Business Development Manager

• Nov 2021 - Present

Consultant

• Mar 2020 - Jul 2020

- Top 25 Global Asset Manager - CRM Review, Future State Design, and Salesforce Implementation - Engaged with the business from initial CRM analysis and requirements gathering through to the completion of a successful implementation. Conducted discovery interviews to document future state requirements, transformed requirements into elaborated user stories, assigned stories to developers and managed the completion of work.

Analyst

• Aug 2018 - Mar 2020

- Global Asset Manager - CRM Analysis and Future State Design - Assessed current CRM capabilities and gathered business requirements for the future state platform. Performed due diligence on two CRM solutions and provided a recommendation based on cost analysis and satisfaction of documented requirements. Following this engagement, Alpha was contracted to complete a multi-year, global Salesforce implementation across all business units.- Top 10 Global Asset Manager – Client Reporting Strategic Review – Supported a comprehensive review of Global Client Reporting across multiple business units. Engagement focused on Data Management, Operating Model Design and Future State Solution Architecture.- Top 10 Global Asset Manager – Client Communications Review – Assessed client touchpoints and internal technology across the client communications lifecycle for the APAC, EMEA & NA regions. Delivered a future state system architecture and operating model to reduce redundant manual work and enhance the overall client experience.- Global Custody Bank – Data & Digital Service Pricing Strategy ​- Supported an initiative to develop a Pricing & Distribution strategy for a proprietary Data Management & Outsourcing product - Global Financial Solutions Provider – M&A Due Diligence – Supported a comprehensive assessment of two acquisition targets for a financial solutions provider with $4+ billion in revenue

Admission Fellow

• Sep 2016 - May 2018

- Interviewed prospective students and provided reports to the counselors who review applications- Promoted Babson College through presentations to large groups of visitors on campus for tours, open houses, admitted student events, etc. Experience speaking in front of 800+ people - Interviewed prospective students and provided reports to the counselors who review applications- Promoted Babson College through presentations to large groups of visitors on campus for tours, open houses, admitted student events, etc. Experience speaking in front of 800+ people

General Manager

• Jun 2014 - Aug 2016

- Seasonal summer job- Supported the transition of a rooftop miniature golf course into an open air rooftop restaurant- Held roles as a prep chef, dishwasher, bus boy, food runner and server before being promoted to the sole Manager- As the sole Manager, handled scheduling for all servers, bussers, food runners, hosts and expeditors. Reordered inventory (excluding food), and oversaw all daily operations. Maintained and repaired restaurant as necessary. Handled daily cash revenue of 3000-5000 dollars. - Instituted an inventory management system. Developed and deployed marketing campaigns.

Sales Associate

• Aug 2009 - Aug 2013

- Seasonal summer job- Handled monthly revenues of 25,000 dollars. Performed daily course upkeep - Seasonal summer job- Handled monthly revenues of 25,000 dollars. Performed daily course upkeep