Senior Account Management Associate

• Aug 2022 - Present

Aladdin Relationship Manager

• Jan 2021 - Aug 2022

- Configures and supports the investment suite of tools across various functions, including portfolio management, trading, operations, compliance, and regulatory reporting.- Manages the relationship of three insurance/bank clients with over $100 billion AUM, collaborating with senior management as their day-to-day contact- Implements the usage of new Aladdin workflows, promoting best practices across the platform and tool offerings, and encouraging further product adoption- Acts in consultative capacity, understanding client’s business objectives and helping to solve business needs by leveraging technology and identifying sales opportunities- Coordinates with Client Services, Product Managers, and Developers to deploy new functionality to address clients’ specific needs and investment strategies

Aladdin Client Services Analyst

• Jul 2018 - Dec 2020

- Quickly and accurately provided solutions to complex technical and compliance issues, including investigating guidelines, querying databases with SQL, and coding solutions for 100+ organizations- Communicated directly with leaders of compliance at large financial institutions to efficiently and accurately implement both client and regulatory investment guidelines- Analyzed client inquiry data in excel in order to get valuable insights into the clients’ experience and improve their interactions with our team as well as their usage of our tools- Created new workflows within compliance tools to monitor guidelines more efficiently and effectively

Summer Analyst

• Jun 2017 - Aug 2017

- Gathered user requirements and developed an interactive dashboard in Tableau for TDAI products- Created filters, parameters and calculated sets for dashboards within Tableau- Built SQL queries for data analysis and extraction - Gathered user requirements and developed an interactive dashboard in Tableau for TDAI products- Created filters, parameters and calculated sets for dashboards within Tableau- Built SQL queries for data analysis and extraction

Business Analyst/Project Manager Intern

• May 2016 - Aug 2016

- Improved a development team’s transition from waterfall to agile methodology by incorporating interactive whiteboard technology- Automated weekly reporting for Project Managers’ by researching and implementing Clarity reporting tools- Coordinated Project Mangers budget for 100+ projects, including estimations for team resources and hardware- Gained experience in business analyst’s methodology and documentation process - Improved a development team’s transition from waterfall to agile methodology by incorporating interactive whiteboard technology- Automated weekly reporting for Project Managers’ by researching and implementing Clarity reporting tools- Coordinated Project Mangers budget for 100+ projects, including estimations for team resources and hardware- Gained experience in business analyst’s methodology and documentation process

Researcher

• Jun 2015 - Aug 2015

This position consists of assisting in compiling and analyzing trends in Frederick Winslow Taylor's correspondences to be presented at the Taylor's World Conference at Stevens Institute of Technology. This position consists of assisting in compiling and analyzing trends in Frederick Winslow Taylor's correspondences to be presented at the Taylor's World Conference at Stevens Institute of Technology.

Sales Associate

• Jun 2011 - Aug 2015

This is summer employment includes:• Opening and closing the business• Checking and selling badges• Performing excellent customer service This is summer employment includes:• Opening and closing the business• Checking and selling badges• Performing excellent customer service