Caroline Doyle Email & Phone Number

Oaks, Pennsylvania, United States

Role 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 related services like Advisor Desktop Experience (ADE) and Portfolio Management Experience (PME)* Interact with clients, both onsite and virtually, to gather business requirements for complex project implementations, evaluate findings, and ultimately recommend applications best suited to their needs* Lead Data Validation sessions to review and verify the client’s static and financial data for accuracy, consistency, and reliability in trial environments before migrating it into the Production or Live environment on SWP * Spearhead discussions relating to SWP’s TotalWealth website and mobile application which provide end clients with easy access to their complete account information anytime, anywhere* Own the front-end solution for end client acquisitions, proposals, and enrollment, also known as Client Acquisition Services (CAS)* Provide constant administrative support, change management knowledge, and subject matter expertise to contribute to successful business transformation * Guide clients through countless trainings for the applications they are using as well as common processes they execute to ensure a smooth transition onto SWP Miscellaneous:* Serve as my team’s CFO, or Chief Fun Officer, by arranging team-bonding experiences on a regular basis to boost morale and team spirit. Activities have included happy hours, bowling, mini golfing, axe throwing and TopGolf so far!

Oaks, Pennsylvania, United States

First Rotation (1/3):* Technology Risk - SailPoint, Identity Access ManagementSecond Rotation (2/3):* OneSEI/SEI Scope Platform QA TeamThird Rotation (3/3):* US Private Banking Change Management Business Analyst (Associate)Additional:* Associate's Program - 2021 Associate (Tech Rotation, July 2021-2023)* Associate’s Program Final Project Winner - Team FinTech (May 2022)

Montgomery County, Pennsylvania, United States

Trainee (Nov 2022 - Jan 2023)* Attended various trainings as well as shadowed other coaches to learn how to best conduct soccer sessions with young children Certified Coach (Jan - June 2023)* Coached & instructed young children (around ages 3-8) with the fundamentals of soccer* Created session plans and modified them on the fly in order to encourage engagement throughout the entire session* Fostered positive relationships with players, parents, and other coaches

Feasterville-Trevose, Pa

Social Media/Marketing:* Managed the firm's social media platforms (Instagram, Facebook, YouTube, Google My Business, etc.)* Took updated pictures of the office and staff to use in social media posts & promotional materials * Created interesting and engaging social media posts using Canva * Completed market research on ideal times to post on each social media platform to get maximum engagement * Utilized Loomly to plan out social media posts to each platformAdditional:* Scanned in mail & organized case files both online and in the file room

Philadelphia, Pennsylvania, United States

Course: MIS3535, Lead Global Digital Projects (Project Management)* Provided support to 100+ students by preparing online submission & organization tools on Canvas* Brainstormed with professors and hosted office hours to improve overall student experience* Reviewed and evaluated student deliverables

Philadelphia, Pennsylvania

Before the season was cancelled due to COVID-19, my duties included:* Collaborated with three other captains to serve as a leadership team* Oversaw Do Sports Easy (DSE) roster management for all practices and games* Completed and submitted travel itineraries & participant lists each Wednesday before an event* Reported post-event summaries for Campus Recreation to review and stay updated with the team

Philadelphia, Pennsylvania

* Collaborated with three other captains to serve as a leadership team* Maintained team's finances by recording each transaction, be it between players, referees, or Temple University's Campus Recreation team* Managed and monitored budget on online platform, Do Sports Easy* Executed cash flow between the team players and Campus Recreation staff

West Chester, Pennsylvania, United States

* Collaborated remotely with other IT Interns to develop a Machine Learning based Pricing Model to suggest product prices to the Pricing Team in order to stay competitive in the market* Acted as a lead Project Manager to 14 other IT Interns by organizing a JIRA board to stay organized, facilitating all group meetings, and communicating with numerous internal Qurate Retail Group resources to fill knowledge gaps* Assisted PCI (Payment Card Industry) colleagues with the 2020 QVC UK Assessment by arranging all kickoff interview meetings and taking Meeting Minutes for the team to ensure that the UK market is compliant with the PCI Security Standards Council* Completed an exception review and DREAD assessment to identify & research vulnerabilities to evaluate the severity of a potential security threats

Philadelphia, Pennsylvania

* Oversaw a team of two who created graphics and social media posts/stories to advertise AIS' initiatives and events* Utilized a RACI chart to organize tasks, assigned tasks to individuals, and ensure that deliverables are completed well as well as on time* Communicated effectively with not only the PR team, but also the entirety of the executive board through multiple channels on Slack* Served as a representative and point of contact for AIS

New Haven, Connecticut

* Researched in-house training methods and the concept of Micro-Learning to improve overall training effectiveness* Created a User Requirements Specification document to assess the value of a Micro-Learning platform to address Alexion’s training pain points* Produced a Micro-Learning playbook as a future training guide for employees to use MindTickle, the platform of choice

Greater Philadelphia Area

* Facilitated the Management Information Systems department office by executing tasks needed to be completed for 6.5 or more hours a week, such as organizing items to be shipped to conferences or compiling multiple Excel spreadsheets into one document* Brainstormed ideas to make MIS’ PRO Point store merchandise more desirable, ran errands, or managed front desk duties

Bucks County, Pennsylvania, United States

* Delivered quality care services to families with multiple children by assisting with homework after school as well as preparing snacks and meals for the children* Communicated with parents frequently and interacted with children regularly, gaining trust and affection from families*Secured multiple reoccurring babysitting jobs for families with young children through Care.com, a website allowing families to find all types of care needed

Newtown, Pennsylvania

* Promoted to highest lifeguard position titled Headguard which required supervision of 5 or more lifeguards on duty per shift, being first to respond to any situation, as well as administering first aid care to patrons* Maintained pool order while communicating with other lifeguards on duty and allocating tasks to other guards* Acquired a lifeguarding certification after finishing an extensive lifeguarding course to prepare for any situation someone might encounter when guarding a pool

Bachelor Of Business Administration - Bba, Management Information Systems, General

* Association for Information Systems (Fall 2017 - Spring 2021) * Temple University Women's Club Soccer Team (Fall 2017 - Spring 2021) *.

Education record

* Women's Soccer (4 Years) * Yearbook Committee (2 Years)