Experience

JIFFY.ai

• United States
• Software Development
• 100 - 200 Employee

• Senior Client Partner

  • Oct 2021 - Present



Vertical Management Systems (VMS)

• United States
• Financial Services
• 1 - 100 Employee

• Client Implementation Project Manager

  • Jan 2018 - Sep 2021



Reliance Trust Company an FIS Company

• United States
• Financial Services
• 100 - 200 Employee

• Senior Operations Manager

  • Oct 2015 - Dec 2017



WennSoft

• United States
• Software Development
• 1 - 100 Employee

• Product Manager

  • Sep 2013 - May 2015

  Product development • Acted as focal point for new feature development by working directly with customers and staff to refine product direction. • Managed the product roadmap prioritization process through customer advisory groups, product suggestions, internal sales focused teams and market research. • Collaborated with business analysts on new functional requirements. • Provided pre-release readiness communication across teams to ensure awareness of new or updated functionality available. • Managed committed and proposed development lists across several modules and development implementation cycles. • Influenced and coordinated with all teams at WennSoft to meet or exceed scheduled deliveries. • Collaborated with development leads to determine technology direction and improved functionality for the product line. Messaging and Communication • Created product announcements by audience (internal, market, customers, and partners). • Provided product updates for the quarterly customer newsletter. • Created ‘What’s New’ documents for each release and provided availability to the various audiences. • Created presentations for various audiences to share information related to new features and product direction. • Provided product specific information to marketing to create new or update existing collateral material. Reviewed and edited all customer product specific materials. • Presented strategic direction and vision of development plan to management, partners and customers in writing and through events. Show less



SunGard Financial Systems - now part of FIS

• United States
• IT Services and IT Consulting
• 400 - 500 Employee

• Product Manager/ Account Manager

  • Aug 2007 - Aug 2013

  • Managed the overall product, authorize and make changes to the product according to customer business needs and market demands. • Provided business analysis and write requirements for new features and enhancement requests to keep the products current and usable according to changing client requirements. • Collaborated with Software Development Manager and Quality Assurance (QA) Manager weekly to ensure product is developed and delivered according to targeted release deadlines. • Prioritized tasks for releases, making sure hours and availability are balanced between development and QA. • Responsible for new customer implementations and/or customer conversions from start to finish. • Project Management of large development /research projects. • Managed client relationships, meet weekly with high profile clients, and provide quarterly presentations as needed and periodic onsite visits. • Completed contract review and analysis, work with sales on fee/pricing negotiations, contract extensions and obtaining new business. • Created Statement of Works (SOW) for customer funded enhancements. • Worked with Legal on amendments for additional customer services, extensions or SOW’s. • Assisted in completion of Requests for Information (RFI) to prospective new customers. • Performed product demonstrations for prospective customers. • Provided and create training for customers. • Documented system functionality, maintenance, support and product overviews including: User Guides, Product descriptions, release documentation, daily processing guides and customer support documents. • Planned, lead and managed customer User Group meetings to include any sub-committee working groups. Show less



Alerus

• United States
• Financial Services
• 400 - 500 Employee

• Trust Opearations and Retirement Operations Manager

  • Nov 1996 - Aug 2007

  • Built project plans and managed large projects to completion. • Implemented new software systems (Performance Reporting and Daily Valuation).• Managed data conversions following acquisitions.• Successfully managed several platform to platform and system to system software conversions of Trust and Employee benefit systems.• Managed all Trust and Retirement operations vendor relationships.• Negotiated agreements with third-party software and service providers.• Managed the day to day operations of Trust and Investment processing on Addvantage Trust System.• Managed the trading, settlement and processing of income for over 5 billion in assets across 800 mutual funds using Omni and Omni Trade/SGN.• Created project plans for testing and implementation of software upgrades and releases.• Created and implementation of disaster recovery and business continuity plans.• Developed performance plans for each team member.• Evaluated training needs and coordinated required training.• Designed job descriptions, determined hiring needs, interview and hire staff.• Coached and mentored staff members through observation and feedback.• Lead successful, productive teams toward a common goal.• Designed new processes and reengineered existing processes to increase efficiencies by working with other teams to build automation where possible. Show less

• Sr Trust Operations Specialist, Security Movement and Control

  • Jan 1994 - Nov 1996

  • Fixed and Equity trade settlement and cash movement. • Processed and settled mutual fund trades.• Coordinate and process trades for outside money managers.• Common and Collective Fund valuations.• Tax reporting for trust accounts.• Account valuations.• Account transfers to/from other financial institutions.• Processed corporate actions. • Monthly account performance calculations.• Setup and rebalancing of account investment models.

• Trust Operations Specialist

  • Oct 1992 - Feb 1994

  • Processed maturity and coupon payments for corporate bonds.• Registration and issuance of Alerus Financial stock and corporate bonds.• Processed stock dividend payments.