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Faith DuBose Harman
7510 Seton House Lane  Charlotte, NC 28277  C: (904) 629-1360
faithharman@yahoo.com  https://www.linkedin.com/in/faithharman
SUMMARY OF QUALIFICATIONS
 Multifaceted marketing and IT professional: proven track record managing and completing projects
within deadline, budget, and quality standards
 In-DepthInvestmentsand TrustProductKnowledge
 ProductDevelopment,Implementation,andManagement
 ProjectandCross-Functional TeamManagement
 Change Management:Onboarding,mergers, conversions,operationalenhancements
PROFESSIONAL EXPERIENCE
COMPASS CONSULTING GROUP, Jacksonville,Florida
Divisionof OneDigital Insurance
January 2011 - Present
Vice President, Director of IT and ProductManagement April 2013 – Present
ProductDevelopmentManager January2011 – April 2013
Compass Consulting Group is one of the nation’s leading providers of employee benefits consulting to
Professional Employer Organizations. Responsible for the firm’s Marketing and IT Divisions, managing
approximately $600,000 budget for both functions.
IT Management:
 Business Intelligence (BI) Project: Executive sponsor responsible for implementation of firm-wide
business intelligence initiative. Responsible for strategy, project requirements, vendor search and
selection, cost analysis, contract negotiation, and overall project implementation.
 IT Policies and Procedures Implementation: Built a process and role-driven scalable technology
organization. Developandimplement proceduresforITprojectselectionandprioritization, business case
and profitability analysis, vendor due diligence and RFPs, project management, user acceptance testing
(UAT), and client support. Develop and manage cross-functional teams for implementations.
 SaaS Tools Development and Third Party Management: Develop requirements, design, and content for
online clientapplicationsincluding parity and demographic risk analysis tool and online ACA compliance
tool.
 Regulatory Compliance Procedures Development and Implementation: Develop and implement
procedures for data security policies including adherence to HIPAA and HITECH data security
requirements. ImplementedexecutiveIToversightcommittee toprovide strategic recommendations and
project updates at quarterly meeting with C-level executives.
Product Management:
 Product and Strategy Development: Develop marketing strategy for all new products. Research and
benchmark marketplace to ensure product offerings are competitive.
 Advertising and Promotion: Responsible for brand management, promotion of all products, conducting
system presentation demos, development of telemarketing strategy, vendor selections, contract
negotiations, and program implementations. Develop all advertising content and marketing collateral.
Responsible for all company sponsored events and trade shows.
 Website Content and Management: Responsible for website content and management of social media.
Currently updating website and enhancing SEO and statistical tracking capabilities.
AVVENTA WORLDWIDE,Jacksonville,Florida April 2010 – January 2011
Consultant/Contractor- CitiGroup Web Campaign Manager
Managed credit card and retail bank campaign banners and content deployment on Citibank.com,
Citicards.com, Studentloan.com, and Citimortgage.com.
 Campaign Deployment and Quality Assurance: Developed and maintained Internet banner deployment
Faith DuBose Harman
7510 Seton House Lane  Charlotte, NC 28277  C: (904) 629-1360
faithharman@yahoo.com  https://www.linkedin.com/in/faithharman
schedules, created banner placement media plans, and conducted pre- and post-live quality assurance
testing. Deployed 128 re-pricings and new content initiatives from April to November 2010.
 New Product On-boarding: Developed project plans and schedules for on-boarding new card products.
Ensured deliverables are provided on schedule in order to meet launch date.
 Performance Analysis: Reviewed and analyzed campaign performance data to ensure campaign
effectiveness. Adjusted banner deployment placement as needed to increase customer acquisition.
 Audit Documentation Maintenance: Documented online pricing and offer changes. Obtained business
unitapproval andmaintain recordsforaudit purposes.Performedongoingsite auditstoensure regulatory
compliance and site functionality. Completed quarterly OCC audit documentation.
 BusinessLiaison:Servedas liaisonbetweenmarketingbusinessunitsandtechnologyteamsforcreditcard
re-pricing and offer changes. Led cross-functional teams to ensure initiatives were implemented
accurately and on schedule.
COMPASS CONSULTING, Jacksonville,Florida June 2008 – November2008
Contractor
Projectmanagerforwebsite redesign anddevelopment of new marketing materials to implement change in
firm name and image. Assisted with other projects as needed.
 Website and Marketing Materials Redesign: Determined new website content and organization,
developed business specifications and project plan. Produced new brochures and selected materials,
colors, and final design look and feel. Sales process and corporate image significantly improved.
 Name Change Project:Developed and managed project plan for corporate name change and ensured all
tasks were completed within established deadlines.
(Note: From 2002 to 2011 left the workforce to start a family.)
PRUDENTIAL BANK (Prudential Insurance Subsidiary), Atlanta,GA May 2000 – November2002
Vice President, NationalPersonalTrustProduct Manager
Responsible for management of Personal Trust Product nationwide. Managed new vendor selection and
implementation of third party administration, developed and implemented new marketing and sales
strategies, implemented new pricing, and developed new marketing materials and website content.
 Conversion Project: Marketing coordinator for operations conversion project from Boston Safe to SEI
encompassing $350 million in assets and 450 accounts. Participated in vendor selection, account
transition, and client communications. Significantly improved operations and client servicing.
 Website Development: Supervised development and maintenance of Trust Internet content.
 Strategy Development: Participated in strategy development including 2001 and 2002 personal trust
strategy, bank communications strategy, and intergenerational wealth transfer strategy. Member of
Personal Trust and Investment Policy Committees.
 Outsourcing: Researched and recommended Trust Division outsourcing to Senior Management in 2002.
Outsourcing to Wachovia was implemented in 2003 based on research and findings resulting in lower
costs and improved client servicing.
 Product Management: Developed and implemented new pricing schedule and operational procedures,
completedriskassessments,ensuredproductandprocedure compliance, andassisted with privacy policy
development and business resumption plans.
SUNTRUST BANKS, Atlanta,Georgia
November1997 – May 2000
Vice President, ProductDevelopmentManagerInvestmentsand InternetMarketing 1998–2000
AssistantVicePresident, ProductDevelopmentSpecialist1997–1998
Faith DuBose Harman
7510 Seton House Lane  Charlotte, NC 28277  C: (904) 629-1360
faithharman@yahoo.com  https://www.linkedin.com/in/faithharman
Ledmarketingproductmanagementteamsthat launched online investments and online banking, completed
productconsolidationsformergers,androlled out new investment products. Managed staff of five analysts.
 Investments Conversion: Marketing coordinator for investments subsidiary clearing firm conversion
(120,000 accounts, approximately $6 billion in assets) from State Street to National Financial Service
Corporation (Fidelity subsidiary) including conducting product mapping, product gap analysis and
resolution, and overseeing all customer and internal communications. Conversion provided access to
expanded product line and enabled increased sales.
 New Product Development: Managed new products implementations, cross-functional development
teams, and project plans. Developed and/or supported Pledged Asset Mortgage, Active Investor Cash
ManagementAccount,PreferredPortfolioAssetAllocationAccountandRoth IRA products. New products
enabled increased sales.
 Website Marketing Manager: Served as interim manager responsible for Suntrust.com overall content.
Department developed business requirements and coordinated site content edit in merger of SunTrust
and Crestarwebsites. Departmentwasliaisonbetweenlinesof business and technology staff for product
development.
 Online Investments Implementation: Led project to add online investments functionality including
business case analysis with target market and product positioning. Developed business requirements,
customer service support, customer communications and marketing materials, and product rollout
strategy. Monitored post-rollout results and made adjustments as required.
 Online Banking Applications:Staff assistedwithprojectsthattransformedwebsite frombrochure-wareto
transaction-based site including addition of online banking, online mortgage, online applications and
calculators.
BARNETT BANKS,Jacksonville,Florida June 1997 - December1997
SeniorBusinessAnalyst
 Responsible for program specifications development and testing for asset management technology
initiatives. Projects included trailing commission processing automation and bank/brokerage package
product.
MERRILL LYNCH, Jacksonville,Florida June 1996 – June 1997
Trailing CommissionsCompensation Manager
 Responsible for trailing commissions compensation of $240 million annually to 14,000 financial
consultantsworldwide. Developed system specifications and operational procedures for new products.
Implemented new procedures and controls. Managed 17 analysts and 3 supervisors.
EDUCATION, LICENSES, AND COMPUTER SKILLS
Masters Degree BusinessAdministration, Universityof NorthFlorida,1995
Bachelor of BusinessAdministrationinFinance,Universityof NorthFlorida,1988
ContinuingEducation 2015: Human-CenteredDesign(UX) onlinecourse –Universityof California,SanDiego
Licenses:Formerlyheld NASD(nowFINRA) Series7,63, and 27 licenses (all expired)
ComputerSkills:PoweruserinMicrosoft Excel,PowerPoint,Word,VisioandProject

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faith dubose harman 11-9-16

  • 1. Faith DuBose Harman 7510 Seton House Lane  Charlotte, NC 28277  C: (904) 629-1360 faithharman@yahoo.com  https://www.linkedin.com/in/faithharman SUMMARY OF QUALIFICATIONS  Multifaceted marketing and IT professional: proven track record managing and completing projects within deadline, budget, and quality standards  In-DepthInvestmentsand TrustProductKnowledge  ProductDevelopment,Implementation,andManagement  ProjectandCross-Functional TeamManagement  Change Management:Onboarding,mergers, conversions,operationalenhancements PROFESSIONAL EXPERIENCE COMPASS CONSULTING GROUP, Jacksonville,Florida Divisionof OneDigital Insurance January 2011 - Present Vice President, Director of IT and ProductManagement April 2013 – Present ProductDevelopmentManager January2011 – April 2013 Compass Consulting Group is one of the nation’s leading providers of employee benefits consulting to Professional Employer Organizations. Responsible for the firm’s Marketing and IT Divisions, managing approximately $600,000 budget for both functions. IT Management:  Business Intelligence (BI) Project: Executive sponsor responsible for implementation of firm-wide business intelligence initiative. Responsible for strategy, project requirements, vendor search and selection, cost analysis, contract negotiation, and overall project implementation.  IT Policies and Procedures Implementation: Built a process and role-driven scalable technology organization. Developandimplement proceduresforITprojectselectionandprioritization, business case and profitability analysis, vendor due diligence and RFPs, project management, user acceptance testing (UAT), and client support. Develop and manage cross-functional teams for implementations.  SaaS Tools Development and Third Party Management: Develop requirements, design, and content for online clientapplicationsincluding parity and demographic risk analysis tool and online ACA compliance tool.  Regulatory Compliance Procedures Development and Implementation: Develop and implement procedures for data security policies including adherence to HIPAA and HITECH data security requirements. ImplementedexecutiveIToversightcommittee toprovide strategic recommendations and project updates at quarterly meeting with C-level executives. Product Management:  Product and Strategy Development: Develop marketing strategy for all new products. Research and benchmark marketplace to ensure product offerings are competitive.  Advertising and Promotion: Responsible for brand management, promotion of all products, conducting system presentation demos, development of telemarketing strategy, vendor selections, contract negotiations, and program implementations. Develop all advertising content and marketing collateral. Responsible for all company sponsored events and trade shows.  Website Content and Management: Responsible for website content and management of social media. Currently updating website and enhancing SEO and statistical tracking capabilities. AVVENTA WORLDWIDE,Jacksonville,Florida April 2010 – January 2011 Consultant/Contractor- CitiGroup Web Campaign Manager Managed credit card and retail bank campaign banners and content deployment on Citibank.com, Citicards.com, Studentloan.com, and Citimortgage.com.  Campaign Deployment and Quality Assurance: Developed and maintained Internet banner deployment
  • 2. Faith DuBose Harman 7510 Seton House Lane  Charlotte, NC 28277  C: (904) 629-1360 faithharman@yahoo.com  https://www.linkedin.com/in/faithharman schedules, created banner placement media plans, and conducted pre- and post-live quality assurance testing. Deployed 128 re-pricings and new content initiatives from April to November 2010.  New Product On-boarding: Developed project plans and schedules for on-boarding new card products. Ensured deliverables are provided on schedule in order to meet launch date.  Performance Analysis: Reviewed and analyzed campaign performance data to ensure campaign effectiveness. Adjusted banner deployment placement as needed to increase customer acquisition.  Audit Documentation Maintenance: Documented online pricing and offer changes. Obtained business unitapproval andmaintain recordsforaudit purposes.Performedongoingsite auditstoensure regulatory compliance and site functionality. Completed quarterly OCC audit documentation.  BusinessLiaison:Servedas liaisonbetweenmarketingbusinessunitsandtechnologyteamsforcreditcard re-pricing and offer changes. Led cross-functional teams to ensure initiatives were implemented accurately and on schedule. COMPASS CONSULTING, Jacksonville,Florida June 2008 – November2008 Contractor Projectmanagerforwebsite redesign anddevelopment of new marketing materials to implement change in firm name and image. Assisted with other projects as needed.  Website and Marketing Materials Redesign: Determined new website content and organization, developed business specifications and project plan. Produced new brochures and selected materials, colors, and final design look and feel. Sales process and corporate image significantly improved.  Name Change Project:Developed and managed project plan for corporate name change and ensured all tasks were completed within established deadlines. (Note: From 2002 to 2011 left the workforce to start a family.) PRUDENTIAL BANK (Prudential Insurance Subsidiary), Atlanta,GA May 2000 – November2002 Vice President, NationalPersonalTrustProduct Manager Responsible for management of Personal Trust Product nationwide. Managed new vendor selection and implementation of third party administration, developed and implemented new marketing and sales strategies, implemented new pricing, and developed new marketing materials and website content.  Conversion Project: Marketing coordinator for operations conversion project from Boston Safe to SEI encompassing $350 million in assets and 450 accounts. Participated in vendor selection, account transition, and client communications. Significantly improved operations and client servicing.  Website Development: Supervised development and maintenance of Trust Internet content.  Strategy Development: Participated in strategy development including 2001 and 2002 personal trust strategy, bank communications strategy, and intergenerational wealth transfer strategy. Member of Personal Trust and Investment Policy Committees.  Outsourcing: Researched and recommended Trust Division outsourcing to Senior Management in 2002. Outsourcing to Wachovia was implemented in 2003 based on research and findings resulting in lower costs and improved client servicing.  Product Management: Developed and implemented new pricing schedule and operational procedures, completedriskassessments,ensuredproductandprocedure compliance, andassisted with privacy policy development and business resumption plans. SUNTRUST BANKS, Atlanta,Georgia November1997 – May 2000 Vice President, ProductDevelopmentManagerInvestmentsand InternetMarketing 1998–2000 AssistantVicePresident, ProductDevelopmentSpecialist1997–1998
  • 3. Faith DuBose Harman 7510 Seton House Lane  Charlotte, NC 28277  C: (904) 629-1360 faithharman@yahoo.com  https://www.linkedin.com/in/faithharman Ledmarketingproductmanagementteamsthat launched online investments and online banking, completed productconsolidationsformergers,androlled out new investment products. Managed staff of five analysts.  Investments Conversion: Marketing coordinator for investments subsidiary clearing firm conversion (120,000 accounts, approximately $6 billion in assets) from State Street to National Financial Service Corporation (Fidelity subsidiary) including conducting product mapping, product gap analysis and resolution, and overseeing all customer and internal communications. Conversion provided access to expanded product line and enabled increased sales.  New Product Development: Managed new products implementations, cross-functional development teams, and project plans. Developed and/or supported Pledged Asset Mortgage, Active Investor Cash ManagementAccount,PreferredPortfolioAssetAllocationAccountandRoth IRA products. New products enabled increased sales.  Website Marketing Manager: Served as interim manager responsible for Suntrust.com overall content. Department developed business requirements and coordinated site content edit in merger of SunTrust and Crestarwebsites. Departmentwasliaisonbetweenlinesof business and technology staff for product development.  Online Investments Implementation: Led project to add online investments functionality including business case analysis with target market and product positioning. Developed business requirements, customer service support, customer communications and marketing materials, and product rollout strategy. Monitored post-rollout results and made adjustments as required.  Online Banking Applications:Staff assistedwithprojectsthattransformedwebsite frombrochure-wareto transaction-based site including addition of online banking, online mortgage, online applications and calculators. BARNETT BANKS,Jacksonville,Florida June 1997 - December1997 SeniorBusinessAnalyst  Responsible for program specifications development and testing for asset management technology initiatives. Projects included trailing commission processing automation and bank/brokerage package product. MERRILL LYNCH, Jacksonville,Florida June 1996 – June 1997 Trailing CommissionsCompensation Manager  Responsible for trailing commissions compensation of $240 million annually to 14,000 financial consultantsworldwide. Developed system specifications and operational procedures for new products. Implemented new procedures and controls. Managed 17 analysts and 3 supervisors. EDUCATION, LICENSES, AND COMPUTER SKILLS Masters Degree BusinessAdministration, Universityof NorthFlorida,1995 Bachelor of BusinessAdministrationinFinance,Universityof NorthFlorida,1988 ContinuingEducation 2015: Human-CenteredDesign(UX) onlinecourse –Universityof California,SanDiego Licenses:Formerlyheld NASD(nowFINRA) Series7,63, and 27 licenses (all expired) ComputerSkills:PoweruserinMicrosoft Excel,PowerPoint,Word,VisioandProject