Family Office Technology Consultant

• Dec 2022 - Present

Operations Manager

• Jul 2022 - Dec 2022

Senior Implementation Consultant

• Jul 2017 - Jul 2022

* Worked directly with clients to develop detailed understanding of their accounting and investment operations * Consulted with clients to tailor software to accounting needs throughout multi-month implementation projects * Resolved client inquiries into product functionality and general accounting principles, effectively identify and communicate solutions quickly * Maintained communication with clients while converting their data into SEI Archway software through client site visits, conference calls and e-mail * Provided training and support to clients as they begin to actively use software for their accounting and reporting operations * Collaborated with internal partners and teams in Client Relations, software design and development to communicate client requirements * Performed system testing and analysis using support ticketing system, inputting and monitoring tickets for bug fixes and system enhancements * Leveraged advances MS Excel skills to perform data analysis and conversion of client records for uploading into software Show less

Associate Director of Network Office Supervision

• Feb 2017 - Jun 2017

Director of Centralized Financial Security

• Jun 2015 - Feb 2017

Associate Director of Network Office Supervision

• Jan 2014 - Jun 2015

Financial Services Representative

• Nov 2006 - Dec 2013

- Advanced educational specialist in multiple customer facing software applications (trading and account management software) - Lead over 5 educational training sessions for newly hired client trading specialists and banking specialist to deepen productivity and proficiencies in customer relationship management software and client facing software and web based applications - Chosen to represent the firm as a client issue resolution manager, in the highest point of customer complaint/issue resolution in the firm. - Excel in resolving difficult issues for clients through follow-through and accountability - Advanced in risk management strategy assessment and development - Advanced skills in educating clients in highly active trading strategies and risk analysis/management - Lead peers and team mangers in client issue resolution processes and strategies - Designed and implemented a new training sessions for regional teams to leverage employee effectiveness and empowerment levels resulting in increase in client satisfaction and lower cost of resolution to firm Show less

Financial Advisor (began as an intern in 2005)

• May 2006 - Nov 2006

- Designed a multi-line Financial Practice (Annuities, Insurance and Mutual Fund Portfolios) - Proficiency in financial advice software for research and plan development/implementation - Enhanced active listening and needs-based dialog skills to communicate financial principles effectively, with clients from a vast array of backgrounds, career fields, and ages - Implemented financial solutions for specific needs to develop markets for personal practice - Designed a multi-line Financial Practice (Annuities, Insurance and Mutual Fund Portfolios) - Proficiency in financial advice software for research and plan development/implementation - Enhanced active listening and needs-based dialog skills to communicate financial principles effectively, with clients from a vast array of backgrounds, career fields, and ages - Implemented financial solutions for specific needs to develop markets for personal practice

Management Trainee

• Oct 2005 - Jan 2006

- Observed row crop and forage vertically integrated production and management - Developed working knowledge of product selection, pricing, logistics and customer service principles - Observed business management decision process and created weekly status report - Demonstrated ability to implement multiple proprietary software tools for managing customer relationships - Documented and observed key activities and strategies of separate business units and inter-company transactions - Observed row crop and forage vertically integrated production and management - Developed working knowledge of product selection, pricing, logistics and customer service principles - Observed business management decision process and created weekly status report - Demonstrated ability to implement multiple proprietary software tools for managing customer relationships - Documented and observed key activities and strategies of separate business units and inter-company transactions

Senior Board Director

• Jan 2003 - Jan 2005

- 2002-‘03 Business Senior Board Chairman, - Managed over $60,000 of gross revenue and expenses - Delegated critical responsibilities to a three person sub-committee for on-time completion - Interviewed/selected/placed applicants to appropriate sub-committee based on skill level - Oversaw the distribution of scholarship funds based on interviews and merit - 2003-‘05 Race Senior Board Chairman - Directed over 55 teams of 5-8 members throughout the pre-race season - Organized the revision of a comprehensive race rule packet using university resources - Interviewed and selected sub-committee applicants - Interviewed and selected Scholarship and Ambassador Show less

Operations Intern

• May 2003 - Aug 2003

- Excelled in warehouse management systems and inventory efficiency refinement - Exposure to production processes beginning with raw materials through end product development - Assisted in operation of necessary equipment: fertilizers, sprayers, planters, etc. - Gained unique perspective and understanding of hybrid seed production facility - Comprehensive exposure to production, supply chain, and end-product distribution channels - Excelled in warehouse management systems and inventory efficiency refinement - Exposure to production processes beginning with raw materials through end product development - Assisted in operation of necessary equipment: fertilizers, sprayers, planters, etc. - Gained unique perspective and understanding of hybrid seed production facility - Comprehensive exposure to production, supply chain, and end-product distribution channels