Associate Vice President (II), Project Management

• Nov 2021 - Present

• Lead a cross-functional team in the deployment of a global data platform; insights used to support future investments and operational improvements • Support selection and implementation of digital asset management platform to help streamline creation and management of marketing and investor relation materials across 9 different companies • Build and manage relationships and engagement with key stakeholders and executives to ensure project support and quick resolution of any concerns Show less

Associate Vice President (I), Project Management

• Dec 2020 - Feb 2022

• Led onboarding of multiple finance teams to automate monthly data loads; reduced month end close process by 15%• Implemented a new CRM with multiple integrations that improved deal tracking and enabled efficient communications across internal and external teams • Led technology and operational strategy development with portfolio company's executive teams and advisor group

Manager, Technical Product Management

• Jul 2019 - Dec 2020

Brought in to assist with the build-out and modernization of products and infrastructure that support Blackstone’s portfolio of real estate companies. Coordinated across C-level and advisory teams to ensure a smooth and successful implementation and integration of multiple types of enterprise applications. o Trusted technology advisor across a spectrum of portfolio companies.o Build and maintain consensus across senior level stakeholder groups throughout projects to ensure support and alignment of the chosen solution and business objectives. o Assist portfolio companies with due diligence of enterprise software based on their requirements and future goals.o Work with third parties to develop and track MSA’s, SOW’s and SLA’s; Lead contracts through negotiation & approval.o Design and supervise the execution of internally-focused and externally-focused change/communications strategy. Show less

Product Manager

• Oct 2018 - Jul 2019

Recruited to manage the development of new products to achieve overall business unit revenue growth. Oversaw a product portfolio that generated $14 million dollars a year and built the strategy, roadmaps, and clear objectives that increased growth and was on track to grow revenue by 14% (YoY growth). Engaged in customer-facing activities, including conferences, presentations, demos, and tradeshows. o Served as an internal product SME and led multiple teams to complete enhancement work; built and enhanced products to support the product strategy. o Played a key role in setting up and increasing the number of vendors/partners; secured contracts to add two new platform partners and served as the main contact for both. o Improved quality and saved time on client set up by leading the team in updating update code to correct mistakes; removed duplicate and redundant processes and procedures. o Achieved market share by attending roadshow events, which helped secure previously stalled deals and created new opportunities to displace the competition. o Built a $1 million dollar plus, pre-qualified sales pipeline by planning and executing five roadshow events in five cities; collaborated with sales to identify clients to invite and worked with the product team to identify topics for presentations; Projected ROI for the roadshow was 2,000%. o Created business cases to support funding requests for larger enhancements; guided the funding requests through the approval process. o Supported a variety of applications architectures from Data/BI (Qlik), SaaS, API's and cloud o Worked across multiple departments to integrate systems after an M&A transaction Show less

Project Manager

• Jan 2017 - Oct 2018

Held multiple positions of increasing scope throughout a 5-year career with the organization. Promoted to Project Manager to lead a multi-million-dollar portfolio and manage the company’s largest client. Led cross-functional teams, coached and trained staff, managed KPIs, and leveraged Agile and Waterfall SDLC methodologies to successfully deliver projects.o Led the long-term remediation efforts for the company’s flagship customer; achieved greater transparency for the client, made considerable improvements to the client relationship, and enabled transparent communication on system improvements and timelines.o Wrote business cases focused on system development and enhancements to increase project and operational effectiveness.o Increased the focus on projects that brought immediate value to the client; cultivated mutual respect between the project team and the firm’s executive decision-makers. Responsible for a portfolio of projects totaling over $12 million dollars a year in spend. o Managed a cross-functional development team of 15 people that comprised: business analysts, developers, and QA staff o Delivered a $70,000 annual combined savings for the business and client by streamlining a bi-monthly report that utilized metrics provided by a survey of participants and identified areas to re-organize and refresh the report.o Served as the Internship Committee Chair, with accountability for filling 15+ positions per year, across the technology and business groups; maintained lower turnover rates for interns hired to full-time positions vs. regular hires. Show less

Conversion Lead

• Nov 2013 - Jan 2017

Supported successful implementations and integrations across multiple wealth management firms by training technical and business teams to ensure a smooth conversion on Day 1. Provided technical review, gap analysis, and implementation for clients utilizing a mobile application. Designed solutions for multi-million-dollar projects that included APIs, real-time data replication, file transmissions (FTP and SFTP) and mainframe. o Gained a full understanding of the client’s direction and helped design a solution to meet business goals.o Collaborated with management teams and client sites to understand gaps, functionality, and ensure a successful conversion/implementation effort.o Improved client onboarding by updating system documentation and process documents.o Turned around a negative client relationship and delivered a successful project by meeting with the client to reset expectations and developing a go-forward plan that benefited both parties.o Led training on file formats, API, file development, technical requirements, vendor and regulatory connections, timings, and system design to technical and business personnel.o Assisted firms with vendor testing and management such as regulatory entities, proxy/prospectus vendors, OMS, and exchanges. Show less

Conversion Associate

• Jun 2012 - Nov 2013

Hired to work directly with clients on selecting products that fit the firm and end-user needs, as well as regulatory requirements. Learned the conversion process, brokerage processing, and supported ongoing/future conversions.o Maintained high levels of client support by working with all appropriate development teams throughout the project.o Streamlined a 3,000+ report list, which increased searchability by multiple variables; leveraged subject matter experts and department heads to consolidate and validate the list.o Reduced errors and increased efficiency in selecting the correct reports by breaking reports down by department and frequency of use.o Assisted firms with vendor testing and management such as regulatory entities, proxy/prospectus vendors, OMS, and exchanges. Show less

President

• May 2011 - Jan 2012

Project Management Intern

• Jun 2010 - Aug 2010