Joel Adan Email Address

Pacific Western Bank is a financial services company that specializes in Financial Services.

Joel Adan is a Records and Information Management professional with over 20 years of experience working with organizations to establish a paperless environment, including evaluation of client needs, setting up document capture and indexing, and designing new processes to leverage the imaged records. He has successfully leveraged Microsoft SharePoint to streamline records management operations. Joel's strong knowledge of content management solutions combined with his expertise in records management compliance requirements results in comprehensive solutions for his clients. •Electronic Content Management (ECM) expertise, including data conversions, paper imaging, business process workflow design, content classification, and systematic destruction of records through records retention policies. •Records Management Compliance knowledge, including records retention policies, employee training, and implementation of policies across paper and electronic records. •Project Management skills, including developing and managing project plan, coordinating with stakeholders, and delivering presentations and project status reports. Able to manage diverse projects simultaneously under tight deadlines. •Leadership experience, including management of direct staff, influencing and collaborating with internal and external business partners. Proven success in recruiting, managing, and retaining highly motivated and effective resources.