Experience

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  Axis Group

  • Solutions Director

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  Axis Group

  • United States
  • Information Technology & Services
  • 200 - 300 Employee

  • Senior Customer Success Manager

    • Dec 2022 - Present

    As a Senior Customer Success Manager, I am responsible for managing the sales and service relationship for 60 + mid-market customers for Axis Group. My role is to ensure success along the customer’s data and analytics journey by connecting them to our offerings including managed services and pipeline observability, software sales, BI migrations, business process improvement engagements, data management initiatives, and analytics solutions. My goal is to enable my clients to draw insights from their data that will improve their businesses. I have spent the past 7 years partnering with my clients to help them find the right tools and services to modernize, consolidate and optimize their analytics platforms. As the data and analytics landscape rapidly changes, I look forward to continuing on this journey with my clients and tackling the challenges that lie ahead.

  • Engagement Manager

    • May 2016 - Present

    In this position, I direct the interaction between our sales division, our developers and our clients to ensure the successful implementation of our data and analytics solutions. The emphasis of our solutions is on delivering business value through easy access to better information. My focus will be to provide oversight to all inputs and deliverables in the delivery process of solutions. These solutions include managed services for BI platforms as well as data and analytics initiatives. In this role, I completed a gap analysis and successful SOC2 type II audit for Axis Group. In addition, I serve as the HIPAA privacy compliance officer and in this role, completed a HIPAA gap analysis and wrote the HIPAA privacy and security policy for Axis Core Services to ensure that this team was fully compliant.Axis Group partners with several BI vendors to provide innovative business solutions utilizing QlikView, Qlik Sense, Qlik Cloud, Power BI, Thoughtspot and other data and analytics products. We have a strong focus on solving data access and visibility challenges to help businesses become data literate. We leverage BI tools to deliver powerful new visualizations and analytic reporting capabilities that can provide tremendous value to the business.Finally in this role, I served as our software customer advocate, managing over $10,000,000 in annual software revenue and ensuring that our customers received the service and support required to be successful.

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  Self Employed

  • Clinton, NJ

  • Philanthropist

    • 1986 - Present
    • Clinton, NJ

    Director for Team Fox event called Jim's Jog - 5K to benefit the Michael J. Fox Foundation and Team Fox. Annual Event held at Spruce Run Recreation Area in Clinton, NJ in early September. This year the event will be held on September 19, 2015. Please visit www.jimsjog.com.

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  Credit Suisse

  • 11 Madison Avenue NY, NY 10010

  • Intern Real Returns Program

    • Feb 2016 - May 2016
    • 11 Madison Avenue NY, NY 10010

    Credit Suisse has established an initiative called Real Returns, which is designed to re-engage talented professionals and help facilitate their transition back into the workforce. Real Returns is a paid employment initiative that runs for approximately 11 weeks, and will enable me to work on projects that match my past business experience, expertise, interests, and abilities.The initiative will provide me with the opportunity to:• Participate in a series of training/orientation modules to acclimate myself back into the work environment • Upgrade my technology skills • Attend workshops to enhance my presentation and networking skills • Receive updates on business and regulatory changes in the financial services industry • Be paired with a mentor who will be there to advise before, during and after the program • Receive support throughout the program to ensure that I have a successful experience.

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  Ernst & Young

  • Greater New York City Area

  • Senior Manager

    • 1989 - 1997
    • Greater New York City Area

    • Provided business and technical consulting services to many national and global fortune 500 companies, across several different industries, including entertainment, education, finance, life insurance, industrial and pharmaceutical.• Managed the complete project lifecycle for a diverse group of systems from project definition through development, implementation and rollout. Worked with CFOs and Controllers as well as technical developers to streamline the collection, consolidation and reporting of financial results. Created design documents to confirm requirements with high level management. Developed project work plan and directed team in requirements gathering, presentation of future state design, report writing, system development and implementation, system test, data conversion, reconciliation, training and user procedures. Prepared, scheduled and conducted system rollout.• Coached senior management in the installation and practical application of the Ernst & Young Fusion Methodology across many “Year 2000” conversion efforts. Directed project management, developed complex project work plans, and taught and presented Ernst & Young project management techniques and CASE tool applications.• Selected for position of “Methodology Coach” in Ernst & Young’s New York Office. Supported methodology needs of over 250 client serving personnel. Developed proposals, client presentations and system design documents in response to RFPs. • Team leader at Deutsche Bank for two year international project located in Frankfurt, Germany. Designed and implemented the foreign exchange portion of a multilingual/multicurrency trading system. Team effort overseas culminated in the pilot launch of the system. The system was developed using CASE tool technology. Managed a team in defining project scope, estimating deliverables and conducting analysis. Developed templates and taught team members to use CASE tool development methodology.

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  Merrill Lynch

  • Princeton, NJ and New York, New York

  • Senior Programmer Analyst

    • Jun 1986 - Sep 1989
    • Princeton, NJ and New York, New York

    • Analyzed, designed and implemented several FOCUS databases and menu-driven reporting systems. Conducted requirements definition with executives and created centralized database that allowed for extensive ad-hoc reporting and fast and flexible data maintenance and retrieval. Reports simplified complex financial trends for high-level management, enabling better decision-making. Conducted user training, technical phone support and created user’s manual. • Defined user needs for a Quality Assurance system. Designed consolidated database and reporting system from fragmented data located throughout the company.• Developed an automated budgeting system for over 80 home offices using a combination of databases, reporting languages and transfer utilities.