
Danielle Martinez, PMP
Orientation Leader

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About me
Manager of OHIA Product Management Team
Education

California State Polytechnic University-Pomona
2006 - 2011Bachelor of Science Business Administration; Finance, Real Estate & Law and Management & Human ResourcesKappa Delta Sorority Vice President Membership: Maintain membership totals by actively recruiting year long. Facilitated workshops on how to recruit members. Organized recruitment events and collaborated with the executive board to ensure the organization was meeting its goals.Vice President Member Education:Educated members on new initiatives presented by national Kappa Delta. Supervised a committee of 8 who were responsible for facilitating workshops to new… Show more Kappa Delta Sorority Vice President Membership: Maintain membership totals by actively recruiting year long. Facilitated workshops on how to recruit members. Organized recruitment events and collaborated with the executive board to ensure the organization was meeting its goals.Vice President Member Education:Educated members on new initiatives presented by national Kappa Delta. Supervised a committee of 8 who were responsible for facilitating workshops to new members.Greek Week Day Head:Planned Food Fair and Can Structure Day.Managed a team of 5 to ensure that the each day ran smoothly.Social Chair:Planned and organized events with other Greek organizations.Dealt with risk management issues pertaining to social events.Formal/Semi Formal Chair:Planned and organized a Semi Formal.Created a budget and stayed under budget from planning to completion. Show less
Experience

California State Polytechnic University
Mar 2007 - Dec 2008Orientation LeaderFacilitated workshops to incoming freshman detailing the opportunities available to them on campus.Served as a guide, mentor, and role model to new students, parents, and fellow leaders.Assisted new students with the transition to campus life and encourage involvement in the campus community.Helped with the recruiting and interview process by facilitating group interviews with candidates and advertising on campus.

Starbucks
Jan 2008 - May 2011Shift SupervisorAnticipated customer and store needs by constantly evaluating environment and customers for cues.Assisted with new partner training by positively reinforcing successful performance and giving respectful and encouraging coaching as needed. Provides feedback to store manager on partner performance during shift.Created a positive learning environment by providing clear, specific, timely and respectful coaching and feedback to partners on shift to ensure operational excellence and to improve partner performance.Developed positive relationships with shift team by understanding and addressing individual motivation, need and concerns.Recognized and reinforced individual/team accomplishments by using existing organizational tools and by collaborating with store manager to find new, creative, and effective methods of recognition. Show less

Waddell & Reed
Mar 2011 - Mar 2012Help to implement a company-wide initiative to obtain suitability for recommendations by ensuring forms are properly completed.Process new business paperwork and transactions turned in by advisors and ensure they are properly executed.Perform administrative duties. Helped with the hiring process by review candidate resumes, screening candidates by phone and recruiting at college career fairs. Developed the internship program by creating an internship manual to help train new interns. Contributed to weekly recruiting meetings by discussing potential ways to increase recruiting statistics. Interviewed, trained and coached interns.
SunGuard Temp
Jul 2011 - Mar 2012Intern
Mar 2011 - Jul 2011

Financial Advising Firm
Oct 2011 - Mar 2012Financial ConsultantImplemented a client relationship management system and maintain the system to ensure proper tracking of clients and prospects.Spearhead marketing campaigns to increase client base and current client awareness.Strategic Consulting, including business plan & sales strategy development.

Zecco Trading
Mar 2012 - Aug 2012Financial Services Representative-Assisted customers with inquiries regarding Trading, New Accounts, Technical Issues, Web site navigation, Operations, Banking, and other issues-Worked in a fast paced, multi-tasked, high pressure, securities market environment

UCLA Health
Sept 2012 - nowRefine, manage and track various project documentation through SharePoint.Assist with logistics and planning of Go Live Readiness Assessment meetings and the Command Center which are important to the success of the implementation of Epic.Attend project meetings to take minutes, organize follow-ups and track them through to completion.Responsible for documenting processes and procedures performed by the Program Ops team.Manipulate data received from IT teams and create complex charts that are presented to the Executive Board.Created Capital Expenditure Requests and Operating Expenditure Requests for multiple teams. Show less
Manager of OHIA Product Management Team
Jan 2022 - nowSenior Product Manager
Apr 2019 - Jan 2022IT Project Manager
Dec 2013 - Apr 2019Project Coordinator
Dec 2012 - Dec 2013Recruitment Specialist
Sept 2012 - Dec 2012
Licenses & Certifications

FINRA Series 7 & 66 Licenses
Aug 2011- View certificate

Tableau Desktop Specialist
Tableau SoftwareNov 2019 - View certificate

Product Management First Steps
LinkedInDec 2021 - View certificate

Product Management: Customer Development
LinkedInDec 2021 
Cogito Project Manager Certification
EpicSept 2015- View certificate

Project Management Professional
Project Management InstituteJun 2016 
Radar Certification
EpicSept 2015
Reporting Workbench Certification
EpicSept 2015- View certificate

Management Development Certificate
University of California, Los AngelesDec 2019 - View certificate

CBDA Training Certificate
Adaptive US Inc.Sept 2022
Volunteer Experience
Chapter Advisory Board - Membership
Issued by Kappa Delta Sorority on Oct 2015
Associated with Danielle Martinez, PMP
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