Kevin Willett's blog
Linda S. Trapasso
SENIOR TECHNICAL WRITER / USER ASSISTANCE SPECIALIST
Excellent writer communicating what the user needs. 10+ years of experience and an MS degree make it easy to research and gather information from engineers, team members, and users, and to collaborate for team success. Adaptable and flexible. Quick learner. Revises legacy information or writes new information. Uses information architecture to coordinate documents and online help, and to meet end user needs and deliver on time.
Deliverables – Product Overviews, End User Guides, Quick Start Guides, How to Guides, Installations, System Management/Administration Guides, Reference Manuals (languages, commands, developer, administrator), Step-by-Step Instructions/Tutorials, Policies and Procedures, SOPs, SDKs/APIs, Online Help, Release Notes, Reports, Errata.
Tools – MS Word, MS Visio, SnagIt, MS PowerPoint, MS Excel, Adobe Acrobat, MS Paint, MS SharePoint, Content Management Systems, Code Management Systems, Wikis, SGML/SDML, HTML/CSS, FrameMaker, RoboHelp, Photoshop, Dreamweaver.
Documented approximately 100 procedures not previously available for transfer of work to India.
Wrote 220 billing procedures (180 were not documented) and managed files with SharePoint.
Developed single-source UPD content via a Lotus Notes application and managed documents with SharePoint.
Gathered information from users on their issues with a client onboarding Macro and wrote requirements to resolve those issues.
Identified client needs through online meetings and improved, revamped, and simplified ITIL-based processes to meet those needs.
Conducted meetings with all levels of the business units and learned the details for their reporting procedures.
Interviewed clients and HP personnel to understand their needs and perspectives regarding the ITIL processes.
Process mapped new ITIL-based client processes with the client and then developed new procedures to support them.
Interviewed SMEs via telephone, email, and Intranet chat to gather needed information and updated the UPDs using this data.
Technical Writer Consultant, State Street Corporation, Boston, MA 2013 to 2016
Worked on the Business Analyst team responsible for an internal Dynamic Margining, Collateral Validation, and Enhanced Custody financial application set. Began with Technical Writing tasks and progressed to Business Analyst tasks. Interviewed users to learn their perspective/experience with the internal application, gathered requirements, and analyzed the data. Project management and governance tasks. Designed and wrote necessary forms, guides, and SOPs. Documentation writer for five internal software applications.
Wrote user administration procedures and set up 100+ user accounts for internal non-production application systems. Provided these procedures to and trained the appropriate corporate groups responsible for internal production application systems. Performed user administration on internal non-production systems and trained a BA to take over this work.
Interviewed and job shadowed users to discover their issues with an MS Excel Macro for onboarding clients to the internal application. Wrote requirements for the next Macro version. Worked with the developer to implement the Macro requirements. Tested the Macro and monitored user testing of the Macro. Trained a BA to take over this work.
Gathered user requirements. Performed audience analysis. Designed and wrote 55+ new internal SOPs, Quick Start Guides, User Guides, Installation Guides, User and System Administration Guides, and User Account Request Forms.
Stored documents in project SharePoint and posted to project WIKI. Assisted with managing items in project SharePoint and project WIKI.
Performed governance activities, such as archiving 200+ project files and conducting 100+ internal user re-certifications.
Technical Writer (Contract), Stratus Technologies, Maynard, MA 2013
Worked with consultants to gather department descriptions and high-level processes for restructuring purposes.
Gathered information by meeting with department employees. Identified department members, tasks, equipment, and more.
Wrote department descriptions using a template from the consultants. Interviewed employees for more detailed data and to obtain process and infrastructure diagrams.
Researched internal and external online resources for each department and added those to the department descriptions.
Wrote a step-by-step guide for the Sustaining Engineering release process (which previously did not exist). Interviewed the engineers to learn the procedures, obtain process maps, and identify the locations of online resources. Completed this document in five business days.
Technical Writer (Contract), State Street Corporation, Boston, MA 2012 to 2013
Wrote report production procedures for the Finance Transformation Program Management Office (PMO). Worked with Business Analysts/Financial Analysts in USA and Canada. Coached writers in Boston and Bangalore.
Conducted meetings with all levels of the business units. Interviewed and job shadowed the BAs/FAs to understand the reporting needs and to gather steps for report creation. Report creation utilized the output from various internal tools, databases, and Excel spreadsheets.
Developed Visio process flows and wrote step-by-step instructions for creating the reports. Validated this information with reviews.
Observed similarities in reporting activities and brought it to the attention of the PMO and BAs/FAs. All agreed to reduce the number of reports after reviewing these overlaps. Revised the procedures to reflect this change.
Wrote instructions for 100+ report procedures (which previously were undocumented), including screen captures and Visio process flows. Designed, developed, and maintained an MS Word template for the reporting procedures. Maintained library of completed procedures in SharePoint. Managed writing schedule and reviews of procedures with their process flows. Delivered on time.
Technical Writer (Contract), National Financial Services, LLC/Fidelity Investments, Boston, MA 2012
Wrote procedures for the NF Billing group before they moved to Texas. Interviewed and job shadowed Financial Analysts in Boston and Texas to obtain detailed information. Trained an FA in Texas to take over this work.
Determined the client setup procedure by reviewing the client contracts and various computer applications. Had walkthroughs with the FAs to verify the client setup procedure.
Wrote step-by-step instructions with screen captures for 180 new billing procedures and updated 40 existing billing procedures. Confirmed these procedures with the FAs through job shadowing and reviews.
Organized and maintained the completed billing procedures on the group’s SharePoint site.
Technical Writer Consultant, Hewlett-Packard, Andover, MA (remote) 2009 to 2011
Customized ITIL-based Policies and Procedures Manuals (PPMs) to match the contracts HP made with clients for IT services. Collaborated with writing team or worked individually. Trained a writer in Costa Rica to do this work and provided job aids for same.
Interviewed clients and HP personnel to understand their needs and perspectives regarding the ITIL processes.
Analyzed the client contracts to determine what parts of the PPM were needed. Revised ITIL-based process maps and procedures from the template to meet the client’s contract requirements for the PPM.
Created new ITIL-based processes to meet client demands when they were not available in the standard PPM.
Organized online reviews of the process maps and step-by-step instructions. Revised as needed. PPMs varied in size from 15 to 50+ chapters.
Improved, revamped, and simplified ITIL-based processes to meet client needs. Delivered on time.
Technical Writer Consultant, Fidelity Investments, Merrimack, NH 2007 to 2009
Worked on the Process Documentation team providing User Process Document (UPDs) for internal backend office associates working on Defined Benefits and Defined Contributions for Fidelity’s clients.
Designed, wrote, and revised the Intranet-based UPDs using a customized version of Lotus Notes, including single source content. Developed graphics as needed. Stored project and team documents in SharePoint and EDMS.
Interviewed subject matter experts via telephone, email, and Intranet chat. Revised the UPDs using this data.
Designed the information architecture and wrote Fidelity Intranet-based documentation for a new internal software tool. Member of team co-located in New Hampshire, Massachusetts, and North Carolina. Stored the documents on the client’s Intranet site. Nominated for Veritude Employee of the Quarter, Q3 CY 2008.
Legal Writer/Legal Assistant, Welts, White & Fontaine, P.C., Nashua, NH 2004 to 2006
Compiled and drafted legal documents and correspondence for civil litigation, estate planning, probate administration, and corporate matters. Researched legal information in LexisNexis and New Hampshire government Web sites. Performed administrative tasks.
EDUCATION – MS Geology, Acadia University, Wolfville, NS, Canada. BS Earth Science, cum laude, Salem State University, Salem, MA
VOLUNTEER WORK – Founder and Board Member, Nashua Career Network Connection (NCsquared); Bulletin Columnist and Committee Member, Religious Community; Volunteer SELP Coach, Landmark Education.
JESSICA T. STERN
A highly motivated and enthusiastic professional who is adaptable and thorough. Is equally effective at working in a team or in a more solitary setting, as well as being dedicated and reliable in their work. A quick learner who is methodical and detail oriented. Able to meet deadlines effectively in a dependable and punctual manner. Strong multi tasker who is ready to succeed in a skilled position.
Attention to detail
Writing and Editing
Social Media (Facebook, Twitter, Instagram)
Writer for Website and Social Media, Twill Fabric & Yarn, Nashua NH (Sep. 2015 – Present) (Volunteer)
Creates pages for website and posts for social media accounts
Data Analyst, Amazon, Cambridge MA (Jan. 2016 – Dec. 2015) (Contract)
Transcribe and annotate audio data
Executive Assistant, Northeast Broadcasting Company, Bedford NH (Aug. 2014 – Sep. 2014)
Answer multi-line phones and maintain extensive records for executive
Information Desk Assistant, O’Leary Library, UMass Lowell, Lowell MA (May 2012 – Dec. 2013)
Greet library patrons and offer assistance when needed
Office Assistant, Department of Physics, UMass Lowell, Lowell MA (Sep. 2010 – May 2012)
Collate mailings, grade student tests, and other tasks as needed for specific professor
Associate, Petsmart, Sunrise FL (Jun. 2009 – Aug. 2009)
Provide support in fish department and cashier as necessary
Associate, Kohl’s, Nashua NH (Apr. 2007 – Jul. 2007)
Writer and Podcaster, My Knitting Life, Blog: http://myknittinglife.wordpress.com (Mar. 2011 – Present)
Intern, Pollard Memorial Library, Lowell MA (Sep. 2013 – Jan. 2014)
Retail Associate, Petsmart, Sunrise FL (May 2009 – Aug. 2009)
Retail Associate, Kohl’s, Nashua NH (Apr. 2007 – Jul. 2007)
Bachelor’s Degree, English, UMass Lowell, Lowell MA
Associates Degree, Liberal Arts, Landmark College, Putney VT
Help wanted for Hudson, NH Company. This person will be responsible for calling current customers to ensure customer satisfaction. This person will have a special focus on potentially lost customers who have not ordered in a while with the goal of winning back their business. Will be responsible for calling new targeted prospects to qualify and sell. This person will also be responsible for taking phone calls from customers needing assistance, and will use Constant Contact to create and send email newsletters and promotions to targeted customer groups. This person may also assist our VP of Sales with direct marketing campaigns and act as inside sales support in helping to write up quotes and send samples.
- must be good on the phone
- must having working knowledge of computers esp. ms excel
- basic math skills
Will train and provide guidance on target markets
$12/hr + Commission open to full or part time but prefer full time
22 Stonewall Drive
Woburn, Massachusetts 01801
(781) 608-6309 / email@example.com
Successful Account Manager with proven track record in client satisfaction and retention. Proficient in managing all aspects of client implementations. Demonstrates clear understanding of customer needs. Skilled relationship builder, Detail oriented and highly organized friendly professional. Passionate about healthcare and committed to delivering high quality work. Flexible, resourceful and creative
Microsoft, Excel, PowerPoint, Word, Access, Outlook, SharePoint, Crystal Reports, Meditech, EPSi, Salesforce
hallmark health system, inc Woburn, MA 2011 - 2015
Manager, Decision Support
Managed DSS System along with two supervised professional staff, generated routine Flex Budget analyses, clinical analyses, facility and product line profitability, program review/expansion, etc. Developed ad hoc analyses for consultants and regulatory agencies.
Served as Project Manager on Decision Support System Implementation – completed on schedule with minimal resources and IT support.
Redeveloped Quarterly Campus Profitability reports, increased accuracy of reconciling items to source system to less than 1%
Instituted new cost methodology resulting in accurate allocation of drugs and medical supply cost by case.
webmd (formerly HeatlhShare) Acton, MA 2004 – 2010
Managed from ten to fifteen clients, designed and presented all training materials. Subject matter expert. Led new client implementations. Collaborated on software issues and solutions. Produced quality assurance reports and analyses. Directed resources and teamed with other departments on ad hoc projects.
Improved relationship of difficult and unhappy client on brink of leaving, Gained renewal of $69,000 per year contract for three years.
Forged excellent working relationship with client extremely reluctant to leave previous account manager. Achieved renewal of contract for $76,000 per year.
Engaged with Software Designer in redesign of report export tool.
hallmark health system, inc Malden, Massachusetts 2001 - 2004
Senior Financial Analyst
Advanced through promotion. Analyzed profitability of proposed and existing product lines as well as physician practices. Presented analyses to senior management and identified new areas of revenue stream. Supervised and trained staff and other department analysts. Served as key member of Decision Support System evaluation team.
Sole member of Finance Team responsible for Decision Support System Implementation.
Created model to facilitate generation of monthly ratio of costs to charges for Healthshare database. Enabled calculation of costs within less than one percent of actual costs.
Identified new source revenue, derived from resident rotations to additional institutions, resulting in $60,000 additional annual revenue.
Financial Analyst hallmark health system, inc malden, ma
Budget and Decision Support Analyst mount auburn hospital, cambridge, ma
Senior Accountant mount auburn hospital, cambridge, ma
merrimack college, North Andover, MA - B.S., Accounting
Miriam H. Bonn
* Delivering messages that resonate in formats that engage *
PROFESSIONAL PROFILE: Self-directed, creative marketing writer, editor and project manager, and curious researcher with excellent interviewing skills. A productive collaborator, experienced in teamwork and leadership in cross-functional and cross-cultural environments.
Marketing, internal, IT/change, and corporate communications;
Exceptional writing and editing skills;
Content creation, including researching content for range of topics, aligning deliverables to audience, marketing goals and brand, and collaborating with client and production teams to deliver final product;
Proven ability to understand and communicate the business benefits of complex technology offerings;
Well-developed project management, organizational and collaboration skills;
Adept at repurposing content for a range of platforms, such as web copy, press releases, articles and marketing collateral.
LOWELL HEALTH DEPARTMENT 1/2014 – 12/2015
Communications Specialist (Contract)
Updated, improved and expanded content on Health Department website
Researched, wrote and published ongoing series of articles and news items, keeping web content fresh and providing timely information to the public
Created editorial calendar
Outreach Worker (Grant-funded)
Designed and implemented outreach program to educate retailers about Lowell’s ordinance banning synthetic recreational drugs, achieving 100% compliance
Developed and delivered community education programs and events, working collaboratively with existing coalitions and task forces
MB COMMUNICATIONS 2000-Present
Independent Marketing Communications Consultant
Provide writing, editing and communications services to high-tech companies such as EMC, Computer Associates, Hewlett-Packard, Compaq, Facilitate.com, Intellisoft, Dimension Data, Philips Medical Systems, Walleye Technologies and Nevada Learning Series. Highlights include:
Writing and Content Creation
Researched and wrote customer success stories for multiple uses, including print and web
Wrote numerous sales guides, presentations, collateral pieces, white papers and web copy for IT outsourcing services company and other clients
Created and published targeted newsletters for multiple audiences
Created reusable modular content for complex proposals, working closely with technical subject matter experts
Planned and created change communications for technology transitions for a Fortune 100 company
Web Site Planning and Content
Focus on seamless, intuitive user experience and aligning web content and structure with marketing strategy and target audiences
Designed and wrote web content, including customer testimonials, for multiple organizations
Managed content refresh to refocus website from investor-oriented to sales-oriented: revised content and information architecture, created new content and managed implementation
Wrote and produced series of interactive CDs to train resellers in networking solutions
Provided communications consulting for high-tech startup introducing innovative product
(Business Analysis) “Unstuck” an ongoing content management (MS CMS) intranet implementation project:
Documented current state, developed user requirements and gap analysis, mapped next steps for project
Developed requirements and plan template for implementation within individual groups
PREVIOUS WORK EXPERIENCE
COMPAQ COMPUTER CORPORATION
eCommerce Business Analyst
DIGITAL EQUIPMENT CORPORATION
Worldwide Intranet/Extranet Publishing and Marketing Manager
Electronic Reseller Communications Manager
Clark University, Worcester, MA BA, Philosophy, English
Western Galilee Community College Certificate, Advanced Video Production
Elaine Saunders, a Matchmaker with over 20 years of experience will take the "crazy" out of dating for you and introduce you to quality, professional singles in your area!
My clients tell me I am the perfect option for those looking for a more dignified approach to dating! My services are confidential and private. If you or someone you know is single and looking for a long term relationship, Call me to find out more about how I can help.
Exclusively serving The Merrimack Valley region of New Hampshire and Northern Massachusetts. Our service is affordable, and if you really want to meet someone special, you can't afford not to try it!
Faith M. Brosnan 978.430.5133
Summary Statement: Work closely with cross-functional teams to produce high quality work. Experience in Content Management System to optimize system and processes for best results. Coordinate with manufacturing and vendors to ensure deliverables are submitted on a timely basis.
Digital Asset Manager June ’15 – Apr. ‘16
SapientNitro, Boston, MA
• Prioritize Ram Digital Asset Management for Fiat-Chrysler, which includes organizing digital assets, gather and document metadata and usage rights info, follow art numbering guidelines
• Participate in project kick-offs and need to request, organize, and deliver final assets to Project Manager and/or Designer
• Manage digital assets and metadata delivery dates per the Chrysler VAM requirements
• Coordinate new/retouched digital assets through product review
• Ensure that final assets are product correct and approved
• Point person for Creatives (e.g. photo shoot decks, requests assets in EVE database)
Freelance Graphic Design & Production Jan. ‘14 – present
• Preflight files before sending deliverables to vendor
• Design eye-catching front covers for college textbooks
• Create simple illustrations for Spanish Grammar Tutorial
• Coordinate and design multimedia materials and ancillary covers
• Reformat book interiors
Associate Art Director Sept. ‘08 - Dec. ‘13
Cengage Learning, Boston, MA
• HM College Division was acquired by Cengage Learning on June ’08, and was promoted
to Associate Art Director
• Review remaining Houghton Mifflin cover mechanicals before sending files to printer
• Art directed following disciplines: Music, Course Technology, Developmental Reading and Writing
• 2012 winner in the 55th Annual New England Book Show for cover and interior designs
• Scheduled cover design kick-off meetings; invited Editors/Publishers, Content Project Manager and Manufacturing Coordinator to discuss upcoming titles
• Initiated hiring designers to create eye-catching cover and interior designs
• Maintain spreadsheet of the assigned disciplines ensuring all files from designers are submitted
• Close contact with the Content Project Manager ensuring all deliverables from designers are submitted to the vendor on a timely basis
Freelance Graphic Designer Dec. ‘05 - Sept ‘08
Houghton Mifflin, College Cover Design, Boston, MA
Cengage Learning (formerly Houghton Mifflin Harcourt, College Division)
• Design college textbook covers
• Review cover mechanicals before sending files to printer
• Coordinate and design all multimedia materials and ancillary covers
Cover Design Assistant Aug. ‘04 - Nov. ‘05
Houghton Mifflin, College Cover Design, Boston, MA
• Maintain spreadsheet containing all college textbook titles
• Liaison to designers and obtaining files in a timely manner to the vendor
• Manage all multimedia and ancillary materials
• Participate in weekly meeting with Design Director and Cover Design Manager to discuss
Bound Book Dates
Freelance Graphic Designer Apr. ‘04 - Aug. ‘04
Houghton Mifflin, Custom Publishing, Boston, MA
• Design custom covers for colleges and universities
• Reformatting interiors
Adobe Creative Suite: InDesign | Illustrator | Acrobat | Bridge | Photoshop
Microsoft Office: Word | Excel | Lync | PowerPoint | Outlook
Bachelor of Fine Arts, Design Rivier University, Nashua, NH
Associates Degree, Science Endicott College, Beverly, MA
Flowers are a traditional part of both joyous and somber occasions. Traditionally, the flowers at funerals bring a sense of peace and beauty to an otherwise sad occasion. Flowers play an integral role in weddings and often are the focal piece in a wedding’s design. Flowers can help reduce stress and alleviate anxiety. Flowers are often used to express gratitude and love to friends and family.
Whatever the reason or occassion, Maureen and her team at Blossoms Florist will make sure the flowers are always fresh, the designs tasteful, and the customer thrilled with the arrangement they receive.
Lowell, MA 978/852-2619 firstname.lastname@example.org
SUMMARY OF QUALIFICATIONS
Academic Entrepreneur and Professor with expertise in education technology, entrepreneurship, business management, international education, and specialty areas in Finance, Project Management, and Service Learning. Proven ability to create and deliver new programs, courses, and curriculum and hire, train, and supervise staff. Known for ability to build effective interdisciplinary relationships and software, engage the external community, and transform organizations.
EdwiseTech dba intellADAPT, Inc, ed-tech startup focused on adaptive learning Boston, MA
Vice President of Operations, Business Development, and Marketing 2015-present
Co-author company business plan and commercialization strategy for launching products.
Find and execute strategic partnership opportunities related to content, sales channels, marketing and technology.
Create and execute marketing, operations, and project plans.
Direct project funded by NSF to conduct Big Data analytics on student data from Physics course.
Build product roadmap strategy.
Lead business development efforts of K-12 and higher education customers, including providing demonstrations and training of instructors.
HARDY GALLAGHER ASSOCIATES CONSULTANTS Lowell, MA
Managing Director 2005-present
Led complex program for a vendor of New York State Education Department to create dashboards and functionality to personalize K-12 education.
Conduct Financial Management seminars for nonprofits through Greater Lowell Community Foundation.
Managed creation of portal specific to veterans under a contract with Massachusetts Technology Collaborative.
Designed fundraising programs, including grant writing, for historic building and community playground.
Reviewed grant applications for the National Science Foundation.
HARVARD UNIVERSITY EXTENSION SCHOOL Cambridge, MA
Adjunct Instructor 2015-present
Develop graduate-level Project Management course aligned with PMI global standards.
Deliver Project Management course in a blended format of live and asynchronous lectures and communications.
CONNECTEDU, INC., provider of K12-workforce software solutions (closed in 2014) Boston, MA
Senior Director, Project Management, Client Services 2012-2014
Directed complex multi-million dollar projects for collecting and analyzing education-related data.
Turned around struggling project and the relationship with key client.
Managed financial and human resource project budgets. Hired and managed vendors for project requirements.
Created professional development programs and provided direction in using global PMI best practices.
NAVITAS USA HOLDINGS Lowell, MA
Executive Director, Navitas at UMass Lowell office. Navitas is an Australian for-profit public company that entered the US market in 2010 specializing in recruiting and educating international students. 2010-2011
Started academic pathway programs for international undergraduate and graduate student in partnership between Navitas and UMass Lowell.
Developed courses; hired, trained and supervised faculty and staff.
Recruited and advised students. Made admissions decisions. Created and conducted orientation.
Developed policies and procedures in conjunction with Provost’s office at UML.
Created marketing plans and literature and web site content.
UNIVERSITY OF MASSACHUSETTS LOWELL, Manning School of Business Lowell, MA
Teach finance, MIS, business communication, general management, first year seminar and Honors courses.
Directed program to increase community engagement in the Lowell public schools for Vice Provost.
Design and deliver undergraduate and graduate courses in on-line, face-to-face, and blended formats.
Incorporate Service Learning projects into coursework to enhance student learning.
Created one master’s degree program and three new seminars in Continuing Studies Department.
Received highest student ratings for 5 semesters in 2 departments (finance and MIS)
Served on university-wide committees for Teaching with Technology and Honors Program Council.
Boston University Corporate Education Chelmsford, MA 2002-2010
NORTHEASTERN UNIVERSITY Boston, MA 2011-2013
MERRIMACK COLLEGE North Andover, MA 2005-2016
Adjunct Instructor and Consultant
Developed and taught various courses to graduate and undergraduate students, including international students.
Designed and delivered undergraduate and graduate courses in on-line, face-to-face, and blended formats.
Designed new academic programs and created service learning projects.
Courses taught: Project Management, MIS, First-Year Experience, various PM seminars aligned with the PMI Project Management Professional certificate program standards.
Teach Business Communication and Finance for Non-Financial Professionals with my own curriculum.
NAVIPATH, INC., a start-up subsidiary of CMGI (closed in 2001) Andover, MA
Director of Product Development for Web and Dial-Up Services 2000-2001
Directed team of 25 program managers and developers in creating and maintaining custom e-commerce products. Products included registration, billing, self-care, reporting, and data-exchange functionality.
Assisted Product Marketing department in defining requirements to improve functionality and increase feature set.
Recruited staff and designed reorganization plan. Developed training plans for entire staff in division (80) and created/implemented employee recognition and appreciation programs.
Prepared presentations to potential investors.
COMPAQ COMPUTER CORPORATION Littleton, MA
Worldwide Systems Program Manager of Real Estate and Operating Services 1998-2000
Designed and managed program for the capture, integration and reporting of real estate data worldwide. Program included 8 applications, including SAP, a data warehouse and PeopleSoft. Performed Business Analysis, Project and Product Management, Training and Support.
DIGITAL EQUIPMENT CORPORATION (acquired by Compaq in 1998) Maynard, MA
Program/Product/Project Manager of Real Estate Division 1991-1998
Managed $1 M annual budget to lead team effort to develop an integrated set of 5 software products, including a data warehouse. Products enabled the company to drastically lower operating expenses and facilitated merger activities for the Corporation.
Re-engineered the business in order to develop data and operating standards, improve productivity and streamline operations. Produced worldwide data standards, procedures and reporting manual.
Developed user requirements, approved technical specs, approved screen and report designs, developed test plans, conducted testing, conducted training and compiled documentation.
Worked with cross-functional teams (HR, IT, Finance) to ensure proper integration of business operations, controls and systems.
Recognized with five annual outstanding performance awards (in 10 years).
Corporate Real Estate Negotiator 1988-1991
Managed portfolio of approximately 100 leased sites.
Trained US Real Estate Administrators in standards, policies and information systems.
UNIVERSITY OF MASSACHUSETTS AT LOWELL Lowell, MA
Doctor of Education in Leadership in Schooling. Focus on Higher Education, Finance and MIS. Dissertation: A Qualitative Research Study of Service Learning in Three Undergraduate Business Courses.
PROJECT MANAGEMENT INSTITUTE Newtown Square, PA
Project Management Professional certification (PMP)
MIT SLOAN SCHOOL OF MANAGEMENT Cambridge, MA
Master's Degree in Management (MBA), completed 1 semester early. Finance Concentration.
SIMMONS COLLEGE Boston, MA
Bachelor's Degree, With Distinction, completed in 3 years. Concentration in Finance and Business Management.
NONPROFIT, COMMUNITY, BOARD, and PROFESSIONAL AFFILIATIONS
FAITH HoME CHARITABLE TRUST: Board Member and Treasurer 2014-present
Distribute trust income to programs that benefit children in Greater Lowell
Approve investment strategy for endowment
Educate board on good governance practices and lead subcommittee to update bylaws
Greater Lowell Community Foundation: Philanthropist 1985-present
Created several endowments for different purposes on behalf of individuals, schools, and nonprofits
Create and teach seminars to nonprofits related to financial management
Friends of Lowell High School, Inc.: President 2008-2011, Director 2006-2008. 2001-2011
This organization is completely staffed by volunteers to support 3500-student Lowell (public) High School and raising $180,000 for scholarships annually.
Led organization through strategic repositioning, board restructuring, and bylaws revision
Implemented key management initiatives resulting in new membership growth of 400% and higher participation of members in day-to-day operations
Drove closer relationships with school administrators, parents, and school committee
Lowell High School Scholarship Committee: Chairperson 2008-2010
Chaired Steering Committee to overhaul process and application
Member of selection committee to choose recipients of scholarships
Clerk of the Corporation; Served on Strategic, Human Resources, Bylaws, and other committees; Chaired Finance and Branch Committees.
1st woman director in bank’s130-year history
Led several initiatives to expand product set and improve operations. Bank grew from $80M to $120M
Served on CEO and VP Search Committees
Chaired committee to find merger partner; bank was sold in 2009 and is now known as Sage Bank
YMCA of Greater Lowell: Boards of Directors and Trustees. President, 1997-1999. 1990-1999
HR, Bylaws and Fundraising Committees
1st woman president in organization’s 120-year history
On Board of Trustees, selected investment manager and designed program to resolve financial crisis
On Executive Board, served on search committee to hire CEO
Refinanced balloon payment of mortgage
Served on strategic planning committee to investigate merging with 2 other Ys
Co-chaired annual fundraising campaign and served as team leader for 7 years; campaign grew from $70,000 to $120,000
Drove expansion of before/after school program with locations at specific schools
Academy of Business Education, Member 2004-present
Project Management Institute, Member 2000-present
various community projects: Lead Organizer 1994-present
Have raised $300,000 to-date mostly via grants for historical restoration and other projects
Served on committee to select new superintendent of Lowell Public Schools 2015 (appointed by the School Committee)
Led parent initiative to improve rigor of middle school math instruction
List of Publications ARE available upon request.