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Stephanie Pichel

Stephanie Pichel

Project Coordinator

Charles Schwab

Project Coordinator, Investment Management Services

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Charles Schwab

Project Coordinator

Project Coordinator for Investment Management Services, Strategy and Product Development

• Created and manage Product Development Process Microsoft SharePoint website, an informational resource and living record of in-process and completed projects. Maintain InfoPath form of required checklist. Prepare and deliver annual training materials of Process. Point person for Information Barriers Audit of process and procedures
• Created an online Investment Management Services Research Library in SharePoint, for team members to have access to, and benefit from, all research available to the enterprise
• Manage bi-weekly Product Initiatives calendar and meetings, ensuring appropriate parties are informed of team projects, priorities, and timelines
• Produce Management Reporting Dashboard for monthly and quarterly Senior Leadership Team reviews
• Event planning

Career medium 05
Career
Career medium 01

Penguin Computing

Business Analyst

Business Analyst for Sales Operations team
• Prepared and distributed daily and weekly sales and pipeline reporting package to Senior Management
• Salesforce.com reporting; designed and implemented reports to measure Sales activity against forecast and pipeline

Career

Penguin Computing

Accounts Payable

• Used SAP software for invoice processing, issuing checks, reconciling vendor accounts, aging reports, etc.
• Maintained bank register and vendor credit line reports to aid in cash management and material purchasing
• Increased efficiency to improve internal controls, saved time and money during yearly accounting audits
• Audited and processed employee expense reports

Career medium 03
Career
Career medium 05

Penguin Computing

Human Resources/Marketing/Office Management

• Assisted Director of HR with new hire orientation, benefits administration, open enrollment, payroll, workplace safety, trainings, and ergonomics
• Coordinated logistics, such as catering and invitations, for both internal and external events
• Assisted with trade show planning and the execution of promotional materials and collateral

Career

University of California, Berkeley

Certificate in Project Management

University of California, Santa Cruz

BA, Photography, Anthropology