Administrative, Project Coordinator

Bridget Peeler

704-***-****) email: ***************@*****.***- Statesville, NC) by Charlotte, Mooresville, Huntersville, NC areas

www.linkedin.com/in/bridget-koeppel-peeler-11747059

QUALIFICATIONS

Understands information security, industry standards, and government regulations; resolves conflicts independently within organizations and projects.

Drives decisions and accepts assignments to improve processes.

Coaches’ leaders to proactively manage employee relations and avoid reactionary responses.

Promotes positive communication and teamwork within the department.

Motivates groups to collaboratively solve business challenges with effective verbal skills.

Communicates process changes and recommendations to stakeholders at all levels clearly.

Build relationships across the organization, providing valuable assistance and trusted teamwork.

Use initiative and judgment with a passion for mentoring others.

Manages sensitive and confidential situations professionally.

Develops team members' strengths and resources to build teams and complete projects.

SKILLS

Workday, Confluence, SharePoint 2013/2020, STAMP (HR tool), ESAR (Enterprise Service Account Repository) tool, JIRA (Agile Method), Group Grabber (WF fin-house product), AIMS (Access Management) tool, MS Office Suite, Snagit Tool, Publisher, Visio, Power Point, MS Scheduler, Communicator, MS Live Meeting, PMUWS, Planview, Data Management and Notification patching tool, Validation Framework, DMS (Documentum Storage Management), IQ Navigator, Beeline, Project Start-Up and Planning, MS Project, (Business Access Coordinator) ACT, Discovery, CMS Toolset, Clarity, PRT application and Nexus and Tableau dashboard (beginners) Agile /Waterfall methods, Understanding of Routers and Switches and how they work in Data Center.

PROFESSIONAL EXPERIENCE

Wells Fargo, Charlotte NC 1/2/2017-5/1/2024

PM/PC & Sr. Technology Business Systems Consultant

-Cybersecurity Data Science team

Directed weekly team meetings, managed minutes, tracked action items, and set agendas aligned with project goals.

Managed risks, actions, issues, dependencies, ensuring progress and timely resolution.

Led cross-functional initiatives within Cybersecurity Data Science, identifying tool gaps and monitoring for optimal security compliance.

Optimized access processes by validating and cleaning over 500+ service accounts using AIMS and Esar tools.

Executed training plans for 300+ employees on Wells Fargo compliance and StrengthsFinder, serving as coach and liaison.

Managed 300+ time reports in Workday Tools while maintaining 98% accuracy in bi-monthly financial reporting, forecasting, and operational budget reviews.

Led staff in hiring, training, and resource allocation for customer relations, project management, and operational efficiency.

Created and delivered training programs to enhance employee skills and foster leadership development.

Collaborated with leadership to improve team performance and morale across business units.

Developed key processes for onboarding and service account access for five leadership teams, ensuring smooth transitions for new hires.

Conducted Azure and Google Cloud certification training for 200+ engineers, achieving full certification by June 2024.

Designed workflows and documentation in SharePoint and Confluence for leadership teams.

Supported leaders in audits, data analysis, and reporting, providing insights for decision-making.

Worked with Scrum leaders on Agile backlogs and sprint planning.

Improved network diagrams and optimized business processes within Enterprise Information Security.

Redesigned technical processes for Vulnerability Management, Configuration Management, Patch Management, Information Management, and Malware teams.

Developed detailed work plans, schedules, project estimates, resource plans, budgets, and status reports.

Wells Fargo, Charlotte NC 7/2015- 12/31/2016

PM/PC & BSC-contractor

Thru ATR International., INC 1230 Oakmead Pkwy, suite 110, Sunnyvale, CA 94085

- Compliance Analysis Reporting Team

Created lists, workflows, and tasks in SharePoint for the group; set up confluence sites for teams to aid in the collection, review, and consolidation of program and project status reports and issues

Monitored and evaluated the effectiveness of change management activities, gathering feedback and insights for ongoing improvement efforts

Collaborated with team members on processes for reporting procedures and other necessary documents, performing additional duties as required, including specific project management by leadership teams

Functioned as an internal consultant within Enterprise Information Security, driving process improvements and developing network diagrams for the CMR Portal

Created, stored, and updated process documentation in SharePoint for efficient access and organizational systems for multiple teams

Collaborated with developers to create and validate Agile user stories within JIRA, ensuring clear documentation and alignment with business requirements

Assisted Scrum leaders in backlog management and user story preparation, aligning with Agile methodologies for effective sprints

Ensured software releases were assessed with traceability to requirements, collaborating with development and testing teams

Coordinated with the Security Compliance team to manage tools and processes related to Vulnerability Management, Configuration Management, Patch Management, Information Management, and Malware

Contributed to the development and implementation of systems and procedures meeting monitoring and reporting requirements for the Compliance Analysis Reporting team

Conducted analysis of compliance monitoring requirements, ensuring existing tools and processes met the team's monitoring and reporting needs

Facilitated new hire onboarding, creating a structured process to ensure smooth integration into teams

Played a role in financial forecasting, operational budget reviews, and adherence, aligning leadership goals and strategic planning

Bank of America, Charlotte NC 03/2015-07/2015

Thru ATR International., INC 1230 Oakmead Pkwy, suite 110, Sunnyvale, CA 94085

PM/PC & Project Analyst -contractor

- Consumer, Small Business group

Assisted Program and Project/Change Managers with processes such as meeting setup and management, calendaring, preparing and collecting agenda items, creating supporting documents, capturing minutes, following up on items, and other related meeting outcomes.

Supported maintenance of program-level integrated timeline, dependencies, and critical path milestones. Assisted program and project managers in analyzing scope and issues to ensure clear ownership within the program structure. Revised and coordinated reviews of new or changes to existing documentation, managed the Change Control process, ensuring adherence.

Aided in the collection, review, and consolidation of program and project status reports and issues; assisted in implementing process changes and improvements to support program, team, and reporting effectiveness.

Helped in identifying, evaluating, and developing procedures that meet project requirements. Documented data, functions, and business processes for selected functionality on technical documentation. Worked with Project Managers on impact analysis, detailed designs, unit test plans, developed and updated standard operating procedures and workflow diagrams for various work types across teams requiring assistance, including projects related to router and switch processes.

Tracked issues and follow-up items related to the program and supporting initiatives; ensured program and project team follow-ups. Established project management methodologies, processes, and tools for groups to use on their projects.

Performed other duties as required, including specific project management tasks assigned by leadership teams. Facilitated financial forecasting and planning processes, participated in operational budget review and adherence with leaders, and ensured adequate staffing.

Wells Fargo, Charlotte, NC

Project Analyst/Project Management/PC-contractor 10/2013 - 12/2014

Thru Signature Commercial Solutions, 200W. Cypress Cir, RD4000, Ft. Lauderdale, FL 33309

- Deployment Management and Nonfiction), Remediation, Governance team

Assisted the five DLMP project managers, which included Patching, DMAN (Deployment Management and Nonfiction), Remediation, Governance, End of Life work streams, and Routers and Switches projects.

For each work stream, gathered and documented project requirements; tracked and reported project status; escalated identified issues and followed up on assigned actions; provided research and analytical support; documented workflows, router and switch processes and procedures; updated documents and reports; and communicated project information and updates to the project team and users.

Established standards for measuring performance against process and compliance requirements and assisted in other document preparation (as needed) to support audit or OCC needs and reviews for the group.

Functioned as an internal liaison consultant within the group by using quality tools and business process definition/improvement to re-engineer technical processes.

Created and implemented all project documents for the Waterfall method, including Business Requirements Documentation (BRD), SOW (Statement of Work), FSD, and all other documentation needed for the project's success through the methodology phases, ensuring compliance with audit standards. Tools used included Planview and PMUWS (Project Management Universal Workstation), which were updated weekly for status reports, PowerPoint presentations, scheduled offsite meetings, change controls, risks, and issues.

Implemented standards for measuring performance against process and patching compliance requirements.

Created a site for new enhancements and requirements for the Line of Business to submit their requests for new or upcoming releases.

Monitored and evaluated the effectiveness of change management activities, gathering feedback and insights to inform ongoing improvement efforts.

Performed analysis of compliance monitoring and reporting requirements for Patching, utilizing existing tools and processes to meet patching monitoring requirements and collaborating with team members to identify necessary monitoring, reporting, or related processes for the group.

Conducted weekly LOB (Line of Business) meetings for business partners and took meeting minutes for the Tactical Patching project. Worked to remediate servers in the CPS group that required maintenance patching schedules set up in DMAN for 2014, totaling 25,000 servers requiring remediation for the company.

Effectively driven project activities through SDLC, applying various methodologies and standards to ensure quality and timely, budget-conscious delivery of projects.

Functioned as a liaison between stakeholders and senior leadership on project status, issues, and risks, performing additional duties as required, including specific project management tasks assigned by leadership teams.

Created, managed, and supported project plans, ensuring effective financial forecasting and tracking.

Additionally, when the manager's contract ended, I performed PM work on the three remaining projects needed to complete the deliverables and close out the projects.

Wells Fargo, Charlotte, NC 10/2012 - 03/2013

Thru Signature Commercial Solutions, 200W. Cypress Cir, RD4000, Ft. Lauderdale, FL 33309

PM/PC & Business Analys -Wells Fargo- -contractor

-This was a new Maintenance application project in the Compute Services Group

Wrote technical procedures for Patch/Maintenance, including routers and switches, for DMAN (Deployment Management and Notifications), scheduling server patching and improving process standards.

Assisted with how-to procedures for Engineering groups and documented Waterfall Methodology, including BRD and SOW.

Coordinated UAT/SIT testing for the DMAN tool application with developers.

Analyzed compliance monitoring and reporting requirements for Patching using existing tools and processes.

Functioned as liaison between stakeholders and Senior Leadership on project status, issues, and risks.

Analyzed and presented data for process improvement and design sessions, incorporating stakeholder input.

Participated in process design sessions to represent customer and stakeholder interests; documented and communicated process changes clearly.

Tracked project status, maintained timelines, managed risks/issues, and communicated project updates to leadership; performed additional project management duties as needed.

Wells Fargo, Charlotte, NC 10/2011 - 10/2012

Thru Collabera Inc., 25 Airport Rd, Morristown, NJ 07960

Project Manager & /Project Coordinator-International - Contractor

-This was working with the International Wholesale Canada and Dublin Projects. The Dublin project was a Regulatory Project that was set up to use the Wachovia EMEA passport to develop a banking presence outside of the United States (included rates, settlement, trades, deposits, and loans).

The Canada project involved establishing trades in Canada for Wells Fargo International group, enabling them to commence business operations in Canada. I worked on international governance risk and compliance processes, including policies, control standards, and risk management concepts.

Implemented and established business requirements gathering and translation into technical requirements.

Prepared key project documents, including Business Requirements Documentation (BRD), Statement of Work (SOW), Functional Specification Document (FSD), testing documents, and other necessary documentation to ensure project success through methodology phases and audit compliance.

Assisted with procedural guidance for engineering groups and developed Waterfall Methodology documents such as BRD, SOW, and other required documentation for the project.

Drove project activities through the Software Development Life Cycle (SDLC), effectively applying various methodologies and standards to ensure project quality and timely delivery within budget, managed risks/issues, and communicated project status to leadership.

Documented and communicated new or revised processes clearly and concisely while establishing performance measurement standards against process and compliance requirements aligned with audit standards.

Assisted in identifying, evaluating, and developing cost-effective systems and procedures that met project reporting requirements, provided research and analytical support, documented workflows, updated documents and reports, and communicated project information to the team and users.

Administered two Project SharePoint sites, maintaining and updating them for the projects.

Created and published weekly status reports, meeting minutes, presentations, diagrams, and charts as necessary for management.

Contributed to process design, modeling, and development with the developer’s team for the Viewpoint database project, assisting with technical documentation, impact analysis, detailed designs, and unit test plans.

Performed additional duties as required, including specific project management tasks assigned by leadership teams.

Bank of America, Charlotte, NC 03/2011 - 09/2011

Thru Collabera Inc., 25 Airport Rd, Morristown, NJ 07960

PM/PC & Sr. Business Financial Analyst - Contractor

- BAU projects in the Offers Management Group

Managed the oversight of over 75 projects for estimates, coordinating report preparation, and entering data into the company's Nexus and Clarity systems applications.

Developed and maintained monthly Excel resource allocation sheets to track staff time for various projects (hardware, software, router, and switches), producing budget tracking reports for management's weekly and monthly status meetings. Prepared Monthly Financial Forecast reports for Project Change Managers to facilitate their weekly project meetings.

Identified, evaluated, and developed cost-effective systems and procedures that met monitoring and reporting requirements. Collaborated with IT/DBA staff to conduct sizing cost efforts for ongoing projects within the group.

Facilitated financial forecasting and planning processes, participated in operational budget reviews, and ensured adherence to budgetary constraints with leadership. Generated weekly Resourcing reports for Project Managers to monitor team resource allocation hours effectively.

Established and implemented a new process for managing project resources using an Access Database, enabling the creation of multiple reports to meet management's reporting needs. Developed standards for measuring performance against process requirements.

Created and implemented an onboarding instruction manual for new staff to streamline their integration into the project.

Utilized SharePoint to create and update various libraries and lists, managing and tracking all project work. Developed web-based training materials to guide staff on new training initiatives.

Wells Fargo, Charlotte, NC 10/2009 - 03/2011

Thru Collabera Inc., 25 Airport Rd, Morristown, NJ 07960

PM/PC & Sr. Business Analyst – Contractor

- Cryptographic Project. On the Cryptographic Service Integration Group for Wells Fargo.

Analyzed and coordinated seven Cryptographic Service Integration projects involving 40 staff members.

Gathered and translated business requirements into technical requirements, including Business Requirements Documentation (BRD), Statement of Work (SOW), Functional Specification Document (FSD), testing documents, and other developer preparation materials for Production.

Managed project budget forecasts using Wells Fargo's Stamp and Plainview systems.

Facilitated financial forecasting and planning processes, participated in operational budget reviews with leaders, and ensured adequate staffing.

Escalated identified issues, followed up on assigned actions, provided research and analytical support, documented workflows, processes, and procedures, updated documents and reports, and communicated project information and updates to the project team and users.

Established performance standards aligned with Audit Compliance goals for the group.

Identified, evaluated, and developed systems and procedures; acted as the point of contact for Audit Risk compliance reports across six projects.

Utilized SharePoint to create and update libraries and lists for managing and tracking project work, and supported the SharePoint site for project sub-sites.

Assisted PMs in tracking tasks and completions using MS Project.

Coordinated and prepared quarterly accomplishment reports for management teams.

Performed additional duties as required, including specific project management tasks assigned by leadership.

Worked with tools for presentations, diagrams, and flowcharts, and developed/updated standard operating procedures and workflow diagrams for various teams.

Bank of America, Charlotte, NC 04/2008 - 10/2009

Thru Sapphire Technologies, 60 Harvard Mill Sq., Wakefield MA 01880

PM/PC & Business Analyst/Project Analyst – Contractor

- Countrywide and Merrill transition teams in the ADIM Transition Team

Coordinated monthly releases for the group with the Deployment Manager, including organizing weekly/monthly UAT meetings with onshore/offshore DB/TA staff to test deployments. Conducted all meetings, updated the deployment database, ensured SIT and UAT signoff, maintained standard control plans, established CABs, kept documentation current on the deployment site, and created monthly MS for deployment.

Collaborated with Developers to create User Story Requirements for testing and validations. Implemented and established business requirements gathering and translation into technical requirements, including Business Requirements Documentation (BRD), Statement of Work (SOW), Functional Specification Documents (FSD), testing documents, and other necessary documentation for developers entering Production.

Assisted with procedural documentation for the team and worked on Waterfall Methodology documents such as BRD and SOW.

Effectively applied methodologies and standards to drive project activities through the SDLC, ensuring quality and timely delivery within budget.

Managed SharePoint site access and content, including creating sub-sites when necessary.

Managed work request database items, assigning them to the ADIM team for disbursement among 30 Technical staff for monthly deployments.

Oversaw old project documentation, transferring it to the Discovery Site for future reference, and established performance measurement standards against process and compliance requirements.

Created and managed Excel resource allocation sheets to track staff time on projects for budget tracking forecasts reports for management, coordinated monthly forecasts for all 100 staff members, and ran clarity reports as needed.

Performed additional duties as required, including specific project management tasks assigned by leadership teams.

Facilitated financial forecasting and planning processes, participated in operational budget reviews with leaders, and ensured adequate staffing.

Wachovia Corporation, Charlotte, NC 04/2007 - 03/2008

Thru Sapphire Technologies, 60 Harvard Mill Sq., Wakefield MA 01880

PM/PC - Contractor

-This was a Basel Project. Coordinated and managed all on-boarding for 100 people in the RDS-Data Integration Project

Escalated issues, risks, decisions, and documented change requests for the group while creating weekly status reports for upcoming meetings.

Established standards for measuring performance against process and compliance requirements.

Collaborated closely with other Project Managers and PMO to ensure quality incoming data for effective communication among team members.

Assisted developers in analyzing compliance monitoring requirements, identifying existing tools and processes, and highlighting gaps in tools, systems, reporting, or related processes for establishing a Data Warehouse.

Provided support in finding, evaluating, designing processes, modeling, and development.

Served as the Business Access Coordinator for the group.

Coordinated and prepared agendas for weekly Management Meetings and took meeting minutes, oversaw all application access and EdVPN/Ednet accesses.

Developed an on-boarding process for vendors and contractors joining the project.

Participated in process design sessions to represent the best interests of customers and stakeholders.

Tracked project statuses, built and maintained timelines, managed risks/issues, communicated project status to appropriate leadership, and documented and communicated new or changes to existing processes clearly and concisely.

Supported financial and inventory tracking for ordered components and aided with vendor invoices. Communications included recurring status reports, metrics, plans, presentations, website content, and similar documents.

Organized dedicated events for project teams and created PowerPoint presentation materials as needed for meetings.

Managed Excel resource allocation sheets to track staff time for projects, forecast budget reports for management monthly status meetings, and performed other duties as required, including specific project management tasks assigned by leadership teams.

Wachovia Corporation, Charlotte, NC 03/2006 - 04/2007

Thru Sapphire Technologies, 60 Harvard Mill Sq., Wakefield MA 01880

PM/PC & Verification Sr. Business Analyst - Contractor

-This was a Risk Remediation Project. Conducted data analysis for quality analysis purposes to create standards documentation requirements.

Monitored Risk Security Compliance for various servers (Midrange, Unix, Tandem, Windows) and network devices.

Established performance standards for process and compliance.

Coordinated weekly Change Management agenda.

Collaborated with Project Managers and PMO to ensure quality data for changes.

Created presentations for new application rollouts.

Developed cost-effective systems and procedures to meet project reporting needs.

Gathered and translated business requirements to technical documentation (BRD, SOW, FSD, etc.) ensuring compliance with audit standards.

Assisted in financial and inventory tracking for component ordering.

Provided data retrieval support and miscellaneous reporting.

Maintained database updates.

Acted as Business Access Coordinator for the group.

Point of contact for DMS project documents.

Managed communications for program/project stakeholders, including regulators and auditors.

Wachovia, Charlotte, NC- 04/2005 - 03/2006

Thru Sapphire Technologies, 60 Harvard Mill Sq., Wakefield MA 01880

Project Coordinator - Contractor

-This was a Risk Remediation Project.

Manages data for seven project managers, one program manager, and about 100 staff members.

I met deadlines, achieved goals, and managed staff setup under pressure in a dynamic environment.

Organize cubicle layout for over 100 team members. Serve as Business Access Coordinator (BAC) for all members, including granting access to shared sites.

Managed staffing plans, project budgets, metrics reports, meeting minutes, action items, and risk tracking reports for the teams I supported

Managed Excel sheets to track staff time for budget forecasts and monthly status reports.

Created comprehensive orientation manuals and presentations for new hires and implemented these materials across teams.

Managed Adnet/EdVPN access for contractors and oversaw office duties.

Created organizational charts for senior management and ensured TPM deliverables met.

Performed project management tasks as needed.

Maintained processes and SOPs database for Program Managers, ensuring customer-specific SOPs completeness.

Administered training and skills development for new hires.

Developed consistent communications and talking points for the team.

Coordinated events such as town halls and JAD sessions.

Prepared agendas and weekly staffing reports for managers.

EDS Charlotte, NC 09/1998 - 06/2002

(EDS 5400 Legacy Dr., Plano TX, 75024)

Business Analyst

Functioned as liaison between client corporate applications and software services teams for code drops, patches, server issues, and router/switch access setup.

Consulted on Change and Project Management for NASD's 30+ projects, using PowerPoint for application rollouts.

Managed, identified, scheduled, implemented, and researched process improvements for clients.

Translated business requirements into technical specs for developers upgrading servers.

Processed required documents for project deployment and ensured validation for quarterly and monthly releases.

Defined systems scope and goals, managed new processes and maintained documentation for audits.

Converted business/user needs into technical requirements, ensuring timely implementation.

Improved business processes through coordination of proposals, feasibility studies, and implementation.

Facilitated communication between multi-level teams, mediating between business, developers, and vendors during system failures.

Provided backup for other analyst projects as needed.

EDUCATION/Certifications/Community Services

Certification

Business Continuity 2023

Strength Finders Coach 2024

Tableau Beginners Training -2016

University of Arkansas at Little Rock, ARK (No Degree)- Studied Business /Administration Management

Pulaski Vocational Technical College, ARK (No Degree)- Studied Business /Administration Management

Piedmont Community College, Charlotte, NC (No Degree)- Studied Criminal and Paralegal

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