Professional Documents
Culture Documents
KEY COMPETENCIES
Project Management Verbal & Written Communication Cross-functional Team Leadership
Project Implementation Partner Relationship Management Incentives Financial Management
Project Plans and Delivery Problem Solving Skills Project Management Software
Client Success Strategic Planning & Leadership Risk Management
PROFESSIONAL EXPERIENCE
Cascade Financial Technology Corp May 2022 - September 2023
Senior Project Manager
Leading complex and innovative fintech projects that enhance the customer experience, optimize the
business processes, and increase the revenue and profitability of the company.
Working with cross-functional teams, stakeholders, and clients all over the world to define the project
scope, objectives, deliverables, and timelines.
Monitoring and controlling the project performance, quality, budget, and risks, and ensuring the
alignment with the company's strategic goals and compliance standards.
Opportunities Consulting
Senior Business Consultant June 2020 - April 2022
Helping clients improve their operations, solve problems and achieve their goals by providing expert
advice, Information and guidance. Undertaking projects on behalf of the client.
Meeting with clients to perform an initial assessment of their situation and identify their needs and
goals. Collecting and analyzing data to understand the client’s business, market, competitors and
challenges.
Formulating recommendations and solutions with attention to the client’s wishes, capabilities and
limitations. Presenting findings and suggestions to clients.
Assisting the client in implementing the plan and resolve any occasional discrepancies. Monitoring and
evaluating the results and outcomes of the project.
TC Kokua
General Manager July 2018 - May 2020
Overseeing and leading daily operations as well as guiding the overall business strategy.
Developing and implementing goals, policies, and budgets.
Hiring, training, managing, and evaluating staff performance.
Ensuring customer satisfaction and quality standards. Solving problems and resolving issues.
Improving revenue, profitability, and efficiency. Reporting to leadership and stakeholders.
County of Maui
Assistant Budget Director March 2018 - June 2018
Managing the operating budget for Maui County.
Working with department heads and elected officials on making necessary increases, and or cuts to the
overall budget or specific units’ budgets. Directing departments budgeting and financial forecasting
activities.
Leading the budgeting process for annual, quarterly, and monthly development. Developing budgetary
policies and guidelines to meet short- and long-term financial goals.
Presenting annual budgets to the mayor and the community members.
Hana Hamel Enterprises
Business Consultant & Online Business Coach January 2015 - December 2017
Helping clients improve their operations, solve problems and achieve their goals by providing expert
advice, Information and guidance. Undertaking projects on behalf of the client.
Meeting with clients to perform an initial assessment of their situation and identify their needs and
goals.
Collecting and analyzing data to understand the client’s business, market, competitors and challenges.
Formulating recommendations and solutions with attention to the client’s wishes, capabilities and
limitations.
Presenting findings and suggestions to clients.
Assisting the client in implementing the plan and resolve any occasional discrepancies. Monitoring and
evaluating the results and outcomes of the project.
Desjardins
Senior Manager - Business Banking May 2012 - December 2014
Developing and maintaining relationships with clients.
Analyzing financial statements and credit reports.
Identifying opportunities for new business.
Developing and implementing strategies to increase revenue.
Providing financial advice and guidance to businesses.
RBC Royal Banking
Senior Manager - Private Banking April 2010 - April 2012
Managing the financial needs of high-net-worth clients.
Working with clients to determine their financial goals and needs and develop a plan to meet those
goals.
Analyzing financial statements and credit reports.
Developing and implementing strategies to increase revenue.
Identifying opportunities for new business.
Providing financial advice and guidance to clients.
EDUCATION
Faculty Jean-Monnet • Paris • France
Master of International Economy - Finance
REFERENCES
Professional recommendations are in my LinkedIn Profile. References are available upon request.