Kelly Geyer

Managed the successful delivery of application deployments for the OH Dental Facets domain using both Waterfall and Agile methodologies for projects ranging in size from $40k to $1.5 million spanning several months to over one year. Scrum Master and servant leader for teams with resources in CT, NJ, NC, MD, TX, AZ and India. Recipient of 6 Bravo awards for Innovation and Performance.

Planned and managed projects aligning business goals with technology solutions to drive process improvements. Leveraged technical, business and financial acumen to communicate effectively with client executives and their teams. Managed over 75 successful proprietary software enhancements including automation of manual reports, validation of investor data to fund accounting data, and a new system for processing investor transactions.

Implemented new program to prepare client asset plans and tactical solutions for advisors. Established new written procedures to improve department efficiency and accuracy. Streamlined methods for paperwork creation, processing, and tracking. Earned Series 6 license.

Developed and implemented business and marketing plan, sales and advertising approach, referral and customer appreciation program. Successfully coordinated the completion of over 150 home remodeling projects.

Coordinated the completion of more than 100 remodeling projects including permits, construction and final sign off. Cultivated staff of contractors from a crew of three people to over forty people through job posting, interviewing, hiring and training.

Marketing emphasis