Anne M.

Stevens, PMP
6925 Grasswood Avenue (310) 457 2966 (
home)
Malibu, CA 90265 (310) 420-3861 (cell)
asa16e2e@westpost.net(e-mail)
CORE COMPETENCIES:
* Seasoned Manager with proven ability to lead and coordinate teams
* In-depth experience performing project management and business analyst functio
ns
* Strong verbal and written communication skills including experience with senio
r management and Board member communications
* Creative thinker with strong analytical and problem solving skills
EDUCATION:
University of Southern California, Bachelor of Science, Business Administration,
Finance Emphasis
Loyola Marymount University, Masters of Business Administration, Finance/Marketi
ng Emphasis
PMP Certification
EXPERIENCE:
12/04 - 12/09 Ten Asset Management Encinitas, CA
Project Manager
* Established $1 Billion Registered Investments Advisory Firm from Incorporation
Phase to Current Operations Phase using MS Project to plan and track the projec
t within PMI time, cost and budget parameters
* Managed projects to establish compliance, accounting and human resource functi
ons
* Led project to identify and assign risk probabilities to all firm operational
processes and define succession and/or back-up procedures for high risk functio
ns
* Set-up and monitored projects to implement budgeting, cash management, interna
l audit and tax preparation
* Managed launch of traditional $20 million hedge fund for portfolio, complianc
e, reporting, accounting, administrative and legal functions
* Managed launch of derivative based $15 million hedge fund for portfolio, compl
iance, reporting, accounting, administrative and legal functions
* Negotiated all legal contracts with clients, vendors and service providers sav
ing approximately $50,000 in legal fees annually
* Implemented process improvements for financial, human resource and portfolio o
perations systems using Visio diagrams to define/control changes to complex syst
ems
* Served as liaison to UK Based Hedge Funds
6/01 - 11/04 Grasswood Partners Malibu, CA
Investment Consultant
* Served as an Investment Consultant, specializing in manager search and client
servicing Performed research and conducted due diligence functions on money mana
gement firms being considered for client investments
* Provided performance measurement, asset allocation, manager search, investment
policy and general investment advice to Taft-Hartley, High Net Worth and Founda
tion clients with portfolios ranging in size from 5 million to 250 million.
9/98 - 5/01 WMC Mortgage Corp. Woodland Hills, CA
Corporate Project Manager
* Served as Director of a Year 2000 Project. Utilized system development life cy
cle methodology (SDLC) to perform assessment, inventory, renovation, testing, im
plementation and business continuity plan preparation for millennium change.
* Directed major release updates and/or replacements for loan origination and lo
an servicing application systems focusing on implementing additional controls to
change management procedures to minimize release defects in production environm
ent
* Served as Project Manager for PeopleSoft Human Resources system, Probusiness P
ayroll system and ADP Payroll system conversions for 2000 person firm
* Conducted major update of the corporate disaster recovery plans and planned /
participated in hot site test of main frame and PC/Lan applications
* Researched and prepared recommendation for disaster recovery hot site vendor f
or PC/Lan systems workstations located in CA
10/97 - 8/98 Glendale Federal Bank Burbank, CA
Project Manager (Contractor)
* Managed activities of Year 2000 Project Office
* Implemented development and documentation project methodology
* Managed global project plan consolidating all Year 2000 remediation projects
* Prepared status reports, project plans, issues logs and risk assessments to m
anagement
* Managed resources for vendor contract review
* Prepared Centralized ATM Balancing Proposal and prepared Visio data flow diagr
ams to document existing ATM Balancing process for network of 300 ATMs
1/91 - 10/97 Great Western Bank Chatsworth, CA
Project Manager 5/93 - 10/97
* Developed and managed a series of Call Center technology projects
* Focused on formulation of business improvement strategies, preparation of busi
ness cases and management of projects using SDLC methodology
* Utilized middleware technology to develop a more efficient system for customer
service representatives
* Enhanced business processes and reduced costs through improvements to interact
ive voice response systems, introduction of workflow processing, and development
of customized interfaces to selected vendors
Section Manager 1/91 - 4/93
* Directed a Liaison Group of 17 responsible for the management and overall proj
ect coordination for Hogan checking, savings, and interface system development p
rojects
* Performed administrative duties, managed and developed staff, interpreted proj
ect directives, and resolved complex issues
SKILLS:
* MS Project * Reg. Investment Advisor systems.
* Visio * Retail Banking Systems Word
* MS Word * Hogan Deposit Systems
* MS Excel * Human Resource systems
* MS PowerPoint * Payroll systems