saleem

    PROGRAM QUALITY ANALYST at LOCKHEED MARTIN INC.PROGRAM QUALITY ANALYST at LOCKHEED MARTIN INC.

CREATE PROFILE