Managed successful implementation of document management software for clients from Fortune 100 enterprise to single user.
Identified and translated clients' current document processes and workflows into the software through a series of online meetings and onsite visits, factoring in user structures and document distribution/reporting needs
Worked directly with VP level contacts for project implementation
Balanced software configuration for end user friendliness and administrative needs
Interaction/Application Design
Member of the Product Development/Feature Request Committee (Other members included the CEO and Directors)
Made decisions for future software features
Prototyped the user interface for new tools and features in HTML, CSS, PHP, Javascript, and Photoshop
Assisted developers in user interaction design
Created screencasts and tutorials to cut training costs
Assisted internal developers to design our homegrown CRM which significantly streamlined our client process from generated lead to successfully implemented client
Compiled and analyzed complex financial data and historical market/product performance through numerous scenarios for clients and other advisor's clients
Analyzed tax implications for client's financial options
Made presentations in person and on the phone to business owners, executives and families
Sought out business from new and existing clients
Recruited five other advisors to the Legacy Network Brokerage
Earned "Sure Start Award" from Modern Woodmen of America for high levels of sustained production
Passed Series 6 & 63 licensing tests first try (50% fail the first try)
2002-2005 : Supplementary Instructor - Brigham Young University-Idaho (byui.edu)
Taught a supplementary economics class for students enrolled in Economics courses
Reviewed information from class, answered questions, simplified and explained difficult concepts, edited/graded papers, graded assignments, and prepared quizzes and tests
Attendance varied from 10 to 30 students
Tutored individuals weekly in a number of economics courses
Improved grades of my students by an average 3/4 of a letter grade
Substitute taught for the professors
Education
Brigham Young University-Idaho, Rexburg, Idaho (byui.edu)
BS - Economics: Clusters (mini-minors) - Finance, Professional Writing
Key Courses taken:
Econometrics (advanced stats)
Quantitative Reasoning (more math)
Technical Writing
Professional Writing
Public Speaking
Other Experience
2000-2002 : Missionary - Church of Jesus Christ of Latter-day Saints, Boston, Mass. (mormon.org)
Provided voluntary service on self-supporting basis for 90 hours weekly
Instructed and spoke to groups both small and large
Supervised work and training of up to 28 additional volunteers
Involved in developing programs and policies for volunteer staff
Liaison between volunteers and senior management
1998-2000 : Member/manager of a rock band
Wrote and arranged songs
Managed recording and production of 2 albums
Organized concerts with venues and other bands
Marketed concerts and album sales online and through direct marketing