Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lindsay Pearson

Red Deer,Canada

Summary

Special Projects Manager with extensive experience at Morgan Stanley, specializing in project management and collaborative problem-solving. Achieved over $60,000 in funding and increased daycare capacity by 20 spots as President of the Board for a non-profit daycare. Proficient in Microsoft Office Suite and skilled in effective communication and delivering measurable results.

Overview

20
20
years of professional experience

Work History

Special Projects Manager

Shareworks by Morgan Stanley / Solium Capital Inc.
Remote - Calgary Headquarters
06.2013 - 07.2021
  • Formulated and implemented project plans and timelines aligned with client specifications.
  • Engaged with internal and external stakeholders to guarantee timely, budget-compliant, and accurate deliverables.
  • Maintained accurate records of all activities related to special projects including budgeting, scheduling, and task assignments.
  • Managed multiple projects simultaneously while ensuring successful completion of each individual project.

President, Board of Directors

Fernie Child Care Society
Fernie, BC
03.2016 - 10.2019
  • Coordinated monthly meetings with Board of Directors and daycare Manager.
  • Authored grant applications and related reports, securing over $60,000 in funding for multiple initiatives.
  • Organized and executed fundraising events to generate revenue for daycare center.
  • Orchestrated communication strategies directed at parents and community stakeholders.
  • Designed and managed marketing assets, including the website and corporate logo.
  • Oversaw Expansion Project that increased daycare capacity by 20 spots.
  • Evaluated and selected candidates for new roles, including daycare Manager position

Onboarding Manager

Solium Capital Inc.
Remote - Calgary Headquarters
07.2005 - 06.2013
  • Facilitated onboarding of over 100 new clients, resulting in addition of over 100,000 users to Shareworks platform.
  • Engaged with multiple internal and external teams to ensure effective execution of stock option and share purchase plans.
  • Developed and implemented Shareworks training for diverse stakeholders, customizing training materials for specific job functions.
  • Executed data manipulation and import processes to ensure accuracy and efficiency.
  • Configured Shareworks systems to meet organizational requirements.
  • Conducted training sessions for administrators and employees, enhancing system proficiency.
  • Facilitated client communication to address inquiries and provide support.

Communications Specialist

Solium Capital Inc.
Remote - Calgary Headquarters
06.2007 - 05.2010
  • Created and executed Communication Services package as new revenue stream, encompassing service design, forecasting, sample materials, sales presentation, and standardized project plan.
  • Authored and designed client communications, including tailored letters, brochures, Plan Booklets, Q&As, and Quickstart Guides.
  • Collaborated with designers to develop engaging communication materials that informed clients' employees about stock options and share purchase plans.
  • Facilitated delivery of literature for clients to assist in enrollment for company’s plans.

Marketing Coordinator

MarketLinc Telecommunications Inc.
Calgary, AB
01.2004 - 07.2005
  • Developed and implemented email campaigns converting cold contacts into warm leads for sales team.
  • Disseminated corporate agenda across organization using website, intranet, newsletters, training sessions, staff meetings, and corporate updates.
  • Developed and designed internal and external communication channels including website, intranet, client portal, internal modules, and prospect relationship management tools.

Sales and Marketing Support

MarketLinc Telecommunications Inc.
Calgary, AB
08.2001 - 01.2004
  • Outlined and implemented sales cycle stages, sales funnel metrics, and comprehensive reporting requirements for sales team.
  • Facilitated creation and design of sales collaterals, website development, and internal communications.

Education

Bachelor of Commerce - Marketing

University of Saskatchewan
Saskatoon, SK
04-1998

Skills

  • Project management
  • Time management
  • Strong communicator
  • Problem-solving mindset
  • Workflow management
  • Collaborative problem-solving
  • Adaptable and flexible
  • Microsoft Office Suite
  • Zoom, Webex, Google Meet
  • DocuSign
  • Salesforce

Timeline

President, Board of Directors

Fernie Child Care Society
03.2016 - 10.2019

Special Projects Manager

Shareworks by Morgan Stanley / Solium Capital Inc.
06.2013 - 07.2021

Communications Specialist

Solium Capital Inc.
06.2007 - 05.2010

Onboarding Manager

Solium Capital Inc.
07.2005 - 06.2013

Marketing Coordinator

MarketLinc Telecommunications Inc.
01.2004 - 07.2005

Sales and Marketing Support

MarketLinc Telecommunications Inc.
08.2001 - 01.2004

Bachelor of Commerce - Marketing

University of Saskatchewan
Lindsay Pearson