Experience

Allvue Systems
• United States
• Software Development
• 400 - 500 Employee
• Implementation Specialist

  • Jul 2022 - Present


PHP Agency, Inc.

• United States
• Financial Services
• 700 & Above Employee

• Life Insurance Specialist

  • Apr 2020 - Jul 2022

  • Direct consumer sales, build an active database, and perform account management. • Offer strong customer service through understandable explanation of policy coverages. • Maintain a regular follow-up schedule with each active client. • Train new insurance sales representatives hired by the company. • Assist in developing marketing materials for group presentations. • Explain terms and conditions of policies to customers inquiring about life insurance and annuity plans. • Assist clients in all necessary paperwork for signing up for a policy as well as making claims. • Resolve customer concerns and review existing policies to determine whether changes need to occur. Show less



Llanos Group Inc.

• Senior Business Consultant

  • Oct 2017 - Mar 2020

  Advised investment managers – hedge funds, private equity, institutional – improve their operational efficiencies, controls and capabilities through the use of technology. Selected Contributions: • Offered a full spectrum of business advisory, system implementation and proprietary development services. • Provided clients with tactical and strategic solutions to enhance their operational infrastructure. Advised investment managers – hedge funds, private equity, institutional – improve their operational efficiencies, controls and capabilities through the use of technology. Selected Contributions: • Offered a full spectrum of business advisory, system implementation and proprietary development services. • Provided clients with tactical and strategic solutions to enhance their operational infrastructure.



AlphaPipe

• United States
• Financial Services
• 1 - 100 Employee

• Implementation Lead

  • Feb 2018 - Aug 2018

  • Lead and grew client implementation efforts. • Efficiently managed growth while maintaining quality control in cooperation with global sales, operations and engineering teams. • Successfully managed periodic investment manager data such as qualitative information, performance reports, risk statistics, and compliance attestations. • Implemented and customized AlphaPipe software in the Private Investment industry across multiple clients. • Provided client, investors and investment managers, customer service resolving issues and creating solutions. • Offered support on all incoming correspondence from multiple stakeholders. Show less



eFront

• France
• Software Development
• 1 - 100 Employee

• Business Consultant

  • Aug 2015 - Nov 2016

  Cultivated and maintained relationships with clients in order to provide exceptional consulting services for a multitude of Efront software implementations. Anticipated client needs, analyzed and documented system requirements and shortfalls, made recommendations, and facilitated changes. Collaborated with internal partners to build an efficient, customer centric process. Partnered with clients to monitor portfolio performance and ensure data integrity through system enhancements. Selected Contributions: • Successfully managed the conversion of client funds by capturing and communicating business requirements and then auditing the transactions to determine the impact on both individual and quarterly statements. • Designed new workflow processes within Efront’s investment software in order to minimize risk for clients as well as enhance financing and operational activities. Show less



State Street

• United States
• Financial Services
• 700 & Above Employee

• Private Equity Fund Administration Manager, Assistant Vice President

  • Dec 2013 - Feb 2015

  Managed staff Accountants as well as the Accounting Governance team. Worked to ensure team compliance with pertinent legal processes/documents and audited cash, accruals, and fund reconciliation. Designed and executed multiple process improvements derived from a refined, more efficient workflow. Worked to establish new, and to foster old relationships with clients, their staff, and other investment professionals. Selected Contributions: • Successfully managed a client data conversion from project birth through completion. This included taking ownership of those client funds, managing their operations, and working directly with the client to efficiently address all questions and concerns. • Worked as a member of the governance group to integrate all Street Funds into a single Investran model in order to maintain a standardized accounting platform. Show less



SunGard - now part of FIS

• United States
• Information Technology & Services
• 700 & Above Employee

• Lead Senior Consultant – Alternative Investments/Private Equity/Investran

  • Apr 2004 - Jun 2013

  Oversaw the addition of new Private Equity Accounts, collaborated on multiple new software implementations, and served as the internal expert on the Investran software suite. Mentored new analysts to ensure their success, affirmed best practices were followed, and led multiple new client implementation projects. Selected Contributions: • Served as an internal and external liaison for Investran, Sungard’s private equity software. Responsible for communicating its value and function to clients through training while also selling its attributes to developers in order to expedite deliverables. • Provided outstanding customer service by researching, analyzing and reviewing client data in order to produce ad-hoc reporting and above average quality assurance Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Senior Accountant – Mutual Fund Accounting and Administration

  • Oct 1998 - Mar 2004

  Communicated directly with clients on a daily basis using domestic and offshore transfer agents, analyzed stock activity, and prepared and processed all trades. Responsible for calculating the Net Asset Value (NAV) of portfolios as well as completing regular NAV analyses related to volatile securities and future contracts. Prepared multiple reconciliations on a monthly basis including Trial Balance and Capital Stock. Selected Contribution: • Completed a regular detailed analysis of dividend payments and validated the individual tax treaties for offshore accounts in order to determine withholdings. Show less