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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000


IT Professional



Offering extensive years of experience in both Information Technology and Finance, with consistent results in achieving organizational objectives. Talent for defining and resolving discrepancies to avoid unnecessary cost expenditures. Effectively establish and manage key relationships with decision makers and strategic partners.  Proficiently plan, direct and implement critical projects focused on innovative information technology and end-user solutions. Expertise in developing and executing strategic policies, procedures, processes, and methodologies to optimize performance. Cost-effectively administer budgets and assets. Steer projects from concept through delivery.


Project Management Client Relations Management Team Leadership Troubleshooting

Financial Analysis Systems Administration Strategic Planning Compliance

Negotiations Research Tax Preparation & Bookkeeping Process Improvement

Career Background


Fidelity Investments, Cary, NC                                                                                       2007 - Present

Dedicated Service Coordinator (2009-Present)

  Contribute dynamic communication and interpersonal relation skills toward collaborating closely with elected Union Benefit Reps at GM.

  Apply industry expertise toward promptly responding to high-level pension-related questions and process any retirement estimates and other requests.

Retirement Specialist (2007-2009)

  Successfully led clients to optimize their financial performance by strategically consulting with client to identify their needs and designing, developing and implementing tailored plans to attain goals.

  Managed the implementation of servicing a new 401(k) client IBM through proactively identifying growth opportunities, developing strategic business plans, and formulating training documentation.


Citigroup, N.A., New Castle, DE                                                                                     2005-2006

Operations Analyst

  Demonstrated solid leadership qualities in supervising and directing the project management team for several projects including Lockbox Migration, Lockbox Production Support, and Passport Operations Readiness.

  Proficiently performed user acceptance testing to ensure optimal performance, productivity and efficiency for Citigroup s cash management program, TreasuryVision and lockbox operations in both Public and Private Sector.

  Built and established key relationships and collaboratively worked with peers, management and cross-functional project partners.




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Career Background continued




Master, Sidlow & Associates, Wilmington, DE                                                                2004-2005

Network Administrator

  Strategically defined, developed and executed network administration standards instrumental to boosting productivity, efficiency and quality of multi-site operations for approximately 75 clients.

  Continuously conducted comprehensive review and analysis of daily operations to define, develop and implement targeted process improvement plans.

  Actively supported new computer application, program and task implementations by proficiently writing user-friendly instructional and training documentations.


Gateway Computers, Wilmington, DE                                                                             2003-2004

Service Technician

  Handled complex system reviews, identified and addressed existing and potential issues and created proactive upgrades and enhancements for optimal results.

  Steered the structuring and resolution of hardware and software, operating system, e-mail, network and peripheral equipment problems.

  Consistently maintained up-to-date on current industry trends and products to effectively assist clients.

  Strategically planned and coordinated workflow with outside vendors and regional personnel to optimize use of resources while controlling costs and meeting customer needs.


MBNA Bank, Newark, DE                                                                                               2000-2002

LAN Administrator

  Played an instrumental role in the successful deployment of the Y2K upgrade and migration project, integral to optimizing critical security and integrity of operations.

  Spearheaded the installation, diagnosis, repair and maintenance of computers, network job entry stations and related equipment in various sites the global computer network, demonstrating exceptional multitasking and prioritizing abilities in achieving goals and timelines.

  Supported senior management in critical decision-making and business planning initiatives by efficiently compiling and maintaining accurate and current records on repair, installation and removal of equipment, as well as logging and tracking all hardware malfunctions.

  producing detailed weekly performance reports

  Applied sharp business acumen and technical knowledge toward identifying and recommending improvements to operating procedures; developed and maintained procedural manuals.

Education & Professional Development


BSBA, Major in Finance - University of Delaware, College of Business and Economics, Newark, DE

Leadership Development Training - Fidelity; Roundtable discussions, Six Sigma Training, Building Customer Relations Workshop, and Customer Service Coaching Program.

Manager-In-Training & Leadership Development Training Programs - Citigroup



IT: A+, Network +, MCSE, MCP, MCP+I.

Finance: Series 6, Series 63

Community Activities


Organizer - Hurricane Katrina Relief Fund, CitiBank; raised over $500,000.

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