Experience

CaseWorthy, Inc.

• United States
• Software Development
• 1 - 100 Employee

• Systems Analyst Manager

  • Jun 2020 - Present

• Analyst Team Lead

  • Apr 2019 - Jun 2020

  Provo, Utah Area

• Senior Systems Analyst

  • Nov 2018 - Apr 2019

• Systems Analyst

  • Mar 2018 - Nov 2018

• Senior Implementation Specialist

  • Oct 2014 - Mar 2018



HRN Management

• Implementation/Project Manager

  • Jul 2010 - Oct 2014

  Developed new implementation process. Managed implementation projects of all high value clients. Created and delivered customized training for key client staff members. Worked with software development to identify and prioritize key improvements to product.



Optioneer Trading

• Client Training Manager

  • 2009 - 2010

  Wrote courses to help new clients understand trading system and philosophy. Used Excel to study affects of training procedures and client trading results. Presented training courses and provided one on one mentoring to 20 clients a week.



Strikepoint Trading

• Options Broker/Account Manager

  • 2004 - 2008

  Managed over $8,000,000 in client assets and generated over $1,000,000 in commissions per year. Developed personal relationships with clients to produce new leads. Successfully presented/sold company products and services at company training seminars.