Amy Heller

Amy Heller

Work History

Work History
Nov 2005 - Present

Founder and President

The WGIRLS Inc.
  • Founder of WGIRLS INC, a non profit organization dedicated to serving the needs of disadvantaged women and children across New York City.
  • Since inception, WGIRLSNYC has raised over $175,000 in funds, and has grown from 5 to 60 active members
  • WGIRLSNYC partners include: WIN (Women in Need), The Children's Aid Society , Revlon Run Walk for Women's Cancers, SAVE THE CHILDREN, The Red Cross, Dancing Dreams and HKI.
  • Partnered with Morrison Forrester to take acquire 501 (c) status and to facilitate organization expansion
  • Launched WGIRLS LA in 2008
  • Responsibilities include: Goal setting, committee development, marketing, fundraising, event planning, sponsorship cultivation, annual plan, budget approval and management of officers
May 2005 - Nov 2008

CITI

Strategic Advisor/Project Manager- Global Direct Banking Internet Strategy                                                     (June 08-November 08)

  • Member of the international team responsible for the strategic direction, design, and development of Citi's next generation, Web 2.0 global banking strategy.
  • Led a global team of designers, developers, and market leads for phase one launch on strategic online initiatives in five international markets: Singapore, Hong Kong, Philippines, Australia, and Poland working across organizational boundaries both functionally and geographically.

Vice President- Internet and Innovation Strategy Global Consumer Businesses                                    (November 06-August 07)     

  • Lead member of the GCG Innovation Strategy team. Responsible for strategic analysis of the current state of the GCG internet business model and design of the future state model utilizing best practices from across the industry. Emphasis on improving customer experience, streamlining internal operations, and maximizing ROI through cross selling opportunities. Role required strong relationship management, strategic advisory, and project management.
  • Led "Single Sign On" strategy development across all North American consumer businesses

Citigroup Client Lead- Contract through Acumen Solutions                                                                                         (May 05-October 06)

  • Lead Project Manager on Customer Analytics System Development Initiative
  • Managed onsite project team of 40 people -5 direct business analyst /associate reports
  • PMO Lead for Analytics and Reporting Group-coordinating team of 6 project managers,
Apr 2003 - May 2005

Senior Engagement Manager - Strategic Services -Major Systems Implementation

Morgan Stanley

Project                                                     

 Lead Project Manager on the cash management and banking services project teams as part of the pending merger of MS&Co's private banking organization with MSDW's retail brokerage platform

  • Partnered with team of MSDW and MS&Co Managing Directors responsible for program deliverables
  • Managed project team of 35 people including 5 direct business analysts /associates
  • Evaluated ultra high net worth business and technology segmentation strategies with a focus on branding, sales force segmentation, and client offering.
  • Led initiative to transition all money market assets from MS&Co to MSDW:  Introduced 12 new money  market and cash offerings
  • Conducted full review  of the  Private Client Checking and Debit Card platform optimizing business performance by devising new and improving existing policies and procedures
May 2001 - Apr 2003

Metropolitan Life Insurance Company

Lead Portal Release Manager (Feb 2002-April 2003)

  • Prioritized functionality and enhancement requests based on ROI, customer need, and IT feasibility.
  • Coordinated integration efforts for two remote information technologies teams, multiple internal product teams, an interactive advertising agency, operational readiness, and the customer experience team.
  • Worked closely with customer experience and usability teams to ensure customer satisfaction in the areas of design, navigation, and functionality.
  • Coordinated documentation creation, site maps, project plans, functionality change requests, & UAT scripts.

Portal Security Services Manager (Aug 2001-Feb 2002)

  • Facilitated full-scale security integration of 5 product platforms into the "MyBenefits" portal.
  • Managed integration of e-signature capabilities for 4 product sites allowing for online enrollment, and receipt of electronic explanation of benefits

Portal Business Analyst (May 2001-Augt 2001)

  • Led redesign project for portal access and registration conducting market research, competitive analysis, and incorporating user feedback
  • Worked with legal and customer experience to optimize the portal registration process
Jun 2000 - May 2001

Financial Advisor

UBS PaineWebber
  • Junior  broker managing over 250 accounts (approximately  $22 million dollars in client assets)
  • Responsibilities included; portfolio analysis, product assessment and new business solicitation
  • Product knowledge includes: Equities, Fixed Income, IRAs, 529 plans, Annuities, Mutual Funds, Life Insurance, and Options
  • Strong cold calling,  interpersonal, client service, and relationship management  skills
Sep 1999 - Jun 2000

Business Analyst/Junior Project Manager

JP Morgan Private Client Group
  • Participated in the analysis and redesign of the JP Morgan on-line service offering
  • Led project team responsible for vendor selection, business analysis, training and implementation of scanning technology
  • Worked with senior level management and external consultants to analyze and redesign the private client acquisition process
  • Designed account management software application to automate the new account process (70 users)
Sep 1998 - Sep 1999

Consultant

Arthur Andersen Business Consulting
  • Member of the strategic marketing team for a consumer products company seeking entrance into the online education market:
  • Facilitated strategic sessions with Senior Level Management focused upon concept refinement, market potential, online marketing strategies and strategic alliance development for a consumer focused online university
  • Member of the Risk Assessment and Revenue Assurance Teams for a Global 1000 telecommunications company:
  • Conducted high level assessment of each of the company's business unit's internal processes and supporting systems to determine process inefficiencies and areas of potential revenue leakage

Education

Education

Masters of Science in Fundraising Management and Nonprofit Administration

Columbia University
1998 - Present

Bachelor of Science Business Administration

Villanova University

Professional Licenses

Series 7, Series 66 *May require SEC waiver

Summary

Management Consulting ▲Project Management ▲Internet Strategy ▲Non-Profit Entrepreneur

Dynamic, Self Starter, VP Level Executive with demonstrated success in program management and strategic advisory for Fortune 100 firms.  Actively pursuing PMP certification.