Us Private Banking Change Management - Business Analyst
CurrentRole Changes:* Business Analyst I from March 2023 - June 2024* Business Analyst II from June 2024 - Present (acting as Business Lead I from October 2024 - Present)Role Description:* Implemented or converted four companies, ranging from 415 accounts and $1.15 billion AUM to 1,100 accounts and $8.2 billion AUM, onto the SEI Wealth Platform (SWP) and other.