Experience

Key Private Bank

• United States
• Banking
• 200 - 300 Employee

• Digital Client Experience Team Lead

  • Jan 2021 - Present

  Cleveland, Ohio, United States

• Business Development Analyst

  • Aug 2016 - Jan 2021

  Cleveland, Ohio I help support Key Private Bank's Technology and Client Experience Initiatives. This includes working with our 3rd party technology partners from scoping requirements, deployment, end user training, administration, and support. Experience with - • CRM / Salesforce Financial Services Cloud implementation. • Creating custom reports and dashboards for end users, different LOBs, and management. • Working with technology to resolve system issues / identify requirements for… Show more I help support Key Private Bank's Technology and Client Experience Initiatives. This includes working with our 3rd party technology partners from scoping requirements, deployment, end user training, administration, and support. Experience with - • CRM / Salesforce Financial Services Cloud implementation. • Creating custom reports and dashboards for end users, different LOBs, and management. • Working with technology to resolve system issues / identify requirements for enhancements. • Planning and strategizing for future system integrations. • Sales Enablement / Document Repository site design, maintenance, and governance. • Designing and support of digital sales tools, including proposal generation.



Silo Connectors, LLC

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Account Executive

  • May 2016 - Aug 2016

  Cleveland/Akron, Ohio Area • Designed and developed email marketing campaigns • Created and maintained customer relationships • Worked towards Salesforce.com administrator certification • Updated and Marketed with corporate social media accounts

• Sales Associate

  • Jan 2016 - May 2016

  Cleveland/Akron, Ohio Area • Worked with Director of Marketing, utilized automated email software • Followed up on marketing campaigns with potential customers • Utilized Google Analytics and assisted with increasing website SEO