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Work Background
TillieStar Compliance Solutions, IncInvestment Compliance Consultant/Business Analyst
Apr. 2024Primary Business Analyst for client’s compliance rule migration to Charles River Development. Coding and testing of compliance rules and configuring critical business workflows.
Data requirements analysis and management
Northern Trust Asset ServicingVice President Project Management
Apr. 2019 - Apr. 2024Chicago, Illinois, United StatesResponsible for the management and execution of complex, strategic projects requiring coordination between cross-functional teams.
• Developed and implemented best practices for daily and monthly reconciliation of client data • Accountable for managing development initiatives for the bank’s first large, complex asset management client onto our Hedge Fund Services platform • Created an Operations Strategy Project Management framework • Leveraged Microsoft’s Power Platform to automate operational processes and realize efficiencies • Successfully managed software development throughout the entire SDLC for multiple work streams
eFrontSenior Implementation Project Manager
Jun. 2017 - Apr. 2019Greater Chicago Area• Led the execution of complex projects using a combination of Waterfall and Agile methodologies • Analyzed and documented the client’s business requirements • Managed deviations from the project plan and ensured implemented a change management methodology to avoid scope creep • Conducted project meetings, and collaborate with project team members to build consensus on challenging issues • Monitored and controlled projects by actively identifying and resolving project issues and risks
Charles River DevelopmentImplementation Manager/Senior Consultant
Mar. 2014 - Jun. 2017Responsible for all aspects of implementation for the Charles River Investment Management System; managing to client business and technical requirements within the required schedule, scope and budget. Work with clients to develop and manage an implementation plan; define client requirements; configure and tune the application to client business and technical needs; train users; test workflows and resolve any issues before taking the client live.
AccruentProject Manager
Dec. 2012 - Mar. 2014
Thomson ReutersSales Specialist | Investment Focus
Aug. 2011 - Apr. 2012Greater Chicago AreaResponsible for new business development within a defined account territory. Prospect and cold call for new clients to Thomson Reuters and developing new business opportunities within existing customer account relationships by expanding into new strategies and customer groups for a specific customer workflow. Through the deployment of a consultative sales process, accountable for identifying, attracting, qualifying, proposing potential TR solutions, and driving/accelerating sales closings to achieve gross sales targets. Work closely with internal resources in order to optimize selling to assigned accounts. Establish strong relationships with Account Managers, Client Specialists as well as the Regional Business Managers from the Investment Management Division. Maintain a high level of client interaction to achieve the assigned sales target.
Thomson ReutersClient Specialist
Jan. 2005 - Sep. 2011The world's leading source of intelligent information for businesses and professionals. Client Specialist, Investment Focus
Collaborate with internal and external business partners to retain and grow revenue. Manage relationships with end-users and key decision makers. Evaluate customer work flows, information needs and competitive intelligence for account teams and make recommendations for optimizing the customer experience. Incorporate quarterly campaign and retention strategies to grow revenue and maintain existing business. Provide relevant workflow-based training to end-users to ensure credibility amongst clients.
Translate business objectives and user goals into a consultative, holistic approach to client needs, defining the conversation between the user and Thomson Reuters. Assist in the development and implementation of the client sales and support strategy for various functional areas to maximize sales, limit cancellations, and improve customer engagement. Establish and maintain effective, collaborative working relationships with clients, internal business partners, and cross-segment teams.
Integrate quarterly campaign objectives into client interactions to meet timelines and defined targets. Maintain detailed client profiles and communicate crucial field intelligence to account management team on a timely basis.
Consistently exceed assigned quarterly targets. Present Thomson Reuters solutions to C-level executives and key decision makers in a professional and confident manner.
Manage relationships with multiple internal business segments to achieve complex client goals.
Lead monthly communications with global CS colleagues for key accounts.
Morgan StanleyFinancial Advisor
Jan. 2005 - Nov. 2005Manage retirement plans and investable assets for client households and small businesses. Develop comprehensive proposals based on client needs and goals, helping them achieve financial security. Expand book of business via cold-calling and networking techniques. Hold Level 7, 66 and 31 licenses to execute on client goals and manage cross-asset portfolios. Analyzed client's financial situation and risk tolerance, developing a sound financial strategy for income growth and security. Collaborated with various business segments to generate proposals and solve complex client requirements. Met with high net worth individuals to promote Morgan Stanley's strength in financial services. Utilized Financial Goal Analysis and Financial Planning tools to identify ways to help clients achieve their financial goals.
Refco Trading SystemsRisk Manager/IT Support
Aug. 2004 - Jan. 2005Proprietary trading arm of Refco, a financial services company and broker of commodities and futures contracts. Oversaw and managed p/l and market exposure for overnight traders on a nationwide level. Managed server-level issues and connectivity to major exchanges. Provided application support to traders, including CQG, Bloomberg and Trading Technologies. Managed overnight support for all e-trading applications for a global proprietary trading operation with offices in disparate locations.
Managed multiple territories; Montreal.
Oversaw trading activity and managed firm risk for all overnight traders.
Trading Technologies International, Inc.Sr. Account Manager
Jan. 2002 - Jan. 2004Oversaw Account Management team in Chicago office. Delivered pre-sales presentations to C-level execs and key decision makers. • Increased annual revenue by expanding customer base and selling products and services into existing customer sites.
• Instrumental in exceeding sales targets, resulting in the largest ever bonus pool for Sales Account Managers.
• Increased company productivity by creating a time-and-goals tracking system for the Sales Account Managers.
• Wrote training documentation, provided end-user technical and desktop-level support, and performed release testing for system updates.
• Developed and maintained strategic partnerships with key clients and communicated crucial intelligence to upper management.
SCHONFELD SECURITIES LLCIT Manager
Jan. 2000 - Jan. 2002Privately-held trading and investment firm focusing on active trading strategies applied primarily to electronically-traded, liquid equity securities and futures products.; Supported a trading floor of greater than 150 active day traders. Managed the office's internal and external network. Provided application and hardware support to traders. Collaborated with internal business partners to implement office-wide hardware and software upgrades.
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