Troy Prieve

Troy A Prieve Las Vegas |- |-| www.linkedin.com/in/troy-prieve-6b- Results-driven Project Management professional (CAPM in progress) & passionate AI advocate, leveraging 15+ years of experience in strategic planning and execution to deliver efficient, impactful solutions and drive positive social change. The "Efficiency Engine" transforms complex challenges into streamlined success. EDUCATION B.S. Business – Strategic Management with a focus on Project Management, 03/25 University of Phoenix SKILLS Project Lifecycle Management Stakeholder Engagement & Strategic Communication Process Optimization & Efficiency Risk Assessment & Mitigation Strategies Data Analysis & Performance Reporting Cross-Functional Team Leadership & Collaboration AI Advocacy & Emerging Technology Application Problem-Solving & Critical Thinking EXPERIENCE Financial Advisor, Vanguard, Arizona, United States (Remote) | 2021 – 2023 Led complex client financial planning initiatives by defining project scope through in-depth needs assessments, developing customized strategic roadmaps, and managing execution via proactive stakeholder communication, resulting in consistent 8.5% annual AUM growth and ≥90% client retention. Drove process optimization for client onboarding and service delivery by identifying inefficiencies, proposing streamlined workflows, and collaborating with cross-functional teams to implement enhanced digital tools and communication protocols. Managed project risks associated with client investment strategies by conducting thorough market analysis, ensuring regulatory compliance, and clearly articulating potential impacts and mitigation plans to stakeholders. Private Client Banker, Wells Fargo, Mesa, Arizona | 2016 – 2019 Coordinated the delivery of comprehensive financial solutions for high-net-worth clients by developing project timelines, managing multiple internal workstreams (lending, investment, estate planning), and ensuring all deliverables met stringent quality standards and client objectives. Championed client advocacy by meticulously gathering requirements, anticipating needs, and proactively resolving complex service issues, thereby enhancing client satisfaction and fostering long-term, trusted partnerships. Prepared and delivered detailed status reports and performance analyses for client portfolios and internal management, utilizing data to identify trends, track progress against strategic goals, and inform decision-making. Premier Banker, JPMorgan Chase, Phoenix, Arizona | 2014 – 2016 Managed diverse client service projects by effectively organizing tasks, tracking key milestones for various financial product implementations, and ensuring clear, consistent communication with both customers and internal support staff. Contributed to operational efficiency projects by identifying opportunities for process improvements within branch operations, gathering user feedback on new technologies, and supporting the rollout of enhanced digital platforms. Facilitated the successful resolution of client issues by coordinating with multiple bank departments, defining problem statements, and tracking corrective actions through to completion, ensuring minimal disruption and reinforcing client trust.