Domenique Johnson

Domenique Johnson

Portfolio Adminsitrator

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location of Domenique JohnsonSan Francisco Bay Area

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  • Timeline

  • About me

    Program Manager | Design Operations | Technology | Security | Financial Services

  • Education

    • University of California, Berkeley

      -
      Cognitive Science
  • Experience

    • Seneca Capital Management

      Dec 1999 - Dec 2001
      Portfolio Adminsitrator

      Research and reconcile equity and fixed income portfolios, as well as daily mutual fund accounts.Partner with custodians to resolve discrepancies.Execute trades, interest and principal payments.Provide periodic reporting to firm clients and custodians for 100+ portfolios.

    • ADP

      Oct 2002 - Nov 2003
      Executive Assistant to Managing Director

      Collect and summarize departmental data on processes and productivity for departmental subgroups.Create client educational materials to firm clients.Research and resolve client Federal Tax notices.Provide executive level organizational support to Director of Tax Operations including management of travel and expense reporting in Concur.

    • Westin Hotels & Resorts

      Feb 2010 - Apr 2011
      Certified Property Service Culture Trainer | Executive Assistant

      Strategic brand partner and facilitator responsible for brand training of all 300 associates, brand updates and compliance, and host of on-going “living the brand” activities.Create various branded marketing materials and website content.Create a memorable experience for VIP guests as liaison for all needs before, during and after stay, anticipating unforeseen needs to exceed expectations.Provide weekly sales report to General Manager and Director of Sales and MarketingManage General Manager's calendar, travel itineraries and all Executive Council expense reports Show less

    • Pharmaceutical Product Development, Inc.

      Jan 2012 - Jan 2013
      Executive Assistant

      Successfully manage project coordination for global executives and international teams located in Europe, Asia, South America and the USA in a virtual environment.Conduct research and analysis of departmental processes and future potential standards.Optimize complex database of interdepartmental documents, processes and protocols for Process, Analytics and Learning Services Group.Manage domestic and international travel logistics and calendar for Executive Director and international team of reporting managers and subsequent expense reporting in Concur. Show less

    • Charles Schwab

      Dec 2015 - Nov 2019

      As a member of the newly formed Investor Services Program Office (ISPO), my responsibilities centered around driving the purpose and vision of ISPO throughout the Charles Schwab organization. This involved managing critical components of the ISPO, interfacing across all levels of the organization for greater transparency into all initiatives, ensuring initiatives align with strategic objectives and tracking the use of resources with our business partners. Key areas of responsibilities included:-Manage the initial intake assessment of organization initiatives and presentation of all initiatives to our business partners. Evaluate for prioritization, optimal deployment timeline, potential cross-departmental impacts and resource support- Serve as point person for all initiative change requests impacting retail clients and personnel- Maintain and optimize comprehensive detailed initiative calendars and dashboards to create oversight to executive leadership.- Own Workfront Program Office project platforms, reporting, health checks and education on resource utilization.- Actively work with a wide range of stakeholders in the organization, support units, technology and external organizations to provide insight on cross-departmental impacts and context against business plans and current priorities in a complex, dynamic environment.- Own governance of bi-weekly Executive Leadership Investor Services Steering Committee (SteerCo) and monthly Branch Strategy Councils- Manage bi-weekly Branch Network field digest including sourcing content to maintain a robust content pipeline and serving as Editor-in-Chief with distribution to 1600+ national branch partners maintaining a >60% click through rate.- Assumed responsibilities of 2 ISPO senior managers within 6 months of tenure on team. Show less Provide project management support to help meet enterprise objectives by ensuring timely delivery of project objectives, working with stakeholders and sponsors to ensure the appropriate level of involvement and keeping all stakeholders well informed of milestones, key deliverables and managing open risks. Some examples include planning and successful execution of bi-phase move to new Austin campus of more than 350 Investor Services employees without business interruption and opening of new Schwab site in Dallas/Fort Worth.Promote an environment of high employee engagement and work with leadership to identify opportunities as needed. Create meaningful experiences that support engagement, recognition and build Schwab Austin culture from small scale (120+ employees) to large scale multiple site events (2700+ employees).With established knowledge of the org’s business operations, metrics, initiatives and deliverables, able to speak to particular pain points and motivators of Financial Service Professionals and advocate their perspective. Develop new concept for Austin Client Service and Support Newsletter and design a new brand focused layout. Manage continually evolving quarterly newsletters including leading team collaboration, sourcing new content, drafting and editing for final publication, publishing, posting and promoting. Regarded as integral strategic partner among both peer network and external enterprise business partners.Recognized with multiple awards as a top performer and key contributor in the organization.Effectively provide Executive support to Vice Presidents and their leadership teams at two locations including executive level reporting, meeting planning, budget tracking, calendar management.Orchestrated extensive and often complex Concur travel planning and expenses for multiple executives, senior managers, retail vice presidents and large groups of conference and event attendees across multiple national locations. Show less

      • Program Manager in Investor Services Program Office

        Aug 2018 - Nov 2019
      • Executive Assistant to Vice President

        Dec 2015 - Aug 2018
  • Licenses & Certifications

    • Cisco Design Thinking Facilitator

      Cisco
      Apr 2021
      View certificate certificate
    • Six Sigma Green Belt

      Starwood Hotels & Resorts Worldwide, Inc.
      Dec 2010
    • Starwood Certified Property Service Culture Trainer

      Starwood Hotels & Resorts Worldwide, Inc.
      Jan 2011
    • The Storytelling Leader

      The Storytelling Leader
      Apr 2023
      View certificate certificate
    • Airtable Builder Certification

      Airtable
      Jul 2024
      View certificate certificate
    • UX Certificate, Management Specialty

      Nielsen Norman Group
      May 2022
      View certificate certificate
    • Cisco Design Thinking Practitioner

      Cisco
      Apr 2021
      View certificate certificate
  • Honors & Awards

    • Awarded to Domenique Johnson
      National Honor Society Member -