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Yyyyyy x. yyyyyy    

                                                        0000 xxxxxx xxxx , xxxx , xxxxx 00000



Project Management / Program Development Professional

Communications Strategist with expertise in tactical planning, public relations and alliance management eager to apply extensive skills in verbal, written, and presentation projects to the success of a well-positioned company.  Seeking position within the non-profit sector. 


  Tactical Planning

  Financial Analysis

  RFP Process Oversight

  Database Management


  Vendor Agreement Coordination

  Communication Protocols

  Human Capital Development

  Contract Negotiations


  Public Relations Expertise

  Partnership / Alliance Management

  Organization Development

  Campaign Development



Qualifications Profile


Ø  Strong analytical background with the ability to work independently on multiple projects with specialized experience in strategic communications programs, information management, financial analysis and budgetary planning, tactical product branding and exposure initiatives, operational efficiency practices, conflict management and effective facilitation techniques, research and data analysis, strategic planning, organization development and change management.

Ø  Comprehensive understanding of the public relations arena due to advanced practical training. 

Ø  Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of the organization.

Ø  Competent leader and mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.

Ø  Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.

Ø  Technology savvy and proficient in multiple software platforms including: MS Word, MS Excel, MS PowerPoint, MS Access, Sant Software, Discovery Database, FactSet SPAR, SIM, Coates Analytics, Onbase, Saleslogix.


Functional Competencies  


Ø  Skilled at managing multiple projects and leading teams in cross-functional, concerted efforts to increase company-wide revenues.

Ø  Effectively manage and support staff relevant to specific projects in order to complete assignments on time and on budget.

Ø  Ensure delivery of superior customer service and high client satisfaction levels by diligently tracking concerns and presenting issues when necessary.

Ø  Regularly schedule reviews and tracks progress of particular projects.

Ø  Provide project leadership in order to achieve maximum production, including budget control, production timetable, status reporting, client/project team coordination, and quality assurance. 

Ø  Coordinate public relations campaigns as well as implement and support various marketing package plans.

Ø  Collect and analyze data necessary for comprehensive market and competitive analyses.



Academic Credentials


n M.S - Economics, University of Alaska Fairbanks

n BBA - Economics, University of Alaska Fairbanks

n Certification C Certified Investment Management Analyst (CIMA)

n Accolade C Most Outstanding Economic Student Award







Professional Career Track


Managers Investment Group                                                                                       2005-2010


Vice President C Corporate Account Management


  Primary responsibilities: Led project to gather and centralize all vendor agreements, worked directly with internal groups and vendors to renegotiate terms of agreements, and maintained oversight of senior associates involving management of RFP process from inception to completion as well as sponsor marketing review processes.


Assistant Vice President- Corporate Account Management                                                            


  Primary responsibilities: Created dynamic central database to house and disseminate selling agreement terms for agreements the firm has with outside investment firm and worked directly with outside investment firms and internal counsels to negotiate terms of agreements.  Additionally, managed outside sponsor firms (e.g. Wells Fargo, Bank of America, Morgan Stanley Smith Barney) marketing approval process of internally produced marketing products.

  Worked with internal and external operations groups to set up firms to utilize separately managed accounts and mutual funds.

Senior Associate   


  Primary responsibilities: Directed and maintained comprehensive oversight of RFP processes, quarterly questionnaires, database protocols and two RFP associates.

  Decreased questionnaire completion time by creating streamlined data gathering processes.



  Primary responsibilities: Completed all incoming RFP requests, adhered to strict timelines, completed all quarterly surveys for the purpose of information sharing, and maintained database integrity.  


Earlier Experience


- Labor Economist, Department of Labor, Juneau, Alaska                                        


- Financial Advisor, Merrill Lynch, New York


- Economics Instructor, Art Institute of Philadelphia                                                                             

Additional Information


  Committee Member C Project Research and Development, Junior League of Philadelphia

  Licenses C FINRA Series 7, 66, 24





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