
Peter Howell
Plan Compliance and Risk Oversight - Intern

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About me
Program Management Director - PMP - FINRA Series 7 - GS - Full Registration/General Securities Representative
Education

University of Colorado Denver
2015 - 2017Bachelor of Science - BS Finance and Financial Management Services 3.88 GPA - Summa Cum LaudeActivities and Societies: Finance Tutor Portfolio Management Club ★ Graduated with highest honors in double emphasis program for Finance and Risk Management
Experience

TIAA Bank
Jun 2016 - Aug 2016Plan Compliance and Risk Oversight - InternClient Services and Technology★ Reviewed implementations and drafted legal documents for clients★ Collaborated with TIAA legal counsel on client negotiations

TIAA
Jun 2017 - Aug 2020Institutional Retirement Plan Services - Manage and implement over 20 client projects simultaneouslySelected Achievement:★ Trained 12 new hires with target 2020 Goal: 500+ cases and over $1 billion in Assets Under ManagementKey Functions:★ Collaborate cross-functionally with marketing, sales, and IT to identify project requirements and resource needs★ Clarify then align client goals to tailored solutions in partnership with internal and external stakeholders★ Maintain accountability of project/implementation success and ensure deliverables are met on time★ Act as single point of contact for project stakeholders and business partners through open lines of communication★ Acts as liaison between team members, company department, and outside consultants★ Assess project outcomes and results and documents for audit purposes★ Maintains system for tracking and reporting project progress★ Leads the project’s completion from a data perspective Show less Led the data stewardship council meetings and created agendas for and presented to internal stakeholders across the enterprise★ Worked with a team of data analysts to determine best practices and develop actionable insights and recommendations for business projects and issues★ Developed data reports for stakeholders at all levels of the organization★ Monitored data trends through Key Risk Indicators and data visualization tools and recommended solutions for IT directors and project managers Show less
Transition Data Lead
Jul 2019 - Aug 2020Associate Development Program - Business Analyst
Apr 2018 - Jul 2019Associate Development Program - Data Analyst
Jun 2017 - Apr 2018

Empower
Jul 2020 - nowIT Transformation Director
Aug 2024 - nowSenior Project Manager
Jul 2020 - Aug 2024
Licenses & Certifications
- View certificate

Series 7 - General Securities Representative
FINRAMay 2018 - View certificate

Project Management Professional (PMP)®
Project Management InstituteJun 2021 
Colorado State Life and Health Insurance
Colorado Department of Regulatory AgenciesMay 2018- View certificate

Series 63 - Uniform Securities Agent State Law Examination
FINRAJun 2018
Honors & Awards
- Awarded to Peter HowellProject Management Professional (PMP) Project Management Institute Jun 2021 Peter Howell earned his PMP certification through the Project Management Institute (PMI)
- Awarded to Peter HowellSumma Cum Laude Graduate University of Colorado Denver Graduated with highest honors with a GPA of 3.88 in my double emphasis program in Finance and Risk Management.
- Awarded to Peter HowellTECHNICAL SKILLS - Tableau ★ Advanced Microsoft Excel skills ★ Visio - Flow Charts ★ Microsoft Office ★ SQL basic queries; Actively completing SQL Certification through Udemy.com – SQL Bootcamp -
Volunteer Experience
Women's Basketball Practice Coach
Issued by Colorado State University on Jan 2014
Associated with Peter Howell
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