Christine Mack-Jackson Email and Phone Number

• Was a key participant on project to implement W360, a new Portfolio Management System.• Contributed to requirements gathering and workflow discussions as a subject matter expert for managed accounts and reconciliation.• Created, executed, and oversaw test scenarios for DITL phase of project, as well as tested ad-hoc cases when requested.• Developed business procedures and operational documents for implementation of new system.• Sourced data, created and tested templates, and wrote business procedures for necessary business reports.• Ongoing training, mentoring and support of business through transition.• Participated in projects that involved Advisory Fees as a subject matter expert.