1. JENNIFER L. SCHMIDT
15042 La Jolla Place, Colorado Springs, CO 80921
Relocating to Washington State: SUMMER 2016
508.222.8641 jensch@yahoo.com
linkedin.com/in/jenniferlschmidt
Highly experienced Project Manager and Data Analyst with a creative approach to complex issues. Hard-working problem-solver focuses on
accuracy and efficiency with highest ethical standards.
STRENGTHS
thorough research and analysis emphasis on team building and relationship management
solid communication and writing ability strong negotiation skills
deadline-responsive close attention to detail
WORK EXPERIENCE
BANK OF AMERICA CORPORATION, Boston, MA and Colorado Springs, CO
2006 to Present
Vice President, Compliance Specialist ; Global Risk
As a senior member of compliance department, applied technical knowledge to review and approve advertising across the Merrill Lynch
investment business and Bank of America’s banking business. Negotiated with marketing and risk partners to meet established deadlines.
• Designed and implemented a series of standardized metrics by identifying and translating data into visual, illustrative reports. These
enabled senior management to track department trends and take decisive actions.
• Developed reference library by writing technical, product and reference manuals. Simplified information sharing and promoted
strengthening of team knowledge-base.
• Demonstrated project management expertise during corporate merger of Merrill Lynch into Bank of America; integrated processes and
procedures, provided subject matter expert training, and identified resources to ensure coverage and accuracy in a dynamic work
environment.
• Since launch of Bank of America’s recognition program in 2011, was formally recognized for client service, delivering complex solutions,
and dedication as two-time recipient of Bank of America’s Gold Award. Received five Silver awards, two Bronze awards, and numerous
written commendations.
THE FIRST MARBLEHEAD CORPORATION, Boston, MA
2005 to 2006
Marketing Review Manager; Corporate Law Dept
Managed legal review process for client marketing materials related to the advertising and marketing campaigns for private student loans.
Interpreted outside legal counsel advice for clients and internal business groups.
• Created and maintained detailed monthly reporting system to capture communications review data for legal department, which provided
qualitative data in quantitative format for use by senior management.
• Created customized credit agreement/promissory notes for lending clients. Calculated quarterly repayment examples and distributed to
clients.
• Wrote marketing guidebook and conducted training to assist clients seeking to comply with laws and regulations.
• Three-time recipient of Spotlight Award in recognition of customer service and effective multi-tasking.
INDEPENDENT CONTRACTOR
2003 to 2004
• Putnam Investments (Norwood, MA): As Compliance Specialist, provided comprehensive compliance services for clients, including
interpretation of plan documents and service agreements; reviewed communication materials, advised of correction procedures, and
assisted with amendments. Wrote educational articles and regulatory interpretations.
• Fidelity Investments, (Marlboro, MA): As Business Project Analyst, reviewed and evaluated historical advertising material to identify
regulatory exposures. Developed implementation-ready recommendations.
• MassMutual (Springfield, MA) As Breakpoint Analyst and Mentor, performed testing through extensive research of customer accounts.
Gathered and verified data, calculated account valuations, identified where refunds due. Mentored staff by providing guidance and
resolving discrepancies.
• American Express (Cranston, RI): Financial Advisor
FIDELITY INVESTMENTS, Boston, MA
1998 to 2002
Senior Legal Product Manager, Legal ERISA Group

2. Provided legal review of all materials related to the advertising campaigns for Fidelity’s Non-Profit, Educational, Union, and Governmental
business sectors. Provided training, analysis and interpretation of technical, operational and legal rules for retirement plans. Approved
institutions seeking Fidelity as the Custodian.
• Created and maintained detailed monthly reporting system to capture communications review data for legal department, which provided
qualitative data in quantitative format for use by senior management. Was the first recipient of the Legal Department’s Recognition of
Excellence award.
• Led team of ten project managers in analysis of Economic Growth and Tax Relief Reconciliation Act of 2001. Project included
documentation, analysis and communication for distribution company-wide. Created legislative manuals. Was presented with the
Recognition of Excellence award.
• Wrote legal manual and conducted weekly training, standardizing procedures and allowing rules and regulations to be easily accessible
for the first time.
• Negotiated with business units which enabled nearly 100% of established deadlines to be met.
ADVEST CUSTOM CONSULTING, Boston, MA
1997 to 1998
Marketing Research Communications; Manager Due Diligence
Researched, analyzed, and interviewed money managers for selection by client pension systems. Analyzed and wrote reports, and served
as department compliance contact. Answered all Requests for Proposals (RFP) for pension investment consultant service.
• Redesigned and standardized the client reporting requirements making monthly reporting more efficient.
• Created peer analysis reports which enabled clients to measure the performance of their plan’s funds against similar funds for the first
time, a critical component to fund analysis.
BROWN BROTHERS HARRIMAN & COMPANY, Boston, MA
1996 to 1997
Securities Lending Specialist, Global Settlements
Provided client service as primary contact for all transactions involving security lending at BBH&Co. Processed, monitored, and settled
mutual fund-to-broker loans involving foreign and domestic equity stocks and treasury bonds.
• Created security lending fail report, daily security lending reconciliation report, daily volume report, and a weekly report detailing errors
and problem areas across Global Settlements. Enabled senior management to see department activity and capacity for the first time.
• Developed efficient process for resolving discrepancies in security lending for internal and external issues.
FIDELITY INVESTMENTS, Boston, MA
1994 to 1996
Administrative Assistant; Junior Analyst, Performance Reporting and Analysis
Provided full-time administrative support to highly visible and fast-paced department of 25 while attending Boston University as a full-time
student.
• Researched and analyzed fund manager tenure for all FMR Co. funds from fund inception to present date. Created database and
compiled information for use in all company-produced reports (including internet). Information available in one location for use
company-wide for the first time. Established as media contact for fund manager information requests.
• Performed competitive fund analysis by interpreting raw Lipper Analytical and Morningstar competitive peer group data for use by senior
management.
• Coordinated production of Board of Directors materials, shareholder reports, annual fund reviews, prospectuses, Statements of
Additional Information (SAI) and several other influential projects.
EDUCATION AND CERTIFICATIONS
University of Washington—Data Visualization Certification (in progress)
FINRA Securities License--Series 7
Boston University-- B.S. Journalism