
Brian McKenzie
SENIOR AREA MANAGER

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About me
Division Manager HCD Buyout
Education

University of Houston-Clear Lake
2003 - 2006Master of Business Administration Finance MajorActivities and Societies: Financial Management Association National Honor Society

University of Houston, C.T. Bauer College of Business
1992 - 1994BBA Finance / MarketingActivities and Societies: Delta Sigma Phi Fraternity, Golden Key National Honor Society
Experience

Nationstar Mortgage
Jan 2000 - Jan 2005SENIOR AREA MANAGER
Wells Fargo Home Mortgage
Jul 2005 - Apr 2006RETAIL SALES SUPERVISOR
NovaStar Mortgage
May 2006 - Sept 2007SITE DIRECTOR
Morgan Stanley
Jan 2008 - Jul 2008RESEARCH ASSOCIATE• Prepared/presented Hedge Fund portfolio information for energy stocks to current/prospective clients.• Attended covered companies’ earnings calls and relayed information to all clients.• Mined earnings reports and various financial resources to collect information for clients published monthly.

Republic Services Inc
Jan 2008 - Oct 2009PROFITABILITY ANALYST (National Accounts)• Created and maintained National Accounts Pricing Tool combining data from over 200 local districts.• Compiled and approved pricing for all National Accounts contracts with >$1MM annual spending.• Worked with local management teams to ensure profitability levels were acceptable.• Prepared final contracts and performed “true-ups” after 90 days from implementation to validate profitability.

Ricoh Business Solutions
Nov 2009 - Sept 2012Area Process Program Manager• Designed, sold and implemented streamlines print environment saving clients several hundred thousand dollars through process improvement and inventory reduction.• On-boarded multiple Nationwide clients to Ricoh’s Managed Print Services Program through assessment of client’s current print environment in terms or processes, inventory and expenses.• Trained new and existing employees on monitoring software and process improvement.• Facilitated Change Management to minimize workflow disruption & sales opportunities for new hardware/software.• Served as Account Manager to manage billing and resolve all client relations issues in a timely manner. Show less

Chevron
Sept 2012 - Sept 2016Project Manager / Senior IT Business Analyst / Consultant• Became the trusted advisor of 17 global Business Units and Chevron’s central ITC group to determine and streamline an effective process for application recording.• Improved overall Application Data Quality from 20% to 85% by helping to improve the Application Portfolio Catalog to encompass 78 data points for each of Upstream’s 8,000 applications.• Led project to upgrade Upstream’s 35,000 workstations from Windows Vista to Windows 7 and to Windows 10.• Built standardized functional application testing in each OS, eliminating redundancy for multiple business units.• Created first cross-business unit application inventory by scanning all machines and compiling information into an Access database used for report generation.• Introduced a new application on-boarding process that automatically inventoried applications and alerted team leads and compliance teams when new software was introduced into the Chevron environment.• Prepared and presented IT Reliability reports to Management via custom built reports & PowerPoint presentations. Show less

Vertex 3D Engineering and Distribution llc
Aug 2016 - Oct 2018Co-Owner• Project Manager responsible for up to 20 engineering projects of varying degrees of complexity.• Procurement Manager for materials required to construct instrumentation panels & skids of varying purposes/sizes.• Assisted with Business Development as well as headed Inside Sales for existing clients for efficiency.• Responsible for all Accounts Payable, Accounts Receivable and inventory record-keeping.

Sagacity Allstream Fabrication Engineering Inc
Oct 2018 - nowCo-Owner
City of Houston
Sept 2020 - nowDivision Manager
Apr 2023 - nowStaff Analyst
Sept 2020 - Apr 2023
Licenses & Certifications
- View certificate

Microsoft 365: Design and Implement Services
LinkedInSept 2022 
Scrum Master Certificate of Proficiency
SCRUMstudy - Accreditation Body for Scrum and AgileDec 2022
Scrum Fundamentals Certified (SFC)
SCRUMstudy - Accreditation Body for Scrum and AgileDec 2022
Volunteer Experience
National Ambassador
Issued by Team413 on Jul 2015
Associated with Brian McKenzie
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