Experience

Relcu
• United States
• Financial Services
• 1 - 100 Employee
• Customer Success

  • May 2023 - Present


SDP Solutions, LLC

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

• Senior Vice President Consulting and Solutions Engineering

  • Aug 2022 - May 2023

• Principal Consultant & Solutions Engineer

  • May 2021 - Aug 2022



Ellie Mae

• Canada
• Retail Apparel and Fashion
• 1 - 100 Employee

• Senior Solutions Engineer

  • Nov 2017 - May 2021

• Senior Solutions Engineer

  • Jan 2007 - May 2021



Velocify

• United States

• Solutions Engineer

  • Apr 2012 - May 2021

• Manager Client Services

  • May 2011 - Apr 2012

  Promoted from a Client Success Manager (described below) to Manage a team of 4 Client Success Managers, while continuing to manage some of the largest clients personally. #1 expert on the software’s capabilities and limitations, as leveraged by all other teams in the company including Sales, Marketing, Product Development, Engineering and Executives

• Client Success Manager

  • Jan 2007 - Apr 2012

  Strategic consulting, revolving mostly around the Leads360 Sales Lead Management Web Based Software. Work with Enterprise level clients to implement best practices and internal strategies.



Gate Gourmet

• Switzerland
• Airlines and Aviation
• 700 & Above Employee

• Data Administrator

  • Aug 2006 - Jan 2007

  Use Microsoft Excel and Access to create electronic menus for costing and supply management. Special food yielding expert, using math and formulas to mainstream new processes. Minor experiences with SAP, including introductory training. Use Microsoft Excel and Access to create electronic menus for costing and supply management. Special food yielding expert, using math and formulas to mainstream new processes. Minor experiences with SAP, including introductory training.



Renewal by Andersen at The Window Place

• Business Development Coordinator / Salesperson

  • Sep 2005 - Jul 2006

  Build relationships with community associations. Events and Promotions new employee training. Work at Home and Garden shows and other events as an exhibitor. Departmental technology, such as payroll and other data related work. Build relationships with community associations. Events and Promotions new employee training. Work at Home and Garden shows and other events as an exhibitor. Departmental technology, such as payroll and other data related work.



Jewish Primary Day School of the Nation's Capital

• Education Administration Programs
• 1 - 100 Employee

• Physical Education AND Enrichment Math Teacher

  • Aug 2004 - Aug 2005

  Taught elementary school students the value of physical activity while stressing teamwork and communication. Put together curriculum for both physical education and math. Worked with staff on scheduling on a daily basis. Taught elementary school students the value of physical activity while stressing teamwork and communication. Put together curriculum for both physical education and math. Worked with staff on scheduling on a daily basis.



Towers Watson

• Spain
• Business Consulting and Services

• Analyst – Retirement Practice

  • Sep 2002 - Sep 2003

  Analyzed pension valuations for clients: collected and evaluated data; determined plan liabilities; reconciled plan assets and formulated funding requirements. Provided financial support for pension services: benefit calculations; review of plan documents and compliance; preparation of benefit statements. Analyzed pension valuations for clients: collected and evaluated data; determined plan liabilities; reconciled plan assets and formulated funding requirements. Provided financial support for pension services: benefit calculations; review of plan documents and compliance; preparation of benefit statements.