
Thelma C.
Communication Manager

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About me
Business Operations Expert | Founder of Pathana | Specialized in Agile, APIs, and Automation
Education

University of California, San Diego
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Experience

Ron Beville Pharmacy
Jan 2008 - Jan 2010Communication Manager1. Improved pharmacy management, resulting in better organization and compliance with HIPPA and and internal SOPs.2. Successfully managed and accounted for products, including coordinating importation procedures and ensuring compliance with Pharmacy and HIPPA Practices. 3. Created and implemented effective SOPs and policies to improve the management and organization of pharmacists, technicians, and insurance billing procedures resulting in more efficient and effective operations and prescription delivery. Show less

PSemi, A Murata Company
Jan 2010 - Jan 2012Program Management1. Successfully managed a collection of integrated circuit (IC) projects through all stages of planning, execution, and tracking, resulting in successful delivery of projects.2. Developed and maintained a comprehensive project tracking system that effectively captured all relevant details, including WBS, schedule, milestones, resources, costs, and deliverables.3. Demonstrated strong project leadership skills and actively participated in guiding cross-functional project teams and key stakeholders from concept to delivery, while also anticipating and identifying risks, driving resolution of internal issues, and facilitating negotiation and conflict resolution as needed Show less

Qualcomm
Jan 2012 - Jan 2017Program Management1. Contributed to and effectively maintained project planning systems, including schedules and work breakdown structures, to support Program Managers and Engineering Leads.2. Coordinated with cross-functional teams to identify needs, communicate progress to stakeholders, ensure compliance with processes and guidelines, and make recommendations, resulting in smooth execution of projects.3. Analyzed data in and program metrics using appropriate tools and techniques, and effectively communicated findings through reports and presentations, contributing to informed decision-making and improved project outcomes Show less

Cetera Financial Group
Jan 2017 - Jan 2020Manager, Sales Operation Technology1. Improved team performance and individual sales through accurate, real-time visibility of team performance, comparison of individual performance, and better forecasting.2. Successfully developed and communicated understandable goals and compensation plans, resulting in increased motivation and productivity among sales reps.3. Effectively managed and maintained the CRM and other sales tools, contributing to the overall efficiency and effectiveness of the sales operation

Upwork
Jan 2020 - nowWorkflow Optimization & Automation: Expertise in streamlining business processes and implementing automation tools such as Monday.com, Quickbooks, Dropbox, and custom API integrations to enhance team efficiency and collaboration.Agile Project Management: Skilled in leading cross-functional teams using Agile methodologies to deliver projects on time, within budget, and aligned with business objectives.Technical Strategy Development: Strong ability to align technology solutions with organizational goals, ensuring scalability, efficiency, and long-term business growth. Show less
Head of Tech Operations
Aug 2024 - nowExpert-Vetted on Upwork (Top 1%)
Dec 2023 - nowFractal PMO & API Strategist
Dec 2022 - nowBusiness Strategist & API Consultant
Jun 2022 - Nov 2022Business Development Specialist
Jan 2020 - Jun 2022

Pathana
Feb 2022 - nowFounder and CEOThelma is the visionary leader behind Pathana, a company dedicated to helping businesses optimize their workflows and automate their processes. With extensive experience in Program Management, Systems Architecture, and Tech Operations, Thelma is passionate about using technology to streamline business operations and drive growth. Their expertise also includes integrating tech stack applications for clients, enhancing communication and aiding in the organization of databases. Under Thelma's guidance, Pathana has become a trusted partner for companies looking to improve their efficiency and increase their bottom line. Thelma is committed to delivering exceptional results and exceeding clients' expectations, making them a sought-after expert in the field.Current/Previous Clients include: Nasdaq, Capzone Investments, Pazio Institute, Greenland Financial, Radio Vermont, The Process Fixer and more. Show less
Licenses & Certifications

Certified Pharmacy Technician (CPhT)
California Pharmacy BoardJan 2008
Google Data Analytics Professional Certificate
CourseraJan 2022
Monday.com API certification
Monday.comSept 2023
Project Management Professional (PMP)
UC San DiegoJan 2011
Google Project Management Certificate
CourseraMar 2022
Google IT Automation with Python Professional Certificate
CourseraJan 2023
Google Cloud Digital Leader Training Professional Certificate
CourseraJan 2022
Monday.com Core Certification
Monday.comFeb 2022
Monday.com Sales CRM certification
Monday.comJan 2022
Series 6
FINRAJan 2017
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