Joshua Valadez

About Joshua Valadez

Marketing allows me to provide effective solutions designed to boost business, be it on a…

Experience

1. Marketing Project Manager

   Lincoln Financial

   Jan 2019 — Present · Fort Wayne, IN, US

   Manage projects efficiently and effectively utilizing the various programs available-Communicate thoroughly with partners anticipating questions and needs-Improve project management skills and further education (Lean Six Sigma certification)• Support existing and new technologies and procedures• Execute marketing strategies designed to support Lincoln\'s key markets-Execute SRI refresh into Guaranteed Income lineup (PBI, Stadion, Income America)-Champion PathBuilder Income powered by (Alliance and Director) YourPath• Expand breadth of project management experience and business acumen-Identify stakeholder needs by expressing concerns to Marketing Manager-Improve project management processes and maintain comprehensive inventories• Develop ways to improve processes -Refine the MF/GVA Fund Change master spreadsheet as a source document to ensure correct information between partners-SV Digital Briefcase, Source Document, Queue schedule, and Templafy & PowerPoint • Create and update process documents and cross-training materials • Participate in department process-improvement initiatives (as requested)-Support the business through various audits to ensure accurate information is available-Lead PMO-led Workstream project, identify gaps and create solutions as a presentation-Consult Compliance to nail down the processes for FINRA and State filing-Contribute to the onboarding process of the new GP PM group by being available for Q&A sessions and meet 1-on-1 with a designated PM frequently to meet their needs

Education

• Brownsburg High School

  Core 40, Business Administration and Management, General

  2010 — 2011

• Purdue University Fort Wayne

  Master of Business Administration - MBA, Finance, General

  2020 — 2022

• Trine University

  Bachelor of Science (BS), Business Administration and Management, General

  2011 — 2015

Skills

• Market Research
• Microsoft Excel
• Public Speaking
• Spanish
• Recruiting
• Microsoft Office
• Microsoft Powerpoint
• Team Building
• Hudl Software
• Leadership
• Communication
• Oral & Written Communication Skills
• American Sign Language
• Spanish-Speaking
• Training
• Sports Marketing
• Sales
• Project Management
• Management
• Time Management
• Event Planning