Consulting Experience
Todd Baumgartner
Consultant
Minneapolis,MN
Summary
Dedicated Trust industry professional with a 35 year history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
16
16
18
18
Operations Experience
Work History
Senior Program Manager
Principal Financial Group Inc
03.2022 - Current
- Managed multiple strategic projects with numerous sub-projects or workstreams.
- Facilitated workshops and conducted one-on-one training to educate team members.
- Participated in vendor selection and management process for program initiatives.
- Engaged and worked alongside cross-functional stakeholders to manage strategic initiatives.
- Met with project stakeholders on regular basis to assess progress and make adjustments.
- Addressed and resolved technical, financial, and operational concerns by working with team members and directors.
Project Manager
Wells Fargo & Company
06.2016 - 03.2022
- Provided detailed technical and operational direction in project challenges, consistently meeting deliverables according to deadlines.
- Drafted project reports to identify successful outcomes, insights and future recommendations.
- Developed and implemented project plans and budgets to ensure successful execution.
- Developed and initiated projects, managed costs, and monitored performance.
- Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts.
- Managed projects from procurement to commission.
- Monitored project performance to identify areas of improvement and make adjustments.
- Planned, designed, and scheduled phases for large projects.
Learning and Development Specialist
Wells Fargo & Company
01.2007 - 06.2016
- Worked with vendors to customize courseware to accommodate business needs.
- Analyzed and evaluated training effectiveness and program outcomes.
- Conducted needs assessments to identify gaps in performance and develop targeted learning solutions.
- Facilitated virtual, in-person and blended learning sessions.
- Utilized variety of instructional design methodologies to create effective learning experiences.
- Provided coaching and mentoring to employees.
Education
High School Diploma -
Brooklyn Center High School
Brooklyn Center MN06.1987
Skills
- Cash and Securities processing
- Reconciliation
- Meeting and classroom facilitation
- Trust Operations
- Process mapping and integration
- Ability to influence without authority
Timeline
Senior Program Manager
Principal Financial Group Inc
03.2022 - Current
Project Manager
Wells Fargo & Company
06.2016 - 03.2022
Learning and Development Specialist
Wells Fargo & Company
01.2007 - 06.2016
High School Diploma -
Brooklyn Center High School
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