Role: Presentation Workflow Coordinator (Project Manager - Presentations)
Date: Jan. 2019 - Oct. 2024
Location: Palo Alto, CA
Tools: Microsoft PowerPoint, Excel, Word, Outlook, Teams | Adobe Photoshop, Illustrator, Acrobat | Skype for Business, Workday, VMware Horizon, Citrix, Symphony / myPublishingServices (Internal CRM)

Description:

• Directed 45+ projects monthly, driving collaboration with stakeholders to achieve a 95%+ client satisfaction rate

• Managed intake for the national West Coast branch through Bank of America’s internal CRM platform, achieving 90%+ utilization, improving task allocation, and reducing turnaround times

• Streamlined desktop publishing workflows for 100+ investment bankers, accelerating high-stakes project quality and speed

• Contributed to 500+ PowerPoint projects annually, supporting Fortune 500 companies in mergers, acquisitions, and IPOs within tech, media, and telecom sectors, driving multibillion-dollar deals

• Created multi-page documents, charts, maps, icons, and other creative graphics, upgrading 1,000+ client-facing PitchBooks

• Spearheaded the reorganization and expansion of a 3,000+ iconography database, enhancing efficiency and accessibility

• Exceeded quality and satisfaction targets consistently, earning top-tier performance reviews for 5+ consecutive years

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Disclaimer:

Due to confidentiality agreements, the vast majority of my work at Bank of America cannot be shared publicly. However, the showcase below features public-facing versions of graphics tied to projects I directly supported in collaboration with the Technology Investment Banking team.