Experience

Homeless Prenatal Program

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Salesforce Administrator

  • Aug 2018 - Present

  San Francisco Bay Area I manage Salesforce for a staff of 100 users. My work includes system upgrades, a full migration to Lightning Experience, automation development and implementation, data management, user management, developing extensive user training and materials and implementation of third party solutions. I hold seven certifications.



Suburban Jungle

• United States
• Real Estate
• 1 - 100 Employee

• Director of Business Development

  • May 2015 - Jan 2019

  San Francisco Bay Area I led business development efforts for The Suburban Jungle Realty Group, a first of its kind real estate strategic relocation firm dedicated exclusively to helping families leaving the city find the the right suburb.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Business Process Analyst

  • 2008 - 2013

  San Francisco Bay Area I managed and implemented process and code improvements during the semi-annual release of our exception-based accounting software, created extensive training documentation to educate auditors on our business model, and significantly improved our application change request process so requests were prioritized and addressed to meet or exceed client expectations.

• Vice President

  • 2006 - 2008

  San Francisco Bay Area Due to my previous experience presenting new concepts to internal business partners, I was chosen to work with a newly created product team to showcase our Fund Services technology capabilities to existing and prospective clients. My productive working relationships with a variety of different accounting teams allowed me to effectively supervise user acceptance testing of system upgrades with these teams and drive processes to completion to meet critical deadlines. My tendency… Show more Due to my previous experience presenting new concepts to internal business partners, I was chosen to work with a newly created product team to showcase our Fund Services technology capabilities to existing and prospective clients. My productive working relationships with a variety of different accounting teams allowed me to effectively supervise user acceptance testing of system upgrades with these teams and drive processes to completion to meet critical deadlines. My tendency to look for ways to continually improve processes helped me to conduct end-to-end reviews of software releases to aid in seamless and efficient implementations.

• Assistant Vice President

  • 2001 - 2006

  Greater Boston Area I was a key contributor to a newly formed reeningeering team whose mission was to implement a fund accounting workflow redesign resulting in centralized, expert working teams that set the stage for the design and deployment of a customized exception-based processing application. My work on this team leading the workflow/process changes and introducing enabling technology resulted in reduced unit costs, improved efficiency, and mitigated operational risk.

• Associate

  • 2000 - 2001

  Greater New York City Area I was one of twenty associates selected for a management development training program encompassing extensive classroom training and four strategic rotations within the key Treasury and Securities Services businesses, including Treasury Services, Investor Services, Structured Finance, and Securities Lending.