Open To Work
Tancy Pickett
Pasadena,CA
Summary
Dynamic professional with a proven track record in project management and stakeholder engagement at Capital Group. Expertise in building relationships and delivering high-quality marketing collateral, resulting in enhanced client satisfaction. Proficient in event planning and content creation, consistently applying a results-oriented approach to initiatives.
Overview
19
19
years of professional experience
Work History
Office Services Coordinator
Coretrust Capital Partners
Los Angeles, USA
08.2023 - Current
- Administrative support to the Managing Principal/Co-Owner and CFO/EVP
- Project and operations management for multi-tenant floor
- Liaison between management and tenants
- Works closely with Project Management Office and Facilities Teams
- Content creator for LinkedIn and Instagram, updates company website
- Expense Reports
- Events planner
Project Coordinator Broker/Dealer Relations
Capital Group
Los Angeles, USA
03.2013 - 01.2019
- Subject Matter Expert (SME) and point of contact for American Funds Broker/Dealer sales and marketing collateral process for Wealth Management, Retirement Plans, Insurance, and SMA lines of business
- Demonstrated flexibility and attention to detail and a high level of accuracy with investment firms home offices and liaison for clients and the Delivery teams
- Effective and professional service, built external relationships with home office representatives and managed client relationships
- Managed sales and marketing collateral approval process through proactive and prioritized assigned work and completed in a timely manner
- Collaborated with partners across the organization, including Compliance, National Accounts, Meeting & Events
- Strong written and oral communication, great sense of judgement and discretion
- Consultant to London Project Office team for Wealth Management marketing collateral
- Co-planned and co-organized Marketing University's educational and training programs
Junior Project Manager
IBM Corporation
Research Triangle Park, USA
12.2006 - 09.2012
- Managed Systems X, Z, and Mainframe software education programs for U.S. and China employees
- Work with Architect on IBM in-house projects to renovate two software training locations
- Attended Systems and Technology Conference
- Oversaw German Internship Program
Education
Master of Business Administration (MBA) - Leadership
Southern New Hampshire University
Manchester, NH01.2026
Bachelor of Science (BS) - Business Administration with concentration in Project Management
Southern New Hampshire University
Manchester01.2025
Skills
- Project management
- Stakeholder engagement
- Effective communication
- Relationship building
- Event planning
- Content creation
Work Preference
Job Search Status
Open to workLocation Preference
On-SiteHybridRemoteSalary Range
$95000/yr - $165000/yrTimeline
Office Services Coordinator
Coretrust Capital Partners
08.2023 - Current
Project Coordinator Broker/Dealer Relations
Capital Group
03.2013 - 01.2019
Junior Project Manager
IBM Corporation
12.2006 - 09.2012
Master of Business Administration (MBA) - Leadership
Southern New Hampshire University
Bachelor of Science (BS) - Business Administration with concentration in Project Management
Southern New Hampshire University