Betsy Kehoe Email & Phone Number

Paris, France, Fr

Paris, France, Fr

Paris, France, Fr

Waltham, Ma, Us

Sabbatical to provide elderly parental care/educational sabbatical to refresh career.

Interactive Data delivers superior products and services designed to meet the financial tracking requirements of global institutions.Major Accomplishments:• Supported and managed the functional and technical user requirements including the documentation for new request/response system. This system was designed to be used by over four hundred (400) global clients submitting average of 80,000 requests per month• Provided supervision and detailed oversight on creation of test plan and 200+ test cases. Worked with key stakeholders to document the initial implementation plan including risk mitigation and contingency planning strategies.• Selected to facilitate the company project management training program. This training program required detailed preparation while supporting (25) twenty five two-hour biweekly training events supporting twelve (12) employees

Burlington, Ma, Us

Major Accomplishments: • Performed as senior liaison supporting business and technical team members. Managed requirements documentation and implementation of system enhancements to advisor website. This website was mission critical to a global market leader in financial services. This website was available to 3000+ financial advisors and registered representatives.• Supported a major e-commerce firm and had a leadership role in defining a modernization strategy for a suite of corporate systems. This effort required supporting CRM, web, content management, finance and performance for a forty employee organization.

Boston, Massachusetts, Us

Wellington Management provides comprehensive investment management capabilities to global capital markets.Major Accomplishments:• Performed as trusted advisor between business and technical teams. Led strategic initiatives to solve complex business issues increasing process efficiencies and mitigated project risk.• Effectively led cross-functional discussions that developed core capabilities, identifying critical needs and working effectively with IT and the business to deliver impactful solutions.• Implemented a new CRM across global organization migrating data from multiple systems to improve operational efficiency, accuracy, and reporting.• Supported end user requirements, provided documentation, testing, implementation, global training, and ongoing support of multiple client, prospect, and consultant-related applications and processes. • Conducted quality assurance testing on applications being released to support client service. • Led multi-year business process for the creation of client extranet and 4 internal supporting applications from conception through global launch.• Defined, implemented, and managed customized mass emailing tool to facilitate communication with prospects, clients, and consultants.• Transitioned cash flow request process to web-based functionality which reduced errors and improved communication between clients, portfolio managers, cash flow team, and custodian.• Spearheaded initiative to migrate reporting to web in an effort to reduce paper and increase timeliness of data availability with an adoption rate approximately eighty (80) %.• Developed and conducted training programs for 500 employees globally that increased adoption and reduced errors

Boston, Massachusetts, Us

• Led multi-year business process for the creation of client extranet and 4 internal supporting applications from conception through global launch and ongoing support• Directed projects to increase efficiencies and improve data quality associated with client reporting process• Sought after for support and direction on functionality, best practices, and issues resolution while identifying trends to be addressed through training and/or enhancements• Developed and delivered global training programs, both on-site and virtually implementing client extranet and supporting applications

Boston, Massachusetts, Us

• Appointed Systems Liaison between clients, Institutional Client Service, and IT• Participated in projects to increase efficiencies and improve data quality associated with client reporting and cash flow processes• Managed client service responsibilities for 20 pension and endowment funds• Analyzed investment data and produced written market updates and portfolio reviews• Developed, implemented, and maintained Fiduciary Review process for over 300 portfolios• Coordinated creation, maintenance, and final production of client presentations working with portfolio managers, analysts, and client service professionals• Administered monthly and quarterly reporting process for 66 investment products and over 300 clients

Boston, Massachusetts, Us

• Provided analyst support to team of 3 Client Service Managers• Generated client presentations and completed client requests for over 80 pension and endowment fund clients• Prepared monthly reports for Trust Investment Committee analyzing performance and statistics of approximately 52 investment products• Developed and maintained information about internal investment products for clients, managers, and marketing staff• Designed client investment product participant database for firm-wide use

Ba, Mathematics

Project Management Certificate

Business Writing

Education record