Experience

Alter Domus

• Luxembourg
• Financial Services
• 700 & Above Employee

• Implementation Team Manager

  • Jan 2021 - Present

  Chicago, Illinois, United States

• Associate Director, Senior Implementation Project Manager

  • Mar 2020 - Jan 2021

  Chicago, Illinois, United States

• Sr. Implementation Manager

  • Nov 2017 - Mar 2020

  Chicago, IL



Envestnet, Inc

• United States
• Financial Services
• 700 & Above Employee

• Associate Vice President, Relationship Manager/Project Manager

  • Apr 2014 - Sep 2016

  Chicago, IL My role was to deepen client relationships by assessing their current situation and to provide the tools and resources needed to achieve their goals, streamline their business and grow assets. By deepen relationships this enable me to engage in contract negotiations for upsells and contract renewals. The other side of my role was to be project manager for a two year complex implementation setting up two enterprises. I successfully supervised the internal teams, solved problems and met… Show more My role was to deepen client relationships by assessing their current situation and to provide the tools and resources needed to achieve their goals, streamline their business and grow assets. By deepen relationships this enable me to engage in contract negotiations for upsells and contract renewals. The other side of my role was to be project manager for a two year complex implementation setting up two enterprises. I successfully supervised the internal teams, solved problems and met challenging goals while working effectively with the client and colleagues at diverse levels. The end result was that both enterprises were implemented on two products and numerous development projects to the client’s approval and on target.

• Project Manager

  • Sep 2012 - Apr 2014

  Chicago, IL I engaged with advisors to define and achieve project objectives. As the single point of contact for the client, I communicated weekly with Envestnet resources to ensure crucial details of upcoming events in project cycle were on target. Partnered with Envestnet stakeholders and clients to ensure a successful transition. I contributed thought leadership to continuously strive to enhance the project management process and client onboarding experience.



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Business Development Sales Support Team Lead

  • Feb 2004 - Sep 2012

  Chicago, IL I facilitated the onboarding process and activities of existing clients and new advisors to achieve sales growth goals in the territory. An integral part of the process was to provide existing clients and new financial advisors with access to resources, sophisticated tools and wealth-management services to help grow their businesses.

• Relationship Management Sales Support

  • Feb 2004 - Dec 2011

  Chicago, IL I supported the sales process and activities to achieve sales goals in the region. I provided financial advisors with access to sophisticated tools and wealth-management services to help grow their businesses. I acted in a key role as a secondary contact for Business Development Officers, Senior Relationship Managers and Managing Directors.



Geneva Advisors

• Financial Services
• 1 - 100 Employee

• MIS | Client Services | Trader

  • Jul 2002 - Feb 2004

  Chicago, IL I contributed to the growth and development of new RIA firm through multiple roles. I managed the technology tools, filled in as secondary trader and provided personal client service to key client relationships.