Experience

Tonkean

• United States
• Software Development
• 1 - 100 Employee

• Solutions Architect

  • Jan 2022 - Present

  New York City Metropolitan Area Simplifying the orchestration of complex, enterprise-level business processes with a truly no-code platform...



Lukka

• United States
• Financial Services
• 1 - 100 Employee

• Senior Customer Success Specialist

  • Oct 2021 - Feb 2022

  New York, United States Lukka is a leading technology and data services provider for middle and back office crypto asset processing. Our blockchain and crypto-native products connect, standardize, reconcile, process and report audit-ready information within a highly secure SOC 1 Type 2 enterprise-grade infrastructure. Organizations using Lukka solutions include Funds & Fund Administrators, OTC & Proprietary Trading Firms, Crypto Exchanges, Accounting & Audit Firms, Individuals, Researchers, and Miners.



Duco

• New Zealand
• Construction
• 1 - 100 Employee

• Strategy and Solutions Engineer

  • Aug 2020 - Oct 2021

  • Proactively scope out the technical and business design required to address customer requirements and recommend solutions that optimize value for both the customer and Duco. • Deliver product demos and proof of concepts that ensure the customers understand how our software and services will enhance their organization. • Act in conjunction with the Sales team to help qualify sales opportunities, draft proposals, design pitch documents, and respond to customer RFIs, RFPs, and InfoSec… Show more • Proactively scope out the technical and business design required to address customer requirements and recommend solutions that optimize value for both the customer and Duco. • Deliver product demos and proof of concepts that ensure the customers understand how our software and services will enhance their organization. • Act in conjunction with the Sales team to help qualify sales opportunities, draft proposals, design pitch documents, and respond to customer RFIs, RFPs, and InfoSec questionnaires regarding our AWS Infrastructure. • Convey customer requirements to the Product teams and track product design. • Maintain and build out demonstrable use cases across a growing product set. Show less



SS&C Technologies

• United States
• Software Development
• 700 & Above Employee

• Client Solutions and Consulting Services

  • Dec 2017 - Jul 2020

  New York City, New York • Respond to inbound RFP and RFI requests, setting up strategy and qualification meetings with stakeholders, and managing the assembly and delivery of tailored service and solutions for new / existing sales mandates. • Write proposal content to ensure proper marketing of company experience, skills, and resources as applicable to client requirements. Collaborate with relevant subject matter experts (Marketing, Product, Sales, Corporate Legal and Risk Management) as necessary. •… Show more • Respond to inbound RFP and RFI requests, setting up strategy and qualification meetings with stakeholders, and managing the assembly and delivery of tailored service and solutions for new / existing sales mandates. • Write proposal content to ensure proper marketing of company experience, skills, and resources as applicable to client requirements. Collaborate with relevant subject matter experts (Marketing, Product, Sales, Corporate Legal and Risk Management) as necessary. • Edit proposals to ensure content clarity, consistency, and compliance with RFP and RFI instructions. • Develop and maintain in-depth knowledge of service offerings including new product introductions and non-traditional product areas, serving as a proposal resource to other areas of business initiatives groups as a whole. • Leverage prior asset management experience, industry knowledge, and continued awareness of industry changes to add value and expertise where applicable. • Build and maintain content management systems for RFP and RFI language, sales and marketing material, and competitor intelligence. Utilize SharePoint and other 3rd party tools to create self-serve efficiencies such as web portals, request forms, and content collaboration. • Establish and originate bespoke systems and workflows to increase cross-functional efficiency between sales, marketing and operational staff by leveraging internal IT development. Support piloting of roll-out processes and services related to the client acquisition process. Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Trade Order Manager

  • Aug 2016 - Dec 2017

  Greater New York City Area • Manage trading across the entire UIT department via Charles River IMS for 9 different clients. • Ensure redemption and creation orders are accurate and reflect any corporate actions or special instructions from the client that may affect trading. • Route individual orders and allocations to proper destinations in real-time. • Calculate Income and Principal Distributions, Cash and Stock Dividends, Stock Splits ect, and Price Variances using Bloomberg Terminal to verify broker… Show more • Manage trading across the entire UIT department via Charles River IMS for 9 different clients. • Ensure redemption and creation orders are accurate and reflect any corporate actions or special instructions from the client that may affect trading. • Route individual orders and allocations to proper destinations in real-time. • Calculate Income and Principal Distributions, Cash and Stock Dividends, Stock Splits ect, and Price Variances using Bloomberg Terminal to verify broker prices. • Analyze fund terminations and performing diversification testing.

• UIT Senior Fund Accountant

  • Sep 2014 - Aug 2016

  Greater New York City Area • Perform terminations of Unit Investment Trusts containing Domestic and Foreign equities, LEAPS, & US Treasuries. • Monitor, validate and communicate market news/corporate events related to portfolio holdings to manage client's risk. • Perform NAV Variance checks to confirm all fund activity is taken into account. • Creating and updating new procedures to streamline everyday tasks and make processes more efficient. • Responsible for daily reconciliations of fund balances. Liaise… Show more • Perform terminations of Unit Investment Trusts containing Domestic and Foreign equities, LEAPS, & US Treasuries. • Monitor, validate and communicate market news/corporate events related to portfolio holdings to manage client's risk. • Perform NAV Variance checks to confirm all fund activity is taken into account. • Creating and updating new procedures to streamline everyday tasks and make processes more efficient. • Responsible for daily reconciliations of fund balances. Liaise with traders to ensure overdrafts/excess cash are resolved within a timely manner. • Ability to simultaneously execute on timely business as usual deliverables while managing ad hoc reports. • Train new hires and cross-train existing employees on additional services requested by clients.



Conscious Capital Advisers

• United States
• Investment Management
• 1 - 100 Employee

• Junior Business Development Associate

  • Sep 2013 - Jun 2014

  Jerusalem, Israel • Worked directly with founding partner of a Start-up phase Cloud Computing Platform on reaching the next stage of company development and product launch. • Maintained constant communication with project team managers to report progress, identify issues, and how to allocate resources through online project management software, email, calls and face to face meetings. • Managed multiple projects and successfully achieved milestones ensuring projects completed within cost and scope… Show more • Worked directly with founding partner of a Start-up phase Cloud Computing Platform on reaching the next stage of company development and product launch. • Maintained constant communication with project team managers to report progress, identify issues, and how to allocate resources through online project management software, email, calls and face to face meetings. • Managed multiple projects and successfully achieved milestones ensuring projects completed within cost and scope specifications, including designing investor materials, launching marketing campaigns and overhauling technology. • Implemented Web-based project management tracking and reporting to inform clients of progress in real time, ensuring on-demand reporting. • Companies I worked with: CloudCrowding LLC, Dr. Fischer Pharmaceuticals Ltd., Mimonis LLC. Show less



Prowork Designs

• United States
• Graphic Design

• Owner and Operator

  • Mar 2010 - Mar 2014

  www.ProworkDesigns.com As the founder of Prowork Designs, I initially had to build the company from the ground up. That included creating all the graphics, layouts, web pages, logos, and branding. As well as generating all of our original clients. The design aspect has recently been delegated down, but all final web and graphic decisions are still finalized by myself. • Founded a small web development company with a wide range of services, with a focus on personal and professional branding in the social media… Show more As the founder of Prowork Designs, I initially had to build the company from the ground up. That included creating all the graphics, layouts, web pages, logos, and branding. As well as generating all of our original clients. The design aspect has recently been delegated down, but all final web and graphic decisions are still finalized by myself. • Founded a small web development company with a wide range of services, with a focus on personal and professional branding in the social media space. • Designed, launched, and now maintain a media rich e-commerce web domain with over 100 projects completed. • Developed a team of five highly qualified personnel, capable of supporting multiple and varied projects through to successful completion. • Honed the team into a highly motivated, self-managed unit through fair commission development tasks, one on one meetings, and big picture goal setting. Show less



Moville Mortgage & Finance

• Financial Services
• 1 - 100 Employee

• Intern – Real Estate Analyst

  • Jun 2012 - Sep 2012

  Jerusalem, Israel ● Assisted in the development of an Israeli specific Loan Origination System as well as a technology platform for managing and analyzing mortgage and mortgage backed assets. ● Designed, developed and implemented new online data capturing strategies, increasing new leads by 50%. ● Built and managed successful client relationships with local lenders and borrowers.



Eastern Union Funding

• United States
• Banking
• 1 - 100 Employee

• Intern – Real Estate Broker

  • Nov 2010 - Feb 2011

  New Brunswick, NJ ● Acted as an intermediary in negotiations between clients and lenders, maintaining relationships with multiple savings banks, insurance companies and institutional lenders nationwide. ● Brought in and helped close a $1,000,000 loan for the refinance of a 12,000 SF commercial property in Brooklyn, NY. ● Utilized cold calling, sales networks, telemarketing, and advertising to help gather buyers, sellers, and financiers.



LargestNetworkingParty.com

• Director – Web Development

  • Jun 2009 - Oct 2009

  ● Responsible for maintenance and development of websites and online management systems requested by the Middlesex County Regional Chamber of Commerce. ● Designed web portals facilitating and coordinating massive networking events. The largest having over a thousand attendees, hundreds of exhibitors, and sponsors including: The Star-Ledger, Provident Bank, Berkley College, Robert Wood Johnson, and NJBIZ. ● Directed online communication between participating businesses, mandated the… Show more ● Responsible for maintenance and development of websites and online management systems requested by the Middlesex County Regional Chamber of Commerce. ● Designed web portals facilitating and coordinating massive networking events. The largest having over a thousand attendees, hundreds of exhibitors, and sponsors including: The Star-Ledger, Provident Bank, Berkley College, Robert Wood Johnson, and NJBIZ. ● Directed online communication between participating businesses, mandated the informational web presence of sponsors and exhibitors, and maintained any financial e-commerce. Show less



Middlesex County Regional Chamber of Commerce

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

• Intern – Marketing Events Coordinator Assistant

  • Jun 2009 - Sep 2009

  ● Assisted the Events Coordinator at the Chamber of Commerce plan, market, and execute events, including The Largest Networking Party with over 1,000 attendees. ● Updated and maintained member databases, facilitated member specific projects, and lead research of competitive Chamber structures and due systems. ● Participated in running the office and its day to day requirements: including answering calls, working with members, and aiding coworkers in numerous general fields.



Middlesex County Office of Economic Development

• Intern – Business, Real Estate, and Public Works Liaison

  • Jun 2009 - Sep 2009

  ● Worked directly with the department head as an intermediary between business, government, and other organizations that have an impact on both state and local economic development. ● Helped manage government property, checked and priced building plans, and estimated various high budget projects and program costs. ● Renovated, updated, and maintained extremely old databases, aided in the graphic redesign of county informative materials, and abetted day to day interpersonal office… Show more ● Worked directly with the department head as an intermediary between business, government, and other organizations that have an impact on both state and local economic development. ● Helped manage government property, checked and priced building plans, and estimated various high budget projects and program costs. ● Renovated, updated, and maintained extremely old databases, aided in the graphic redesign of county informative materials, and abetted day to day interpersonal office operations. Show less