Amy Suri, Fpqp™ Email & Phone Number

Los Altos, Ca, Us

Los Altos, California, United States

Manage the office for a wealth management company with over $1.3 Billion in AUM. Continually look for opportunities to improve processes.

Los Altos, Ca

500 items sold in the first year. 91 Reviews with an average of 5 stars.Maintain inventory on the website and track income and expenses with Intuit QuickBooks.Create products, invoices, and shipping labels. Ensure on-time delivery.

Los Altos, Ca

Managed a team of 10 volunteers overseeing more than 60 events and meetings each school year Collaborated with school administration to understand the needs of teachers, parents, and students.Streamlined processes by deploying new technology and a Squarespace website.Managed a high 6-figure budget. Carefully spending funds based on approved projects whilemaintaining a minimum balance.

Santa Clara, California, United States

Joined just as they were launching their Professional Management service. Part of a team that helped build AUM to $1B in the first year. * Thrived in a fast-paced, highly skilled team to develop and prioritize product features and build a product roadmap to delight clients (including 116 of Fortune 500).* Oversaw the functionality used to create customers' quarterly statements. Worked closely with engineering, QA, and design to ensure FE received the data and was displayed accurately on the statement and easily digested by the customer. * Created release notes for each major release, updating sample statements to be used in the sales cycle.

Menlo Park, California, United States

In-depth knowledge of GetThere's functionality allowed me to transition into a Product Manager role supporting their airline accounts, including United Airlines. In my job, I worked with United and other airline customers to translate high-level business needs into detailed requirements for our design and engineering teams. Monitoring those requirements through the engineering, design, and QA phase and ultimately the release of new functionality.

Menlo Park, California

Hand selected to be part of a team to oversee the development, implementation, and support of a 2nd generation online booking tool in partnership with GetThere. Worked closely with the GetThere team to ensure necessary features would be available at roll-out. In addition, I trained Implementation Managers to configure the site for their travel customers.

Cambridge, Ma

Rolled out American Express Interactive (AXI), the first online corporate travel booking website launched in partnership with Microsoft. Worked closely with the travel manager and a test group for the initial rollout, defining standardized documentation to support the customer's transition to online bookings.

Cambridge, Massachusetts

Worked closely with Travel Managers at multinational companies, such as McGraw Hill and Converse, to maintain the relationship and sell additional American Express products. On average, I managed 15 customers with annual airline sales of $40M and a yearly card volume of $100M.