George Valdemar
San Antonio,Texas
Summary
Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences. Results-driven
Experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
41
41
years of professional experience
1
1
Certification
Work History
Lead Portfolio Manager
USAA
10.2020 - Current
- Facilitated portfolio performance review and implemented new strategies.
- Developed rebalancing strategies to minimize risk exposures.
- Provided strategy advice to high net worth clients.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Developed and presented proposals for new investments.
Lead Project Manager
USAA
03.2018 - 10.2020
- Coordinated cross-functional teams to determine timely delivery and compliance of project requirements.
- Developed and led multi-disciplinary team to redefine problems and reach solutions based on different perspectives.
- Directed changes to project scope and cost and implemented appropriate change management processes to keep project on track.
- Established and managed change management processes to fulfill successful project transitions.
- Monitored project progress, identified risks and implemented corrective measures to acquire success.
- Maintained schedules to meet key milestones at every project phase.
- Partnered with project team members to identify and quickly address problems.
- Maintained open communication by presenting regular updates on project status to customers.
- Communicated project plans and progress to key stakeholders and project contributors.
Business Process Lead
USAA
07.2014 - 03.2018
- Built strong relationships with customers through positive attitude and attentive response.
- Mentored and guided employees to foster proper completion of assigned duties.
- Demonstrated knowledge of company mission and goals and mentored employees in reaching objectives aligned with company core values.
- Facilitated training for associates through daily coaching and regular performance appraisals.
- Partnered with managers to identify and capitalize on sales trends and brand initiatives.
Senior Project Manager
USAA
09.2012 - 07.2014
- Monitored project progress, identified risks and implemented corrective measures to acquire success.
- Coordinated cross-functional teams to determine timely delivery and compliance of project requirements.
- Maintained schedules to meet key milestones at every project phase.
- Directed changes to project scope and cost and implemented appropriate change management processes to keep project on track.
- Communicated project plans and progress to key stakeholders and project contributors.
Various IT/Business and Project Positions
USAA
11.1982 - 09.2012
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
- Collaborated with stakeholders to define project objectives and criteria.
- Performed gap analysis to identify areas of improvement.
- Improved business direction by prioritizing customers and implementing changes based on collected feedback.
Education
Master of Arts - Organizational Development
University of The Incarnate Word
San Antonio, TX05.2016
Skills
- Project Deadlines
- Operational Efficiency
- Stakeholder and Investor Relations
- Credit Approval and Denial
- Customer Portfolio Management
- Client Relationship Management
Certification
- Certified LPM
- Certified SAFe Agilist
- Certified Prosci ADKAR
Timeline
Lead Portfolio Manager
USAA
10.2020 - Current
Lead Project Manager
USAA
03.2018 - 10.2020
Business Process Lead
USAA
07.2014 - 03.2018
Senior Project Manager
USAA
09.2012 - 07.2014
Various IT/Business and Project Positions
USAA
11.1982 - 09.2012
Master of Arts - Organizational Development
University of The Incarnate Word
Similar Profiles
Krista ReganKrista Regan
Senior Product Owner at USAASenior Product Owner at USAA
Angelica MorrowAngelica Morrow
Catastrophe Property Claims Adjuster at USAACatastrophe Property Claims Adjuster at USAA
Jo'Nae GarrettJo'Nae Garrett
Customer Service Representative at USAACustomer Service Representative at USAA
Kendra MooreKendra Moore
Bodily Injury Claims Adjuster at USAABodily Injury Claims Adjuster at USAA
Raphael VelasquezRaphael Velasquez
Customer Service Supervisor at WalmartCustomer Service Supervisor at Walmart