Years of experience: 24

United StatesCustomer Retention SpecialistCustomer Care SpecialistClient Relations SpecialistCustomer Success ManagerCustomer Service

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Josh's Career Path
Investment Compliance Consultant/Business AnalystApr. 2024 -
Present
TillieStar Compliance Solutions, IncInvestment Compliance Consultant/Business Analyst
Primary 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
Vice President Project ManagementApr. 2019 -
Apr. 2024
Northern Trust Asset ServicingVice President Project Management
Chicago, 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 Operati...
Senior Implementation Project ManagerJun. 2017 -
Apr. 2019
eFrontSenior Implementation Project Manager
Greater 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 • Mo...

Josh's Posts

  • How I can help you

    Identify operational efficiencies, manage complex projects, and drive execution across teams. Over 20 years in finance and tech sectors. Extensive asset type knowledge. Versatile roles for stakeholder empathy. Simplify tech for business.

  • People I am looking for

    Seeking collaborations with diverse industries. Flexibility and adaptability to embrace various challenges. Eager to leverage skills and learn continuously.

  • Experience & Cases

    Automated monthly accounting checks, saving 2 FTEs. Developed project management best practices. Established client account management team. Clients: Northern Trust, Charles River, eFront, Thomson Reuters, Trading Technologies.

  • How to contact

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