Seasoned client reporting professional with over 15 years of experience in retail brokerage. Breadth of experience spans from building performance measurement & account statement systems to defining the client reporting experience delivered through customizable, portfolio reporting platforms. Strong ability and proven success partnering with teams across the organization, including senior leaders and product owners, financial advisors & their clients, technology and legal/risk/compliance partners. Specializing in working with financial advisors to translate individual client needs into tactical platform enhancements in support of a strategic business plan. Key skills include requirements grooming, wireframe design, project plan creation & monitoring as well as creating impactful communication plans.
Listed skills include Securities, Equities, Hedge Funds, Series 7, and 13 others.