Julianna Roche
Director, Enrollment at Private Client Resources- Claim this Profile
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Topline Score
Bio
Reina Govindarajan
Julianna was an absolute joy to work with. She was poised, articulate, hard working, and committed. Her clients sang her praises and expressed sadness when she left the company. She is a model team player! She respected all senior team members and was respected by her junior counterparts. If given the opportunity to hire or work alongside Julianna again, I would do so without a second thought. I admire Julianna for so many of her qualities. Particularly, for the fact that she is a woman of her word and integrity.
Rodney Hyatt
Julianna is consistently reliable to get the task done in a timely manner. She is knowledgeable and experienced in assessing needs and developing resolutions that work well for the client. Her communication skills are excellent and highly valued for keeping the projects moving forward.
Reina Govindarajan
Julianna was an absolute joy to work with. She was poised, articulate, hard working, and committed. Her clients sang her praises and expressed sadness when she left the company. She is a model team player! She respected all senior team members and was respected by her junior counterparts. If given the opportunity to hire or work alongside Julianna again, I would do so without a second thought. I admire Julianna for so many of her qualities. Particularly, for the fact that she is a woman of her word and integrity.
Rodney Hyatt
Julianna is consistently reliable to get the task done in a timely manner. She is knowledgeable and experienced in assessing needs and developing resolutions that work well for the client. Her communication skills are excellent and highly valued for keeping the projects moving forward.
Reina Govindarajan
Julianna was an absolute joy to work with. She was poised, articulate, hard working, and committed. Her clients sang her praises and expressed sadness when she left the company. She is a model team player! She respected all senior team members and was respected by her junior counterparts. If given the opportunity to hire or work alongside Julianna again, I would do so without a second thought. I admire Julianna for so many of her qualities. Particularly, for the fact that she is a woman of her word and integrity.
Rodney Hyatt
Julianna is consistently reliable to get the task done in a timely manner. She is knowledgeable and experienced in assessing needs and developing resolutions that work well for the client. Her communication skills are excellent and highly valued for keeping the projects moving forward.
Reina Govindarajan
Julianna was an absolute joy to work with. She was poised, articulate, hard working, and committed. Her clients sang her praises and expressed sadness when she left the company. She is a model team player! She respected all senior team members and was respected by her junior counterparts. If given the opportunity to hire or work alongside Julianna again, I would do so without a second thought. I admire Julianna for so many of her qualities. Particularly, for the fact that she is a woman of her word and integrity.
Rodney Hyatt
Julianna is consistently reliable to get the task done in a timely manner. She is knowledgeable and experienced in assessing needs and developing resolutions that work well for the client. Her communication skills are excellent and highly valued for keeping the projects moving forward.
Experience
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PCR Financial Aggregation
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United States
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Financial Services
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1 - 100 Employee
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Director, Enrollment
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Feb 2021 - Present
PCR is the leading provider of Private Wealth Aggregation solutions delivering consolidated investment data to world’s wealthiest families and their advisors. With over 600 electronic data sources and technology that automates the collection of non-structured data from statements and documents, we help private banks, trust banks, multi-family offices and other firms to efficiently deliver the consolidated wealth reporting their clients demand. Over 20 of the most important wealth tech firms also leverage our capabilities to power their investment solutions. With global coverage, an innovative privacy architecture and over 20 years of trusted service, PCR is the choice for firms that understand all wealth technology initiatives must first start from the highest quality and most complete data. Show less
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Bridgewater Associates
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United States
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Investment Management
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700 & Above Employee
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Core Management, Program Manager
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Jan 2020 - Jul 2020
Part of special projects team reporting directly into CEO and board • Program managed the ongoing assessment and evaluation of the Investment Engine department • Designed and maintained a central knowledge-management system to improve team productivity, including streamlining 100+ documents to save 10 working hours total across the team • Managed cadence across team of 6 senior managers, including running meetings, setting weekly priorities and creating internal mechanism to ensure short and long-term goals are met • Created products for the CEO and Chairmen to provide a quality assessment of key business problems, risks, and findings, including the “Core Management Monthly Report”, created for the CEO, Chairmen, and top managers across the organization, to highlight pressing issues and inform executive decision-making Show less
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Iron Mountain
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Customer Development Executive / Enterprise
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Jun 2015 - Jan 2020
•Managed an $18M book of business composed of 54 enterprise accounts (average spend >300k/account/year) • 2019 Highlights: Attained Goal Achievement Objective for Book Growth by 188% (Target 3.74%, Actual 7.03%) • Partnered with high complexity customers to ensure continued revenue and customer loyalty • Owner of strategic account planning, contract renewals and negotiations • Acted as an advisor to develop customer specific programs to ensure maximum ROI and value • Educated customers about emerging industry trends and positioned new solutions for further account growth Show less
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NuORDER by Lightspeed
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United States
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Wholesale
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100 - 200 Employee
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Customer Success Manager
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Sep 2014 - Jun 2015
• Managed the New York Customer Success team (4 individuals) to hit established KPI targets • Responsible for company’s key accounts with a focus on customer satisfaction, account retention and upsell • Built and nurtured C-level relationships to solidify partnerships and understand their business needs • Onboarded new accounts, provided training, and monitored utilization to ensure customer adoption to SaaS • Identified risk and resolved issues by collaborating across the company to implement process improvement Show less
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Insight
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Service Delivery Manager / Project Manager
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Jul 2011 - Sep 2014
Supported 3 Fortune 500 companies to manage Data Center Rollout, PC Refresh/Windows 7 Migration, and IT Asset Management projects • Provided strategic leadership and managed team nationwide (~15 individuals) • Completed all projects within timeline, budget and scope and maintained profits and losses and forecast reporting • Presented trends and progress to the client regularly and cultivated strong, meaningful relationships • Oversaw day-to-day operations, created processes and documentation for team and client and improved efficiency Show less
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Kennedy Krieger Institute
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United States
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Hospitals and Health Care
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700 & Above Employee
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Clinical Specialist
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Aug 2009 - Jun 2011
• Managed behavioral team assigned to case (2 individuals) • Conducted behavioral assessments to develop and implement patient treatment plans • Developed data collection systems and trained family, school, and hospital staff on protocols (~60 individuals) • Completed evaluation reports and progress reports for insurance companies and medical staff • Presented behavioral assessment and treatment data according to audience • Managed behavioral team assigned to case (2 individuals) • Conducted behavioral assessments to develop and implement patient treatment plans • Developed data collection systems and trained family, school, and hospital staff on protocols (~60 individuals) • Completed evaluation reports and progress reports for insurance companies and medical staff • Presented behavioral assessment and treatment data according to audience
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Education
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2005 - 2009
Syracuse University
Bachelor's Degree, Psychology, Biology, Child and Family Studies
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