Julia Crain

• Providing Independent Financial Asset Management Consulting Services, Training and Furthering Education
• Develop personalized financial plans for clients, aligning strategies with individual goals and risk tolerance.
• Educate clients on financial products, enhancing understanding of investment options and their benefits.
• Build strong client relationships through regular follow-ups and proactive communication regarding portfolio performance.
• Collaborate with cross-functional teams to ensure compliance with regulatory standards and industry best practices.
• Mentor junior advisors in financial planning techniques, fostering a collaborative learning environment.
• Build strong client relationships through consistent communication, regular portfolio reviews, and timely market updates.
• Develop comprehensive financial plans for clients to help them reach their short-term and long-term financial goals.
• Identify opportunities for cross-selling additional products or services based on individual client needs assessment evaluations.
• Maintain compliance with all regulatory requirements and industry standards by diligently adhering to internal controls and guidelines.
• Train new hires on firm policies, procedures, and best practices to ensure a seamless integration into the team.
• Spearhead initiatives aimed at improving overall team performance through collaboration and sharing of best practices among colleagues.
• Develop personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Educate clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Facilitate new client onboarding process and investment account setup.
• Monitor and update financial plans to comply with client goals.
• Recommend specific investments to help clients meet financial goals.
• Assist clients with budgeting and cash flow management.
• Analyze/monitor financial needs of clients and develop tailored strategies to meet goals.

• Portfolio/Program/project management of New Product Management Transformation Office. Within this position, I was required to wear multiple hats: Portfolio, Program, and Project manager. Utilized white space thinking, translated high-level program goals into bite-sized objectives and deliverables, with iterative approaches to project management, and modeled the desired behavior. The goal was to shepherd the Product Management Transformation Program to maturity. Collaboration, influence, and a bias towards action were all key to my success in this role.
• Key Responsibilities:
• Managed the program schedule, keeping the activities, deliverables, and milestones across the workstreams visible and on track and highlighted schedule risks.
• Communicated program status and escalated key issues to appropriate leader.
• Assisted in implementing the change management plan to help make the transformation ‘stick.’ Identified key stakeholder groups and worked backwards from the ‘end state,’ creating experiences that help build support for the change.
• Acted as the ‘glue’ between the workstreams, ensuring effective knowledge transfer that kept everyone working towards the same goal and timeline.
• Led cross-functional teams to deliver high-impact projects on time and within budget.
• Managed stakeholder communications ensuring alignment on project objectives and deliverables.
• Implemented risk management strategies to identify potential issues, minimizing project disruptions.
• Conducted regular project reviews, fostering continuous improvement through feedback loops with team members.
• Planned, designed, and scheduled phases for large projects.
• Established effective communication among team members for enhanced collaboration and successful project completion.
• Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
• Monitored progress against established goals, adjusting schedules and resources as needed to keep projects on track.
• Developed strong relationships with stakeholders through regular communication updates, fostering trust and confidence in the team''s ability to deliver results.
• Identified plans and resources required to meet project goals and objectives.
• Collaborated closely with senior management to align project objectives with strategic company initiatives, ensuring that efforts contributed to overall business growth.
• Coordinated cross-functional teams and resolved conflicts, maintaining a positive work environment throughout the project lifecycle.
• Provided detailed project status updates to stakeholders and executive management.
• Managed relationships with key internal teams across the business (e.g. customer experience and Management teams).
• Proactively spotted gaps or inefficiencies and solve them, with an eye towards delivering more value to the product management community.
• Managed specific deliverables or activities as needed (such as creating Internal Share Points/Team Pages).
• Set standards for project management tools, processes, and practices that other teams can adopt across HPWS.
• Championed the product-led approach by learning and applying the methodologies and tools (TheyDo, Miro and others) that the product managers were required to use.
• Ensured projects aligned with strategic objectives, working closely with senior management to refine project goals.

• Led cross-functional teams to deliver projects on time and within budget.
• Facilitated stakeholder meetings to ensure alignment and address concerns effectively.
• Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.

Alliance Management Leader for new technology partnerships with the HP Personal Systems Services team & Workforce Services & Solutions team. Currently, my position hedges risk related to innovation and partner collaborative opportunities by anticipating critical legal, financial, and operational issues. As a Service Alliance Manager, I exist as a central intelligence contact- bridging gaps across partner identification, contract creation & negotiation (including costs), project management, service domain expertise, strategic guidance, and go-to-market activities, while ultimately managing the ongoing alliance relationship/contract with the partner.

Responsibilities included:

• Provided leadership in supplier selection, contract development & execution, and development of any risk mitigation plans along the way, including price negotiations.
• Direct Lead to the Service Product Managers in the evaluation of determining “How the Partner fit into the overall Service Solution.”
• Acted as a trusted Advisor to Senior Business Unit Executives and Legal Leaders in the assigned areas of responsibility.
• Led internal and external teams to ensure business alignment across the Service Business Segments.
• Maintained accurate, timely, and compliant management of Alliance activity and processes throughout the course of the Partnership.
• Worked with internal teams to provide Partner information which may include financial, process mapping, technology discussions and system requirements.
• Hosted and met with HP’s & Alliance partner GTM teams to ensure the customer experience is a driving force with every Service partnership activity/offer.
• Planned, hosted and conducted regular business reviews with partners to assess performance against mutually agreed-upon objectives, driving continuous improvement efforts.
• Developed strategic partnerships to enhance collaborative opportunities and drive mutual growth.
• Coordinated cross-functional teams to align on partner objectives and optimize engagement strategies.
• Streamlined communication processes between partners and internal teams, improving information flow and collaboration efficiency.
• Managed contract negotiations, ensuring alignment with corporate goals while addressing partner needs effectively.
• Improved partner satisfaction rates by addressing concerns promptly and offering customized solutions based on individual needs.
• Evaluated partnership performance metrics to assess effectiveness, driving continuous improvement in alliance strategies.
• Evaluated potential partners for strategic fit and alignment with the company''s goals, ensuring long-term success.
• Implemented an alliance management framework that improved tracking of partnership performance metrics across multiple departments.
• Streamlined internal communication processes for more efficient coordination between cross-functional teams.

• Provided Independent Consulting Services, Training and Furthering Education
• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Developed tailored financial plans to meet individual client needs and goals.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Established strong client relationships through consistent communication and personalized service.

• Oversaw revenue and margin contribution for (more than one) solutions and services. Lead and developed product support or solution portfolio planning over entire lifecycle, including conformance to pricing strategies, end-to-end service delivery and sales readiness and associated processes. Utilized technical and business skills to lead complex cross- functional activities that have a high impact on the services business.
• Grew the revenue base up by a 25% increase for Hardware Services and 10% for Software services by offering targeted and strategic GTM promotions.
• Represented services on product or solution portfolio core teams and provided service requirements into product development stages/phases, e.g., Product warranty support and cost analysis, and Service-Channel Product Marketing content/collateral.
• Performed business analysis, identified root cause, and developed recommendations and solutions to drive business improvements.
• Worked across regions, geographies, and WW teams to develop and implement enhanced services, solutions, or programs and associated processes to meet emerging customer/market needs and fuel profitable growth.
• Provided leadership in the development, and execution of the business vision - helped customers transform their business and derive measurable business value from their IT investment.
• Influenced and worked effectively with virtual, diverse team(s) to accomplish objectives and meet short-term/ long-term goals.
• Engaged and assisted HPE customers/Channel Partners/and OEM SW Partners with their Hardware & Software sales and service needs.
• Managed 3rd Party OEM Software Vendor relationships (RedHat, SUSE, VMware, Microsoft), continuously monitoring resale portfolio, serviceability, reliability, and resolving customer problems. Developed strong relationships with team members, customers, vendors and provides mentoring and guidance to peers and lower-level employees,