Abby Davis Email & Phone Number

Malvern PA

• Perform annual reviews and conduct performance management discussions with two direct reports. First Line Client Escalation Point. Monitor quality of work to ensure that services and solutions delivered meet business.
• Attend Industry Conferences and prepare/facilitate presentations demonstrating system functionality and resources
• Manage the transition of code deployment from Test to Production environments
• Manage and maintain Priority List for Development team defects
• Point Business Analyst for Product Management
• Technical responsibilities include problem identification, system architecture definition, hardware/software specification and/or design, implementation, client training, issue resolution and solution deployment

Malvern PA

• Managed four to eight implementations per quarter on various trust accounting systems. Assisted in building Reg 9 Review process. Trained (On-site and/or On-line) client side Users (front, middle and back office) on.
• Trained and mentored other product line service representatives on Investor’sView in order to streamline support for SunGard clients.
• Point Implementation Specialist for High Profile/Sensitive clients
• Manage broker relationships/setup for all clients.
• Assisted product manager with defining the direction of product enhancements and product growth to meet market needs.
• Designed and Tested workflows to be employed by organizations

Malvern PA

• Served as advocate for client and maintained the relationship between Service Team and Development Staff.Responsible for delivering superior client service for the Investor’sView client base. Performed producttrainings.
• Implemented issue tracking system (Customer First) for Investor’sView.
• Provided on-site retrains.
• Formalized quarterly release and documentation for client base.
• Created product documentation for performance interface (First Rate and Greenhill).

• Assisted in system conversions, application training, product installations, set-up and on-going support of mainframe, open architecture and web based products.
• Recognized for resolving client’s technical problems earlier then expected deadline.
• Identified potential cross-selling opportunities resulting in additional revenues.
• Member of team that participated in bi-annual tests that measured performance of Disaster Recovery plans

• Managed 4 Mutual Fund Trading specialists. Trained new employees and assigned job duties to ensure all departmental objectives were properly accomplished
• Managed 18 Mutual Fund Trade Specialists when management restructuring occurred.
• Actively served as on-site support for new bank clients.
• Assisted in training at client site as well as within SEI Private Trust Company (SPTC).
• Created and implemented new settlement process for clients, resulting in a more streamlined and automated process.

• Executed daily money market and mutual fund trade orders. Responsible for daily reconciliation and balancing of accounts as well as the establishment of new accounts as requested by the client
• Complied with federal cash Anti-Money Laundering Patriot Act and executed new wire procedures within SPTC.
• Developed and implemented current Redemption Fee Tracking method used in SPTC in order to comply with 22c-2.

• Prepared and processed all trades received via telephone or transmission by established cut-off times. Maintained and updated shareholder accounts.
• Created first market timing tracking mechanism for SEI mutual funds.
• Monitored suspicious trade activity and determined investors eligibility to stay invested in the fund.