Danielle Martinez, PMP

Danielle Martinez, PMP

Orientation Leader

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location of Danielle Martinez, PMPBaldwin Park, California, United States

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  • Timeline

  • About me

    Manager of OHIA Product Management Team

  • Education

    • California State Polytechnic University-Pomona

      2006 - 2011
      Bachelor of Science Business Administration; Finance, Real Estate & Law and Management & Human Resources

      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… 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 2008
      Orientation Leader

      Facilitated 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 2011
      Shift Supervisor

      Anticipated 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 2012

      Help 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 2012
      • Intern

        Mar 2011 - Jul 2011
    • Financial Advising Firm

      Oct 2011 - Mar 2012
      Financial Consultant

      Implemented 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 2012
      Financial 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 - now

      Refine, 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 - now
      • Senior Product Manager

        Apr 2019 - Jan 2022
      • IT Project Manager

        Dec 2013 - Apr 2019
      • Project Coordinator

        Dec 2012 - Dec 2013
      • Recruitment Specialist

        Sept 2012 - Dec 2012
  • Licenses & Certifications

    • FINRA Series 7 & 66 Licenses

      Aug 2011
    • Tableau Desktop Specialist

      Tableau Software
      Nov 2019
      View certificate certificate
    • Product Management First Steps

      LinkedIn
      Dec 2021
      View certificate certificate
    • Product Management: Customer Development

      LinkedIn
      Dec 2021
      View certificate certificate
    • Cogito Project Manager Certification

      Epic
      Sept 2015
    • Project Management Professional

      Project Management Institute
      Jun 2016
      View certificate certificate
    • Radar Certification

      Epic
      Sept 2015
    • Reporting Workbench Certification

      Epic
      Sept 2015
    • Management Development Certificate

      University of California, Los Angeles
      Dec 2019
      View certificate certificate
    • CBDA Training Certificate

      Adaptive US Inc.
      Sept 2022
      View certificate certificate
  • Volunteer Experience

    • Chapter Advisory Board - Membership

      Issued by Kappa Delta Sorority on Oct 2015
      Kappa Delta SororityAssociated with Danielle Martinez, PMP