Helene Mazur, MBA, CFP Business Coach and Team Facilitator

[Helene Mazur]
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Helene Mazur
Princeton Performance Dynamics

Princeton, New Jersey
609-924-9399
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Helene Mazur — Past Leadership Experience

Financial Services, Strategy, E-business, Technology

Facilitated a multi-disciplinary team developing a strategic vision and plan for a technology base and workstation used by over 20,000 financial consultants and marketing professionals. Organizational dynamics included an evolving financial consultant business model, on-line strategies (trading, e-commerce, credit card, etc.), and rapidly changing technology. A key outcome of the planning included leveraging the technology base with marketing, communications and training programs.

Collaboration, Partnering Strategy

Worked with financial consultants to develop client collaboration strategy to improve communication and enable the delivery of value added services. Analyzed software, conducted corporate due diligence, and facilitated the implementation of strategic partnerships

Product Manager, Sales

As Total Benefit Outsourcing Product Manager, developed and presented the business case for an integrated administrative platform. Implemented business planning and marketing strategy working with administrative, technology and product groups. Created, then delivered internal and external marketing and training programs, spoke at industry conferences, consulted to Fortune 500 clients, and evaluated alliance and acquisition opportunities. Responding to competitive vendor searches successfully sold large market clients, and then collaborated to deliver seamless administrative processes and servicing across organizations, including 3rd party providers

Customer Service, Quality, Reengineering-Large Institutional Bank

As Large Market Benefit Services Manager focused on customer service and staff development, quality and reengineering initiatives; User Team Manager responsible for developing a multi-million dollar integrated global accounting system

Operations Manager, Large Investment Fund Group

Restructured and reorganized large administrative group to deliver timely, accurate, and compliant daily valuation services

Manager, Facilitator

As senior project manager facilitated large projects, inter-organizational communication, and systems development

Client Service and Administration

Managed a variety of client relationships and operational processes for the county government