Allie West Email & Phone Number

San Francisco, Ca, Us

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San Francisco, Ca, Us

Jersey City, New Jersey, Us

As a technology consultant, I helped financial advisors find opportunities to increase scale, reduce cost, and enhance associate and client experiences through effectively leveraging technology.

Berwyn, Pennsylvania, Us

Throughout the Northeast region, I worked with RIA firms to learn more about their businesses and offer insights on how to enhance their practices by leveraging Envestnet's technology and research consulting suite.

Berwyn, Pennsylvania, Us

Berwyn, Pennsylvania, Us

-Consulted with new clients on implementing the Envestnet platform to create operational efficiencies-Managed operational aspects of projects for RIA and Broker Dealer/Institutional clients-Provided on-site, email, and telephone support for clients to assist in troubleshooting issues and training employees during implementations and post-launch-Prepared internal production teams with any pertinent information about the onboarding firm to ensure that the processes and client-specific nuances are understood

Berwyn, Pennsylvania, Us

-Analyzed the time dedicated to and the monetary cost of business processes for all Operations teams and brainstormed, designed, and implemented solutions that create efficiencies in daily workflows -Wrote product specifications capturing all associated business needs to present to software development teams-Served as a liaison between production teams, product managers and software engineers; ensured that technology solutions addressed all components of problematic processes

Berwyn, Pennsylvania, Us

-Led interviews and participated in hiring process of new employees-Trained new employees on the Envestnet platform and custodian platforms-Served as a resource for procedural issues and day-to-day questions -Quality control: reviewed reports daily and ensured that procedures were executed correctly by Operations teams

Berwyn, Pennsylvania, Us

-Performed regular maintenance on customer accounts, including research of various account issues and their sources-Served as liaison between money managers, custodians, client services, and various internal groups to ensure issues were thoroughly addressed-Answered questions and researched issues in a timely manner-Prioritized issues in an effort to maximize client satisfaction