Jessica Undereiner

Professional Overview

Jessica Undereiner is a seasoned leader with extensive experience in project management, change management, and quality assurance. As the Head of PMO, CMO, and QA at Polen Capital, she is responsible for driving strategic initiatives, ensuring operational excellence, and maintaining the highest standards of quality across the organization.

Experience Summary

Current Role

In her current role, Jessica is responsible for leading the Project Management Office (PMO), Change Management Office (CMO), and Quality Assurance (QA) functions at Polen Capital. She oversees the successful execution of strategic projects, manages organizational change, and implements robust quality control measures to support the firm's growth and client satisfaction. Under her leadership, the PMO, CMO, and QA teams have achieved significant improvements in project delivery, change management, and quality assurance, contributing to the firm's overall operational efficiency and competitive edge.

Career Progression

Prior to her current role, Jessica held various leadership positions at Polen Capital and BNY Mellon, where she honed her expertise in project management, client operations, and investment management. As a Senior Project Manager at Polen Capital, she spearheaded the implementation of a new portfolio management system, resulting in enhanced reporting capabilities and improved client experiences. Her previous roles as Client Operations Manager and Client Services Officer at BNY Mellon provided her with deep insights into the financial services industry, enabling her to effectively bridge the gap between client needs and operational capabilities.

Academic Background

Jessica holds a Bachelor of Science in Business Administration from the University of Florida, where she specialized in Finance and Management Information Systems. Her academic achievements include being recognized on the Dean's List and actively participating in various student organizations.

Areas of Expertise

• Project Management

• Change Management

• Quality Assurance

• Financial Services Operations

• Client Relationship Management

• Operational Excellence

• Strategic Planning and Implementation

Professional Impact

• Spearheaded the successful implementation of a new portfolio management system at Polen Capital, resulting in enhanced reporting capabilities and improved client experiences.

• Established robust quality control measures within the PMO, CMO, and QA functions, leading to a 25% reduction in client complaints and a 15% improvement in first-time resolution rates.

• Developed and implemented a comprehensive change management framework that enabled the organization to navigate complex organizational transformations with minimal disruption to day-to-day operations.

• Served as a thought leader and subject matter expert, contributing to industry publications and conference presentations on project management best practices in the financial services sector.

Conclusion

With her proven track record of leadership, strategic vision, and operational expertise, Jessica Undereiner is poised to continue driving innovation and excellence within the financial services industry. Her commitment to delivering exceptional results and her ability to navigate complex challenges make her a valuable asset to any organization seeking to optimize its project management, change management, and quality assurance practices.