|
|
| Objective |
| Seeking
a position where I can use, and build upon, my knowledge of computer systems,
e-commerce and my business skills. |
|
| USAA
Investment Management Company Experience |
| Electronic
Investing Services Associate |
|
06/2000
- present |
|
Member
of the redesigned IMCO Main Menu test team. Entered scenarios from
test cases into test Web environment using PC and Mac machines running
multiple browsers (Internet Explorer versions 5.5 and 6.0 plus Netscape
4.7 and 6.2). Created ad hoc tests. Validated correct Web pages and
messages are displayed to member. Noted deviations from expected results
and compared them to test cases. Discussed results with test team,
Enterprise Business Operations and Enterprise Testing Solutions. |
|
Took
the initiative to do a study comparing the Investment Management Company's
portion of usaa.com to the Web sites of Fidelity, Schwab, Vanguard,
and E*Trade. The study examined the Investment Main Menus, navigation
in the sites, trading pages, display of account information, quotes,
watch lists and trading tours. The study noted differences, provided
sample screen shots and made recommendations. Included in the study
was a short SWOT analysis. The results are published as a Web page
that is currently stored on the LAN in the Electronic Services drive.
|
|
Created
the mission statement for the Electronic Services Unit -- "The
mission of Electronic Services Unit (ESU) is to facilitate e-commerce
between members, the Investment Management Company and USAA through
testing and troubleshooting of applications which allow members to
communicate their needs, request transactions and access account information."
|
|
Member
of 529 College Plans test team. Entered scenarios from test cases
into test Web enviroment using multiple browsers (Internet Explorer
versions 5.5 and 6.0 plus Netscape 4.7 and 6.2). Created ad hoc tests.
Also created ad hoc tests focused on reworked defects in the IMCO
WebSphere Conversion project both in the test Web enviroment and post
implementation in usaa.com. Validated correct Web pages and messages
are displayed to member. Noted deviations from expected results and
compared them to test cases. Discussed results with test team, Enterprise
Business Operations and Enterprise Testing Solutions. |
|
Member
of IMCO EDD (Electronic Document Delivery) Project 2 test team. Entered
scenarios from test cases into system via test Web environment and
test Member Support Application (MSA). Created ad hoc tests. Validated
the correct paper or electronic statements were received for each
member number in the test. Also validated correct Web pages and messages
are displayed to member. Noted deviations from expected results and
comparing them to test cases. Discussed results with test team, IMCO
e-Business Development and Enterprise Testing Solutions. |
|
Member
of Reward Shares Class Conversion test team for the USAA S&P 500
mutual fund. Entered scenarios from test cases into system via test
Web environment. Created ad hoc tests. Validated correct Web pages
and messages are displayed to member. Noted deviations from expected
results and compared them to test cases. Discussed results with test
team and Quality Management and Application Testing (QMAT). |
|
Member
of Mutual Fund Voice Response System (MFVRS) test team. Entered test
cases into system via telephone, checked for deviation from expected
response, noted defects, sent defect reports to team leader via Outlook,
and discussed results of tests on new code and modifications with
fellow team members. My experience in responding to member problems
allowed me to develop additional test cases for scenarios that were
not covered in the test cases prepared by Enterprise Testing. |
|
Submitted
several ideas leading to changes in proceedures and support systems.
|
|
Volunteered
to be part of pilot program for on-line training program - smartforce.com
- and SnagIt 5. Independently accessed applications, determined if
they meet user requirements, such as business functions, tasks, and
conditions, and then communicated findings to various teams. |
|
Worked
mutual fund Web transaction reports. Certified Web site mutual fund
reject reports. Researched and analyzed discrepancies, called member
when appropriate, warned and odoced accounts, contacted mutual fund
operations to facilitate problem resolution. |
|
Loaned
to USAA Federal Savings Bank (FSB) Deposit Sales and Service 08/06/2001
through 09/10/2001. Assisted Deposit Sales and Service Representatives
in handling members’ calls. Learned several of FSB’s systems:
ALLTEL, PEP +, and COLD. |
|
Updated
Electronic Investing Services training manual. Opened Microsoft Binder,
deleted material on Customer Support Application, and added material
on new Member Service Application by creating new document in Word
including screen prints captured by SnagIt32. In addition, assisted
in developing material for avoidable calls section. |
|
Performed
ad hoc testing of systems - Voice Response and Web site - in response
to member and sales representatives concerns. Determined if the systems
are correctly responding and if the applications are continuing to
meet user requirements. Should research and analysis determine modification
is necessary, contacted managers, ESU Smart, Level 2, or the team
working on the application with recommendation or a request for further
research and analysis. |
|
Assisted
Electronic Services 3 (the Metro team) in responding to member e-mail.
|
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Certified
Training Counselor (CTC) for Electronic Investing Services. |
|
Subject
Matter Expert (SME) for IRAs. |
|
Subject
Matter Expert (SME) for EDD (Electronic Document Delivery) |
|
|
| Electronic
Investing Services Representative |
|
01/2000 - 06/2000 |
|
Worked
independently to analyze members needs/requirements while providing
assistance with a wide range of service and inquiry issues. In addition
to working independently, part of a team working together to resolve
dynamic, complex problems. |
|
Focused on learning Internet/Web site
troubleshooting skills. Developed skills necessary for analyzing if
applications are performing correctly and if the applications are
continuing to meet user requirements. This required refining my ability
to multi-task, plus my research, analysis, and organizational skills.
|
|
Learned Customer Support Application
(CSA), Animal (Account Relationship Database) and Order Queue in addition
to other USAA desktop applications. |
|
Led Electronic Services Units in number
of member e-mails (Metros) answered. |
|
|
| Brokerage
Sales/Service/Regulatory Trading 1 Representative |
|
06/1999
- 01/2000 |
|
In
addition to the duties and skills of a Brokerage Sales/Service Representative,
placed stock, bond, option and mutual fund orders for brokerage clients.
|
|
Learned
USAA Brokerage Trading Systems (GUI and Phase 3). |
|
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| Brokerage
Sales/Service Representative |
|
02/1999
- 06/1999 |
|
Expanded
duties and skills used as Mutual Fund Representative to servicing
brokerage accounts. |
|
Developed
a strong working knowledge of systems used by USAA Brokerage - Phase
3 and Maxxess. |
|
|
| Mutual
Funds Sales/Service Representative |
|
01/1999
- 02/1999 |
|
Applied
the skills learned in IMCO Pipeline Training to servicing member’s
accounts. |
|
Provided
assistance with a wide range of service and inquiry issues. |
|
|
| IMCO
Pipeline Training |
|
11/1998
- 01/1999 |
|
Focused
on learning all product lines offered by USAA and developing skills
essential to USAA’s customer service. |
|
Became
familiar with USAA Corporate systems including Microsoft NT operating
system, IMS and STARS (CICS). |
|
|
| Non
- USAA Experience |
| Account
Executive |
|
Morgan
Stanley Dean Witter |
|
12/1996
- 03/1998 |
|
Responsible
for developing and managing own book of business. |
|
Marketed financial services. |
|
Used
AdvantagE, Act, and Microsoft 97 applications to conduct trades,
track clients and for correspondence. |
|
|
| General
Manager/Owner |
|
Limping
Bull Ranch |
|
01/1989
- 06/1997 |
|
Created
the business plan. |
|
Purchased land and cattle. |
|
As
a small business owner, performed the duties of General Manager.
|
|
Used
Lotus SmartSuite to facilitate accounting. |
|
|
| Sales
Consultant |
|
Superior
Pontiac |
|
08/1996
- 11/1996 |
|
Responsible
for developing own book of business. |
|
Marketed personal automobiles and trucks. |
|
|
| Field
Services Enroller |
|
Cornerstone
Marketing |
|
01/1996
- 07/1996 |
|
Responsible
for developing own book of business. |
|
Marketed health and life insurance products. |
|
Used
Microsoft 3.1 applications to track clients and for correspondence. |
|
|
| Sales
Verifier |
|
West
Telemarketing |
|
03/1996
- 06/1996 |
|
Closed
and verified sales of non-licensed marketing representatives.
|
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Marketed life insurance products. |
|
|
| General
Manager/Owner |
|
DL
Schoen Roofing |
|
08/1993
- 12/1994 |
|
Created
the business plan as a project during B.B.A. at St. Mary’s
University. |
|
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Won
the Vincent and Charlotte Sauget Business Plan Award. |
|
|
|
One
of two awards given during the year for developing an outstanding
business plan. |
|
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Decided
to start company from ground floor. |
|
As a small business owner, performed the duties of General Manager.
|
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Sub-contracted
labor to four crews (total of 20 workers). |
|
Used
Lotus SmartSuite to facilitate accounting and develop proposals.
|
|
|
| Management
Consultant |
|
US
Small Business Institute |
|
01/1994
- 06/1994 |
|
Member
of a two person strategic site/business analysis team from St
Mary’s University that researched Acapulco Sam’s
operational strength and market position prior to move to San
Antonio Riverwalk. |
|
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Conducted:
|
|
|
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Information
gathering interviews |
|
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Market
research |
|
|
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Competitive
and internal analysis |
|
|
US
Small Business Administration panel Presented findings before
a |
|
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Received
US Small Business Administration Certificate of Recognition. |
|
Created
business plan (an English Pub) for two retiring military officers. |
|
|
| Self
Employed |
|
Subcontractor |
|
02/1980
- 09/1983 |
|
Managed
job sites for contractor. |
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Produced
custom sheet metal products. |
|
|
| Sheet
Metal Foreman |
|
HJ
Meyer Company |
|
05/1979
- 02/1980 |
|
Managed
and trained workers. |
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Calculated
inventory levels and laid out production templates. |
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Responded
to customer and co-worker quality and safety issues. |
|
|
| Superintendent
/ Sales Consultant / Customer Service Foreman |
|
Bill
Embrey Roofing Company |
|
05/1974
- 05/1979 |
|
Managed
30 employees and several subcontractors. |
|
Trained
foremen and workers. |
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Scheduled
production, calculated inventory levels, estimated costs, presented
proposals, read blueprints, and laid out production templates.
|
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Implemented
a file tracking system reducing lost files. |
|
|
|
| Education |
|
|
| Licenses |
| NASD
Series 7 |
|
General
Securities |
|
| NASD
Series 63 |
|
State
Blue-Sky Laws |
|
| NASD
Series 65 |
|
Registered
Investment Advisor |
|
| NASD
Series 31 |
|
Managed
Futures |
|
|
| Computer
Skills |
| Operating
Systems Used |
|
Microsoft
3.1, 95, 98, NT, 2000 and XP Pro (since 2002) operating systems |
|
| Suites
Allowing Colaberation On Projects |
|
Microsoft
97, 2000, XP Pro Office (since 2002) applications |
|
|
Access
|
|
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Excel
|
|
|
Outlook
|
|
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Word
|
|
|
PowerPoint
|
|
Lotus
SmartSuite 3.0 (1994 - 1997) applications |
|
|
AmiPro
|
|
|
Lotus
1-2-3 |
|
|
Approach
|
|
|
Freelance
Graphics |
|
|
Organizer
|
|
| Other
Commerical Applications |
|
Microsoft
Project 2000 |
|
MIcrosoft
Visio |
|
Microsoft
Visual Studio 6.0 |
|
Dreamweaver
MX |
|
Adobe
Acrobat 5.0 |
|
Adobe
Photoshop 7.0 |
|
PaintShop
Pro |
|
| USAA
In-House Applications |
|
IMS |
|
STARS
(CICS) |
|
Phase
3 |
|
Maxxess |
|
Metro |
|
Bridge |
|
ALLTEL |
|
COLD |
|
PEP+ |
|
| Programming
Languages |
|
HTML |
|
Familiar
with VBScript |
|
Familiar
with Java |
|
|
| Community
Service |
|