Tamara Weldon
Gardena,CA
Summary
With over 18 years of experience in project, product, and program management, actively pursuing a Program Event Manager position. Expertise in change management, business process improvement, and driving organizational readiness through established industry best practices. Robust background in cross-functional leadership, fostering operational efficiency and ensuring strategic objectives align seamlessly with stakeholder aspirations. Building a strong reputation as a consultant, empowering high-performing teams and delivering exceptional results in large-scale product and project management initiatives. Emphasizing building relationships by clearly defining the problem and establishing the scope. Measuring performance and analyzing data to pinpoint process defects and implement enhancements through rigorous testing to consistently maintain a customer-focused approach. Firm belief that technology truly excels when paired with solid relationships.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Project Manager
Southbay Crest / Optimum Management
01.2023 - Current
- Manage project initiatives to enhance operational efficiency and ensure adherence to budget constraints
- Secure over $400,000 in financing solutions, reducing stakeholder expenses and negotiating savings of over $100,000 over the loan's duration
- Prepare presentations for regulatory meetings, emphasizing performance metrics and strategic vision
- Ensure compliance with governing documents and the Davis-Stirling Act, promoting transparency and fairness
- Provided training to vendors and board members on the Asana platform, ensuring timely project completion
- Design and deliver presentations to board members to aid in informed decision-making
- Negotiate with vendors to achieve cost savings and maintain adherence to project budgets
- Create educational webinars to improve stakeholder engagement and project understanding
- Oversee community construction projects, focusing on timeline adherence and operational objectives
Senior Event Project Manager Graduate
Lovegevity University
01.2024 - 05.2024
- Executed a high-profile virtual graduation event on the Meetaverse Virtual Global platform, enhancing attendee experience by over 90%
- Led strategic planning and delivery of innovative technology solutions for corporate events, ensuring timely and budget-compliant completion
- Established clear project scopes and comprehensive plans to effectively manage resources and optimize project outcomes
- Identified potential risks and challenges, implementing solutions to maintain project timelines and ensure success
- Collaborated with Meetaverse software data engineers to produce high-quality products that met user needs for the graduation process
- Led negotiations with key stakeholders, including the CEO and program engineers, to align event objectives and technology solutions
- Managed cross-functional team collaboration across event design, training, and marketing to ensure event success
- Earned the Virtual Hybrid Event Planner Certification through participation in graduation event production
Senior Technical Event Program Manager Consultant
TekSystems /Optum Healthcare
10.2022 - 01.2023
- Led the strategic planning and execution of technology solutions for key technological events, ensuring projects were completed on time and within budget
- Created an annual program to enhance the Women in Technology hiring initiative, resulting in a 30% increase in applications
- Managed initiatives to strengthen partnerships with key IT and business stakeholders
- Developed and implemented visual and hybrid technology solutions to support significant organizational events
- Collaborated closely with project managers, vendor management, marketing, and cross-functional team members
- Designed and organized virtual and hybrid corporate events, enhancing engagement and participation
- Improved portfolio management methods, achieving a 75% increase in productivity and alignment with organizational goals
Senior Program Product Manager Consultant
Newbold Advisors /First Horizon Bank
04.2021 - 05.2022
- Improved QA testing protocols, achieving a 75% increase in testing effectiveness
- Led a QA team in developing and testing user stories for mobile applications on iOS and Android platforms
- Led and collaborated with vendors and stakeholders to refine product development through regular sprint meetings
- I effectively utilized Jira and Confluence to ensure seamless collaboration between engineers and stakeholders on the agile platform, enabling precise tracking of testing and defects for timely resolutions
- Managed a marketing team to ensure the successful launch of eight products, maintaining compliance with real estate regulations
- Directed functional testing for treasury management mobile apps, ensuring a consistent user experience
- Guided eight product managers in implementing new software, customer enhancements, and marketing strategies
- Supervised Business Analysts in crafting user stories, boosting production workflow efficiency by 90%
- Coordinated integration projects for banking mergers, authored user manuals, and managed testing procedures
- Designed user experiences for mobile applications and provided training to product managers
- Collaborated with marketing to plan and execute mobile application rollouts aligning with business objectives
- Contributed to two bank mergers, focusing on operational continuity and strategic planning
Senior Migration Specialist Consultant
RWC Consulting Group /Comerica Bank
05.2019 - 04.2021
- Managed the migration of client accounts to modernized treasury management systems, achieving an 85% increase in documentation completion rates
- I effectively utilized Jira and Confluence to ensure seamless collaboration between engineers and stakeholders on the agile platform
- Improved banking agreement procedures by incorporating electronic signatures and validation measures, enhancing document accuracy and authenticity
- Kept abreast of policy updates, regulatory changes, and industry developments to refine customer service and documentation standards in the Treasury Management System
Senior Product Manager Migration Consultant
RWC Consulting Group LLC- City National Bank
04.2017 - 05.2019
- Led User Acceptance Testing for software improvement, achieving over 90% operational testing success rate
- Improved defect detection and user experience insights through targeted testing strategies
- Supported the deployment of key products by conducting comprehensive end-to-end testing
- I effectively utilized Jira and Confluence to ensure seamless collaboration between engineers and stakeholders on the agile platform, enabling precise tracking of testing and defects for timely resolutions
- Enhanced customer experience for mobile applications and electronic deposit platforms
- Developed and administered test cases in line with business and technical specifications for Treasury management systems
- Facilitated team training sessions and managed project timelines to ensure alignment with corporate goals
- Collaborated with vendors and stakeholders to refine product development through regular sprint meetings
- Contributed to user story development and sprint planning to optimize product functionality
- Ensured clarity and testability of business and functional requirements through meticulous review process
Senior Relationship Manager /Learning and Development /Event Program Manager
Wells Fargo Bank
01.1996 - 09.2012
- Managed high-net-worth client portfolios exceeding $800M, promoting financial products to drive business growth and client loyalty
- Collaborated on a cross-functional team to develop a new product aimed at saving the organization millions in fraud prevention
- Consistently surpassed sales targets, earning recognition and awards from executives and key clients
- Enhanced product offerings and operational processes, achieving over 90% statewide improvement in customer satisfaction
- Cultivated relationships with high-net-worth clients to ensure contracts and address business and technology enhancement needs
- Managed and developed a team of over 15 sales staff, achieving performance levels more than 60% above regional benchmarks
- Worked with multiple divisions to create a fraud-prevention deposit product, resulting in a promotion to the mergers and acquisition team
- Designed and implemented training programs for financial products, enhancing employee proficiency and service delivery
- Coordinated diversity initiatives, including events and a mentorship program with statewide influence
- Led a leadership initiative that successfully recruited an average of 23 employees monthly
Education
Senior Event Project Manager Graduate -
Lovegevity University
Los Angeles05.2024
Skills
- Asana
- Problem Solving
- Negotiation
- Designer
- Storyboards
- Merchant Services
- Confluence
- SalesforceCom
- Strategic Planning
- Microsoft Word
- Prism Virtual Event Platform
- Android (Operating System)
- Acceptance Testing
- Treasury Management
- Trainer
- Consulting Management
- Process Improvements
- User Experience Design (UX)
- Jira
- Mobile App
- Technology Roadmap
- Budgeting
- Risk Management
- Microsoft SharePoint
- Google Docs
- Functional Testing
- Digital Transformation
- Quality Assurance
- Collaboration
- Microsoft Excel
- Customer Experience
- Microsoft Outlook
- Project Management
- Budget Management
- Team Building
- Agile Methodologies
- Leadership
- Microsoft Excel 365
- WebEx Virtual Platform
- Time Management
- Team Leadership
- Budgeting and Financial Analysis
- Cross-Functional Team Leadership
- Agile and Scrum Methodology
- Project Lifecycle Management
- Stakeholder Engagement
- Problem-Solving
- Zoom Virtual Platform Expert
- Teams Platform
- Stakeholder Management
- Communication
- Zoom
- Cross-functional Team Leadership
- User story creation
- Marketing
- Team Collaboration
- Technical Proficiency
- Planning
- Execution
- Self-starter
- Troubleshooting
- Testing
Certification
- PMI Management Professional, Cal Poly Pomona, 12/25
- Virtual Hybrid Event Planner, Cal Poly Pomona, 2024
Timeline
Senior Event Project Manager Graduate
Lovegevity University
01.2024 - 05.2024
Project Manager
Southbay Crest / Optimum Management
01.2023 - Current
Senior Technical Event Program Manager Consultant
TekSystems /Optum Healthcare
10.2022 - 01.2023
Senior Program Product Manager Consultant
Newbold Advisors /First Horizon Bank
04.2021 - 05.2022
Senior Migration Specialist Consultant
RWC Consulting Group /Comerica Bank
05.2019 - 04.2021
Senior Product Manager Migration Consultant
RWC Consulting Group LLC- City National Bank
04.2017 - 05.2019
Senior Relationship Manager /Learning and Development /Event Program Manager
Wells Fargo Bank
01.1996 - 09.2012
Senior Event Project Manager Graduate -
Lovegevity University
- PMI Management Professional, Cal Poly Pomona, 12/25
- Virtual Hybrid Event Planner, Cal Poly Pomona, 2024
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